MOT CHARTER SCHOOL INC

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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

1999

Legal Domicile

Principal Officer

KELLY SWAB

Phone

3023765125

Tax Period

2024-07-01 to 2025-06-30

MOT CHARTER SCHOOL INC, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $23.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $22.0M left a modest 5% surplus.

Mission

MOT CHARTER SCHOOL PROVIDES A CHALLENGING CURRICULUM IN A SAFE AND NURTURING ENVIRONMENT WHERE ALL CHILDREN LEARN AND FLOURISH. BY UTILIZING DIVERSE TEACHING TECHNIQUES AND EXPOSING STUDENTS TO A WIDE VARIETY OF EDUCATIONAL EXPERIENCES, THE ORGANIZATION ENSURES THAT EACH CHILD PARTICIPATES IN, UNDERSTANDS, AND ENJOYS THE PROCESS OF LEARNING.

Program Service Accomplishments

Program 1

Expenses: $17,265,504 Revenue: $409,469

MOT CHARTER'S RIGOROUS COLLEGE PREPARATORY CURRICULUM IS DESIGNED TO EMPHASIZE THE DEVELOPMENT OF PROBLEM SOLVING, HIGHER ORDER THINKING, AND COMMUNICATION SKILLS. IN THE LOWER SCHOOL, STUDENTS...

MOT CHARTER'S RIGOROUS COLLEGE PREPARATORY CURRICULUM IS DESIGNED TO EMPHASIZE THE DEVELOPMENT OF PROBLEM SOLVING, HIGHER ORDER THINKING, AND COMMUNICATION SKILLS. IN THE LOWER SCHOOL, STUDENTS RECEIVE 9 YEARS OF EXPLORATORY INSTRUCTION IN SPANISH, ART, MUSIC, PHYSICAL EDUCATION, COMPUTER TECHNOLOGY, AND WELLNESS. EVERY 7TH AND 8TH GRADE STUDENT ALSO TAKES BUSINESS EDUCATION AND A STEM CAREER COURSE. MOT CHARTER HIGH SCHOOL IS AN AUTHENTIC 1-TO-1 TECHNOLOGY SCHOOL. THE SCHOOL PROVIDES EACH STUDENT WITH A TABLET OR LAPTOP THAT SERVES AS THE PRIMARY INSTRUCTIONAL TOOL, UTILIZING E-BOOKS AND AN ONLINE LEARNING PLATFORM. HIGH SCHOOL STUDENTS WHO CHOOSE THE ACADEMY OF THE ARTS HAVE THE OPTION OF FOLLOWING ONE OF 6 PATHWAYS: DIGITAL COMMUNICATIONS, DANCE, INSTRUMENTAL MUSIC, VOCAL MUSIC, THEATER, OR VISUAL ARTS. STUDENTS WHO CHOOSE THE ACADEMY OF SCIENCE & TECHNOLOGY HAVE THE OPTION OF FOLLOWING ONE OF THREE PATHWAYS: COMPUTER SCIENCE, ENGINEERING, OR BIOTECHNOLOGY.

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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 $21,116,460

Program Service Revenue $409,469

Investment Income $516,277

Other Revenue $1,057,155

TOTAL REVENUE $23,099,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,080,996

Fundraising Expenses $0

Program Expenses $17,265,504

Other Expenses $5,946,796

TOTAL EXPENSES $22,027,792

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,099,361	$20,673,215	+0.1%
Expenses	$22,027,792	$20,535,562	+0.1%
Net Income	$1,071,569	$137,653	+6.8%

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

N/A

Volunteers

533

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

$130,508

Key Employees

$230,136

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER TAYLOR	MEMBER EMERITUS	1.50	Director	$0	$0	$0
STEPHEN DOAN	TREASURER	1.50	Officer Director	$0	$0	$0
KELLY SWAB	CHAIRPERSON	1.50	Officer Director	$0	$0	$0
SAMUEL SULLIVAN	SECRETARY	1.50	Officer Director	$0	$0	$0
MIR SADIQ ALI KHAN	BOARD VICE CHAIR	1.50	Officer Director	$0	$0	$0
JENNIFER DIBARTOLOMEO	BOARD MEMBER	1.50	Director	$0	$0	$0
PRIYA DUBEY	BOARD MEMBER	1.50	Director	$0	$0	$0
DONALD WHITAKER	TEACHER REPRESENTATIVE	40.00	Director	$84,686	$45,822	$130,508
KIA GAINES	PARENT MEMBER	1.50	Director	$0	$0	$0
MIKE HEWITT	PARENT MEMBER	1.50	Director	$0	$0	$0
DONNA MOWER-WADE	PARENT MEMBER	1.50	Director	$0	$0	$0
BRIAN PACE	PARENT MEMBER	1.50	Director	$0	$0	$0
BERNADETTE REILING	PARENT MEMBER	1.50	Director	$0	$0	$0
CARINA SLATER	PARENT MEMBER	1.50	Director	$0	$0	$0
EDWARD SOUTHWORTH	HEAD OF SCHOOL	50.00	Key Emp	$166,041	$64,095	$230,136
MITCHELL WEISS	DIRECTOR OF STUDENT SERVIC	40.00	Highest	$125,811	$53,592	$179,403
SHANNA NOLL	HIGH SCHOOL PRINCIPAL	40.00	Highest	$119,534	$46,903	$166,437
THERESA HOWARTH	PRINCIPAL, K-8 ACADEMY	40.00	Highest	$117,164	$52,198	$169,362
RACHAEL DALLAS	BUSINESS ADMINISTRATOR	40.00	Highest	$102,664	$42,426	$145,090
ERIC WALTER	INTERIM ASSISTANT PRINCIPA	40.00	Highest	$103,801	$36,830	$140,631

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	$23,099,361	$22,027,792	$43,959,111	$1,071,569
2024	$20,673,215	$20,535,562	$43,527,780	$137,653
2023	$19,058,202	$20,468,098	$45,149,552	$-1,409,896
2022	$17,508,295	$18,744,391	$53,714,513	$-1,236,096
2021	$16,574,052	$20,305,156	$48,840,653	$-3,731,104
2020	$16,700,084	$18,285,040	$43,435,116	$-1,584,956
2019	$15,613,688	$17,022,092	$42,390,348	$-1,408,404
2018	$14,376,812	$16,094,605	$40,920,157	$-1,717,793