THE ALFRED AND ADELE DAVIS ACADEMY INC (EIN 581970181) - 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

1992

Legal Domicile

Principal Officer

AMY SHAFRON

Phone

7706710085

Tax Period

2024-07-01 to 2025-06-30

THE ALFRED AND ADELE DAVIS ACADEMY INC, founded in 1992, is a mid-sized nonprofit in the Education sector that reported $20.2M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $18.4M left a modest 9% surplus.

Mission

TO PROVIDE AN ACADEMICALLY CHALLENGING ENVIRONMENT WITH ENRICHED CURRICULA, INTEGRATING GENERAL ACADEMICS AND JUDAIC STUDIES FROM MECHINA KINDERGARTEN PREP THROUGH EIGHTH GRADE.

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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 $2,534,477

Program Service Revenue $15,518,452

Investment Income $2,206,020

Other Revenue $-10,285

TOTAL REVENUE $20,248,664

Expense Breakdown

Grants Paid $3,375,466

Salaries & Benefits $9,445,820

Fundraising Expenses $668,127

Program Expenses $14,975,200

Other Expenses $5,546,188

TOTAL EXPENSES $18,367,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,248,664	$12,345,830	+0.6%
Expenses	$18,367,474	$16,918,555	+0.1%
Net Income	$1,881,190	$-4,572,725	-1.4%

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

160

Volunteers

300

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

$711,121

Total Directors

Key Employees

$622,775

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Shafron	Head of School	40.0	Officer	$428,235	$56,757	$484,992
Drew Frank	Principal/Associate HOS	40.0	Key Emp	$231,148	$23,507	$254,655
Kim Rich	Chief Financial Officer	40.0	Officer	$192,860	$33,269	$226,129
Micah Lapidus	School Rabbi	40.0	Key Emp	$178,113	$7,387	$185,500
Elisa Prager	Director of Inst Advancement	40.0	Key Emp	$162,511	$20,109	$182,620
LISA MIRSKY	Director of Admissions	40.0	Highest	$117,590	$5,579	$123,169
KENDRICK PHILLIPS	DRAMA	40.0	Highest	$101,949	$18,726	$120,675
Abby Bechler-Karsch	Director	1.0	Director	$0	$0	$0
Amy Robinson	Director	1.0	Director	$0	$0	$0
Ann Davis	Director	1.0	Director	$0	$0	$0
Barbie Bregen	Director	1.0	Director	$0	$0	$0
Ben Sillins	Director	1.0	Director	$0	$0	$0
Bennett Kaplan	Director	1.0	Director	$0	$0	$0
Beth Warner	Director	1.0	Director	$0	$0	$0
Billie Greenberg	Director	1.0	Director	$0	$0	$0
Brad Ladden	Director	1.0	Director	$0	$0	$0
Brian Mand	Vice President	1.0	Director	$0	$0	$0
Bryan Fields	Director	1.0	Director	$0	$0	$0
Carol Nemo	Director	1.0	Director	$0	$0	$0
Carol Rubin	Director	1.0	Director	$0	$0	$0
David Herskovits	Director	1.0	Director	$0	$0	$0
Dean Benamy	Director	1.0	Director	$0	$0	$0
Debbie Kurzweil	Director	1.0	Director	$0	$0	$0
Dulcy Davis Rosenberg	Director	1.0	Director	$0	$0	$0
Elizabeth Davis	Director	1.0	Director	$0	$0	$0
Emily Silberman	Director	1.0	Director	$0	$0	$0
Evan Toporek	Director	1.0	Director	$0	$0	$0
Harriet Zoller	Director	1.0	Director	$0	$0	$0
Jan Epstein	Director	1.0	Director	$0	$0	$0
Jason Tessler	Secretary	1.0	Director	$0	$0	$0
Jay Davis	Director	1.0	Director	$0	$0	$0
Jeff Hopkins	Vice President	1.0	Director	$0	$0	$0
Jon Leven	Director	1.0	Director	$0	$0	$0
Jonathan Habif	Director	1.0	Director	$0	$0	$0
Josh Perlstein	Director	1.0	Director	$0	$0	$0
Julia Galanti	Director	1.0	Director	$0	$0	$0
Kevin Levingston	Vice President	1.0	Director	$0	$0	$0
Lauren Bricks	Director	1.0	Director	$0	$0	$0
Linda Selig	Director	1.0	Director	$0	$0	$0
Lisa Haynor	Director	1.0	Director	$0	$0	$0
Lisa Freedman	Director	1.0	Director	$0	$0	$0
Mara Berman	Director	1.0	Director	$0	$0	$0
Mark Edelstein	Director	1.0	Director	$0	$0	$0
Meryl Macune	Director	1.0	Director	$0	$0	$0
Micah Goldstein	President	1.0	Director	$0	$0	$0
Michelle Rosenberg	Director	1.0	Director	$0	$0	$0
Murray Goldman	Director	1.0	Director	$0	$0	$0
Rob Perkins	Director	1.0	Director	$0	$0	$0
Russell Falkenstein	Treasurer	1.0	Director	$0	$0	$0
Sam Tuck	Director	1.0	Director	$0	$0	$0
Stacey Rothberg	Vice President	1.0	Director	$0	$0	$0
Stanley Sonenshine	Director	1.0	Director	$0	$0	$0
Steven Cohen	Director	1.0	Director	$0	$0	$0
Susan Goldberg	Director	1.0	Director	$0	$0	$0
Tonia Sellers	Director	1.0	Director	$0	$0	$0
KAREN ROGOW	DIRECTOR	1.0	Director	$0	$0	$0
LEE KATZ	DIRECTOR	1.0	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	$20,248,664	$18,367,474	$78,135,451	$1,881,190
2024	$12,345,830	$16,918,555	$72,911,545	$-4,572,725
2023	$18,133,997	$15,397,966	$68,039,371	$2,736,031
2022	$18,707,941	$14,042,068	$60,440,379	$4,665,873
2021	$18,514,895	$14,128,556	$64,823,624	$4,386,339
2020	$13,701,523	$13,611,239	$56,656,826	$90,284
2019	$14,838,163	$13,291,808	$55,794,544	$1,546,355
2018	$15,048,638	$13,556,267	$54,551,267	$1,492,371

THE ALFRED AND ADELE DAVIS ACADEMY INC