ZETA CHARTER SCHOOLS INC (EIN 821888771) - 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

EMILY KIM

Phone

9173302296

Tax Period

2024-07-01 to 2025-06-30

ZETA CHARTER SCHOOLS INC, founded in 2017, is a mid-sized nonprofit in the Education sector that reported $56.6M in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.3M, a strong 17% operating margin.

Mission

TO SUPPORT SCHOOLS, ASSIST IN THE CREATION OF SCHOOLS, AND TO UNDERTAKE OTHER ACTIVITIES AS ARE CONSISTENT WITH THE GOAL OF PROMOTING AND SUPPORTING EDUCATIONAL ACHIEVEMENT.

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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 $23,867,656

Program Service Revenue $30,844,197

Investment Income $1,832,907

Other Revenue $33,497

TOTAL REVENUE $56,578,257

Expense Breakdown

Grants Paid $1,622,622

Salaries & Benefits $11,894,983

Fundraising Expenses $345,833

Program Expenses $43,029,861

Other Expenses $33,715,574

TOTAL EXPENSES $47,233,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,578,257	$32,139,512	+0.8%
Expenses	$47,233,179	$39,379,569	+0.2%
Net Income	$9,345,078	$-7,240,057	-2.3%

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

127

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

$917,956

Total Directors

Key Employees

$475,228

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN THORPE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
OPE BUKOLA	TRUSTEE	1.00	Director	$0	$0	$0
ALICIA HAMMARSKJOLD	TRUSTEE	1.00	Director	$0	$0	$0
JENNY SEDLIS	TRUSTEE	1.00	Director	$0	$0	$0
BOAZ WEINSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
EMILY A KIM	CEO	50.00	Officer	$418,343	$20,784	$439,127
JESSICA SIE	CHIEF ACADEMIC OFFICER	50.00	Officer	$228,014	$15,994	$244,008
BRIAN ZIED	CHIEF FINANCIAL OFFICER	50.00	Officer	$195,576	$39,245	$234,821
SAMREEN KHAN	CHIEF OPERATING OFFICER	50.00	Key Emp	$226,301	$3,690	$229,991
PAOLA STEPANIAN	CHIEF SCHOOLING OFFICER	50.00	Key Emp	$227,485	$17,752	$245,237
FELIPE BUSTAMANTE	CHIEF OPERATING OFFICER, SCHOOLS	50.00	Highest	$199,616	$16,480	$216,096
JESSIE FERGUSON	CHIEF LEGAL OFFICER	50.00	Highest	$183,496	$18,304	$201,800
CHRISTOPHER D'AMATO	MANAGING DIR. OF SCHOOL OPERATIONAL EXCELLENCE	50.00	Highest	$170,573	$24,528	$195,101
VERA BARNWELL DIRECTOR OF	OPERATIONAL EXCELLENCE STRATEGY	50.00	Highest	$164,361	$15,368	$179,729
AILEEN GRAY	DIRECTOR OF SPECIAL PROJECTS	50.00	Highest	$168,272	$5,187	$173,459

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	$56,578,257	$47,233,179	$437,516,956	$9,345,078
2024	$32,139,512	$39,379,569	$414,514,224	$-7,240,057
2023	$21,283,802	$20,438,119	$149,610,934	$845,683
2022	$14,078,395	$13,196,539	$31,771,816	$881,856
2021	$12,409,711	$6,583,308	$13,184,569	$5,826,403
2020	$6,611,024	$5,573,940	$7,007,119	$1,037,084
2019	$4,374,556	$3,945,787	$6,308,076	$428,769
2018	$3,232,016	$613,430	$3,972,223	$2,618,586

ZETA CHARTER SCHOOLS INC