MASTERY LEARNING INSTITUTE (EIN 931278639) - 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

1999

Legal Domicile

Principal Officer

STEPHANI WALKER

Phone

5032523753

Tax Period

2024-07-01 to 2025-06-30

MASTERY LEARNING INSTITUTE, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $13.0M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $11.4M left a modest 13% surplus.

Mission

OPERATION OF A PUBLIC CHARTER SCHOOL

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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 $11,434,153

Program Service Revenue $87,469

Investment Income $0

Other Revenue $1,473,620

TOTAL REVENUE $12,995,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,485,186

Fundraising Expenses $0

Program Expenses $7,324,942

Other Expenses $2,865,543

TOTAL EXPENSES $11,350,729

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,995,242	$11,434,848	+0.1%
Expenses	$11,350,729	$11,116,992	+0.0%
Net Income	$1,644,513	$317,856	+4.2%

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

142

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

$368,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANI WALKER	EXECUTIVE DIRECTOR	40.00	Officer	$171,599	$51,602	$223,201
JILL DOMINE	OPERATIONS DIRECTOR	40.00	Officer	$115,882	$29,415	$145,297
GARY DAVIS	MEMBER	2.00	Director	$0	$0	$0
TERESA SCHANTIN	MEMBER	2.00	Director	$0	$0	$0
JERRY SILBERT	MEMBER	2.00	Director	$0	$0	$0
SUSAN SPREADBOROUGH	MEMBER	2.00	Director	$0	$0	$0
BONNIE GROSSEN	CHAIRPRESIDENT	2.00	Officer 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	$12,995,242	$11,350,729	$19,841,997	$1,644,513
2024	$11,434,848	$11,116,992	$17,684,579	$317,856
2023	$10,562,034	$9,786,458	$16,625,177	$775,576
2022	$10,213,443	$9,169,106	$16,483,865	$1,044,337
2021	$9,208,791	$9,368,687	$14,718,484	$-159,896
2020	$8,431,294	$9,098,441	$13,373,837	$-667,147
2019	$8,019,040	$8,326,642	$13,127,287	$-307,602

MASTERY LEARNING INSTITUTE