School for Esoteric Studies Inc (EIN 131832805) - 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

1956

Legal Domicile

Principal Officer

Allison First

Phone

8282254272

Tax Period

2024-01-01 to 2024-12-31

School for Esoteric Studies Inc, founded in 1956, is a small nonprofit in the Education sector that reported $151K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 28% operating margin.

Mission

To train people in the Ageless Wisdom teachings and practice.

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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 $84,660

Program Service Revenue $0

Investment Income $65,970

Other Revenue $0

TOTAL REVENUE $150,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,870

Fundraising Expenses $2,599

Program Expenses $71,782

Other Expenses $27,953

TOTAL EXPENSES $107,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,630	$88,319	+0.7%
Expenses	$107,823	$107,159	+0.0%
Net Income	$42,807	$-18,840	-3.3%

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

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

$30,090

Total Directors

$40,090

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allison First	Interim ED - December 2024	32.00	Officer	$0	$0	$0
Gail Jolley	Executive Director	32.00	Officer Director	$30,090	$0	$30,090
Jane Shaw	Treasurer	10.00	Officer Director	$0	$0	$0
Miguel Malagreca	Outreach	30.00	Director	$10,000	$0	$10,000

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	$150,630	$107,823	$1,420,931	$42,807
2023	$88,319	$107,159	$1,316,716	$-18,840
2022	$107,302	$108,913	$1,217,849	$-1,611
2021	$125,107	$107,521	$1,502,489	$17,586
2020	$97,446	$102,447	$1,385,850	$-5,001
2019	$93,072	$127,338	$1,274,548	$-34,266
2018	$192,784	$141,206	$1,130,337	$51,578

School for Esoteric Studies Inc