POMFRET SCHOOL INCORPORATED (EIN 060646784) - 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

1928

Legal Domicile

Principal Officer

JOHN TIMOTHY RICHARDS

Phone

8609636100

Tax Period

2023-07-01 to 2024-06-30

POMFRET SCHOOL INCORPORATED, founded in 1928, is a mid-sized nonprofit in the Education sector that reported $30.7M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Net assets of $116.0M represent 45 months of operating reserves.

Mission

POMFRET SCHOOL IS A COEDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR BOARDING AND DAY STUDENTS IN GRADES 9 THROUGH 12 WITH POSTGRADUATES. THE MISSION OF THE SCHOOL IS TO CULTIVATE A HEALTHY INDEPENDENCE OF MIND, BODY, AND SPIRIT AS STUDENTS ARE PREPARED FOR COLLEGE AND TO LEARN IN A DIVERSE AND INCREASINGLY INTERCONNECTED SOCIETY.

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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 $4,873,265

Program Service Revenue $23,921,689

Investment Income $1,321,218

Other Revenue $575,822

TOTAL REVENUE $30,691,994

Expense Breakdown

Grants Paid $4,737,427

Salaries & Benefits $14,428,236

Fundraising Expenses $2,008,004

Program Expenses $24,604,122

Other Expenses $12,142,785

TOTAL EXPENSES $31,308,448

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,691,994	$36,349,183	-0.2%
Expenses	$31,308,448	$31,188,894	+0.0%
Net Income	$-616,454	$5,160,289	-1.1%

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

206

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

$868,470

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN KLEIN	CHAIR	5.00	Officer Director	$0	$0	$0
DARYLE BOST	VICE CHAIR	5.00	Officer Director	$0	$0	$0
STEPHANIE SCHUETZ	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHAEL MARRUS	TREASURER	5.00	Officer Director	$0	$0	$0
MARK BLODGETT	TRUSTEE	1.00	Director	$0	$0	$0
DENA COCOZZA O'HARA	TRUSTEE	1.00	Director	$0	$0	$0
MARK COHEN	TRUSTEE	1.00	Director	$0	$0	$0
ERIC COLEMAN	TRUSTEE	1.00	Director	$0	$0	$0
TED DENAPOLI	TRUSTEE	1.00	Director	$0	$0	$0
TRINA GARY	TRUSTEE	1.00	Director	$0	$0	$0
BRENDON GIBLIN	TRUSTEE	1.00	Director	$0	$0	$0
MOLLY HANSON	TRUSTEE	1.00	Director	$0	$0	$0
LISA KANEB	TRUSTEE	1.00	Director	$0	$0	$0
LAURA KEELER PIERCE	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT MAKER	TRUSTEE	1.00	Director	$0	$0	$0
GREG MELVILLE	TRUSTEE	1.00	Director	$0	$0	$0
NICK METTLER	TRUSTEE	1.00	Director	$0	$0	$0
TOYIN MOSES	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT OLMSTED	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY PAUL	TRUSTEE	1.00	Director	$0	$0	$0
ESEZELE PAYNE	TRUSTEE	1.00	Director	$0	$0	$0
SEAN RHATIGAN	TRUSTEE	1.00	Director	$0	$0	$0
HADLEY ROSEN	TRUSTEE	1.00	Director	$0	$0	$0
JODY SOJA	TRUSTEE	1.00	Director	$0	$0	$0
DAN THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
ETIENNE VAZQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
KATE WILSON	TRUSTEE	1.00	Director	$0	$0	$0
BUZZ YUDELL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN TIMOTHY RICHARDS	HEAD OF SCHOOL	50.00	Officer	$424,898	$99,750	$524,648
EDWARD GRIFFIN	CFO	50.00	Officer	$262,349	$81,473	$343,822
WILLIAM MITCHELL	DIRECTOR OF ADVANCEMENT	50.00	Highest	$222,155	$87,828	$309,983
GWYNETH CONNELL	DIRECTOR OF GRAUER INSTITUTE	50.00	Highest	$156,279	$71,364	$227,643
DONALD GIBBS	ASSOCIATE HEAD OF SCHOOL	50.00	Highest	$149,516	$49,942	$199,458
BRENDA BULLIED	DIRECTOR OF FACILITIES	50.00	Highest	$141,395	$77,883	$219,278
SUSAN MANTILLA-GOIN	DEAN OF ENROLLMENT MANAGEMENT	50.00	Highest	$132,110	$46,017	$178,127

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	$30,691,994	$31,308,448	$149,232,312	$-616,454
2023	$36,349,183	$31,188,894	$144,876,986	$5,160,289
2022	$34,672,012	$29,784,965	$134,582,401	$4,887,047
2021	$32,232,060	$25,858,693	$130,556,707	$6,373,367
2020	$24,553,485	$25,788,459	$109,551,506	$-1,234,974
2019	$27,758,578	$27,445,513	$106,344,058	$313,065
2018	$26,436,496	$26,140,009	$104,091,603	$296,487

POMFRET SCHOOL INCORPORATED