Broadwater Academy Foundation (EIN 455245398) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Phone

7574429041

Tax Period

2024-07-01 to 2025-06-30

BROADWATER ACADEMY FOUNDATION, founded in 2012, is a small nonprofit in the Education sector that reported $187K in total revenue in fiscal year 2016. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 48% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO RAISE, MANAGE AND DISTRIBUTE FUNDS SOLELY FOR THE BENEFIT OF THE STUDENTS OF BROADWATER ACADEMY AND FOR THE IMPROVEMENTS TO THE BROADWATER ACADEMY EDUCATION, ENVIRONMENT, INCLUDING BUT NOT LIMITED TO, PROGRAM ENHANCEMENTS, TECHNOLOGICAL STUDENTS OF BROADWATER ACADEMY AND FOR THE IMPROVEMENTS TO THE BROADWATER ACADEMY EDUCATION, ENVIRONMENT, INCLUDING BUT NOT LIMITED TO, PROGRAM ENHANCEMENTS, TECHNOLOGICAL IMPROVEMENTS, FACILITIES ENRICHMENT, AND SCHOLARSHIPS FOR STUDENTS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $130,000

Program Service Revenue $0

Investment Income $65,044

Other Revenue $14,268

TOTAL REVENUE $209,312

Expense Breakdown

Grants Paid $56,941

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,941

Other Expenses $25,395

TOTAL EXPENSES $82,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,312	$71,011	+1.9%
Expenses	$82,336	$82,165	+0.0%
Net Income	$126,976	$-11,154	-12.4%

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

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
CHRIS WILLIS	Chair	1.0	Officer Director	$0	$0	$0
Daniel Hooper	Treasurer	1.0	Officer Director	$0	$0	$0
JON WEHNER	Vice Chair	1.0	Officer Director	$0	$0	$0
Will Russell	Secretary	1.0	Officer Director	$0	$0	$0
Ace Seybolt	Director	1.0	Director	$0	$0	$0
Blake Johnson	DIRECTOR	1.0	Director	$0	$0	$0
Brent Anderson	Director	1.0	Director	$0	$0	$0
Clint Crouse	Director	1.0	Director	$0	$0	$0
Jim Shaeffer	DIRECTOR	1.0	Director	$0	$0	$0
JP Binard	DIRECTOR	1.0	Director	$0	$0	$0
Kristy Hickman	DIRECTOR	1.0	Director	$0	$0	$0
Robert Sabbatini	DIRECTOR	1.0	Director	$0	$0	$0
Sierra Knight Magee	DIRECTOR	1.0	Director	$0	$0	$0
Spencer Shelley	DIRECTOR	1.0	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	$209,312	$82,336	$1,754,311	$126,976
2024	$71,011	$82,165	$1,593,421	$-11,154
2023	$95,144	$80,463	$1,566,362	$14,681
2022	$38,509	$75,460	$1,533,258	$-36,951
2021	$75,477	$86,730	$1,648,225	$-11,253
2020	$34,922	$73,851	$1,605,084	$-38,929
2019	$35,396	$143,350	$1,644,235	$-107,954
2018	$94,474	$101,039	$1,732,718	$-6,565
2017	$187,082	$96,983	$1,700,263	$90,099

Broadwater Academy Foundation