JAMES IRWIN CHARTER ACADEMY

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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

2013

Legal Domicile

Principal Officer

DUANE FRANCE

Phone

7193029001

Tax Period

2017-07-01 to 2018-06-30

Mission

THE MISSION OF JAMES IRWIN CHARTER ACADEMY IS TO HELP GUIDE STUDENTS IN THE DEVELOPMENT OF THEIR CHARACTER AND ACADEMIC POTENTIAL THROUGH ACADEMICALLY RIGOROUS, CONTENT-RICH EDUCATIONAL PROGRAMS.

Program Service Accomplishments

Program 1

STUDENT REVENUE - REVENUE FROM A RIGOROUS COLLEGE PREPARATORY PROGRAM THAT CHALLENGES THEM TO ACHIEVE THEIR ACADEMIC POTENTIAL. WE WILL PROVIDE AN ENVIRONMENT IN WHICH STUDENTS ARE KNOWN, RESPECTED AND VALUED AS INDIVIDUALS OF POTENTIAL AND PROMISE. THROUGH A SOUND CURRICULUM BASED ON THE GREAT IDEAS AND VALUES OF OUR WESTERN HERITAGE, STUDENTS WILL BE PREPARED TO BECOME ACTIVE AND RESPONSIBLE MEMBERS OF THE COMMUNITY.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2017	2016	Change
Revenue	N/A	$2,512,195	-1.0%
Expenses	N/A	$2,250,032	-1.0%
Net Income	N/A	$262,163	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB LAPALME	PRESIDENT	10.00	Officer Director	$0	$0	$0
IDA DILWOOD	SECRETARY	5.00	Officer Director	$0	$0	$0
ROBIN VANDERWIL	DIRECTOR	1.00	Director	$0	$0	$0
JEFF KEMP	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
LARI JONES	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVE HESTER	TREASURER	5.00	Officer Director	$0	$0	$0
JONATHAN BERG	CEO	1.00	Officer	$0	$0	$0
EILEEN JOHNSTON	CFO	1.00	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
2018	No data	No data	No data	No data