KIMBALL UNION 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

1813

Legal Domicile

Principal Officer

GERARD MURPHY

Phone

6034692160

Tax Period

2023-07-01 to 2024-06-30

KIMBALL UNION ACADEMY, founded in 1813, is a mid-sized nonprofit in the Education sector that reported $31.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $30.2M left a modest 5% surplus.

Mission

OUR MISSION IS TO CREATE A DEEP SENSE OF BELONGING FOR EVERY MEMBER OF OUR COMMUNITY. THROUGH INTENTIONALLY DESIGNED EXPERIENCES AND CHALLENGES, OUR STUDENTS DEVELOP THE KNOWLEDGE, VOICE, AND CHARACTER TO LIVE WITH PURPOSE AND INTEGRITY.

Program Service Accomplishments

Program 1

Expenses: $24,060,443 Revenue: $24,561,438

PRIVATE HIGH SCHOOL THAT SERVES 268 BOARDING STUDENTS AND 77 DAY STUDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,691,455

Program Service Revenue $24,561,438

Investment Income $2,097,289

Other Revenue $252,126

TOTAL REVENUE $31,602,308

Expense Breakdown

Grants Paid $6,771,551

Salaries & Benefits $12,137,051

Fundraising Expenses $1,890,937

Program Expenses $24,060,443

Other Expenses $11,253,804

TOTAL EXPENSES $30,162,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,602,308	$28,032,981	+0.1%
Expenses	$30,162,406	$28,023,981	+0.1%
Net Income	$1,439,902	$9,000	+159.0%

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

199

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

$827,555

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER YOSHIDA	TRUSTEE THROUGH APRIL 2024	1.00	Director	$0	$0	$0
CLYDE NEVILLE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ALLYN	TRUSTEE	1.00	Director	$0	$0	$0
DONALD LOWERY	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD HILD	VICE CHAIR	1.00	Director	$0	$0	$0
GLENN POGUST	SECRETARY	1.00	Officer Director	$0	$0	$0
JADIHEL TAVERAS	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER BORISLOW	TRUSTEE	1.00	Director	$0	$0	$0
KARLA RADKE	TRUSTEE	1.00	Officer Director	$0	$0	$0
MOLLY STEFFEY	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
PETER SCHIEFFELIN	TREASURER THROUGH APRIL 2024	1.00	Officer Director	$0	$0	$0
ROBIN GRONLUND	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
VIVA HARDIGG	TRUSTEE	1.00	Director	$0	$0	$0
DAVID BARRETTE	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT HAMNER	TRUSTEE	1.00	Director	$0	$0	$0
NEERAJ GARG	TRUSTEE	1.00	Director	$0	$0	$0
KEITH MILNE	TRUSTEE	1.00	Director	$0	$0	$0
SHELDON STANSFIELD	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BODELL	TRUSTEE AS OF APRIL 2024	1.00	Director	$0	$0	$0
JOSHUA MANDEL	TRUSTEE AS OF APRIL 2024	1.00	Director	$0	$0	$0
RYAN MCPADDEN	TRUSTEE AS OF APRIL 2024	1.00	Director	$0	$0	$0
SARAH GILES	TRUSTEE AS OF APRIL 2024	1.00	Director	$0	$0	$0
DAVID POND	TRUSTEE AS OF APRIL 2024	1.00	Director	$0	$0	$0
TYLER LEWIS	HEAD OF SCHOOL	40.00	Officer	$433,938	$165,963	$599,901
GERARD MURPHY	CFO	40.00	Officer	$173,040	$54,614	$227,654
THOMAS KARDEL	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$114,905	$33,622	$148,527
STACEY SUMMERFIELD	DIRECTOR OF INSTITUTIONAL ADVANCEMENT	40.00	Highest	$195,153	$65,419	$260,572
LARRY OSMER	DIRECTOR OF CAPITAL PROJECTS	40.00	Highest	$113,855	$30,002	$143,857
TIMOTHY WHITEHEAD	ASSOCIATE DIRECTOR ADVANCEMENT	40.00	Highest	$110,344	$16,782	$127,126

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	$31,602,308	$30,162,406	$146,211,530	$1,439,902
2023	$28,032,981	$28,023,981	$127,439,171	$9,000
2022	$30,281,286	$26,025,790	$121,447,571	$4,255,496
2021	$26,647,402	$24,291,984	$123,763,402	$2,355,418
2020	$29,873,131	$24,579,266	$112,647,553	$5,293,865
2019	$43,795,157	$23,822,543	$109,898,930	$19,972,614