ILEAD ONLINE CHARTER SCHOOL (EIN 822233697) - 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

KATE WOLFE

Phone

6614416636

Tax Period

2022-07-01 to 2023-06-30

ILEAD ONLINE CHARTER SCHOOL, founded in 2017, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2022. Expenses of $5.0M left a modest 5% surplus.

Mission

ILEAD ONLINE PUBLIC SCHOOL OFFERS PROGRAMS FOR K-12 GRADE IN SOUTHERN CALIFORNIA.

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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 $4,295,052

Program Service Revenue $930,265

Investment Income $0

Other Revenue $12,090

TOTAL REVENUE $5,237,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,864,742

Fundraising Expenses $0

Program Expenses $4,423,827

Other Expenses $1,109,891

TOTAL EXPENSES $4,974,633

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,237,407	$5,088,893	+0.0%
Expenses	$4,974,633	$4,719,667	+0.1%
Net Income	$262,774	$369,226	-0.3%

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

$139,925

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT PELLICO	CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS BOJORQUEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
GISELLE BICE	TREASURER	1.00	Officer Director	$0	$0	$0
KATHERINE WOLFE	SCHOOL DIRECTOR	40.00	Officer	$106,079	$33,846	$139,925
ERIN JONES	INSTRUCTOR	40.00	Highest	$117,597	$22,810	$140,407

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,237,407	$4,974,633	$3,816,035	$262,774
2022	$5,088,893	$4,719,667	$2,893,532	$369,226
2021	$3,245,031	$3,696,329	$1,939,784	$-451,298
2021	$3,302,700	$3,748,591	$2,220,435	$-445,891
2020	$2,818,806	$2,979,208	$4,564,637	$-160,402
2019	$7,355,867	$5,390,785	$3,679,922	$1,965,082

ILEAD ONLINE CHARTER SCHOOL