CS LEWIS ACADEMY (EIN 161779566) - 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

2006

Legal Domicile

Principal Officer

DEVIN LEAVITT

Phone

8017543376

Tax Period

2024-07-01 to 2025-06-30

CS LEWIS ACADEMY, founded in 2006, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $3.0M left a modest 4% surplus.

Mission

THE MISSION OF CS LEWIS ACADEMY IS TO CREATE A DYNAMIC LEARNING ENVIRONMENT FOR STUDENTS.

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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 $2,973,575

Program Service Revenue $37,456

Investment Income $81,757

Other Revenue $0

TOTAL REVENUE $3,092,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,873,000

Fundraising Expenses $0

Program Expenses $2,500,636

Other Expenses $1,095,847

TOTAL EXPENSES $2,968,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,092,788	$3,487,416	-0.1%
Expenses	$2,968,847	$3,117,714	0.0%
Net Income	$123,941	$369,702	-0.7%

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

$78,169

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVELYN BACERRA	PRESIDENT	3.00	Officer Director	$0	$0	$0
TINA FRANZ	TRUSTEE	3.00	Director	$0	$0	$0
KIMBERLY MUHLESTEINS	TRUSTEE	3.00	Director	$0	$0	$0
GABRIELA VAZQUEZ	TRUSTEE	3.00	Director	$0	$0	$0
BRIGHAM PEISLEY	TRUSTEE	3.00	Director	$0	$0	$0
BRIDGET WILLIAMS	EXECUTIVE DIRECTOR	40.00	Officer	$74,291	$3,878	$78,169

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	$3,092,788	$2,968,847	$8,465,032	$123,941
2024	$3,487,416	$3,117,714	$8,623,249	$369,702
2023	$3,471,831	$3,089,480	$7,611,490	$382,351
2022	$3,538,903	$3,251,910	$7,143,191	$286,993
2021	$3,083,470	$2,935,187	$6,946,921	$148,283

CS LEWIS ACADEMY