PHILIPS ACADEMY CHARTER SCHOOL INC (EIN 461960549) - 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

Migdalia Dale

Phone

9736240644

Tax Period

2022-07-01 to 2023-06-30

PHILIPS ACADEMY CHARTER SCHOOL INC, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $14.1M in total revenue in fiscal year 2022.

Mission

Our mission is to inspire diverse learners in a rigorous and innovative environment that cultivates resilient leadership, intellectual curiosity, and thoughtful stewardship.

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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 $13,914,489

Program Service Revenue $152,864

Investment Income $0

Other Revenue $0

TOTAL REVENUE $14,067,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,634,213

Fundraising Expenses $0

Program Expenses $12,320,288

Other Expenses $4,394,256

TOTAL EXPENSES $14,028,469

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,067,353	$13,081,311	+0.1%
Expenses	$14,028,469	$13,274,377	+0.1%
Net Income	$38,884	$-193,066	-1.2%

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

127

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

$298,065

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YASMEEN SAMPSON	PRINCIPAL	040.00	Key Emp Highest	$156,025	$0	$156,025
MIGDALIA DALE	BUSINESS ADMIN	040.00	Key Emp Highest	$142,040	$0	$142,040
HERBERT DAUGHTRY	TRUSTEE	005.00	Director	$0	$0	$0
ELIZABETH ABITANTO	PRESIDENT	005.00	Director	$0	$0	$0
JOSHLYN ADAMS	VICE PRESIDENT	005.00	Director	$0	$0	$0
SAN DONNA JONES	TRUSTEE	005.00	Director	$0	$0	$0
MARTIN MCDOUGALL	TRUSTEE	005.00	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	$14,067,353	$14,028,469	$1,988,278	$38,884
2022	$13,081,311	$13,274,377	$1,749,669	$-193,066
2021	$9,182,074	$8,948,653	$1,599,762	$233,421
2020	$8,611,066	$8,598,097	$1,086,302	$12,969
2019	$7,912,478	$7,764,410	$694,910	$148,068
2018	$7,003,618	$7,358,835	$946,951	$-355,217

PHILIPS ACADEMY CHARTER SCHOOL INC