COMPASS ACADEMY (EIN 474826183) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Tax Period

2023-06-01 to 2024-05-31

COMPASS ACADEMY, founded in 2015, is a small nonprofit that reported $428K in total revenue in fiscal year 2018. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $397K left a modest 7% surplus.

Mission

A PRIVATE NONPROFIT SCHOOL FOR CHILDREN WITH DEVELOPMENTALLY DISABILITIES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,343,023

Program Service Revenue $0

Investment Income $6,807

Other Revenue $335

TOTAL REVENUE $1,350,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $845,183

Fundraising Expenses $0

Program Expenses $1,016,964

Other Expenses $171,781

TOTAL EXPENSES $1,016,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,350,165	$887,174	+0.5%
Expenses	$1,016,964	$838,352	+0.2%
Net Income	$333,201	$48,822	+5.8%

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

N/A

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

$73,659

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY WILLIAMS	DIRECTOR	40.00	Officer	$0	$0	$73,659
KATHLEEN ATKINS	TREASURER	0.00	Officer	$0	$0	$0
ALICIA BROWN	EXECUTIVE BOARD MEMBER	0.00	Officer	$0	$0	$0
DEE DEE CAIN	SECRETARY	0.00	Officer	$0	$0	$0
KIRSTEN KRAVITZ	PRESIDENT	0.00	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
2024	$1,350,165	$1,016,964	$919,151	$333,201
2023	$887,174	$838,352	$593,052	$48,822
2022	$903,466	$648,290	$537,225	$255,176
2021	$701,075	$604,635	$243,761	$96,440
2020	$564,374	$492,260	$238,624	$72,114
2019	$427,876	$397,162	$97,122	$30,714

COMPASS ACADEMY