BELLEVUE SANTA FE CHARTER SCHOOL (EIN 770423073) - 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

1996

Legal Domicile

Principal Officer

JULIE TURK

Phone

8055957169

Tax Period

2023-07-01 to 2024-06-30

BELLEVUE SANTA FE CHARTER SCHOOL, founded in 1996, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

OPERATES A PUBLIC ELEMENTARY 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 $2,349,318

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,349,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,698,413

Fundraising Expenses $0

Program Expenses $1,936,563

Other Expenses $731,431

TOTAL EXPENSES $2,429,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,349,318	$2,517,584	-0.1%
Expenses	$2,429,844	$1,987,685	+0.2%
Net Income	$-80,526	$529,899	-1.2%

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

$347,340

Total Directors

$483,572

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE TURK	DIRECTOR	40.00	Officer Director	$151,358	$50,515	$201,873
KEVIN ASHWORTH	SECRETARY	40.00	Officer Director	$116,943	$28,524	$145,467
JOED SENNES	MEMBER	40.00	Director	$109,492	$26,740	$136,232
COLE CHEATWOOD	TREASURER	2.00	Officer Director	$0	$0	$0
JAKE KAUFMAN	MEMBER	2.00	Director	$0	$0	$0
ELLEN PITROWSKI	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATIE ROBINSON	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	$2,349,318	$2,429,844	$1,652,227	$-80,526
2023	$2,517,584	$1,987,685	$1,573,355	$529,899
2022	$1,947,926	$1,991,635	$1,086,443	$-43,709
2021	$1,861,283	$1,815,611	$1,042,907	$45,672
2020	$1,995,957	$1,828,929	$890,015	$167,028
2019	$2,103,109	$1,954,072	$749,132	$149,037
2018	$1,777,469	$1,986,277	$550,850	$-208,808

BELLEVUE SANTA FE CHARTER SCHOOL