THE CHARLES ARMSTRONG SCHOOL

🔒

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

1968

Legal Domicile

Principal Officer

JULIE SCHILLING

Phone

6505920780

Tax Period

2022-07-01 to 2023-06-30

THE CHARLES ARMSTRONG SCHOOL, founded in 1968, is a mid-sized nonprofit that reported $14.7M in total revenue in fiscal year 2022.

Mission

CHARLES ARMSTRONG SCHOOL UNLOCKS THE UNIQUE POTENTIAL OF STUDENTS WITH DYSLEXIA AND RELATED LEARNING DIFFERENCES, CHANGING THE TRAJECTORY OF THEIR LIVES.

Program Service Accomplishments

Program 1

Expenses: $11,295,320 Revenue: $12,851,833

THE SCHOOL PROVIDES SPECIAL EDUCATIONAL SERVICES FOR APPROXIMATELY 235 STUDENTS, GRADE 2-8, WITH SPECIFIC LANGUAGE DISABILITIES, PRIMARILY DYSLEXIA.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $1,410,460

Program Service Revenue $12,711,142

Investment Income $442,157

Other Revenue $89,365

TOTAL REVENUE $14,653,124

Expense Breakdown

Grants Paid $2,000,446

Salaries & Benefits $10,239,463

Fundraising Expenses $661,770

Program Expenses $11,295,320

Other Expenses $2,670,081

TOTAL EXPENSES $14,909,990

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,653,124	$14,854,128	0.0%
Expenses	$14,909,990	$13,799,961	+0.1%
Net Income	$-256,866	$1,054,167	-1.2%

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

119

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

$498,678

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OMAR AGUILAR	TRUSTEE - TREASURER	1.00	Officer Director	$0	$0	$0
BETSY BERMAN	TRUSTEE - SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC BLUESTEIN	TRUSTEE	1.00	Director	$0	$0	$0
KIM BOTTOMS	TRUSTEE	1.00	Director	$0	$0	$0
FARAH CHAMPSI	TRUSTEE	1.00	Director	$0	$0	$0
JENNA ELLIS	TRUSTEE - VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL GLASER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HUSKINS	TRUSTEE	1.00	Director	$0	$0	$0
ORI KATZ	TRUSTEE	1.00	Director	$0	$0	$0
LARS LUND	TRUSTEE	1.00	Director	$0	$0	$0
RAQUEL GARCIA MCGOVERN	TRUSTEE	1.00	Director	$0	$0	$0
MARK MOORE	TRUSTEE	1.00	Director	$0	$0	$0
LILY PANYACOSIT SHIELDS	TRUSTEE	1.00	Director	$0	$0	$0
ADOLFO RIEDEL	TRUSTEE	1.00	Director	$0	$0	$0
GRACE SHANAHAN	TRUSTEE	1.00	Director	$0	$0	$0
KATIE STOREY	TRUSTEE - BOARD CHAIR	1.00	Officer Director	$0	$0	$0
NEIL TUCH	HEAD OF SCHOOL	40.00	Officer	$304,342	$38,262	$342,604
ANDY BRYANT	CFO (TO 08/19/22)	40.00	Officer	$149,103	$6,971	$156,074
JULLIE SCHILLING	CFO (FROM 01/23/23)	40.00	Officer	$0	$0	$0
SARAH FOX	DIRECTOR OF LOWER SCHOOL & RESEARCH	40.00	Highest	$156,771	$18,708	$175,479
ELISSA WHORL	CHIEF OF STAFF	40.00	Highest	$141,114	$1,666	$142,780
MARY CUNNINGHAM	DIRECTOR OF TEACHING AND LEARNING	40.00	Highest	$139,494	$19,108	$158,602
BRIAN BARISH	DIRECTOR OF ADMISSIONS	40.00	Highest	$135,964	$15,893	$151,857
RHONDA ORR	DIRECTOR OF TECHNOLOGY	40.00	Highest	$126,232	$20,284	$146,516

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$14,653,124	$14,909,990	$29,715,082	$-256,866
2022	$14,854,128	$13,799,961	$28,344,387	$1,054,167
2021	$12,609,845	$13,675,181	$29,837,306	$-1,065,336
2020	$12,631,289	$13,130,944	$28,717,379	$-499,655
2019	$12,174,298	$12,590,344	$27,773,377	$-416,046
2018	$12,013,995	$12,041,699	$27,442,596	$-27,704