West Oak Lane Charter School (EIN 232946223) - 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

1998

Legal Domicile

Principal Officer

DR DEBBERA PEOPLES-LEE

Phone

2159277995

Tax Period

2024-07-01 to 2025-06-30

West Oak Lane Charter School, founded in 1998, is a mid-sized nonprofit in the Education sector that reported $20.6M in total revenue in fiscal year 2024.

Mission

THE CORPORATION OPERATES AS A PUBLIC CHARTER SCHOOL IN PHILADELPHIA AND IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. IT SERVES GRADES K-8.

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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 $2,658,322

Program Service Revenue $17,889,135

Investment Income $33,713

Other Revenue $10,362

TOTAL REVENUE $20,591,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,421,143

Fundraising Expenses $0

Program Expenses $19,129,224

Other Expenses $10,204,697

TOTAL EXPENSES $22,625,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,591,532	$20,905,010	0.0%
Expenses	$22,625,840	$22,081,230	+0.0%
Net Income	$-2,034,308	$-1,176,220	+0.7%

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

133

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

$1,004,392

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DEBBERA PEOPLES-LEE	CHIEF EXECUTIVE OFFICER	40.0	Officer	$257,434	$47,012	$304,446
SHEILA ROYAL-MOSES	CHIEF ACADEMIC OFFICER	40.0	Officer	$222,174	$61,493	$283,667
CHARLETTA ZEIGLER	PRINCIPAL	40.0	Officer	$186,059	$35,402	$221,461
PEGUY SAINTIL-MIDDLETON	CLIMATE DIRECTOR	40.0	Highest	$126,406	$71,846	$198,252
TIFFANY THOMPSON	DIRECTOR OF SPECIAL EDUCATION	40.0	Officer	$144,295	$50,523	$194,818
PANSY LAMBERT-KNOWLES	DIRECTOR OF COMPLIANCE	40.0	Highest	$113,075	$71,066	$184,141
JULIE SPURRI	TEACHER - 8TH GRADE	40.0	Highest	$109,872	$69,278	$179,150
JENNIFER HILL	TEACHER - 3RD GRADE	40.0	Highest	$109,765	$68,728	$178,493
Michele Jones	Sr. Dir. of Dev & Ext. Affairs	40.0	Highest	$130,211	$47,823	$178,034
Ayana Bradshaw	PRESIDENT	1.0	Officer Director	$0	$0	$0
Wendy Thomas	Vice President	1.0	Officer Director	$0	$0	$0
Donna Clement Jackson	Secretary	1.0	Officer Director	$0	$0	$0
Irv Brockington	Treasurer	1.0	Officer Director	$0	$0	$0
AVA M WILLIS-BARKSDALE	Immediate Past President	1.0	Officer Director	$0	$0	$0
Sharmain Matlock-Turner	PRESIDENT EMERITUS	1.0	Officer Director	$0	$0	$0
IMANI RUBY GLENN	BOARD MEMBER	1.0	Director	$0	$0	$0
PATRICK MORRISON	BOARD MEMBER	1.0	Director	$0	$0	$0
Laverne Bostic-Jackson	BOARD MEMBER	1.0	Director	$0	$0	$0
Bakari White	BOARD MEMBER	1.0	Director	$0	$0	$0
Kimberly West-Brown	BOARD MEMBER	1.0	Director	$0	$0	$0
Daniel Wideman	BOARD MEMBER	1.0	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	$20,591,532	$22,625,840	$4,651,919	$-2,034,308
2024	$20,905,010	$22,081,230	$7,698,059	$-1,176,220
2023	$23,093,283	$20,665,242	$9,875,545	$2,428,041
2022	$17,633,515	$16,973,757	$9,484,536	$659,758
2021	$17,368,281	$14,501,157	$9,119,709	$2,867,124
2020	$15,293,537	$15,286,927	$6,405,756	$6,610
2019	$14,609,165	$14,711,842	$6,263,148	$-102,677
2018	$13,523,229	$12,269,207	$7,162,629	$1,254,022

West Oak Lane Charter School