LIONHEART CLASSICAL ACADEMY CHARTERED PUBLIC SCHOOL (EIN 874598419) - 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

KIMBERLY LAVALLEE

Phone

6036021560

Tax Period

2023-07-01 to 2024-06-30

LIONHEART CLASSICAL ACADEMY CHARTERED PUBLIC SCHOOL, founded in 2021, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Expenses of $3.1M left a modest 4% surplus.

Mission

LIONHEART CLASSICAL ACADEMY IS A PUBLIC CHARTER SCHOOL FOR GRADES K-7 THAT IS FREE & OPEN TO NH KIDS.

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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 $531,114

Program Service Revenue $2,618,266

Investment Income $0

Other Revenue $55,888

TOTAL REVENUE $3,205,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,666,997

Fundraising Expenses $0

Program Expenses $2,627,803

Other Expenses $1,421,823

TOTAL EXPENSES $3,088,820

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,205,268	$3,340,092	0.0%
Expenses	$3,088,820	$2,390,271	+0.3%
Net Income	$116,448	$949,821	-0.9%

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

$130,292

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN WALSH	MEMBER	5.00	Director	$0	$0	$0
KRISTIE GREENWOOD	TREASURER	10.00	Officer Director	$0	$0	$0
LORI FINN	SECRETARY	15.00	Officer Director	$0	$0	$0
JASON NERO	MEMBER	25.00	Director	$0	$0	$0
DAVID SOMERO	MEMBER	5.00	Director	$0	$0	$0
KIMBERLY LAVALLEE	CHAIR	25.00	Officer Director	$0	$0	$0
BAILEY SWEET	VICE CHAIR	30.00	Officer Director	$0	$0	$0
KERRY BEDARD	EXECUTIVE DIRECTOR	40.00	Officer	$110,000	$20,292	$130,292

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	$3,205,268	$3,088,820	$12,504,010	$116,448
2023	$3,340,092	$2,390,271	$12,424,481	$949,821
2022	$1,503,764	$759,922	$11,044,597	$743,842

LIONHEART CLASSICAL ACADEMY CHARTERED PUBLIC SCHOOL