KENT SCHOOL (EIN 060646687) - 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

1906

Legal Domicile

Principal Officer

JEFFREY D CATALDO

Phone

8609276046

Tax Period

2023-07-01 to 2024-06-30

KENT SCHOOL, founded in 1906, is a mid-sized nonprofit in the Education sector that reported $62.4M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.0M, a strong 19% operating margin.

Mission

NON-PROFIT, INDEPENDENT, PREPARATORY SCHOOL; EDUCATING APPROX. 470 BOARDING & 50 DAY STUDENTS. KENT SCHOOL IS GUIDED BY ITS MOTTO - SIMPLICITY OF LIFE, DIRECTNESS OF PURPOSE, SELF- RELIANCE - TO EDUCATE OUR STUDENTS INTELLECTUALLY, SOCIALLY, ETHICALLY AND SPIRITUALLY SO THAT THEY WILL BE PREPARED TO CONTRIBUTE TO THE COMMON GOOD IN THE WORLD BEYOND KENT SCHOOL.

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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 $9,255,791

Program Service Revenue $40,910,910

Investment Income $12,125,208

Other Revenue $82,645

TOTAL REVENUE $62,374,554

Expense Breakdown

Grants Paid $7,137,467

Salaries & Benefits $24,037,203

Fundraising Expenses $3,591,723

Program Expenses $38,940,402

Other Expenses $19,210,119

TOTAL EXPENSES $50,384,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,374,554	$48,309,898	+0.3%
Expenses	$50,384,789	$49,421,268	+0.0%
Net Income	$11,989,765	$-1,111,370	-11.8%

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

318

Volunteers

374

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

$1,203,031

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES A LAWRENCE	PRESIDENT & TRUSTEE	10.00	Officer Director	$0	$0	$0
HENRIK VANDERLIP	VICE PRESIDENT & TRUSTEE	5.00	Director	$0	$0	$0
PETER W GETSINGER	SECRETARY & TRUSTEE	5.00	Director	$0	$0	$0
ROBERT S ANDERSON	TREASURER & TRUSTEE	5.00	Director	$0	$0	$0
ANDREW A BOGLE	TRUSTEE	2.00	Director	$0	$0	$0
FREDERICK H BENNERS JR	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT F HOERLE	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN C GLADSTONE	TRUSTEE	2.00	Director	$0	$0	$0
SARAH ROBERTSON	TRUSTEE	2.00	Director	$0	$0	$0
MAGALEN CRANE WEBERT	TRUSTEE	2.00	Director	$0	$0	$0
DR ERNEST W FRANKLIN IV	TRUSTEE	2.00	Director	$0	$0	$0
JESSE B KIMBALL	TRUSTEE	2.00	Director	$0	$0	$0
JOHN I WILLIAMS JR	TRUSTEE	2.00	Director	$0	$0	$0
REV THADDEUS A BENNETT	TRUSTEE	2.00	Director	$0	$0	$0
DR HEIDI M STULZ BROOKS	TRUSTEE	2.00	Director	$0	$0	$0
DIANE DECORDOVA	TRUSTEE	2.00	Director	$0	$0	$0
ADAM PECK	TRUSTEE	2.00	Director	$0	$0	$0
ESTHER MA LEE	TRUSTEE (THRU 5/23)	2.00	Director	$0	$0	$0
ANDREW CVS SMITH SR	TRUSTEE	2.00	Director	$0	$0	$0
ROBIN J INSLEY	TRUSTEE	2.00	Director	$0	$0	$0
MELISSA OWENS MILLER	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLY BRAINARD NAYLOR	TRUSTEE	2.00	Director	$0	$0	$0
FREDERIC A BOURKE	TRUSTEE (AS OF 5/23)	2.00	Director	$0	$0	$0
JUSTIN A NUNEZ	TRUSTEE (AS OF 5/23)	2.00	Director	$0	$0	$0
KATHY REILAND	TRUSTEE (AS OF 5/23)	2.00	Director	$0	$0	$0
MINKI SYNN	TRUSTEE (AS OF 5/23)	2.00	Director	$0	$0	$0
MARK B WHISTON	TRUSTEE (AS OF 5/23)	2.00	Director	$0	$0	$0
MICHAEL HIRSCHFELD	HEAD OF SCHOOL	60.00	Officer	$504,929	$122,052	$626,981
JEFFREY D CATALDO	CFO & COO, ASST. TREASURER	50.00	Officer	$351,216	$79,962	$431,178
DENEEN MANTEGANI	DIRECTOR OF DONOR RELATION, ASST. SECRETARY	50.00	Officer	$122,304	$22,568	$144,872
WILLIAM KISSICK	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$253,642	$59,619	$313,261
TANYA HORGAN	BUSINESS MANAGER	40.00	Highest	$209,884	$76,345	$286,229
DR SUZANNE LEFEBVRE	SCHOOL PHYSICIAN	40.00	Highest	$177,852	$74,659	$252,511
MARYA NEARY	DIRECTOR OF DEVELOPMENT	40.00	Highest	$159,160	$72,568	$231,728
TODD MARBLE	DIRECTOR OF PLANNED GIVING	40.00	Highest	$145,263	$47,643	$192,906

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	$62,374,554	$50,384,789	$232,935,917	$11,989,765
2023	$48,309,898	$49,421,268	$214,903,200	$-1,111,370
2022	$59,389,996	$47,467,498	$204,715,866	$11,922,498
2021	$52,388,614	$46,391,039	$229,105,384	$5,997,575
2020	$52,251,843	$45,945,716	$206,602,190	$6,306,127
2019	$50,865,902	$45,200,338	$199,678,302	$5,665,564
2018	$52,961,847	$42,573,761	$188,586,255	$10,388,086

KENT SCHOOL