DALTON SCHOOLS INC (EIN 132751872) - 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

1919

Legal Domicile

Principal Officer

JOSE MANUEL DE JESUS

Phone

2124235200

Tax Period

2023-07-01 to 2024-06-30

DALTON SCHOOLS INC, founded in 1919, is a major nonprofit in the Education sector that reported $107.4M in total revenue in fiscal year 2023. Expenses of $103.3M left a modest 4% surplus.

Mission

TO PROVIDE AN EXCELLENT EDUCATION THAT MEETS EACH STUDENT'S INTERESTS, ABILITIES AND NEEDS.

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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 $9,044,821

Program Service Revenue $82,807,080

Investment Income $14,433,529

Other Revenue $1,082,621

TOTAL REVENUE $107,368,051

Expense Breakdown

Grants Paid $13,384,310

Salaries & Benefits $57,853,481

Fundraising Expenses $2,765,466

Program Expenses $90,229,404

Other Expenses $32,040,382

TOTAL EXPENSES $103,278,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,368,051	$110,777,355	0.0%
Expenses	$103,278,173	$98,572,032	+0.0%
Net Income	$4,089,878	$12,205,323	-0.7%

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

632

Volunteers

N/A

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

$1,596,347

Total Directors

$1,201,461

Key Employees

$1,439,683

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALY JEDDY	PRESIDENT	10.00	Officer Director	$0	$0	$0
ALEXANDER ROBINSON	TREASURER	2.00	Officer Director	$0	$0	$0
BRUCE MENIN	SECRETARY	2.00	Officer Director	$0	$0	$0
ALICIN WILLIAMSON	TRUSTEE	2.00	Director	$0	$0	$0
ANGELICA ESTEVEZ	PA PRESIDENT/COUNCIL CHAIR	2.00	Director	$0	$0	$0
ANNE-CARMENE ALMONORD	TRUSTEE	2.00	Director	$0	$0	$0
ARIELA DUBLER	TRUSTEE.	2.00	Director	$0	$0	$0
BECKA VARGUS KATZ	TRUSTEE	2.00	Director	$0	$0	$0
DAVID SAMBUR	TRUSTEE	2.00	Director	$0	$0	$0
DE JESUS JOSE MANUEL	HEAD OF SCHOOL	40.00	Officer Director	$1,016,201	$61,199	$1,077,400
DEIDRE STANLEY	TRUSTEE	2.00	Director	$0	$0	$0
DURRE NABI	TRUSTEE	2.00	Director	$0	$0	$0
ERICA KLEIN	TRUSTEE	2.00	Director	$0	$0	$0
JAMES SIMMONS	TRUSTEE	2.00	Director	$0	$0	$0
JON GELB	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH FRANKEN	ALUMNI COUNCIL PRESIDENT	2.00	Director	$0	$0	$0
JUSTIN RICHARDSON	TRUSTEE	2.00	Director	$0	$0	$0
MARK CHAN	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE AWUKU-TATUM	TRUSTEE	2.00	Director	$0	$0	$0
ROB SPEYER	TRUSTEE	2.00	Director	$0	$0	$0
RONNIE ABRAMS	TRUSTEE	2.00	Director	$0	$0	$0
SARINA SANANJDAJI	TRUSTEE	2.00	Director	$0	$0	$0
SHEREE CHIOU	TRUSTEE	2.00	Director	$0	$0	$0
SHIRA KOHN	FACULTY REP & TEACHER	40.00	Director	$86,529	$37,532	$124,061
SUSAN SHOLINSKY	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL HWANG	ASST HOS FOR OPERATIONS AND CFO	40.00	Officer	$457,748	$61,199	$518,947
CELESTE HERRERA	ASST HOS FOR ACAD ADMIN	40.00	Key Emp	$464,443	$57,983	$522,426
GILLIAN TODD	FIRST PROGRAM DIRECTOR	40.00	Key Emp	$276,743	$39,939	$316,682
LAWRENCE JOSEPH MITCHELL	CHIEF ADVANCEMENT OFFICER	40.00	Key Emp	$258,374	$40,870	$299,244
LORYN MARIE CROOT	HIGH SCHOOL DIRECTOR	40.00	Key Emp	$261,394	$39,937	$301,331
EDWARD FRISCHLING	DIRECTOR OF ATHLETICS AND PE	40.00	Highest	$344,248	$77,601	$421,849
ELISABETH KRENTS	DIRECTOR OF ADMISSIONS	40.00	Highest	$266,263	$55,724	$321,987
ELLEN C STEIN	SPECIAL ADVISOR TO HEAD OF SCHOOL	40.00	Highest	$289,075	$61,334	$350,409
JOHN NEIERS	DIRECTOR OF TECHNOLOGY	40.00	Highest	$303,898	$55,935	$359,833
MARSHA YUAN	DIRECTOR OF FINANCE	40.00	Highest	$376,768	$59,225	$435,993
JAMES BEST	FORMER HEAD OF SCHOOL	0.00		$412,000	$0	$412,000

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
2025	No data	No data	No data	No data
2024	$107,368,051	$103,278,173	$289,382,113	$4,089,878
2023	$110,777,355	$98,572,032	$284,093,708	$12,205,323
2022	$98,396,076	$93,666,007	$246,644,269	$4,730,069
2021	$87,154,384	$95,937,721	$268,184,018	$-8,783,337
2020	$90,558,973	$82,996,922	$250,410,973	$7,562,051
2019	$80,050,092	$81,438,602	$254,955,328	$-1,388,510
2018	$91,560,732	$78,339,938	$251,102,217	$13,220,794

DALTON SCHOOLS INC