STONEBRIDGE ACADEMY INSTITUTE (EIN 270564321) - 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

Phone

9187521200

Tax Period

2023-06-01 to 2024-05-31

STONEBRIDGE ACADEMY INSTITUTE, founded in 2009, is a small nonprofit in the Education sector that reported $562K in total revenue in fiscal year 2023.

Mission

Stonebridge Academy offers a rigorous curriculum designed to challenge, motivate and stimulate eager learners, with a focus on creative expression through the languages and arts. Our goal is to start our students on a successful path towards college and life therafter.

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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 $424,340

Program Service Revenue $135,617

Investment Income $1

Other Revenue $1,688

TOTAL REVENUE $561,646

Expense Breakdown

Grants Paid $0

Salaries & Benefits $383,709

Fundraising Expenses $0

Program Expenses $507,872

Other Expenses $220,043

TOTAL EXPENSES $603,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$561,646	$531,366	+0.1%
Expenses	$603,752	$638,465	-0.1%
Net Income	$-42,106	$-107,099	-0.6%

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

N/A

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

$55,533

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH L ALEXANDER	Director	40.00	Director	$55,533	$0	$55,533
HUGH ROBINSON	Chairman	1.00	Officer	$0	$0	$0
KELLY NEISIUS	MEMBER	1.00	Officer	$0	$0	$0
HEATHER COOK	MEMBER	1.00	Officer	$0	$0	$0
LACY AZBELL	MEMBER	1.00	Officer	$0	$0	$0
JIM HALL	MEMBER	1.00	Officer	$0	$0	$0
JASON WINTERS	MEMBER	1.00	Officer	$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	$561,646	$603,752	$204,335	$-42,106
2023	$531,366	$638,465	$246,781	$-107,099
2022	$734,855	$660,407	$353,279	$74,448
2021	$613,236	$576,797	$364,904	$36,439
2020	$588,625	$571,929	$332,155	$16,696
2019	$609,635	$637,738	$229,064	$-28,103

STONEBRIDGE ACADEMY INSTITUTE