ORION ACADEMY (EIN 943315141) - 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

1998

Legal Domicile

Principal Officer

KATHRYN STEWART

Phone

9253770789

Tax Period

2022-07-01 to 2023-06-30

ORION ACADEMY, founded in 1998, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $1.8M left a modest 12% surplus.

Mission

TO EDUCATE SECONDARY STUDENTS WITH ASPERGER'S SYNDROME AND OTHER NEUROCOGNITIVE DISORDERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $37,481

Program Service Revenue $1,969,591

Investment Income $1,432

Other Revenue $1,870

TOTAL REVENUE $2,010,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,238,998

Fundraising Expenses $5,005

Program Expenses $1,232,196

Other Expenses $534,506

TOTAL EXPENSES $1,773,504

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,010,374	$2,152,945	-0.1%
Expenses	$1,773,504	$2,061,887	-0.1%
Net Income	$236,870	$91,058	+1.6%

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

$251,719

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID RICHTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
KENT GRELLING	TREASURER	1.00	Officer Director	$0	$0	$0
ANN FRIEDMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARON BOBBITT	DIRECTOR	1.00	Officer Director	$0	$0	$0
JENNIFER CROSSLAND	DIRECTOR	1.00	Officer Director	$0	$0	$0
ISAE WADA	DIRECTOR	1.00	Officer Director	$0	$0	$0
KATHRYN STEWART	EXECUTIVE DIRECTOR	40.00	Officer	$152,809	$0	$152,809
MEG MUYSKENS	DIRECTOR OF OPERATIONS	40.00	Officer	$94,710	$4,200	$98,910

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,010,374	$1,773,504	$3,609,327	$236,870
2022	$2,152,945	$2,061,887	$3,663,877	$91,058
2021	$2,262,697	$2,130,601	$3,590,491	$132,096
2020	$2,337,295	$2,150,608	$3,023,390	$186,687
2019	$2,249,388	$1,703,009	$3,038,779	$546,379
2018	$1,860,396	$1,723,890	$2,509,174	$136,506

ORION ACADEMY