United Preparatory Academy East (EIN 465101788) - 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

2017

Legal Domicile

Principal Officer

NICOLE HAGLER

Phone

6145861228

Tax Period

2022-07-01 to 2023-06-30

United Preparatory Academy East, founded in 2017, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2022. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $3.5M left a modest 5% surplus.

Mission

Transforming lives and our communities through the power of education

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,651,477

Program Service Revenue $0

Investment Income $41,669

Other Revenue $0

TOTAL REVENUE $3,693,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,505,377

Fundraising Expenses $0

Program Expenses $2,376,026

Other Expenses $1,987,840

TOTAL EXPENSES $3,493,217

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,693,146	$5,264,006	-0.3%
Expenses	$3,493,217	$4,957,625	-0.3%
Net Income	$199,929	$306,381	-0.3%

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
JOHN SHOCKLEY	Treasurer	1.000	Officer Director	$0	$0	$0
JACKIE BEAN	Member	1.000	Director	$0	$0	$0
BILL WEGER	Secretary	1.000	Officer Director	$0	$0	$0
DAVID SCHERMERHORN	Member	1.000	Director	$0	$0	$0
AMBER MERL	Chair	1.000	Officer Director	$0	$0	$0
VANESSA JESTER	Member	1.000	Director	$0	$0	$0
AMANDA WILLIAMS	Member	1.000	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
2023	$3,693,146	$3,493,217	$1,558,462	$199,929
2022	$5,264,006	$4,957,625	$1,358,533	$306,381
2021	$2,429,888	$2,186,466	$1,052,152	$243,422
2020	$2,102,475	$1,388,796	$808,730	$713,679

United Preparatory Academy East