NORTHERN UNITED CHARTER SCHOOLS (EIN 825002004) - 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

SHARI LOVETT

Phone

7074452660

Tax Period

2024-07-01 to 2025-06-30

NORTHERN UNITED CHARTER SCHOOLS, founded in 2017, is a community nonprofit in the Education sector that reported $8.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $8.0M left a modest 10% surplus.

Mission

NORTHERN UNITED CHARTER SCHOOLS OPERATES TWO PUBLIC CHARTER SCHOOLS: NORTHERN UNITED - HUMBOLDT CHARTER SCHOOL AND NORTHERN UNITED - SISKIYOU CHARTER SCHOOL.

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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 $8,642,905

Program Service Revenue $0

Investment Income $134,058

Other Revenue $95,428

TOTAL REVENUE $8,872,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,217,657

Fundraising Expenses $0

Program Expenses $7,432,234

Other Expenses $1,772,230

TOTAL EXPENSES $7,989,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,872,391	$7,714,502	+0.2%
Expenses	$7,989,887	$8,155,564	0.0%
Net Income	$882,504	$-441,062	-3.0%

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

123

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

$325,319

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARI LOVETT	EXECUTIVE DIRECTOR	40.00	Officer	$132,004	$48,071	$180,075
KELLEY WITHERS	CBO	40.00	Officer	$104,750	$40,494	$145,244
REBEKAH E RYBECK-DAVIS	REGIONAL DIRECTOR	1.00	Highest	$101,125	$42,272	$143,397
ROSEMARY KUNKLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIANA OESTERLE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JERE COX	MEMBER	2.00	Director	$0	$0	$0
MELISSA JOHNSON	MEMBER	2.00	Director	$0	$0	$0
BRIAN PAYTON	MEMBER	2.00	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	$8,872,391	$7,989,887	$6,229,269	$882,504
2024	$7,714,502	$8,155,564	$5,105,770	$-441,062
2023	$8,807,399	$7,620,123	$5,267,655	$1,187,276
2022	$7,332,593	$6,981,042	$3,623,547	$351,551
2021	$6,715,654	$6,204,142	$4,299,432	$511,512
2020	$7,138,049	$7,450,936	$2,384,993	$-312,887
2019	$8,620,987	$6,043,737	$2,661,507	$2,577,250

NORTHERN UNITED CHARTER SCHOOLS