JACKSON HOLE CLASSICAL ACADEMY FOUNDATION (EIN 832571341) - 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

POLLY FRIESS

Phone

3077332678

Tax Period

2022-07-01 to 2023-06-30

JACKSON HOLE CLASSICAL ACADEMY FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $615K in total revenue in fiscal year 2022. Revenue fell 85% from the prior year — a significant decline worth monitoring. Net assets of $20.7M represent 405 months of operating reserves.

Mission

THE MAIN PURPOSE OF THE FOUNDATION IS TO SUPPORT THE RELIGIOUS AND RELIGIOUS EDUCATIONAL MISSION OF JACKSON HOLE CLASSICAL ACADEMY BY LEASING SPACE FOR USE BY THE ACADEMY AS A SCHOOL CAMPUS AND TO MANAGE REAL PROPERTY ON WHICH A NEW CAMPUS FOR THE ACADEMY IS BEING BUILT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $615,000

Program Service Revenue $0

Investment Income $0

Other Revenue $1

TOTAL REVENUE $615,001

Expense Breakdown

Grants Paid $22,848

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $595,980

Other Expenses $609,279

TOTAL EXPENSES $632,127

Year-over-Year Comparison

	2022	2021	Change
Revenue	$615,001	$4,151,001	-0.9%
Expenses	$632,127	$632,176	0.0%
Net Income	$-17,126	$3,518,825	-1.0%

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

N/A

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
DAVE PATTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL RUSS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN FRIESS	TREASURER	1.00	Officer Director	$0	$0	$0
POLLY FRIESS	SECRETARY	2.00	Officer Director	$0	$0	$0
MAGGIE VALIANTE	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$615,001	$632,127	$20,731,054	$-17,126
2022	$4,151,001	$632,176	$22,647,002	$3,518,825
2021	$2,213,502	$700,735	$23,219,839	$1,512,767
2020	$1,200,000	$59,501	$9,566,861	$1,140,499

JACKSON HOLE CLASSICAL ACADEMY FOUNDATION