CHARTER CHAMPIONS OF ROCHESTER INC (EIN 883545358) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

JOSEPH KLEIN

Phone

5855056910

Tax Period

2023-01-01 to 2023-12-31

CHARTER CHAMPIONS OF ROCHESTER INC, founded in 2022, is a small nonprofit in the Education sector that reported $507K in total revenue in fiscal year 2023. Revenue surged 348% from the prior year, signaling strong growth momentum. Expenses of $434K left a modest 15% surplus.

Mission

OUR MISSION IS TO STRENGTHEN AND BUILD EDUCATIONAL CAPACITY FOR CHARTER SCHOOLS IN ROCHESTER, NY. THE ORGANIZATION HAS CREATED AN UMBRELLA ASSOCIATION FOR ALL 27 CHARTER SCHOOLS IN ROCHESTER NY. BY COLLABORATIVELY SUPPORTING AND WORKING WITH THE SCHOOLS AND THEIR LEADERSHIP, THE ORGANIZATION WILL BE A CATALYST TO MEET DESIRED OUTCOMES FOR EVERY CHILD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $516,013

Program Service Revenue $0

Investment Income $0

Other Revenue $-8,604

TOTAL REVENUE $507,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $347,370

Fundraising Expenses $0

Program Expenses $286,875

Other Expenses $86,353

TOTAL EXPENSES $433,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$507,409	$113,186	+3.5%
Expenses	$433,723	$87,530	+4.0%
Net Income	$73,686	$25,656	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$217,295

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH KLEIN	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
MICHAEL PERLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT HOGGARD	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHARA BAKER	BOARD MEMBER - RESIGNED JULY 2023	1.00	Director	$0	$0	$0
CARLOS GARCIA	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELISSA KLEIN	BOARD MEMBER - JOINED JAN 2023	2.00	Director	$0	$0	$0
WAYNE LEWIS	BOARD MEMBER - JOINED JAN 2023	1.00	Director	$0	$0	$0
PAUL MILLER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$195,162	$22,133	$217,295

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
2024	No data	No data	No data	No data
2023	$507,409	$433,723	$109,702	$73,686

CHARTER CHAMPIONS OF ROCHESTER INC