THE ALLEN-STEVENSON SCHOOL (EIN 131623878) - 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

1904

Legal Domicile

Principal Officer

DUNCAN LYON

Phone

2122886710

Tax Period

2024-07-01 to 2025-06-30

THE ALLEN-STEVENSON SCHOOL, founded in 1904, is a mid-sized nonprofit that reported $30.0M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Net assets of $114.7M represent 46 months of operating reserves.

Mission

TO PROVIDE CONTINUOUS EDUCATION FOR BOYS FROM KINDERGARTEN THROUGH 8TH GRADE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,029,643

Program Service Revenue $24,148,719

Investment Income $1,403,236

Other Revenue $369,131

TOTAL REVENUE $29,950,729

Expense Breakdown

Grants Paid $3,284,858

Salaries & Benefits $18,475,155

Fundraising Expenses $1,601,901

Program Expenses $25,526,130

Other Expenses $10,188,230

TOTAL EXPENSES $31,948,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,950,729	$36,891,560	-0.2%
Expenses	$31,948,243	$31,174,871	+0.0%
Net Income	$-1,997,514	$5,716,689	-1.3%

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

223

Volunteers

261

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

$1,398,068

Total Directors

$934,391

Key Employees

$886,385

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DUNCAN LYON	HEAD OF SCHOOL	50.00	Officer Director	$807,574	$126,817	$934,391
METIN NEGRIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALEXANDER KLABIN	VP & TREASURER	3.00	Officer Director	$0	$0	$0
HEATHER MCAULIFFE	SECRETARY	1.00	Officer Director	$0	$0	$0
LAUREN ERBST	TRUSTEE & PA PRESIDENT	1.00	Director	$0	$0	$0
KERIANNE FLYNN	TRUSTEE	1.00	Director	$0	$0	$0
ARYN GROSSMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HERZBERG	TRUSTEE	1.00	Director	$0	$0	$0
ALEXIS HUNTER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS JONES	TRUSTEE	1.00	Director	$0	$0	$0
A REED KATZ	TRUSTEE	1.00	Director	$0	$0	$0
BLAIR KLAFF	TRUSTEE	1.00	Director	$0	$0	$0
CAMERON ALEX KOFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
RASHIDA LA LANDE	TRUSTEE	3.00	Director	$0	$0	$0
COLM MACMAHON	TRUSTEE	1.00	Director	$0	$0	$0
HARRIS MUFSON	TRUSTEE	1.00	Director	$0	$0	$0
KRISTA NICKOLS	TRUSTEE	1.00	Director	$0	$0	$0
AMY PECK	TRUSTEE	1.00	Director	$0	$0	$0
AUDREY RASCH	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SCHRIEBER	TRUSTEE	1.00	Director	$0	$0	$0
TOM UGER	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN WEINBERG	TRUSTEE	1.00	Director	$0	$0	$0
MCCARTNEY WILKINS	TRUSTEE	1.00	Director	$0	$0	$0
ANDY WILLIS	TRUSTEE	1.00	Director	$0	$0	$0
HYDEE BRESSLER BASSEL	CFO & COO THRU NOV 2024	50.00	Officer	$333,491	$68,366	$401,857
MINDY SCHEFEN	INTERIM CFO	50.00	Officer	$56,931	$4,889	$61,820
STEPHEN M WARNER	HEAD OF LOWER DIVISION	40.00	Key Emp	$261,335	$68,287	$329,622
KATHERINE DUCKWORTH-SCHACHTER	DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$233,015	$83,695	$316,710
STEVEN COHEN	HEAD OF UPPER DIVISION	40.00	Key Emp	$201,735	$38,318	$240,053
WINIFRED BARNES	DIRECTOR OF ACADEMIC OPERATIONS	40.00	Highest	$256,400	$39,652	$296,052
RICHARD ALIFANO	DIR., ATHLETICS/PE EDUCATION	40.00	Highest	$218,968	$52,714	$271,682
WILLIAM L DRANSFIELD	DIRECTOR OF AUXILLIARY PROGRAMS	40.00	Highest	$183,451	$64,338	$247,789
ELIZABETH MCLAUGHLIN	SCHOOL PSYCHOLOGIST	40.00	Highest	$176,689	$33,842	$210,531
MICHELE V DEMKO	MUSIC DEPARTMENT HEAD	40.00	Highest	$190,442	$19,302	$209,744

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	$29,950,729	$31,948,243	$147,102,854	$-1,997,514
2024	No data	No data	No data	No data
2023	$35,149,340	$31,951,740	$140,690,800	$3,197,600
2022	$35,768,565	$31,011,860	$140,364,026	$4,756,705
2021	$29,932,540	$28,059,113	$144,439,542	$1,873,427
2020	$32,118,626	$27,526,260	$132,666,790	$4,592,366
2019	$33,728,171	$26,699,591	$119,153,656	$7,028,580

THE ALLEN-STEVENSON SCHOOL