Classical Academies CFA Inc (EIN 271315350) - 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

Kate Sloss

Phone

8286259292

Tax Period

2024-07-01 to 2025-06-30

Classical Academies CFA Inc, founded in 2009, is a community nonprofit in the Education sector that reported $6.1M in total revenue in fiscal year 2024.

Mission

Operate a public charter school to educate children in the community.

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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 $5,865,239

Program Service Revenue $9,440

Investment Income $49,544

Other Revenue $177,381

TOTAL REVENUE $6,101,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,183,139

Fundraising Expenses $0

Program Expenses $4,087,116

Other Expenses $1,923,852

TOTAL EXPENSES $6,106,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,101,604	$5,670,976	+0.1%
Expenses	$6,106,991	$6,120,345	0.0%
Net Income	$-5,387	$-449,369	-1.0%

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

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

Total Directors

Key Employees

$196,795

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randy Nelson	Treasurer	1.00	Officer Director	$0	$0	$0
Mark Hamann	Vice Chair	5.00	Director	$0	$0	$0
Art Montandon	Secretary	1.00	Director	$0	$0	$0
Kelly Bragdon	Director	1.00	Director	$0	$0	$0
Kate Sloss	Chair	2.00	Officer Director	$0	$0	$0
Beth Gordon	Secretary	2.00	Director	$0	$0	$0
Terry James	Member	40.00	Key Emp	$0	$0	$0
Mitchell McNeely	Finance Officer	40.00	Key Emp	$84,015	$0	$84,015
Susan Hamann	Member	40.00	Key Emp	$0	$0	$0
Barbara Cohen	Director	40.00	Key Emp	$112,780	$0	$112,780

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	$6,101,604	$6,106,991	$2,955,819	$-5,387
2024	$5,670,976	$6,120,345	$2,527,313	$-449,369
2023	$6,734,210	$5,726,351	$3,096,714	$1,007,859
2022	$6,033,498	$5,982,687	$2,066,749	$50,811
2021	$6,420,854	$5,732,308	$1,845,129	$688,546
2020	$4,977,532	$4,888,308	$1,713,689	$89,224
2019	$4,830,828	$4,781,886	$1,191,717	$48,942
2018	$5,176,778	$4,494,210	$975,672	$682,568

Classical Academies CFA Inc