WILLOW CREEK ACADEMY (EIN 680460670) - 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

2001

Legal Domicile

Principal Officer

JIM HENRY

Phone

4153317530

Tax Period

2022-07-01 to 2023-03-31

Mission

THE OPERATION OF K-8 CHARTER SCHOOL IN SAUSALITO, CALIFORNIA WITH CHARTER FROM SAUSALITO MARIN CITY SCHOOL DISTRICT.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,675

TOTAL EXPENSES $8,675

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	$157	-1.0%
Expenses	$8,675	$82,733	-0.9%
Net Income	N/A	$-82,576	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT WEINSHEIMER	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARIJKE SMIT	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LEXI MUSSALLEM	SECRETARY	3.00	Officer Director	$0	$0	$0
JIM HENRY	TREASURER	3.00	Officer Director	$0	$0	$0
CYNTHIA NINMO	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER CONWAY	DIRECTOR	3.00	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
2023	No data	$8,675	No data	No data
2022	$157	$82,733	$991,088	$-82,576
2021	$5,091,646	$4,809,533	$1,294,457	$282,113
2020	$4,628,033	$5,232,466	$1,291,804	$-604,433
2019	$4,689,436	$4,495,603	$1,687,039	$193,833
2018	$4,461,182	$4,391,485	$1,559,635	$69,697

WILLOW CREEK ACADEMY