ST MICHAEL'S EPISCOPAL SCHOOL INC (EIN 201384329) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

MIKE JACKSON

Phone

8042723514

Tax Period

2023-07-01 to 2024-06-30

SMSC INC, founded in 2005, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2017. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $672K, a strong 49% operating margin.

Mission

ST. MICHAEL'S EPISCOPAL SCHOOL NURTURES THE SPIRIT, IGNITES THE MIND, AND CELEBRATES CHILDHOOD IN A COMMUNITY OF LOVE, AFFIRMATION, AND BELONGING THAT FOSTERS EDUCATIONAL EXCELLENCE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $607,981

Program Service Revenue $6,153,432

Investment Income $95,492

Other Revenue $-2,698

TOTAL REVENUE $6,854,207

Expense Breakdown

Grants Paid $218,825

Salaries & Benefits $4,187,774

Fundraising Expenses $123,406

Program Expenses $5,760,302

Other Expenses $2,492,513

TOTAL EXPENSES $6,899,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,854,207	$6,660,205	+0.0%
Expenses	$6,899,112	$6,720,882	+0.0%
Net Income	$-44,905	$-60,677	-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

175

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

$431,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD WINTSCH	DIRECTOR	2.00	Director	$0	$0	$0
LAURA HAMLIN WEILER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES WARREN JR	DIRECTOR	2.00	Director	$0	$0	$0
KELSEY SALLEY	DIRECTOR	2.00	Director	$0	$0	$0
VICKI BERNICE LATHAM-SOLOMAN	DIRECTOR	2.00	Director	$0	$0	$0
LYNN CROWDER GREER	DIRECTOR	2.00	Director	$0	$0	$0
JEUNEE J GODSEY	DIRECTOR	2.00	Director	$0	$0	$0
ERIN RICHARDSON CARVER	DIRECTOR	2.00	Director	$0	$0	$0
MEGAN MANN	SECRETARY	2.00	Officer Director	$0	$0	$0
WARD GOOD	TREASURER	2.00	Officer Director	$0	$0	$0
PHILIP STRUNK	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
BETH MURPHY ROLLINS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MICHAEL K JACKSON	DIRECTOR OF FINANACE	50.00	Officer	$107,097	$5,086	$112,183
ROBERT E GREG III	HEAD OF SCHOOL	40.00	Officer	$275,814	$43,765	$319,579

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	$6,854,207	$6,899,112	$29,025,607	$-44,905
2023	$6,660,205	$6,720,882	$29,209,552	$-60,677
2022	$2,023,758	$1,214,349	$27,233,893	$809,409
2021	$1,066,235	$958,820	$26,129,099	$107,415
2020	$7,414,588	$1,244,004	$25,989,899	$6,170,584
2019	$1,130,528	$1,223,624	$19,973,239	$-93,096
2018	$1,368,900	$696,746	$20,777,135	$672,154

ST MICHAEL'S EPISCOPAL SCHOOL INC