Carmel Academy (EIN 134013334) - 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

1997

Legal Domicile

Principal Officer

Scott Herckis

Tax Period

2025-07-01 to 2026-06-30

Mission

Carmel Academy is currently in wind down mode. Carmel Academy was an educational institution that stretched each childs intellect and creativity.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $52,120

TOTAL EXPENSES $52,120

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	N/A	N/A
Expenses	$52,120	$35,464	+0.5%
Net Income	N/A	$-35,464	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Malkin	Co-President	001.00	Officer Director	$0	$0	$0
Pamela Feldstein	Co-President	001.00	Officer Director	$0	$0	$0
Noah Yechiely	Director	001.00	Officer Director	$0	$0	$0
Alix Eben	Director	001.00	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
2026	No data	$52,120	No data	No data
2025	No data	$35,464	$52,120	No data
2024	No data	No data	No data	No data
2023	$347,803	$1,950,889	$21,083,529	$-1,603,086
2022	$2,146,266	$2,591,511	$22,766,105	$-445,245
2021	$3,599,008	$3,205,045	$22,529,112	$393,963
2020	$7,933,847	$10,194,697	$24,055,388	$-2,260,850
2019	$9,749,284	$11,725,654	$25,290,836	$-1,976,370
2018	$11,859,664	$12,500,941	$27,664,913	$-641,277

Carmel Academy