DANA HALL SCHOOL (EIN 042103562) - 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

1938

Legal Domicile

Principal Officer

KATHERINE BRADLEY

Phone

7812353010

Tax Period

2024-07-01 to 2025-06-30

DANA HALL SCHOOL, founded in 1938, is a mid-sized nonprofit in the Education sector that reported $40.9M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $39.4M left a modest 4% surplus.

Mission

AS A BOARDING SCHOOL, CERTAIN MEMBERS OF THE FACULTY AND STAFF ARE REQUIRED TO LIVE ON CAMPUS FOR THE PURPOSE OF SUPERVISING THE STUDENTS. THE ESTIMATED VALUE OF THIS BENEFIT IS BASED ON THE ESTIMATED RENTAL VALUE OF THE RESPECTIVE PROPERTY AND IS INCLUDED IN THE OTHER COMPENSATION REPORTED ON FORM 990 PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN D. THE HEAD OF SCHOOL'S RESIDENCE INCLUDES BOTH PUBLIC AND PRIVATE SPACE. THE ESTIMATED VALUE FOR THE HEAD OF SCHOOL'S RESIDENCE REFLECTS THE PRIVATE PORTION OF THE RESIDENCE. HOUSEKEEPING SERVICES AT A COST OF $14,000 ARE PROVIDED FOR THE HEAD OF SCHOOL'S RESIDENCE.

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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 $4,689,984

Program Service Revenue $32,000,130

Investment Income $4,253,701

Other Revenue $0

TOTAL REVENUE $40,943,815

Expense Breakdown

Grants Paid $6,308,336

Salaries & Benefits $19,032,147

Fundraising Expenses $2,134,315

Program Expenses $31,560,796

Other Expenses $14,021,814

TOTAL EXPENSES $39,400,764

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,943,815	$46,636,117	-0.1%
Expenses	$39,400,764	$36,938,851	+0.1%
Net Income	$1,543,051	$9,697,266	-0.8%

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

368

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

$875,233

Total Directors

$598,571

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE BRADLEY	HEAD OF SCHOOL	60.00	Officer Director	$454,661	$143,910	$598,571
COURTNEY CARUSO	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
WILLIAM MARTH	TREASURER	5.00	Officer Director	$0	$0	$0
SANDY NILES	BOARD VICE CHAIR	5.00	Officer Director	$0	$0	$0
LEE FERGUSON FRECHETTE	PRESIDENT OF THE CORPORATION	5.00	Officer Director	$0	$0	$0
KRISTIN O'DONNELL BEDARD	TRUSTEE	5.00	Director	$0	$0	$0
ROSE HAFERD	TRUSTEE	5.00	Director	$0	$0	$0
ADRIENNE BROWN	TRUSTEE	5.00	Director	$0	$0	$0
CHRISTINE BROWN	TRUSTEE	5.00	Director	$0	$0	$0
RICK SUTPHIN	TRUSTEE	5.00	Director	$0	$0	$0
GRETCHEN COOK-ANDERSON	TRUSTEE	5.00	Director	$0	$0	$0
KELLYANNE DIGNAN	TRUSTEE	5.00	Director	$0	$0	$0
AZIZ HAMZAOGULLARI	TRUSTEE	5.00	Director	$0	$0	$0
SARAH TAUER	TRUSTEE	5.00	Director	$0	$0	$0
MARLOUS LAGARDE	SECRETARY	5.00	Officer Director	$0	$0	$0
YIN WAH CHLOE SUEN	TRUSTEE	5.00	Director	$0	$0	$0
JENNIFER VISCO	TRUSTEE	5.00	Director	$0	$0	$0
ARIANN WILLIAMS	TRUSTEE	5.00	Director	$0	$0	$0
GUIDA MATTISON	TRUSTEE	5.00	Director	$0	$0	$0
STACEY HARRIS	TRUSTEE	5.00	Director	$0	$0	$0
AMANDA COYLE FITZGERALD	TRUSTEE	5.00	Director	$0	$0	$0
JACOB CONCA	TRUSTEE	5.00	Director	$0	$0	$0
HEIDI HARRIS VANNI	TRUSTEE	5.00	Director	$0	$0	$0
JEFF TESCHKE	TRUSTEE	5.00	Director	$0	$0	$0
JEFF WOLK	TRUSTEE	5.00	Director	$0	$0	$0
CHARLIE BRESLIN	CHIEF OPERATING/FINANCIAL OFFICER	50.00	Officer	$255,555	$21,107	$276,662
CHRISTINA BASKETT	CHIEF ADVANCEMENT OFFICER	50.00	Highest	$204,218	$66,716	$270,934
ROB MATHER	ASSOCIATE HEAD OF SCHOOL	50.00	Highest	$164,757	$102,572	$267,329
ANGELA BROWN	ASST HEAD OF ADMISSION & STRATEGY	50.00	Highest	$152,581	$62,973	$215,554
AMY KUMPEL	DIRECTOR OF UPPER SCHOOL	50.00	Highest	$141,664	$83,088	$224,752
ELIZABETH RIGBY	DIRECTOR OF DEVELOPMENT	50.00	Highest	$147,067	$28,298	$175,365

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	$40,943,815	$39,400,764	$208,301,704	$1,543,051
2024	$46,636,117	$36,938,851	$194,433,534	$9,697,266
2023	$45,595,997	$34,723,469	$176,060,162	$10,872,528
2022	$46,296,762	$32,656,010	$147,617,920	$13,640,752
2021	$34,554,017	$31,603,014	$143,508,602	$2,951,003
2020	$58,731,452	$31,093,461	$128,367,541	$27,637,991
2019	$31,905,539	$31,092,259	$113,030,925	$813,280
2018	$31,073,593	$30,068,074	$111,640,352	$1,005,519

DANA HALL SCHOOL