SOUTHWEST LEADERSHIP ACADEMY CHARTER SCHOOL (EIN 201804098) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

WILLIAM MOORE SR

Phone

2157291939

Tax Period

2023-07-01 to 2024-06-30

SOUTHWEST LEADERSHIP ACADEMY CHARTER SCHOOL, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $14.3M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $13.5M left a modest 5% surplus.

Mission

TO FOSTER THE NEXT GENERATION OF COMMUNITY LEADERS BY PROVIDING A UNIQUE, INNOVATIVE EDUCATIONAL PROGRAM THAT OFFERS RIGOROUS ACADEMICS AND LEADERSHIP DEVELOPMENT TO PROVIDE HOPE, EXCITEMENT AND CHANGES LIFE OUTCOMES TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN SOUTHWEST PHILADELPHIA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,716,825

Program Service Revenue $9,508,247

Investment Income $52,662

Other Revenue $0

TOTAL REVENUE $14,277,734

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,160,102

Fundraising Expenses $0

Program Expenses $9,186,562

Other Expenses $8,376,943

TOTAL EXPENSES $13,537,045

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,277,734	$10,972,225	+0.3%
Expenses	$13,537,045	$13,623,867	0.0%
Net Income	$740,689	$-2,651,642	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$395,297

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIGH PURNELL	CEO	35.00	Officer	$167,829	$23,895	$191,724
MARK ALLEN	CFO	35.00	Officer	$167,362	$36,211	$203,573
CHRISTINA GREEN	PRINCIPAL	35.00	Highest	$130,586	$33,726	$164,312
WILLIAM MOORE SR	CHAIRPERSON	0.30	Officer Director	$0	$0	$0
JIM KNIGHT	VICE CHAIR/T	0.30	Officer Director	$0	$0	$0
SHAWN FERNANDES	SECRETARY	0.30	Officer Director	$0	$0	$0
RE DR WILSON GOODE	TRUSTEE	0.30	Director	$0	$0	$0
WILLIAM MOORE JR	TRUSTEE	0.30	Director	$0	$0	$0
TOMICA WILLIAMS-STATHAM	TRUSTEE	0.30	Director	$0	$0	$0
RICHARD HARRIS	TRUSTEE	0.30	Director	$0	$0	$0
NONI BODI	TRUSTEE	0.30	Director	$0	$0	$0
TABITHA MINOR	TRUSTEE	0.30	Director	$0	$0	$0
STEPHEN THORNE	TRUSTEE	0.30	Director	$0	$0	$0
KAREEM THOMAS	TRUSTEE	0.30	Director	$0	$0	$0
VOFEE JABATEH	TRUSTEE	0.30	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	No data	No data	No data	No data
2024	$14,277,734	$13,537,045	$15,483,619	$740,689
2023	$10,972,225	$13,623,867	$11,517,705	$-2,651,642
2022	$13,472,093	$13,356,617	$14,438,884	$115,476
2021	$11,742,259	$10,420,215	$13,788,035	$1,322,044
2020	$10,269,742	$10,678,065	$13,006,882	$-408,323
2019	$9,726,273	$10,618,246	$12,450,189	$-891,973
2018	$6,749,309	$6,829,739	$12,674,883	$-80,430

SOUTHWEST LEADERSHIP ACADEMY CHARTER SCHOOL