CHESTERTON ACADEMY OF ST JAMES (EIN 873097706) - 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

DEREK KULDA

Phone

5106951511

Tax Period

2023-07-01 to 2024-06-30

CHESTERTON ACADEMY OF ST JAMES, founded in 2021, is a small nonprofit in the Education sector that reported $581K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $695K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PREPARE OUR STUDENTS FOR LIFE BY OFFERING A CLASSICAL CURRICULUM THAT COMBINES A BROAD, LIBERAL ARTS EDUCATION WITH A STRONG EMPHASIS ON THE DEVELOPMENT OF CHRISTIAN VIRTUES AND AN APPRECIATION OF BEAUTY.

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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 $309,660

Program Service Revenue $232,858

Investment Income $0

Other Revenue $38,900

TOTAL REVENUE $581,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $491,118

Fundraising Expenses $0

Program Expenses $531,124

Other Expenses $203,923

TOTAL EXPENSES $695,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$581,418	$397,328	+0.5%
Expenses	$695,041	$541,865	+0.3%
Net Income	$-113,623	$-144,537	-0.2%

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
DEREK KULDA	CHAIRMAN	3.00	Officer Director	$0	$0	$0
JULIETTE KULDA	VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
MICHAEL BIRDSALL	TREASURER	3.00	Officer Director	$0	$0	$0
JOHN DOOLING	SECRETARY	3.00	Officer Director	$0	$0	$0
EILEEN DOOLING	MEMBER	3.00	Director	$0	$0	$0
LYRA RUFINO-MACEDA	MEMBER	30.00	Director	$0	$0	$0
FR CORNELIUS BUCKLEY SJ	MEMBER	3.00	Director	$0	$0	$0
MICHAEL STALLMAN	MEMBER	3.00	Director	$0	$0	$0
GREG BILLION	MEMBER	40.00	Highest	$164,000	$0	$164,000

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	$581,418	$695,041	$82,999	$-113,623
2023	$397,328	$541,865	$90,388	$-144,537
2022	$247,038	$13,681	$233,357	$233,357

CHESTERTON ACADEMY OF ST JAMES