Scale Leadership Academy (EIN 800933660) - 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

2010

Legal Domicile

Principal Officer

Chris Shockley

Phone

9093250710

Tax Period

2024-07-01 to 2025-06-30

Scale Leadership Academy, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $21.3M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

To establish a k-12 independent and non-classroom based public charter school that sets students on a path to success in high school, college, and beyond.

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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 $4,000,585

Program Service Revenue $17,250,360

Investment Income $0

Other Revenue $2,762

TOTAL REVENUE $21,253,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,346,699

Fundraising Expenses $0

Program Expenses $20,627,215

Other Expenses $14,230,310

TOTAL EXPENSES $21,577,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,253,707	$17,143,517	+0.2%
Expenses	$21,577,009	$17,080,079	+0.3%
Net Income	$-323,302	$63,438	-6.1%

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

101

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

$206,188

Total Directors

$65,762

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lloyd C Shockley	Executive Dir.	40.00	Officer	$140,426	$0	$140,426
LaToya M Carter	Principal	40.00		$100,495	$0	$100,495
Ruby Avendano	Treasurer	2.00	Officer Director	$65,762	$0	$65,762
Marcoz Rodriguez	Trustee	2.00	Director	$0	$0	$0
Mary Ceja	Trustee	2.00	Director	$0	$0	$0
Alexis Saenz	Chairman	2.00	Director	$0	$0	$0
Gerardo Castenada	Trustee	2.00	Director	$0	$0	$0
DaMon Cromartie	Trustee	2.00	Director	$0	$0	$0
Briana Cabanas	Secretary	2.00	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	$21,253,707	$21,577,009	$5,348,473	$-323,302
2024	$17,143,517	$17,080,079	$7,536,422	$63,438
2023	$14,770,227	$14,229,582	$6,340,504	$540,645
2022	$10,623,802	$12,959,650	$4,815,895	$-2,335,848
2021	$12,023,368	$10,900,293	$6,632,857	$1,123,075
2020	$14,744,898	$13,960,449	$5,572,650	$784,449
2019	$11,475,466	$9,636,386	$5,951,820	$1,839,080
2018	$6,853,408	$5,476,749	$3,369,153	$1,376,659

Scale Leadership Academy