UWHARRIE GREEN SCHOOL INC

EIN: 452400428 501(c)(3) Education

ASHEBORO, NC

Total Revenue
$25,722,069
Total Expenses
$26,180,241
Total Assets
$78,638,249
Net Assets
$-13,388,900
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
NC
Principal Officer
RYAN NELSON
Phone
3366100818
Tax Period
2024-07-01 to 2025-06-30

UWHARRIE GREEN SCHOOL INC, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $25.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

UWHARRIE CHARTER ACADEMY IS A TUITION-FREE PUBLIC CHARTER SCHOOL SERVING GRADES K-12 THAT PREPARES STUDENTS FOR COLLEGE AND CAREERS THROUGH A RIGOROUS, PROJECT-BASED, STEAM-FOCUSED EDUCATION EMPHASIZING SMALL LEARNING COMMUNITIES, INDIVIDUALIZED SUPPORT, AND REAL-WORLD CONNECTIONS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $24,193,319
Program Service Revenue $1,229,002
Investment Income $137,579
Other Revenue $162,169
TOTAL REVENUE $25,722,069

Expense Breakdown

Grants Paid $0
Salaries & Benefits $16,977,752
Fundraising Expenses $0
Program Expenses $19,282,239
Other Expenses $9,202,489
TOTAL EXPENSES $26,180,241

Year-over-Year Comparison

2024 2023 Change
Revenue $25,722,069 $23,341,774 +0.1%
Expenses $26,180,241 $24,331,625 +0.1%
Net Income $-458,172 $-989,851 -0.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
294
Volunteers
11

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
5
$223,201
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHELSEY BUTLER CHAIRPERSON 1.00
Officer Director
$0 $0 $0
REGINA M RUSH TREASURER 1.00
Officer Director
$0 $0 $0
JOHN A REID SECRETARY 1.00
Officer Director
$0 $0 $0
MEREDITH ARBAIZA MEMBER 1.00
Director
$0 $0 $0
GREG ZEPHIR MEMBER 1.00
Director
$0 $0 $0
ELISHA C SAVCHAK-TROGDON MEMBER 1.00
Director
$0 $0 $0
PAIGE FISH MEMBER 1.00
Director
$0 $0 $0
REBECCA MEAD MEMBER 1.00
Director
$0 $0 $0
VALERY DAMBREVILLE MEMBER 1.00
Director
$0 $0 $0
JOHNATHAN THILL MEMBER 1.00
Director
$0 $0 $0
RYANN TERRY MEMBER 1.00
Director
$0 $0 $0
SHARON CASTELLI SUPERINTENDENT 40.00
Officer
$127,561 $0 $127,561
RYAN NELSON CFO 40.00
Officer
$95,640 $0 $95,640
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 $25,722,069 $26,180,241 $78,638,249 $-458,172
2024 $23,341,774 $24,331,625 $76,815,225 $-989,851
2023 $20,502,315 $20,674,917 $79,059,839 $-172,602
2022 $18,416,032 $19,114,190 $74,695,846 $-698,158
2021 $15,359,750 $16,390,945 $37,750,042 $-1,031,195
2020 $14,591,949 $16,558,907 $36,866,333 $-1,966,958
2019 $13,989,535 $13,462,964 $31,719,089 $526,571
2018 $8,403,521 $9,439,413 $28,634,449 $-1,035,892
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