MONROE CHARTER ACADEMY (EIN 813838227) - 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

JIM STEGALL

Phone

9802103627

Tax Period

2024-07-01 to 2025-06-30

MONROE CHARTER ACADEMY, founded in 2016, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

TO DEVELOP EACH CHILD INTO AN ACADEMICALLY THRIVING CITIZEN BY PARTNERING WITH PARENTS AND THE COMMUNITY, UTILIZING HIGH EXPECTATIONS AND A RIGOROUS CLASSICAL EDUCATION DELIVERED WITH PURPOSEFUL AND SPIRITED DEVOTION.

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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 $2,058,612

Program Service Revenue $1,461

Investment Income $0

Other Revenue $24,957

TOTAL REVENUE $2,085,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,051,810

Fundraising Expenses $0

Program Expenses $1,593,951

Other Expenses $1,160,942

TOTAL EXPENSES $2,212,752

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,085,030	$2,204,143	-0.1%
Expenses	$2,212,752	$2,117,940	+0.0%
Net Income	$-127,722	$86,203	-2.5%

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
ERIC HALL	CHAIR	1.00	Officer Director	$0	$0	$0
JIM STEGALL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARCIA JETER	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
TERAE HILL	FACILITIES CHAIR/SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIE OWENS	FUNDRAISER CHAIR	1.00	Officer Director	$0	$0	$0
VERMAINE SHELTON	ACADEMIC CHAIR	1.00	Officer Director	$0	$0	$0
JERVONTAI THREATT	BOARD 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	$2,085,030	$2,212,752	$306,606	$-127,722
2024	$2,204,143	$2,117,940	$337,143	$86,203
2023	$1,794,033	$1,790,897	$371,457	$3,136
2022	$1,510,535	$1,438,909	$430,213	$71,626
2021	$1,236,937	$1,063,427	$93,579	$173,510
2020	$696,325	$946,014	$71,302	$-249,689

MONROE CHARTER ACADEMY