NAVIGATOR POINTE ACADEMY (EIN 611485785) - 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

2005

Legal Domicile

Principal Officer

JUDY FARRIS

Phone

8018401210

Tax Period

2024-07-01 to 2025-06-30

NAVIGATOR POINTE ACADEMY, founded in 2005, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2024. Expenses of $4.1M left a modest 5% surplus.

Mission

TO MANAGE, OPERATE, GUIDE, DIRECT, AND PROMOTE A PUBLIC CHARTER SCHOOL FUNDED BY LOCAL, STATE, AND FEDERAL SOURCES.

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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 $4,261,720

Program Service Revenue $38,601

Investment Income $41,610

Other Revenue $0

TOTAL REVENUE $4,341,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,522,296

Fundraising Expenses $0

Program Expenses $3,753,755

Other Expenses $595,154

TOTAL EXPENSES $4,117,450

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,341,931	$4,373,850	0.0%
Expenses	$4,117,450	$4,249,641	0.0%
Net Income	$224,481	$124,209	+0.8%

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

$157,006

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTI ANDERSON	CHAIR	1.00	Officer Director	$0	$0	$0
FERNANDO CRUZ	TREASURER	1.00	Officer Director	$0	$0	$0
JAKE MONTAGUE	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY FARRIS	SCHOOL DIRECTOR	40.00	Officer	$140,081	$16,925	$157,006

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	$4,341,931	$4,117,450	$4,615,689	$224,481
2024	$4,373,850	$4,249,641	$4,346,824	$124,209
2023	$4,053,497	$3,798,480	$5,108,697	$255,017
2022	$3,722,848	$3,552,001	$4,930,180	$170,847
2021	$3,703,723	$3,503,066	$4,834,115	$200,657
2020	$3,665,632	$3,685,130	$8,269,875	$-19,498
2019	$3,630,740	$3,632,183	$8,406,618	$-1,443
2018	$3,587,322	$3,516,050	$8,420,003	$71,272

NAVIGATOR POINTE ACADEMY