RICHARD WINN ACADEMY (EIN 570479330) - 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

1966

Legal Domicile

Principal Officer

BRIAN BONDS

Phone

8036355494

Tax Period

2023-07-01 to 2024-06-30

RICHARD WINN ACADEMY, founded in 1966, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 334% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 6% surplus.

Mission

TO PROVIDE A SUPERIOR EDUCATION FOR PREKINDERGARTEN THROUGH TWELFTH GRADE STUDENTS IN A SAFE, WELL-DISCIPLINED AND NURTURING ENVIRONMENT. THIS MISSION HAS REMAINED CONSTANT THROUGHOUT THE 50 PLUS YEAR HISTORY OF THE SCHOOL. FOUNDERS COMMITTED TO A STRONG BASIC, TRADITIONAL EDUCATION FOR ALL STUDENTS. AN EDUCATION THAT PROVIDES THE FOUNDATION FOR COLLEGE AND HIGHER LEARNING, CREATIVE THINKING AND PROBLEM-SOLVING SKILLS, AND LIFELONG LEARNING.

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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 $46,673

Program Service Revenue $1,856,514

Investment Income $46

Other Revenue $148,428

TOTAL REVENUE $2,051,661

Expense Breakdown

Grants Paid $14,475

Salaries & Benefits $1,282,593

Fundraising Expenses $38,371

Program Expenses $1,549,333

Other Expenses $635,979

TOTAL EXPENSES $1,933,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,051,661	$472,556	+3.3%
Expenses	$1,933,047	$1,609,531	+0.2%
Net Income	$118,614	$-1,136,975	-1.1%

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

$60,836

Total Directors

$60,836

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN CHAISSON	HEAD OF SCHOOL	60.00	Officer Director	$60,182	$654	$60,836
BRIAN BONDS	CHAIRMAN	4.00	Officer Director	$0	$0	$0
MAC CALDWELL	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
TODD WARREN	TREASURER	2.00	Officer Director	$0	$0	$0
TRACY YOUNG	SECRETARY	2.00	Officer Director	$0	$0	$0
BRICE WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
BRADY BRANHAM	DIRECTOR	1.00	Director	$0	$0	$0
CALEB THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE SHORT STEPHENSON	DIRECTOR	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	$2,051,661	$1,933,047	$3,354,880	$118,614
2023	$472,556	$1,609,531	$2,292,563	$-1,136,975
2022	$1,847,138	$1,675,661	$1,956,620	$171,477
2021	$1,867,885	$1,710,442	$1,206,551	$157,443
2020	$1,637,423	$1,415,306	$943,837	$222,117
2019	$1,594,146	$1,431,451	$755,532	$162,695
2018	$1,253,969	$1,315,465	$609,133	$-61,496

RICHARD WINN ACADEMY