PEE DEE ACADEMY (EIN 570472982) - 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

1965

Legal Domicile

Phone

8434231771

Tax Period

2022-07-01 to 2023-06-30

PEE DEE ACADEMY, founded in 1965, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2022. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 7% surplus.

Mission

PRIVATE SCHOOL K-3 THRU 12TH GRADE

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,320

Program Service Revenue $2,515,798

Investment Income $49,054

Other Revenue $327,584

TOTAL REVENUE $2,893,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,166,105

Fundraising Expenses $0

Program Expenses $2,647,891

Other Expenses $535,684

TOTAL EXPENSES $2,701,789

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,893,756	$2,264,531	+0.3%
Expenses	$2,701,789	$2,404,411	+0.1%
Net Income	$191,967	$-139,880	-2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE BYRD	Director	1.00	Director	$0	$0	$0
NEAL BAXLEY	Director	1.00	Director	$0	$0	$0
WESLEY JONES	Director	1.00	Director	$0	$0	$0
CARSON WHITTINGTON	Director	1.00	Director	$0	$0	$0
KATHERINE TURNER	Director	1.00	Director	$0	$0	$0
WILL ESKRIDGE	Chairman	10.00	Officer Director	$0	$0	$0
TERRY SARVIS	Director	1.00	Director	$0	$0	$0
AMY RICHARDSON	Director	1.00	Director	$0	$0	$0
SMITH BROOKS	Director	1.00	Director	$0	$0	$0
LEE HERNDON	Director	1.00	Director	$0	$0	$0
ALLYSON CARMICHAEL	HEAD OF SCHOOLS	40.00	Officer	$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
2023	$2,893,756	$2,701,789	$2,513,710	$191,967
2022	$2,264,531	$2,404,411	$1,860,282	$-139,880
2021	$2,381,015	$2,073,427	$1,893,463	$307,588
2020	$1,986,515	$1,933,499	$1,717,528	$53,016
2019	$1,933,787	$1,962,142	$1,420,979	$-28,355
2018	$1,867,124	$1,848,724	$1,412,815	$18,400

PEE DEE ACADEMY