WATERMARK CLASSICAL ACADEMY (EIN 844704783) - 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

2020

Legal Domicile

Principal Officer

JUSTIN BRYAN

Phone

4125591759

Tax Period

2023-01-01 to 2023-12-31

WATERMARK CLASSICAL ACADEMY, founded in 2020, is a small nonprofit in the Education sector that reported $971K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $841K left a modest 13% surplus.

Mission

GRADES K-8 HOMESCHOOLING CLASSES

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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 (2023)

Revenue Breakdown

Contributions & Grants $336,043

Program Service Revenue $615,019

Investment Income $20,235

Other Revenue $0

TOTAL REVENUE $971,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $560,767

Fundraising Expenses $4,528

Program Expenses $655,318

Other Expenses $280,639

TOTAL EXPENSES $841,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$971,297	$1,270,763	-0.2%
Expenses	$841,406	$515,551	+0.6%
Net Income	$129,891	$755,212	-0.8%

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

$62,100

Total Directors

$62,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA CONLEY	HEAD OF SCHO	40.00	Officer Director	$62,100	$0	$62,100
JUSTIN BRYAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRENDAN CONLEY	TREASURER	3.00	Officer Director	$0	$0	$0
AMY FORD	DIRECTOR	1.00	Director	$0	$0	$0
NATE GLOVER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM LUCAS	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA O'DONNELL	SECRETARY	1.00	Officer Director	$0	$0	$0
ASHLEY ROETHLISBERGER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SORBO	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$971,297	$841,406	$1,736,542	$129,891
2022	$1,270,763	$515,551	$1,639,807	$755,212
2021	$418,175	$346,407	$191,871	$71,768

WATERMARK CLASSICAL ACADEMY