CODMAN ACADEMY FOUNDATION INC (EIN 043559945) - 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

2001

Legal Domicile

Principal Officer

JAMES DILLON

Phone

6172870700

Tax Period

2024-07-01 to 2025-06-30

CODMAN ACADEMY FOUNDATION INC, founded in 2001, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $440K, a strong 39% operating margin.

Mission

TO SUPPORT THE MISSION OF CODMAN ACADEMY CHARTER PUBLIC 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 $727,336

Program Service Revenue $0

Investment Income $208,465

Other Revenue $195,465

TOTAL REVENUE $1,131,266

Expense Breakdown

Grants Paid $242,111

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $665,316

Other Expenses $448,881

TOTAL EXPENSES $690,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,131,266	$1,308,101	-0.1%
Expenses	$690,992	$749,977	-0.1%
Net Income	$440,274	$558,124	-0.2%

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

N/A

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

$234,920

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES DILLON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN STEPHENS	TREASURER	1.00	Officer Director	$0	$0	$0
MBAKWE OKAFOR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL TRIANT	CLERK	1.00	Officer Director	$0	$0	$0
ANNE SANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
ANNE VON GUIONNEAU	DIRECTOR	1.00	Director	$0	$0	$0
DEVESH GANDHI	DIRECTOR	1.00	Director	$0	$0	$0
GLENDA FISHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JANE HAWKES	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE O'DONNELL JR	DIRECTOR	1.00	Director	$0	$0	$0
MEG CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCCOLLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
ROANN COSTIN	DIRECTOR	1.00	Director	$0	$0	$0
SHAKYE JONES	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW PERLMUTTER	DIRECTOR	1.00	Director	$0	$0	$0
HENRY GOODROW	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH O'DONNELL	DIRECTOR	1.00	Director	$0	$0	$0
MARLON THOMPSON	DIRECTOR (AS OF 7/1/24)	1.00	Director	$0	$0	$0
DIANA LAM EX-OFFICIO	HEAD OF SCHOOL	1.00	Officer	$0	$8,987	$127,320
DR DERRICK CIESLA EX-OFFICIO	HEAD OF SCHOOL	1.00	Officer	$0	$7,600	$107,600

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	$1,131,266	$690,992	$24,120,675	$440,274
2024	No data	No data	No data	No data
2023	$1,115,420	$1,126,127	$28,781,992	$-10,707
2022	$1,312,606	$1,078,564	$21,175,637	$234,042
2021	$875,539	$353,615	$16,523,756	$521,924
2020	$1,005,585	$544,288	$16,001,829	$461,297
2019	$1,247,823	$605,992	$15,540,533	$641,831
2018	$1,386,246	$532,584	$16,516,803	$853,662

CODMAN ACADEMY FOUNDATION INC