MASTER TREE ACADEMY INC (EIN 873168221) - 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

JONA STULZ

Tax Period

2023-08-01 to 2024-07-31

MASTER TREE ACADEMY INC, founded in 2021, is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $214K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO PROVIDE A LEARNING ENVIRONMENT FOR CHILDREN AND THEIR FAMILIES THAT FITS THEIR LIFE GOALS. TO SUPPORT THEM WITH WHAT THEY NEED TO THRIVE THROUGH INTERACTION WITH THEIR TEACHERS, PARENTS, AND COMMUNITY.

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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 $13,052

Program Service Revenue $141,533

Investment Income $0

Other Revenue $0

TOTAL REVENUE $154,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,699

Fundraising Expenses $0

Program Expenses $175,108

Other Expenses $114,077

TOTAL EXPENSES $213,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,585	$119,314	+0.3%
Expenses	$213,776	$174,960	+0.2%
Net Income	$-59,191	$-55,646	+0.1%

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

Volunteers

N/A

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
ROGER SCHWARTZ	TREASURE	1.00	Officer	$0	$0	$0
JONA STULZ	PRESIDENT	60.00	Officer	$0	$0	$0
SARAH ZIMMER	SECRETARY	1.00	Officer	$0	$0	$0
SERGIO VON SCHMELING	VICE PRESIDENT	1.00	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
2024	$154,585	$213,776	$52,080	$-59,191
2023	$119,314	$174,960	$45,831	$-55,646
2022	$51,085	$112,698	$31,688	$-61,613

MASTER TREE ACADEMY INC