TRIUMPH ACADEMY (EIN 842244178) - 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

CHARLOTTE DAVIS-ZAVADIL

Tax Period

2019-07-01 to 2020-06-30

TRIUMPH ACADEMY, founded in 2019, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2019. Expenses of $1.8M exceeded revenue, resulting in a 42% operating deficit.

Mission

PROVIDE A HIGH STANDARD OF EDUCATION TO STUDENTS THROUGH COMPREHENSIVE CURRICULUM SUPPORTED BY ENREGETIC, DYNAMIC, AND CARING TEACHERS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,289,274

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,289,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $926,224

Fundraising Expenses $0

Program Expenses $1,290,365

Other Expenses $906,717

TOTAL EXPENSES $1,832,941

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,289,274	N/A	N/A
Expenses	$1,832,941	N/A	N/A
Net Income	$-543,667	N/A	N/A

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

$143,857

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE DAVIS-ZAVADIL	Director	20.00	Officer	$60,460	$26,674	$143,857
MELINDA CORTEZ	Trustee	2.00	Director	$0	$0	$0
MARC OROZCO	Trustee	2.00	Director	$0	$0	$0
MARLA DUNCAN	Secretary	2.00	Officer	$0	$0	$0
JAMES ADAMS	Treasurer	2.00	Officer	$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
2020	$1,289,274	$1,832,941	$481,315	$-543,667

TRIUMPH ACADEMY