STAMFORD CHARTER SCHOOL FOR EXCELLENCE

EIN: 472465564 501(c)(3) Education

STAMFORD, CT

Total Revenue
$7,802,233
Total Expenses
$7,324,610
Total Assets
$14,454,126
Net Assets
$8,363,246
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
CT
Principal Officer
DEBRA LOGAN-RABB
Phone
2039890000
Tax Period
2024-07-01 to 2025-06-30

STAMFORD CHARTER SCHOOL FOR EXCELLENCE, founded in 2014, is a community nonprofit in the Education sector that reported $7.8M in total revenue in fiscal year 2024. Expenses of $7.3M left a modest 6% surplus.

Mission

THE STAMFORD CHARTER SCHOOL FOR EXCELLENCE PREPARES YOUNG PEOPLE IN STAMFORD, CONNECTICUT TO COMPETE FOR ADMISSION TO AND SUCCEED IN TOP PUBLIC, PRIVATE AND PAROCHIAL HIGH SCHOOLS BY CULTIVATING THEIR INTELLECTUAL, ARTISTIC, SOCIAL, EMOTIONAL AND ETHICAL DEVELOPMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $528,367
Program Service Revenue $7,075,688
Investment Income $198,178
Other Revenue $0
TOTAL REVENUE $7,802,233

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,579,529
Fundraising Expenses $0
Program Expenses $6,779,946
Other Expenses $2,745,081
TOTAL EXPENSES $7,324,610

Year-over-Year Comparison

2024 2023 Change
Revenue $7,802,233 $7,650,942 +0.0%
Expenses $7,324,610 $6,876,139 +0.1%
Net Income $477,623 $774,803 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
54
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
5
$0
Key Employees
2
$451,219
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICK BARTH TREASURER 2.00
Officer Director
$0 $0 $0
ROBERT MONSON SECRETARY 2.00
Officer Director
$0 $0 $0
CHRIS SHUMWAY DIRECTOR 2.00
Director
$0 $0 $0
DEBRA LOGAN-RABB BOARD CHAIR 2.00
Officer Director
$0 $0 $0
CYRIL MOULLE-BERTEAUZ DIRECTOR 1.00
Director
$0 $0 $0
KEVIN FISCHER PRINCIPAL 50.00
Key Emp
$220,735 $45,788 $266,523
MONICA RIOS DIRECTOR OF FINANCE AND OP 50.00
Key Emp
$166,262 $18,434 $184,696
MICHAEL BRONITSKY CAREER AND TECHNICAL EDUCA 50.00
Highest
$121,788 $28,368 $150,156
GLENDON HACKETT 7TH AND 8TH GRADE MATH TEA 50.00
Highest
$108,078 $3,452 $111,530
NIKISHA RAMSARAN SOCIAL WORKER 50.00
Highest
$102,609 $13,801 $116,410
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $7,802,233 $7,324,610 $14,454,126 $477,623
2024 No data No data No data No data
2023 $8,148,245 $6,958,026 $14,003,517 $1,190,219
2022 $7,031,755 $5,848,116 $7,701,121 $1,183,639
2021 $5,715,704 $4,787,192 $6,249,963 $928,512
2020 $5,873,077 $4,610,266 $6,098,656 $1,262,811
2019 $4,015,583 $3,528,237 $5,210,542 $487,346
2018 $3,620,071 $2,897,600 $3,454,824 $722,471
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