MATTHEWS CHARTER ACADEMY (EIN 800899073) - 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

2016

Legal Domicile

Phone

6162221700

Tax Period

2024-07-01 to 2025-06-30

MATTHEWS CHARTER ACADEMY, founded in 2016, is a community nonprofit in the Education sector that reported $9.5M in total revenue in fiscal year 2024.

Mission

TO OPERATE A PUBLIC CHARTER SCHOOL WHICH PROVIDES EDUCATION BASED ON RIGOROUS TEACHING METHODS, PARENTAL INVOLVEMENT, STUDENT RESPONSIBILITY, AND BASIC MORAL VALUES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,295,035

Program Service Revenue $143,400

Investment Income $0

Other Revenue $35,000

TOTAL REVENUE $9,473,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,884,932

Fundraising Expenses $0

Program Expenses $7,405,446

Other Expenses $5,596,192

TOTAL EXPENSES $9,481,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,473,435	$9,082,992	+0.0%
Expenses	$9,481,124	$9,077,186	+0.0%
Net Income	$-7,689	$5,806	-2.3%

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

222

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
ALLISON YENCHESKE	SECRETARY	1.0	Officer Director	$0	$0	$0
CHRIS WILLIAMS	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
JERRY SHANKO	PRESIDENT	1.0	Officer Director	$0	$0	$0
LEE BRADY	TREASURER	1.0	Officer Director	$0	$0	$0
ALEX PARMAN	DIRECTOR	1.0	Director	$0	$0	$0
LOUISE ROBINSON	DIRECTOR	1.0	Director	$0	$0	$0
MIMI HENDERSON	DIRECTOR	1.0	Director	$0	$0	$0
SHERRI JONES	DIRECTOR	1.0	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	$9,473,435	$9,481,124	$1,476,631	$-7,689
2024	$9,082,992	$9,077,186	$1,076,449	$5,806
2023	$8,511,398	$8,517,290	$764,991	$-5,892
2022	$8,360,318	$8,273,393	$878,206	$86,925
2021	$7,954,909	$7,941,569	$887,860	$13,340
2020	$7,018,553	$7,002,604	$510,695	$15,949
2019	$6,948,674	$6,949,600	$98,996	$-926
2018	$5,725,588	$5,719,448	$290,449	$6,140

MATTHEWS CHARTER ACADEMY