Upper Mississippi Academy (EIN 453597879) - 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

2011

Legal Domicile

Principal Officer

Anna Braun

Phone

6123149929

Tax Period

2023-07-01 to 2024-06-30

Upper Mississippi Academy, founded in 2011, is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $609K, a strong 15% operating margin.

Mission

A collaborative community engaging lifelong learners in active,authentic experiences.

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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 $2,477,782

Program Service Revenue $16,366

Investment Income $516,867

Other Revenue $919,182

TOTAL REVENUE $3,930,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,698,716

Fundraising Expenses $0

Program Expenses $2,815,746

Other Expenses $1,622,814

TOTAL EXPENSES $3,321,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,930,197	$4,398,518	-0.1%
Expenses	$3,321,530	$5,038,385	-0.3%
Net Income	$608,667	$-639,867	-2.0%

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

$177,581

Total Directors

$196,129

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anna Braun	Ex-officio, Exec. Director	40.00	Officer	$40,909	$3,579	$44,488
Katie Camacho	Teacher member, Board Chair	40.00	Officer Director	$61,387	$5,312	$66,699
Andreas Jurewitsch	Teacher member, Treasurer	40.00	Officer Director	$61,109	$5,285	$66,394
Jordan Tyler	Teacher member	40.00	Director	$58,019	$5,017	$63,036
Gordan Paynter	Parent Member	1.00	Director	$0	$0	$0
Nicole Still	Parent Member	1.00	Director	$0	$0	$0
Bryan Haza	Parent Member	1.00	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	$3,930,197	$3,321,530	$1,034,925	$608,667
2023	$4,398,518	$5,038,385	$5,037,014	$-639,867
2022	$4,799,596	$5,431,500	$6,701,484	$-631,904
2021	$5,408,455	$4,992,216	$3,563,323	$416,239
2020	$4,817,145	$4,678,040	$3,541,560	$139,105
2019	$4,362,988	$4,143,613	$3,938,786	$219,375
2018	$3,716,623	$4,417,885	$4,300,754	$-701,262

Upper Mississippi Academy