DOGWOOD CHARTER SCHOOL (EIN 872144205) - 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

BETH OPAT

Phone

4129734770

Tax Period

2024-07-01 to 2025-06-30

DOGWOOD CHARTER SCHOOL, founded in 2020, is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2024. Expenses of $363K exceeded revenue, resulting in a 45% operating deficit.

Mission

DOGWOOD CHARTER SCHOOL IS A TUITIONFREE PUBLIC CHARTER SCHOOL PROVIDING A STUDENTCENTERED EDUCATION ROOTED IN THE CHARLOTTE MASON PHILOSOPHY THE SCHOOL FOSTERS A LOVE OF LEARNING THROUGH HOLISTIC HANDSON NATUREBASED EDUCATION THAT NURTURES THE WHOLE CHILD

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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 $0

Program Service Revenue $250,626

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,083

Fundraising Expenses $0

Program Expenses $254,384

Other Expenses $181,600

TOTAL EXPENSES $362,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,626	N/A	N/A
Expenses	$362,683	N/A	N/A
Net Income	$-112,057	N/A	N/A

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

$24,521

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH OPAT	PRESIDENT	15.00	Officer	$24,521	$0	$24,521
SHANNON CONNER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTY GERESHENSKI	TREASURER	2.00	Officer Director	$0	$0	$0
MARK SCHNUPP	SECRETARY	2.00	Officer Director	$0	$0	$0
AMELIA BAUER	PAST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANGELA MUSTO	PAST PRESIDENT	15.00	Officer Director	$0	$0	$0
FRANNIE MCALEER	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER MANCE	DIRECTOR	2.00	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	$250,626	$362,683	$2,430	$-112,057

DOGWOOD CHARTER SCHOOL