WILKINSON SCHOOL INC (EIN 264819084) - 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

2015

Legal Domicile

Principal Officer

STACY OWENS

Phone

6507264582

Tax Period

2023-07-01 to 2024-06-30

WILKINSON SCHOOL INC, founded in 2015, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE MISSION OF OUR SCHOOL IS TO PROVIDE AN ENVIRONMENT AND ACTIVITIES WHICH FACILITATE THE PHYSICAL, MENTAL, SOCIAL, AND EMOTIONAL GROWTH OF STUDENTS OF DIVERSE BACKGROUNDS AND ABILITIES.

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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 $261,015

Program Service Revenue $867,361

Investment Income $5

Other Revenue $8,474

TOTAL REVENUE $1,136,855

Expense Breakdown

Grants Paid $142,844

Salaries & Benefits $694,590

Fundraising Expenses $11,493

Program Expenses $971,602

Other Expenses $423,012

TOTAL EXPENSES $1,260,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,136,855	$956,178	+0.2%
Expenses	$1,260,446	$1,169,726	+0.1%
Net Income	$-123,591	$-213,548	-0.4%

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
MEI CLARK	BOARD MEMBER	3.00	Director	$0	$0	$0
JOE FULLERTON	BOARD MEMBER	3.00	Director	$0	$0	$0
MARYANN KLOTOVICH	SECRETARY	5.00	Officer Director	$0	$0	$0
MARCUS NAJERA	VICE CHAIR	5.00	Officer Director	$0	$0	$0
STACY OWENS	TREASURER	5.00	Officer Director	$0	$0	$0
MARNIE WESTON	CHAIR	5.00	Officer 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	$1,136,855	$1,260,446	$190,925	$-123,591
2023	$956,178	$1,169,726	$337,272	$-213,548
2022	$1,004,464	$1,177,598	$533,355	$-173,134
2021	$1,286,897	$1,122,243	$759,295	$164,654
2020	$1,070,569	$1,181,945	$569,828	$-111,376
2019	$1,107,418	$1,280,527	$664,955	$-173,109
2018	$979,237	$1,052,978	$813,167	$-73,741

WILKINSON SCHOOL INC