THE NORTHWEST ACADEMY (EIN 931170516) - 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

1995

Legal Domicile

Principal Officer

BROCK DUNN

Phone

5032233367

Tax Period

2024-07-01 to 2025-06-30

THE NORTHWEST ACADEMY, founded in 1995, is a community nonprofit in the Education sector that reported $7.6M in total revenue in fiscal year 2024. Expenses of $8.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE NORTHWEST ACADEMY IS A NON-PROFIT, INDEPENDENT, COEDUCATIONAL, ACCREDITED COLLEGE-PREPARATORY DAY SCHOOL (GRADES 6 THROUGH 12) WITH AN EMPHASIS ON RIGOROUS ACADEMICS, THE ARTS, AND TECHNOLOGY PROGRAMS.

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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 $492,538

Program Service Revenue $7,381,579

Investment Income $-140,585

Other Revenue $-122,882

TOTAL REVENUE $7,610,650

Expense Breakdown

Grants Paid $945,170

Salaries & Benefits $5,436,283

Fundraising Expenses $335,145

Program Expenses $7,051,674

Other Expenses $2,092,793

TOTAL EXPENSES $8,474,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,610,650	$7,887,474	0.0%
Expenses	$8,474,246	$8,704,574	0.0%
Net Income	$-863,596	$-817,100	+0.1%

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

100

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

$487,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANE WOLFSMITH	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
MARILYN BEACH	BOARD VICE CHAIR	5.00	Officer Director	$0	$0	$0
NICHOLAS STECH	BOARD TREASURER	5.00	Officer Director	$0	$0	$0
HEIDI HARDMAN	BOARD SECRETARY	5.00	Officer Director	$0	$0	$0
AMY DOTSON	BOARD TRUSTEE	1.00	Director	$0	$0	$0
CHEYENNE JONES	BOARD TRUSTEE	1.00	Director	$0	$0	$0
DANA KURTIN	BOARD TRUSTEE	1.00	Director	$0	$0	$0
STEFANIE SILVERMAN	BOARD TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA SMIBERT	BOARD TRUSTEE	1.00	Director	$0	$0	$0
ANGELES GODINEZ	BOARD TRUSTEE	1.00	Director	$0	$0	$0
BEN SAEKS	BOARD TRUSTEE	1.00	Director	$0	$0	$0
WINTER RHODES	BOARD TRUSTEE	1.00	Director	$0	$0	$0
NANCY WELLS	BOARD TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SCHUCK	HEAD OF SCHOOL (THRU 08/2024)	40.00	Officer	$253,866	$15,222	$269,088
PAUL MALLON	DIRECTOR OF FINANCE	40.00	Officer	$115,198	$11,358	$126,556
STEPHEN 'BROCK' DUNN	INTERIM HEAD OF SCHOOL (BEG. 9/2024)	40.00	Officer	$92,168	$0	$92,168

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	$7,610,650	$8,474,246	$20,867,159	$-863,596
2024	$7,887,474	$8,704,574	$24,068,149	$-817,100
2023	$8,199,727	$8,365,294	$26,551,465	$-165,567
2022	$19,083,366	$7,515,638	$25,854,406	$11,567,728
2021	$7,634,593	$6,676,881	$3,998,681	$957,712
2020	$6,259,303	$6,120,218	$2,683,274	$139,085

THE NORTHWEST ACADEMY