TRILLIUM ACADEMY

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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

2024

Legal Domicile

Principal Officer

MARGARET ROTTSOLK

Phone

2068489990

Tax Period

2024-02-14 to 2024-06-30

TRILLIUM ACADEMY, founded in 2024, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $675K, a strong 47% operating margin.

Mission

THE MISSION OF TRILLIUM ACADEMY IS TO BREAK AWAY FROM CONVENTIONAL SCHOOLING AND CELEBRATE THE INCREDIBLE CAPABILITIES OF TWICE- EXCEPTIONAL (2E) STUDENTS, PROVIDING THEM WITH THE LEARNING ENVIRONMENT THEY NEED TO DISCOVER AND DEVELOP THEIR TALENTS AND PASSIONS TO LIVE SUCCESSFUL AND ENRICHING LIVES.

Program Service Accomplishments

Program 1

Expenses: $611,962 Revenue: $13,350

AT TRILLIUM ACADEMY, OUR PROGRAM IS INTENTIONALLY DESIGNED TO SUPPORT THE UNIQUE STRENGTHS AND NEEDS OF TWICE-EXCEPTIONAL (2E) STUDENTS. THE CURRICULUM AND PROGRAMMING ARE BUILT ON THE INTERPLAY OF APPROPRIATELY CHALLENGING AND ENGAGING ACADEMICS, EXECUTIVE FUNCTION (EF) SKILLS, AND SOCIAL-EMOTIONAL LEARNING (SEL). EVERY CLASS INTEGRATES THESE THREE PILLARS IN A UNIFIED MANNER. EF AND SEL DEVELOPMENT PROVIDE THE FOUNDATION 2E STUDENTS NEED TO ENGAGE DEEPLY IN LEARNING, WHILE ACADEMIC CONTENT OFFERS THE ARENA TO PRACTICE AND REFINE THESE SKILLS. IN TURN, ACADEMIC SUCCESS REINFORCES CONFIDENCE AND RESILIENCE, FURTHER SUPPORTING SEL GROWTH AND EF DEVELOPMENT. THEY ARE MUTUALLY REINFORCING ELEMENTS THAT CREATE A WHOLE-CHILD LEARNING EXPERIENCE AND AN APPROACH ESPECIALLY VITAL FOR 2E LEARNERS.

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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 $1,430,004

Program Service Revenue $13,350

Investment Income $-16,993

Other Revenue $0

TOTAL REVENUE $1,426,361

Expense Breakdown

Grants Paid $562,365

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $611,962

Other Expenses $188,645

TOTAL EXPENSES $751,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,426,361	N/A	N/A
Expenses	$751,010	N/A	N/A
Net Income	$675,351	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET ROTTSOLK	CHAIR AND TREASURER	2.00	Officer Director	$0	$0	$0
ALISHA WILT	PRESIDENT	2.00	Officer Director	$0	$0	$0
SARAH MCLUCKIE	SECRETARY, THRU 03/03/24	2.00	Officer Director	$0	$0	$0
JENNIFER PERCY	SECRETARY, THRU 05/14/24	2.00	Officer Director	$0	$0	$0
ANGELA CHABOT	SECRETARY	2.00	Officer 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	No data	No data	No data	No data
2024	$1,426,361	$751,010	$873,027	$675,351