ATKINSON ACADEMY (EIN 811810117) - 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

2016

Legal Domicile

Principal Officer

JAMES ATKINSON

Tax Period

2018-07-01 to 2019-06-30

ATKINSON ACADEMY, founded in 2016, is a small nonprofit that reported $372K in total revenue in fiscal year 2018. Expenses of $415K exceeded revenue, resulting in a 12% operating deficit.

Mission

ATKINSON ACADEMY CHARTER SCHOOL OFFERS ON-LINE LEARNING WITH AVAILABLE ON-SITE INSTRUCTION IN ENRICHMENT AND ELECTIVE COURSES TO EMPOWER STUDENTS TO ACHIEVE THEIR HIGHEST POTENTIAL THROUGH AN INDIVIDUALIZED RIGOROUS STANDARDS-BASED CURRICULUM WITH AVAILABLE SOCIAL AND EMOTIONAL SUPPORT FOR THE STUDENTS AND FAMILY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $369,959

Program Service Revenue $1,812

Investment Income $0

Other Revenue $0

TOTAL REVENUE $371,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,116

Fundraising Expenses $0

Program Expenses $294,453

Other Expenses $208,359

TOTAL EXPENSES $415,475

Year-over-Year Comparison

	2018	2017	Change
Revenue	$371,771	$347,722	+0.1%
Expenses	$415,475	$336,632	+0.2%
Net Income	$-43,704	$11,090	-4.9%

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

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SHELBY MOFFATT	President	0.00	Officer Director	$0	$0	$0
EARL BOYNTON	Vice President	0.00	Officer Director	$0	$0	$0
DR DAVID NYLUND	Secretary	0.00	Officer Director	$0	$0	$0
CONNIE EATON	Treasurer	0.00	Officer Director	$0	$0	$0
JAMES ATKINSON	CEO	10.00	Officer	$6,000	$0	$6,000
CESAR CASTANEDA	DIR BUSINESS OP	10.00	Officer	$6,000	$0	$6,000

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
2019	$371,771	$415,475	$27,139	$-43,704

ATKINSON ACADEMY