STONE BRIDGE SCHOOL (EIN 161725175) - 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

2005

Legal Domicile

Principal Officer

LISA MEYERS

Phone

7072525522

Tax Period

2024-07-01 to 2025-06-30

STONE BRIDGE SCHOOL, founded in 2005, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $3.2M left a modest 14% surplus.

Mission

THE CHARTER SCHOOL WILL EMPOWER EVERY STUDENT TO BE A LIFELONG LEARNER WITH ESSENTIAL SKILLS AND KNOWLEDGE UTILIZING AN EDUCATIONAL PROGRAM INSPIRED BY WALDORF EDUCATION METHODS.

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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 $3,450,272

Program Service Revenue $223,588

Investment Income $78,453

Other Revenue $0

TOTAL REVENUE $3,752,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,595,624

Fundraising Expenses $0

Program Expenses $2,438,550

Other Expenses $622,495

TOTAL EXPENSES $3,218,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,752,313	$3,485,640	+0.1%
Expenses	$3,218,119	$3,066,906	+0.0%
Net Income	$534,194	$418,734	+0.3%

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

150

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

$137,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA GIUSTI	VP/CLASS REP	40.00	Officer Director	$0	$0	$0
MARTHA CLEMENTS	FACULTY REP	40.00	Director	$0	$0	$0
HEIDI SOLDINGER	PARENT CONCL	2.00	Director	$0	$0	$0
MEREDITH FITZGERALD	PARENT AT LA	2.00	Director	$0	$0	$0
MELISSA HABERMAN	PARENT MEM/C	2.00	Officer Director	$0	$0	$0
RICHARD BECK	COMMUNITY ME	2.00	Director	$0	$0	$0
MARIA MARTINEZ	SECRETARY/CO	2.00	Officer Director	$0	$0	$0
BIRHA MCCANN	COM MEM/CO-C	2.00	Officer Director	$0	$0	$0
JAMES BROWN	EXECUTIVE DI	40.00	Officer	$137,495	$0	$137,495
LISA MEYERS	EXECUTIVE DI	40.00	Officer	$0	$0	$0

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	$3,752,313	$3,218,119	$3,809,654	$534,194
2024	No data	No data	No data	No data
2023	$3,025,008	$2,655,397	$3,151,507	$369,611
2022	$3,385,784	$2,972,608	$2,229,880	$413,176
2021	$2,603,261	$2,438,331	$2,338,492	$164,930
2020	$2,677,705	$2,493,350	$1,941,168	$184,355
2020	$2,677,705	$2,493,350	$1,941,168	$184,355
2019	$2,742,430	$2,590,340	$1,473,164	$152,090
2018	$2,535,328	$2,378,327	$1,152,858	$157,001

STONE BRIDGE SCHOOL