WOODLAND STAR CHARTER SCHOOL (EIN 201117176) - 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

2004

Legal Domicile

Principal Officer

CAROLINE HOPEWELL

Phone

7079963849

Tax Period

2023-07-01 to 2024-06-30

WOODLAND STAR CHARTER SCHOOL, founded in 2004, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023.

Mission

TO PROVIDE EDUCATION TO STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE IN THE SONOMA COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,115,755

Program Service Revenue $0

Investment Income $63,195

Other Revenue $0

TOTAL REVENUE $3,178,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,583,367

Fundraising Expenses $0

Program Expenses $2,137,480

Other Expenses $555,569

TOTAL EXPENSES $3,138,936

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,178,950	$3,130,509	+0.0%
Expenses	$3,138,936	$2,839,451	+0.1%
Net Income	$40,014	$291,058	-0.9%

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

$177,175

Total Directors

$119,788

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLIE ROMER	PRESIDENT	2.00	Officer Director	$360	$0	$360
GEORDIE CARR	VICE PREISDE	2.00	Officer Director	$0	$0	$0
MONICA CONWAY	SECRETARY	40.00	Officer Director	$68,461	$0	$68,461
JOE HENCMANN	MEMBER	2.00	Director	$0	$0	$0
EVELYN GODINEZ	PARENT REP	2.00	Director	$0	$0	$0
MEGAN MALKASSIAN	FACULTY REP	40.00	Director	$50,967	$0	$50,967
MISAEL LOPEZ	MEMBER	2.00	Director	$0	$0	$0
HYCEN JEWETT	MEMBER	2.00	Director	$0	$0	$0
CAROLINE HOPEWELL	EXECUTIVE DI	40.00	Officer	$108,354	$0	$108,354

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	$3,178,950	$3,138,936	$2,331,667	$40,014
2023	$3,130,509	$2,839,451	$2,271,447	$291,058
2022	$3,148,534	$2,726,155	$2,021,937	$422,379
2021	$3,073,446	$2,644,591	$1,433,835	$428,855
2020	$2,652,809	$2,637,824	$1,251,941	$14,985
2019	$2,639,135	$2,528,308	$1,001,768	$110,827
2018	$2,514,701	$2,416,744	$782,959	$97,957

WOODLAND STAR CHARTER SCHOOL