UNIVERSITY ACADEMY FOUNDATION (EIN 271578586) - 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

2010

Legal Domicile

Principal Officer

SONJA SHAFFER

Phone

8164129205

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY ACADEMY FOUNDATION, founded in 2010, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 48% operating margin.

Mission

UNIVERSITY ACADEMY FOUNDATION WAS ESTABLISHED TO SUPPORT PROGRAMS AND SPECIAL EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND ALUMNI OF UNIVERSITY ACADEMY.

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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 $2,318,433

Program Service Revenue $0

Investment Income $27,424

Other Revenue $-92,611

TOTAL REVENUE $2,253,246

Expense Breakdown

Grants Paid $668,770

Salaries & Benefits $367,356

Fundraising Expenses $110,915

Program Expenses $980,198

Other Expenses $130,873

TOTAL EXPENSES $1,174,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,253,246	$1,209,627	+0.9%
Expenses	$1,174,431	$1,115,003	+0.1%
Net Income	$1,078,815	$94,624	+10.4%

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

$116,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BYRON WHITE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEN HELZBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID DICKEY	TREASURER	1.00	Officer Director	$0	$0	$0
DONALD HAWKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIAH JORDAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY MCDANIEL	BOARD MEMBER - AS OF 4/25	1.00	Director	$0	$0	$0
SONJA SHAFFER	EXECUTIVE DIRECTOR	50.00	Officer	$99,000	$17,800	$116,800

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	$2,253,246	$1,174,431	$2,245,783	$1,078,815
2024	$1,209,627	$1,115,003	$1,153,014	$94,624
2023	$1,178,351	$1,042,881	$1,057,856	$135,470
2022	$1,165,590	$964,130	$917,956	$201,460
2021	$933,446	$833,292	$715,219	$100,154
2020	$927,625	$883,061	$606,572	$44,564
2019	$1,050,481	$995,560	$548,943	$54,921
2018	$1,052,445	$1,014,496	$494,022	$37,949

UNIVERSITY ACADEMY FOUNDATION