FREDERICKSBURG ACADEMY

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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

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 $12.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $11.1M left a modest 7% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $10,315,625

THE SCHOOL HAS THREE DIVISIONS: LOWER SCHOOL, WHICH INCLUDES THE EARLY CHILDHOOD PROGRAM THROUGH FIFTH GRADE; MIDDLE SCHOOL, GRADES SIX THROUGH EIGHT; UPPER SCHOOL, GRADES NINE THROUGH TWELVE. LOWER SCHOOL ACCOMPLISHMENTS INCLUDE CROSS-GRADE-LEVEL CONNECTIONS AND MENTORSHIP OPPORTUNITIES, FOREIGN LANGUAGE INSTRUCTION FOR ALL STUDENTS, CHARACTER EDUCATION, MULTIPLE OPPORTUNITIES TO SPEAK PUBLICLY AND PERFORM ON STAGE, THE INTRODUCTION OF A DIGITAL PORTFOLIO, AN IPAD PROGRAM, ANDEXTRACURRICULAR OPPORTUNITIES SUCH AS JUNIOR MASTER GARDENERS, INTERNATIONAL CLUB, AND RUNNING CLUB. MIDDLE SCHOOL ACCOMPLISHMENTS INCLUDE MULTIPLE OPPORTUNITIES FOR ELECTED STUDENT LEADERSHIP, A HANDS-ON FOCUS ON SUSTAINABILITY IN SCIENCE CURRICULUM, EMPHASIS ON SERVICE AND GLOBAL CITIZENSHIP ACROSS THE CURRICULUM, THE GLOBAL EXPLORERS PROGRAM, MEANINGFUL OFF-CAMPUS EXPERIENCES, INTERSCHOLASTIC ATHLETICS, A THRIVING FINE ARTS PROGRAM, AND A FACULTY ADVISORY PROGRAM. UPPER SCHOOL ACCOMPLISHMENTS INCLUDE THE 1:1 LAPTOP PROGRAM AND INTEGRATION OF INSTRUCTIONAL TECHNOLOGY ACROSS THE CURRICULUM, THE SENIOR EXHIBIT INDEPENDENT- STUDY EXPERIENCE, INDIVIDUALIZED COLLEGE COUNSELING, A FACULTY ADVISORY PROGRAM, THRIVING PROGRAMS IN THE ARTS AND SCHOLASTIC JOURNALISM, INTERSCHOLASTIC ATHLETICS, EMPHASIS ON EFFECTIVE WRITTEN AND ORAL COMMUNICATION, AND AUTHENTIC LEADERSHIP BY THE STUDENT GOVERNMENT, HONOR COUNCIL, AND DISCIPLINE COMMITTEE.

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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 $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