SCHAEFFER ACADEMY

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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

1993

Legal Domicile

Principal Officer

KEITH PHILLIPS

Phone

5072861050

Tax Period

2024-07-01 to 2025-06-30

SCHAEFFER ACADEMY, founded in 1993, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

WE ARE TEACHING THE PERMANENT THINGS: TRUTH, BEAUTY, AND GOODNESS.

Program Service Accomplishments

Program 1

Expenses: $3,319,227 Revenue: $3,353,311

PROVIDES A CHRIST-CENTERED AND CLASSICAL EDUCATION TO STUDENTS IN GRADES K-12. ENROLLMENT FOR THE FISCAL YEAR AVERAGED 309 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 $312,511

Program Service Revenue $3,355,536

Investment Income $36,274

Other Revenue $10,023

TOTAL REVENUE $3,714,344

Expense Breakdown

Grants Paid $416,958

Salaries & Benefits $2,250,774

Fundraising Expenses $21,597

Program Expenses $3,319,227

Other Expenses $977,151

TOTAL EXPENSES $3,644,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,714,344	$3,286,782	+0.1%
Expenses	$3,644,883	$3,154,617	+0.2%
Net Income	$69,461	$132,165	-0.5%

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

$232,418

Total Directors

$33,735

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARI EKBOM	DIRECTOR	2.00	Director	$0	$0	$0
JOEL PACYNA	CHAIRMAN	2.00	Officer Director	$0	$33,735	$33,735
NEAL SANGER	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES WALLACE	DIRECTOR	2.00	Director	$0	$0	$0
JASON ZIMMERMAN	DIRECTOR	2.00	Director	$0	$0	$0
JACOB ALLEN ESQ	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
CALEB NELSON	SECRETARY	2.00	Officer Director	$0	$0	$0
MATTHEW KOSTER	DIRECTOR	2.00	Director	$0	$0	$0
KATIE YAGER	DIRECTOR	2.00	Director	$0	$0	$0
KEITH PHILLIPS	HEADMASTER	40.00	Officer	$92,941	$26,270	$119,211
CINDY SCHWEIGHART	TREASURER	40.00	Officer	$48,090	$31,382	$79,472

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	$3,714,344	$3,644,883	$5,202,624	$69,461
2024	$3,286,782	$3,154,617	$5,172,680	$132,165
2023	$3,205,912	$2,925,534	$5,102,014	$280,378
2022	$2,890,316	$2,807,101	$4,871,434	$83,215
2021	$2,579,407	$2,542,026	$4,770,683	$37,381
2020	$2,829,301	$2,487,307	$4,893,662	$341,994
2019	$2,527,960	$2,546,829	$4,728,918	$-18,869
2018	$2,443,052	$2,495,006	$4,900,594	$-51,954