WINDSOR CHARTER ACADEMY (EIN 841517346) - 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

2000

Legal Domicile

Principal Officer

JOHN FEYEN

Phone

9706745020

Tax Period

2024-07-01 to 2025-06-30

WINDSOR CHARTER ACADEMY, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $24.8M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $21.3M left a modest 14% surplus.

Mission

Windsor Academy is a K-12 Charter School providing academic excellence character development and enthusiasm for life-long learning.

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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 $1,799,009

Program Service Revenue $18,948,580

Investment Income $352,466

Other Revenue $3,651,749

TOTAL REVENUE $24,751,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,974,005

Fundraising Expenses $0

Program Expenses $12,942,921

Other Expenses $5,374,531

TOTAL EXPENSES $21,348,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,751,804	$33,730,575	-0.3%
Expenses	$21,348,536	$21,401,513	0.0%
Net Income	$3,403,268	$12,329,062	-0.7%

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

305

Volunteers

392

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

$416,102

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah Baldwin	Member	2.00	Director	$0	$0	$0
Matt Powell	Member	2.00	Director	$0	$0	$0
Kourtney Carnahan	Treasurer	2.00	Officer Director	$0	$0	$0
Sherry Bartmann	President	2.00	Officer Director	$0	$0	$0
Jenny Ojala	Secretary	2.00	Officer Director	$0	$0	$0
Elaine Hungenberg	Vice President	2.00	Officer Director	$0	$0	$0
Anna Bradley	Member	40.00	Director	$0	$0	$0
Rebecaa Teeples	Executive Director	40.00	Key Emp	$185,181	$44,628	$229,809
SarahGennie Colazio	Director of Finance	40.00	Key Emp	$150,115	$36,178	$186,293
Hannah Mancina	Director of HS Education	40.00	Highest	$131,287	$31,640	$162,927
Kelly Seilbach	Director of MS Education	40.00	Highest	$131,287	$31,640	$162,927
Courtney Stone	Dir of Curriculum	40.00	Highest	$126,784	$30,555	$157,339
Valerie Perciante	Assistant Principal MS	40.00	Highest	$123,360	$29,730	$153,090
Ricky Wagner	Director of Facilities	40.00	Highest	$107,121	$25,816	$132,937

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	$24,751,804	$21,348,536	$55,958,244	$3,403,268
2024	$33,730,575	$21,401,513	$55,786,590	$12,329,062
2023	$18,518,405	$16,828,488	$37,722,907	$1,689,917
2022	$15,416,876	$10,453,860	$34,838,175	$4,963,016
2021	$15,987,871	$16,216,770	$36,625,608	$-228,899

WINDSOR CHARTER ACADEMY