NEW HOPE CHARTER SCHOOL (EIN 851441224) - 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

2020

Legal Domicile

Principal Officer

EXECUTIVE DIRECTOR

Phone

9166495077

Tax Period

2024-07-01 to 2025-06-30

NEW HOPE CHARTER SCHOOL, founded in 2020, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024. Expenses of $3.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

CALIFORNIA PUBLIC CHARTER SCHOOL SERVING MIDDLE SCHOOL STUDENTS IN THE ROBLA COMMUNITY.

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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 $2,944,724

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,944,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,089,425

Fundraising Expenses $0

Program Expenses $1,933,093

Other Expenses $1,185,701

TOTAL EXPENSES $3,275,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,944,724	$2,958,897	0.0%
Expenses	$3,275,126	$3,211,786	+0.0%
Net Income	$-330,402	$-252,889	+0.3%

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

$181,052

Total Directors

$17,587

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF KREISER	CHAIR/PT STAFF	10.00	Officer Director	$17,569	$18	$17,587
KIM HOWARD	TREASURER	2.00	Officer Director	$0	$0	$0
LISA FONG	SECRETARY	2.00	Officer Director	$0	$0	$0
RUBEN REYES	DIRECTOR	2.00	Director	$0	$0	$0
HERINDER PEGANY	EXECUTIVE DIRECTOR	40.00	Officer	$123,255	$40,210	$163,465
ANJAM KHAN	SCHOOL DIRECTOR	40.00	Highest	$135,007	$36,157	$171,164
CLAUDIA BERMUDEZ YEPEZ	SPANISH TEACHER/DIRECTOR OF DL	40.00	Highest	$110,500	$21,150	$131,650
HARI SHETTY	TEACHER/INSTRUCTIONAL COACH	40.00	Highest	$100,278	$19,323	$119,601

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	$2,944,724	$3,275,126	$1,984,523	$-330,402
2024	No data	No data	No data	No data
2023	$3,821,036	$3,341,100	$2,784,337	$479,936
2022	$2,510,046	$2,334,794	$2,435,433	$175,252

NEW HOPE CHARTER SCHOOL