COMPASS ACADEMY INC

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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

JAIME ROBERTSON

Phone

4345099716

Tax Period

2025-01-01 to 2025-12-31

COMPASS ACADEMY INC, founded in 2022, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $227K, a strong 20% operating margin.

Mission

HYBRID EDUCATION (IN-PERSON AND HOME SCHOOLING) FOR STUDENTS IN PRE-K THROUGH 9TH GRADE.

Program Service Accomplishments

Program 1

Expenses: $818,164 Revenue: $1,109,585

HYBRID EDUCATION (IN-PERSON AND HOME SCHOOLING) FOR STUDENTS IN PRE-K THROUGH 9TH GRADE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,399

Program Service Revenue $1,109,585

Investment Income $4,931

Other Revenue $5,543

TOTAL REVENUE $1,121,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $717,556

Fundraising Expenses $0

Program Expenses $818,164

Other Expenses $177,056

TOTAL EXPENSES $894,612

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,121,458	$942,447	+0.2%
Expenses	$894,612	$654,735	+0.4%
Net Income	$226,846	$287,712	-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

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

$136,726

Total Directors

$155,932

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAIME ROBERTSON	PRESIDENT	40.00	Officer Director	$68,363	$0	$68,363
GWYN TATUM	VICE PRESIDE	40.00	Officer Director	$68,363	$0	$68,363
MATTHEW LESNIAK	DIRECTOR	10.00	Director	$19,206	$0	$19,206
KAREN BERKENKEMPER	DIRECTOR	N/A	Director	$0	$0	$0
DENNIS MABES	DIRECTOR	N/A	Director	$0	$0	$0
TIM SCHAUER	SECRETARY	N/A	Officer Director	$0	$0	$0
DAVID WHEELER	DIRECTOR	N/A	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	$1,121,458	$894,612	$1,126,785	$226,846
2024	No data	No data	No data	No data
2023	$572,322	$427,713	$582,410	$144,609
2022	$538,308	$102,560	$437,785	$435,748