SHARKEY-ISSAQUENA ACADEMY FOUNDATION (EIN 640434352) - 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

1965

Legal Domicile

Principal Officer

SADIE HESTER

Phone

6628734241

Tax Period

2024-08-01 to 2025-07-31

SHARKEY-ISSAQUENA ACADEMY FOUNDATION, founded in 1965, is a small nonprofit in the Education sector that reported $669K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $922K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO PROVIDE A QUALITY EDUCATION FOR APPROXIMATELY 50 STUDENTS ENROLLED IN PRE-KINDERGARTEN THROUGH GRADE 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 (2024)

Revenue Breakdown

Contributions & Grants $212,623

Program Service Revenue $241,963

Investment Income $24,176

Other Revenue $189,887

TOTAL REVENUE $668,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $717,130

Fundraising Expenses $0

Program Expenses $922,319

Other Expenses $205,189

TOTAL EXPENSES $922,319

Year-over-Year Comparison

	2024	2023	Change
Revenue	$668,649	$966,093	-0.3%
Expenses	$922,319	$1,190,237	-0.2%
Net Income	$-253,670	$-224,144	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SADIE HESTER	HEAD OF SCHOOL	40.00		$70,000	$0	$70,000
JULIA RODGERS	Trustee	0.50	Director	$0	$0	$0
KIT MCCOY	Trustee	0.50	Director	$0	$0	$0
CRAIG BOYKIN	Trustee	0.50	Director	$0	$0	$0
JESSICA HATCHER	Trustee	0.50	Director	$0	$0	$0
WILL RUTHERFORD	Vice President	0.50	Officer Director	$0	$0	$0
BETH ABNEY	Secretary	1.00	Officer Director	$0	$0	$0
BEN BRYANT	Trustee	0.50	Director	$0	$0	$0
EDDIE HATCHER	Trustee	0.50	Director	$0	$0	$0
FRANCIS MITCHELL	President	1.00	Officer Director	$0	$0	$0
TOMMY KING	Trustee	0.50	Director	$0	$0	$0
GREY WINDHAM	Director	0.50	Director	$0	$0	$0
JOSEPH TYDLACKA	Trustee	0.50	Director	$0	$0	$0
FRED MILLER	Trustee	0.50	Director	$0	$0	$0
RAD STIGALL	Director	0.50	Director	$0	$0	$0
RON GOODMAN	Trustee	0.50	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	$668,649	$922,319	$745,372	$-253,670
2024	No data	No data	No data	No data
2023	$1,034,362	$962,831	$1,151,346	$71,531
2022	$901,530	$921,910	$1,044,730	$-20,380
2021	$819,566	$888,858	$1,022,861	$-69,292
2020	$879,891	$852,754	$782,151	$27,137

SHARKEY-ISSAQUENA ACADEMY FOUNDATION