SOUTHAMPTON ACADEMY (EIN 540846894) - 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

1966

Legal Domicile

Principal Officer

BRANDON APPLEWHITE

Phone

7576532512

Tax Period

2024-07-01 to 2025-06-30

SOUTHAMPTON ACADEMY, founded in 1966, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2018.

Mission

SOUTHAMPTON ACADEMY CHALLENGES AND ENCOURAGES EACH STUDENT TO LEARN AND GROW THROUGH ACADEMIC EXPERIENCES THAT COMBINE INNOVATION AND TRADITION WITH MORAL AND SPIRITUAL VALUES IN A SUPPORTIVE FAMILY ENVIRONMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $630,734

Program Service Revenue $4,227,050

Investment Income $64,985

Other Revenue $1,249,605

TOTAL REVENUE $6,172,374

Expense Breakdown

Grants Paid $346,034

Salaries & Benefits $3,040,547

Fundraising Expenses $20,030

Program Expenses $4,060,312

Other Expenses $1,457,474

TOTAL EXPENSES $4,844,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,172,374	$4,931,065	+0.3%
Expenses	$4,844,055	$4,476,836	+0.1%
Net Income	$1,328,319	$454,229	+1.9%

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

$136,493

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON APPLEWHITE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JENNY DIXON	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
ERIC DRAKE	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM L HOLT	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW GILLETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON HODGES	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE SLATE	BOARD MEMBER	1.00	Director	$0	$0	$0
HARPER A THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTEN VAUGHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA VICK	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMEE C RAILEY	HEAD OF SCHO	40.00	Officer	$136,493	$0	$136,493

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	$6,172,374	$4,844,055	$8,839,073	$1,328,319
2024	$4,931,065	$4,476,836	$7,903,789	$454,229
2023	$4,370,112	$4,651,437	$7,748,813	$-281,325
2022	$4,403,573	$3,973,731	$8,383,776	$429,842
2021	$3,882,996	$4,040,047	$8,453,598	$-157,051
2020	$4,153,796	$4,004,787	$8,586,399	$149,009
2019	$4,290,020	$4,441,859	$6,619,394	$-151,839

SOUTHAMPTON ACADEMY