Hephzibah Charter Foundation (EIN 472486657) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

Robert Buchwitz

Phone

7064348085

Tax Period

2024-07-01 to 2025-06-30

Hephzibah Charter Foundation, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $14.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.4M, a strong 17% operating margin.

Mission

The Organization operates two charter schools

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,297,712

Program Service Revenue $0

Investment Income $82,276

Other Revenue $0

TOTAL REVENUE $14,379,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,773,027

Fundraising Expenses $0

Program Expenses $11,038,864

Other Expenses $4,208,650

TOTAL EXPENSES $11,981,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,379,988	$12,216,698	+0.2%
Expenses	$11,981,677	$10,803,505	+0.1%
Net Income	$2,398,311	$1,413,193	+0.7%

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

Governance

Voting Members

Independent Members

Employees

138

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BUCHWITZ	Chairman	1.00	Officer Director	$0	$0	$0
EUGENE YU	Board Member	1.00	Director	$0	$0	$0
BRENT WEIR	Vice ChairmanCFO	1.00	Officer Director	$0	$0	$0
WRIGHT MCLEOD	Board Member	1.00	Director	$0	$0	$0
GLENN O'STEEN	Board Member	1.00	Director	$0	$0	$0

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	$14,379,988	$11,981,677	$17,845,946	$2,398,311
2024	No data	No data	No data	No data
2023	$11,501,239	$10,524,378	$15,403,442	$976,861
2022	$9,916,455	$9,190,057	$10,945,991	$726,398
2021	$8,307,126	$9,225,752	$10,181,498	$-918,626
2020	$7,468,745	$7,185,186	$10,024,229	$283,559
2019	$6,820,063	$5,951,836	$8,450,421	$868,227
2018	$6,364,994	$5,827,389	$6,749,158	$537,605

Hephzibah Charter Foundation