THE HARVEY SCHOOL (EIN 131740454) - 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

1916

Legal Domicile

Principal Officer

WILLIAM J KNAUER

Phone

9142323161

Tax Period

2023-07-01 to 2024-06-30

THE HARVEY SCHOOL, founded in 1916, is a mid-sized nonprofit in the Education sector that reported $22.4M in total revenue in fiscal year 2023.

Mission

A COEDUCATIONAL COLLEGE-PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6-12.

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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 $1,453,178

Program Service Revenue $20,647,066

Investment Income $314,605

Other Revenue $-11,677

TOTAL REVENUE $22,403,172

Expense Breakdown

Grants Paid $3,441,725

Salaries & Benefits $12,176,170

Fundraising Expenses $1,343,375

Program Expenses $17,517,863

Other Expenses $6,940,641

TOTAL EXPENSES $22,603,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,403,172	$21,791,272	+0.0%
Expenses	$22,603,856	$21,496,838	+0.1%
Net Income	$-200,684	$294,434	-1.7%

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

185

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

$543,717

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EILEEN WALKER	CHAIR	6.00	Officer Director	$0	$0	$0
PHILIP BOWERS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
ANDREA TESSLER	TREASURER	3.00	Officer Director	$0	$0	$0
JERRI-LYNN GALGANO	SECRETARY	3.00	Officer Director	$0	$0	$0
PAUL AARON	TRUSTEE	1.50	Director	$0	$0	$0
LESLIE BERNIE	TRUSTEE	1.50	Director	$0	$0	$0
LARA CASANO	TRUSTEE	1.50	Director	$0	$0	$0
KEVIN DURKIN	TRUSTEE	1.50	Director	$0	$0	$0
ASHLEY FOOTE	TRUSTEE	1.50	Director	$0	$0	$0
JONATHAN KASS	TRUSTEE	1.50	Director	$0	$0	$0
RONICE LATTA	TRUSTEE	1.50	Director	$0	$0	$0
WENDY LEDERER	TRUSTEE	1.50	Director	$0	$0	$0
DONNA LEONE	TRUSTEE	1.50	Director	$0	$0	$0
LINDSEY LYNCH	TRUSTEE	1.50	Director	$0	$0	$0
JOSEPH PLUMMER	TRUSTEE	1.50	Director	$0	$0	$0
GREGG ROBERTS	TRUSTEE	1.50	Director	$0	$0	$0
ELIZABETH SCHWARTZ	TRUSTEE	1.50	Director	$0	$0	$0
WALLACE SCHWARTZ	TRUSTEE	1.50	Director	$0	$0	$0
DAWANNA VENEABLE	TRUSTEE	1.50	Director	$0	$0	$0
CLIFFORD WALLACH	TRUSTEE	1.50	Director	$0	$0	$0
J ERIC WISE	TRUSTEE	1.50	Director	$0	$0	$0
EDWARD KELLY	TRUSTEE	1.50	Director	$0	$0	$0
WILLIAM J KNAUER	PRESIDENT & HEAD OF SCHOOL	40.00	Officer	$305,978	$81,449	$387,427
ALEXANDER BROOKS-BARR	DIRECTOR OF FINANCE & OPERATIONS	40.00	Officer	$153,000	$3,290	$156,290
PHILIP LAZZARO	HEAD OF UPPER SCHOOL	40.00	Highest	$157,626	$73,746	$231,372
BRENDAN BYRNE	HEAD OF MIDDLE SCHOOL	40.00	Highest	$152,949	$16,278	$169,227
VINCENT ALEXANDER	DIRECTOR OF PERFORMING ARTS	40.00	Highest	$138,364	$75,380	$213,744
RICHARD RYERSON	DIR. OF BLDG & GRDS- THROUGH 6/3/24	40.00	Highest	$135,070	$64,238	$199,308
WILLIAM MENA	DIR. OF ADMISSIONS- THROUGH 12/31/23	40.00	Highest	$134,279	$39,350	$173,629

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
2024	$22,403,172	$22,603,856	$33,178,350	$-200,684
2023	$21,791,272	$21,496,838	$32,452,273	$294,434
2022	$22,516,238	$19,659,151	$30,983,557	$2,857,087
2021	$19,988,341	$17,748,661	$30,358,551	$2,239,680
2020	$18,435,312	$17,865,328	$27,923,976	$569,984
2019	$19,431,726	$18,407,402	$27,031,134	$1,024,324
2018	$15,856,587	$15,127,571	$26,205,703	$729,016

THE HARVEY SCHOOL