Potentia Academy Inc (EIN 270191621) - 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

2009

Legal Domicile

Principal Officer

J Duane Meeks PhD

Phone

5614335557

Tax Period

2023-07-01 to 2024-06-30

Potentia Academy Inc, founded in 2009, is a small nonprofit in the Education sector that reported $684K in total revenue in fiscal year 2023.

Mission

A school that serves neurodivergent students in grades 5 (Continues on Schedule O) through 12 with specific learning disabilities, including autism spectrum disorders, attention deficit/hyperactivity disorder, dyslexia, dyscalculia, dysgraphia, and test anxiety.

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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 $116,371

Program Service Revenue $572,795

Investment Income $322

Other Revenue $-5,178

TOTAL REVENUE $684,310

Expense Breakdown

Grants Paid $7,714

Salaries & Benefits $474,827

Fundraising Expenses $5,353

Program Expenses $673,649

Other Expenses $255,435

TOTAL EXPENSES $737,976

Year-over-Year Comparison

	2023	2022	Change
Revenue	$684,310	$649,759	+0.1%
Expenses	$737,976	$822,120	-0.1%
Net Income	$-53,666	$-172,361	-0.7%

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

$142,982

Total Directors

$142,982

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick J Rooney Jr	Board Chair/Secretary	2.00	Officer Director	$0	$0	$0
Connie Shepherd	Director	2.00	Director	$0	$0	$0
Beth-ann Morrison	Director	2.00	Director	$0	$0	$0
Joyce V Sawyer	Director	2.00	Director	$0	$0	$0
Samuel Ferreri	Director	5.00	Director	$0	$0	$0
Dr J Duane Meeks	CEO/President (former)	40.00	Officer Director	$125,855	$17,127	$142,982
Chelly Templeton	Director	2.00	Director	$0	$0	$0
Martin A Dytrych	Treasurer	2.00		$0	$0	$0
Horace Sawyer	Vice President	2.00		$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	$684,310	$737,976	$1,018,932	$-53,666
2023	$649,759	$822,120	$756,408	$-172,361
2022	$639,354	$563,054	$869,136	$76,300
2021	$576,923	$500,947	$806,267	$75,976
2020	$553,944	$443,315	$730,055	$110,629
2019	$565,590	$395,982	$681,889	$169,608
2018	$573,221	$387,373	$504,907	$185,848

Potentia Academy Inc