THE HUN SCHOOL OF PRINCETON (EIN 210639868) - 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

1943

Legal Domicile

Principal Officer

STEFANIE CONNELL

Phone

6099217600

Tax Period

2023-07-01 to 2024-06-30

THE HUN SCHOOL OF PRINCETON, founded in 1943, is a mid-sized nonprofit in the Education sector that reported $47.1M in total revenue in fiscal year 2023. Expenses of $44.1M left a modest 6% surplus.

Mission

TO EMPOWER EACH STUDENT TO THRIVE IN A DIVERSE & EVERCHANGING WORLD BY (CONTINUED ON SCHEDULE O) NURTURING RESILIENT CHARACTER, PROVIDING INDIVIDUAL MENTORSHIP & INSPIRING VIGOROUS & JOYFUL LEARNING

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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 $4,527,452

Program Service Revenue $39,346,916

Investment Income $2,765,098

Other Revenue $461,643

TOTAL REVENUE $47,101,109

Expense Breakdown

Grants Paid $5,174,399

Salaries & Benefits $24,942,987

Fundraising Expenses $1,928,581

Program Expenses $38,070,991

Other Expenses $14,008,165

TOTAL EXPENSES $44,125,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,101,109	$44,727,483	+0.1%
Expenses	$44,125,551	$42,467,268	+0.0%
Net Income	$2,975,558	$2,260,215	+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

342

Volunteers

200

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

$805,437

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MCGLORY MICHEL	CHAIR/PRESIDENT	1.00	Officer Director	$0	$0	$0
DANNER RIEBE	VICE CHAIR/VP	1.00	Officer Director	$0	$0	$0
NIKKI ALPERT	SECRETARY	1.00	Officer Director	$0	$0	$0
ROLANDO ACOSTA	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD BREEN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL DIVERIO	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIANA FOGLIO	TRUSTEE (THRU 02/24)	1.00	Director	$0	$0	$0
PETER FONSECA	TRUSTEE	1.00	Director	$0	$0	$0
JOHNNY TY FUNG	TRUSTEE	1.00	Director	$0	$0	$0
XAVIER GOSS	TRUSTEE	1.00	Director	$0	$0	$0
KERRY KANDEL	TRUSTEE	1.00	Director	$0	$0	$0
ALICIA KLOSOWSKI TILLMAN	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN C LOGUE	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW H MONFRIED	TRUSTEE (THRU 10/23)	1.00	Director	$0	$0	$0
HERMAN PENNER	TRUSTEE	1.00	Director	$0	$0	$0
RALPH PISANI	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL J RENNA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SIEGEL	TRUSTEE	1.00	Director	$0	$0	$0
WAYNE SLAPPY	TRUSTEE	1.00	Director	$0	$0	$0
FELICIA SPITZ	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIAN B BRONK	HEAD OF SCHOOL	40.00	Officer	$210,954	$48,490	$259,444
STEFANIE J CONNELL	CHIEF FINANCIAL OFFICER	40.00	Officer	$278,250	$44,933	$323,183
ALEXIS BROCK	CHIEF ADVANCEMENT OFFICER	40.00	Officer	$203,979	$18,831	$222,810
RYAN K HEWS	HEAD OF UPPER SCHOOL	40.00	Highest	$221,314	$23,644	$244,958
KENNETH J WEINSTEIN	HEAD OF MIDDLE SCHOOL	40.00	Highest	$199,490	$19,288	$218,778
JOHN M CHAYKOWSKY	DIRECTOR OF OPERATION	40.00	Highest	$181,520	$24,447	$205,967
MAUREEN LEMING	CHIEF MARKETING OFFICER	40.00	Highest	$159,445	$88,180	$247,625
SEAN COSTELLO	CO-DIRECTOR OF ATHLETICS	40.00	Highest	$170,788	$36,551	$207,339
JONATHAN G BROUGHAM	FORMER HEAD OF SCHOOL	40.00		$265,308	$44,235	$309,543
STEVEN C BRISTOL	FORMER ASST HEAD OF ENROLLMENT	40.00		$106,158	$20,429	$126,587

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	$47,101,109	$44,125,551	$88,494,978	$2,975,558
2023	$44,727,483	$42,467,268	$83,284,332	$2,260,215
2022	$40,341,357	$40,702,268	$78,689,879	$-360,911
2021	$40,315,615	$37,923,403	$86,569,410	$2,392,212
2020	$36,289,404	$34,962,263	$83,313,754	$1,327,141
2019	$39,899,586	$35,271,627	$79,489,856	$4,627,959
2018	$44,352,171	$34,227,594	$76,618,616	$10,124,577

THE HUN SCHOOL OF PRINCETON