WELLMONT ACADEMY OF TAMPA BAY INC

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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

DANIELLE MAROLF

Phone

7278717036

Tax Period

2024-06-01 to 2025-05-31

WELLMONT ACADEMY OF TAMPA BAY INC, founded in 2013, is a small nonprofit in the Education sector that reported $987K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $882K left a modest 11% surplus.

Mission

To be a classically-based support network for parents and students of homeschoolers. We provide curriculum and accountability for all those we serve.

Program Service Accomplishments

Program 1

Expenses: $881,790 Revenue: $987,166

To provide elementary and secondary classical education in cooperation with homeschooling families

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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 $53,591

Program Service Revenue $807,404

Investment Income $0

Other Revenue $126,171

TOTAL REVENUE $987,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $615,154

Fundraising Expenses $0

Program Expenses $881,790

Other Expenses $266,636

TOTAL EXPENSES $881,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$987,166	$840,161	+0.2%
Expenses	$881,790	$1,003,100	-0.1%
Net Income	$105,376	$-162,939	-1.6%

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

N/A

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

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
DANIELLE MAROLF	PRESIDENT	Officer Director	$0	$0	$0
JIM PENNINGTON	SECRETARY	Officer Director	$0	$0	$0
BRADLEY MAROLF	VICE PRESIDENT	Officer Director	$0	$0	$0
CHARLES BURNITE	DIRECTOR	Officer Director	$0	$0	$0
DANIELLE MASTERS	DIRECTOR	Officer 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	$987,166	$881,790	$385,381	$105,376
2024	$840,161	$1,003,100	$280,005	$-162,939
2023	$798,606	$787,070	$402,539	$11,536
2022	$716,978	$568,034	$389,365	$148,944
2021	$455,992	$421,690	$286,735	$34,302
2020	$379,439	$296,551	$249,553	$82,888