Liberty Tree Academy (EIN 822259254) - 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

Tim Geitner

Phone

7195598733

Tax Period

2024-07-01 to 2025-06-30

Liberty Tree Academy, founded in 2016, is a community nonprofit in the Education sector that reported $7.6M in total revenue in fiscal year 2024.

Mission

Liberty Tree is dedicated to an authentic, traditional American education. To be a community that actively cultivates character in a challenging and engaging learning environment.

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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 $648,388

Program Service Revenue $6,891,678

Investment Income $129,907

Other Revenue $-38,016

TOTAL REVENUE $7,631,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,967,506

Fundraising Expenses $24,231

Program Expenses $6,588,211

Other Expenses $3,023,921

TOTAL EXPENSES $7,991,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,631,957	$7,174,195	+0.1%
Expenses	$7,991,427	$7,501,746	+0.1%
Net Income	$-359,470	$-327,551	+0.1%

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

128

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

$141,443

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Johnson	Treasurer	1.00	Officer Director	$0	$0	$0
Andrew Stuckwisch	Board Member	1.00	Director	$0	$0	$0
Tim Geitner	President	2.00	Officer Director	$0	$0	$0
Jenni Hellend	Vice President	1.00	Officer Director	$0	$0	$0
Stephanie Russell	Board Member	1.00	Director	$0	$0	$0
Heather Summers	Interim Principal	40.00	Officer	$66,342	$25,605	$91,947
Pauline Eltagonde	Co-Interim Principal	40.00	Officer	$36,920	$12,576	$49,496

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	$7,631,957	$7,991,427	$6,705,399	$-359,470
2024	$7,174,195	$7,501,746	$6,776,188	$-327,551
2023	$7,164,410	$7,143,740	$5,772,657	$20,670
2022	$6,163,071	$5,694,053	$5,385,621	$469,018
2021	$5,498,941	$5,548,760	$6,133,452	$-49,819
2020	$4,543,391	$5,069,518	$15,107,272	$-526,127
2019	$2,858,202	$4,405,168	$16,738,389	$-1,546,966
2018	$81,442	$96,483	$47,206	$-15,041

Liberty Tree Academy