ADVANTAGE ARTS ACADEMY (EIN 820987141) - 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

2018

Legal Domicile

Principal Officer

SUZY MORTENSEN

Phone

8018788622

Tax Period

2024-07-01 to 2025-06-30

ADVANTAGE ARTS ACADEMY, founded in 2018, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 5% surplus.

Mission

THE EDUCATION OF STUDENTS GRADES K-6.

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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 $3,994,179

Program Service Revenue $101,420

Investment Income $7,393

Other Revenue $21,100

TOTAL REVENUE $4,124,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,902,935

Other Expenses $3,931,565

TOTAL EXPENSES $3,931,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,124,092	$3,687,632	+0.1%
Expenses	$3,931,565	$3,803,197	+0.0%
Net Income	$192,527	$-115,565	-2.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI HART WILSON	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
SUZY MORTENSEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DARREN MARSHALL	FINANCIAL COORDINATOR	2.00	Officer Director	$0	$0	$0
CRYSTAL THOMAS	BOARD MEMBER	2.00	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	$4,124,092	$3,931,565	$12,351,342	$192,527
2024	$3,687,632	$3,803,197	$12,345,309	$-115,565
2023	$3,598,546	$3,466,767	$12,632,454	$131,779
2022	$3,297,021	$3,733,965	$12,774,983	$-436,944
2021	$2,946,041	$3,001,505	$13,481,073	$-55,464
2020	$76,042	$292,894	$201,410	$-216,852

ADVANTAGE ARTS ACADEMY