THE GARY K HERBERGER YOUNG SCHOLARS ACADEMY (EIN 842523773) - 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

SHANNON CLANCY

Phone

6025438274

Tax Period

2024-07-01 to 2025-06-30

THE GARY K HERBERGER YOUNG SCHOLARS ACADEMY, founded in 2019, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 23% operating deficit.

Mission

THE MISSION OF THE GARY K. HERBERGER YOUNG SCHOLARS ACADEMY IS TO PROVIDE PROFOUNDLY GIFTED YOUNG PEOPLE ADVANCED EDUCATIONAL OPPORTUNITIES COMMENSURATE WITH THEIR ABILITIES, STRENGTHS, AND INTERESTS.

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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 $0

Program Service Revenue $1,858,370

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,858,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,094,769

Other Expenses $2,276,877

TOTAL EXPENSES $2,276,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,858,370	$2,178,865	-0.1%
Expenses	$2,276,877	$2,043,038	+0.1%
Net Income	$-418,507	$135,827	-4.1%

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

N/A

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

$1,038,930

Total Directors

$1,351,388

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN TEPPER	DIRECTOR (THRU 9/24)	1.00	Director	$0	$20,359	$294,574
TODD SANDRIN	TREASURER	1.00	Officer Director	$0	$47,774	$391,403
CAROLE BASILE	SECRETARY	1.00	Officer Director	$0	$32,735	$409,335
MICHAEL BAUMERT	VP & ASSISTANT TREASURER	1.00	Officer Director	$0	$32,644	$238,192
SHANNON CLANCY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIMBERLY LANSDOWNE	DIRECTOR	1.00	Director	$0	$84	$17,884

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	$1,858,370	$2,276,877	$532,248	$-418,507
2024	No data	No data	No data	No data
2023	$1,571,843	$1,315,317	$464,169	$256,526
2022	$1,511,629	$1,420,753	$404,526	$90,876
2021	$1,228,149	$1,221,393	$327,057	$6,756
2020	$963,015	$955,331	$275,304	$7,684

THE GARY K HERBERGER YOUNG SCHOLARS ACADEMY