THE VINCENT SMITH SCHOOL (EIN 111646301) - 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

1924

Legal Domicile

Principal Officer

JOHN BALDI

Phone

5163654900

Tax Period

2022-07-01 to 2023-06-30

THE VINCENT SMITH SCHOOL, founded in 1924, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2022. The organization ran a surplus of $952K, a strong 22% operating margin.

Mission

The Vincent Smith School is a co-ed, independent, special education school for grades ones through twelve, serving Nassau, Suffolk, and New York City students. The School specializes in students with various learning issues.

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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 $54,747

Program Service Revenue $4,182,006

Investment Income $30,507

Other Revenue $32,043

TOTAL REVENUE $4,299,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,858,613

Fundraising Expenses $0

Program Expenses $2,430,398

Other Expenses $488,984

TOTAL EXPENSES $3,347,597

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,299,303	$4,061,995	+0.1%
Expenses	$3,347,597	$3,031,722	+0.1%
Net Income	$951,706	$1,030,273	-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

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

$199,612

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Andrea Carlsen	Trustee	1.00	Director	$0	$0	$0
Dr Peter Lewis	Treasurer	1.00	Officer Director	$0	$0	$0
Lauren Rothchild	Trustee	1.00	Director	$0	$0	$0
Stacy Grim	Chairperson	1.00	Officer Director	$0	$0	$0
John Baldi	Headmaster	40.00	Officer	$199,112	$500	$199,612
Dr Lauren Schwartz	Trustee	1.00	Director	$0	$0	$0
Christine Marquino	Trustee	1.00	Director	$0	$0	$0
Lois Dierlam	Dean of students	40.00	Highest	$100,716	$10,000	$110,716

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	$4,299,303	$3,347,597	$5,377,186	$951,706
2022	$4,061,995	$3,031,722	$4,424,814	$1,030,273
2021	$3,328,506	$2,795,434	$3,887,079	$533,072
2020	$2,962,625	$2,556,731	$3,411,703	$405,894
2019	$2,793,990	$2,482,285	$2,935,220	$311,705
2018	$3,326,877	$2,250,891	$2,721,720	$1,075,986
2017	$1,975,582	$2,190,986	$2,079,640	$-215,404

THE VINCENT SMITH SCHOOL