Charter Foundation (EIN 943314538) - 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

1998

Legal Domicile

Principal Officer

Amy Hui Johnson

Phone

7078248430

Tax Period

2024-07-01 to 2025-06-30

Charter Foundation, founded in 1998, is a small nonprofit in the Education sector that reported $248K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Net assets of $4.4M represent 215 months of operating reserves.

Mission

To provide facilities and resources to charter school programs which use the Waldorf Curriculum

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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 $282,910

Program Service Revenue $22,802

Investment Income $24,802

Other Revenue $-82,228

TOTAL REVENUE $248,286

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $81,865

Fundraising Expenses $14,483

Program Expenses $232,534

Other Expenses $11,198

TOTAL EXPENSES $243,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,286	$221,531	+0.1%
Expenses	$243,063	$305,998	-0.2%
Net Income	$5,223	$-84,467	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Korzo	Director	1.00	Director	$0	$0	$0
Ashley Schroth-Cary	Vice President	1.00	Director	$0	$0	$0
Amy Hui Johnson	President	3.00	Director	$0	$0	$0
Diana Ortiz	Secretary	1.00	Director	$0	$0	$0
Franz Feuerherdt	Treasurer	1.00	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	$248,286	$243,063	$9,352,649	$5,223
2024	$221,531	$305,998	$9,517,551	$-84,467
2023	$186,965	$114,673	$9,616,763	$72,292
2022	$115,690	$109,922	$9,682,177	$5,768
2021	$109,743	$81,041	$9,482,479	$28,702
2020	$101,794	$226,486	$9,514,823	$-124,692
2019	$734,519	$80,063	$9,576,701	$654,456

Charter Foundation