Pinnacle Classical Academy (EIN 461982572) - 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

Debbie Clary

Phone

7047404040

Tax Period

2024-07-01 to 2025-06-30

Pinnacle Classical Academy, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $13.3M in total revenue in fiscal year 2024. Expenses of $11.6M left a modest 12% surplus.

Mission

To operate a public charter school for the education of children.

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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 $12,390,670

Program Service Revenue $0

Investment Income $467,880

Other Revenue $420,032

TOTAL REVENUE $13,278,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,065,760

Fundraising Expenses $0

Program Expenses $9,002,648

Other Expenses $3,583,407

TOTAL EXPENSES $11,649,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,278,582	$13,134,663	+0.0%
Expenses	$11,649,167	$11,529,190	+0.0%
Net Income	$1,629,415	$1,605,473	+0.0%

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

159

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

$199,558

Key Employees

$533,880

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T G Westmoreland	Vice Chair	5.00	Officer Director	$0	$0	$0
Debbie Clary	Chair	5.00	Officer Director	$0	$0	$0
Christine Boor	Director	5.00	Director	$0	$0	$0
Pauline Cahill	Director	5.00	Director	$0	$0	$0
Ken Mooney	Member	5.00	Director	$0	$0	$0
Jeremy Boone	Member	5.00	Director	$0	$0	$0
Amy Dulin	Member	5.00	Director	$0	$0	$0
Shelly Bullard	Headmaster	40.00	Director Key Emp Highest	$128,791	$0	$128,791
Donna Mabry	Finance Manager	40.00	Director Key Emp	$70,767	$0	$70,767
Wendy Clary	Elementary Principal	40.00	Key Emp	$97,405	$0	$97,405
Angela Brooks	Secondary Principal	40.00	Key Emp	$85,112	$0	$85,112
Jeffrey Ziegler	Director	40.00	Key Emp	$86,737	$0	$86,737
Laura Richardson	Director	40.00	Key Emp	$65,068	$0	$65,068

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	$13,278,582	$11,649,167	$44,695,007	$1,629,415
2024	$13,134,663	$11,529,190	$38,943,037	$1,605,473
2023	$11,482,706	$9,263,223	$28,679,451	$2,219,483
2022	$11,125,515	$9,106,171	$24,218,850	$2,019,344
2021	$9,762,458	$9,077,102	$23,281,442	$685,356
2020	$8,459,419	$8,424,715	$23,204,581	$34,704
2019	$7,532,386	$7,659,533	$21,282,558	$-127,147
2018	$5,741,778	$6,623,762	$18,523,019	$-881,984

Pinnacle Classical Academy