SAM ACADEMY (EIN 453484626) - 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

2010

Legal Domicile

Phone

5592884953

Tax Period

2023-01-01 to 2023-12-31

SAM ACADEMY, founded in 2010, is a small nonprofit in the Education sector that reported $301K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum.

Mission

SAM Academy provides opportunities in STEM education and Positive Youth Development for under-served children in the Central Valley of California. SAM Academy partners with local and national organizations to expeand support in these areas and to also provide professional development for local schools.

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,600

Program Service Revenue $278,122

Investment Income $0

Other Revenue $0

TOTAL REVENUE $300,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $230,183

Fundraising Expenses $0

Program Expenses $316,156

Other Expenses $85,973

TOTAL EXPENSES $316,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$300,722	$199,341	+0.5%
Expenses	$316,156	N/A	N/A
Net Income	$-15,434	$199,341	-1.1%

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

N/A

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

$77,364

Total Directors

$77,364

Key Employees

$111,017

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jerry D Valadez	CEO	35.00	Officer Director Key Emp	$77,364	$0	$77,364
Melinda Salcido	Music Director	25.00	Key Emp	$33,653	$0	$33,653
Willie Lopez	Board Chair	2.00	Director	$0	$0	$0
Luis Bautista	Secretary	2.00	Director	$0	$0	$0
Lou Gonzalez	Board Member	2.00	Director	$0	$0	$0
Ana Lopez	Board Member	2.00	Director	$0	$0	$0
Steven Lopez	Board Member	2.00	Director	$0	$0	$0
Leonard Carrillo	Board Member	2.00	Director	$0	$0	$0
Jose Sandoval	Director	1.00		$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$300,722	$316,156	$25,204	$-15,434
2020	$153,514	$202,945	$227,019	$-49,431
2019	$295,136	$283,616	$102,209	$11,520
2018	$379,952	$368,975	$90,689	$10,977

SAM ACADEMY