Liberty Traditional Charter School (EIN 860956881) - 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

1999

Legal Domicile

Phone

6024428791

Tax Period

2024-07-01 to 2025-06-30

Liberty Traditional Charter School, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $17.7M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

To provide traditional secondary education to school students

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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 $16,892,896

Program Service Revenue $447,708

Investment Income $329,153

Other Revenue $0

TOTAL REVENUE $17,669,757

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,915,025

Fundraising Expenses $0

Program Expenses $14,369,769

Other Expenses $11,113,811

TOTAL EXPENSES $19,028,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,669,757	$22,635,237	-0.2%
Expenses	$19,028,836	$17,522,798	+0.1%
Net Income	$-1,359,079	$5,112,439	-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

287

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jackie Trujillo	Director	10.00	Director	$0	$0	$0
Kris Johnson	Director	10.00	Director	$0	$0	$0
Sean Watins	Director	2.00	Director	$0	$0	$0
Raena Janes	Director	10.00	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	$17,669,757	$19,028,836	$21,958,768	$-1,359,079
2024	$22,635,237	$17,522,798	$23,182,525	$5,112,439
2023	$15,996,627	$16,416,219	$15,703,174	$-419,592
2022	$14,675,715	$13,522,946	$15,913,535	$1,152,769
2021	$15,178,313	$13,504,203	$15,402,752	$1,674,110
2019	$12,595,602	$12,398,218	$12,237,732	$197,384
2018	$12,483,819	$11,843,974	$12,298,782	$639,845

Liberty Traditional Charter School