LAUREL ACADEMY (EIN 383830684) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

TIM STONER

Phone

2065225992

Tax Period

2024-01-01 to 2024-12-31

LAUREL ACADEMY, founded in 2011, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Net assets of $4.1M represent 25 months of operating reserves.

Mission

TO EMPOWER YOUNG LEARNERS WITH THE TOOLS OF MONTESSORI EDUCATION, PROGRESSING TOWARD A MASTERY OF INDEPENDENT STUDY SKILLS WITH APPLIED SCHOLASTICS' STUDY TECHNOLOGY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $33,954

Program Service Revenue $1,917,591

Investment Income $1,248

Other Revenue $-243

TOTAL REVENUE $1,952,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,303,453

Fundraising Expenses $10,559

Program Expenses $1,925,110

Other Expenses $712,711

TOTAL EXPENSES $2,016,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,952,550	$1,923,420	+0.0%
Expenses	$2,016,164	$1,931,015	+0.0%
Net Income	$-63,614	$-7,595	+7.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JEANNE FRENG	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
TIM STONER	DIRECTOR & PRESIDENT	2.00	Officer Director	$0	$0	$0
SHANNON BURKE	DIRECTOR	2.00	Director	$0	$0	$0
KELLY KERTCHUM	DIRECTOR & SECRETARY	2.00	Officer Director	$0	$0	$0
JAY WINDLAND	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
2024	$1,952,550	$2,016,164	$4,975,498	$-63,614
2023	$1,923,420	$1,931,015	$5,075,255	$-7,595
2022	$1,695,009	$1,763,157	$5,168,668	$-68,148
2021	$1,943,932	$1,658,538	$5,414,944	$285,394
2020	$1,205,534	$1,191,293	$4,781,016	$14,241
2019	$1,192,758	$1,164,533	$4,465,381	$28,225

LAUREL ACADEMY