EAGLE CHARTER SCHOOL (EIN 611466974) - 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

2005

Legal Domicile

Principal Officer

MARIE BALLANCE

Phone

5033397114

Tax Period

2024-07-01 to 2025-06-30

EAGLE CHARTER SCHOOL, founded in 2005, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 13% surplus.

Mission

OPERATING K-5 PUBLIC CHARTER SCHOOL USING THE MICROSOCIETY MODEL

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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 $1,745,989

Program Service Revenue $60,822

Investment Income $12,724

Other Revenue $8,872

TOTAL REVENUE $1,828,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,303,442

Fundraising Expenses $0

Program Expenses $1,085,182

Other Expenses $294,195

TOTAL EXPENSES $1,597,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,828,407	$1,820,584	+0.0%
Expenses	$1,597,637	$1,809,835	-0.1%
Net Income	$230,770	$10,749	+20.5%

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

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
LUIS RAMIREZ	MEMBER	2.00	Director	$0	$0	$0
MANUEL CARDENAS	MEMBER	2.00	Director	$0	$0	$0
MARIE BALLANCE	ADMINISTRATOR	40.00	Director	$0	$0	$0
SHANNON PREIM	CHAIR	2.00	Officer	$0	$0	$0
ROB MARQUARDT	VICE CHAIR	2.00	Officer	$0	$0	$0
KYLA POSTREL	SECRETARY	2.00	Officer	$0	$0	$0
JESSE PIONE	TREASERER	2.00	Officer	$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	$1,828,407	$1,597,637	$671,292	$230,770
2024	$1,820,584	$1,809,835	$487,575	$10,749
2023	$1,570,332	$1,562,023	$426,338	$8,309
2022	$1,413,307	$1,421,080	$405,803	$-7,773
2021	$1,184,876	$1,231,466	$411,249	$-46,590
2020	$1,179,544	$1,128,573	$449,290	$50,971

EAGLE CHARTER SCHOOL