THE INVESTORS ACADEMY INC (EIN 822621762) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Tax Period

2023-05-01 to 2024-04-30

THE INVESTORS ACADEMY INC, founded in 2017, is a small nonprofit in the Education sector that reported $245K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $339K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE INVESTORS ACADEMY IS DEDICATED TO EMPOWERING MARGINALIZED INDIVIDUALS AND FAMILIES IN METRO ATLANTA BY PROVIDING ESSENTIAL RESOURCES AND SUPPORT. WE SERVE HOMELESS VETERANS, THE HUNGRY, UNEMPLOYED INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE LIVING WITH (CONTINUED ON PG 28)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $147,978

Program Service Revenue $97,055

Investment Income $0

Other Revenue $0

TOTAL REVENUE $245,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,402

Fundraising Expenses $0

Program Expenses $288,461

Other Expenses $288,236

TOTAL EXPENSES $338,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$245,033	$732,500	-0.7%
Expenses	$338,638	$261,078	+0.3%
Net Income	$-93,605	$471,422	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$36,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONTRA MCKENZIE	CEOEXECUTIVE DIRECTOR	40.00	Officer	$36,000	$0	$36,000
DANIEL M CHAPMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
NATALIA SLOWLEY	SECRETARY	3.00	Director	$0	$0	$0
ANYEA ANDERSON	BOARD MEMBER	5.00	Director	$0	$0	$0
DARRIN COOK	BOARD MEMBER	2.00	Director	$0	$0	$0
MARSHEIA SMITH	BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN L MCKENZIE	TREASURER	6.00	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	No data	No data	No data	No data
2024	$245,033	$338,638	$62,612	$-93,605
2023	$732,500	$261,078	$390,156	$471,422
2022	$150,670	$186,879	$110,321	$-36,209

THE INVESTORS ACADEMY INC