HAWTHORN ACADEMY (EIN 262723562) - 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

2008

Legal Domicile

Principal Officer

TORI WILLIAMS

Phone

8012829066

Tax Period

2024-07-01 to 2025-06-30

HAWTHORN ACADEMY, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $18.4M in total revenue in fiscal year 2024. Expenses of $16.6M left a modest 10% surplus.

Mission

THE EDUCATION OF STUDENTS GRADES K-9.

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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 $17,052,529

Program Service Revenue $349,915

Investment Income $912,489

Other Revenue $120,366

TOTAL REVENUE $18,435,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,657,852

Other Expenses $16,587,000

TOTAL EXPENSES $16,587,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,435,299	$17,243,549	+0.1%
Expenses	$16,587,000	$15,852,050	+0.0%
Net Income	$1,848,299	$1,391,499	+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

N/A

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
TORI WILLIAMS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MEGGEN PETTIT	BOARD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
HEIDI SCOTT	BOARD FINANCIAL COORDINATOR	2.00	Officer Director	$0	$0	$0
JAMIE DICKINSON	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
JANIELLE EDWARDS	BOARD MEMBER	2.00	Director	$0	$0	$0
DONALD MCNEILL	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMMI WRIGHT	BOARD MEMBER	2.00	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	$18,435,299	$16,587,000	$43,395,504	$1,848,299
2024	No data	No data	No data	No data
2023	$15,208,915	$12,721,563	$43,959,227	$2,487,352
2022	$13,558,920	$11,735,409	$42,113,179	$1,823,511
2021	$12,929,131	$10,907,288	$40,814,518	$2,021,843
2020	$12,552,180	$10,147,710	$39,896,404	$2,404,470
2019	$12,050,233	$9,268,370	$37,504,651	$2,781,863
2018	$11,730,555	$8,694,768	$35,379,219	$3,035,787

HAWTHORN ACADEMY