WISHING WELL SCHOOL OF THE CENTRAL COAST (EIN 464131186) - 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

HILARY SOLDATI

Phone

8052354401

Tax Period

2022-07-01 to 2023-06-30

WISHING WELL SCHOOL OF THE CENTRAL COAST, founded in 2013, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

WISHING WELL SCHOOL IS AN EDUCATION OF THE WHOLE CHILD. OUR PRESCHOOL, KINDERGARTEN, AND GRADES PROGRAMS SERVE LOS OSOS, SAN LUIS OBISPO, AND THE ENTIRE CENTRAL COAST.

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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 (2022)

Revenue Breakdown

Contributions & Grants $74,127

Program Service Revenue $1,329,350

Investment Income $16

Other Revenue $4,796

TOTAL REVENUE $1,408,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,124,347

Fundraising Expenses $5,654

Program Expenses $1,281,392

Other Expenses $420,394

TOTAL EXPENSES $1,544,741

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,408,289	$1,252,139	+0.1%
Expenses	$1,544,741	$1,213,397	+0.3%
Net Income	$-136,452	$38,742	-4.5%

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

Volunteers

160

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

$82,648

Total Directors

$106,273

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH CASE PETERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAWN BEAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KIRK FULTON	SECRETARY	1.00	Officer Director	$0	$0	$0
MONICA CHUDGAR	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY RAINE	DIRECTOR	40.00	Director	$23,625	$0	$23,625
DR HILARY SOLDATI NON-VOTING	DIRECTOR, ADMINISTRATIVE D	40.00	Officer Director	$78,371	$4,277	$82,648

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,408,289	$1,544,741	$258,687	$-136,452
2022	$1,252,139	$1,213,397	$350,344	$38,742
2021	$936,159	$798,879	$255,910	$137,280
2020	$486,804	$474,008	$153,720	$12,796
2019	$444,061	$440,510	$95,976	$3,551
2018	$416,113	$397,069	$60,118	$19,044

WISHING WELL SCHOOL OF THE CENTRAL COAST