LUCY SCHOOL INC (EIN 883903141) - 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

CHRISTOFER ZACHARIADIS

Phone

3016394694

Tax Period

2024-07-01 to 2025-06-30

LUCY SCHOOL INC, founded in 2022, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 6% surplus.

Mission

THE PURPOSE OF LUCY SCHOOL, INC. IS TO OPERATE AND PROMOTE THE IDEALS OF AN INDEPENDENT, NON-SECTARIAN EDUCATIONAL INSTITUTION THAT PROVIDES A CHALLENGING AND UNIQUE ARTS-BASED EDUCATION ACROSS ALL LEARNING DISCIPLINES THAT HONORS INDIVIDUALS WHILE STIMULATING AND NURTURING CREATIVITY, CRITICAL THINKING, PROBLEM-SOLVING, COLLABORATION, CONFIDENCE, EMPATHY, AND LOVE OF LEARNING, ALL WITHIN JOYFUL SCHOOL CULTURE THAT ADVANCES CARES AND RESPECT FOR SELF, COMMUNITY, FAMILY, AND THE NATURAL WORLD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $187,513

Program Service Revenue $2,269,327

Investment Income $25,574

Other Revenue $100

TOTAL REVENUE $2,482,514

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $1,557,656

Fundraising Expenses $59,526

Program Expenses $2,033,673

Other Expenses $785,757

TOTAL EXPENSES $2,344,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,482,514	$2,223,488	+0.1%
Expenses	$2,344,413	$2,283,392	+0.0%
Net Income	$138,101	$-59,904	-3.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA COCHRAN	CHAIR	2.00	Officer Director	$0	$0	$0
GERRI CHIZECK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANNE OLESEN	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTOFER ZACHARIADIS	TREASURER	2.00	Officer Director	$0	$0	$0
KORI PURDUM	DIRECTOR	1.00	Director	$0	$0	$0
CASEY NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH CRABBS	DIRECTOR	1.00	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	$2,482,514	$2,344,413	$687,596	$138,101
2024	$2,459,605	$2,285,519	$482,342	$174,086
2024	$2,223,488	$2,283,392	$482,365	$-59,904
2023	$1,075,947	$922,808	$379,101	$153,139

LUCY SCHOOL INC