Yosemite-Wawona Elementary Charter School (EIN 201636147) - 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

2014

Principal Officer

Edward Mee

Phone

2093756383

Tax Period

2024-07-01 to 2025-06-30

Yosemite-Wawona Elementary Charter School, founded in 2014, is a small nonprofit in the Education sector that reported $243K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $225K left a modest 7% surplus.

Mission

The mission of Yosemite-Wawona Elementary Charter School is to promote, improve, expand and enhance the availability of elementary and secondary educational programs and services within the community of Wawona or otherwise for the benefit of students who reside in Yosemite National Park or its surrounding areas.

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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 $17,962

Program Service Revenue $224,913

Investment Income $0

Other Revenue $0

TOTAL REVENUE $242,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,029

Fundraising Expenses $0

Program Expenses $192,578

Other Expenses $85,095

TOTAL EXPENSES $225,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,875	$268,684	-0.1%
Expenses	$225,124	$287,403	-0.2%
Net Income	$17,751	$-18,719	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edward Mee	Chairman	2.00	Director	$0	$0	$0
Greg Royce	Member	1.00	Director	$0	$0	$0
Savannah Pina	Member	1.50	Director	$0	$0	$0
Elise Bevington	Secretary	1.50	Director	$0	$0	$0
Katie Henderson	Member	1.50	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	$242,875	$225,124	$468,356	$17,751
2024	$268,684	$287,403	$449,724	$-18,719
2023	$285,533	$247,636	$433,555	$37,897
2022	$409,536	$207,030	$334,014	$202,506
2021	$114,305	$143,037	$166,346	$-28,732
2020	$113,670	$128,199	$164,102	$-14,529
2019	$-11,805	$99,110	$133,517	$-110,915
2018	$360,670	$372,016	$318,378	$-11,346

Yosemite-Wawona Elementary Charter School