VFMA ACADEMY (EIN 923171024) - 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

JOHN LANETTI

Phone

6109891200

Tax Period

2024-07-01 to 2025-06-30

VFMA ACADEMY, founded in 2022, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $7.5M exceeded revenue, resulting in a 30% operating deficit.

Mission

EDUCATIONAL INSTITUTION FOCUSED ON BUILDING LEADERSHIP THROUGH A MILITARY ENVIRONMENT.

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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 $968,735

Program Service Revenue $4,437,691

Investment Income $847

Other Revenue $349,701

TOTAL REVENUE $5,756,974

Expense Breakdown

Grants Paid $1,233,430

Salaries & Benefits $2,461,046

Fundraising Expenses $148,124

Program Expenses $5,016,602

Other Expenses $3,767,585

TOTAL EXPENSES $7,462,061

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,756,974	$6,865,648	-0.2%
Expenses	$7,462,061	$7,775,235	0.0%
Net Income	$-1,705,087	$-909,587	+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

$124,588

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COL STUART HELGESON	BOARD MEMBER (END 5/2025)	20.00	Director	$0	$0	$0
GRAY BECK	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES MCGEORGE	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER VISCARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN WOCHOK	HEAD OF SCHOOL (END 9/2024)	40.00	Officer	$110,409	$14,179	$124,588
JOHN LANETTI	TREASURER	20.00	Officer	$0	$0	$0
DAVID CUMMINS	CHAIRMAN (END 1/2025); MEMBER (FY 2025)	1.00	Officer	$0	$0	$0
KATHERINE NEWSOM	HEAD OF SCHOOL (START 2/2025)	40.00	Officer	$0	$0	$0
WILLIAM FLOYD	CHAIRMAN (BEGINNING 1/2025)	1.00	Officer	$0	$0	$0
AARON BARKLEY	ASSISTANT DEAN	40.00	Highest	$105,443	$0	$105,443

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	$5,756,974	$7,462,061	$458,002	$-1,705,087
2024	$6,865,648	$7,775,235	$513,408	$-909,587

VFMA ACADEMY