ALLIANCE PIERA BARBAGLI SHAHEEN HEALTH SERVICES ACADEMY HIGH SCHOOL (EIN 943476912) - 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

2009

Legal Domicile

Principal Officer

DAVID LAUCK

Phone

2139434930

Tax Period

2018-07-01 to 2019-06-30

ALLIANCE PIERA BARBAGLI SHAHEEN HEALTH SERVICES ACADEMY HIGH SCHOOL, founded in 2009, is a community nonprofit that reported $7.9M in total revenue in fiscal year 2018. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

THE PURPOSE AND MISSION OF ALLIANCE PIERA BARBAGLIA SHAHEEN HEALTH SERVICES ACADEMY HIGH SCHOOL IS TO ESTABLISH AND MAINTAIN THE HIGHEST QUALITY EDUCATIONAL PROGRAM FOR HIGH SCHOOL STUDENTS IN A SMALL SCHOOL ENVIRONMENT WITH SMALL LEARNING COMMUNITIES THAT ARE FOCUSED ON ASSURING THAT STUDENTS ACHIEVE PROFICIENT TO ADVANCED STUDENT PERFORMANCE ON STATE STANDARDS AND ON PREPARING ALL STUDENTS TO ENTER AND SUCCEED IN COLLEGE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $570,748

Program Service Revenue $7,255,401

Investment Income $5,200

Other Revenue $78,218

TOTAL REVENUE $7,909,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,155,304

Fundraising Expenses $0

Program Expenses $7,770,535

Other Expenses $3,615,231

TOTAL EXPENSES $7,770,535

Year-over-Year Comparison

	2018	2017	Change
Revenue	$7,909,567	$6,505,336	+0.2%
Expenses	$7,770,535	$7,428,806	+0.0%
Net Income	$139,032	$-923,470	-1.2%

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

$394,401

Total Directors

$300,129

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA GONZALES	BOARD MEMBER/TEACHER	35.00	Director	$76,768	$22,098	$98,866
HOWARD LAPPIN	BOARD MEMBER	1.00	Director	$0	$0	$97,500
JONATHAN LIEBERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA ROMAN	BOARD MEMBER/TEACHER	35.00	Director	$83,205	$20,558	$103,763
KRISTY SCHAFFER	BOARD MEMBER	1.00	Director	$0	$0	$0
VINCE TSAI	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNNE Y LAINEZ	BOARD MEMBER/SECRETARY/PARENT	1.00	Director	$0	$0	$0
KIMBERLINA MCKINNEY	BOARD MEMBER/CHAIR	1.00	Officer Director	$0	$0	$0
JAN LEIGHT	INTERIM PRINCIPAL (AS OF 2019)	40.00	Officer	$0	$0	$0
CARLA MCCULLOUGH	PRINCIPAL (UNTIL 12/21/2018)	40.00	Officer	$144,411	$28,609	$173,020
DAVID LAUCK	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$26,705	$221,381
VEENA GOGATE	ASSISTANT PRINCIPAL	40.00	Highest	$101,561	$26,134	$127,695

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
2019	$7,909,567	$7,770,535	$2,204,554	$139,032
2019	$3,543,445	$3,745,643	No data	$-202,198
2018	$6,505,336	$7,428,806	$1,484,460	$-923,470

ALLIANCE PIERA BARBAGLI SHAHEEN HEALTH SERVICES ACADEMY HIGH SCHOOL