BATTLE GROUND ACADEMY (EIN 620125920) - 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

1902

Legal Domicile

Principal Officer

ANDREW PHELPS

Phone

6157943501

Tax Period

2024-07-01 to 2025-06-30

BATTLE GROUND ACADEMY, founded in 1902, is a mid-sized nonprofit in the Education sector that reported $31.2M in total revenue in fiscal year 2024. Expenses of $29.7M left a modest 5% surplus.

Mission

BATTLE GROUND ACADEMY IS DEDICATED TO DEVELOPING EACH STUDENT TO REALIZE THEIR POTENTIAL.

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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 $2,108,545

Program Service Revenue $27,110,424

Investment Income $1,240,684

Other Revenue $711,483

TOTAL REVENUE $31,171,136

Expense Breakdown

Grants Paid $2,897,053

Salaries & Benefits $16,968,475

Fundraising Expenses $1,414,235

Program Expenses $22,137,014

Other Expenses $9,866,831

TOTAL EXPENSES $29,732,359

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,171,136	$29,166,649	+0.1%
Expenses	$29,732,359	$27,657,405	+0.1%
Net Income	$1,438,777	$1,509,244	0.0%

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

313

Volunteers

375

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

$644,354

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM FRANK KESLER	HEAD OF SCHOOL	40.00	Officer	$446,831	$17,193	$464,024
JESSE UNDERWOOD	ASSISTANT HEAD OF SCHOOL FOR ADVANCEMENT	40.00	Highest	$216,642	$5,000	$221,642
M ANDREW PHELPS	ASSISTANT HEAD OF FINANCE	40.00	Officer	$152,140	$28,190	$180,330
FREDDY RAY EAVES	ASSISTANT HEAD OF SCHOOL OF OPERATIONS AND CO-CUR	40.00	Highest	$148,938	$12,356	$161,294
BOBBY BENTLEY	HEAD FOOTBALL COACH	40.00	Highest	$144,304	$2,188	$146,492
SHANNON DISHMAN	HEAD OF MIDDLE SCHOOL	40.00	Highest	$132,818	$6,630	$139,448
ROBERTA GOERTZ	DIRECTOR OF ENROLLMENT	40.00	Highest	$125,558	$11,170	$136,728
COLLEEN HOKE	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
HAMILTON BOWMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MIKE HAMMONTREE	TREASURER	1.00	Officer Director	$0	$0	$0
STU WARREN	SECRETARY	1.00	Officer Director	$0	$0	$0
CEDRIC COCO	AT LARGE	1.00	Director	$0	$0	$0
SONDRA MORRIS	AT LARGE	1.00	Director	$0	$0	$0
ERIC SCHULTENOVER	AT LARGE	1.00	Director	$0	$0	$0
JOHN JEWELL	AT LARGE	1.00	Director	$0	$0	$0
MATT LIGON	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
CAMILLE SMALL	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LOCKE	TRUSTEE	1.00	Director	$0	$0	$0
CHAS MORTON	TRUSTEE	1.00	Director	$0	$0	$0
PRESTON BROWN	TRUSTEE	1.00	Director	$0	$0	$0
LUCIBETH MAYBERRY	TRUSTEE	1.00	Director	$0	$0	$0
GREG HERMAN	TRUSTEE	1.00	Director	$0	$0	$0
ALLEN SILLS	TRUSTEE	1.00	Director	$0	$0	$0
STERLING SMITH	TRUSTEE	1.00	Director	$0	$0	$0
LYN KNOPF	TRUSTEE	1.00	Director	$0	$0	$0
ADAM BALLASH	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH GOODWIN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES JEWELL	TRUSTEE	1.00	Director	$0	$0	$0
KUNU KAUSHAL	TRUSTEE	1.00	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	$31,171,136	$29,732,359	$67,008,455	$1,438,777
2024	$29,166,649	$27,657,405	$63,425,480	$1,509,244
2023	$27,020,350	$26,711,621	$63,962,615	$308,729
2022	$25,765,415	$23,530,648	$62,773,782	$2,234,767
2021	$27,819,976	$23,700,188	$64,807,815	$4,119,788
2020	$20,708,725	$20,806,187	$55,682,044	$-97,462
2019	$30,365,769	$20,708,772	$56,002,657	$9,656,997
2018	$20,355,890	$19,801,933	$46,565,789	$553,957

BATTLE GROUND ACADEMY