WALLACE STEGNER ACADEMY (EIN 473210780) - 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

SARAH VAUGHAN

Phone

8014569570

Tax Period

2024-07-01 to 2025-06-30

WALLACE STEGNER ACADEMY, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $28.1M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $26.1M left a modest 7% surplus.

Mission

THE EDUCATION OF STUDENTS GRADES K-9.

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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 $27,309,576

Program Service Revenue $307,406

Investment Income $430,838

Other Revenue $9,655

TOTAL REVENUE $28,057,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,613,335

Other Expenses $26,109,780

TOTAL EXPENSES $26,109,780

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,057,475	$18,042,381	+0.6%
Expenses	$26,109,780	$16,274,038	+0.6%
Net Income	$1,947,695	$1,768,343	+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

N/A

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
SARAH VAUGHAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANTONIO FURANO	TREASURER	2.00	Officer Director	$0	$0	$0
JEREMY SCHOW	SECRETARY	2.00	Officer Director	$0	$0	$0
FRANK MAGANA	MEMBER	2.00	Director	$0	$0	$0
REED FARNSWORTH	MEMBER	2.00	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
2025	$28,057,475	$26,109,780	$66,695,202	$1,947,695
2024	$18,042,381	$16,274,038	$37,210,196	$1,768,343
2023	$15,144,667	$13,726,477	$35,947,255	$1,418,190
2022	$12,160,176	$12,443,791	$49,144,982	$-283,615
2021	$7,329,005	$6,131,907	$15,889,659	$1,197,098
2020	$5,904,463	$5,567,263	$14,533,684	$337,200
2019	$5,134,934	$4,988,982	$9,703,543	$145,952
2018	$4,159,387	$3,884,755	$9,660,785	$274,632

WALLACE STEGNER ACADEMY