CHESTERTON ACADEMY OF ANNAPOLIS INCORPORATED (EIN 825486326) - 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

William Cleary

Phone

4108553216

Tax Period

2025-01-01 to 2025-06-30

CHESTERTON ACADEMY OF ANNAPOLIS INCORPORATED, founded in 2018, is a small nonprofit in the Education sector that reported $434K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $373K left a modest 14% surplus.

Mission

To raise up a generation of joyful leaders and saints, educated in the classical tradition and the truths of the Catholic faith.

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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 $137,878

Program Service Revenue $276,840

Investment Income $0

Other Revenue $19,404

TOTAL REVENUE $434,122

Expense Breakdown

Grants Paid $33,260

Salaries & Benefits $261,706

Fundraising Expenses $1,837

Program Expenses $342,628

Other Expenses $77,704

TOTAL EXPENSES $372,670

Year-over-Year Comparison

	2024	2023	Change
Revenue	$434,122	$711,134	-0.4%
Expenses	$372,670	$674,912	-0.4%
Net Income	$61,452	$36,222	+0.7%

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
William Cleary	President	4	Officer Director	$0	$0	$0
Dan Pontzer	Treasurer	5	Officer Director	$0	$0	$0
Laura Graham	Member	0	Director	$0	$0	$0
Ann Glenn	Member	1.73	Director	$0	$0	$0
Azin Cleary	Executive Director	23.54	Officer Director	$0	$0	$0
Thomas Thoits	Headmaster	60	Officer	$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	$434,122	$372,670	$300,658	$61,452
2024	$711,134	$674,912	$243,570	$36,222
2023	$480,282	$530,382	$206,022	$-50,100
2022	$370,684	$464,412	$260,548	$-93,728
2021	$483,224	$344,661	$352,728	$138,563
2020	$335,510	$214,551	$210,643	$120,959
2019	$198,770	$156,404	$87,260	$42,366
2018	$97,067	$56,278	$46,113	$40,789

CHESTERTON ACADEMY OF ANNAPOLIS INCORPORATED