PUTNEY SCHOOL INC

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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

1935

Legal Domicile

Principal Officer

JOHN MACINTOSH

Phone

8023876215

Tax Period

2024-07-01 to 2025-06-30

PUTNEY SCHOOL INC, founded in 1935, is a mid-sized nonprofit that reported $29.0M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.1M, a strong 25% operating margin.

Mission

THE ORGANIZATION IS COMMITTED TO DEVELOPING EACH STUDENT'S FULL INTELLECTUAL, ARTISTIC AND PHYSICAL POTENTIAL. STUDENTS ARE ENCOURAGED TO CHALLENGE THEMSELVES INTELLECTUALLY, TO PURSUE RIGOROUS LEARNING FOR ITS OWN SAKE, (SEE SCHEDULE O)THE ORGANIZATION IS COMMITTED TO DEVELOPING EACH STUDENT'S FULL INTELLECTUAL, ARTISTIC AND PHYSICAL POTENTIAL. STUDENTS ARE ENCOURAGED TO CHALLENGE THEMSELVES INTELLECTUALLY, TO PURSUE RIGOROUS LEARNING FOR ITS OWN SAKE, TO ACTIVELY PARTICIPATE IN AND APPRECIATE THE ARTS, TO CONTRIBUTE MEANINGFULLY TO THE WORK PROGRAM THAT SUSTAINS THE SCHOOL COMMUNITY AND THE FARM ON WHICH IT IS LOCATED, TO ENGAGE IN VIGOROUS ATHLETICS, AND TO DEVELOP A SOCIAL CONSCIOUSNESS AND WORLD VIEW THAT WILL PROVIDE THE FOUNDATION FOR LIFE-LONG MORAL AND INTELLECTUAL GROWTH.

Program Service Accomplishments

Program 1

Expenses: $17,100,794 Revenue: $16,932,063

THE PUTNEY SCHOOL PROVIDES AN EDUCATIONAL PROGRAM FOR APPROXIMATELY 165 BOARDING AND 61 DAY HIGH SCHOOL 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 (2024)

Revenue Breakdown

Contributions & Grants $5,577,603

Program Service Revenue $16,950,333

Investment Income $6,297,859

Other Revenue $193,802

TOTAL REVENUE $29,019,597

Expense Breakdown

Grants Paid $3,887,333

Salaries & Benefits $9,822,210

Fundraising Expenses $680,169

Program Expenses $17,100,794

Other Expenses $8,167,124

TOTAL EXPENSES $21,876,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,019,597	$23,321,274	+0.2%
Expenses	$21,876,667	$20,758,357	+0.1%
Net Income	$7,142,930	$2,562,917	+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

285

Volunteers

210

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

$603,311

Total Directors

$578,018

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABIGAIL VERNEY-FINK	FACULTY TRUSTEE	40.00	Director	$53,941	$30,998	$84,939
BOB RAYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
CAITLIN BAGGOTT DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
CAROL HODGMAN	FACULTY TRUSTEE	40.00	Director	$44,379	$88,623	$133,002
CHARLIE YOUNG	TRUSTEE	1.00	Director	$0	$0	$0
CYANE B DANDRIDGE	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL O'BRIEN	HEAD OF SCHOOL/TRUSTEE	40.00	Officer Director	$318,824	$41,253	$360,077
DINAH BUECHNER-VISCHER	TRUSTEE	1.00	Director	$0	$0	$0
DREW BERESFORD	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH BLAYLOCK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ETHAN GRAY	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER FREEDMAN	TRUSTEE	1.00	Director	$0	$0	$0
INNOCENT NDUBUISI OBI	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER JUST	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MACINTOSH	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN LASH	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA LAUGHLIN	CHAIR	1.00	Officer Director	$0	$0	$0
KELLY REESE	TRUSTEE	1.00	Director	$0	$0	$0
LAURA E BERNER	TRUSTEE	1.00	Director	$0	$0	$0
MARNI ROSNER	TRUSTEE	1.00	Director	$0	$0	$0
NATASHA BYUS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
REBECCA GEARY	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS STEELE-MALEY	TRUSTEE	1.00	Director	$0	$0	$0
TONIA WHEELER	TRUSTEE	1.00	Director	$0	$0	$0
YIRU STEVEN JIANG	TRUSTEE	1.00	Director	$0	$0	$0
KATY WOLFE	CLERK	40.00	Officer	$61,783	$19,046	$80,829
STEPHANIE HARKINS	TREASURER/CFOO	40.00	Officer	$154,903	$7,502	$162,405
DANIEL FOLGAR	DIRECTOR OF SUMMER PROGRAMS	40.00	Highest	$101,280	$8,119	$109,399
KAYLA YANNATOS	DIRECTOR OF DEVELOPMENT	40.00	Highest	$129,805	$25,402	$155,207
KEVIN CHAMPNEY	DIRECTOR OF TECHNOLOGY	40.00	Highest	$123,644	$23,630	$147,274

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	$29,019,597	$21,876,667	$82,980,350	$7,142,930
2024	$23,321,274	$20,758,357	$78,609,084	$2,562,917
2023	$19,625,092	$19,099,462	$73,502,289	$525,630
2022	$22,994,358	$18,423,347	$64,106,322	$4,571,011
2021	$24,861,480	$16,952,871	$65,148,933	$7,908,609
2020	$17,005,801	$16,617,420	$50,084,358	$388,381
2019	$18,310,961	$16,390,087	$51,161,220	$1,920,874