DAVIDSON CHARTER ACADEMY (EIN 813746270) - 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

2017

Legal Domicile

Principal Officer

GREG TURLINGTON

Phone

3368037809

Tax Period

2022-07-01 to 2023-06-30

DAVIDSON CHARTER ACADEMY, founded in 2017, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2022.

Mission

TO FOSTER STUDENT LEARNING AND ACHIEVEMENT, AND INSPIRE STUDENTS TO BECOME INDEPENDENT THINKERS, EFFECTIVE COMMUNICATORS, AND CONTRIBUTING CITIZENS OF A GLOBAL SOCIETY.

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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 $5,463,160

Program Service Revenue $0

Investment Income $87,809

Other Revenue $42,310

TOTAL REVENUE $5,593,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,454,150

Fundraising Expenses $0

Program Expenses $3,693,919

Other Expenses $2,559,613

TOTAL EXPENSES $6,013,763

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,593,279	$5,357,121	+0.0%
Expenses	$6,013,763	$4,745,633	+0.3%
Net Income	$-420,484	$611,488	-1.7%

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

101

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
WARREN ALSTON	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTIN BRIGGS	MEMBER	1.00	Director	$0	$0	$0
CHRISTINE ENGLAND	VICE-CHAIRPE	3.00	Officer Director	$0	$0	$0
ANDREW LANCE	SECRETARY	2.00	Officer Director	$0	$0	$0
GREG TURLINGTON	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
AMANDA WHITAKER	MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,593,279	$6,013,763	$18,947,261	$-420,484
2022	$5,357,121	$4,745,633	$10,981,626	$611,488
2021	$4,745,272	$4,199,941	$10,405,605	$545,331
2020	$3,512,899	$3,368,071	$8,271,716	$144,828
2019	$2,729,184	$2,644,430	$7,594,617	$84,754

DAVIDSON CHARTER ACADEMY