UNION POINTE ACADEMY CORP (EIN 471605174) - 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

2015

Legal Domicile

Principal Officer

ROBERT J LIGHTNER

Phone

8595383927

Tax Period

2024-07-01 to 2025-06-30

UNION POINTE ACADEMY CORP, founded in 2015, is a small nonprofit in the Education sector that reported $245K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring.

Mission

PRIVATE NON-PROFIT SCHOOL. GRADES 1-12 BENEFITTING APPROXIMATELY 50+ STUDENTS IN 2024.

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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 $125,250

Program Service Revenue $118,451

Investment Income $479

Other Revenue $850

TOTAL REVENUE $245,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $189,403

Fundraising Expenses $0

Program Expenses $242,028

Other Expenses $79,106

TOTAL EXPENSES $268,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,030	$507,118	-0.5%
Expenses	$268,509	$476,652	-0.4%
Net Income	$-23,479	$30,466	-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

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
ERIC S BEUTEL ESG	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SIPPLE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES W VAUGHN	DIRECTOR	1.00	Director	$0	$0	$0
DAN WOOSTER	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT J LIGHTNER	CEO	1.00	Officer	$0	$0	$0
WES W LIGHTNER	PRESIDENT	1.00	Officer	$0	$0	$0
SHEILA LEVI	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MARC J NELTNER	TREASURER	1.00	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
2025	$245,030	$268,509	$81,090	$-23,479
2024	$507,118	$476,652	$102,829	$30,466
2023	$550,468	$577,838	$72,244	$-27,370
2022	$489,867	$535,967	$107,127	$-46,100
2021	$463,404	$489,660	$153,276	$-26,256

UNION POINTE ACADEMY CORP