LEADING EDGE ACADEMY MARICOPA (EIN 270349709) - 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

LORI ANDERSON

Phone

4806330414

Tax Period

2024-07-01 to 2025-06-30

LEADING EDGE ACADEMY MARICOPA, founded in 2009, is a community nonprofit in the Education sector that reported $10.0M in total revenue in fiscal year 2024. Expenses of $9.6M left a modest 4% surplus.

Mission

EDUCATE STUDENTS BY OPERATING AN ARIZONA CHARTER SCHOOL.

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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 $1,492,249

Program Service Revenue $8,329,785

Investment Income $41,194

Other Revenue $112,895

TOTAL REVENUE $9,976,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,165,255

Fundraising Expenses $20,174

Program Expenses $7,786,372

Other Expenses $4,398,894

TOTAL EXPENSES $9,564,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,976,123	$9,727,420	+0.0%
Expenses	$9,564,149	$8,867,816	+0.1%
Net Income	$411,974	$859,604	-0.5%

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

147

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

$505,812

Total Directors

$313,106

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DELMER GEESEY	VICE PRESIDE	40.00	Officer Director	$205,550	$10,305	$215,855
LORI ANDERSON	PRESIDENT	40.00	Officer	$170,285	$8,506	$178,791
MICHELLE BORJA	FINANCE DIRE	40.00	Officer	$106,055	$5,111	$111,166
JENNIFER GARCIA	SECRETARY	40.00	Director	$89,542	$7,709	$97,251
RUSTY AKERS	BOARD MEMBER	1.00	Director	$0	$0	$0
CANDY BODY	BOARD MEMBER	1.00	Director	$0	$0	$0
AESON JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MATHEW REESE	BOARD MEMBER	1.00	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	$9,976,123	$9,564,149	$23,423,623	$411,974
2024	$9,727,420	$8,867,816	$14,136,287	$859,604
2023	$9,437,212	$8,324,295	$13,408,707	$1,112,917
2022	$8,116,628	$7,081,927	$12,819,305	$1,034,701
2021	$6,978,381	$6,318,523	$11,800,022	$659,858
2020	$6,486,984	$5,919,930	$11,854,574	$567,054
2019	$6,096,355	$5,659,672	$10,908,035	$436,683
2018	$5,534,337	$5,080,059	$11,223,966	$454,278

LEADING EDGE ACADEMY MARICOPA