UTICA SHALE ACADEMY OF OHIO (EIN 464910056) - 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

Phone

3304205353

Tax Period

2024-07-01 to 2025-06-30

UTICA SHALE ACADEMY OF OHIO, founded in 2014, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $5.2M left a modest 7% surplus.

Mission

To provide a unique and vigorous learning environment through specialized academic program which responds to employers and industries current and emerging changing global workforce needs and expectations through business school 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 $5,622,099

Program Service Revenue $0

Investment Income $0

Other Revenue $4,426

TOTAL REVENUE $5,626,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,637

Fundraising Expenses $0

Program Expenses $3,975,805

Other Expenses $5,202,614

TOTAL EXPENSES $5,230,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,626,525	$4,442,392	+0.3%
Expenses	$5,230,251	$4,081,254	+0.3%
Net Income	$396,274	$361,138	+0.1%

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

$3,375

Total Directors

$8,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim Miller	Board President	2.00	Officer Director	$1,875	$0	$1,875
Marcus Chronister	Board Member	1.00	Director	$1,375	$0	$1,375
Alison Jackson	Board Member	1.00	Director	$1,625	$0	$1,625
William Pitts	Board member	1.00	Director	$1,750	$0	$1,750
Corey Boyle	Board Vice President	1.00	Officer Director	$1,500	$0	$1,500

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	$5,626,525	$5,230,251	$1,050,142	$396,274
2024	$4,442,392	$4,081,254	$653,868	$361,138
2023	$2,553,873	$2,472,596	$292,730	$81,277
2022	$1,618,512	$1,618,256	$211,453	$256
2021	$935,424	$813,652	$211,197	$121,772

UTICA SHALE ACADEMY OF OHIO