COLLEGIATE SCHOOL INC (EIN 131634966) - 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

1940

Legal Domicile

Principal Officer

BODIE BRIZENDINE

Phone

2128128500

Tax Period

2024-07-01 to 2025-06-30

COLLEGIATE SCHOOL INC, founded in 1940, is a mid-sized nonprofit in the Education sector that reported $65.8M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $62.3M left a modest 5% surplus.

Mission

COLLEGIATE SCHOOL STRIVES TO EDUCATE EACH BOY TO REACH HIS HIGHEST (CONTINUED ON SCHEDULE O)

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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 $5,059,335

Program Service Revenue $46,424,955

Investment Income $14,082,695

Other Revenue $224,173

TOTAL REVENUE $65,791,158

Expense Breakdown

Grants Paid $6,754,792

Salaries & Benefits $33,852,909

Fundraising Expenses $2,786,782

Program Expenses $49,774,623

Other Expenses $21,689,390

TOTAL EXPENSES $62,297,091

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,791,158	$54,463,787	+0.2%
Expenses	$62,297,091	$57,890,762	+0.1%
Net Income	$3,494,067	$-3,426,975	-2.0%

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

265

Volunteers

126

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

$2,340,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN K YOUNGWOOD	PRESIDENT	2.00	Officer Director	$0	$0	$0
TIMOTHY RATTRAY	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRIS LEE	TRUSTEE	2.00	Director	$0	$0	$0
AMIE RATH NUTTALL	TRUSTEE	2.00	Director	$0	$0	$0
GREGORY OSTLING	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA PENA	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA TISCH	TRUSTEE	2.00	Director	$0	$0	$0
ANNA QUINDLEN	TRUSTEE	2.00	Director	$0	$0	$0
JUDY RUBIN	TRUSTEE	2.00	Director	$0	$0	$0
MASON LECKY	TRUSTEE	2.00	Director	$0	$0	$0
ALEJANDRO PRZYGODA	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS KOJIMA	TRUSTEE	2.00	Director	$0	$0	$0
PRASHANT BHUYAN	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTA D'ALIMONTE	TRUSTEE	2.00	Director	$0	$0	$0
DANA COPPOLINO	TRUSTEE	2.00	Director	$0	$0	$0
NICK BROWN	TRUSTEE	2.00	Director	$0	$0	$0
WAYNE TITUS	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER BAKER	TRUSTEE	2.00	Director	$0	$0	$0
VICTOR AMOO	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW HOINE	TRUSTEE	2.00	Director	$0	$0	$0
PETER WALLACH	TRUSTEE	2.00	Director	$0	$0	$0
LEWIS HART	TRUSTEE, TREASURER	2.00	Officer Director	$0	$0	$0
JERRY BRIGHT	TRUSTEE,VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KARIN DEMASI	TRUSTEE,VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DOUG ODOM	CFOO (AS OF 1/1/2025)	40.00	Officer	$0	$0	$0
THERESA FOY	CFOO (THRU 1/31/2025)	40.00	Officer	$543,816	$62,725	$606,541
ELLANOR BRIZENDINE	HEAD OF SCHOOL	40.00	Officer	$562,860	$196,166	$759,026
DAVID LOURIE	HEAD OF SCHOOL (THRU 6/10/2024)	40.00	Officer	$828,353	$146,606	$974,959
DWIGHT VIDALE	ASSOC HEAD OF SCH FOR INST EQUITY	40.00	Highest	$286,939	$66,296	$353,235
REKHA PURI	ASST HEAD OF SCH FOR ADM & ENROLL	40.00	Highest	$302,201	$53,977	$356,178
MELANIE HUTCHINSON	HEAD OF LOWER SCHOOL	40.00	Highest	$307,147	$70,498	$377,645
HASSAN JONES	HEAD OF MIDDLE SCHOOL	40.00	Highest	$288,647	$67,969	$356,616
ANDREW PRINCE	HEAD OF UPPER SCHOOL	40.00	Highest	$304,195	$66,394	$370,589

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	$65,791,158	$62,297,091	$350,359,384	$3,494,067
2024	No data	No data	No data	No data
2023	$65,773,381	$53,339,838	$350,858,373	$12,433,543
2022	$47,750,769	$50,626,357	$335,966,117	$-2,875,588
2021	$53,312,544	$50,554,024	$353,896,459	$2,758,520
2020	$40,232,265	$47,896,284	$329,358,499	$-7,664,019
2019	$47,916,964	$48,354,894	$341,516,369	$-437,930
2018	$54,427,675	$47,253,155	$348,005,202	$7,174,520

COLLEGIATE SCHOOL INC