CREDO HIGH FOUNDATION (EIN 270816404) - 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

Rosalie Simmons

Phone

7079969664

Tax Period

2023-07-01 to 2024-06-30

CREDO HIGH FOUNDATION, founded in 2009, is a small nonprofit in the Human Services sector that reported $200K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $295K exceeded revenue, resulting in a 48% operating deficit.

Mission

This is a support organization for Credo High School and Waldorf education.

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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 $199,644

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $199,644

Expense Breakdown

Grants Paid $245,833

Salaries & Benefits $0

Fundraising Expenses $3,200

Program Expenses $285,960

Other Expenses $48,716

TOTAL EXPENSES $294,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$199,644	$464,723	-0.6%
Expenses	$294,549	$404,357	-0.3%
Net Income	$-94,905	$60,366	-2.6%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Akmenkalns	Chairman	002.00	Officer Director	$0	$0	$0
Audra Cachon	Secretary	002.00	Officer Director	$0	$0	$0
Rosalie Simmons	Treasurer	003.00	Officer Director	$0	$0	$0
Amy Atchley	Board member	001.00	Director	$0	$0	$0
Deanna Dennard	Board member	001.00	Director	$0	$0	$0
Michelle Klimek	Board member	001.00	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	No data	No data	No data	No data
2024	$199,644	$294,549	$19,466	$-94,905
2023	$464,723	$404,357	$114,371	$60,366
2022	$315,343	$318,072	$54,005	$-2,729
2022	$813,023	$318,072	$551,685	$494,951
2021	$486,980	$609,744	$56,734	$-122,764
2019	$662,984	$624,484	$88,889	$38,500
2018	$563,348	$572,857	$50,389	$-9,509

CREDO HIGH FOUNDATION