SOUTHERN CALIFORNIA FLEX ACADEMY (EIN 825197130) - 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

MICHELLE ROMAINE

Phone

8183968818

Tax Period

2024-07-01 to 2025-06-30

SOUTHERN CALIFORNIA FLEX ACADEMY, founded in 2018, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2024. The organization ran a surplus of $1.6M, a strong 18% operating margin.

Mission

THE ACADEMY WAS ORGANIZED TO MANAGE AND OPERATE A K-12 PUBLIC CHARTER SCHOOL.

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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 $8,983,756

Program Service Revenue $0

Investment Income $0

Other Revenue $33

TOTAL REVENUE $8,983,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,940,700

Fundraising Expenses $0

Program Expenses $5,148,597

Other Expenses $2,408,526

TOTAL EXPENSES $7,349,226

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,983,789	$8,333,740	+0.1%
Expenses	$7,349,226	$7,900,167	-0.1%
Net Income	$1,634,563	$433,573	+2.8%

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

$348,386

Total Directors

$86,149

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE VAN EPPS	SECRETARY (THROUGH 1/25)	40.00	Officer Director	$66,924	$19,225	$86,149
ANTONY BANUELOS	SECRETARY (START 2/25)	2.00	Officer Director	$0	$0	$0
LYNN WIRT	TREASURER	2.00	Officer Director	$0	$0	$0
ANN LEE	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE ROMAINE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$184,607	$77,630	$262,237
KRISTEN MANDELL	ADMIN. - PRINCIPAL	40.00	Highest	$110,350	$24,356	$134,706

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	$8,983,789	$7,349,226	$3,481,143	$1,634,563
2024	$8,333,740	$7,900,167	$3,114,758	$433,573
2023	$8,408,198	$8,578,819	$3,329,414	$-170,621
2022	$5,177,777	$4,899,819	$2,847,519	$277,958
2021	$929,733	$861,208	$668,173	$68,525
2020	$819,366	$665,904	$358,702	$153,462
2020	$819,366	$665,904	$358,702	$153,462
2019	$635,546	$772,464	$202,916	$-136,918

SOUTHERN CALIFORNIA FLEX ACADEMY