WILLAMETTE LEADERSHIP ACADEMY

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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

2002

Legal Domicile

Principal Officer

LISA ARELLANO

Phone

5412462842

Tax Period

2024-07-01 to 2025-06-30

WILLAMETTE LEADERSHIP ACADEMY, founded in 2002, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

OPERATION OF WILLAMETTE LEADERSHIP ACADEMY (WLA) A MILITARY STYLE CHARTER SCHOOL, WHICH PROVIDES ACADEMIC, SOCIAL, AND EMOTIONAL INSTRUCTION TO MIDDLE AND HIGH SCHOOL STUDENTS (CADETS).

Program Service Accomplishments

Program 1

Expenses: $1,793,035

WE SERVED AN AVERAGE OF 126 MIDDLE SCHOOL STUDENTS AND 126 HIGH SCHOOL STUDENTS. WE HELD A PUBLIC BOARD MEETING MONTHLY.

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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 $3,664,806

Program Service Revenue $46,198

Investment Income $0

Other Revenue $12,893

TOTAL REVENUE $3,723,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,267

Fundraising Expenses $0

Program Expenses $1,793,035

Other Expenses $3,820,404

TOTAL EXPENSES $3,959,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,723,897	$3,315,815	+0.1%
Expenses	$3,959,671	$3,184,646	+0.2%
Net Income	$-235,774	$131,169	-2.8%

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

$86,667

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ARELLANO	CEO	40.00	Officer	$86,667	$0	$86,667
SARAH SLAY	MEMBER	0.03	Director	$0	$0	$0
KYLE SCHOLL	MEMBER	0.04	Director	$0	$0	$0
JAZMINE MACHADO	MEMBER	0.19	Director	$0	$0	$0
RICHARD CARLSON	MEMBER	0.77	Director	$0	$0	$0
TONY PETERMEN	MEMBER	0.48	Director	$0	$0	$0
JOHN ROBERTS	CHAIRPERSON	0.44	Officer Director	$0	$0	$0
MINDY VINCENT	VICE CHAIRPERSON	0.19	Officer Director	$0	$0	$0

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	$3,723,897	$3,959,671	$2,179,924	$-235,774
2024	$3,315,815	$3,184,646	$2,345,018	$131,169
2023	$2,959,555	$2,802,757	$2,211,859	$156,798
2022	$2,562,753	$2,494,410	$1,891,159	$68,343
2021	$2,436,420	$2,544,844	$2,005,039	$-108,424
2020	$3,187,469	$2,707,497	$2,017,206	$479,972
2019	$2,616,805	$2,624,857	$1,524,441	$-8,052