MONARCH ACADEMY (EIN 871882472) - 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

2021

Legal Domicile

Principal Officer

Ivy Curtis

Phone

2813238453

Tax Period

2024-08-01 to 2025-07-31

MONARCH ACADEMY, founded in 2021, is a small nonprofit in the Education sector that reported $516K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $266K, a strong 51% operating margin.

Mission

Monarch Academy is a non-profit organization founded to enhance K-12 students access to high quality STEAM learning experiences focusing on academic acceleration.

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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 $258,281

Program Service Revenue $258,191

Investment Income $0

Other Revenue $0

TOTAL REVENUE $516,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,167

Fundraising Expenses $44,550

Program Expenses $250,825

Other Expenses $56,108

TOTAL EXPENSES $250,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$516,472	$362,098	+0.4%
Expenses	$250,825	$231,574	+0.1%
Net Income	$265,647	$130,524	+1.0%

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

$35,336

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ivy Curtis	CEO	40	Director	$35,336	$0	$35,336
Elizabeth Sims	President	2	Officer	$0	$0	$0
Joynell Bean	Treasurer	2	Officer	$0	$0	$0
Laquetta Kenne	Director	2	Officer	$0	$0	$0
Jason Wyatt	Secretary	2	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
2025	$516,472	$250,825	No data	$265,647
2024	$362,098	$231,574	No data	$130,524
2023	$178,747	$138,083	No data	$40,664
2022	$69,966	$67,982	$2,064	$1,984

MONARCH ACADEMY