HEARTLAND CHARTER SCHOOL (EIN 830774513) - 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

ANTHONY MIRANDA

Phone

6618290099

Tax Period

2023-07-01 to 2024-06-30

HEARTLAND CHARTER SCHOOL, founded in 2018, is a mid-sized nonprofit in the Education sector that reported $78.4M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $72.4M left a modest 8% surplus.

Mission

TO PROVIDE A HIGH STANDARD OF EDUCATION TO STUDENTS THROUGH COMPREHENSIVE CURRICULUM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $78,441,791

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $78,441,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,158,232

Fundraising Expenses $0

Program Expenses $64,793,357

Other Expenses $31,207,882

TOTAL EXPENSES $72,366,114

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,441,791	$58,257,916	+0.3%
Expenses	$72,366,114	$52,725,457	+0.4%
Net Income	$6,075,677	$5,532,459	+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

315

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

$374,867

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY MIRANDA	PRESIDENT	2.00	Officer Director	$0	$0	$0
NICOLE PANERO	MEMBER	2.00	Director	$0	$0	$0
ASHLEI FERGUSON	MEMBER	2.00	Director	$0	$0	$0
ALYLSSA MCCOY	MEMBER	2.00	Director	$0	$0	$0
JULIE ZUMARAN	MEMBER	0.00	Director	$0	$0	$0
COURTNEY MCCORKLE	EXECUTIVE DIRECTOR	40.00	Officer	$308,226	$66,641	$374,867
ANDREA VALADEZ	EDUCATION	40.00	Highest	$206,118	$46,778	$252,896
CHRISTINE ANG	INSTRUCTION	40.00	Highest	$196,090	$53,751	$249,841
KATHERINE ROWE	DIRECTOR	40.00	Highest	$188,826	$48,182	$237,008
MEGAN WORKMAN	CURRICULUM	40.00	Highest	$180,545	$48,411	$228,956
CHRISTIE CHAMBLESS	TEACHING COORDINATOR	40.00	Highest	$157,628	$26,358	$183,986

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	No data	No data	No data	No data
2024	$78,441,791	$72,366,114	$32,393,952	$6,075,677
2023	$58,257,916	$52,725,457	$22,789,016	$5,532,459
2022	$51,746,197	$50,011,108	$12,182,251	$1,735,089
2021	$43,088,639	$42,329,236	$19,604,128	$759,403
2020	$41,138,669	$38,079,130	$12,592,552	$3,059,539
2019	$28,265,421	$27,351,076	$6,069,730	$914,345

HEARTLAND CHARTER SCHOOL