NEW CASTLE LEARNING ADVANTAGE (EIN 883017113) - 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

CODY FULK

Phone

9703669627

Tax Period

2023-07-01 to 2024-06-30

NEW CASTLE LEARNING ADVANTAGE, founded in 2022, is a small nonprofit in the Education sector that reported $382K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $337K left a modest 12% surplus.

Mission

OFFERING SPECIALIZED LEARNING OPPORTUNITIES TO STUDENTS STRUGGLING IN THE REGULAR CLASSROOM, WE ARE BASED IN NEW CASTLE, COLORADO. NCLA IS DESIGNED TO BE A SHORT-TERM INTERVENTION FOR ONE TO FOUR YEARS WITH THE GOAL OF THE STUDENT RETURNING TO THE REGULAR CLASSROOM WITHOUT MODIFICATIONS. WE HAVE BEEN OFFERING THE ARROWSMITH PROGRAM SINCE 2019, WHO'S MISSION IS TO STRENGTHEN LEARNING CAPACITIES.

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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 $268,069

Program Service Revenue $120,609

Investment Income $75

Other Revenue $-6,640

TOTAL REVENUE $382,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,356

Fundraising Expenses $13,822

Program Expenses $305,265

Other Expenses $169,023

TOTAL EXPENSES $337,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$382,113	$218,496	+0.7%
Expenses	$337,379	$179,840	+0.9%
Net Income	$44,734	$38,656	+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

Total Directors

$14,834

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE MILLER	EXECUTIVE DI	10.00	Director	$14,834	$0	$14,834
LISA LUCIO	BOARD MEMBER	1.00	Director	$0	$0	$0
CODY FULK	PRESIDENT	1.00	Officer	$0	$0	$0
PAIGE HADERLIE	TREASURER	1.00	Officer	$0	$0	$0
JEANETTE THOMPSON	SECRETARY	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	$382,113	$337,379	$89,840	$44,734
2023	$218,496	$179,840	$40,985	$38,656

NEW CASTLE LEARNING ADVANTAGE