FRANCIS HUGH WARDLAW ACADEMY (EIN 570522375) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

SHERALD RODGERS

Phone

8032754794

Tax Period

2024-07-01 to 2025-06-30

FRANCIS HUGH WARDLAW ACADEMY, founded in 1970, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 4% surplus.

Mission

OPERATE A SYSTEM OF SCHOOLS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $120,483

Program Service Revenue $1,555,587

Investment Income $2,056

Other Revenue $15,592

TOTAL REVENUE $1,693,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,015,222

Fundraising Expenses $10,393

Program Expenses $1,453,085

Other Expenses $604,942

TOTAL EXPENSES $1,620,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,693,718	$1,680,481	+0.0%
Expenses	$1,620,164	$1,565,714	+0.0%
Net Income	$73,554	$114,767	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHERALD RODGERS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANNALISA WILLIAMS	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
DARLA STEELE	SECRETARY	1.00	Officer Director	$0	$0	$0
ZACK MOORE	FINANCE CHAI	1.00	Officer Director	$0	$0	$0
CATHERINE COVAR	DIRECTOR	1.00	Director	$0	$0	$0
KATIE YONCE	DIRECTOR	1.00	Director	$0	$0	$0
ROBBIE QUARLES	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BRAZELL	DIRECTOR	1.00	Director	$0	$0	$0
KATIE ATKINSON	DIRECTOR	1.00	Director	$0	$0	$0
DAN BOOTH	DIRECTOR	1.00	Director	$0	$0	$0
KORI DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HILL	DIRECTOR	1.00	Director	$0	$0	$0
BETH MURRELL	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	$1,693,718	$1,620,164	$1,188,337	$73,554
2024	No data	No data	No data	No data
2023	$1,293,522	$1,549,598	$1,127,562	$-256,076
2022	$1,737,542	$1,515,196	$1,106,968	$222,346
2021	$1,436,682	$1,319,665	$1,041,521	$117,017
2020	$1,099,620	$1,145,474	$971,160	$-45,854
2019	$1,212,764	$1,071,384	$787,744	$141,380

FRANCIS HUGH WARDLAW ACADEMY