Thaddeus Stevens School (EIN 030359105) - 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

1998

Legal Domicile

Principal Officer

JULIE HANSEN

Phone

8026260370

Tax Period

2023-07-01 to 2024-06-30

Thaddeus Stevens School, founded in 1998, is a small nonprofit in the Education sector that reported $506K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $459K left a modest 9% surplus.

Mission

To provide an innovative general education learning experience for PreK to Eighth grade

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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 $92,227

Program Service Revenue $414,023

Investment Income $0

Other Revenue $0

TOTAL REVENUE $506,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,743

Fundraising Expenses $0

Program Expenses $458,715

Other Expenses $189,465

TOTAL EXPENSES $458,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$506,250	$669,968	-0.2%
Expenses	$458,715	$588,751	-0.2%
Net Income	$47,535	$81,217	-0.4%

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

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
JULIE HANSEN	Director	N/A	Director	$0	$0	$0
WENDY MORGAN	Vice President	N/A	Officer	$0	$0	$0
DEB BUCKNAM	President	N/A	Officer	$0	$0	$0
BOB MORGAN	Secretary	N/A	Officer	$0	$0	$0
JAMIE MILNE	Treasurer	N/A	Officer	$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	$506,250	$458,715	$270,392	$47,535
2023	$669,968	$588,751	$213,316	$81,217
2022	$505,346	$525,616	$168,064	$-20,270

Thaddeus Stevens School