De LaSalle Academy of Fort Myers Inc (EIN 274816668) - 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

2011

Legal Domicile

Principal Officer

JENNIFER WEHRS

Phone

2392458212

Tax Period

2024-07-01 to 2025-06-30

De LaSalle Academy of Fort Myers Inc, founded in 2011, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.8M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO OPERATE A SCHOOL TO EDUCATE CHILDREN WITH SPECIAL NEEDS THAT PROVIDES A SAFE, SUPPORTIVE AND NUTURING ENVIRONMENT WHERE EACH STUDENT'S DIVERSE ABILITY IS HONORED AND VALUED.

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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 $88,757

Program Service Revenue $2,127,406

Investment Income $32,138

Other Revenue $154,689

TOTAL REVENUE $2,402,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,029,288

Fundraising Expenses $78,012

Program Expenses $2,342,043

Other Expenses $725,307

TOTAL EXPENSES $2,754,595

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,402,990	$2,436,239	0.0%
Expenses	$2,754,595	$2,691,858	+0.0%
Net Income	$-351,605	$-255,619	+0.4%

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

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

$113,680

Total Directors

$9,001

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELBY VAUGHN	Executive Dir.	40.00	Officer	$95,803	$8,876	$104,679
JENNIFER WEHRS	Treasurer	5.00	Officer Director	$9,001	$0	$9,001
NOLAN KATZ	President	2.00	Officer Director	$0	$0	$0
LORI HAMMOND	Vice President	2.00	Officer Director	$0	$0	$0
JENNIFER COTTRELL	Secretary	1.00	Officer Director	$0	$0	$0
THERESA BYRNE-KNELL	Director	1.00	Director	$0	$0	$0
SARA HENRY	Director	1.00	Director	$0	$0	$0
VICKIE GELARDI	Director	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	$2,402,990	$2,754,595	$4,371,330	$-351,605
2024	No data	No data	No data	No data
2023	$2,566,312	$2,409,938	$5,257,805	$156,374
2022	$2,668,047	$2,569,821	$4,890,441	$98,226
2021	$2,520,260	$2,901,804	$4,803,530	$-381,544
2020	$2,483,662	$2,460,222	$5,543,552	$23,440
2019	$2,526,464	$2,451,191	$5,213,074	$75,273

De LaSalle Academy of Fort Myers Inc