Willows Academy (EIN 362813264) - 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

1997

Legal Domicile

Principal Officer

Shane Anastasi

Phone

8478246900

Tax Period

2024-07-01 to 2025-06-30

Willows Academy, founded in 1997, is a community nonprofit in the Education sector that reported $4.5M in total revenue in fiscal year 2024.

Mission

To help cooperating parents form the characters of their daughters so that the girls grow up to become competent, responsible professional women, who raise strong families, and live by Christian moral principles as taught by the Catholic Church.

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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 $1,359,026

Program Service Revenue $3,158,600

Investment Income $25,574

Other Revenue $-79,547

TOTAL REVENUE $4,463,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,163,372

Fundraising Expenses $17,306

Program Expenses $3,742,673

Other Expenses $1,372,069

TOTAL EXPENSES $4,535,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,463,653	$4,184,571	+0.1%
Expenses	$4,535,441	$4,290,854	+0.1%
Net Income	$-71,788	$-106,283	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth M Dolack	President	1.00	Officer Director	$0	$0	$0
Jason Elder	Vice President	1.00	Officer Director	$0	$0	$0
Daniel Christoffel	Treasurer	1.00	Officer Director	$0	$0	$0
Shane Anastasi	Director	1.00	Director	$0	$0	$0
Thomas Carter	Director	1.00	Director	$0	$0	$0
Mary Conroy Simpson	Director	1.00	Director	$0	$0	$0
Somarly Avila	Director	1.00	Director	$0	$0	$0
Susan Kipp	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	$4,463,653	$4,535,441	$5,479,205	$-71,788
2024	$4,184,571	$4,290,854	$5,522,781	$-106,283
2023	$3,480,469	$3,835,986	$5,634,302	$-355,517
2022	$4,277,989	$3,315,007	$6,039,225	$962,982
2021	$3,122,936	$3,263,862	$5,701,913	$-140,926
2021	$3,122,936	$3,263,862	$5,701,913	$-140,926
2020	$3,377,302	$3,673,060	$5,608,916	$-295,758
2020	$3,046,054	$3,341,812	$5,608,916	$-295,758
2019	$3,213,506	$3,186,466	$5,509,689	$27,040
2019	$3,451,921	$3,424,881	$5,509,689	$27,040

Willows Academy