UNION ACADEMY (EIN 562172412) - 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

2000

Legal Domicile

Principal Officer

JACK JAMES

Phone

7042388883

Tax Period

2023-07-01 to 2024-06-30

UNION ACADEMY, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $24.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $22.9M left a modest 7% surplus.

Mission

UNION ACADEMY (UA) IS A COLLABORATIVE VENTURE THAT INVOLVES THE WHOLE FAMILY AND THE WHOLE COMMUNITY IN THE EDUCATION AND DEVELOPMENT OF THE WHOLE CHILD. UA CULTIVATES LEARNING THAT INTEGRATES HIGH EXPECTATIONS FOR ACADEMIC ACHIEVEMENT WITH HIGH STANDARDS FOR CHARACTER DEVELOPMENT IN A STRUCTURED ENVIRONMENT. THIS ENVIRONMENT IS DESIGNED AND MANAGED BY A MOTIVATED AND WELLRESOURCED PROFESSIONAL FACULTY.

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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 $22,099,433

Program Service Revenue $1,612,732

Investment Income $323,368

Other Revenue $626,462

TOTAL REVENUE $24,661,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $410,526

Fundraising Expenses $0

Program Expenses $22,925,850

Other Expenses $22,515,324

TOTAL EXPENSES $22,925,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,661,995	$22,260,283	+0.1%
Expenses	$22,925,850	$23,000,954	0.0%
Net Income	$1,736,145	$-740,671	-3.3%

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

356

Volunteers

835

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

$203,567

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ZORN	HS PRINCIPAL	40.00	Highest	$104,609	$0	$104,609
JACK JAMES	COO	40.00	Officer	$102,517	$0	$102,517
DONALD BROOME	MS PRINCIPAL	40.00	Highest	$102,270	$0	$102,270
JOHN MARSHALL	HEAD OF SCHO	40.00	Officer	$101,050	$0	$101,050
JEREMIAH BLOW	BOARD MEMBER	1.00	Director	$0	$0	$0
TANISHA BOMANI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAWN BROOKS	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD BUYCK	CHAIR	1.00	Director	$0	$0	$0
TJ GOFORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD GOSCICKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE KOPP	VICE CHAIR	1.00	Director	$0	$0	$0
CASEY KRIUTZFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
NOLAN MCBRIDE	SECRETARY	1.00	Director	$0	$0	$0
TYLER MILLS	BOARD MEMBER	1.00	Director	$0	$0	$0
JANELL POLK-ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDON REEVES	TREASURER	1.00	Director	$0	$0	$0
GREYSON WHITAKER	BOARD MEMBER	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	$24,661,995	$22,925,850	$34,907,561	$1,736,145
2023	$22,260,283	$23,000,954	$33,174,277	$-740,671
2022	$20,376,317	$18,433,259	$33,505,150	$1,943,058
2021	$17,648,120	$15,887,460	$32,815,866	$1,760,660
2020	$17,609,069	$16,137,903	$32,169,823	$1,471,166
2019	$17,024,605	$15,818,315	$30,055,129	$1,206,290

UNION ACADEMY