LONE STAR SUCCESS ACADEMY (EIN 475480497) - 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

2016

Legal Domicile

Principal Officer

TRACY BENNETT-JOSEPH

Phone

4809872049

Tax Period

2024-07-01 to 2025-06-30

LONE STAR SUCCESS ACADEMY, founded in 2016, is a small nonprofit in the Education sector that reported $922K in total revenue in fiscal year 2024.

Mission

THE MISSION OF LONE STAR SUCCESS ACADEMY IS TO IMPROVE ACADEMIC ACHIEVEMENT BY PROVIDING RIGOROUS ACADEMIC AND SOCIAL SKILLS INSTRUCTION THAT WILL LEAD TO STUDENT SUCCESS IN SCHOOL, WITHIN THEIR LIVES AND WITHIN THEIR COMMUNITY.

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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 $788,503

Program Service Revenue $133,766

Investment Income $0

Other Revenue $0

TOTAL REVENUE $922,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $434,762

Fundraising Expenses $0

Program Expenses $618,312

Other Expenses $482,196

TOTAL EXPENSES $916,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$922,269	$881,959	+0.0%
Expenses	$916,958	$1,110,724	-0.2%
Net Income	$5,311	$-228,765	-1.0%

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

N/A

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
BARRY MCBRIDE	Treasurer	2.00	Officer Director	$0	$0	$0
CHRIS HOSEK	President	2.00	Officer Director	$0	$0	$0
JOHN PARSONS	Director	2.00	Director	$0	$0	$0
CJ BOWER	CFO	40.00	Officer	$0	$0	$0
TRACY BENNETT-JOSEPH	SUPERINTENDENT	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	$922,269	$916,958	$1,161,274	$5,311
2024	$881,959	$1,110,724	$174,739	$-228,765
2023	$918,999	$967,596	$272,132	$-48,597
2022	$1,113,488	$978,908	$287,222	$134,580
2021	$1,210,781	$1,011,737	$255,852	$199,044
2020	$1,149,856	$1,186,924	$295,125	$-37,068
2019	$838,627	$899,915	$197,527	$-61,288

LONE STAR SUCCESS ACADEMY