FREDERICKSBURG ACADEMY (EIN 541568499) - 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

1992

Legal Domicile

Principal Officer

KAREN MOSCHETTO

Phone

5408980020

Tax Period

2023-07-01 to 2024-06-30

FREDERICKSBURG ACADEMY, founded in 1992, is a mid-sized nonprofit in the Education sector that reported $10.5M in total revenue in fiscal year 2017. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 15% operating margin.

Mission

WE INSPIRE AND EMPOWER OUR STUDENTS TO DISCOVER, TO ENGAGE, AND TO IMAGINE THE LIMITLESS NATURE OF THEMSELVES AND THE WORLD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $769,546

Program Service Revenue $11,191,394

Investment Income $-410,691

Other Revenue $400,116

TOTAL REVENUE $11,950,365

Expense Breakdown

Grants Paid $2,254,662

Salaries & Benefits $5,802,573

Fundraising Expenses $92,050

Program Expenses $10,315,625

Other Expenses $3,031,081

TOTAL EXPENSES $11,088,316

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,950,365	$10,581,044	+0.1%
Expenses	$11,088,316	$10,348,425	+0.1%
Net Income	$862,049	$232,619	+2.7%

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

180

Volunteers

N/A

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

$175,000

Total Directors

$175,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA COOPER	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTOPHER HEINZ	TRUSTEE	1.00	Director	$0	$0	$0
TAMMY SANDY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL JACOBSON	SECRETARY	1.00	Officer Director	$0	$0	$0
XAVIER RICHARDSON	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN-NICOLE JINIER	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH AMBERGER	PRESIDENT	3.00	Officer Director	$0	$0	$0
KAREN MOSCHETTO	EX-OFFICIO (HEAD OF SCHOOL	45.00	Officer Director	$175,000	$0	$175,000
CHARLES PAYNE	TRUSTEE	1.00	Director	$0	$0	$0
DUSTIN CLEMENTS	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK R MAREK	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER D NEWMAN	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RUBEN D BELCHER	TRUSTEE	1.00	Director	$0	$0	$0
RYAN C FERNETT	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM G FREELING	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM L MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
TANYA L THRASHER	TRUSTEE	1.00	Director	$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	No data	No data	No data	No data
2024	$11,950,365	$11,088,316	$19,626,158	$862,049
2023	$10,581,044	$10,348,425	$17,036,474	$232,619
2022	$10,152,012	$9,934,986	$16,548,090	$217,026
2021	$10,370,314	$9,191,131	$15,430,035	$1,179,183
2020	$9,806,796	$8,906,674	$14,430,876	$900,122
2019	$9,678,069	$9,175,008	$14,593,423	$503,061
2018	$10,489,012	$8,888,263	$14,483,627	$1,600,749

FREDERICKSBURG ACADEMY