CHAPEL HILL-CHAUNCY HALL SCHOOL

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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

1972

Legal Domicile

Principal Officer

LANCE CONRAD

Phone

7813140800

Tax Period

2023-07-01 to 2024-06-30

CHAPEL HILL-CHAUNCY HALL SCHOOL, founded in 1972, is a mid-sized nonprofit that reported $17.8M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $16.8M left a modest 5% surplus.

Mission

WE ENGAGE A DIVERSE COMMUNITY OF LEARNERS IN A COLLABORATIVE EDUCATIONAL EXPERIENCE, PREPARING THEM FOR COLLEGE SUCCESS AND A LIFETIME OF MEANINGFUL ENGAGEMENT WITH THE BROADER WORLD.

Program Service Accomplishments

Program 1

Expenses: $11,418,503 Revenue: $13,188,079

EDUCATION PROVIDED TO APPROXIMATELY 200 BOARDING AND DAY STUDENTS AS PART OF DAILY CURRICULUM AND GRANTS FOR FINANCIAL ASSISTANCE TO STUDENTS IN NEED.

Program 2

Expenses: $1,834,268 Revenue: $2,756,008

SUMMER AND CAMPS - COSTS TO OPERATE CAMPS WHICH PROVIDE CAMPERS WITH VARIOUS ACTIVITIES AND PROGRAMS

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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 $1,605,041

Program Service Revenue $15,921,134

Investment Income $177,074

Other Revenue $57,382

TOTAL REVENUE $17,760,631

Expense Breakdown

Grants Paid $3,413,661

Salaries & Benefits $8,596,133

Fundraising Expenses $610,295

Program Expenses $13,252,771

Other Expenses $4,821,950

TOTAL EXPENSES $16,831,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,760,631	$16,401,372	+0.1%
Expenses	$16,831,744	$15,520,645	+0.1%
Net Income	$928,887	$880,727	+0.1%

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

Employees

232

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

$558,224

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE MERRELL	CHAIR OF THE BOARD	5.00	Officer Director	$0	$0	$0
DEB MANKIW	VICE CHAIR OF THE BOARD	5.00	Officer Director	$0	$0	$0
JEFF WOLK	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN BUTEN	CLERK	1.00	Director	$0	$0	$0
RHONDA BENTLEY-LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK BLACK	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT BRODY	TRUSTEE (THRU 05/24)	1.00	Director	$0	$0	$0
LAURA CABOT CARRIGAN	TRUSTEE	1.00	Director	$0	$0	$0
JOE CANNISTRARO	TRUSTEE	1.00	Director	$0	$0	$0
SILVINA CHOUMENKOVITCH	TRUSTEE	1.00	Director	$0	$0	$0
DAVID COHEN	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE COHEN	TRUSTEE	1.00	Director	$0	$0	$0
BOB DONNELLY	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE EVANGELAKOS	TRUSTEE (THRU 05/24)	1.00	Director	$0	$0	$0
SEAN FERGUSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK HARDMON	TRUSTEE	1.00	Director	$0	$0	$0
ALDEN HARRINGTON	TRUSTEE	1.00	Director	$0	$0	$0
GRACE HEINTZ	TRUSTEE	1.00	Director	$0	$0	$0
NICK MARSH	TRUSTEE	1.00	Director	$0	$0	$0
SEAN MULVEHILL	TRUSTEE	1.00	Director	$0	$0	$0
LEE PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM RYAN	TRUSTEE	1.00	Director	$0	$0	$0
KIM SCIACCA	TRUSTEE (THRU 05/24)	1.00	Director	$0	$0	$0
DAN STRACHMAN	TRUSTEE	1.00	Director	$0	$0	$0
RICH TESTA	TRUSTEE	1.00	Director	$0	$0	$0
LANCE CONRAD	HEAD OF SCHOOL	40.00	Officer	$269,565	$56,208	$325,773
GWEN POJASEK	CHIEF FINANCIAL OFFICER	40.00	Officer	$180,819	$51,632	$232,451
LESLIE KAYE	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$163,818	$31,714	$195,532
JOSHUA BUBAR	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$163,490	$17,447	$180,937
AL UMINA	DIRECTOR OF BUILDINGS & GROUNDS	40.00	Highest	$120,945	$32,755	$153,700
KELLY WALSH	HEAD OF MIDDLE SCHOOL	40.00	Highest	$118,561	$14,488	$133,049
DENISE GOGUEN	CAMP & AR MANAGER	40.00	Highest	$110,004	$15,926	$125,930

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	$17,760,631	$16,831,744	$26,293,563	$928,887
2023	$16,401,372	$15,520,645	$24,757,486	$880,727
2022	$15,324,002	$13,929,740	$22,980,670	$1,394,262
2021	$12,699,264	$11,793,123	$23,213,235	$906,141
2020	$13,188,880	$12,540,504	$20,699,348	$648,376
2019	$13,091,743	$12,613,130	$18,841,052	$478,613