YELLOW WOOD ACADEMY (EIN 911148082) - 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

1983

Legal Domicile

Principal Officer

JED MILEY

Phone

2062361095

Tax Period

2023-09-01 to 2024-08-31

YELLOW WOOD ACADEMY, founded in 1983, is a community nonprofit in the Education sector that reported $6.8M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

YELLOW WOOD ACADEMY IS AN INDEPENDENT, ACCREDITED SCHOOL WITH CUSTOMIZED ONE TO ONE AND SMALL GROUP EDUCATIONAL PLANS DESIGNED TO MEET EACH STUDENT'S UNIQUE NEEDS.

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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 $42,454

Program Service Revenue $6,671,396

Investment Income $70,745

Other Revenue $2,558

TOTAL REVENUE $6,787,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,743,674

Fundraising Expenses $20,371

Program Expenses $5,517,383

Other Expenses $1,538,594

TOTAL EXPENSES $7,282,268

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,787,153	$6,116,771	+0.1%
Expenses	$7,282,268	$6,393,651	+0.1%
Net Income	$-495,115	$-276,880	+0.8%

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

105

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

$372,736

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JED MILEY	EXEC DIRECTOR	40.00	Officer	$208,164	$15,557	$223,721
DAN PHILLIPS	DIR. OF FINANCE & OP. (THRU 7/24)	40.00	Officer	$137,068	$11,947	$149,015
JAY HEATH	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
NEIL HOLLOWAY	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN MARSHALL	SECRETARY (RESIGNED IN AUG. 2024)	1.00	Officer Director	$0	$0	$0
MICHAEL ATALLA	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GIARD	DIRECTOR	1.00	Director	$0	$0	$0
RUTH KANE	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY LOU-MANGUSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
BRITTNEY SHRAG	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	$6,787,153	$7,282,268	$3,121,530	$-495,115
2023	$6,116,771	$6,393,651	$4,089,699	$-276,880
2022	$5,789,183	$5,601,574	$3,440,905	$187,609
2021	$6,450,212	$5,260,771	$2,787,318	$1,189,441
2020	$5,291,780	$4,870,713	$1,965,575	$421,067
2019	$4,729,194	$4,668,861	$536,477	$60,333

YELLOW WOOD ACADEMY