POTOMAC CLASSICAL CONSERVATORY (EIN 833415112) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

ALLISON MORGAN

Phone

2024656659

Tax Period

2024-08-01 to 2025-07-31

Potomac Classical Conservatory, founded in 2018, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $224K, a strong 18% operating margin.

Mission

TO PROVIDE A QUALITY CHRISTIAN & ACADEMIC EDUCATION FOR THE YOUTH OF ALEXANDRIA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $287,024

Program Service Revenue $916,254

Investment Income $761

Other Revenue $-538

TOTAL REVENUE $1,203,501

Expense Breakdown

Grants Paid $28,228

Salaries & Benefits $1,050,759

Fundraising Expenses $78,525

Program Expenses $1,175,156

Other Expenses $234,805

TOTAL EXPENSES $1,338,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,203,501	$506,017	+1.4%
Expenses	$1,338,897	$655,966	+1.0%
Net Income	$-135,396	$-149,949	-0.1%

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

$149,028

Total Directors

$149,028

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON MORGAN	PRESIDENT	49.00	Officer Director	$73,281	$31,500	$104,781
JESSICA NANCE	SECRETARY	4.00	Officer Director	$26,447	$17,800	$44,247
KRUDO DE JESUS CASTILLO	TREASURER	2.00	Officer Director	$0	$0	$0
STEVEN ULRICH	TREASURER (PART YEAR), BOARD DIRECTOR	2.00	Officer Director	$0	$0	$0
GRACE MACINTYRE	BOARD DIRECTOR	4.00	Director	$0	$0	$0
CHAD MORGAN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MARSHALL GADDIS	BOARD DIRECTOR	2.00	Director	$0	$0	$0
SAMUEL BUSH-JOSEPH	BOARD 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	$1,203,501	$1,338,897	$673,060	$-135,396
2024	$506,017	$655,966	$487,927	$-149,949
2023	$1,269,083	$1,044,643	$591,243	$224,440

POTOMAC CLASSICAL CONSERVATORY