THE CHESTNUT HILL SCHOOL (EIN 042178868) - 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

1919

Legal Domicile

Principal Officer

RODERICK MACNEAL JR ED

Phone

6175664394

Tax Period

2024-07-01 to 2025-06-30

THE CHESTNUT HILL SCHOOL, founded in 1919, is a mid-sized nonprofit in the Education sector that reported $13.1M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE CHESTNUT HILL SCHOOL IS GROUNDED IN THE BELIEF THAT CHILDHOOD OPTIMISM AND ENDURING CURIOSITY CAN TRANSFORM THE WORLD. AT THE SCHOOL, STUDENTS FROM AGE 3 THROUGH GRADE 6 FIND MEANING AND JOY IN A DIVERSE COMMUNITY THAT ENCOURAGES THEM TO QUESTION, TAKE RISKS, AND THINK CRITICALLY AS THEY GROW INTO INTELLECTUALLY SKILLED, EMPATHETIC, SELF-EMPOWERED YOUNG LEARNERS. WITHIN AN ACTIVE COMMUNITY OF STUDENTS, FACULTY, AND FAMILIES, THE CHESTNUT HILL SCHOOL PROMOTES RESPECT BETWEEN INDIVIDUALS AND INVOLVEMENT WITH THE LARGER COMMUNITY.

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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 $629,066

Program Service Revenue $11,816,532

Investment Income $617,647

Other Revenue $8,764

TOTAL REVENUE $13,072,009

Expense Breakdown

Grants Paid $1,888,081

Salaries & Benefits $7,920,374

Fundraising Expenses $234,613

Program Expenses $9,314,919

Other Expenses $3,075,040

TOTAL EXPENSES $12,883,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,072,009	$13,703,701	0.0%
Expenses	$12,883,495	$13,241,161	0.0%
Net Income	$188,514	$462,540	-0.6%

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

210

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

$549,869

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN KRAUS	CO-CHAIR - OUTGOING MAY 2025	4.00	Officer Director	$0	$0	$0
MATHILDA MCGEE-TUBBS	CO-CHAIR EFF. APRIL 2025	4.00	Officer Director	$0	$0	$0
ANGELA SMITH	CO-CHAIR	4.00	Officer Director	$0	$0	$0
MARCUS YOUNG	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
SRI RAO	SECRETARY EFF. APRIL 2025	2.00	Officer Director	$0	$0	$0
RICK WETMORE	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE BEDARD	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN BESHEARS	TRUSTEE	1.00	Director	$0	$0	$0
NAISHA BRADLEY	TRUSTEE	1.00	Director	$0	$0	$0
DONALD FELIX	TRUSTEE	1.00	Director	$0	$0	$0
DAN FOSTER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS FOX	TRUSTEE	1.00	Director	$0	$0	$0
SARAH GREENHILL	TRUSTEE - OUTGOING MAY 2025	1.00	Director	$0	$0	$0
HILLARY GROVE	TRUSTEE - OUTGOING MAY 2025	1.00	Director	$0	$0	$0
REBECCA HAYES	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS KOLOVOS	TRUSTEE	1.00	Director	$0	$0	$0
MATT LESNIAK	TRUSTEE	1.00	Director	$0	$0	$0
SHRADHA PATEL	TRUSTEE	1.00	Director	$0	$0	$0
VARSHA TANGUTURI	TRUSTEE	1.00	Director	$0	$0	$0
NEIL VANCHHANI	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY VALENTE	TRUSTEE	1.00	Director	$0	$0	$0
RODERICK MACNEAL JR	HEAD OF SCHOOL	40.00	Officer	$289,964	$61,060	$351,024
LISA HALM	CHIEF FINANCIAL & OPERATING OFFICER	40.00	Officer	$149,073	$49,772	$198,845
TARA HATHAWAY	DIRECTOR OF OPERATIONS	40.00	Highest	$131,494	$9,358	$140,852
VIRGINIA SIU	DEAN OF FACULTY	40.00	Highest	$122,679	$24,280	$146,959
MARCUS NICKERSON	CAMP DIRECTOR/ATHLETIC DIRECTOR	40.00	Highest	$116,892	$22,955	$139,847
KERRYN HINDS	DIR. OF DIVERSITY, EQUITY, INCLUSION	40.00	Highest	$104,320	$48,472	$152,792
ANI ROONEY	CONTROLLER	40.00	Highest	$105,642	$23,172	$128,814

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	$13,072,009	$12,883,495	$29,262,012	$188,514
2024	$13,703,701	$13,241,161	$28,262,909	$462,540
2023	$12,629,462	$12,018,752	$33,863,773	$610,710
2022	$15,409,802	$11,880,668	$33,385,087	$3,529,134
2021	$9,572,720	$9,776,583	$32,049,027	$-203,863
2020	$10,818,461	$10,790,999	$21,649,882	$27,462
2019	$11,078,686	$11,625,781	$21,660,820	$-547,095
2018	$10,630,254	$11,421,266	$21,773,835	$-791,012

THE CHESTNUT HILL SCHOOL