WESTERN ACADEMY INC (EIN 562316078) - 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

2003

Legal Domicile

Principal Officer

REESE HARVEY

Phone

5617924123

Tax Period

2024-07-01 to 2025-06-30

WESTERN ACADEMY INC, founded in 2003, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2024. Expenses of $8.1M left a modest 10% surplus.

Mission

STUDENT CENTERED LEARNING ENVIRONMENT THAT PROMOTES HIGH STANDARDS, GRADE K THRU 8.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,904,722

Investment Income $62,206

Other Revenue $49,253

TOTAL REVENUE $9,016,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,699,357

Fundraising Expenses $0

Program Expenses $6,769,539

Other Expenses $2,450,087

TOTAL EXPENSES $8,149,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,016,181	$9,479,055	0.0%
Expenses	$8,149,444	$8,331,307	0.0%
Net Income	$866,737	$1,147,748	-0.2%

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

153

Volunteers

348

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

$238,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TSIRI MILLER	PRINCIPAL	40.00	Officer	$122,600	$0	$122,600
DAWN AUERBACH	CFO	40.00	Officer	$115,400	$0	$115,400
CRISTY ALTARO	PARENT LIASI	5.00	Director	$0	$0	$0
KEVIN DAVIES	TREASURER	5.00	Director	$0	$0	$0
REESE HARVEY	PRESIDENT	5.00	Director	$0	$0	$0
LORENA KURTJIAN HERNANDEZ	VICE PRESIDE	5.00	Director	$0	$0	$0
MARK HOWARD	MEMBER	5.00	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	$9,016,181	$8,149,444	$20,796,041	$866,737
2024	$9,479,055	$8,331,307	$19,709,107	$1,147,748
2023	$6,852,427	$8,346,603	$17,909,114	$-1,494,176
2022	$5,380,879	$6,187,307	$19,228,121	$-806,428
2021	$5,136,508	$5,036,947	$4,064,878	$99,561
2020	$4,411,850	$4,551,175	$3,711,289	$-139,325
2019	$4,422,857	$4,421,947	$3,502,399	$910
2018	$4,270,835	$4,174,162	$3,387,487	$96,673

WESTERN ACADEMY INC