LAKE RIDGE ACADEMY

EIN: 346519833 501(c)(3) Education

NORTH RIDGEVILLE, OH

Total Revenue
$9,455,786
Total Expenses
$11,631,040
Total Assets
$11,187,674
Net Assets
$707,473
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
OH
Principal Officer
MARK CHARVAT
Phone
4403271175
Tax Period
2023-07-01 to 2024-06-30

LAKE RIDGE ACADEMY, founded in 1963, is a community nonprofit in the Education sector that reported $9.5M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $11.6M exceeded revenue, resulting in a 23% operating deficit.

Mission

OUR MISSION IS TO SEND INTO A CHANGING WORLD CONFIDENT YOUNG PEOPLE OF INTEGRITY WHO THINK CRITICALLY AND CREATIVELY WHILE EMBRACING THE JOY OF LIFELONG LEARNING.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,022,190
Program Service Revenue $8,350,912
Investment Income $13,614
Other Revenue $69,070
TOTAL REVENUE $9,455,786

Expense Breakdown

Grants Paid $2,312,452
Salaries & Benefits $6,311,126
Fundraising Expenses $867,003
Program Expenses $9,808,422
Other Expenses $3,007,462
TOTAL EXPENSES $11,631,040

Year-over-Year Comparison

2023 2022 Change
Revenue $9,455,786 $13,069,234 -0.3%
Expenses $11,631,040 $14,101,883 -0.2%
Net Income $-2,175,254 $-1,032,649 +1.1%
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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Governance

Voting Members
20
Independent Members
20
Employees
134
Volunteers
75

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
6
$380,491
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN SHIMKO CHAIR 1.00
Officer Director
$0 $0 $0
TOM DAKE VICE CHAIR 1.00
Officer Director
$0 $0 $0
JENNIFER LAGASSE SECRETARY 1.00
Officer Director
$0 $0 $0
LAURIE GATTEN TREASURER 1.00
Officer Director
$0 $0 $0
MANUEL CARBALLO BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN DOOLOS BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS DRESING BOARD MEMBER 1.00
Director
$0 $0 $0
COLE FAUVER BOARD MEMBER 1.00
Director
$0 $0 $0
MEREDITH GADSBY BOARD MEMBER 1.00
Director
$0 $0 $0
KARI HALKO BOARD MEMBER 1.00
Director
$0 $0 $0
JONATHAN HYMAN BOARD MEMBER 1.00
Director
$0 $0 $0
PAULA JANMEY BOARD MEMBER 1.00
Director
$0 $0 $0
DON KAATZ BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF KNAPP BOARD MEMBER 1.00
Director
$0 $0 $0
JOE MICLAT BOARD MEMBER 1.00
Director
$0 $0 $0
JARED OAKES BOARD MEMBER 1.00
Director
$0 $0 $0
SERENA PAL BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH PARKER BOARD MEMBER 1.00
Director
$0 $0 $0
JULIA SERTICH BOARD MEMBER 1.00
Director
$0 $0 $0
MONA THOMPSON BOARD MEMBER 1.00
Director
$0 $0 $0
MITCH WHITE HEAD OF SCHOOL 40.00
Officer
$236,325 $21,908 $258,233
MARK CHARVAT CFO 40.00
Officer
$122,258 $0 $122,258
LINDA KOZLER DIR.-STUDENT SVCS.&SUPPORT 40.00
Highest
$103,547 $0 $103,547
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 $9,455,786 $11,631,040 $11,187,674 $-2,175,254
2023 $13,069,234 $14,101,883 $12,636,571 $-1,032,649
2022 $14,706,363 $14,343,955 $13,940,629 $362,408
2021 $14,431,885 $13,824,306 $14,038,501 $607,579
2020 $12,941,807 $13,607,461 $14,650,196 $-665,654
2019 $13,042,096 $13,455,101 $14,189,670 $-413,005
2018 $12,671,868 $12,716,573 $14,031,038 $-44,705
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