American Legacy Academy (EIN 874471167) - 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

2022

Legal Domicile

Principal Officer

Katie Guden

Phone

3036342259

Tax Period

2023-07-01 to 2024-06-30

American Legacy Academy, founded in 2022, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 3636% from the prior year, signaling strong growth momentum. The organization ran a surplus of $877K, a strong 16% operating margin.

Mission

American Legacy Academy is a charter school who provides a classical education

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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 $1,108,574

Program Service Revenue $3,855,503

Investment Income $0

Other Revenue $513,601

TOTAL REVENUE $5,477,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,626,037

Fundraising Expenses $0

Program Expenses $2,663,365

Other Expenses $1,974,953

TOTAL EXPENSES $4,600,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,477,678	$146,612	+36.4%
Expenses	$4,600,990	$56,556	+80.4%
Net Income	$876,688	$90,056	+8.7%

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

132

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
Julie Babcock	Board Member	3.00	Officer Director	$0	$0	$0
Donald Anderson	Board Member	3.00	Officer Director	$0	$0	$0
Cheryl Brown	Board Member	3.00	Director	$0	$0	$0
Kate Guden	Chair	3.00	Officer Director	$0	$0	$0
Spencer Harrison	Vice Chair	3.00	Officer Director	$0	$0	$0
Katie Monroe	Secretary	3.00	Officer Director	$0	$0	$0
Luke Alles	Member	3.00	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
2025	No data	No data	No data	No data
2024	$5,477,678	$4,600,990	$5,018,543	$876,688
2023	$146,612	$56,556	$131,473	$90,056

American Legacy Academy