LEGION COLLEGIATE ACADEMY (EIN 823998802) - 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

2017

Legal Domicile

Principal Officer

JULIE PAQUETTE

Phone

8036206040

Tax Period

2023-07-01 to 2024-06-30

LEGION COLLEGIATE ACADEMY, founded in 2017, is a community nonprofit in the Education sector that reported $7.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $6.3M left a modest 12% surplus.

Mission

MISSION: LEGION COLLEGIATE ACADEMY (LCA) SERVES HIGH SCHOOL STUDENTS IN A SAFE, SMALL, FAMILY-CENTERED ENVIRONMENT WHO SEEK THE OPPORTUNITY AND CHALLENGE OF A RIGOROUS CURRICULUM, HIGH ACADEMIC STANDARDS, AND ELITE ATHLETICS WHILE EARNING UP TO TWO YEARS OF COLLEGE CREDIT.

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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 $6,818,664

Program Service Revenue $0

Investment Income $40,884

Other Revenue $275,963

TOTAL REVENUE $7,135,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,234,913

Fundraising Expenses $0

Program Expenses $4,314,327

Other Expenses $4,068,842

TOTAL EXPENSES $6,303,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,135,511	$6,240,750	+0.1%
Expenses	$6,303,755	$5,894,640	+0.1%
Net Income	$831,756	$346,110	+1.4%

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

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
JULIE PAQUETTE	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
JUDGE COLLIER	VICE CHAIR	N/A	Officer Director	$0	$0	$0
DAYNA SMITHERS	TREASURER	N/A	Officer Director	$0	$0	$0
ANDY JACKSON	SECRETARY	N/A	Officer Director	$0	$0	$0
ROBERT BAKER	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE BURTON	DIRECTOR	N/A	Director	$0	$0	$0
LORI REY	DIRECTOR	N/A	Director	$0	$0	$0
FELICIA MASSEY	DIRECTOR	N/A	Director	$0	$0	$0
CHIQUITA MILLER	DIRECTOR	N/A	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	$7,135,511	$6,303,755	$15,585,311	$831,756
2023	$6,240,750	$5,894,640	$13,550,295	$346,110
2022	$5,143,099	$5,403,466	$13,477,649	$-260,367
2021	$4,426,550	$4,775,224	$14,324,997	$-348,674
2021	$4,353,425	$4,683,202	$13,957,239	$-329,777
2020	$3,443,957	$4,202,067	$15,749,255	$-758,110
2019	$267,224	$448,289	$428,701	$-181,065

LEGION COLLEGIATE ACADEMY