CHARETTE CHARTER SCHOOL (EIN 824296249) - 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

2018

Legal Domicile

Principal Officer

NICOLE LYONS

Phone

4012701183

Tax Period

2024-07-01 to 2025-06-30

CHARETTE CHARTER SCHOOL, founded in 2018, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Expenses of $3.6M left a modest 10% surplus.

Mission

THE SCHOOL'S MISSION IS TO INSPIRE STUDENTS TO BECOME PRACTITIONERS OF CITY PLANNING AS A LIFE LONG CIVIC ENGAGEMENT STRATEGY.

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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 $821,373

Program Service Revenue $3,170,359

Investment Income $58,389

Other Revenue $0

TOTAL REVENUE $4,050,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,211,181

Fundraising Expenses $0

Program Expenses $2,865,349

Other Expenses $1,433,059

TOTAL EXPENSES $3,644,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,050,121	$3,993,187	+0.0%
Expenses	$3,644,240	$3,551,950	+0.0%
Net Income	$405,881	$441,237	-0.1%

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

N/A

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
CAROL MARTIN	CEO	40.00	Highest	$178,777	$22,033	$200,810
KATHLEEN VESPIA	FORMER E.D.	40.00	Highest	$167,091	$16,442	$183,533
OLA ADEDUJI	TRUSTEE	1.00		$0	$0	$0
ANIKA CLEMENT	TRUSTEE	1.00		$0	$0	$0
ROXANNE DEBRITTO	TRUSTEE	1.00		$0	$0	$0
RYAN DICKERSON	TRUSTEE	1.00		$0	$0	$0
FRANK PROSNITZ	VICE-CHAIRMA	2.00	Officer	$0	$0	$0
LISA SCORPIO	SECRETARY	2.00	Officer	$0	$0	$0
DR RICHARD SOLOMON	CHAIRMAN	2.00	Officer	$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	$4,050,121	$3,644,240	$7,139,926	$405,881
2024	$3,993,187	$3,551,950	$7,279,257	$441,237
2023	$4,643,228	$3,556,398	$7,144,375	$1,086,830
2022	$3,877,393	$3,306,980	$2,037,348	$570,413
2021	$3,408,211	$2,745,668	$1,339,572	$662,543
2020	$2,278,169	$2,187,258	$704,928	$90,911
2019	$1,751,385	$1,353,264	$501,133	$398,121

CHARETTE CHARTER SCHOOL