Living Wisdom School of Palo Alto (EIN 770521380) - 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

2000

Legal Domicile

Phone

6504628150

Tax Period

2024-01-01 to 2024-12-31

Living Wisdom School of Palo Alto, founded in 2000, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.9M left a modest 14% surplus.

Mission

Corporation was formed to organize and operate a primary private school, open to the public, based on the Living Wisdom principles of Paramhansa Yogananda (1893-1952) - See Statement 100

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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 $119,858

Program Service Revenue $1,966,486

Investment Income $118,612

Other Revenue $600

TOTAL REVENUE $2,205,556

Expense Breakdown

Grants Paid $11,131

Salaries & Benefits $1,421,038

Fundraising Expenses $0

Program Expenses $1,624,490

Other Expenses $460,706

TOTAL EXPENSES $1,892,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,205,556	$2,381,851	-0.1%
Expenses	$1,892,875	$1,733,825	+0.1%
Net Income	$312,681	$648,026	-0.5%

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

N/A

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

$137,646

Total Directors

$15,307

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gary McSweeney	President	40.00	Officer	$63,486	$20,400	$83,886
Helen Purcell	Secretary Treasurer	40.00	Officer	$41,405	$12,355	$53,760
Asha Praver	Director	1.00	Director	$0	$0	$15,307
Eric Munro	Director	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
2024	$2,205,556	$1,892,875	$2,824,906	$312,681
2023	$2,381,851	$1,733,825	$2,481,328	$648,026
2022	$1,900,358	$1,655,533	$1,754,422	$244,825
2021	$1,971,378	$1,658,751	$1,648,312	$312,627
2020	$2,032,847	$1,826,165	$1,337,532	$206,682
2019	$1,998,182	$1,938,444	$1,123,093	$59,738
2018	$1,921,919	$1,974,277	$1,084,156	$-52,358

Living Wisdom School of Palo Alto