LIZA JACKSON PREPARATORY SCHOOL INC (EIN 593670866) - 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

2000

Legal Domicile

Principal Officer

JULIE JENZEN

Phone

8505850356

Tax Period

2023-07-01 to 2024-06-30

LIZA JACKSON PREPARATORY SCHOOL INC, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $11.4M in total revenue in fiscal year 2023.

Mission

TO ESTABLISH AND OPERATE A NOT-FOR-PROFIT CHARTER SCHOOL AND TO CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.

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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 $10,452,312

Program Service Revenue $728,497

Investment Income $188,735

Other Revenue $0

TOTAL REVENUE $11,369,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,663,393

Fundraising Expenses $0

Program Expenses $11,142,710

Other Expenses $3,261,350

TOTAL EXPENSES $11,924,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,369,544	$11,043,778	+0.0%
Expenses	$11,924,743	$10,438,164	+0.1%
Net Income	$-555,199	$605,614	-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

189

Volunteers

275

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

$138,562

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY GUNTER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE HENDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE JENZEN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
AMY SEMENOV	SECRETARY	1.00	Officer Director	$0	$0	$0
ABBY BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLA T ROBERTS	CEO	40.00	Officer	$121,416	$17,146	$138,562
DENISE KAY MCKINLEY	PRINCIPAL	40.00	Highest	$138,384	$19,762	$158,146

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	$11,369,544	$11,924,743	$28,182,658	$-555,199
2023	$11,043,778	$10,438,164	$28,401,778	$605,614
2022	$10,988,958	$9,449,216	$27,394,935	$1,539,742
2021	$9,137,620	$8,834,150	$25,879,945	$303,470
2020	$7,321,172	$7,380,975	$3,773,438	$-59,803
2019	$7,276,590	$7,212,789	$2,642,644	$63,801
2018	$7,238,770	$7,151,649	$2,649,004	$87,121

LIZA JACKSON PREPARATORY SCHOOL INC