UP Academy Inc DBA UP Academy Rebel Educator (EIN 473778391) - 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

Tanya Sheckley

Phone

6505136871

Tax Period

2024-01-01 to 2024-12-31

UP Academy Inc DBA UP Academy Rebel Educator, founded in 2015, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

We are a private elementary and middle school.

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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 $476,534

Program Service Revenue $838,906

Investment Income $1

Other Revenue $780

TOTAL REVENUE $1,316,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $754,395

Fundraising Expenses $5,253

Program Expenses $1,179,358

Other Expenses $529,317

TOTAL EXPENSES $1,283,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,316,221	$1,045,605	+0.3%
Expenses	$1,283,712	$1,114,332	+0.2%
Net Income	$32,509	$-68,727	-1.5%

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

$47,500

Total Directors

$47,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Grace Moen	Elem. Educator	45.00		$122,712	$3,252	$125,964
Tanya Sheckley	Pres./Founder	40.00	Officer Director	$47,500	$0	$47,500
Kari Kaplan	Secretary	2.00	Officer Director	$0	$0	$0
Susan Lin	Treasurer	1.00	Officer Director	$0	$0	$0
Jocelyn DeGance	Board Member	1.00	Director	$0	$0	$0
Barry Sheckley	Board Member	0.50	Director	$0	$0	$0
Cathleen Hartman	Board Member	3.00	Director	$0	$0	$0
Watinee Leewongaroen	Board 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
2024	$1,316,221	$1,283,712	$56,722	$32,509
2023	$1,045,605	$1,114,332	$24,213	$-68,727
2022	$1,011,304	$1,082,064	$114,104	$-70,760
2021	$777,276	$742,190	$184,864	$35,086
2020	$481,351	$470,435	$149,778	$10,916
2019	$328,207	$434,723	$138,862	$-106,516
2018	$243,282	$210,277	$245,378	$33,005

UP Academy Inc DBA UP Academy Rebel Educator