Creswell Charter Board Incorporated (EIN 830765130) - 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

Stephanie Phelps

Phone

2527970230

Tax Period

2024-07-01 to 2025-06-30

Creswell Charter Board Incorporated, founded in 2018, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. The organization ran a surplus of $785K, a strong 19% operating margin.

Mission

Operation of a public 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 $210,997

Program Service Revenue $3,911,222

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,122,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,099,791

Fundraising Expenses $0

Program Expenses $2,545,602

Other Expenses $1,237,869

TOTAL EXPENSES $3,337,660

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,122,219	$3,938,222	+0.0%
Expenses	$3,337,660	$3,386,354	0.0%
Net Income	$784,559	$551,868	+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

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
Stephanie Phelps	Chair	015.00	Officer Director	$0	$0	$0
Constance Davenport	Vice Chair	015.00	Officer Director	$0	$0	$0
Victoria Harrison	Treasurer	002.00	Officer Director	$0	$0	$0
Laura Biggs	Secretary	002.00	Officer Director	$0	$0	$0
Gabrielle Davenport	Board Member	008.00	Director	$0	$0	$0
Lynn West	Board Member	002.00	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	$4,122,219	$3,337,660	$3,005,491	$784,559
2024	$3,938,222	$3,386,354	$2,782,751	$551,868
2023	$3,502,229	$3,194,024	$2,847,173	$308,205
2022	$3,219,812	$2,677,725	$2,780,249	$542,087
2021	$2,295,982	$1,817,747	$2,258,424	$478,235
2020	$1,661,774	$1,188,040	$473,734	$473,734

Creswell Charter Board Incorporated