CONFLUENCE ACADEMY (EIN 680557741) - 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

2000

Legal Domicile

Principal Officer

LEONA LUCAS

Phone

3145888554

Tax Period

2024-07-01 to 2025-06-30

CONFLUENCE ACADEMY, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $55.8M in total revenue in fiscal year 2024.

Mission

AS A COLLABORATIVE NETWORK OF UNIQUE SCHOOLS IN AN URBAN SETTING, CONFLUENCE DEVELOPS THE WHOLE CHILD BY PROVIDING EXPERIENCES THAT REQUIRE CRITICAL THINKING, CREATIVITY, AND EMPATHY TO EQUIP GRADUATES TO BECOME LEADERS IN A CHANGING SOCIETY.

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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 $55,600,320

Program Service Revenue $0

Investment Income $109,035

Other Revenue $71,067

TOTAL REVENUE $55,780,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,404,966

Fundraising Expenses $0

Program Expenses $44,383,981

Other Expenses $23,114,706

TOTAL EXPENSES $54,519,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,780,422	$57,109,237	0.0%
Expenses	$54,519,672	$58,974,132	-0.1%
Net Income	$1,260,750	$-1,864,895	-1.7%

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

439

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

$529,351

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEONA LUCAS	CHAIR	5.00	Officer Director	$0	$0	$0
JACK WILLIAMS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
BARBARA GEISMAN	TREASURER	5.00	Officer Director	$0	$0	$0
CHARLISHA GREENE	SECRETARY	5.00	Officer Director	$0	$0	$0
RICARDO GONZALEZ	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD MIDDLETON	DIRECTOR	5.00	Director	$0	$0	$0
KIMBERLY SALLS	DIRECTOR	5.00	Director	$0	$0	$0
SHIELA WARD	DIRECTOR	5.00	Director	$0	$0	$0
CANDICE CARTER-OLIVER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$232,212	$39,739	$271,951
JEFFREY KUNTZE	CHIEF FINANCIAL OFFICER	40.00	Officer	$219,335	$38,065	$257,400
LOUISE LOSOS	ACADEMIC DIRECTOR	40.00	Highest	$179,533	$32,692	$212,225
SHANE HOPPER	PRINCIPAL	40.00	Highest	$159,196	$30,051	$189,247
VARA D BURGDORF	PRINCIPAL	40.00	Highest	$155,809	$29,611	$185,420
LAQWEDA TAYLOR	PRINCIPAL	40.00	Highest	$151,916	$28,776	$180,692
DION EDWARDS	CHIEF HUMAN RESOURCES OFFICER	40.00	Highest	$149,120	$28,938	$178,058

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	$55,780,422	$54,519,672	$65,109,887	$1,260,750
2024	$57,109,237	$58,974,132	$64,572,668	$-1,864,895
2023	$56,360,474	$52,879,724	$67,321,896	$3,480,750
2022	$49,851,300	$45,456,814	$40,297,593	$4,394,486
2021	$48,180,498	$43,201,178	$36,687,360	$4,979,320
2020	$50,100,449	$42,217,094	$36,675,641	$7,883,355
2019	$44,163,945	$42,693,712	$37,415,462	$1,470,233
2018	$51,145,400	$45,255,022	$43,757,771	$5,890,378

CONFLUENCE ACADEMY