TREE OF LIFE INTERNATIONAL CHARTER SCHOOL (EIN 820951127) - 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

2017

Legal Domicile

Principal Officer

DEBORAH WALLACE

Phone

5303787040

Tax Period

2024-07-01 to 2025-06-30

TREE OF LIFE INTERNATIONAL CHARTER SCHOOL, founded in 2017, is a community nonprofit in the Education sector that reported $8.9M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 33% operating margin.

Mission

A TK-8TH SPANISH/ENGLISH DUAL IMMERSION CHARTER SCHOOL WHERE LOVE IS OUR FIRST LANGUAGE.

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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 $8,602,173

Program Service Revenue $209,588

Investment Income $104,937

Other Revenue $-239

TOTAL REVENUE $8,916,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,317,130

Fundraising Expenses $0

Program Expenses $4,677,257

Other Expenses $1,640,834

TOTAL EXPENSES $5,957,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,916,459	$5,908,566	+0.5%
Expenses	$5,957,964	$4,471,641	+0.3%
Net Income	$2,958,495	$1,436,925	+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

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

$274,260

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WYNDI NELSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELE ANBERG-ESPINOZA	SECRETARY	2.00	Officer Director	$0	$0	$0
LITZA RAMOS	MEMBER	2.00	Director	$0	$0	$0
TODD GOBLE	MEMBER	2.00	Director	$0	$0	$0
CALVIN ROBERTSON	MEMBER	2.00	Director	$0	$0	$0
DEBORAH WALLACE	EXECUTIVE DIRECTOR	40.00	Officer	$130,731	$41,829	$172,560
DONNA HELLER	CHIEF BUSINESS OFFICIAL	40.00	Officer	$101,033	$667	$101,700

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	$8,916,459	$5,957,964	$12,248,705	$2,958,495
2024	$5,908,566	$4,471,641	$11,962,365	$1,436,925
2023	$5,794,847	$3,801,297	$4,212,612	$1,993,550
2022	$3,369,908	$2,878,403	$1,941,393	$491,505
2021	$3,055,299	$2,292,416	$1,483,928	$762,883
2020	$2,073,711	$1,882,872	$946,687	$190,839
2019	$1,611,269	$1,407,141	$448,296	$204,128
2018	$1,247,871	$1,129,994	$195,835	$117,877

TREE OF LIFE INTERNATIONAL CHARTER SCHOOL