PEABODY CHARTER SCHOOL FOUNDATION

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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

1994

Legal Domicile

Principal Officer

GEOFF GREEN

Phone

8055631172

Tax Period

2023-07-01 to 2024-06-30

PEABODY CHARTER SCHOOL FOUNDATION, founded in 1994, is a small nonprofit in the Education sector that reported $167K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

TO PROVIDE SUPPLEMENTAL FINANCIAL AND EDUCATIONAL ASSISTANCE TO THE PEABODY CHARTER SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $165,000

THE ORGANIZATION PROVIDES SUPPLEMENTAL FINANCIAL ASSISTANCE TO THE PEABODY CHARTER 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 $160,331

Program Service Revenue $0

Investment Income $6,548

Other Revenue $0

TOTAL REVENUE $166,879

Expense Breakdown

Grants Paid $165,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,000

Other Expenses $5,869

TOTAL EXPENSES $170,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$166,879	$178,625	-0.1%
Expenses	$170,869	$273,534	-0.4%
Net Income	$-3,990	$-94,909	-1.0%

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

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
JULIA GEORGE	MEMBER	2.00	Officer Director	$0	$0	$0
GEOFF GREEN	CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER ZACHARIAS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIN SANCHEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
LUCILA SERA	MEMBER	2.00	Director	$0	$0	$0
LOVITA WIBISONO	MEMBER	2.00	Director	$0	$0	$0
ASHLEY WOODS HOLLISTER	MEMBER	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	No data	No data	No data	No data
2024	$166,879	$170,869	$308,926	$-3,990
2023	$178,625	$273,534	$313,126	$-94,909
2022	$270,149	$144,787	$408,036	$125,362
2021	$132,550	$147,107	$285,925	$-14,557
2020	$316,518	$265,275	$300,482	$51,243
2019	$258,998	$217,434	$249,029	$41,564
2018	$100,071	$147,768	$207,465	$-47,697