THE BELLWETHER SCHOOL (EIN 030345357) - 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

1984

Legal Domicile

Principal Officer

RON MILLER

Phone

8028634839

Tax Period

2024-07-01 to 2025-06-30

THE BELLWETHER SCHOOL, founded in 1984, is a small nonprofit in the Education sector that reported $631K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $590K left a modest 6% surplus.

Mission

EDUCATIONAL - ELEMENTARY AND PRESCHOOL

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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 $42,440

Program Service Revenue $569,232

Investment Income $18,944

Other Revenue $0

TOTAL REVENUE $630,616

Expense Breakdown

Grants Paid $21,305

Salaries & Benefits $457,435

Fundraising Expenses $4,345

Program Expenses $549,404

Other Expenses $111,524

TOTAL EXPENSES $590,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$630,616	$691,259	-0.1%
Expenses	$590,264	$672,279	-0.1%
Net Income	$40,352	$18,980	+1.1%

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

N/A

Employees

Volunteers

N/A

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
KRISTIN BRUNO	BOARD MEMBER	10.00	Director	$0	$0	$0
MIKE FOOTE	BOARD MEMBER	10.00	Director	$0	$0	$0
JENNIFER HALL	BOARD MEMBER	10.00	Director	$0	$0	$0
LINDSAY KINTOP	BOARD MEMBER	10.00	Director	$0	$0	$0
LAUREN MCBRIDE	BOARD MEMBER	10.00	Director	$0	$0	$0
KAITLYN MILLER	BOARD MEMBER	10.00	Director	$0	$0	$0
RON MILLER	TREASURER	10.00	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	$630,616	$590,264	$123,783	$40,352
2024	$691,259	$672,279	$165,715	$18,980
2023	$622,632	$625,246	$221,732	$-2,614
2022	$557,555	$538,204	$132,026	$19,351
2021	$493,742	$514,170	$155,443	$-20,428
2020	$586,264	$562,674	$267,897	$23,590
2019	$595,190	$594,949	$184,829	$241
2018	$516,823	$504,885	$228,170	$11,938

THE BELLWETHER SCHOOL