SOAR ACADEMIES (EIN 464081539) - 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

2014

Legal Domicile

Principal Officer

GEORGE MENG

Phone

2534446759

Tax Period

2018-09-01 to 2019-08-31

SOAR ACADEMIES, founded in 2014, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

SOAR ACADEMY WILL PROVIDE STUDENTS WITH A RIGOROUS, ENGAGING AND PERSONALIZED EDUCATIONAL EXPERIENCE, ALLOWING THEM TO BECOME PRODUCTIVE MEMBERS OF A DIVERSE, GLOBAL SOCIETY, PREPARED AND EQUIPPED ACADEMICALLY, SOCIALLY AND EMOTIONALLY FOR SUCCESS IN AND THROUGH HIGH SCHOOL, COLLEGE AND BEYOND.

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,039,721

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,039,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,150,981

Fundraising Expenses $0

Program Expenses $2,150,327

Other Expenses $1,821,771

TOTAL EXPENSES $2,972,752

Year-over-Year Comparison

	2018	2017	Change
Revenue	$3,039,721	$2,743,929	+0.1%
Expenses	$2,972,752	$2,830,359	+0.1%
Net Income	$66,969	$-86,430	-1.8%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DRTHELMA JACKSON	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
GEORGE MENG	TREASURER	2.00	Officer Director	$0	$0	$0
ANDY FERRERA	DIRECTOR	2.00	Director	$0	$0	$0
BEVERLY JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
LIHI ROSENTHAL	ACTING EXECUTIVE DIRECTOR	20.00	Officer	$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
2019	$3,039,721	$2,972,752	$116,357	$66,969

SOAR ACADEMIES