THE STONEHAVEN SCHOOL (EIN 201108972) - 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

2004

Legal Domicile

Principal Officer

BRETT EDWARDS

Tax Period

2023-07-01 to 2024-06-30

THE STONEHAVEN SCHOOL, founded in 2004, is a community nonprofit in the Education sector that reported $5.4M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 19% operating margin.

Mission

The Stonehaven School exists to glorify God by cultivating truth, goodness, and beauty in students through a distinctly Christ-centered classical education.

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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 $1,106,636

Program Service Revenue $4,240,561

Investment Income $33,232

Other Revenue $38,275

TOTAL REVENUE $5,418,704

Expense Breakdown

Grants Paid $1,005,880

Salaries & Benefits $2,207,886

Fundraising Expenses $213,009

Program Expenses $3,549,167

Other Expenses $1,119,839

TOTAL EXPENSES $4,367,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,418,704	$3,908,023	+0.4%
Expenses	$4,367,305	$3,579,804	+0.2%
Net Income	$1,051,399	$328,219	+2.2%

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

$172,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT EDWARDS	HEAD OF SCHOOL	40.00	Officer	$134,000	$38,300	$172,300
CHRISTY WINSTON	BOARD MEMBER	2.00	Director	$0	$0	$0
LOVELL WHITE	BOARD MEMBER	2.00	Director	$0	$0	$0
CRAIG ANDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BRAD RESPESS	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN MARKS	BOARD MEMBER	2.00	Director	$0	$0	$0
STUART HARVEY	CHAIR	2.00	Officer Director	$0	$0	$0
BRAD OST	SECRETARY	2.00	Officer Director	$0	$0	$0
ANDY WILKINSON	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES HOFFMAN	VICE CHAIR	2.00	Officer Director	$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	No data	No data	No data	No data
2024	$5,418,704	$4,367,305	$5,819,904	$1,051,399
2023	$3,908,023	$3,579,804	$4,794,646	$328,219
2022	$3,119,372	$2,834,987	$4,416,493	$284,385
2021	$2,646,234	$2,152,013	$3,963,563	$494,221
2020	$2,157,026	$1,621,014	$1,904,076	$536,012
2019	$1,444,450	$1,395,013	$865,905	$49,437
2018	$1,302,789	$1,288,787	$431,326	$14,002

THE STONEHAVEN SCHOOL