SHUMWAY ACADEMY LTD (EIN 820533885) - 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

Legal Domicile

Principal Officer

LACEY STODDARD

Phone

2083902225

Tax Period

2023-01-01 to 2023-12-31

SHUMWAY ACADEMY LTD is a small nonprofit in the Education sector that reported $391K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 21% operating margin.

Mission

TO OPERATE AND MAINTAIN A PRIVATE SCHOOL IN MADISON COUNTY IDAHO.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $390,628

Investment Income $42

Other Revenue $0

TOTAL REVENUE $390,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,564

Fundraising Expenses $0

Program Expenses $240,609

Other Expenses $72,461

TOTAL EXPENSES $310,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$390,670	$302,154	+0.3%
Expenses	$310,025	$337,738	-0.1%
Net Income	$80,645	$-35,584	-3.3%

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

$53,083

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA BOOTH	DIRECTOR	40.00	Director	$53,083	$0	$53,083
KATIE ALLEN	DIRECTOR	1.00	Officer Director	$0	$0	$0
HOLLIE ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DELORES BIRCH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LACEY STODDARD	PRESIDENT	1.00	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
2024	No data	No data	No data	No data
2023	$390,670	$310,025	$230,879	$80,645
2022	$302,154	$337,738	$160,155	$-35,584
2021	$281,923	$248,896	$140,463	$33,027

SHUMWAY ACADEMY LTD