ELEVATED CHARTER SCHOOL (EIN 923446104) - 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

2021

Legal Domicile

Principal Officer

AMY EDWARDS

Phone

3855351655

Tax Period

2024-07-01 to 2025-06-30

ELEVATED CHARTER SCHOOL, founded in 2021, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 997% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 7% surplus.

Mission

ELEVATED CHARTER SCHOOL DEVELOPS STUDENTS' INITIATIVE, CREATIVITY, COLLABORATION, AND CRITICAL THINKING TO CREATE LIFELONG LEARNERS WHO ARE EMPOWERED FOR LIFE ELEVATED AS THEY MOVE ONTO COLLEGE, CAREER, AND CITIZENSHIP.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $2,617,694

Program Service Revenue $19,251

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,636,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,418,198

Fundraising Expenses $0

Program Expenses $1,921,439

Other Expenses $1,042,294

TOTAL EXPENSES $2,460,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,636,945	$240,325	+10.0%
Expenses	$2,460,492	$368,007	+5.7%
Net Income	$176,453	$-127,682	-2.4%

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

$149,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA ELLIS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARY KAVANAUGH	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT MARK	TREASURER	1.00	Officer Director	$0	$0	$0
TYLER NELSON	MEMBER	1.00	Director	$0	$0	$0
AMY EDWARDS	EXECUTIVE DIRECTOR	40.00	Officer	$145,454	$4,455	$149,909

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	$2,636,945	$2,460,492	$610,577	$176,453
2024	$240,325	$368,007	$192,340	$-127,682

ELEVATED CHARTER SCHOOL