St George Academy (EIN 471905145) - 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

Christy Hall

Phone

4353190105

Tax Period

2024-07-01 to 2025-06-30

St George Academy, founded in 2014, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

To operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

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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 $3,391,480

Program Service Revenue $41,961

Investment Income $88,058

Other Revenue $3,465

TOTAL REVENUE $3,524,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,039,056

Fundraising Expenses $0

Program Expenses $2,569,633

Other Expenses $1,450,171

TOTAL EXPENSES $3,489,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,524,964	$3,059,370	+0.2%
Expenses	$3,489,227	$3,242,266	+0.1%
Net Income	$35,737	$-182,896	-1.2%

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

$107,037

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Davis	Board Member	1.00	Director	$0	$0	$0
Nancy Ross	Board Member	1.00	Director	$0	$0	$0
Carrie Willis	Board Member	1.00	Director	$0	$0	$0
Carol Vallejo	Board Member	1.00	Director	$0	$0	$0
Dee Wilson	Board Member	1.00	Director	$0	$0	$0
Shane Laroia	Board President	1.00	Officer Director	$0	$0	$0
Al Pappas	Board Member	1.00	Director	$0	$0	$0
Christy Hall	Director	45.00	Officer	$96,469	$10,568	$107,037

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	$3,524,964	$3,489,227	$7,861,934	$35,737
2024	$3,059,370	$3,242,266	$7,950,588	$-182,896
2023	$2,834,363	$2,866,228	$8,314,444	$-31,865
2022	$2,826,335	$3,364,426	$8,362,727	$-538,091
2021	$3,403,543	$2,863,859	$7,794,549	$539,684
2020	$2,132,024	$2,165,367	$8,201,453	$-33,343
2019	$1,869,428	$2,210,770	$6,635,204	$-341,342

St George Academy