TRIDENT ACADEMY INC (EIN 570542727) - 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

1972

Legal Domicile

Principal Officer

BETSY FANNING

Phone

8438847046

Tax Period

2023-06-01 to 2024-05-31

TRIDENT ACADEMY INC, founded in 1972, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.7M left a modest 11% surplus.

Mission

TRIDENT ACADEMY, THROUGH INDIVIDUALIZED, MULTI-SENSORY AND RESEARCH-BASED TEACHING APPROACHES, TRANSFORMS THE LIVES OF COGNITIVELY CAPABLE K-12 CHILDREN DIAGNOSED WITH LEARNING DIFFERENCES.

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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 $834,169

Program Service Revenue $1,841,070

Investment Income $3,037

Other Revenue $387,735

TOTAL REVENUE $3,066,011

Expense Breakdown

Grants Paid $147,213

Salaries & Benefits $1,740,129

Fundraising Expenses $148,970

Program Expenses $2,164,935

Other Expenses $855,660

TOTAL EXPENSES $2,743,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,066,011	$2,729,259	+0.1%
Expenses	$2,743,002	$2,357,056	+0.2%
Net Income	$323,009	$372,203	-0.1%

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

$188,855

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETSY FANNING	HEADMASTER	40.00	Officer	$165,000	$23,855	$188,855
BRANDIE D'ORAZIO	Trustee	2.50	Director	$0	$0	$0
ERIK GLASER	Treasurer	2.50	Officer Director	$0	$0	$0
COL MYRON C HARRINGTON JR	Trustee	0.50	Director	$0	$0	$0
DIANE TUASIG	Vice President	2.50	Officer Director	$0	$0	$0
MIKE JERESATY	President	2.00	Officer Director	$0	$0	$0
SHARON STEWART	Trustee	0.50	Director	$0	$0	$0
ANDREA MARTIN	Secretary	0.50	Director	$0	$0	$0
ANDY RANKIN	Trustee	0.50	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
2024	$3,066,011	$2,743,002	$1,744,053	$323,009
2023	$2,713,378	$2,452,357	$1,476,755	$261,021
2023	$2,423,202	$2,363,922	$1,043,618	$59,280
2022	$2,058,430	$1,955,050	$1,027,585	$103,380
2021	$1,984,366	$1,857,170	$1,387,621	$127,196
2020	$2,110,389	$2,087,790	$1,009,824	$22,599
2019	$2,283,424	$2,305,212	$646,029	$-21,788
2018	$2,307,269	$2,262,225	$723,447	$45,044

TRIDENT ACADEMY INC