TRACE ACADEMY INC (EIN 593398298) - 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

1996

Legal Domicile

Principal Officer

SHARI HEPNER

Phone

4073060887

Tax Period

2024-07-01 to 2025-06-30

TRACE ACADEMY INC, founded in 1996, is a small nonprofit in the Education sector that reported $301K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $274K left a modest 9% surplus.

Mission

TO EDUCATE OUR CHILDREN BY GUIDING THEM TO EXPLORE GODS WORLD AND DISCOVER THEIR PLACE IN IT AND DEVELOP THEIR CHARACTER, INTELLECT AND IMAGINATION.

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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 $0

Program Service Revenue $297,130

Investment Income $7

Other Revenue $3,467

TOTAL REVENUE $300,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,075

Fundraising Expenses $0

Program Expenses $257,291

Other Expenses $204,649

TOTAL EXPENSES $273,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,604	$213,344	+0.4%
Expenses	$273,724	$242,599	+0.1%
Net Income	$26,880	$-29,255	-1.9%

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

$62,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARI HEPNER	HEAD OF SCHOOL	40.00	Officer	$62,656	$0	$62,656
LISA LAPP	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN DOOLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH BERLINGERI	DIRECTOR	1.00	Director	$0	$0	$0
OSCAR AVALOS	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW MCINTIRE	CHAIRMAN	1.00	Officer	$0	$0	$0
SHANNON HEAD	SECRETARY	1.00	Officer	$0	$0	$0
AMANDA NETOLICKY	TREASURER	1.00	Officer	$0	$0	$0
KEITH MANNING	PRESIDENT	1.00	Officer	$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	$300,604	$273,724	$156,285	$26,880
2024	$213,344	$242,599	$129,405	$-29,255
2023	$198,199	$245,844	$161,106	$-47,645
2022	$194,025	$201,408	$207,415	$-7,383
2021	$186,025	$194,777	$221,318	$-8,752
2020	$213,800	$202,344	$229,035	$11,456
2019	$214,755	$184,022	$217,055	$30,733

TRACE ACADEMY INC