INTELLECTUAL VIRTUES ACADEMY OF LONG BEACH (EIN 461117774) - 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

JAMES MCGRATH

Phone

5629127017

Tax Period

2022-07-01 to 2023-06-30

INTELLECTUAL VIRTUES ACADEMY OF LONG BEACH, founded in 2012, is a community nonprofit in the Education sector that reported $5.1M in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $4.7M left a modest 9% surplus.

Mission

TO FOSTER MEANINGFUL GROWTH IN INTELLECTUAL CHARACTER VIRTUES IN A THOUGHTFUL, CHALLENGING, AND SUPPORTIVE ACADEMIC ENVIRONMENT. TO EQUIP STUDENTS TO ENGAGE THE WORLD WITH CURIOUSITY AND THOUGHTFULNESS, TO KNOW THEMSELVES, AND TO LIVE WELL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,116,150

Program Service Revenue $0

Investment Income $13,851

Other Revenue $0

TOTAL REVENUE $5,130,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,846,077

Fundraising Expenses $5,823

Program Expenses $3,760,842

Other Expenses $1,804,816

TOTAL EXPENSES $4,650,893

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,130,001	$4,728,372	+0.1%
Expenses	$4,650,893	$4,446,941	+0.0%
Net Income	$479,108	$281,431	+0.7%

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

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

$138,521

Total Directors

$603,972

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUIE BRYANT	Director	40.00	Director	$127,569	$24,685	$152,254
JAMES MCGRATH	Executive Dir.	40.00	Officer Director	$135,011	$3,510	$138,521
CAROLYN NOBLE	N/A	40.00		$109,725	$20,533	$130,258
RICHARD WILLIAMS	COO	40.00	Director	$104,065	$20,041	$124,106
IAN MCCURLY	N/A	40.00		$100,137	$21,105	$121,242
SUMMER SAUNDERS	Director	40.00	Director	$102,014	$2,777	$104,791
DUSTIN SCHMIDT	Director	40.00	Director	$84,300	$0	$84,300
ERIC CHURCHILL	Chairman	2.00	Officer Director	$0	$0	$0
DAN SPEAK	Director	2.00	Director	$0	$0	$0
HOWIE FITZGERALD	Chairman	2.00	Officer Director	$0	$0	$0
DAN HERTZLER	Chairman	2.00	Officer Director	$0	$0	$0
JOSHUA ROSS	Treasurer	2.00	Officer Director	$0	$0	$0
JAMIE CAMPBELL	Director	2.00	Director	$0	$0	$0
LACHELLE CARTER	Director	2.00	Director	$0	$0	$0
STACI EMERSON	Secretary	2.00	Officer Director	$0	$0	$0
ASION JACKSON	Director	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,130,001	$4,650,893	$5,000,329	$479,108
2022	$4,728,372	$4,446,941	$2,801,273	$281,431
2021	$4,715,774	$4,235,030	$2,929,038	$480,744
2020	$4,166,237	$4,210,745	$2,066,325	$-44,508
2019	$4,057,487	$3,787,513	$1,734,538	$269,974
2018	$3,309,364	$3,095,890	$1,446,689	$213,474

INTELLECTUAL VIRTUES ACADEMY OF LONG BEACH