THE CHARLES ARMSTRONG SCHOOL

EIN: 941666217 501(c)(3)

BELMONT, CA

Total Revenue
$14,653,124
Total Expenses
$14,909,990
Total Assets
$29,715,082
Net Assets
$17,526,763
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
CA
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

TO PROVIDE SPECIALIZED EDUCATION TO STUDENTS WITH SPECIFIC LANGUAGE DISABILITIES, MAINLY, DYSLEXIA.

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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%)

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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
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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

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Governance

Voting Members
16
Independent Members
16
Employees
119
Volunteers
35

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
7
$498,678
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
5
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
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