Eagle County Charter Academy Education Foundation (EIN 841262197) - 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

1994

Legal Domicile

Principal Officer

Kim Walter

Phone

9709260656

Tax Period

2024-07-01 to 2025-06-30

Eagle County Charter Academy Education Foundation, founded in 1994, is a small nonprofit in the Education sector that reported $256K in total revenue in fiscal year 2024.

Mission

To provide support to Eagle County Charter Academy in order to create life long learners.

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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 $267,365

Program Service Revenue $0

Investment Income $5,015

Other Revenue $-16,868

TOTAL REVENUE $255,512

Expense Breakdown

Grants Paid $245,790

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $258,865

Other Expenses $13,075

TOTAL EXPENSES $258,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$255,512	$264,003	0.0%
Expenses	$258,865	$280,917	-0.1%
Net Income	$-3,353	$-16,914	-0.8%

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

N/A

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

$182,332

Total Directors

$228,607

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shana Davis	President	2.00	Officer Director	$0	$0	$0
Molly Griffin	Vice-President	2.00	Officer Director	$0	$0	$0
Erin Blue	Treasurer	2.00	Officer Director	$0	$0	$0
Kate Tyler	Secretary	1.00	Officer Director	$0	$0	$0
Amy May	Director	1.00	Director	$0	$0	$0
Beth Ellsworth	Staff Member	40.00	Director	$0	$15,692	$88,527
Michael Moser	Staff Member	40.00	Director	$0	$42,348	$140,080
Molly Brown	Principal	40.00	Officer	$0	$33,013	$182,332

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	$255,512	$258,865	$231,025	$-3,353
2024	$264,003	$280,917	$234,527	$-16,914
2023	$269,148	$311,290	$251,542	$-42,142
2022	$257,287	$277,346	$293,591	$-20,059
2021	$231,221	$255,587	$313,705	$-24,366
2020	$239,088	$299,556	$338,050	$-60,468
2019	$287,780	$296,894	$430,522	$-9,114
2018	$301,307	$392,728	$407,767	$-91,421

Eagle County Charter Academy Education Foundation