SILVERLEAF SCHOOL (EIN 823614723) - 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

Principal Officer

JAMIE MATTISON

Phone

5039108009

Tax Period

2023-07-01 to 2024-06-30

SILVERLEAF SCHOOL is a small nonprofit in the Education sector that reported $147K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $180K exceeded revenue, resulting in a 23% operating deficit.

Mission

ELEMENTARY EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $141,260

Investment Income $1

Other Revenue $767

TOTAL REVENUE $147,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,279

Fundraising Expenses $0

Program Expenses $180,114

Other Expenses $103,835

TOTAL EXPENSES $180,114

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,028	$250,316	-0.4%
Expenses	$180,114	$206,019	-0.1%
Net Income	$-33,086	$44,297	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE MATTISON	PROGRAM DIRE	1.00	Officer Director	$0	$0	$0
TINA KATHLEEN SCHWEIKERT	BOARD VICE C	1.00	Director	$0	$0	$0
ZEB SCHWEIKERT	PROGRAM DIRE	1.00	Officer Director	$0	$0	$0
KRISTEN ANN SHELTON	BOARD CHAIR	1.00	Director	$0	$0	$0
JASON MICHAEL STEWART	BOARD MEMBER	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	$147,028	$180,114	$47,802	$-33,086
2023	$250,316	$206,019	$61,106	$44,297

SILVERLEAF SCHOOL