CONSERVATORY AT PINECREST ACADEMY

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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

2019

Legal Domicile

Principal Officer

JORDAN A MATHISEN

Phone

7025397719

Tax Period

2024-07-01 to 2025-06-30

CONSERVATORY AT PINECREST ACADEMY, founded in 2019, is a small nonprofit in the Education sector that reported $278K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

RAISING FUNDS TO SUPPLEMENT EDUCATION OF MUSIC STUDENTS

Program Service Accomplishments

Program 1

CONSERVATORY AT PINECREST PROVIDES SCHOLARSHIPS FOR SENIORS FOR CONTINUING THEIR MUSIC CAREER IN COLLEGE

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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 $277,971

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $277,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $275,528

TOTAL EXPENSES $275,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,971	$294,671	-0.1%
Expenses	$275,528	$317,867	-0.1%
Net Income	$2,443	$-23,196	-1.1%

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

N/A

Employees

N/A

Volunteers

N/A

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
JORDAN MATHISEN	PRESIDENT	020.00	Director	$0	$0	$0
LISA SATORY	VICE PRESIDENT	020.00	Director	$0	$0	$0
MICHELLE OKRENT	TREASURER	020.00	Director	$0	$0	$0
NICOLE MORENO	SECRETARY	020.00	Director	$0	$0	$0
STEVE ALBRECHT	ADMINISTRATIVE REP	020.00	Director	$0	$0	$0
KATIE CHANDLER	ADMINISTRATIVE REP	020.00	Director	$0	$0	$0
NICOLE TOMAINO	BOARD MEMBER	020.00	Director	$0	$0	$0
MICHAEL O'DOWD	ADMINISTRATIVE REP	020.00	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	$277,971	$275,528	$17,357	$2,443
2024	$294,671	$317,867	$14,914	$-23,196