JUBILEE ACADEMY (EIN 510505773) - 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

1993

Legal Domicile

Principal Officer

RALPH BROETJE

Phone

5097492103

Tax Period

2018-07-01 to 2019-06-30

JUBILEE ACADEMY, founded in 1993, is a small nonprofit that reported $560K in total revenue in fiscal year 2018. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 153% operating deficit.

Mission

OPERATES A CHRISTIAN SCHOOL REACHING OUT TO STUDENTS UNSUCCESSFUL IN THE MAINSTREAM SCHOOL ENVIRONMENT.

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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 (2018)

Revenue Breakdown

Contributions & Grants $401,422

Program Service Revenue $198,127

Investment Income $5,271

Other Revenue $-44,750

TOTAL REVENUE $560,070

Expense Breakdown

Grants Paid $291,403

Salaries & Benefits $612,411

Fundraising Expenses $45,981

Program Expenses $1,155,377

Other Expenses $512,232

TOTAL EXPENSES $1,416,046

Year-over-Year Comparison

	2018	2017	Change
Revenue	$560,070	$1,845,213	-0.7%
Expenses	$1,416,046	$1,693,582	-0.2%
Net Income	$-855,976	$151,631	-6.6%

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

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

$83,213

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HAIR III	PRESIDENT	1.00	Officer Director	$0	$0	$0
RALPH BROETJE	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL BROETJE	DIRECTOR	2.00	Director	$0	$0	$0
TREVOR BROETJE	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
DAN TURLEY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARK KLICKER	DIRECTOR	1.00	Director	$0	$0	$0
DEREK WOODS	DIRECTOR	1.00	Director	$0	$0	$0
RICK GRIFFIN	EXECUTIVE DIRECTOR	40.00	Officer	$82,493	$720	$83,213

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
2019	$560,070	$1,416,046	No data	$-855,976
2018	$1,845,213	$1,693,582	$924,884	$151,631

JUBILEE ACADEMY