Raphael Academy (EIN 582011105) - 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

Principal Officer

Mary Perrin

Phone

5045983227

Tax Period

2023-07-01 to 2024-06-30

Raphael Academy is a small nonprofit that reported $213K in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $299K exceeded revenue, resulting in a 40% operating deficit.

Mission

Special Needs education for Kindergarten through 12th grade students

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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 $57,020

Program Service Revenue $154,753

Investment Income $1,508

Other Revenue $0

TOTAL REVENUE $213,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,976

Fundraising Expenses $3,370

Program Expenses $271,558

Other Expenses $152,529

TOTAL EXPENSES $298,505

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,281	$541,122	-0.6%
Expenses	$298,505	$402,090	-0.3%
Net Income	$-85,224	$139,032	-1.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peggy Mendoza	Secretary	0.00	Officer Director	$0	$0	$0
Eileen Johnson	Communications	0.00	Director	$0	$0	$0
Margo Lulich Whiteside	Member	0.00	Director	$0	$0	$0
Miles Granderson Esq	Member	0.00	Director	$0	$0	$0
Stacey Olson	Member	0.00	Director	$0	$0	$0
Jacqueline Case	Ex Officio	0.00	Director	$0	$0	$0
John Melton	Member	8.00	Director	$0	$0	$0
Mary Perrin	Board Chair	0.00	Officer Director	$0	$0	$0
Scott LaCaze CPA	Treasurer	0.00	Officer Director	$0	$0	$0
Foster Nash Esq	Member	0.00	Director	$0	$0	$0
Jacqueline Case	Executive Dir.	25.00		$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	$213,281	$298,505	$11,714	$-85,224
2023	$541,122	$402,090	$185,800	$139,032
2022	$256,188	$338,170	$372,885	$-81,982
2021	$294,495	$303,060	$438,528	$-8,565
2020	$229,378	$284,593	$453,707	$-55,215
2019	$313,666	$423,739	$1,014,769	$-110,073
2018	$911,989	$608,627	$1,206,651	$303,362

Raphael Academy