Invictus Academy Tampa Bay Inc (EIN 475414443) - 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

7273267791

Tax Period

2023-08-01 to 2024-07-31

Invictus Academy Tampa Bay Inc, founded in 2015, is a small nonprofit in the Education sector that reported $853K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $957K exceeded revenue, resulting in a 12% operating deficit.

Mission

To emplore students and their families to thrive in the community through a relationship based learning environment where the individual needs for each child are met through building healthy foundations for social, emotional and academic growth.

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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 $671,179

Program Service Revenue $175,577

Investment Income $6,399

Other Revenue $0

TOTAL REVENUE $853,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $679,988

Fundraising Expenses $0

Program Expenses $920,527

Other Expenses $276,957

TOTAL EXPENSES $956,945

Year-over-Year Comparison

	2023	2022	Change
Revenue	$853,155	$1,165,523	-0.3%
Expenses	$956,945	$835,066	+0.1%
Net Income	$-103,790	$330,457	-1.3%

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
Arun Gopalan	President	2.00	Officer	$0	$0	$0
Jennifer Bell	Vice President	2.00	Officer	$0	$0	$0
Ron Bellestri	Treasurer	2.00	Officer	$0	$0	$0
Ben Farrell	Secretary	2.00	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	$853,155	$956,945	$640,363	$-103,790
2023	$1,165,523	$835,066	$760,001	$330,457
2022	$1,157,167	$974,605	$444,113	$182,562
2020	$732,765	$843,828	$432,092	$-111,063
2019	$1,006,667	$804,067	$434,602	$202,600

Invictus Academy Tampa Bay Inc