THOMAS EDISON CHARTER SCHOOL (EIN 870673250) - 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

2001

Legal Domicile

Principal Officer

JAMIE LEWIS

Phone

4357872820

Tax Period

2024-07-01 to 2025-06-30

THOMAS EDISON CHARTER SCHOOL, founded in 2001, is a mid-sized nonprofit in the Education sector that reported $13.8M in total revenue in fiscal year 2024. Expenses of $12.6M left a modest 8% surplus.

Mission

CHARTER SCHOOL SERVING KINDERGARTEN THROUGH FIFTH GRADE.

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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 $13,422,953

Program Service Revenue $197,402

Investment Income $139,626

Other Revenue $140

TOTAL REVENUE $13,760,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,491,307

Fundraising Expenses $0

Program Expenses $11,217,766

Other Expenses $2,105,014

TOTAL EXPENSES $12,596,321

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,760,121	$12,993,313	+0.1%
Expenses	$12,596,321	$11,340,658	+0.1%
Net Income	$1,163,800	$1,652,655	-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

298

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

$366,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY FOWERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF MASON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RYAN REEVES	TREASURER	2.00	Officer Director	$0	$0	$0
COREY ZHAO	POLICY AND PERSONNEL CHAIR	2.00	Director	$0	$0	$0
ESTER ISRAELSEN	TRUSTEE	2.00	Director	$0	$0	$0
COURTNEY CARPENTER	TRUSTEE	2.00	Director	$0	$0	$0
MELANI KIRK	PRINCIPAL SOUTH	40.00	Officer	$123,202	$18,921	$142,123
JAMIE LEWIS	CO-PRINCIPAL NORTH	40.00	Officer	$101,404	$13,947	$115,351
BRAD LARSEN	CO-PRINCIPAL NORTH	40.00	Officer	$93,368	$15,267	$108,635

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	$13,760,121	$12,596,321	$16,655,532	$1,163,800
2024	$12,993,313	$11,340,658	$15,844,190	$1,652,655
2023	$11,803,791	$9,976,441	$15,514,506	$1,827,350
2022	$10,418,349	$9,408,120	$14,298,710	$1,010,229
2021	$9,447,016	$8,805,232	$13,563,975	$641,784
2020	$9,022,000	$8,188,905	$14,112,808	$833,095

THOMAS EDISON CHARTER SCHOOL