CHOLLA ACADEMY (EIN 942878261) - 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

1986

Legal Domicile

Principal Officer

KATHRYN COUCH

Phone

6232476456

Tax Period

2024-07-01 to 2025-06-30

CHOLLA ACADEMY, founded in 1986, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2024.

Mission

CHOLLA ACADEMY IS A CHARTER SCHOOL THAT PROVIDES QUALITY EDUCATION TO GRADES KINDERGARTEN THROUGH HIGH SCHOOL (GRADES K-12)

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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 $6,480,825

Program Service Revenue $16,397

Investment Income $5,795

Other Revenue $0

TOTAL REVENUE $6,503,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,936,504

Fundraising Expenses $0

Program Expenses $5,952,927

Other Expenses $1,972,668

TOTAL EXPENSES $6,909,172

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,503,017	$6,798,062	0.0%
Expenses	$6,909,172	$6,722,313	+0.0%
Net Income	$-406,155	$75,749	-6.4%

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

126

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

$110,238

Total Directors

$246,561

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL RUIZ	SPECIAL ED D	40.00	Highest	$159,011	$16,411	$175,422
KATHRYN COUCH	PRESIDENT	40.00	Officer Director	$110,238	$0	$110,238
PATRICIA KEECH	MEMBER	20.00	Director	$68,246	$0	$68,246
TROY COUCH	MEMBER	40.00	Director	$68,077	$0	$68,077
MICHAEL HARRIS	MEMBER	2.00	Director	$0	$0	$0
KATIE REYNOLDS	MEMBER	2.00	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	$6,503,017	$6,909,172	$6,126,496	$-406,155
2024	$6,798,062	$6,722,313	$6,589,423	$75,749
2023	$7,386,313	$6,647,186	$6,699,217	$739,127
2022	$7,154,362	$6,520,040	$5,947,968	$634,322
2021	$5,617,465	$5,427,030	$5,294,616	$190,435
2020	$5,553,945	$5,157,301	$5,130,943	$396,644
2019	$5,528,238	$4,777,380	$4,773,529	$750,858
2018	$4,424,525	$4,280,226	$4,031,104	$144,299

CHOLLA ACADEMY