YORK ACADEMY FOUNDATION

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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

IVY GRUNERT

Phone

7178013900

Tax Period

2024-07-01 to 2025-06-30

YORK ACADEMY FOUNDATION, founded in 2012, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. Expenses of $3.4M left a modest 9% surplus.

Mission

TO SUPPORT THE HEALTH, WELFARE AND EDUCATIONAL INTERESTS OF THE YORK ACADEMY REGIONAL CHARTER SCHOOL.

Program Service Accomplishments

Program 1

TO SUPPORT THE HEALTH, WELFARE AND EDUCATIONAL INTERESTS OF THE YORK ACADEMY REGIONAL CHARTER SCHOOL.

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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 $179,297

Program Service Revenue $0

Investment Income $286,506

Other Revenue $3,238,857

TOTAL REVENUE $3,704,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,358,344

TOTAL EXPENSES $3,358,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,704,660	$3,469,373	+0.1%
Expenses	$3,358,344	$3,180,258	+0.1%
Net Income	$346,316	$289,115	+0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILLY FERRELL	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN BRENNER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MAKRIAS	TREASURER	1.00	Officer Director	$0	$0	$0
FRED BROWN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CLAIRE SCHILLINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY SEITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MELINDA HERSHNER	BOARD 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
2025	$3,704,660	$3,358,344	$45,617,614	$346,316
2024	$3,469,373	$3,180,258	$43,394,043	$289,115
2023	$3,238,721	$3,402,838	$43,717,728	$-164,117
2022	$3,087,936	$3,398,677	$44,308,540	$-310,741
2021	$3,944,483	$3,407,442	$44,729,826	$537,041