Sedona Charter School Inc (EIN 860794286) - 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

Amy Fultz

Phone

9282046464

Tax Period

2023-07-01 to 2024-06-30

Sedona Charter School Inc, founded in 1995, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

To challenge each child to achieve excellence through an individualized program which includes a schoolwide musical strings program. We inspire a passion for learning, instill a sense of personal responsibility, and cultivate a respect for the environment and involvement in the 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 (2023)

Revenue Breakdown

Contributions & Grants $1,996,184

Program Service Revenue $0

Investment Income $45

Other Revenue $35,884

TOTAL REVENUE $2,032,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,337,059

Fundraising Expenses $0

Program Expenses $1,948,057

Other Expenses $719,729

TOTAL EXPENSES $2,056,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,032,113	$1,865,255	+0.1%
Expenses	$2,056,788	$1,770,147	+0.2%
Net Income	$-24,675	$95,108	-1.3%

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

N/A

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

$88,966

Total Directors

$197,189

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Fultz	Executive Director	40.00	Officer	$72,500	$16,466	$88,966
Christa Badorek	Director/Teacher	40.00	Director	$55,000	$14,327	$69,327
Lucy Hill	Director/Teacher	40.00	Director	$51,250	$13,867	$65,117
Samantha Malinski	Director/Teacher	40.00	Director	$49,134	$13,611	$62,745
Julie James	Treasurer	1.00	Officer Director	$0	$0	$0
Mark Antin	Director	1.00	Director	$0	$0	$0
John Griffin	Secretary	1.00	Director	$0	$0	$0
Richard Cobban	President	1.00	Officer Director	$0	$0	$0
Peter Bassett	Secretary	1.00	Officer Director	$0	$0	$0
Diana Munger	Director	1.00	Director	$0	$0	$0
Gail Olson	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
2025	No data	No data	No data	No data
2024	$2,032,113	$2,056,788	$2,302,873	$-24,675
2023	$1,865,255	$1,770,147	$2,347,935	$95,108
2022	$1,840,523	$1,700,497	$2,289,035	$140,026
2021	$1,649,935	$1,528,690	$2,214,548	$121,245
2020	$1,470,943	$1,513,935	$2,286,032	$-42,992
2019	$1,533,873	$1,449,203	$2,199,539	$84,670
2018	$1,396,255	$1,459,845	$1,922,956	$-63,590

Sedona Charter School Inc