AUGUSTA HERITAGE ACADEMY INC (EIN 311727988) - 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

2000

Legal Domicile

Principal Officer

TANA WATSON

Phone

7068210034

Tax Period

2022-07-01 to 2023-06-30

AUGUSTA HERITAGE ACADEMY INC, founded in 2000, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2022. Revenue fell 36% from the prior year — a significant decline worth monitoring. Net assets of $10.1M represent 30 months of operating reserves.

Mission

TO PROVIDE A QUALITY EDUCATION FOR STUDENTS FROM PRE K THRU THE EIGHTH GRADE PRIMARILY FROM LOW INCOME FAMILIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,819,500

Program Service Revenue $1,246,950

Investment Income $11,582

Other Revenue $0

TOTAL REVENUE $4,078,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,989,473

Fundraising Expenses $176,534

Program Expenses $3,521,954

Other Expenses $1,111,738

TOTAL EXPENSES $4,101,211

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,078,032	$6,368,842	-0.4%
Expenses	$4,101,211	$3,193,332	+0.3%
Net Income	$-23,179	$3,175,510	-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

$77,245

Total Directors

$77,245

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR LINDA M TUCCIARONE	Executive Direc	40.00	Officer Director	$77,245	$0	$77,245
ADAM HATCHER	Director	1.00	Director	$0	$0	$0
GLENN WILKINS	Director	1.00	Director	$0	$0	$0
WILL MORRIS IV	Director	1.00	Director	$0	$0	$0
ERIC SMITH	Director	1.00	Director	$0	$0	$0
BILL CLEVELAND	Chairman	3.00	Officer Director	$0	$0	$0
HON AMANDA HEATH	Director	1.00	Director	$0	$0	$0
BERT HARBIN	Director	1.00	Director	$0	$0	$0
RONICA CUMMINGS	Director	1.00	Director	$0	$0	$0
ALLAN SOTO	Director	1.00	Director	$0	$0	$0
JEFF WESTERGREEN	Director	1.00	Director	$0	$0	$0
MARK JOHNSON II	Director	1.00	Director	$0	$0	$0
KATIE WYNN	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,078,032	$4,101,211	$10,094,622	$-23,179
2022	$6,368,842	$3,193,332	$10,114,986	$3,175,510
2021	$5,218,591	$2,521,299	$7,225,768	$2,697,292

AUGUSTA HERITAGE ACADEMY INC