A PLUS CHARTER SCHOOLS (EIN 821453897) - 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

LAURA NEWCOMB

Phone

5202655589

Tax Period

2024-07-01 to 2025-06-30

A PLUS CHARTER SCHOOLS, founded in 2017, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2024. Expenses of $4.2M left a modest 15% surplus.

Mission

AN ARIZONA CHARTER SCHOOL THAT EMPOWERS STUDENTS IN REACHING THEIR GREATEST POTENTIAL BY BECOMING RESPONSIBLE INDIVIDUALS OF CHARACTER AND EXCELLENCE, ENGAGED COMMUNITY MEMBERS, AND LIFELONG LEARNERS IN AN EVER-CHANGING 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 (2024)

Revenue Breakdown

Contributions & Grants $4,751,648

Program Service Revenue $100,086

Investment Income $65,226

Other Revenue $23,118

TOTAL REVENUE $4,940,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,926,848

Fundraising Expenses $0

Program Expenses $2,880,504

Other Expenses $2,279,540

TOTAL EXPENSES $4,206,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,940,078	$4,604,493	+0.1%
Expenses	$4,206,388	$4,096,114	+0.0%
Net Income	$733,690	$508,379	+0.4%

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
LAURA NEWCOMB	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
DOUGLAS MITCHELL	DIRECTOR	10.00	Director	$0	$0	$0
VICKY SCHILDGREN	DIRECTOR	10.00	Director	$0	$0	$0
DEBORAH HAVENS	DIRECTOR	10.00	Director	$0	$0	$0
JUSTIN PRICE	DIRECTOR	10.00	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	$4,940,078	$4,206,388	$9,954,945	$733,690
2024	$4,604,493	$4,096,114	$9,446,645	$508,379
2023	$3,851,558	$3,501,135	$9,035,580	$350,423
2022	$3,608,598	$3,723,672	$9,233,855	$-115,074
2021	$1,983,434	$2,633,197	$10,217,424	$-649,763

A PLUS CHARTER SCHOOLS