Tacony Academy Charter School (EIN 264265665) - 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

2007

Legal Domicile

Principal Officer

NAIMAH WIMBERLY

Phone

2157425200

Tax Period

2024-07-01 to 2025-06-30

Tacony Academy Charter School, founded in 2007, is a mid-sized nonprofit in the Education sector that reported $23.0M in total revenue in fiscal year 2024.

Mission

TO ENHANCE, SUPPORT, AND PROMOTE CREATIVE AND CRITICAL THINKING AS WELL AS THE PROBLEM SOLVING SKILLS OF SCHOOL AGE LEARNERS IN THE MAKING OF ORIGINAL INVENTIONS AS AMAZING SOLUTIONS TO PUZZLING PROBLEMS WHILE MASTERING PENNSYLVANIA AND NATIONAL STANDARDS. THE SCHOOL'S MISSION ALSO EXTENDS TO NURTURING A LOVE, RESPECT, AND APPRECIATION FOR LIFE LONG LEARNING. THE CHARTER SCHOOL'S ENROLLMENT IS FROM K THROUGH 12.

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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 $2,795,784

Program Service Revenue $20,024,088

Investment Income $2,683

Other Revenue $138,690

TOTAL REVENUE $22,961,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,550,218

Fundraising Expenses $0

Program Expenses $19,861,637

Other Expenses $11,239,739

TOTAL EXPENSES $23,789,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,961,245	$23,050,335	0.0%
Expenses	$23,789,957	$23,849,165	0.0%
Net Income	$-828,712	$-798,830	+0.0%

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

133

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

$277,397

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Naimah Wimberly	Chief Executive Officer	40.0	Officer	$186,394	$91,003	$277,397
Todd Parker	DIRECTOR OF STUDENT PLANNING	40.0	Highest	$143,879	$63,726	$207,605
Briana Kates	Principal	40.0	Highest	$119,858	$67,413	$187,271
Ryan Strasko	Principal	40.0	Highest	$144,547	$34,597	$179,144
Kwanza Cogdell	Principal	40.0	Highest	$136,990	$34,381	$171,371
Todd Smith	Asst. Principal	40.0	Highest	$115,021	$55,507	$170,528
Barbara L Saunders	PRESIDENT	2.0	Officer Director	$0	$0	$0
Dr Ronald Whitaker	MEMBER	2.0	Director	$0	$0	$0
Anita Vega-Kaiser	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
Lionel S Archer Jr	Treasurer	2.0	Officer Director	$0	$0	$0
Marianne Lynch	SECRETARY	2.0	Officer Director	$0	$0	$0
DR ZAKIA GATES	MEMBER	2.0	Director	$0	$0	$0
REGINALD HOWARD	MEMBER	2.0	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	$22,961,245	$23,789,957	$33,042,174	$-828,712
2024	$23,050,335	$23,849,165	$34,414,430	$-798,830
2023	$24,298,732	$23,727,275	$36,855,561	$571,457
2022	$20,635,461	$21,071,222	$38,293,093	$-435,761
2021	$18,970,925	$18,192,713	$10,427,351	$778,212
2020	$16,576,515	$16,512,537	$9,385,390	$63,978
2019	$16,029,861	$16,020,460	$9,047,598	$9,401
2018	$15,760,075	$15,046,541	$9,641,043	$713,534

Tacony Academy Charter School