THE CALHOUN SCHOOL INC (EIN 131623919) - 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

1941

Legal Domicile

Principal Officer

CELESTE HERRERA

Phone

2124976500

Tax Period

2023-07-01 to 2024-06-30

THE CALHOUN SCHOOL INC, founded in 1941, is a mid-sized nonprofit in the Education sector that reported $40.8M in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. Expenses of $47.1M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE CALHOUN SCHOOL IS A PROGRESSIVE, INDEPENDENT, COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL WITH STUDENTS RANGING FROM THREE YEAR OLDS TO TWELFTH 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 (2023)

Revenue Breakdown

Contributions & Grants $2,328,907

Program Service Revenue $37,975,943

Investment Income $81,608

Other Revenue $427,763

TOTAL REVENUE $40,814,221

Expense Breakdown

Grants Paid $12,253,685

Salaries & Benefits $24,410,982

Fundraising Expenses $905,782

Program Expenses $34,368,693

Other Expenses $10,445,219

TOTAL EXPENSES $47,109,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,814,221	$50,891,241	-0.2%
Expenses	$47,109,886	$42,651,379	+0.1%
Net Income	$-6,295,665	$8,239,862	-1.8%

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

286

Volunteers

150

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

$1,137,262

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON BRAYSHAW	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JOHN WANG	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
KAREN GREENE	SECRETARY	2.00	Officer Director	$0	$0	$0
TERRY HAAS	TREASURER	2.00	Officer Director	$0	$0	$0
TIFFANIE CLAUDE-ONWUACHI	TRUSTEE	2.00	Director	$0	$0	$0
LETISHA GARY	TRUSTEE	2.00	Director	$0	$0	$0
LEIGH GERSTENBLATT	TRUSTEE	2.00	Director	$0	$0	$0
JAMES GLASGOW	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT HIRSCH	TRUSTEE	2.00	Director	$0	$0	$0
ANDREA HSU	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER KURLAND	TRUSTEE	2.00	Director	$0	$0	$0
WALTER LEVITCH	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW MERELIS	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD NEWMAN	TRUSTEE	2.00	Director	$0	$0	$0
ALEXEI NICHOLS	TRUSTEE	2.00	Director	$0	$0	$0
KERN SCHIERSON	TRUSTEE	2.00	Director	$0	$0	$0
MARGARET SPENCER	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE TAYLOR	TRUSTEE	2.00	Director	$0	$0	$0
KEN VIDAL	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS VITIELLO	TRUSTEE	2.00	Director	$0	$0	$0
ZOE VLACHOS	TRUSTEE	2.00	Director	$0	$0	$0
FRED WANG	TRUSTEE	2.00	Director	$0	$0	$0
COURTNEY WOLFF	TRUSTEE	2.00	Director	$0	$0	$0
STEVEN SOLNICK	HEAD OF SCHOOL	40.00	Officer	$755,325	$60,983	$816,308
VICTOR CATANO	CHIEF FINANCIAL OFFICER	40.00	Officer	$268,916	$52,038	$320,954
ERIC OSORIO	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$225,211	$30,310	$255,521
MARY MCCARTY	DIRECTOR OF DEVELOPMENT	40.00	Highest	$201,869	$30,570	$232,439
DANIEL ISQUITH	DIRECTOR OF UPPER SCHOOL	40.00	Highest	$197,235	$29,897	$227,132
ANDREW HUME	DIRECTOR OF ENROLLMENT	40.00	Highest	$179,387	$24,730	$204,117
LISA BIANCHI MERRITT	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$177,070	$41,275	$218,345

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	$40,814,221	$47,109,886	$76,584,022	$-6,295,665
2023	$50,891,241	$42,651,379	$80,165,719	$8,239,862
2022	$37,799,848	$40,512,083	$61,917,604	$-2,712,235
2021	$39,561,327	$40,613,962	$66,556,667	$-1,052,635
2020	$37,830,934	$37,713,740	$69,066,641	$117,194
2019	$38,637,878	$37,581,282	$68,751,191	$1,056,596
2019	$38,637,878	$37,581,282	$68,751,191	$1,056,596
2018	$38,828,979	$36,675,549	$68,978,403	$2,153,430

THE CALHOUN SCHOOL INC