SAINT DAVID'S SCHOOL

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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

1951

Legal Domicile

Phone

2123690058

Tax Period

2024-07-01 to 2025-06-30

SAINT DAVID'S SCHOOL, founded in 1951, is a mid-sized nonprofit that reported $39.8M in total revenue in fiscal year 2024. Expenses of $36.8M left a modest 8% surplus.

Mission

THE MISSION OF SAINT DAVID'S SCHOOL IS TO EDUCATE BOYS TO FULFILL THEIR POTENTIAL THROUGH RIGOROUS ACADEMIC PURSUIT, DELIBERATE MORAL INTROSPECTION, AND CRITICAL ANALYSIS OF IDEAS AND ISSUES. THE CLASSICAL TRADITION OF BALANCE HAS GUIDED THE SCHOOL SINCE ITS BEGINNINGS. THE SCHOOL SEEKS TO ENGENDER INTELLECTUAL CURIOSITY, APPRECIATION FOR THE ARTS, SKILL AND SPORTSMANSHIP IN ATHLETICS AND AN ENDURING LOVE OF LEARNING.

Program Service Accomplishments

Program 1

Expenses: $30,262,021 Revenue: $28,016,403

PROVIDES ESSENTIAL EDUCATIONAL PROGRAMS TO YOUNG BOYS FROM PRE-KINDERGARTEN THROUGH EIGHTH GRADE FOR APPROXIMATELY 443 STUDENTS. WE OFFER A VARIETY OF PROGRAMS, INCLUDING SPORTS, MUSIC, ART AND DRAMA.

Program 2

Expenses: $577,069 Revenue: $5,600

SDS SUMMER PROGRAM, LLC D/B/A HORIZONS AT SAINT DAVID'S OPERATES A SUMMER PROGRAM FOR NON-SAINT DAVID'S STUDENTS.

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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 $6,487,705

Program Service Revenue $28,022,003

Investment Income $4,618,697

Other Revenue $708,005

TOTAL REVENUE $39,836,410

Expense Breakdown

Grants Paid $2,797,674

Salaries & Benefits $22,247,414

Fundraising Expenses $1,738,579

Program Expenses $30,839,090

Other Expenses $11,624,326

TOTAL EXPENSES $36,780,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,836,410	$39,673,425	+0.0%
Expenses	$36,780,414	$36,493,563	+0.0%
Net Income	$3,055,996	$3,179,862	0.0%

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

166

Volunteers

220

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

$1,491,467

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL S CONNOLY	PRESIDENT	1.0	Officer Director	$0	$0	$0
GREGORY T HOOGKAMP	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
MARK S SHELTON	SECRETARY	1.0	Officer Director	$0	$0	$0
MICHAEL J MAROCCO	TREASURER	1.0	Officer Director	$0	$0	$0
ALBERTO M ACOSTA	TRUSTEE	1.0	Director	$0	$0	$0
ARTHUR J HALLERAN JR	TRUSTEE	1.0	Director	$0	$0	$0
BRBARA FERNNDEZ	TRUSTEE	1.0	Director	$0	$0	$0
DONALD J MACKINNON	TRUSTEE	1.0	Director	$0	$0	$0
EVAN SHEINBERG	TRUSTEE	1.0	Director	$0	$0	$0
FRANKIE J CAMPIONE II	TRUSTEE	1.0	Director	$0	$0	$0
KEVIN J HAYDEN	TRUSTEE	1.0	Director	$0	$0	$0
LAUREN BURKE	TRUSTEE	1.0	Director	$0	$0	$0
LOUIS SALVATORE	TRUSTEE	1.0	Director	$0	$0	$0
MARIA A SUAREZ	TRUSTEE	1.0	Director	$0	$0	$0
NYSSA KOURAKOS	TRUSTEE	1.0	Director	$0	$0	$0
R KUMAR KADIYALA	TRUSTEE	1.0	Director	$0	$0	$0
ROBERT K MCMILLAN	TRUSTEE	1.0	Director	$0	$0	$0
SARAH TAM	TRUSTEE	1.0	Director	$0	$0	$0
SEAN KLIMCZAK	TRUSTEE	1.0	Director	$0	$0	$0
TODD G COSENZA	TRUSTEE	1.0	Director	$0	$0	$0
URSULA CORGAN	TRUSTEE	1.0	Director	$0	$0	$0
WILLIAM O'BOYLE	TRUSTEE	1.0	Director	$0	$0	$0
Kelly Gruen	DIRECTOR OF FINANCE	40.0	Officer	$312,102	$46,226	$358,328
P David O'Halloran	HEADMASTER	40.0	Officer	$1,025,720	$107,419	$1,133,139
Alexis Aoyama	ASSISTANT HEADMASTER/UPPER SCHOOL HEAD	40.0	Highest	$332,276	$74,830	$407,106
Hope Lippens	HEAD OF LOWER SCHOOL	40.0	Highest	$256,055	$30,349	$286,404
Jan Paul Hormillosa	DIRECTOR OF DEVELOPMENT	40.0	Highest	$225,116	$36,464	$261,580
Mark Poelle	DIRECTOR OF FACILITIES	40.0	Highest	$219,623	$46,992	$266,615
Pedro Morales	DIRECTOR OF ATHLETICS AND CO-DIRECTOR OF INCLUSION, DIVERSITY AND COMMUNITY	40.0	Highest	$230,951	$37,326	$268,277

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	$39,836,410	$36,780,414	$205,867,572	$3,055,996
2024	$39,673,425	$36,493,563	$199,408,386	$3,179,862
2023	$33,993,313	$34,309,360	$190,475,572	$-316,047
2022	$34,253,795	$32,516,419	$187,710,116	$1,737,376
2021	$33,366,978	$35,441,102	$170,289,488	$-2,074,124
2020	$30,766,748	$30,039,631	$160,988,227	$727,117
2019	$34,318,688	$29,023,618	$170,261,710	$5,295,070
2018	$30,788,172	$24,968,981	$162,243,515	$5,819,191