COLLEGIATE ACADEMIES (EIN 800601507) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

STEPHEN ROSENTHAL

Phone

5045030008

Tax Period

2023-07-01 to 2024-06-30

COLLEGIATE ACADEMIES is a 501(c)(3) with EIN 800601507, based in NEW ORLEANS, LA. Founded in 2010, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $65,816,538 in total revenue and $66,307,640 in total expenses, with net assets of $19,113,863.

Mission

COLLEGIATE ACADEMIES BUILDS WORLD-CLASS PUBLIC SCHOOLS THAT PREPARE ALL STUDENTS FOR COLLEGE SUCCESS AND LIVES OF UNLIMITED OPPORTUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $64,783,420

Program Service Revenue $648,899

Investment Income $384,219

Other Revenue $0

TOTAL REVENUE $65,816,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,891,022

Fundraising Expenses $0

Program Expenses $30,998,276

Other Expenses $25,416,618

TOTAL EXPENSES $66,307,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,816,538	$66,468,144	0.0%
Expenses	$66,307,640	$60,136,231	+0.1%
Net Income	$-491,102	$6,331,913	-1.1%

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

721

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

$2,726,919

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM HAWF	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN DUPLESSIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUGLAS FINEGAN	TREASURER	2.00	Officer Director	$0	$0	$0
GREGORY M ST ETIENNE	BOARD MEMBER	2.00	Director	$0	$0	$0
JONATHAN WILSON	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN WILKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
OSCAR BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARONDA WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN ROSENTHAL	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
TERRANCE LOCKETT	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHELL WILLIAMS	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
AKEEM LANGHAM	PRINCIPAL	40.00	Officer	$115,525	$9,781	$125,306
ANTHONY MCELLIGOTT	PRINCIPAL	40.00	Officer	$127,867	$12,369	$140,236
EMMA DONLEY	SENIOR DIRECTOR OF CURRICULUM	40.00	Officer	$105,965	$10,377	$116,342
DAVIS ZAUNBRECHER	CHIEF STRATEGY OFFICER	40.00	Officer	$147,165	$10,977	$158,142
FRANCESCA ANTONUCCI	DIRECTOR OF STUDENT SUPPOR	40.00	Officer	$106,541	$10,026	$116,567
JEREL BRYANT	CEO	40.00	Officer	$237,518	$14,024	$251,542
JUSTIN PICKEL	CHIEF OPERATING OFFICER	40.00	Officer	$132,222	$11,393	$143,615
KELSEY E LAMBRECHT	PRINCIPAL	40.00	Officer	$113,669	$14,534	$128,203
KRISTIN CALLAHAN	DIRECTOR OF PUPIL APPRAISA	40.00	Officer	$116,983	$10,362	$127,345
ANNE FELTER	SENIOR DIRECTOR OF DATA & TECH	40.00	Officer	$104,665	$10,281	$114,946
AMY FLYNN	SENIOR DIRECTOR OF TALENT	40.00	Officer	$100,729	$9,552	$110,281
MATTHEW AIDAN KELLY	CHIEF ACADEMIC OFFICER	40.00	Officer	$127,010	$13,208	$140,218
SARAH HOGARTY	SENIOR DIRECTOR OF ADVANCEMENT	40.00	Officer	$100,474	$9,815	$110,289
RHONDA DALE	PRINCIPAL	40.00	Officer	$173,349	$15,094	$188,443
SAMANTHA JOHNSON	PRINCIPAL	40.00	Officer	$126,226	$10,349	$136,575
SAMARA LEVY	DIRECTOR OF PRINCIPAL	40.00	Officer	$111,903	$10,212	$122,115
SOPHIA SCOTT	PRINCIPAL	40.00	Officer	$132,578	$10,917	$143,495
SORAYA VERJEE	CHIEF TALENT OFFICER	40.00	Officer	$139,115	$14,302	$153,417
STACY MARTIN	PRESIDENT	40.00	Officer	$183,872	$15,970	$199,842

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
2024	$65,816,538	$66,307,640	$24,693,410	$-491,102
2023	$66,468,144	$60,136,231	$23,301,807	$6,331,913
2022	$53,651,959	$54,111,369	$16,847,394	$-459,410
2021	$45,139,366	$43,701,633	$15,386,568	$1,437,733
2020	$49,893,489	$42,741,965	$12,644,602	$7,151,524
2019	$37,105,390	$36,546,525	$6,093,264	$558,865
2018	$28,328,900	$27,498,135	$5,720,263	$830,765

COLLEGIATE ACADEMIES