Globe Charter School (EIN 841301281) - 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

1995

Legal Domicile

Principal Officer

Karl D Hering

Phone

7196300577

Tax Period

2024-07-01 to 2025-06-30

Globe Charter School, founded in 1995, is a small nonprofit that reported $985K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $831K, a strong 84% operating margin.

Mission

To provide a culturally rich interdisciplinary educational program that teaches tolerance and celebrates diversity. Students are supported in acquiring the essential academic skills needed to succeed.

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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 $0

Program Service Revenue $0

Investment Income $-464,313

Other Revenue $1,449,665

TOTAL REVENUE $985,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,174

Fundraising Expenses $0

Program Expenses $113,665

Other Expenses $110,866

TOTAL EXPENSES $154,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$985,352	$1,388,292	-0.3%
Expenses	$154,040	$1,259,098	-0.9%
Net Income	$831,312	$129,194	+5.4%

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

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
Chad Wehner	Director	1.00	Director	$0	$0	$0
Karl D Hering	President	1.00	Officer Director	$0	$0	$0
Kristina Singh	Secretary	1.00	Officer Director	$0	$0	$0
Jonathan Joubert	Vice President	1.00	Officer Director	$0	$0	$0
Robert Ludeman	Treasurer	1.00	Officer 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	$985,352	$154,040	No data	$831,312
2024	$1,388,292	$1,259,098	$1,049,674	$129,194
2023	$1,369,321	$1,404,101	$3,244,961	$-34,780
2022	$1,646,831	$1,283,079	$3,714,251	$363,752
2021	$1,777,936	$1,261,942	$1,791,801	$515,994
2020	$2,127,110	$1,279,781	$1,832,183	$847,329

Globe Charter School