ACHIEVE COMMUNITY CHARTER SCHOOL

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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

JULIA PEREZ

Phone

9735567070

Tax Period

2022-07-01 to 2023-06-30

ACHIEVE COMMUNITY CHARTER SCHOOL, founded in 2016, is a mid-sized nonprofit in the Education sector that reported $10.8M in total revenue in fiscal year 2022.

Mission

ACHIEVE COMMUNITY CHARTER SCHOOL BUILDS INNOVATIONS WHO GRADUATE COLLEGE READY TO SOLVE THE WORLD'S NEXT SET OF CHALLENGES.

Program Service Accomplishments

Program 1

Expenses: $4,420,651 Revenue: $7,530,561

THE CHARTER SCHOOL PROVIDES A FULL RANGE OF EDUCATIONAL SERVICES APPROPRIATE TO GRADE LEVELS K THROUGH 8. THESE INCLUDE BOTH REGULAR AND SPECIAL EDUCATION PROGRAMS. AS OF JUNE 30, 2023, THE CHARTER SCHOOL'S FINAL HEAD COUNT WAS 441 STUDENTS. THE MAJOR INITIATIVES ARE BUILDING THE CURRICULUM FOR RIGOROUS LITERACY AND MATH INSTRUCTION THROUGH THE ADOPTION A NEW CURRICULUMS. TEACHERS AND LEADERS WILL BE TRAINED IN SUMMER INSTITUTE AND ON BI-WEEKLY PROFESSIONAL DEVELOPMENT. THE CHARTER SCHOOL ALSO ADOPTED A NEW GUIDED READING FRAMEWORK IN KINDERGARTEN TO SECOND GRADE AND CLOSE READING IN THIRD GRADE. TEACHERS AND LEADERS WERE PROFESSIONALLY DEVELOPED TO IMPLEMENT THE CURRICULUM. SOCIAL EMOTIONAL LEARNING AND SUPPORT WAS DEVELOPED THROUGH THE ADDITION OF A VICE PRINCIPAL OF CULTURE AS WELL AS AN ASSOCIATE DEAN. THESE TWO POSITIONS PROVIDED DIRECT SUPPORT TO TEACHERS AND ADMINISTRATORS IN MEETING THE NEEDS OF OUR MOST STRUGGLING STUDENTS.

Program 2

Expenses: $2,251,726

THE CHARTER SCHOOL IMPLEMENTED THE EVERY STUDENT SUCCEEDS ACT (ESSA) AND IDEA PROGRAMS. THESE PROGRAMS WERE ENACTED BY CONGRESS TO PREAUTHORIZE THE ELEMENTARY AND SECONDARY EDUCATION ACT WITH MAJOR FOCUS ON PROVIDING ALL CHILDREN WITH FAIR, EQUAL AND SIGNIFICANT OPPORTUNITY TO HAVE A HIGH QUALITY EDUCATION THROUGH ENRICHMENT ACTIVITIES. IN ADDITION, THE CHARTER SCHOOL ALSO IMPLEMENTED REQUIREMENTS OF THE ESSER, ARP AND OTHER COVID-19 RELATED ACTIVITIES TO RETAIN AND MAINTAIN SCHOOL OPERATIONS DURING THE COVID-19 PANDEMIC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,229,244

Program Service Revenue $7,470,657

Investment Income $4,122

Other Revenue $59,904

TOTAL REVENUE $10,763,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,197,380

Fundraising Expenses $0

Program Expenses $6,672,377

Other Expenses $3,452,752

TOTAL EXPENSES $10,650,132

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,763,927	$10,802,841	0.0%
Expenses	$10,650,132	$9,656,416	+0.1%
Net Income	$113,795	$1,146,425	-0.9%

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
MANDISSA BRUDEY	PRINCIPAL	40.00	Highest	$127,917	$14,682	$142,599
JAMES LASTER	VICE-PRINCIP	40.00	Highest	$122,442	$19,097	$141,539
CHALEETA N HINES	EXECUTIVE DI	40.00	Officer	$0	$0	$0
DOMINIQUE LEE	CEO	40.00	Officer	$0	$0	$0
CHRISTOPHER PERPICH	CHIEF SCHOOL	40.00	Officer	$0	$0	$0
PRISCILLA EVERHART	SBA	20.00	Officer	$0	$0	$0
RONALD AUGUSTIN	CHAIR	3.00	Officer Director	$0	$0	$0
SONIA RODRIGUEZ-MARTO	TRUSTEE	3.00	Director	$0	$0	$0
DANA MURRAY	TRUSTEE	3.00	Director	$0	$0	$0
WYNDA GARCIA	TRUSTEE	3.00	Director	$0	$0	$0
YOSSY MONTECINOS	TRUSTEE	3.00	Director	$0	$0	$0
AYANAH HARRIS	TRUSTEE	3.00	Director	$0	$0	$0
CHARICE BALLESTER	TRUSTEE UNTI	3.00	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
2023	$10,763,927	$10,650,132	$5,653,046	$113,795
2022	$10,802,841	$9,656,416	$6,502,135	$1,146,425
2021	$5,846,858	$5,078,088	$1,391,958	$768,770
2020	$5,514,955	$5,471,385	$916,867	$43,570
2019	$3,972,228	$4,067,365	$286,167	$-95,137
2018	$1,082,300	$1,043,763	$54,253	$38,537