Saint James Day School (EIN 061824261) - 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

2008

Legal Domicile

Principal Officer

Bruce McDonald

Phone

8437968287

Tax Period

2025-01-01 to 2025-12-31

Saint James Day School, founded in 2008, is a small nonprofit in the Education sector that reported $583K in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. Expenses of $710K exceeded revenue, resulting in a 22% operating deficit.

Mission

The mission of St James Day School is to develop child socially, emotionally, physically, intellectually, and spiritually in a program run by a dedicated and professional

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $582,508

Investment Income $0

Other Revenue $0

TOTAL REVENUE $582,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $492,302

Fundraising Expenses $0

Program Expenses $691,674

Other Expenses $217,627

TOTAL EXPENSES $709,929

Year-over-Year Comparison

	2025	2024	Change
Revenue	$582,508	$703,391	-0.2%
Expenses	$709,929	$716,971	0.0%
Net Income	$-127,421	$-13,580	+8.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Morrison	Board Chairman	5.00	Officer	$0	$0	$0
Betty Floyd	Board Member	5.00	Officer	$0	$0	$0
Thomas Rehm	Treasurer/Secretary	5.00	Officer	$0	$0	$0
Courtney Lyles	Board Member	5.00	Officer	$0	$0	$0
Barbara Edlund	Board Member	5.00	Officer	$0	$0	$0
Sara Kramer	Board Member	5.00	Officer	$0	$0	$0
Sam English	Board Member	5.00	Officer	$0	$0	$0
Drew Miller	Board Member	N/A		$0	$0	$0

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	$582,508	$709,929	$230,488	$-127,421
2024	$703,391	$716,971	$390,204	$-13,580
2023	$647,427	$743,025	$372,469	$-95,598
2022	$888,920	$647,547	$467,547	$241,373
2021	$891,383	$699,461	$222,041	$191,922
2020	$603,597	$614,542	$158,681	$-10,945
2019	$554,241	$547,422	$110,394	$6,819
2018	$455,861	$468,927	$99,482	$-13,066

Saint James Day School