KINGSWOOD ACADEMY (EIN 364103678) - 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

1996

Legal Domicile

Principal Officer

JUSTIN BERGER

Phone

6308871411

Tax Period

2024-08-01 to 2025-07-31

KINGSWOOD ACADEMY, founded in 1996, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 4% surplus.

Mission

Pre-Kindergarten through 8th grade students

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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 $239,918

Program Service Revenue $1,200,264

Investment Income $50,206

Other Revenue $1,964

TOTAL REVENUE $1,492,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,110,840

Fundraising Expenses $0

Program Expenses $1,105,991

Other Expenses $327,872

TOTAL EXPENSES $1,438,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,492,352	$1,292,152	+0.2%
Expenses	$1,438,712	$1,218,984	+0.2%
Net Income	$53,640	$73,168	-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

$39,907

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Justin Berger	President	2.00	Officer Director	$0	$0	$0
Rich Garro	Director	2.00	Director	$0	$0	$0
Anthony Vaca	Secretary	2.00	Officer Director	$0	$0	$0
Gregory Werner	Treasurer	2.00	Officer Director	$0	$0	$0
Joseph Civantos	Trustee	1.00	Director	$0	$0	$0
Thomas James	Trustee	1.00	Director	$0	$0	$0
Tracey Skokna	Trustee	1.00	Director	$0	$0	$0
Timothy Bopp	Director	2.00	Director	$0	$0	$0
Dominic Sepich	Principal	40.00	Key Emp	$39,907	$0	$39,907
David Doyle	Director	2.00	Director	$0	$0	$0
Alli Dolan	Director	2.00	Director	$0	$0	$0
Michael Cunningham	Director	2.00	Director	$0	$0	$0
Peter Cuhlman	Director	2.00	Director	$0	$0	$0
Jim Houska	Director	2.00	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	$1,492,352	$1,438,712	$876,808	$53,640
2024	$1,292,152	$1,218,984	$738,561	$73,168
2023	$1,159,773	$1,117,339	$649,207	$42,434
2022	$1,045,682	$1,094,266	$607,752	$-48,584
2021	$1,373,085	$1,085,125	$624,071	$287,960
2020	$871,745	$864,100	$722,330	$7,645
2019	$1,206,321	$958,690	$566,852	$247,631

KINGSWOOD ACADEMY