WASATCH PEAK ACADEMY (EIN 113738851) - 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

2005

Legal Domicile

Principal Officer

MARLOWE WOLFERSTAN

Phone

8019363066

Tax Period

2024-07-01 to 2025-06-30

WASATCH PEAK ACADEMY, founded in 2005, is a community nonprofit in the Education sector that reported $6.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $5.7M left a modest 9% surplus.

Mission

THE EDUCATION OF STUDENTS GRADES K-6.

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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 $6,022,180

Program Service Revenue $170,793

Investment Income $147,577

Other Revenue $0

TOTAL REVENUE $6,340,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,511,331

Other Expenses $5,738,502

TOTAL EXPENSES $5,738,502

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,340,550	$5,559,046	+0.1%
Expenses	$5,738,502	$4,673,467	+0.2%
Net Income	$602,048	$885,579	-0.3%

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

N/A

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
MARLOWE WOLFERSTAN	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
EMILY WILLEY	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER ROYALL	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
BRAD WYATT	FINANCIAL COORDINATOR	2.00	Officer Director	$0	$0	$0
KRISTIN KANO	BOARD MEMBER	2.00	Director	$0	$0	$0
TRISTAN CARLISLE	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE JONES	BOARD MEMBER	2.00	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	$6,340,550	$5,738,502	$11,372,060	$602,048
2024	No data	No data	No data	No data
2023	$4,829,389	$3,928,728	$7,414,013	$900,661
2022	$4,166,015	$3,765,695	$6,555,743	$400,320
2021	$3,774,538	$3,307,481	$6,357,930	$467,057
2020	$3,371,517	$3,015,639	$5,910,827	$355,878
2019	$3,222,831	$3,065,005	$5,613,565	$157,826
2018	$2,993,781	$2,833,433	$5,526,027	$160,348

WASATCH PEAK ACADEMY