ST MARY'S CHARTER SCHOOL

EIN: 742953853 501(c)(3) Education

Beeville, TX

Total Revenue
$4,906,259
Total Expenses
$5,262,875
Total Assets
$4,985,323
Net Assets
$3,281,319
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
TX
Principal Officer
MERLE SIMONSON
Phone
3613585601
Tax Period
2024-09-01 to 2025-08-31

ST MARY'S CHARTER SCHOOL, founded in 2001, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

THE MISSION OF ST. MARYS CHARTER SCHOOL IS TO ESTABLISH A CHALLENGING CURRICULUM TAUGHT IN A SAFE, NURTURING, EDUCATIONAL EVIRONMENT WHERE CHILDREN ARE FREE TO REACH THEIR FULLEST POTENTIAL

Program Service Accomplishments

Program 1
Expenses: $2,887,471 Revenue: $26,561

PROVIDE EDUCATIONAL SERVICES TO CHILDREN UNDER AN OPEN ENROLLMENT CHARTER PURSUANT TO CHAPTER 12 OF THE TEXAS EDUCATIONAL CODE FOR GRADES K-6.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,846,881
Program Service Revenue $26,561
Investment Income $9,089
Other Revenue $23,728
TOTAL REVENUE $4,906,259

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,788,167
Fundraising Expenses $5,892
Program Expenses $2,887,471
Other Expenses $1,474,708
TOTAL EXPENSES $5,262,875

Year-over-Year Comparison

2024 2023 Change
Revenue $4,906,259 $5,386,943 -0.1%
Expenses $5,262,875 $5,771,482 -0.1%
Net Income $-356,616 $-384,539 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
7
Independent Members
7
Employees
113
Volunteers
5

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
5
$359,848
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELDEN PRICE BOARD PRESIDENT 2.00
Director
$0 $0 $0
ANDREA WESTMORELAND BOARD VP 1.00
Director
$0 $0 $0
CYNDI CARRASCO BOARD TREASURER 1.00
Director
$0 $0 $0
PATRICIA MYERS BOARD SECRETARY 1.00
Director
$0 $0 $0
MALINDA COWEN BOARD MEMBER 1.00
Director
$0 $0 $0
SANTOS JONES BOARD MEMBER 1.00
Director
$0 $0 $0
BRYAN BOATMAN BOARD MEMBER 1.00
Director
$0 $0 $0
MERLE SIMONSON CEO/SUPERINTENDENT 60.00
Officer
$98,256 $2,300 $100,556
MARISSA ESQUIVEL PRINCIPAL 50.00
Officer
$100,110 $10,544 $110,654
JEANENE JONES ASSISTANT SUPERINTENDENT 20.00
Officer
$52,905 $3,100 $56,005
ROBIN MOORE CFO 45.00
Officer
$22,443 $3,269 $25,712
BETTY HINKLE HUMAN RESOURCES DIRECTOR 40.00
Officer
$54,813 $12,108 $66,921
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 $4,906,259 $5,262,875 $4,985,323 $-356,616
2024 $5,386,943 $5,771,482 $5,480,247 $-384,539
2023 $5,683,337 $5,738,189 $6,318,966 $-54,852
2022 $6,456,776 $5,289,734 $5,870,600 $1,167,042
2021 $5,429,499 $5,279,760 $4,666,614 $149,739
2020 $5,181,312 $5,275,718 $4,716,004 $-94,406
2019 $4,886,969 $4,918,137 $4,859,509 $-31,168
2018 $4,673,614 $4,548,931 $4,958,015 $124,683
Explore More Nonprofits
Top 100 Nonprofits in Texas Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ST MARY'S CHARTER SCHOOL with other nonprofits in Texas and across the country.