MASTERY CHARTER SCHOOL - SMEDLEY E… - Form 990 Financial Data

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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

2010

Legal Domicile

Principal Officer

DR JOEL BOYD

Phone

2158869000

Tax Period

2024-07-01 to 2025-06-30

MASTERY CHARTER SCHOOL - SMEDLEY ELEMENTARY, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $16.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

ALL STUDENTS LEARN THE ACADEMIC AND PERSONAL SKILLS THEY NEED TO BE TRULY PREPARED FOR POSTSECONDARY SUCCESS AND ABLE TO PURSUE THEIR DREAMS.

Program Service Accomplishments

Program 1

Expenses: $14,050,380 Revenue: $14,950,973

MASTERY SCHOOLS INTEGRATES EDUCATIONAL BEST PRACTICES AND EFFECTIVE MANAGEMENT TO DRIVE STUDENT ACHIEVEMENT. OUR ACADEMIC STAFF IS OUTSTANDING AND RELENTLESSLY COMMITTED TO STUDENT ACHIEVEMENT AND...

MASTERY SCHOOLS INTEGRATES EDUCATIONAL BEST PRACTICES AND EFFECTIVE MANAGEMENT TO DRIVE STUDENT ACHIEVEMENT. OUR ACADEMIC STAFF IS OUTSTANDING AND RELENTLESSLY COMMITTED TO STUDENT ACHIEVEMENT AND CONTINUALLY IMPROVE THEIR CRAFT THROUGH HIGHLY-EFFECTIVE PROFESSIONAL DEVELOPMENT, COACHING, AND COLLABORATIVE SUPPORT. INSTRUCTION IS GROUNDED BY A COMMON PEDAGOGICAL VISION AND GUIDED BY RIGOROUS STANDARDS-BASED CURRICULA. WE ALIGN ASSESSMENTS TO CLEAR AND MEANINGFUL OBJECTIVES AND USE ASSESSMENT DATA TO TARGET AREAS OF NEED.MASTERY CHARTER SCHOOL - SMEDLEY ELEMENTARY SERVES STUDENTS IN GRADES K-6.

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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 $1,335,184

Program Service Revenue $14,950,973

Investment Income $402,794

Other Revenue $2,030

TOTAL REVENUE $16,690,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,251,222

Fundraising Expenses $0

Program Expenses $14,050,380

Other Expenses $7,158,848

TOTAL EXPENSES $16,410,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,690,981	$18,502,447	-0.1%
Expenses	$16,410,070	$15,085,557	+0.1%
Net Income	$280,911	$3,416,890	-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

$259,325

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERRY EMERY	TREASURER	0.50	Officer Director	$0	$0	$0
SUZANNE BIEMILLER	SECRETARY	0.50	Officer Director	$0	$0	$0
SHEREDA CROMWELL	BOARD MEMBER	0.50	Director	$0	$0	$0
HOSEA HARVEY	BOARD MEMBER	0.50	Director	$0	$0	$0
MARKIDA ROSS	BOARD MEMBER	0.50	Director	$0	$0	$0
JUDITH TSCHIRGI	BOARD MEMBER	0.50	Director	$0	$0	$0
ROY WADE	BOARD MEMBER	0.50	Director	$0	$0	$0
CAITLIN MURPHY	PRINCIPAL	40.00	Officer	$188,306	$71,019	$259,325
SULAIMAN RAHMAN	EX-OFFICIO CHAIR	0.50	Officer	$0	$0	$0
ROBERT VICTOR	EX-OFFICIO CHAIR (UNTIL 12/24)	0.50	Officer	$0	$0	$0
RASHANNA WARD	ASST PRINCIPAL OF INSTRUCTION	40.00	Highest	$136,905	$53,952	$190,857
DANIELLE NICOLETTI	ASST PRINCIPAL/DIRECTOR OF OPERATIONS	40.00	Highest	$133,328	$72,329	$205,657
ISAAC HEBRON	ASST PRINCIPAL OF INSTRUCTION	40.00	Highest	$118,646	$67,150	$185,796
KELSEY GAVIGAN	ASST PRINCIPAL OF SPECIALIZED SERVICES	40.00	Highest	$116,650	$8,552	$125,202
AMY ZEIGLER	SPECIALIZED SERVICES TEACHER	40.00	Highest	$115,999	$40,452	$156,451

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	$16,690,981	$16,410,070	$14,548,016	$280,911
2024	$18,502,447	$15,085,557	$14,652,903	$3,416,890
2023	$16,392,264	$14,088,396	$11,113,124	$2,303,868
2022	$16,285,850	$13,844,878	$9,574,548	$2,440,972
2021	$13,860,660	$11,589,938	$7,798,358	$2,270,722
2020	$13,287,202	$12,075,859	$6,271,624	$1,211,343
2019	$12,548,094	$11,538,763	$5,887,241	$1,009,331
2018	$11,231,278	$9,820,259	$5,829,525	$1,411,019

MASTERY CHARTER SCHOOL - SMEDLEY ELEMENTARY