PETRA ACADEMY INC (EIN 810503427) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

DANA TERRY

Phone

4065828165

Tax Period

2024-08-01 to 2025-07-31

PETRA ACADEMY INC, founded in 2000, is a community nonprofit in the Education sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 23% operating margin.

Mission

TO PROVIDE AN ACADEMICALLY CHALLENGING, CLASSICAL EDUCATION TO STUDENTS, GRADES PRE-K THROUGH 12.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,994,539

Program Service Revenue $2,804,089

Investment Income $87,910

Other Revenue $99,516

TOTAL REVENUE $4,986,054

Expense Breakdown

Grants Paid $253,681

Salaries & Benefits $2,566,910

Fundraising Expenses $0

Program Expenses $3,049,813

Other Expenses $1,005,714

TOTAL EXPENSES $3,826,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,986,054	$3,243,778	+0.5%
Expenses	$3,826,305	$3,407,367	+0.1%
Net Income	$1,159,749	$-163,589	-8.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$151,216

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTICE KERR	Headmaster	40.00	Officer	$146,812	$4,404	$151,216
MIKE CASHMAN	Director	1.00	Director	$0	$0	$0
JOSH O'CONNOR	Director	1.00	Director	$0	$0	$0
MICHELLE ZOELLER	Director	1.00	Director	$0	$0	$0
DANA TERRY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KRISTEN STEWART	Secretary	1.00	Officer Director	$0	$0	$0
MEGAN ROSENSTOCK	Director	1.00	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	$4,986,054	$3,826,305	$12,946,552	$1,159,749
2024	$3,243,778	$3,407,367	$11,676,021	$-163,589
2023	$2,746,619	$3,031,297	$11,769,251	$-284,678
2022	$4,390,598	$2,378,851	$12,027,777	$2,011,747
2021	$2,249,359	$2,094,552	$9,927,589	$154,807
2020	$1,520,518	$1,834,775	$9,686,819	$-314,257
2019	$1,655,032	$1,855,336	$9,855,590	$-200,304
2018	$1,740,853	$2,046,036	$10,102,930	$-305,183

PETRA ACADEMY INC