THE SWAIN SCHOOL (EIN 231370506) - 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

1929

Legal Domicile

Principal Officer

ADRIANNE FINLEY ODELL

Phone

6108684744

Tax Period

2024-07-01 to 2025-06-30

Mission

TO SUPPORT MORAVIAN ACADEMY THROUGH MANAGEMENT, ADMINISTRATION, INVESTMENT, AND DISPOSITION OF ENDOWMENT, RESTRICTED FUNDS, AND OTHER ASSETS IN ITS POSSESSION.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

N/A

Volunteers

N/A

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

$585,222

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI SCHOENEMAN	CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTIAN RICE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MATTHEW MCQUEEN	TREASURER	2.00	Officer Director	$0	$0	$0
AMY AHART	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARLES NIFONG	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH LANDRIGAN	TRUSTEE	2.00	Director	$0	$0	$0
ADRIANNE FINLEY ODELL	HEAD OF SCHOOL	0.00	Officer	$0	$29,000	$437,844
MATTHEW PIROLLO	CHIEF FINANCIAL AND OPERAT	0.00	Officer	$0	$14,378	$147,378

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	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$7,732,791	$8,092,722	$7,781,595	$-359,931
2021	$8,037,808	$7,425,431	$8,263,553	$612,377
2020	$9,024,592	$8,626,712	$8,288,748	$397,880
2019	$8,275,707	$8,182,342	$8,157,223	$93,365
2018	$9,105,147	$8,224,499	$7,523,373	$880,648

THE SWAIN SCHOOL