SAMUELI ACADEMY (EIN 453866750) - 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

2012

Legal Domicile

Principal Officer

JOHN LUKER

Phone

7146190245

Tax Period

2023-07-01 to 2024-06-30

SAMUELI ACADEMY, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $17.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $15.7M left a modest 10% surplus.

Mission

OPERATION OF A PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES 7 TO 12 IN ORANGE COUNTY.

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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 $17,223,351

Program Service Revenue $123,703

Investment Income $197,821

Other Revenue $0

TOTAL REVENUE $17,544,875

Expense Breakdown

Grants Paid $13,250

Salaries & Benefits $9,679,201

Fundraising Expenses $367,182

Program Expenses $14,279,368

Other Expenses $6,029,018

TOTAL EXPENSES $15,721,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,544,875	$15,857,966	+0.1%
Expenses	$15,721,469	$14,219,647	+0.1%
Net Income	$1,823,406	$1,638,319	+0.1%

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

151

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

$1,022,169

Total Directors

Key Employees

$423,492

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS SCHEITHAUER	CHAIR	1.00	Officer Director	$0	$0	$0
LIZ DORN PARKER	VICE CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD ARUM	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDI JACKSON	FOUNDING BOARD CHAIR	1.00	Director	$0	$0	$0
SUSAN SAMUELI	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN BARUA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SANTANA	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY SABA	EXECUTIVE DIRECTOR	40.00	Officer	$274,877	$52,227	$327,104
JOHN LUKER	COO & CFO	5.00	Officer	$0	$16,828	$311,726
CHRIS SIMONSEN	CEO	1.00	Officer	$0	$16,946	$383,339
LEE FLEMING	HEAD OF SCHOOL	40.00	Key Emp	$204,390	$48,662	$253,052
PAMELA SHAMBRA	CAPITAL CAMPAIGN DIRECTOR	40.00	Key Emp	$160,749	$9,691	$170,440
OSCAR LEONG	DIRECTOR OF DEVELOPMENT	40.00	Highest	$108,153	$0	$108,153
ANTHONY POLIZZI	TEACHER	40.00	Highest	$112,270	$31,327	$143,597
KIMBERLY DAWSON CUMMINGS	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$127,419	$34,038	$161,457
ALEXANDRA LOPEZ MARTINEZ	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$141,843	$36,778	$178,621
AGGIE AMBROSIO	SCHOOL PSYCHOLOGIST	40.00	Highest	$104,448	$24,640	$129,088

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	$17,544,875	$15,721,469	$20,420,862	$1,823,406
2023	$15,857,966	$14,219,647	$20,075,816	$1,638,319
2022	$13,347,747	$12,292,223	$7,816,850	$1,055,524
2021	$11,119,000	$9,501,270	$5,879,973	$1,617,730
2020	$8,524,864	$8,140,822	$4,415,919	$384,042
2019	$8,661,158	$7,983,702	$3,159,273	$677,456
2018	$7,638,815	$7,336,314	$2,587,524	$302,501

SAMUELI ACADEMY