MASTERY CHARTER SCHOOL - CLYMER ELEMENTARY (EIN 452107667) - 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

2011

Legal Domicile

Principal Officer

DR JOEL BOYD

Phone

2158669000

Tax Period

2024-07-01 to 2025-06-30

MASTERY CHARTER SCHOOL - CLYMER ELEMENTARY, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $10.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $9.9M left a modest 4% surplus.

Mission

STUDENTS LEARN THE SKILLS NEEDED FOR POST-SECONDARY SUCCESS AND ARE ABLE TO PURSUE THEIR DREAMS.

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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 $986,645

Program Service Revenue $9,233,084

Investment Income $171,674

Other Revenue $2,381

TOTAL REVENUE $10,393,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,969,946

Fundraising Expenses $0

Program Expenses $8,427,902

Other Expenses $3,975,891

TOTAL EXPENSES $9,945,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,393,784	$11,854,305	-0.1%
Expenses	$9,945,837	$9,456,923	+0.1%
Net Income	$447,947	$2,397,382	-0.8%

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

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

$245,604

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
HEATHER SCHEG	PRINCIPAL	40.00	Officer	$183,219	$62,385	$245,604
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
SHANNA TESCHNER	ASST PRINCIPAL/DIR OF OPERATIONS	40.00	Highest	$117,527	$59,796	$177,323
KAREN SHERLOCK	DIR OF LOW INCIDENCE PROGRAMMING	40.00	Highest	$112,465	$45,697	$158,162
JAIME HALPERT	ASST PRINCIPAL OF INSTRUCTION	40.00	Highest	$118,601	$13,685	$132,286
KHAIRA NAHL	ASST PRINCIPAL OF SCHOOL CULTURE	40.00	Highest	$107,003	$20,996	$127,999
ALLISON BRYANT	ASST PRINCIPAL OF INSTRUCTION	40.00	Highest	$110,907	$13,482	$124,389

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	$10,393,784	$9,945,837	$6,672,018	$447,947
2024	$11,854,305	$9,456,923	$6,634,893	$2,397,382
2023	$9,983,775	$8,770,981	$4,672,515	$1,212,794
2022	$9,643,116	$8,755,618	$4,201,437	$887,498
2021	$8,559,340	$7,689,162	$3,531,684	$870,178
2020	$8,713,512	$8,550,245	$3,619,217	$163,267
2019	$8,782,037	$7,431,602	$4,379,865	$1,350,435
2018	$8,350,268	$6,940,586	$4,103,699	$1,409,682

MASTERY CHARTER SCHOOL - CLYMER ELEMENTARY