LAURA JEFFREY ACADEMY (EIN 200901562) - 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

2004

Legal Domicile

Principal Officer

Anna Robinson

Phone

6514146000

Tax Period

2023-07-01 to 2024-06-30

LAURA JEFFREY ACADEMY, founded in 2004, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 14% surplus.

Mission

Provide education to students in grades 5-8

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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 $2,132,014

Program Service Revenue $24,632

Investment Income $7,838

Other Revenue $0

TOTAL REVENUE $2,164,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,389,727

Fundraising Expenses $0

Program Expenses $1,595,129

Other Expenses $474,066

TOTAL EXPENSES $1,863,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,164,484	$1,588,964	+0.4%
Expenses	$1,863,793	$1,333,523	+0.4%
Net Income	$300,691	$255,441	+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

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

$85,252

Total Directors

$68,760

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anna Robinson	Ex Officio	40	Officer	$78,080	$7,172	$85,252
Julie Silvers	Member	40.00	Director	$56,540	$12,220	$68,760
Ann Henderson	Chair	2	Officer Director	$0	$0	$0
Paul Regan	Secretary	2	Officer Director	$0	$0	$0
Monica Brown	Vice Chair	2	Officer Director	$0	$0	$0
Daniel Church	Treasurer	2	Officer Director	$0	$0	$0
Heather Shore	Member	2	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
2025	No data	No data	No data	No data
2024	$2,164,484	$1,863,793	$1,588,751	$300,691
2023	$1,588,964	$1,333,523	$1,072,635	$255,441
2022	$1,775,961	$1,511,113	$1,444,035	$264,848
2021	$1,922,309	$1,529,789	$1,322,455	$392,520
2020	$1,725,606	$1,647,855	$1,663,823	$77,751
2019	$1,998,641	$1,586,810	$1,974,055	$411,831
2018	$1,993,129	$2,182,555	$2,477,674	$-189,426

LAURA JEFFREY ACADEMY