SONOMA ACADEMY (EIN 943343174) - 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

1999

Legal Domicile

Principal Officer

MICHAEL HANAS

Phone

7075451770

Tax Period

2024-07-01 to 2025-06-30

SONOMA ACADEMY, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $25.3M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $30.9M exceeded revenue, resulting in a 22% operating deficit.

Mission

TO OPERATE A COED EDUCATION HIGH SCHOOL AND PREPARE STUDENTS TO ENTER A COLLEGE OF THEIR CHOICE.

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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 $3,928,843

Program Service Revenue $19,398,378

Investment Income $1,967,755

Other Revenue $-7,904

TOTAL REVENUE $25,287,072

Expense Breakdown

Grants Paid $5,762,540

Salaries & Benefits $12,579,382

Fundraising Expenses $854,407

Program Expenses $24,655,812

Other Expenses $12,514,062

TOTAL EXPENSES $30,855,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,287,072	$32,985,904	-0.2%
Expenses	$30,855,984	$26,141,123	+0.2%
Net Income	$-5,568,912	$6,844,781	-1.8%

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

169

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

$1,323,384

Total Directors

$927,360

Key Employees

$516,887

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TUCKER FOEHL	HEAD OF SCHOOL (THRU 9/1/24)	60.00	Officer Director	$626,554	$116,664	$743,218
MICHAEL HANAS	INTERIM HEAD OF SCHOOL	60.00	Officer Director	$164,359	$19,783	$184,142
CHRISTINE HANNA	CHAIR (THRU 6/12/25)	10.00	Officer Director	$0	$0	$0
KAREN MEYER	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
KRISTA SCALZO	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN LEE	SECRETARY	2.00	Officer Director	$0	$0	$0
SARAH BELLAMY	TRUSTEE	1.00	Director	$0	$0	$0
LISA DANNECKER	TRUSTEE	1.00	Director	$0	$0	$0
NICK FOLLY	TRUSTEE	1.00	Director	$0	$0	$0
KELLY FOSTER	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA FUETTE	TRUSTEE	1.00	Director	$0	$0	$0
DAN HIRSCH	TRUSTEE	1.00	Director	$0	$0	$0
DEBBIE NOVOGRAD	TRUSTEE	1.00	Director	$0	$0	$0
KERITH OVERSTREET	TRUSTEE	1.00	Director	$0	$0	$0
EMILY PRINGLE	TRUSTEE	1.00	Director	$0	$0	$0
JON RUBENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SCERRI	TRUSTEE	1.00	Director	$0	$0	$0
TIM SHAW	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
YI YANG	TRUSTEE	1.00	Director	$0	$0	$0
STEVE VON RAESFELD	TRUSTEE (THRU 6/12/25)	1.00	Director	$0	$0	$0
BEN MILLER	TRUSTEE (THRU 6/12/25)	1.00	Director	$0	$0	$0
DAVID EISEMAN	TRUSTEE (THRU 6/12/25)	1.00	Director	$0	$0	$0
REBECCA BROWN	CHIEF OPERATING OFFICER	50.00	Officer	$307,603	$88,421	$396,024
KIMBERLY EBER	DIRECTOR OF EXTERNAL RELATIONS	50.00	Key Emp	$234,247	$50,730	$284,977
ROMMEL LORIA	ASSISTANT HEAD OF SCHOOL	50.00	Key Emp	$181,350	$50,560	$231,910
LILY THOMPSON	DIR MARKETING/COMM (THRU 9/27/24)	50.00	Highest	$180,063	$89,366	$269,429
JESSICA WALTON	DIR OF STUDENT EXPERIENCE	50.00	Highest	$183,184	$23,130	$206,314
ROLANDO CRISOSTOMO	DIR OF COLLEGE COUNSELING	40.00	Highest	$163,973	$26,356	$190,329
CHRIS ZIEMER	ATHLETIC DIRECTOR	60.00	Highest	$150,056	$59,751	$209,807
KELLY CASTANEDA	DEAN GLOBAL & EXPERIENTIAL PROGRAMS	40.00	Highest	$154,451	$80,128	$234,579

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	$25,287,072	$30,855,984	$146,833,217	$-5,568,912
2024	$32,985,904	$26,141,123	$149,802,121	$6,844,781
2023	$27,569,123	$24,761,561	$141,831,731	$2,807,562
2022	$19,257,455	$23,749,381	$118,089,263	$-4,491,926
2021	$31,504,116	$20,821,321	$132,138,758	$10,682,795
2020	$28,243,366	$20,066,723	$114,404,235	$8,176,643
2019	$30,337,029	$18,455,317	$107,412,594	$11,881,712
2018	$20,645,982	$16,072,010	$97,629,604	$4,573,972

SONOMA ACADEMY