DAVIDSON ACADEMY (EIN 621091031) - 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

1982

Legal Domicile

Principal Officer

LINDSEY JUDD

Phone

6158605300

Tax Period

2024-07-01 to 2025-06-30

DAVIDSON ACADEMY, founded in 1982, is a mid-sized nonprofit in the Education sector that reported $12.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

DAVIDSON ACADEMY SEEKS TO PREPARE STUDENTS FOR COLLEGE, LIFE, AND ETERNITY.

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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 $601,238

Program Service Revenue $11,419,643

Investment Income $53,742

Other Revenue $136,189

TOTAL REVENUE $12,210,812

Expense Breakdown

Grants Paid $474,172

Salaries & Benefits $7,416,671

Fundraising Expenses $128,197

Program Expenses $10,234,544

Other Expenses $4,417,377

TOTAL EXPENSES $12,308,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,210,812	$11,109,242	+0.1%
Expenses	$12,308,220	$10,788,916	+0.1%
Net Income	$-97,408	$320,326	-1.3%

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

200

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

$328,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN QUINN	HEAD FOOTBAL	40.00	Highest	$146,147	$11,462	$157,609
SARAH JANE MOORE	HEAD MID./UP	40.00	Officer	$106,727	$3,202	$109,929
LINDSEY JUDD	HEAD OF SCHO	40.00	Officer	$90,360	$19,219	$109,579
DAVIS DYER	CFO	40.00	Officer	$99,110	$9,876	$108,986
KEVIN MATHIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JASON WILKERSON	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
STEPHANO PATTERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
SAMANTHA AGEE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS FLAKE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS HENDON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB HORTON	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL MUNDY	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH EIDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CAM SUGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAIGE COLLIER	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY TROUTT	BOARD MEMBER	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	$12,210,812	$12,308,220	$14,270,485	$-97,408
2024	$11,109,242	$10,788,916	$11,228,557	$320,326
2023	$10,669,802	$9,392,469	$10,510,643	$1,277,333
2022	$10,024,003	$9,516,181	$5,954,908	$507,822
2021	$9,082,935	$9,024,308	$5,529,478	$58,627
2020	$10,499,283	$9,805,003	$9,350,690	$694,280
2019	$9,378,220	$10,340,117	$9,195,550	$-961,897
2018	$9,629,559	$11,005,011	$10,049,464	$-1,375,452

DAVIDSON ACADEMY