COMPASS ACADEMY CHARTER SCHOOL (EIN 454835297) - 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

Phone

8568995570

Tax Period

2024-07-01 to 2025-06-30

COMPASS ACADEMY CHARTER SCHOOL, founded in 2012, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $557K, a strong 16% operating margin.

Mission

THE MISSION OF COMPASS ACADEMY CHARTER SCHOOL IS TO INCREASE EACH CHILD'S SUCCESS IN LEARNING, AND AS A RESULT, ACADEMIC ACHIEVEMENT. USING THE "LET ME LEARN PROCESS" AS ITS INNOVATIVE APPROACH, THE SCHOOL LEADERSHIP AND TEACHERS WILL HELP STUDENTS DEVELOP A STRONGER SENSE-OF-SELF AS LEARNERS, A GREATER DEGREE OF ACADEMIC ACHIEVEMENT, AND A HEALTHY LIFESTYLE FOR LEARNING.

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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 $3,500,924

Program Service Revenue $122,384

Investment Income $0

Other Revenue $-97,147

TOTAL REVENUE $3,526,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,219,195

Fundraising Expenses $0

Program Expenses $2,287,999

Other Expenses $749,609

TOTAL EXPENSES $2,968,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,526,161	$2,962,048	+0.2%
Expenses	$2,968,804	$3,059,948	0.0%
Net Income	$557,357	$-97,900	-6.7%

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

$112,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN BURKHARDT	PRINCIPAL	40.00	Officer	$112,050	$0	$112,050
PATRICIA BACON	Trustee	3.00	Director	$0	$0	$0
GLADWYN BAPTIST	Trustee	3.00	Director	$0	$0	$0
LYNN LICHTENBERGER	Trustee	3.00	Director	$0	$0	$0
SUZANNE YOUNGBLOOD	President	3.00	Director	$0	$0	$0
JOEL JOHNSTON	Ex-Officio	3.00	Director	$0	$0	$0
DOUGLAS C McGARRY	BUS ADMINISTRAT	10.00	Officer	$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	$3,526,161	$2,968,804	$1,419,218	$557,357
2024	No data	No data	No data	No data
2023	$3,515,544	$3,405,315	$1,294,200	$110,229
2022	$3,160,403	$2,970,366	$1,255,572	$190,037
2021	$3,168,955	$3,036,636	$767,339	$132,319
2020	$2,374,605	$2,556,031	$867,121	$-181,426
2019	$2,448,457	$2,590,378	$531,243	$-141,921
2018	$2,311,849	$2,315,494	$676,721	$-3,645

COMPASS ACADEMY CHARTER SCHOOL