Summit Charter School Foundation (EIN 562039872) - 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

1997

Legal Domicile

Principal Officer

Rob Hunter

Phone

8287439630

Tax Period

2023-07-01 to 2024-06-30

Summit Charter School Foundation, founded in 1997, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2023. The organization ran a surplus of $3.0M, a strong 71% operating margin.

Mission

Support Organization - School

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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 $4,114,441

Program Service Revenue $0

Investment Income $79,066

Other Revenue $33,641

TOTAL REVENUE $4,227,148

Expense Breakdown

Grants Paid $714,447

Salaries & Benefits $0

Fundraising Expenses $110,529

Program Expenses $1,033,579

Other Expenses $509,127

TOTAL EXPENSES $1,223,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,227,148	$4,145,327	+0.0%
Expenses	$1,223,574	$1,149,750	+0.1%
Net Income	$3,003,574	$2,995,577	+0.0%

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

400

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
Jennings Sarah	Chair	2.00	Officer Director	$0	$0	$0
Dunn Denice	Vice-Chair	2.00	Officer Director	$0	$0	$0
Hunter Rob	Treasurer	2.00	Officer Director	$0	$0	$0
Stewart Debi	Secretary	2.00	Officer Director	$0	$0	$0
Bates Thomas	Voting member	1.00	Director	$0	$0	$0
Coleman Gordon	Voting member	1.00	Director	$0	$0	$0
Dawkins Terry	Voting member	1.00	Director	$0	$0	$0
Foster Patch	Voting member	1.00	Director	$0	$0	$0
Hudson Andrew	Voting member	1.00	Director	$0	$0	$0
Kenfield Mitch	Voting member	1.00	Director	$0	$0	$0
Placko Roman	Voting member	1.00	Director	$0	$0	$0
Snoey Carrie	Voting member	1.00	Director	$0	$0	$0
Stewart Taylor	Voting 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	No data	No data	No data	No data
2024	$4,227,148	$1,223,574	$18,339,201	$3,003,574
2023	$4,145,327	$1,149,750	$19,481,904	$2,995,577
2022	$951,435	$1,019,212	$10,743,475	$-67,777
2021	$728,486	$907,206	$10,882,277	$-178,720
2020	$703,732	$609,829	$11,158,589	$93,903
2019	$1,008,044	$702,438	$11,074,301	$305,606
2018	$2,013,340	$594,495	$10,838,556	$1,418,845

Summit Charter School Foundation