CHAPEL HILL ACADEMY (EIN 410965970) - 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

1970

Legal Domicile

Principal Officer

JT PEDERSEN

Phone

9529499014

Tax Period

2024-07-01 to 2025-06-30

CHAPEL HILL ACADEMY, founded in 1970, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2024. Expenses of $5.7M left a modest 11% surplus.

Mission

TO GLORIFY GOD AND ASSIST FAMILIES BY PROVIDING A CHRIST-CENTERED EDUCATION WHICH INSPIRES AND ENABLES STUDENTS TO PURSUE SPIRITUAL MATURITY AND ACADEMIC EXCELLENCE.

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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 $739,886

Program Service Revenue $5,300,372

Investment Income $68,307

Other Revenue $224,122

TOTAL REVENUE $6,332,687

Expense Breakdown

Grants Paid $502,605

Salaries & Benefits $3,525,432

Fundraising Expenses $55,416

Program Expenses $4,682,209

Other Expenses $1,628,647

TOTAL EXPENSES $5,656,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,332,687	$6,043,770	+0.0%
Expenses	$5,656,684	$4,950,333	+0.1%
Net Income	$676,003	$1,093,437	-0.4%

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

100

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

$148,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KASSIE GROSZ	HEAD ADMINIS	40.00	Officer	$148,331	$0	$148,331
JT PEDERSEN	CHAIR	5.00	Officer Director	$0	$0	$0
JIM JOHNSON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
BEN EKLO	TREASURER	5.00	Officer Director	$0	$0	$0
WHITNEY ANDERSON	SECRETARY	5.00	Officer Director	$0	$0	$0
SYDNEY CHASE	DIRECTOR	5.00	Director	$0	$0	$0
DAVID OLSON	DIRECTOR	5.00	Director	$0	$0	$0
BOB SOLFELT	DIRECTOR	5.00	Director	$0	$0	$0
JAKE WIENKE	DIRECTOR	5.00	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	$6,332,687	$5,656,684	$10,872,317	$676,003
2024	$6,043,770	$4,950,333	$11,512,495	$1,093,437
2023	$6,758,271	$4,586,218	$10,798,733	$2,172,053
2022	$5,146,130	$4,158,950	$7,972,164	$987,180
2021	$4,358,097	$3,564,503	$7,105,552	$793,594
2020	$3,066,319	$3,063,584	$6,552,940	$2,735
2019	$3,295,577	$3,266,683	$6,269,106	$28,894

CHAPEL HILL ACADEMY