MINA CHARTER SCHOOL OF LEE COUNTY INC (EIN 811813491) - 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

Principal Officer

CHRIS FREEMAN

Phone

9197451442

Tax Period

2023-07-01 to 2024-06-30

MINA CHARTER SCHOOL OF LEE COUNTY INC, founded in 2016, is a community nonprofit in the Human Services sector that reported $7.4M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 36% operating margin.

Mission

THE MISSION OF MINA CHARTER SCHOOL OF LEE COUNTY IS TO EMPOWER STUDENTS TO BE LIFELONG LEARNERS, INNOVATIVE THINKERS, AND GOOD CITIZENS, ABLE TO COMPETE GLOBALLY IN OUR DIVERSE, TECHNOLOGICALLY-ADVANCING WORLD.

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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 $7,127,407

Program Service Revenue $181,315

Investment Income $2,500

Other Revenue $131,285

TOTAL REVENUE $7,442,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,400,403

Fundraising Expenses $0

Program Expenses $2,816,544

Other Expenses $2,330,332

TOTAL EXPENSES $4,730,735

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,442,507	$5,634,099	+0.3%
Expenses	$4,730,735	$5,669,326	-0.2%
Net Income	$2,711,772	$-35,227	-78.0%

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

$71,105

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OMAR MACIAS	CHAIR	20.00	Officer Director	$0	$0	$0
CHRIS FREEMAN	VICE CHAIR	20.00	Officer Director	$0	$0	$0
GINEAN ROYAL	VICE CHAIR (RESIGNED)	20.00	Officer Director	$0	$0	$0
REGINA WILLIAMS	SECRETARY	20.00	Officer Director	$0	$0	$0
GRANT WELCH	TREASURER	20.00	Officer Director	$0	$0	$0
JULIE WEBB	BOARD MEMBER	20.00	Director	$0	$0	$0
SHARON MORRIS	BOARD MEMBER	20.00	Director	$0	$0	$0
CIERA DIXON	PRINCIPAL	40.00	Officer	$71,105	$0	$71,105

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	$7,442,507	$4,730,735	$14,479,340	$2,711,772
2023	$5,634,099	$5,669,326	$12,069,569	$-35,227
2022	$4,232,380	$4,326,646	$7,357,775	$-94,266

MINA CHARTER SCHOOL OF LEE COUNTY INC