THE COOPER SCHOOL

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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

2007

Legal Domicile

Principal Officer

MERLIN HENKEL

Phone

8435731033

Tax Period

2023-07-01 to 2024-06-30

THE COOPER SCHOOL, founded in 2007, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 5% surplus.

Mission

WE ELEVATE EDUCATION BY RECOGNIZING HOW CHILDREN LEARN IS AS IMPORTANT AS WHAT THEY LEARN.

Program Service Accomplishments

Program 1

Expenses: $2,648,592 Revenue: $3,116,040

AT THE COOPER SCHOOL, WE REDEFINE LEARNING. OUR UNIQUE APPROACH VALUES INDIVIDUALITY, FOSTERS PERSONAL GROWTH, AND DEVELOPS WELL-ROUNDED AND WELL PREPARED STUDENTS READY FOR AN EVER-CHANGING WORLD...

AT THE COOPER SCHOOL, WE REDEFINE LEARNING. OUR UNIQUE APPROACH VALUES INDIVIDUALITY, FOSTERS PERSONAL GROWTH, AND DEVELOPS WELL-ROUNDED AND WELL PREPARED STUDENTS READY FOR AN EVER-CHANGING WORLD. OUR CORE VALUES ACADEMIC EXCELLENCE, INQUIRY, INNOVATION, EMPATHY, COMMUNITY, AND SUSTAINABILITY FORM THE BASIS OF OUR CURRICULUM AND SCHOOL CULTURE. WE BALANCE HIGH STUDENT ENGAGEMENT AND EXCEPTIONAL SOCIAL EMOTIONAL LEARNING WITH CONTENT SPECIFIC ACADEMIC RIGOR. ACTIVE LEARNING AND REAL-WORLD SKILLS STUDENTS AT TCS TAKE THE LEAD THROUGH PROJECT-BASED LEARNING, REFLECTIVE ASSESSMENT PRACTICES, AND REAL-WORLD EXPERIENCES. (CONTINUED ON SCH. O)

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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 $143,184

Program Service Revenue $3,095,940

Investment Income $44,946

Other Revenue $45,615

TOTAL REVENUE $3,329,685

Expense Breakdown

Grants Paid $479,434

Salaries & Benefits $1,472,110

Fundraising Expenses $115,446

Program Expenses $2,648,592

Other Expenses $1,208,454

TOTAL EXPENSES $3,159,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,329,685	$2,567,361	+0.3%
Expenses	$3,159,998	$2,579,436	+0.2%
Net Income	$169,687	$-12,075	-15.1%

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

$190,576

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCI BELL RESIGNED	HEAD OF SCHO	40.00	Officer	$190,576	$0	$190,576
MELISSA BROOKS RESIGNED	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID COUEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH KANE TERM ENDED	CHAIRMAN	2.00	Officer Director	$0	$0	$0
STEVEN KLEINMAN TERM ENDED	TREASURER	2.00	Officer Director	$0	$0	$0
HAILEY FENNELL	BOARD MEMBER	2.00	Director	$0	$0	$0
STEFI GREEN	CO-CHAIR	2.00	Officer Director	$0	$0	$0
KATHERINE HASTIE	CO-CHAIR	5.00	Officer Director	$0	$0	$0
ANTHONY JAMES	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBIE SCREINER	SECRETARY	2.00	Officer Director	$0	$0	$0
ABIGAIL WALSH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN WARREN	TREASURER	2.00	Officer Director	$0	$0	$0
CAITLIN WORSHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
MERLIN HENKEL	INTERIM HEAD	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	No data	No data	No data	No data
2024	$3,329,685	$3,159,998	$4,695,112	$169,687
2023	$2,567,361	$2,579,436	$4,921,877	$-12,075
2023	No data	No data	No data	No data
2022	$2,408,069	$1,984,952	$4,766,637	$423,117
2021	$2,081,402	$1,848,183	$3,537,621	$233,219