CORE PLACER CHARTER SCHOOL (EIN 800305808) - 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

2008

Legal Domicile

Principal Officer

PATRICIA SCHREITER

Phone

5303468340

Tax Period

2018-07-01 to 2019-06-30

CORE PLACER CHARTER SCHOOL, founded in 2008, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2018. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $4.9M left a modest 11% surplus.

Mission

TO FOSTER THE EDUCATIONAL PURSUITS OF A DIVERSIFIED STUDENT POPULATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $5,463,624

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,463,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,620,607

Fundraising Expenses $0

Program Expenses $4,177,965

Other Expenses $2,246,906

TOTAL EXPENSES $4,867,513

Year-over-Year Comparison

	2018	2017	Change
Revenue	$5,463,624	$4,141,651	+0.3%
Expenses	$4,867,513	$3,726,347	+0.3%
Net Income	$596,111	$415,304	+0.4%

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

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

$115,318

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA SCHREITER	PRESIDENT	1.00	Officer Director	$0	$0	$0
NOAH MACKENROTH	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA KNUDSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
VIDA MERCER	PARENT MEMBER	1.00	Director	$0	$0	$0
MARIA BURKART	BOARD MEMBER	1.00	Director	$0	$0	$0
JESUS VARGAS	PARENT MEMBER	1.00	Director	$0	$0	$0
ALISON GARCIA	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$115,318

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
2019	$5,463,624	$4,867,513	$834,027	$596,111
2018	$4,141,651	$3,726,347	$1,015,823	$415,304

CORE PLACER CHARTER SCHOOL