THE SOUTHPORT SCHOOL INC (EIN 061135389) - 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

1985

Legal Domicile

Principal Officer

BENJAMIN POWERS

Phone

2032542044

Tax Period

2023-09-01 to 2024-08-31

THE SOUTHPORT SCHOOL INC, founded in 1985, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE SOUTHPORT SCHOOL, INC. IS TO PROVIDE TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT HAVE LIFELONG IMPACT ON OUR STUDENTS, AS WELL AS THOUGHT LEADERSHIP THAT ENGAGES THE LEARNING DIFFERENCES 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 (2023)

Revenue Breakdown

Contributions & Grants $860,630

Program Service Revenue $9,307,213

Investment Income $189,798

Other Revenue $202,002

TOTAL REVENUE $10,559,643

Expense Breakdown

Grants Paid $597,855

Salaries & Benefits $7,492,898

Fundraising Expenses $225,426

Program Expenses $8,061,260

Other Expenses $2,510,941

TOTAL EXPENSES $10,601,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,559,643	$9,460,847	+0.1%
Expenses	$10,601,694	$9,237,020	+0.1%
Net Income	$-42,051	$223,827	-1.2%

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

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

$767,561

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIRGINIA CARGILL	CHAIR	1.00	Officer Director	$0	$0	$0
JIM BRADLEY	VICE CHAIR & TREASURER	1.00	Officer Director	$0	$0	$0
BOB DISABATO	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
COLLEEN BRANDON	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN BOYLE	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE CLARK JR	DIRECTOR	1.00	Director	$0	$0	$0
MARK CONNELLY	DIRECTOR	1.00	Director	$0	$0	$0
DICK FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOLTZE	DIRECTOR	1.00	Director	$0	$0	$0
KAREN JEFFERS	DIRECTOR	1.00	Director	$0	$0	$0
ADAM MOCCIOLO	DIRECTOR	1.00	Director	$0	$0	$0
NAT MUNDY	DIRECTOR	1.00	Director	$0	$0	$0
JILL PENGUE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL QUINSEE	DIRECTOR	1.00	Director	$0	$0	$0
SUE ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SMITH ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
JIM VOSE	DIRECTOR	1.00	Director	$0	$0	$0
AMY WATSON	DIRECTOR	1.00	Director	$0	$0	$0
T HOFFMAN JR	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN POWERS	EXECUTIVE DIRECTOR	40.00	Officer	$487,875	$49,841	$537,716
MARGARET MACARI	CHIEF FINANCIAL OFFICER	40.00	Officer	$214,672	$15,173	$229,845
JEFFREY RUGGIERO	ASSOCIATE HEAD OF SCHOOL FOR ACADEMICS	40.00	Highest	$170,656	$48,863	$219,519
HALLIE BUCKINGHAM	ASSOCIATE HEAD OF SCHOOL FOR STUDENT ENGAGEMENT	40.00	Highest	$152,879	$41,916	$194,795
THERESA COLLINS	DIRECTOR, ORTON-GILLINGHAM ACADEMY TRAINING	40.00	Highest	$140,937	$33,131	$174,068
KATHLEEN GALLAGHER	ASSOCIATE HEAD OF SCHOOL FOR ADMINISTRATION	40.00	Highest	$151,700	$41,469	$193,169
MARIO FIALLO	DIRECTOR OF FACILITIES	40.00	Highest	$133,008	$30,656	$163,664

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	$10,559,643	$10,601,694	$21,409,421	$-42,051
2023	$9,460,847	$9,237,020	$20,718,847	$223,827
2022	$9,881,411	$8,430,285	$20,559,212	$1,451,126
2021	$8,125,780	$7,649,245	$21,403,131	$476,535
2020	$8,346,841	$7,259,964	$19,548,655	$1,086,877
2019	$7,857,375	$6,956,050	$17,425,679	$901,325

THE SOUTHPORT SCHOOL INC