SOMERSET ACADEMY ARIZONA INC (EIN 833041155) - 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

LOURDES ISLA

Phone

3056692906

Tax Period

2024-07-01 to 2025-06-30

SOMERSET ACADEMY ARIZONA INC, founded in 2018, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION OF SOMERSET ACADEMY SKYWAY CAMPUS IS TO PROMOTE A TRANSFORMATIONAL CULTURE THAT MAXIMIZES STUDENT ACHIEVEMENT AND THE DEVELOPMENT OF ACCOUNTABLE, GLOBAL LEARNERS IN A SAFE AND ENRICHING ENVIRONMENT THAT FOSTERS HIGH-QUALITY 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,889,229

Program Service Revenue $24,458

Investment Income $0

Other Revenue $48,476

TOTAL REVENUE $1,962,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,064,311

Fundraising Expenses $0

Program Expenses $1,729,059

Other Expenses $1,016,524

TOTAL EXPENSES $2,080,835

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,962,163	$2,548,516	-0.2%
Expenses	$2,080,835	$2,265,909	-0.1%
Net Income	$-118,672	$282,607	-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
LOURDES ISLA	DIRECTOR, CHAIRMAN	2.00	Officer Director	$0	$0	$0
TODD GERMAN	DIRECTOR, VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANA DIAZ	DIRECTOR, SECRETARY	2.00	Officer Director	$0	$0	$0
TAYLOR SMITH	DIRECTOR, TREASURER	2.00	Officer Director	$0	$0	$0
SHELLY MURPHY	DIRECTOR	2.00	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	$1,962,163	$2,080,835	$1,207,976	$-118,672
2024	$2,548,516	$2,265,909	$1,455,960	$282,607
2023	$1,950,152	$1,766,272	$945,734	$183,880
2022	$2,041,029	$1,889,896	$658,238	$151,133
2021	$1,480,359	$1,338,351	$393,929	$142,008
2020	$1,320,457	$1,258,633	$251,877	$61,824

SOMERSET ACADEMY ARIZONA INC