LIONHEART ACADEMY OF THE TRIAD (EIN 474069833) - 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

Phone

3366766075

Tax Period

2024-07-01 to 2025-06-30

LIONHEART ACADEMY OF THE TRIAD, founded in 2015, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 7% surplus.

Mission

TO DEVELOP DIPLOMA SEEKING STUDENTS WITH AUTISM SPECTRUM DISORDERS (ASD) INTO INDEPENDENT ADULTS THROUGH RESEARCH BASED EDUCATION STRATEGIES DESIGNED TO INCREASE ACADEMIC AND SOCIAL SUCCESS.

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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 $39,773

Program Service Revenue $1,571,442

Investment Income $24,668

Other Revenue $240,030

TOTAL REVENUE $1,875,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,293,543

Fundraising Expenses $18,371

Program Expenses $1,313,357

Other Expenses $455,993

TOTAL EXPENSES $1,749,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,875,913	$1,551,831	+0.2%
Expenses	$1,749,536	$1,442,109	+0.2%
Net Income	$126,377	$109,722	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER PARDUE	Vice President	1.00	Officer Director	$0	$0	$0
DEBBIE LOVE	Director	1.00	Director	$0	$0	$0
MIKE MATZINGER	Director	1.00	Director	$0	$0	$0
CHRIS JUSTICE	Treasurer	1.00	Director	$0	$0	$0
JIM COLEMAN	Director	1.00	Director	$0	$0	$0
JOSHUA HEARNE	Director	1.00	Officer Director	$0	$0	$0
GINA CARTER	President	1.00	Director	$0	$0	$0
DR JESSICA BRAMMER-OWENS	HEAD OF SCHOOL	40.00	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	$1,875,913	$1,749,536	$2,175,683	$126,377
2024	$1,551,831	$1,442,109	$2,527,016	$109,722
2023	$1,411,062	$1,177,425	$1,992,452	$233,637
2022	$1,040,735	$961,111	$1,785,820	$79,624
2021	$946,851	$829,903	$1,740,671	$116,948
2020	$884,622	$781,061	$1,455,754	$103,561
2019	$896,211	$676,041	$1,382,243	$220,170

LIONHEART ACADEMY OF THE TRIAD