CARLTON LANDING ACADEMY INC (EIN 812871671) - 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

MONTY GUTHRIE

Phone

9184523572

Tax Period

2024-07-01 to 2025-06-30

CARLTON LANDING ACADEMY INC, founded in 2016, is a small nonprofit in the Education sector that reported $986K in total revenue in fiscal year 2024. The organization ran a surplus of $170K, a strong 17% operating margin.

Mission

OPERATION OF A CHARTER SCHOOL IN A RURAL OKLAHOMA COMMUNITY

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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 $970,434

Program Service Revenue $0

Investment Income $0

Other Revenue $15,401

TOTAL REVENUE $985,835

Expense Breakdown

Grants Paid $0

Salaries & Benefits $645,548

Fundraising Expenses $0

Program Expenses $659,824

Other Expenses $170,291

TOTAL EXPENSES $815,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$985,835	$1,017,597	0.0%
Expenses	$815,839	$920,442	-0.1%
Net Income	$169,996	$97,155	+0.7%

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

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

Total Directors

Key Employees

$43,010

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONTY GUTHRIE	HEAD OF SCHOOL	040.00	Key Emp	$43,010	$0	$43,010
CRYSTAL CONNER	MEMBER	002.00	Officer Director	$0	$0	$0
KATIE CHAPMAN	MEMBER	002.00	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	$985,835	$815,839	$347,366	$169,996
2024	$1,017,597	$920,442	$188,024	$97,155
2023	$700,434	$930,957	$85,552	$-230,523
2022	$770,252	$713,878	$298,466	$56,374
2021	$870,537	$744,444	$249,037	$126,093
2020	$679,377	$721,932	$244,406	$-42,555
2019	$658,514	$771,888	$154,395	$-113,374
2018	$783,061	$578,315	$270,271	$204,746
2017	$349,377	$324,255	$60,769	$25,122

CARLTON LANDING ACADEMY INC