ETHOS ACADEMY A CHALLENGE FOUNDATION ACADEMY INC (EIN 463702112) - 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

2013

Legal Domicile

Principal Officer

TAMARA GARCIA

Phone

6232621202

Tax Period

2024-07-01 to 2025-06-30

ETHOS ACADEMY A CHALLENGE FOUNDATION ACADEMY INC, founded in 2013, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

ETHOS ACADEMY WILL PREPARE AND EMPOWER ALL STUDENTS TO SUCCEED IN COLLEGE AND 21ST CENTURY CAREERS BY PROVIDING STRATEGIC ACADEMIC PROGRAMS, DEVELOPING EXCEPTIONAL TEACHERS, ENGAGING FAMILIES AND BUILDING COMMUNITY PARTNERSHIPS.

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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 $695,419

Program Service Revenue $3,446,639

Investment Income $961

Other Revenue $111,465

TOTAL REVENUE $4,254,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,771,489

Fundraising Expenses $8,781

Program Expenses $3,847,864

Other Expenses $1,590,739

TOTAL EXPENSES $4,362,228

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,254,484	$4,607,674	-0.1%
Expenses	$4,362,228	$4,459,387	0.0%
Net Income	$-107,744	$148,287	-1.7%

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

$154,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMARA GARCIA	SCHOOL DIREC	2.00	Officer	$146,938	$7,978	$154,916
ELAINE BALDRIDGE	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID FIERO	PRESIDENT	2.00	Officer Director	$0	$0	$0
RUTH MILLER	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES MATHEW SANDOVAL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MAHALIA SINCLAIR	DIRECTOR	2.00	Director	$0	$0	$0
WAYNE S THATCHER	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	$4,254,484	$4,362,228	$2,831,039	$-107,744
2024	$4,607,674	$4,459,387	$3,215,301	$148,287
2023	$4,681,366	$4,397,318	$3,394,692	$284,048
2022	$4,144,348	$3,763,751	$1,835,623	$380,597
2021	$3,723,886	$3,053,307	$1,545,012	$670,579
2020	$3,743,569	$3,128,302	$819,356	$615,267
2019	$3,195,129	$3,031,682	$564,386	$163,447
2018	$2,439,053	$2,593,432	$334,238	$-154,379

ETHOS ACADEMY A CHALLENGE FOUNDATION ACADEMY INC