Liberty Traditional Charter School
Nonprofit profile at a glance
- EIN
- 860956881
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Tucson, AZ, USA
- Phone
- 6024428791
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Charter Schools
Reported finances
- Revenue
- $17,669,757
- Expenses
- $19,028,836
- Assets
- $21,958,768
- Liabilities
- $15,759,957
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
People named in this filing
- Jackie Trujillo (Director)
- Kris Johnson (Director)
- Sean Watins (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide traditional secondary education to school students
What it reported doing in 2024
The school is commiteed to providing the highest quality education where children can achieve their full academic potential. This is accomplished by individualized instruction in core curriculum, low teacher-student ratios, and a qualified teaching staff. Our goal is to provide a safe, structured environment which encourages the development of strong family values, where a child becomes not only a well-rounded scholastic student, but also a life-long responsible citizen.
Operating model
- Revenue model
- Grant-funded. 96% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 83
- Accountability: 94
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 81.7%; rating input score 82
- Program expense ratio: 75.5%; rating input score 76
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 8th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 6 of 7 controls in place; rating input score 86
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -7.7%; rating input score 13; 13th percentile among comparable filings
- Total-asset coverage ratio: 1.15; rating input score 41; 41st percentile among comparable filings
- Liabilities to assets ratio: 0.72; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 96; 96th percentile among comparable filings
Growth
- Program expense growth: 9.8% per year; rating input score 100; 69th percentile among comparable filings
- Revenue growth: 11.2% per year; rating input score 100; 78th percentile among comparable filings
- Asset growth: 13.8% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 81.7% of revenue deployed · 75.5% of spending went to programs
- Governance: 8 of 4 board members independent · 6 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $14.4M in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 29 of 30 current checks pass · 1 finding to review
- Schedules: 6 filed schedules
- Filing history: 12 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 13/100.
- Review — Accountability: Governance controls: Audit committee oversight not reported.
- Moderate — Transparency & Controls: Independent members within voting members did not reconcile in the filed values.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.