STRATFORD ACADEMY INC (EIN 580831002) - 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

1960

Legal Domicile

Principal Officer

DR RACHEL ADAMS

Phone

4784778073

Tax Period

2024-06-01 to 2025-05-31

STRATFORD ACADEMY INC, founded in 1960, is a mid-sized nonprofit in the Education sector that reported $15.1M in total revenue in fiscal year 2024. Expenses of $17.2M exceeded revenue, resulting in a 14% operating deficit.

Mission

STRATFORD ACADEMY IS AN INDEPENDENT, NON-SECTARIAN, COLLEGE PREPARATORY SCHOOL FOR STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE TWELVE. GUIDED BY THE MOTTO, "FREEDOM FOR EXCELLENCE", STRATFORD PROVIDES A SUPERIOR EDUCATION FOR STUDENTS WITH DIVERSE BACKGROUNDS AND TALENTS AND DEVELOPS RESPONSIBLE, ETHICAL, LIFE-LONG LEARNERS. IN PARTNERSHIP WITH FAMILIES, STUDENTS, AND FACULTY, STRATFORD - PROVIDES OPPORTUNITIES FOR STUDENTS TO DEVELOP THEIR INDIVIDUAL ABILITIES AND SKILLS WITHIN THE CONTEXT OF A RIGOROUS CURRICULUM. - BUILDS CHARACTER AND INTEGRITY BY OFFERING STUDENTS A VARIETY OF ETHICAL AND CULTURAL PERSPECTIVES THROUGH THE CURRICULUM AND SERVICE TO THE SCHOOL AND COMMUNITY. - ENCOURAGES STUDENTS TO ENGAGE IN A WIDE RANGE OF ACADEMIC, ATHLETIC, FINE ARTS, AND SERVICE-RELATED ACTIVITIES. - INSPIRES LEADERSHIP AND PREPARES STUDENTS FOR RESPONSIBLE STEWARDSHIP AND CITIZENSHIP.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,118,352

Program Service Revenue $13,659,810

Investment Income $369,361

Other Revenue $0

TOTAL REVENUE $15,147,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,075,926

Fundraising Expenses $36,923

Program Expenses $12,208,994

Other Expenses $7,157,702

TOTAL EXPENSES $17,233,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,147,523	$15,356,409	0.0%
Expenses	$17,233,628	$15,670,278	+0.1%
Net Income	$-2,086,105	$-313,869	+5.6%

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

258

Volunteers

500

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

$515,036

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR DAVID W BETHUNE	TRUSTEE	2.00	Director	$0	$0	$0
MALCOLM S BURGESS JR	TRUSTEE EMER	2.00	Director	$0	$0	$0
ROBERT SANDERS BURGESS	TREASURER	2.00	Officer Director	$0	$0	$0
LAURA EVANS	SECRETARY	2.00	Officer Director	$0	$0	$0
SALLY S HATCHER	TRUSTEE	2.00	Director	$0	$0	$0
ELSA L HUTCHINSON	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTY CANTRELL JOHNSTON	TRUSTEE	2.00	Director	$0	$0	$0
WADE A KOVACS	TRUSTEE	2.00	Director	$0	$0	$0
J THOMAS MCAFEE III	CHAIR	2.00	Officer Director	$0	$0	$0
JASON IVEY REAVES	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MRS BOWEN REICHERT SHOEMAKER	TRUSTEE	2.00	Director	$0	$0	$0
WINBURN E STEWART	TRUSTEE	2.00	Director	$0	$0	$0
TRAVIS GRIFFITH	TRUSTEE	2.00	Director	$0	$0	$0
JOSIAH 'JEF' FLOURNOY	TRUSTEE	2.00	Director	$0	$0	$0
KATE PEAVY	TRUSTEE	2.00	Director	$0	$0	$0
WESLEY RAULS	TRUSTEE	2.00	Director	$0	$0	$0
BOONE SMITH IV	TRUSTEE	2.00	Director	$0	$0	$0
DR RACHEL ADAMS	HEAD OF SCHO	40.00	Officer	$291,338	$28,631	$319,969
JANET REFIOR	HEAD OF FINA	40.00	Officer	$179,437	$15,630	$195,067
PATRICK SNEAD	HEAD OF MIDD	40.00	Highest	$132,162	$27,044	$159,206
MOLLYE TREADWAY	CONTROLLER	40.00	Highest	$128,448	$28,058	$156,506
PATSY HAYSLIP	DIRECTOR OF	40.00	Highest	$104,502	$15,822	$120,324
GRIFF ETHERIDGE	UPPER SCHOOL	40.00	Highest	$100,750	$15,593	$116,343
BARRY VEAL	DIR. OF ATHL	40.00	Highest	$105,986	$5,987	$111,973

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	$15,147,523	$17,233,628	$31,519,968	$-2,086,105
2024	$15,356,409	$15,670,278	$32,094,047	$-313,869
2023	$13,805,547	$13,740,293	$32,124,045	$65,254
2022	$15,089,989	$13,056,298	$32,525,377	$2,033,691
2021	$15,966,038	$12,367,451	$30,197,310	$3,598,587
2020	$12,973,578	$11,676,768	$27,164,173	$1,296,810
2019	$12,120,946	$12,857,150	$24,712,398	$-736,204
2018	$12,450,293	$12,161,041	$25,745,585	$289,252

STRATFORD ACADEMY INC