Jefferson Davis Academy (EIN 576026537) - 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

Principal Officer

Holley Padgett

Phone

8033002494

Tax Period

2022-06-01 to 2023-05-31

Jefferson Davis Academy, founded in 1965, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year. Expenses of $1.2M left a modest 12% surplus.

Mission

Education

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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 $49,158

Program Service Revenue $1,370,913

Investment Income $1,087

Other Revenue $0

TOTAL REVENUE $1,421,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $725,672

Fundraising Expenses $14,443

Program Expenses $1,215,253

Other Expenses $519,379

TOTAL EXPENSES $1,245,051

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,421,158	$1,588,872	-0.1%
Expenses	$1,245,051	$1,568,320	-0.2%
Net Income	$176,107	$20,552	+7.6%

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	Role	Reportable Comp	Other Comp	Total
Shane Bowers	Chairman	Director	$0	$0	$0
Jason Still	President	Director	$0	$0	$0
David Craig Jr	Vice President	Director	$0	$0	$0
Holley Padgett	Secretary	Director	$0	$0	$0
Rusty Fogle	Treasurer	Director	$0	$0	$0
Tracy Proctor	Board Member	Director	$0	$0	$0
Denver Sandifer	Board Member	Director	$0	$0	$0
Gregg Respass	Board Member	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
2023	$1,421,158	$1,245,051	$576,769	$176,107
2022	$1,588,872	$1,568,320	$658,001	$20,552
2021	$1,139,402	$943,538	$663,305	$195,864
2020	$1,166,020	$939,386	$642,586	$226,634
2019	$930,817	$907,175	$315,733	$23,642
2018	$882,998	$854,537	$300,297	$28,461

Jefferson Davis Academy