NEWCOMB ACADEMY FOUNDATION (EIN 320049570) - 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

2003

Legal Domicile

Principal Officer

Ashley Lampson Opstad

Phone

5624933596

Tax Period

2024-07-01 to 2025-06-30

NEWCOMB ACADEMY FOUNDATION, founded in 2003, is a small nonprofit in the Education sector that reported $250K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $63K, a strong 25% operating margin.

Mission

support of programs at Newcomb Academy for Academic Excellence not provided by LBUSD budget

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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 $250,317

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,109

Program Expenses $178,181

Other Expenses $187,316

TOTAL EXPENSES $187,316

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,317	$214,915	+0.2%
Expenses	$187,316	$275,735	-0.3%
Net Income	$63,001	$-60,820	-2.0%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Lampson Opstad	President	4	Officer Director	$0	$0	$0
Christie Hibben	Vice President	4	Officer Director	$0	$0	$0
Molly Enjem	Secretary	4	Officer Director	$0	$0	$0
Daniel Lampson Opstad	Treasurer	4	Officer 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	$250,317	$187,316	$145,028	$63,001
2024	$214,915	$275,735	$82,028	$-60,820
2023	$62,851	$109,521	$142,848	$-46,670
2022	$90,229	$69,093	$290,354	$21,136
2021	$97,061	$15,173	$224,369	$81,888
2020	$71,262	$213,495	$231,331	$-142,233
2019	$145,747	$133,960	$380,924	$11,787

NEWCOMB ACADEMY FOUNDATION