ACADEMY FOR ACADEMIC EXCELLENCE (EIN 621630841) - 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

1995

Legal Domicile

Principal Officer

CHARLENE LOLLAR

Tax Period

2023-07-01 to 2024-06-30

ACADEMY FOR ACADEMIC EXCELLENCE, founded in 1995, is a small nonprofit in the Education sector that reported $181K in total revenue in fiscal year 2023. The organization ran a surplus of $47K, a strong 26% operating margin.

Mission

TO PROVIDE BASIC AND SPECIAL EDUCATION FOR GRADES K-12.

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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 $10,176

Program Service Revenue $170,980

Investment Income $0

Other Revenue $0

TOTAL REVENUE $181,156

Expense Breakdown

Grants Paid $50

Salaries & Benefits $83,752

Fundraising Expenses $0

Program Expenses $133,995

Other Expenses $50,193

TOTAL EXPENSES $133,995

Year-over-Year Comparison

	2023	2022	Change
Revenue	$181,156	N/A	N/A
Expenses	$133,995	N/A	N/A
Net Income	$47,161	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY MORROW	BOARD MEMBER	2.00	Director	$0	$0	$0
STACEY LATHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
SIMION TREADWAY	BOARD MEMBER	0.00	Director	$0	$0	$0
CRYSTAL BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELA BARKLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
LYNN HALLIBURTON	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN NORMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE PITTS	BOARD MEMBER	2.00	Director	$0	$0	$0
FULTON WILSON	BOARD MEMBER	2.00	Director	$0	$0	$0
NANNETTE MORFORD	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLENE LOLLAR	DIRECTOR	40.00	Officer 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	No data	No data	No data	No data
2024	$181,156	$133,995	$122,202	$47,161
2023	$182,483	$141,365	$75,131	$41,118
2022	$124,501	$154,956	$24,854	$-30,455
2021	$167,376	$137,776	$55,703	$29,600
2020	$180,805	$174,007	$26,274	$6,798
2019	$210,507	$220,703	$23,410	$-10,196

ACADEMY FOR ACADEMIC EXCELLENCE