THE ACADEMY AT ST JOAN OF ARC (EIN 833713112) - 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

2019

Legal Domicile

Principal Officer

DANIEL SCHERMERHORN

Phone

8479721003

Tax Period

2022-07-01 to 2023-06-30

THE ACADEMY AT ST JOAN OF ARC, founded in 2019, is a small nonprofit in the Education sector that reported $472K in total revenue in fiscal year 2019. The organization ran a surplus of $450K, a strong 95% operating margin.

Mission

THE ORGANIZATION IS ORGANIZED AS ROMAN CATHOLIC PAROCHIAL SCHOOL TO PROVIDE PRE-SCHOOL THROUGH EIGHTH (8TH) GRADE EDUCATION AND TO CONDUCT SUCH RELATED CHARITABLE OR EDUCATIONAL ACTIVITIES AS THE ORGANIZATION'S BOARD OF DIRECTORS MAY DETERMINE FROM TIME TO TIME. CONTRIBUTIONS ARE USED TO FUND OPERATIONS OF THE SCHOOL IN EXCESS OF TUITION.

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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 $287,343

Program Service Revenue $1,966,742

Investment Income $6,225

Other Revenue $899,276

TOTAL REVENUE $3,159,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,780,013

Fundraising Expenses $0

Program Expenses $2,278,487

Other Expenses $504,103

TOTAL EXPENSES $2,284,116

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,159,586	$2,482,005	+0.3%
Expenses	$2,284,116	$2,132,870	+0.1%
Net Income	$875,470	$349,135	+1.5%

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

112

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

$128,384

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA SHEAHAN	PRESIDENT/CHAIR & DIRECTOR	1.00	Officer Director	$0	$0	$0
DAN BYRNES	CO-TREASURER & DIRECTOR	1.00	Officer Director	$0	$0	$0
DAN SCHERMERHORN	CO-TREASURER & DIRECTOR	1.00	Officer Director	$0	$0	$0
RACHEL ATTERBURY VAUGHN	SECRETARY & DIRECTOR	1.00	Officer Director	$0	$0	$0
SHANA G CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
THEODORE H COMINOS JR	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN V KING	DIRECTOR	1.00	Director	$0	$0	$0
JEANA MARQUEDA	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI RAFTERY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA HEIDKAMP-REYES	HEAD OF SCHOOL	50.00	Officer	$126,500	$1,884	$128,384

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,159,586	$2,284,116	$1,930,402	$875,470
2022	$2,482,005	$2,132,870	$1,036,208	$349,135
2021	$1,964,941	$1,786,748	$741,396	$178,193
2020	$1,732,350	$1,680,215	$761,422	$52,135
2019	$471,947	$22,100	$462,947	$449,847

THE ACADEMY AT ST JOAN OF ARC