Julia Lee Performing Arts Academy

EIN: 823452692 501(c)(3) Education

Lake Elsinore, CA

Total Revenue
$7,101,884
Total Expenses
$6,127,711
Total Assets
$5,702,721
Net Assets
$2,375,144
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
Phone
8884740322
Tax Period
2022-07-01 to 2023-06-30

Julia Lee Performing Arts Academy, founded in 2017, is a community nonprofit in the Education sector that reported $7.1M in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $6.1M left a modest 14% surplus.

Mission

Julia Lee Performing Arts Academy a California not-for-profit corporation is a charter school located in Lake Elsinore, California that provides kindergarten through eighth grade education.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $6,995,794
Program Service Revenue $0
Investment Income $33,632
Other Revenue $72,458
TOTAL REVENUE $7,101,884

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,813,556
Fundraising Expenses $0
Program Expenses $4,614,557
Other Expenses $2,314,155
TOTAL EXPENSES $6,127,711

Year-over-Year Comparison

2022 2021 Change
Revenue $7,101,884 $5,432,655 +0.3%
Expenses $6,127,711 $4,976,895 +0.2%
Net Income $974,173 $455,760 +1.1%
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

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Governance

Voting Members
5
Independent Members
5
Employees
68
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
2
$157,742
Total Directors
5
$0
Key Employees
1
$157,742
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tanya Taylor Executive Director 045.00
Officer Key Emp Highest
$157,742 $0 $157,742
Olivia Davis Member 002.00
Director
$0 $0 $0
William Frazier Secretary/Treasurer 002.00
Director
$0 $0 $0
Edwin Rodriguez Chairperson 004.00
Officer Director
$0 $0 $0
Jamie Schramm Member 002.00
Director
$0 $0 $0
Doroles Briseno Member 002.00
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 No data No data No data No data
2024 No data No data No data No data
2023 $7,101,884 $6,127,711 $5,702,721 $974,173
2022 $5,432,655 $4,976,895 $4,797,686 $455,760
2021 $4,091,025 $3,582,586 $2,048,411 $508,439
2020 $3,210,520 $2,833,616 $1,219,449 $376,904
2019 $2,069,726 $1,950,356 $422,341 $119,370
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