MOAB CHARTER SCHOOL (EIN 562500062) - 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

2004

Legal Domicile

Principal Officer

YULI GEORGE

Phone

4352592277

Tax Period

2024-07-01 to 2025-06-30

MOAB CHARTER SCHOOL, founded in 2004, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 22% operating deficit.

Mission

TO SUPPORT AND CHALLENGE EACH CHILD TO DEVELOP CRITICAL THINKING, SELF-DIRECTION, AND THEIR FULL ACADEMIC AND CREATIVE POTENTIAL.

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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 $1,060,231

Program Service Revenue $17,214

Investment Income $9,285

Other Revenue $0

TOTAL REVENUE $1,086,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $830,846

Fundraising Expenses $0

Program Expenses $975,268

Other Expenses $498,995

TOTAL EXPENSES $1,329,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,086,730	$1,312,529	-0.2%
Expenses	$1,329,841	$1,441,705	-0.1%
Net Income	$-243,111	$-129,176	+0.9%

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

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

$119,006

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROYCE VAN TASSELL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DAVE MORTENSEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ERIC PRATT	SECRETARY	1.00	Officer Director	$0	$0	$0
CARRIE ANN SMITH	DIRECTOR	40.00	Officer	$107,625	$11,381	$119,006

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	$1,086,730	$1,329,841	$1,207,958	$-243,111
2024	$1,312,529	$1,441,705	$1,505,250	$-129,176
2023	$1,206,564	$1,298,124	$1,559,377	$-91,560
2022	$1,317,494	$1,184,834	$1,289,385	$132,660
2021	$1,038,045	$1,058,995	$1,244,978	$-20,950
2019	$924,155	$905,615	$1,239,963	$18,540
2018	$1,045,888	$837,506	$1,203,649	$208,382

MOAB CHARTER SCHOOL