NATOMAS CHARTER SCHOOL (EIN 680452992) - 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

2003

Legal Domicile

Principal Officer

JOE WOOD

Phone

9169285353

Tax Period

2024-07-01 to 2025-06-30

NATOMAS CHARTER SCHOOL, founded in 2003, is a mid-sized nonprofit in the Education sector that reported $28.3M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $25.7M left a modest 9% surplus.

Mission

TO OPERATE A CHARTER SCHOOL AND PROVIDE EDUCATION FOR STUDENTS GRADES TK-12 IN SACRAMENTO, CA.

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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 $26,542,692

Program Service Revenue $555,888

Investment Income $1,057,918

Other Revenue $156,931

TOTAL REVENUE $28,313,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,199,606

Fundraising Expenses $0

Program Expenses $21,603,933

Other Expenses $5,480,105

TOTAL EXPENSES $25,679,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,313,429	$31,084,024	-0.1%
Expenses	$25,679,711	$24,715,137	+0.0%
Net Income	$2,633,718	$6,368,887	-0.6%

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

292

Volunteers

284

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

$461,159

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE WOOD	EXECUTIVE DIRECTOR	40.00	Officer	$198,822	$61,137	$259,959
ANITA SCHWAB	FINANCE & BUDGET DIRECTOR, CFO	40.00	Officer	$151,864	$49,336	$201,200
PETRA LUHRSEN	STUDENT SERVICE DIRECTOR	40.00	Highest	$125,506	$59,885	$185,391
LAURA BARIEL	DIRECTOR OF TEACHING & LEA	40.00	Highest	$145,911	$22,154	$168,065
AMY KAHLER	SPED DIRECTOR	40.00	Highest	$137,252	$22,455	$159,707
DIANA WILLSON	STAR ACADEMY PRINCIPAL	40.00	Highest	$116,095	$17,110	$133,205
VASILY LOKTEFF	LEADING EDGE ACADEMY PRINC	40.00	Highest	$111,403	$14,551	$125,954
JENNIFER MORGAN	CHAIR	2.00	Officer Director	$0	$0	$0
MARIA MEJORADO	SECRETARY	2.00	Officer Director	$0	$0	$0
DOUG GAFFNEY	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN GARRETT	DIRECTOR	40.00	Director	$0	$0	$0
NITA KHUSHAL	DIRECTOR	2.00	Director	$0	$0	$0
SEAN KING	DIRECTOR	2.00	Director	$0	$0	$0
GINA LEIGH	DIRECTOR	2.00	Director	$0	$0	$0
ARSENIO MATAKA	DIRECTOR	2.00	Director	$0	$0	$0
PRITI MERCHANT	DIRECTOR	2.00	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	$28,313,429	$25,679,711	$49,248,098	$2,633,718
2024	No data	No data	No data	No data
2023	$26,570,615	$23,060,019	$39,245,323	$3,510,596
2022	$22,752,506	$21,072,070	$36,778,217	$1,680,436
2021	$20,875,289	$19,053,437	$32,806,693	$1,821,852
2020	$22,967,886	$17,894,611	$31,844,573	$5,073,275
2019	$17,779,444	$14,257,565	$28,095,556	$3,521,879
2018	$16,668,489	$13,428,706	$24,710,283	$3,239,783

NATOMAS CHARTER SCHOOL