AUGSBURG FAIRVIEW ACADEMY (EIN 200105776) - 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

2005

Legal Domicile

Principal Officer

VASILEIOS SEREFEAS

Phone

6519176259

Tax Period

2024-07-01 to 2025-06-30

AUGSBURG FAIRVIEW ACADEMY, founded in 2005, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Expenses of $1.8M left a modest 7% surplus.

Mission

AUGSBURG FAIRVIEW ACADEMY INVITES YOUNG ADULTS FROM DIVERSE COMMUNITY TO PREPARE FOR COLLEGE, CAREER AND LIFE THROUGH AN INTENSE PROGRAM OF RIGOROUS STUDY AND REAL WORLD CONNECTIONS TO HEALTH CARE EDUCATION AND OTHER

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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 $1,859,226

Program Service Revenue $0

Investment Income $0

Other Revenue $79,044

TOTAL REVENUE $1,938,270

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,026,848

Fundraising Expenses $0

Program Expenses $1,625,753

Other Expenses $779,545

TOTAL EXPENSES $1,806,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,938,270	$1,950,632	0.0%
Expenses	$1,806,393	$1,752,074	+0.0%
Net Income	$131,877	$198,558	-0.3%

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

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

$229,548

Total Directors

$141,220

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VASILEIOS SEREFEAS	PRESIDENT	40.00	Officer Director	$57,465	$0	$57,465
KELLY CUSTER	TREASURER	40.00	Officer Director	$41,462	$0	$41,462
GREG BELL	OUTSIDE DIRECTOR	2.00	Director	$0	$0	$0
JEFF MALY	SECRETARY	40.00	Officer Director	$42,293	$0	$42,293
SERGIO MADRID-ARANDA	OUTSIDE DIRECTOR	2.00	Officer Director	$0	$0	$0
HEIDI ANDERSON	EXECUTIVE DIRECTOR	40.00	Officer	$88,328	$0	$88,328

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	$1,938,270	$1,806,393	$1,663,249	$131,877
2024	$1,950,632	$1,752,074	$1,444,644	$198,558
2023	$1,903,752	$1,609,509	$1,680,538	$294,243
2022	$2,096,668	$1,661,403	$2,873,652	$435,265
2021	$1,817,542	$1,625,513	$1,229,947	$192,029
2020	$1,744,146	$1,596,131	$1,513,307	$148,015
2019	$1,727,378	$1,387,499	$1,900,615	$339,879
2018	$1,862,861	$2,175,453	$2,401,761	$-312,592

AUGSBURG FAIRVIEW ACADEMY