Walden School of Liberal Arts (EIN 542115305) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Diana West

Phone

8013741545

Tax Period

2024-07-01 to 2025-06-30

Walden School of Liberal Arts, founded in 2003, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2024. Expenses of $5.9M left a modest 8% surplus.

Mission

To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,094,508

Program Service Revenue $82,283

Investment Income $176,712

Other Revenue $0

TOTAL REVENUE $6,353,503

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,255,595

Fundraising Expenses $0

Program Expenses $5,108,370

Other Expenses $1,611,175

TOTAL EXPENSES $5,866,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,353,503	$6,370,440	0.0%
Expenses	$5,866,770	$5,365,005	+0.1%
Net Income	$486,733	$1,005,435	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

156

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

$193,139

Total Directors

$287,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lois Bobo	Executive Dir.	40.00	Officer Director	$106,477	$0	$106,477
Hannah West	Middle School Director	40.00		$97,743	$0	$97,743
Sharon Beecroft	Director	40.00	Director	$94,170	$0	$94,170
Diana West	Board Trustee	40.00	Officer Director	$86,662	$0	$86,662
Matt Turner	Chairman	1.00	Officer Director	$0	$0	$0
Jennifer Knapp	Board Trustee	1.00	Officer Director	$0	$0	$0
Camilee Penrod	Board Trustee	1.00	Director	$0	$0	$0
James Duncan	Board Trustee	1.00	Director	$0	$0	$0
Jennie Sanders	Board Trustee	1.00	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	$6,353,503	$5,866,770	$10,313,898	$486,733
2024	$6,370,440	$5,365,005	$10,220,935	$1,005,435
2023	$5,536,781	$4,890,469	$9,372,917	$646,312
2022	$5,157,297	$4,344,354	$9,038,228	$812,943
2021	$4,615,227	$4,245,178	$8,429,226	$370,049
2020	$4,495,674	$3,668,819	$8,314,054	$826,855
2019	$3,938,727	$3,688,791	$7,770,656	$249,936

Walden School of Liberal Arts