GLEN URQUHART 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

1979

Legal Domicile

Principal Officer

GRETCHEN FORSYTH

Phone

9789271064

Tax Period

2022-07-01 to 2023-06-30

GLEN URQUHART SCHOOL, founded in 1979, is a community nonprofit in the Education sector that reported $8.1M in total revenue in fiscal year 2022. Expenses of $7.4M left a modest 8% surplus.

Mission

THROUGH THE JOYS OF LEARNING, WE INSPIRE YOUNG PEOPLE TO BE ENGAGED AND CURIOUS STEWARDS OF THE WORLD AROUND THEM.

Program Service Accomplishments

Program 1

Expenses: $5,157,790 Revenue: $6,572,492

GLEN URQUHART SCHOOL PROVIDES AN EXCEPTIONAL INDEPENDENT EDUCATION TO 200 BOYS AND GIRLS ENROLLED FROM PRE-K THROUGH EIGHTH GRADE.

Program 2

Expenses: $399,791 Revenue: $639,575

SUMMER AND AFTER-SCHOOL PROGRAMS: THE EXTENDED DAY PROGRAM PROVIDES ENRICHING, EXTENDED SCHOOL HOURS FOR THOSE CHILDREN WHO ENROLL. CHILDREN MAY CHOOSE TO PLAY ON THE PLAYGROUND, THE BASKETBALL AND FOUR SQUARE COURTS, PLAY PICK UP FOOTBALL OR SOCCER, OR ENGAGE IN IMAGINATIVE PLAY ON THE PLAYGROUND STRUCTURES. INDOORS THEY PLAY BOARD GAMES, DRAW, COOK, DO CRAFTS, READ, OR DO HOMEWORK. STUDENTS MAY ALSO ENROLL IN AFTER SCHOOL ENRICHMENT CLASSES CALLED GUS+. THE TOPICS INCLUDE BALLET, MOVIE MAKING, CHESS, ART CLASSES, SPORTS, YOGA, FENCING, DANCE AND SSAT PREPARATION. THE SUMMER CAMP PROGRAM PROVIDES A VARIETY OF ACTIVITIES THAT INCLUDE DEVISING ADVENTURES, CREATING ARTS AND CRAFTS, EXPLORING OUR NATURAL ENVIRONMENT, ENGAGING IN OUTDOOR GAMES, AND SWIMMING. THEME DAYS AND ALL-CAMP SPECIAL EVENTS ARE BLENDED INTO EACH SESSION TO ADD TO THE FUN.

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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 (2022)

Revenue Breakdown

Contributions & Grants $283,714

Program Service Revenue $7,212,067

Investment Income $468,178

Other Revenue $100,353

TOTAL REVENUE $8,064,312

Expense Breakdown

Grants Paid $1,535,115

Salaries & Benefits $4,158,320

Fundraising Expenses $151,130

Program Expenses $5,557,581

Other Expenses $1,708,952

TOTAL EXPENSES $7,402,387

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,064,312	$7,615,451	+0.1%
Expenses	$7,402,387	$6,885,684	+0.1%
Net Income	$661,925	$729,767	-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

137

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

$198,243

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEN YEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JODY KING	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL BUENSUCESO	CO-VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA KENT	CO-VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AJALI CHITRE	CLERK	1.00	Officer Director	$0	$0	$0
PAULA BLUME	TRUSTEE	1.00	Director	$0	$0	$0
JAKE BARTLETT	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN BROWN	TRUSTEE	1.00	Director	$0	$0	$0
AMY CRAFTON	TRUSTEE	1.00	Director	$0	$0	$0
JARED BARTOK	CO-VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TAMAH FRENCH	TRUSTEE	1.00	Director	$0	$0	$0
MADELINE FIUMARA	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
LIAM MCCARTHY	TRUSTEE	1.00	Director	$0	$0	$0
SARAH MCGRATH	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA TOULOUSE	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE WARREN	LIFE TRUSTEE	1.00	Director	$0	$0	$0
GREG MEAHL	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS SOMMA	TRUSTEE	1.00	Director	$0	$0	$0
JOAN ROSENTHAL	TRUSTEE	1.00	Director	$0	$0	$0
EMILY GRIMES	P.A. REPRESENTATIVE	1.00	Director	$0	$0	$0
KAREN RUSSO	TRUSTEE	1.00	Director	$0	$0	$0
GRETCHEN FORSYTH	HEAD OF SCHOOL	40.00	Key Emp	$181,102	$17,141	$198,243
MARTHA DELAY	DIRECTOR OF ADVANCEMENT	40.00	Highest	$102,406	$407	$102,813

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	No data	No data	No data	No data
2023	$8,064,312	$7,402,387	$13,960,892	$661,925
2022	$7,615,451	$6,885,684	$13,068,115	$729,767
2021	$7,309,881	$6,281,697	$13,119,115	$1,028,184
2020	$6,608,240	$6,724,398	$11,463,460	$-116,158
2019	$6,700,957	$7,058,743	$11,816,641	$-357,786
2018	$6,002,080	$6,442,749	$12,070,260	$-440,669