WOODBURY LEADERSHIP ACADEMY (EIN 464095121) - 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

2013

Legal Domicile

Principal Officer

JONAS BEUGEN

Phone

6515712100

Tax Period

2024-07-01 to 2025-06-30

WOODBURY LEADERSHIP ACADEMY, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $11.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $10.9M left a modest 4% surplus.

Mission

OPERATION OF A 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 $11,230,291

Program Service Revenue $61,772

Investment Income $75,906

Other Revenue $21,923

TOTAL REVENUE $11,389,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,147,806

Fundraising Expenses $0

Program Expenses $10,024,882

Other Expenses $4,792,657

TOTAL EXPENSES $10,940,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,389,892	$9,641,628	+0.2%
Expenses	$10,940,463	$9,462,015	+0.2%
Net Income	$449,429	$179,613	+1.5%

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

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

128

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

$159,162

Total Directors

$195,469

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELBI POOL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
COLLEEN LAUTENBACH	TREASURER/TEACHER	41.00	Officer Director	$57,063	$12,380	$69,443
CARLYE SHERRILL	SECRETARY	1.00	Officer Director	$0	$0	$0
MADELINE KNUTSON	MEMBER/TEACHER	41.00	Director	$45,476	$9,308	$54,784
ALLISON PINT	MEMBER/TEACHER	41.00	Director	$57,658	$13,584	$71,242
ASHLEY PTACEK	MEMBER	1.00	Director	$0	$0	$0
WILLIAM BECK	MEMBER	1.00	Director	$0	$0	$0
JOE VALENTINE	MEMBER	1.00	Director	$0	$0	$0
JONAS BEUGEN	SUPERINTENDENT (BEG JULY 2024)	41.00	Officer	$82,500	$7,219	$89,719
BENJAMIN BRODERICK	FACILITIES DIRECTOR	40.00	Highest	$118,913	$17,539	$136,452
NICHOLAS RICE	PRINCIPAL	40.00	Highest	$112,791	$22,912	$135,703

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	$11,389,892	$10,940,463	$5,565,734	$449,429
2024	$9,641,628	$9,462,015	$4,842,667	$179,613
2023	$8,003,398	$7,669,173	$5,055,153	$334,225
2022	$7,351,042	$6,714,369	$4,527,445	$636,673
2021	$5,912,313	$5,240,356	$4,350,331	$671,957
2020	$4,844,790	$4,568,476	$3,035,931	$276,314
2019	$3,768,497	$3,474,106	$2,784,884	$294,391
2018	$2,084,089	$2,874,865	$3,223,257	$-790,776

WOODBURY LEADERSHIP ACADEMY