Chesterton Academy of Milw Inc (EIN 473602999) - 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

Tax Period

2023-07-01 to 2024-06-30

Chesterton Academy of Milw Inc, founded in 2015, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 15% surplus.

Mission

An education with a rigorous classical curriculum taught through the lens of the Catholic faith.

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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 (2023)

Revenue Breakdown

Contributions & Grants $305,701

Program Service Revenue $1,299,423

Investment Income $24,273

Other Revenue $0

TOTAL REVENUE $1,629,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $946,637

Fundraising Expenses $55,555

Program Expenses $1,112,146

Other Expenses $440,336

TOTAL EXPENSES $1,386,973

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,629,397	$1,372,136	+0.2%
Expenses	$1,386,973	$1,254,891	+0.1%
Net Income	$242,424	$117,245	+1.1%

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

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

$129,833

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Eric Demeuse	Headmaster	Key Emp	$73,000	$0	$73,000
Anna Jace	Director of Development	Key Emp	$56,833	$0	$56,833
Tom OConnell	Member	Director	$0	$0	$0
Steve Fettig	Member	Director	$0	$0	$0
Matt Lenahan	Director	Director	$0	$0	$0
Peter Moede	Member	Director	$0	$0	$0
Kim Dax	President	Officer Director	$0	$0	$0
Theresa Jace	Vice President	Officer Director	$0	$0	$0
Michael Waddell	Treasurer	Officer Director	$0	$0	$0
Melissa McDonald	Secretary	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	No data	No data	No data	No data
2024	$1,629,397	$1,386,973	$1,211,796	$242,424
2023	$1,372,136	$1,254,891	$892,154	$117,245
2022	$1,240,464	$904,543	$686,801	$335,921
2021	$733,641	$636,469	$463,115	$97,172
2020	$648,034	$477,796	$339,299	$170,238
2019	$431,966	$376,636	$70,223	$55,330
2018	$352,130	$388,939	$14,251	$-36,809

Chesterton Academy of Milw Inc