GreenWood Charter School (EIN 471439324) - 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

2014

Legal Domicile

Principal Officer

Tracey Nelsen

Phone

8015902972

Tax Period

2024-07-01 to 2025-06-30

GreenWood Charter School, founded in 2014, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2024.

Mission

Our mission is to provide a quality holistic education to all students.

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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 $4,621,706

Program Service Revenue $48,820

Investment Income $66,079

Other Revenue $10,085

TOTAL REVENUE $4,746,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,373,624

Fundraising Expenses $0

Program Expenses $3,915,350

Other Expenses $1,391,254

TOTAL EXPENSES $4,764,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,746,690	$4,730,363	+0.0%
Expenses	$4,764,878	$4,550,342	+0.0%
Net Income	$-18,188	$180,021	-1.1%

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

104

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

$144,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jayme Nay	Chair	1.00	Officer Director	$0	$0	$0
Gina McInelly	Member	1.00	Director	$0	$0	$0
Carey Lloyd	Member	1.00	Director	$0	$0	$0
Daniel Bedford	Member	1.00	Director	$0	$0	$0
Tracey Nelsen	Director	40.00	Officer	$133,461	$11,438	$144,899

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	$4,746,690	$4,764,878	$9,222,013	$-18,188
2024	$4,730,363	$4,550,342	$9,505,627	$180,021
2023	$4,347,676	$4,352,538	$9,805,872	$-4,862
2022	$4,223,418	$3,879,281	$8,264,047	$344,137
2021	$4,004,320	$3,736,688	$8,190,643	$267,632

GreenWood Charter School