Bulloch Academy Inc (EIN 581119726) - 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

1971

Legal Domicile

Phone

9127646297

Tax Period

2024-08-01 to 2025-07-31

Bulloch Academy Inc, founded in 1971, is a mid-sized nonprofit in the Education sector that reported $10.3M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $8.8M left a modest 15% surplus.

Mission

Bulloch Academy, Inc. is a full service college preparatory day school whose mission is to challenge, teach, and nurture tomorrow's leaders today.

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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 $1,894,564

Program Service Revenue $8,156,088

Investment Income $17,619

Other Revenue $190,466

TOTAL REVENUE $10,258,737

Expense Breakdown

Grants Paid $10,338

Salaries & Benefits $5,197,982

Fundraising Expenses $95,613

Program Expenses $7,928,888

Other Expenses $3,525,067

TOTAL EXPENSES $8,758,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,258,737	$9,454,730	+0.1%
Expenses	$8,758,387	$7,534,530	+0.2%
Net Income	$1,500,350	$1,920,200	-0.2%

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

157

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

$262,967

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joe Lanier	Secretary	0.5	Officer Director	$0	$0	$0
TJ Miller	Chair	0.5	Officer Director	$0	$0	$0
Wendy Woodrum	Vice Chair	0.5	Officer Director	$0	$0	$0
Wes Simmons	Treasurer	0.5	Officer Director	$0	$0	$0
Allison Strickland	Trustee	0.5	Director	$0	$0	$0
Emilie Taulbee	Trustee	0.5	Director	$0	$0	$0
Jamison Tuttle	Trustee	0.5	Director	$0	$0	$0
Jared Mock	Trustee	0.5	Director	$0	$0	$0
Jarrett Walden	Trustee	0.5	Director	$0	$0	$0
Joel Hanner	Trustee	0.5	Director	$0	$0	$0
John Roach	Trustee	0.5	Director	$0	$0	$0
Josh Whitfield	Trustee	0.5	Director	$0	$0	$0
Justin Lancaster	Trustee	0.5	Director	$0	$0	$0
Matt Wood	Trustee	0.5	Director	$0	$0	$0
Russell Mathis	Trustee	0.5	Director	$0	$0	$0
Leisa Houghton	Head of School	40.0	Officer	$262,967	$0	$262,967
Holly Greeson	Assistant Head of School	40.0	Highest	$120,846	$0	$120,846

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	$10,258,737	$8,758,387	$22,227,344	$1,500,350
2024	$9,454,730	$7,534,530	$20,601,860	$1,920,200
2023	$7,769,364	$6,581,126	$17,327,550	$1,188,238
2022	$8,429,198	$6,062,212	$15,117,604	$2,366,986
2021	$6,078,467	$5,075,708	$14,949,529	$1,002,759
2020	$6,146,207	$4,719,351	$11,615,970	$1,426,856
2019	$6,866,575	$4,711,919	$10,066,114	$2,154,656
2018	$7,549,788	$4,462,993	$7,522,472	$3,086,795

Bulloch Academy Inc