WHITEFIELD ACADEMY ASSOCIATION (EIN 481166142) - 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

2004

Legal Domicile

Principal Officer

MATTHEW MCINTOSH

Phone

8164443567

Tax Period

2023-07-01 to 2024-06-30

WHITEFIELD ACADEMY ASSOCIATION, founded in 2004, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 12% surplus.

Mission

WHITEFIELD ACADEMY IS A K-PREP - 12TH GRADE CLASSICAL CHRISTIAN SCHOOL IN KANSAS CITY, MO.

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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 $420,817

Program Service Revenue $2,559,052

Investment Income $167,280

Other Revenue $17,963

TOTAL REVENUE $3,165,112

Expense Breakdown

Grants Paid $211,418

Salaries & Benefits $1,810,837

Fundraising Expenses $48,857

Program Expenses $1,959,797

Other Expenses $770,234

TOTAL EXPENSES $2,792,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,165,112	$2,841,727	+0.1%
Expenses	$2,792,489	$3,072,350	-0.1%
Net Income	$372,623	$-230,623	-2.6%

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

121

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

$101,438

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HUTSON	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
TODD JONES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGI RUSTEN	TREASURER	2.00	Officer Director	$0	$0	$0
MATT WEEKS	SECRETARY	2.00	Officer Director	$0	$0	$0
NATHAN SANDERSE	BOARD MEMBER	2.00	Director	$0	$0	$0
CASEY DENT	BOARD MEMBER	2.00	Director	$0	$0	$0
PHIL VELTKAMP	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS WANER	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY CRAWFORD	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW MCINTOSH	HEAD OF SCHOOL	45.00	Officer	$91,827	$9,611	$101,438

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	No data	No data	No data	No data
2024	$3,165,112	$2,792,489	$1,984,679	$372,623
2023	$2,841,727	$3,072,350	$1,754,175	$-230,623
2022	$3,116,861	$3,085,642	$3,249,031	$31,219
2021	$2,829,031	$2,679,193	$2,211,468	$149,838
2020	$2,132,704	$2,160,232	$2,370,624	$-27,528
2019	$2,468,067	$2,340,875	$1,960,688	$127,192

WHITEFIELD ACADEMY ASSOCIATION