North Carolina Coalition for Charter Schools Inc (EIN 831830159) - 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

DAVID MACHADO

Phone

7042319767

Tax Period

2023-10-01 to 2024-09-30

North Carolina Coalition for Charter Schools Inc, founded in 2018, is a small nonprofit that reported $510K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $93K, a strong 18% operating margin.

Mission

Trade association advocating for the interests of charter schools in the NC General Assembly and State Board of Education

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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 $510,196

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $510,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,086

Fundraising Expenses $0

Program Expenses $417,072

Other Expenses $331,986

TOTAL EXPENSES $417,072

Year-over-Year Comparison

	2023	2022	Change
Revenue	$510,196	$448,081	+0.1%
Expenses	$417,072	$460,974	-0.1%
Net Income	$93,124	$-12,893	-8.2%

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

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

$76,237

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BRYANT	Chairperson	2.000	Officer	$0	$0	$0
PAULA JACKSON	Board Member	2.000	Director	$0	$0	$0
SANDEEP AGGARWAL	Vice Chair	2.000	Director	$0	$0	$0
GARRETT MCNEILL	Board Member	2.000	Director	$0	$0	$0
HELEN NANCE	Secretary	2.000	Officer	$0	$0	$0
SHANNON STEIN	Board Member	2.000	Director	$0	$0	$0
GREGG SINDERS	Treasurer	2.000	Officer	$0	$0	$0
ROBERT TOUCHTON	Board Member	2.000	Director	$0	$0	$0
DONALD BRYSON	Board Member	2.000	Director	$0	$0	$0
MICHAEL WAY	Board Member	2.000	Director	$0	$0	$0
SHELLY SHOPE	Vice Chair	2.000	Officer	$0	$0	$0
ANDREW MOCERI	Board Member	2.000	Director	$0	$0	$0
MEGAN DEKRAKER	Board Member	2.000	Director	$0	$0	$0
LINDALYN KAKEDELIS	Executive Director	40.00	Key Emp	$76,237	$0	$76,237

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
2024	$510,196	$417,072	$303,595	$93,124
2023	$448,081	$460,974	$205,357	$-12,893
2022	$280,110	$296,192	$214,784	$-16,082

North Carolina Coalition for Charter Schools Inc