THE FOUNDATION FOR MONTE DEL SOL CHARTER SCHOOL (EIN 850456767) - 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

2003

Legal Domicile

Principal Officer

CRAIG LANGWELL

Phone

5056605146

Tax Period

2023-07-01 to 2024-06-30

THE FOUNDATION FOR MONTE DEL SOL CHARTER SCHOOL, founded in 2003, is a small nonprofit in the Education sector that reported $190K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $322K exceeded revenue, resulting in a 70% operating deficit.

Mission

TO PROVIDE FUNDING TO MONTE DEL SOL CHARTER SCHOOL FOR EDUCATIONAL ACTIVITIES AND PROJECTS.

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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 $178,179

Program Service Revenue $253,752

Investment Income $-242,357

Other Revenue $0

TOTAL REVENUE $189,574

Expense Breakdown

Grants Paid $36,698

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $306,108

Other Expenses $285,399

TOTAL EXPENSES $322,097

Year-over-Year Comparison

	2023	2022	Change
Revenue	$189,574	$397,618	-0.5%
Expenses	$322,097	$362,934	-0.1%
Net Income	$-132,523	$34,684	-4.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT JESSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CRAIG LANGWELL	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN PAUL GRANILLO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEREMEY GREENWAY	DIRECTOR	1.00	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
2024	$189,574	$322,097	$503,598	$-132,523
2020	$321,419	$323,779	$2,475,925	$-2,360
2019	$290,614	$259,603	$2,582,493	$31,011
2018	$114,934	$107,836	$2,633,184	$7,098

THE FOUNDATION FOR MONTE DEL SOL CHARTER SCHOOL