SHADE TREE 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

2020

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SHADE TREE ACADEMY, founded in 2020, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 1435% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 91% operating margin.

Mission

Program Service Accomplishments

Program 1

Expenses: $117,568 Revenue: $1,880,740

SHADE TREE ACADEMY IS A PRIVATE SCHOOL DESIGNED TO HELP CHILDREN WHOSE LIFE EXPERIENCES HAVE IMPACTED THEIR ABILITY TO ACCESS EDUCATION IN A TRADITIONAL SCHOOL SETTING. OUR MISSION IS TO EQUIP...

SHADE TREE ACADEMY IS A PRIVATE SCHOOL DESIGNED TO HELP CHILDREN WHOSE LIFE EXPERIENCES HAVE IMPACTED THEIR ABILITY TO ACCESS EDUCATION IN A TRADITIONAL SCHOOL SETTING. OUR MISSION IS TO EQUIP CHILDREN WHO HAVE EXPERIENCED SIGNIFICANT TRAUMA DUE TO THE LOSS OF PRIMARY ATTACHMENT FIGURES AND CIRCUMSTANCES ASSOCIATED WITH THAT LOSS WITH THE SOCIAL AND EMOTIONAL SKILLS TO BE SUCCESSFUL IN SCHOOL AND THRIVE IN LIFE.

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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 $159,469

Program Service Revenue $161,961

Investment Income $0

Other Revenue $1,559,310

TOTAL REVENUE $1,880,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,530

Fundraising Expenses $44,247

Program Expenses $117,568

Other Expenses $75,682

TOTAL EXPENSES $162,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,880,740	$122,522	+14.4%
Expenses	$162,212	$122,017	+0.3%
Net Income	$1,718,528	$505	+3402.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON A LEWIS	TREASURER	2.00	Officer Director	$0	$0	$0
MERISA OWENS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ANIKA ROBINSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
LEILA WOODARD	SECRETARY	0.50	Officer 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	No data	No data	No data	No data
2024	$1,880,740	$162,212	$2,093,209	$1,718,528