ANN JERKINS-HARRIS ACADEMY OF EXCELLENCE (EIN 455303198) - 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

TODD JOHNSON

Phone

4193822280

Tax Period

2024-07-01 to 2025-06-30

ANN JERKINS-HARRIS ACADEMY OF EXCELLENCE, founded in 2012, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

ANN JERKINS-HARRIS ACADEMY OF EXCELLENCE IS A SPECIALIZED ELEMENTARY CHARTER SCHOOL SERVING CHILDREN K-6

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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 $1,893,587

Program Service Revenue $0

Investment Income $0

Other Revenue $4,060

TOTAL REVENUE $1,897,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,049,988

Fundraising Expenses $0

Program Expenses $1,938,577

Other Expenses $939,819

TOTAL EXPENSES $1,989,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,897,647	$2,109,345	-0.1%
Expenses	$1,989,807	$2,066,920	0.0%
Net Income	$-92,160	$42,425	-3.2%

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

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
CHARLES H HARRISON	MEMBER	1.00	Director	$0	$0	$0
BILL HARRIS	MEMBER	1.00	Director	$0	$0	$0
ARLENE HUCKABY	MEMBER	1.00	Director	$0	$0	$0
DR JAMES JONES	PRESIDENT	1.00	Officer Director	$0	$0	$0
BEVERLY TUCKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TODD JOHNSON	TREASURER	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	$1,897,647	$1,989,807	$773,858	$-92,160
2024	$2,109,345	$2,066,920	$950,899	$42,425
2023	$1,754,122	$1,885,912	$1,026,172	$-131,790
2022	$1,497,659	$1,623,720	$1,099,222	$-126,061
2021	$1,596,146	$1,716,152	$1,209,146	$-120,006
2020	$1,162,568	$1,638,206	$1,511,141	$-475,638

ANN JERKINS-HARRIS ACADEMY OF EXCELLENCE