WINFREE ACADEMY CHARTER SCHOOLS (EIN 311686000) - 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

2000

Legal Domicile

Principal Officer

BRANDY SCHOTT

Phone

9728693250

Tax Period

2023-09-01 to 2024-08-31

WINFREE ACADEMY CHARTER SCHOOLS, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $11.8M in total revenue in fiscal year 2023.

Mission

TO CREATE A SUPPORTIVE, SAFE ENVIRONMENT THAT MOTIVATES, EDUCATES AND TRAINS STUDENTS SO THEY CAN GRADUATE FROM HIGH SCHOOL PREPARED WITH THE SKILLS AND ABILITIES NEEDED FOR HIGHER EDUCATION, EMPLOYMENT, AND LIFE.

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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 $11,758,501

Program Service Revenue $18,576

Investment Income $18,398

Other Revenue $0

TOTAL REVENUE $11,795,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,268,509

Fundraising Expenses $83,778

Program Expenses $12,052,563

Other Expenses $5,502,109

TOTAL EXPENSES $12,770,618

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,795,475	$11,924,964	0.0%
Expenses	$12,770,618	$11,914,787	+0.1%
Net Income	$-975,143	$10,177	-96.8%

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

131

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

$218,936

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKEELA HUDSON	DIRECTOR, BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARK HOFFMAN	DIRECTOR, VICE CHAIR OF OPS	1.00	Officer Director	$0	$0	$0
GABRIELLE MCCORMICK	DIRECTOR, VICE CHAIR OF S.P.	1.00	Officer Director	$0	$0	$0
GREG WARD	DIRECTOR, TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN YOUNGER	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
BRANDY SCHOTT	CEO/SUPERINTENDENT	40.00	Officer	$216,321	$2,615	$218,936
CARRIE ALEXANDER	ASSISTANT SUPERINTENDENT	40.00	Highest	$179,640	$5,622	$185,262
DEIRDRE STAPLES	EXEC DIR OR COMPLIANCE	40.00	Highest	$122,804	$906	$123,710
MADGE ENNIS	PRINCIPAL	40.00	Highest	$105,262	$1,400	$106,662

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
2024	$11,795,475	$12,770,618	$15,073,959	$-975,143
2023	$11,924,964	$11,914,787	$17,015,946	$10,177
2022	$10,945,163	$10,835,716	$11,988,625	$109,447
2021	$11,352,122	$10,699,307	$12,943,663	$652,815
2020	$12,595,642	$12,031,915	$12,620,409	$563,727
2019	$11,212,939	$10,863,007	$10,655,224	$349,932
2018	$10,404,581	$10,314,839	$9,111,961	$89,742

WINFREE ACADEMY CHARTER SCHOOLS