YU MING CHARTER SCHOOL (EIN 274260393) - 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

2010

Legal Domicile

Principal Officer

STACEY WANG

Phone

5104522063

Tax Period

2024-07-01 to 2025-06-30

YU MING CHARTER SCHOOL, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $17.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

OPERATION OF A K-8 MANDARIN IMMERSION PUBLIC CHARTER SCHOOL.

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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 $16,031,384

Program Service Revenue $1,011,648

Investment Income $195,683

Other Revenue $71,361

TOTAL REVENUE $17,310,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,032,753

Fundraising Expenses $0

Program Expenses $13,117,783

Other Expenses $5,478,398

TOTAL EXPENSES $17,511,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,310,076	$15,627,127	+0.1%
Expenses	$17,511,151	$15,410,864	+0.1%
Net Income	$-201,075	$216,263	-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

223

Volunteers

150

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

$230,869

Total Directors

Key Employees

$380,419

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REGINALD LEE	CHAIR	1.00	Director	$0	$0	$0
JONATHAN SCHORR	VICE CHAIR	1.00	Director	$0	$0	$0
JESSICA HENRY	SECRETARY	1.00	Officer Director	$0	$0	$0
YIAWAY YEH	TREASURER	1.00	Officer Director	$0	$0	$0
KETA BROWN	MEMBER	1.00	Director	$0	$0	$0
JOI JACKSON	MEMBER	1.00	Director	$0	$0	$0
KENDRA FERGUSON	MEMBER	1.00	Director	$0	$0	$0
KENNETH MAXEY II	MEMBER	1.00	Director	$0	$0	$0
DAVID STINFIL	MEMBER	1.00	Director	$0	$0	$0
SHANNON WILLIAMS-ZOU	MEMBER	1.00	Director	$0	$0	$0
STACEY WANG	CEO	40.00	Officer	$230,869	$0	$230,869
CELIA PASCUAL	CHIEF ACADEMIC OFFICER	40.00	Key Emp	$185,429	$35,417	$220,846
EMILY WOOD	CHIEF OPERATIONS OFFICER	40.00	Key Emp	$159,573	$0	$159,573
CRYSTAL SIMMONS	DIRECTOR OF STUDENT SUPPORT	40.00	Highest	$125,422	$23,956	$149,378
WENTING WANG	DIRECTOR OF ACADEMICS	40.00	Highest	$118,229	$22,582	$140,811
DANDAN LIU	PRINCIPAL	40.00	Highest	$125,003	$23,876	$148,879
AMY SALFEN	PRINCIPAL	40.00	Highest	$124,741	$23,826	$148,567
HENRY LIU	DIRECTOR OF TALENT & HR	40.00	Highest	$119,882	$0	$119,882

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	$17,310,076	$17,511,151	$17,090,733	$-201,075
2024	$15,627,127	$15,410,864	$18,287,532	$216,263
2023	$14,303,954	$12,440,709	$10,094,181	$1,863,245
2022	$10,327,063	$9,646,011	$5,404,745	$681,052
2021	$7,696,320	$7,193,864	$3,564,287	$502,456
2020	$7,198,069	$6,674,122	$3,595,961	$523,947
2019	$6,526,769	$6,011,971	$2,343,467	$514,798
2018	$5,116,244	$4,872,125	$1,610,424	$244,119

YU MING CHARTER SCHOOL