Barat Academy (EIN 202666579) - 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

Debra Watson

Phone

6363005500

Tax Period

2016-07-01 to 2017-06-30

Barat Academy, founded in 2005, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2016. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 4% surplus.

Mission

To provide Catholic High School educational services

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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 (2016)

Revenue Breakdown

Contributions & Grants $702,364

Program Service Revenue $893,797

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,596,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,034,355

Fundraising Expenses $18,349

Program Expenses $1,143,312

Other Expenses $496,879

TOTAL EXPENSES $1,531,234

Year-over-Year Comparison

	2016	2015	Change
Revenue	$1,596,161	$1,350,266	+0.2%
Expenses	$1,531,234	$1,729,511	-0.1%
Net Income	$64,927	$-379,245	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Sattherwaite	Vice-Chair	1.00	Officer Director	$0	$0	$0
Father Oscar Vasquez	Board member	1.00	Director	$0	$0	$0
Maggie Vatterott	Board member	1.00	Director	$0	$0	$0
Mary B West	Chairman	1.00	Officer Director	$0	$0	$0
Paul J McKee Jr	Board member	1.00	Director	$0	$0	$0
Sister Mary patricia rives rscj	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Marguerite A McKee	Board member	1.00	Director	$0	$0	$0
Debra L Watson	President (ex-officio)	40.00	Officer	$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
2017	$1,596,161	$1,531,234	$36,868	$64,927

Barat Academy