EXPLORER WEST AN INDEPENDENT MIDDL… - Form 990 Financial Data

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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

1996

Legal Domicile

Principal Officer

BARBARA FRAILEY

Phone

2069350495

Tax Period

2023-07-01 to 2024-06-30

EXPLORER WEST AN INDEPENDENT MIDDLE SCHOOL, founded in 1996, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 5% surplus.

Mission

WE EMPOWER ADOLESCENTS TO EXPLORE AND GROW THEIR UNIQUE INTELLECTUAL, ETHICAL, AND CREATIVE CAPABILITIES AND TO TREASURE THE SAME DIVERSITY AND GROWTH IN OTHERS.

Program Service Accomplishments

Program 1

Expenses: $2,862,264 Revenue: $2,639,655

MIDDLE SCHOOL EDUCATION - GRADES 6, 7 & 8 WITH A CURRENT ENROLLMENT OF 106 STUDENTS. EXPLORER WEST PRODUCES STUDENTS WITH A GLOBAL PERSPECTIVE WHO WILL ACTIVELY CONTRIBUTE TO A SUSTAINABLE FUTURE...

MIDDLE SCHOOL EDUCATION - GRADES 6, 7 & 8 WITH A CURRENT ENROLLMENT OF 106 STUDENTS. EXPLORER WEST PRODUCES STUDENTS WITH A GLOBAL PERSPECTIVE WHO WILL ACTIVELY CONTRIBUTE TO A SUSTAINABLE FUTURE. THE SCHOOL OFFERS THE BENEFIT OF SMALL CLASS SIZES AND RIGOROUS ACADEMICS AND THE ENTIRE COMMUNITY SUPPORTS VALUES THAT PROMOTE A STRONG AND HEALTHY LEARNING ENVIRONMENT. CHALLENGING AND SUPPORTED CLASSROOM CONTENT AND EXPERIENCES ENCOURAGE ALL STUDENTS TO ACTIVELY ENGAGE IN THEIR LEARNING, GIVING THEM TOOLS AND SKILLS THEY WILL NEED AS MEMBERS OF THEIR COMMUNITIES. OUR IMMERSIVE OUTDOOR EDUCATION PROGRAM EXPANDS THE LEARNING OUTSIDE OF THE CLASSROOM AND TEACHES REAL WORLD SKILLS AND STRENGTHS THAT STUDENTS USE FOR A LIFETIME. OUR SCHOOL CULTURE IS BASED UPON RESPECT AND FOCUSES ON (CONTINUED, SEE SCHEDULE O)

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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 $369,954

Program Service Revenue $2,639,655

Investment Income $352,988

Other Revenue $3,547

TOTAL REVENUE $3,366,144

Expense Breakdown

Grants Paid $596,008

Salaries & Benefits $1,950,279

Fundraising Expenses $85,169

Program Expenses $2,862,264

Other Expenses $646,741

TOTAL EXPENSES $3,193,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,366,144	$2,804,980	+0.2%
Expenses	$3,193,028	$2,814,214	+0.1%
Net Income	$173,116	$-9,234	-19.7%

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

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

$272,016

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA FRAILEY	HEAD OF SCHOOL	40.00	Officer	$160,264	$8,037	$168,301
CAROL LAMOTTE	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$68,727	$34,988	$103,715
DAVID KING	PRESIDENT	2.00	Officer Director	$0	$0	$0
CARLOS BASULTO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DANNY GEIGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEIRDRE COLEMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTIAN CLEMONS	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC EBERHARD	PAST PRESIDENT(THROUGH 05/21)	1.00	Director	$0	$0	$0
LATRICE BROOKENS-YBARRA	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERMAN ENGLISH	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA KEATING	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE MORRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC RAMME	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE RIENDL	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM SEARS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM WOEPPEL	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
2025	No data	No data	No data	No data
2024	$3,366,144	$3,193,028	$8,508,336	$173,116
2023	$2,804,980	$2,814,214	$8,209,522	$-9,234
2022	$2,931,222	$2,596,428	$7,984,172	$334,794
2021	$2,919,107	$2,659,223	$6,475,025	$259,884
2020	$2,678,660	$2,351,551	$5,664,265	$327,109
2019	$3,233,110	$2,308,305	$5,083,772	$924,805
2018	$2,768,808	$2,132,011	$4,005,641	$636,797

EXPLORER WEST AN INDEPENDENT MIDDLE SCHOOL