THE GOLDEN CHARTER ACADEMY (EIN 843677964) - 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

2019

Legal Domicile

Principal Officer

ROBERT GOLDEN

Phone

5592933157

Tax Period

2023-07-01 to 2024-06-30

THE GOLDEN CHARTER ACADEMY, founded in 2019, is a community nonprofit in the Education sector that reported $7.4M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $6.8M left a modest 8% surplus.

Mission

OPERATION OF A TK-8 PUBLIC CHARTER SCHOOL IN THE CITY OF FRESNO, CALIFORNIA.

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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 $7,346,112

Program Service Revenue $0

Investment Income $4,825

Other Revenue $14,835

TOTAL REVENUE $7,365,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,298,951

Fundraising Expenses $9,340

Program Expenses $5,764,248

Other Expenses $3,457,838

TOTAL EXPENSES $6,756,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,365,772	$5,414,798	+0.4%
Expenses	$6,756,789	$4,727,725	+0.4%
Net Income	$608,983	$687,073	-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

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

$151,336

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED GONZALEZ	CHAIR	2.00	Director	$0	$0	$0
BARD DE VORE	VICE CHAIR	2.00	Director	$0	$0	$0
ISAIAH GREEN	DIRECTOR	2.00	Director	$0	$0	$0
HANNAH JOHNSON-MCABEE	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
CASSANDRA LITTLE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT GOLDEN	CEO/PRESIDENT	50.00	Officer	$138,039	$13,297	$151,336
MANDY BREUER	PRINCIPAL	40.00	Highest	$132,617	$26,593	$159,210

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	$7,365,772	$6,756,789	$6,160,222	$608,983
2023	$5,414,798	$4,727,725	$3,700,952	$687,073
2022	$3,474,769	$3,176,112	$1,225,097	$298,657

THE GOLDEN CHARTER ACADEMY