COTTONWOOD CLASSICAL FOUNDATION INC (EIN 263139215) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

DESIREE DISCO

Phone

5053822250

Tax Period

2024-07-01 to 2025-06-30

COTTONWOOD CLASSICAL FOUNDATION INC, founded in 2009, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $920K, a strong 41% operating margin.

Mission

THE ORGANIZATION PROVIDES COTTONWOOD CLASSICAL PREPARATORY CHARTER SCHOOL WITH FINANCIAL ASSISTANCE FOR ITS STUDENTS AND FACULTY. THE ORGANIZATION ALSO ASSISTS THE SCHOOL BY BEING A CONDUIT FOR FINANCING THE SCHOOL PROPERTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $384,118

Program Service Revenue $950,683

Investment Income $830,049

Other Revenue $76,835

TOTAL REVENUE $2,241,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,244,748

Other Expenses $1,321,907

TOTAL EXPENSES $1,321,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,241,685	$1,914,110	+0.2%
Expenses	$1,321,907	$1,406,413	-0.1%
Net Income	$919,778	$507,697	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DATHAN WEEMS	PRESIDENT	5.00	Officer Director	$0	$0	$0
CURTIS HOLLOWAY	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
JAIME POORE	SECRETARY	5.00	Officer Director	$0	$0	$0
DESIREE DISCO	TREASURER	5.00	Officer Director	$0	$0	$0
JUAN LOPEZ	ASSISTANT TREASURER	5.00	Director	$0	$0	$0
LEXI HARTMAN	DIRECTOR	3.00	Director	$0	$0	$0
JESSICA WEEMS	DIRECTOR	3.00	Director	$0	$0	$0
DEANZA VALENCIA	DIRECTOR	3.00	Director	$0	$0	$0
KEITH JORDAN	DIRECTOR	3.00	Director	$0	$0	$0
VIRGINIA LOMAN	DIRECTOR	3.00	Director	$0	$0	$0
JOHN BINNERT	DIRECTOR	3.00	Director	$0	$0	$0
ISAIAH NIXON	DIRECTOR	3.00	Director	$0	$0	$0
JONATHAN RODRIQUEZ	DIRECTOR	3.00	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	$2,241,685	$1,321,907	$35,437,305	$919,778
2024	No data	No data	No data	No data
2023	$1,891,505	$1,203,398	$37,617,546	$688,107
2022	$1,610,993	$1,716,151	$33,407,726	$-105,158
2021	$996,449	$1,089,997	$12,263,859	$-93,548
2020	$1,052,252	$1,269,134	$12,683,631	$-216,882
2019	$931,708	$793,233	$9,558,579	$138,475
2018	$940,285	$847,542	$9,909,460	$92,743

COTTONWOOD CLASSICAL FOUNDATION INC