BIG SUR CHARTER SCHOOL (EIN 800495216) - 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

2012

Legal Domicile

Principal Officer

NATHAN NUNEZ

Phone

8313244573

Tax Period

2023-07-01 to 2024-06-30

BIG SUR CHARTER SCHOOL, founded in 2012, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.2M left a modest 3% surplus.

Mission

THE SCHOOL DESIGNS AND IMPLEMENTS ACADEMICALLY CHALLENGING PROGRAMS TAILORED TO STUDENTS'INDIVIDUAL LEARNING NEEDS. ENGAGING FAMILIES AND COMMUNITY ORGANIZATIONS AS PARTNERS IN LEARNING, THE SCHOOL PROMOTES CREATIVITY, UNDERSTANDING, AND ACTION IN THE ARTS AND ENVIRONMENT.

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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 $1,168,040

Program Service Revenue $0

Investment Income $5,290

Other Revenue $24,477

TOTAL REVENUE $1,197,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $833,234

Fundraising Expenses $0

Program Expenses $914,787

Other Expenses $326,312

TOTAL EXPENSES $1,159,546

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,197,807	$1,215,366	0.0%
Expenses	$1,159,546	$1,106,202	+0.0%
Net Income	$38,261	$109,164	-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

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
RACHAEL BLACK	BOARD SECRETARY	3.00	Officer Director	$0	$0	$0
CHAD BOLLMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN GRAYBILL	BOARD MEMBER	2.00	Director	$0	$0	$0
CHANTEL KJELLGREN	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER ROSS	Treasurer	3.00	Officer Director	$0	$0	$0
NATHAN NUNEZ	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
AIMEE ALLING	Executive Dir.	50.00	Officer	$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	$1,197,807	$1,159,546	$573,599	$38,261
2023	$1,215,366	$1,106,202	$522,775	$109,164
2022	$1,013,707	$1,011,533	$454,137	$2,174
2021	$1,024,352	$913,823	$404,197	$110,529
2020	$896,390	$865,807	$296,823	$30,583
2019	$1,003,958	$1,051,720	$252,623	$-47,762
2018	$879,867	$891,052	$292,700	$-11,185

BIG SUR CHARTER SCHOOL