MEDIEVAL ACADEMY OF AMERICA (EIN 042326290) - 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

1925

Legal Domicile

Principal Officer

ROBIN FLEMING

Phone

6174911622

Tax Period

2023-01-01 to 2023-12-31

MEDIEVAL ACADEMY OF AMERICA, founded in 1925, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $350K, a strong 26% operating margin.

Mission

THE ACADEMY SUPPORTS RESEARCH, PUBLICATION AND TEACHING IN MEDIEVAL ART, ARCHAEOLOGY, HISTORY, LAW, LITERATURE, MUSIC, PHILOSOPHY, RELIGION, SCIENCE, SOCIAL AND ECONOMIC INSTITUTIONS, AND ALL OTHER ASPECTS OF THE MIDDLE AGES.

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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 $376,584

Program Service Revenue $206,692

Investment Income $604,100

Other Revenue $179,403

TOTAL REVENUE $1,366,779

Expense Breakdown

Grants Paid $84,436

Salaries & Benefits $464,035

Fundraising Expenses $122,586

Program Expenses $608,161

Other Expenses $468,692

TOTAL EXPENSES $1,017,163

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,366,779	$950,590	+0.4%
Expenses	$1,017,163	$902,606	+0.1%
Net Income	$349,616	$47,984	+6.3%

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

100

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

$183,644

Total Directors

$183,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA FAGIN-DAVIS	CLERK & EXEC	40.00	Officer Director	$162,403	$21,241	$183,644
ELISHEVA BAUMGARTEN	COUNCILLOR	2.00	Director	$0	$0	$0
MARINA BROWNLEE	COUNCILLOR	2.00	Director	$0	$0	$0
CELIA CHAZELLE	COUNCILLOR	2.00	Director	$0	$0	$0
ADAM COHEN	COUNCILLOR	2.00	Director	$0	$0	$0
ROBIN FLEMING	1ST VP	5.00	Officer Director	$0	$0	$0
SHIRIN FOZI	COUNCILLOR	2.00	Director	$0	$0	$0
ELINA GERTSMAN	COUNCILLOR	2.00	Director	$0	$0	$0
TRACY CHAPMAN HAMILTON	COUNCILLOR	2.00	Director	$0	$0	$0
ADEN KUMLER	TREASURER	5.00	Officer Director	$0	$0	$0
SARA LIPTON	2ND VP	5.00	Officer Director	$0	$0	$0
CONSTANT MEWS	COUNCILLOR	2.00	Director	$0	$0	$0
MAUREEN MILLER	PRESIDENT	5.00	Officer Director	$0	$0	$0
WILLIAM MONROE	COUNCILLOR	2.00	Director	$0	$0	$0
JULIA WALWORTH	COUNCILLOR	2.00	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	No data	No data	No data	No data
2023	$1,123,756	$1,135,591	$10,839,696	$-11,835
2023	$1,366,779	$1,017,163	$10,161,381	$349,616
2022	$950,590	$902,606	$9,822,062	$47,984
2021	$1,356,007	$779,757	$11,877,594	$576,250
2021	$1,356,007	$779,757	$11,877,594	$576,250
2020	$807,444	$915,839	$10,793,990	$-108,395
2019	$782,004	$1,060,644	$9,897,974	$-278,640
2018	$1,708,969	$1,028,903	$8,669,276	$680,066
2018	$1,693,125	$994,545	$8,675,129	$698,580

MEDIEVAL ACADEMY OF AMERICA