Education (B29) IRS Verified DX Registered 990 on File

LIBERTY TRADITION CHARTER SCHOOL

EIN: 86-0956881 · TUCSON, AZ 85712-2235 · United States · FY 2023 Data

3 out of 5 54 / 100 Based on 2+ years of filings

Financial strength (30%) 70/100

Reliability (20%) 55/100

Effectiveness (25%) 88/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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Mission Statement

Liberty Traditional Charter School is one of Arizona’s fastest-growing charter school systems. We are a tuition FREE, not-for-profit charter school providing an exceptional educational environment that focuses on incredible academics, community involvement and family values. The education provided at Liberty Traditional Charter School centers on more than everyday academics. We follow the Arizona State Standards while simultaneously implementing a family values curriculum. Students are taught about values that will help them both academically and socially, like trustworthiness, respect, responsibility, fairness, caring and citizenship. Liberty’s teachers and staff make your children’s educational experience both entertaining and challenging through a variety of programs and community service projects. Liberty Traditional Charter School adheres to the same major laws and regulations as all other public schools. The major difference between charter and public schools is that charter schools have the freedom to set their own rules with regard to curriculum and teaching styles. Liberty Traditional Charter School was designed to deliver programs tailored to educational excellence and the needs of the community it serves.

Financial Overview — FY 2023

$16.0M

Total Revenue

$16.4M

Total Expenses

$2.4M

Net Assets

260

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 81.4%

Fundraising Efficiency N/A

Operating Reserve 1.79x

Liability-to-Asset 84.4%

Revenue Diversification 97.8%

Executive Compensation $104K

Compared with Peers

FY 2023

Compared with 3,577 similar organizations (United States, Education, $10M–$100M in expenses), FY 2023.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	81.4%	84.4%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	18.6%	13.5%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	0.0%	0.7%	P10P90	Top quarter
Operating reserve Months of expenses covered by net assets · higher is better	1.8 mo	10.9 mo	P10P90	Bottom quarter
Liabilities to assets Total liabilities / total assets · lower is better	84.4%	34.2%	P10P90	Bottom quarter
Revenue concentration Share of revenue from the largest source · lower is better	97.8%	87.3%	P10P90	Bottom quarter
Revenue growth Year over year revenue growth	9.0%	4.8%	P10P90
Expense growth Year over year expense growth	21.4%	8.5%	P10P90
Surplus margin Surplus as a share of revenue	-2.6%	2.7%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2023	$16.0M	$16.4M	$2.4M	81.4%	260
2022	$14.7M	$13.5M	$2.9M	83.3%	226
2021	$29.5M	$13.5M	N/A	—	261
2020	$13.9M	$12.7M	N/A	—	261

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Organization Details

EIN: 86-0956881
State: AZ
City: TUCSON
ZIP: 85712-2235
Classification: B29
Category: Education
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 2011
Foundation Code: 11
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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