VIDALIA HERITAGE ACADEMY (EIN 582374710) - 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

1998

Legal Domicile

Principal Officer

CYNTHIA MCLAIN

Phone

9125371072

Tax Period

2023-07-01 to 2024-06-30

VIDALIA HERITAGE ACADEMY, founded in 1998, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $682K, a strong 23% operating margin.

Mission

TO PROVIDE EDUCATIONAL SERVICES

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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 $824,274

Program Service Revenue $2,130,830

Investment Income $8,549

Other Revenue $0

TOTAL REVENUE $2,963,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,420,214

Fundraising Expenses $39,084

Program Expenses $2,126,621

Other Expenses $822,131

TOTAL EXPENSES $2,281,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,963,653	$2,057,203	+0.4%
Expenses	$2,281,429	$2,194,080	+0.0%
Net Income	$682,224	$-136,877	-6.0%

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

N/A

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
BETH ADAMS	BOARD MEMBER	5.00	Director	$0	$0	$0
BLAKE BOLT	BOARD MEMBER	2.00	Director	$0	$0	$0
LARRY CURL	BOARD MEMBER	2.00	Director	$0	$0	$0
BOB DIXON	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE JOHNSON	SECRETARY	2.00	Officer Director	$0	$0	$0
CYNTHIA MCLAIN	CHAIRMAN	20.00	Officer Director	$0	$0	$0
CASSIE NEAL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DANIEL O'CONNOR	TREASURER	10.00	Officer Director	$0	$0	$0
RICK PROENZA	BOARD MEMBER	2.00	Director	$0	$0	$0
SYDNEY THIGPEN	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH TORRENCE	BOARD MEMBER	2.00	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
2024	$2,963,653	$2,281,429	$1,543,564	$682,224
2023	$2,057,203	$2,194,080	$1,153,074	$-136,877
2022	$2,285,773	$2,264,784	$1,323,727	$20,989
2021	$2,078,762	$1,974,310	$1,514,265	$104,452
2020	$1,824,759	$1,842,415	$1,416,365	$-17,656
2019	$1,967,324	$1,971,139	$1,225,226	$-3,815
2018	$1,983,116	$1,960,715	$1,225,644	$22,401

VIDALIA HERITAGE ACADEMY