ILEAD CALIFORNIA CHARTERS 1 (EIN 474286845) - 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

2015

Legal Domicile

Principal Officer

AMANDA FISCHER

Phone

6619251502

Tax Period

2023-07-01 to 2024-06-30

ILEAD CALIFORNIA CHARTERS 1, founded in 2015, is a mid-sized nonprofit in the Education sector that reported $56.8M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $50.9M left a modest 10% surplus.

Mission

A CALIFORNIA CHARTER SCHOOL SERVING STUDENTS IN K-12TH GRADE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $51,964,804

Program Service Revenue $4,851,586

Investment Income $40

Other Revenue $11,247

TOTAL REVENUE $56,827,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,806,200

Fundraising Expenses $2,889

Program Expenses $46,623,371

Other Expenses $15,097,161

TOTAL EXPENSES $50,903,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,827,677	$50,503,478	+0.1%
Expenses	$50,903,361	$45,668,023	+0.1%
Net Income	$5,924,316	$4,835,455	+0.2%

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

539

Volunteers

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

$304,938

Total Directors

Key Employees

$748,818

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERI BRADFORD	SECRETARY	2.00	Officer Director	$0	$0	$0
KENNETH E RAGSDALE	TREASURER	2.00	Officer Director	$0	$0	$0
ELLEN STOHL	MEMBER	2.00	Director	$0	$0	$0
DJ HAMBURGER	MEMBER	2.00	Director	$0	$0	$0
DIANNE AVERY	MEMBER	2.00	Director	$0	$0	$0
ANDY MCCUTCHEON	MEMBER	2.00	Director	$0	$0	$0
AMANDA FISCHER	EXECUTIVE DIRECTOR/CEO	40.00	Officer	$242,956	$61,982	$304,938
KELLY O'BRIEN	CHIEF BUSINESS OFFICER	40.00	Key Emp	$160,533	$24,606	$185,139
CASSANDRA COLEMAN	CHIEF INTEGRATION OFFICER	40.00	Key Emp	$160,446	$30,485	$190,931
KIMBERLY LYTLE	DIRECTOR	40.00	Key Emp	$159,312	$30,853	$190,165
MATTHEW WATSON	EXECUTIVE DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$153,366	$29,217	$182,583
TALAYA COLEMAN	SCHOOL DIRECTOR	40.00	Highest	$141,906	$26,962	$168,868
LINDA KRYSTEK	DIRECTOR OF LEARNING SUPPORT	40.00	Highest	$128,101	$38,850	$166,951
JASNA NASTOVSKA	DIRECTOR OF LEARNING SUPPORT	40.00	Highest	$127,691	$39,892	$167,583
MICHELE BOWES	DIRECTOR OF LEARNING SUPPORT	40.00	Highest	$126,404	$40,628	$167,032
TERESA BUDKE	DIRECTOR	40.00	Highest	$124,251	$39,487	$163,738

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	No data	No data	No data	No data
2024	$56,827,677	$50,903,361	$31,626,863	$5,924,316
2023	$50,503,478	$45,668,023	$26,143,095	$4,835,455
2022	$49,636,662	$45,314,293	$14,186,440	$4,322,369
2021	$46,593,851	$42,898,384	$20,389,401	$3,695,467
2021	$46,464,357	$42,557,869	$17,639,372	$3,906,488
2020	$34,822,313	$34,775,393	$5,751,028	$46,920
2019	$29,076,123	$29,037,511	$5,253,367	$38,612
2018	$27,572,764	$27,479,129	$4,487,049	$93,635

ILEAD CALIFORNIA CHARTERS 1