BENCHMARK SCHOOL (EIN 231728895) - 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

1970

Legal Domicile

Principal Officer

JOSEPH MCPEAK

Phone

6105653741

Tax Period

2022-07-01 to 2023-06-30

BENCHMARK SCHOOL, founded in 1970, is a mid-sized nonprofit that reported $12.6M in total revenue in fiscal year 2022. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 22% operating margin.

Mission

TO HELP BRIGHT STUDENTS WHO LEARN DIFFERENTLY DEVELOP INTO CONFIDENT, STRATEGIC PROBLEM-SOLVERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,860,141

Program Service Revenue $9,217,044

Investment Income $560,494

Other Revenue $0

TOTAL REVENUE $12,637,679

Expense Breakdown

Grants Paid $1,527,210

Salaries & Benefits $5,823,752

Fundraising Expenses $406,253

Program Expenses $8,023,221

Other Expenses $2,532,563

TOTAL EXPENSES $9,883,525

Year-over-Year Comparison

	2022	2021	Change
Revenue	$12,637,679	$10,563,762	+0.2%
Expenses	$9,883,525	$9,414,425	+0.0%
Net Income	$2,754,154	$1,149,337	+1.4%

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

118

Volunteers

107

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

$317,306

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN B ROGERS	CHAIR	5.00	Officer Director	$0	$0	$0
WENDI CHASE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CHARLIE BRAMLEY CPA	TREASURER	0.50	Officer Director	$0	$0	$0
GREG COLEMAN	SECRETARY	0.50	Officer Director	$0	$0	$0
DAN BERGER	BOARD TRUSTEE	0.50	Director	$0	$0	$0
MICHELLE BOGOSIAN	BOARD TRUSTEE	0.50	Director	$0	$0	$0
AMANDA BRUNO	BOARD TRUSTEE	0.50	Director	$0	$0	$0
DR BETSY CUNICELLI	BOARD TRUSTEE	0.50	Director	$0	$0	$0
NICHOLAS KEMP JR	BOARD TRUSTEE	0.50	Director	$0	$0	$0
LEONARD DESTEFANO	BOARD TRUSTEE	0.50	Director	$0	$0	$0
ANNE RICE-BURGESS	BOARD TRUSTEE	0.50	Director	$0	$0	$0
ANDREW ROGERS	BOARD TRUSTEE	0.50	Director	$0	$0	$0
CHARLES RYAN	BOARD TRUSTEE	0.50	Director	$0	$0	$0
MICHELE TODD	BOARD TRUSTEE	0.50	Director	$0	$0	$0
JAMES VINER	BOARD TRUSTEE	0.50	Director	$0	$0	$0
SARAH WILLIE-LEBRETON	BOARD TRUSTEE	0.50	Director	$0	$0	$0
KRISTEN YERGER	BPA PRESIDENT	0.50	Director	$0	$0	$0
DR IRENE GASKINS EMERITUS	BOARD TRUSTEE	0.50	Director	$0	$0	$0
DR HOWARD R MARCUS EMERITUS	BOARD TRUSTEE	0.50	Director	$0	$0	$0
CHRISTOPHER HANCOCK	HEAD OF SCHOOL	40.00	Officer	$312,292	$5,014	$317,306
ELEANOR GENSEMER	HEAD OF MIDDLE SCHOOL	40.00	Highest	$121,895	$2,222	$124,117
LOUSIA HENSHEW	DIR OF DEVELOP & PARENT EN	40.00	Highest	$117,898	$2,375	$120,273
SARA LAIRD RETIRED 06302023	HEAD OF LOWER SCHOOL	40.00	Highest	$130,314	$2,447	$132,761
ALYCE A CALLISON	DIR OF MARKETING & COMMUNICATIONS	40.00	Highest	$111,731	$2,112	$113,843
ADAM LEMISCH	DIR OF CHILD & FAMILY SUPPORT SERVICES	40.00	Highest	$113,847	$2,151	$115,998

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	$12,637,679	$9,883,525	$25,552,461	$2,754,154
2022	$10,563,762	$9,414,425	$22,463,904	$1,149,337
2021	$9,439,823	$8,863,793	$23,395,115	$576,030
2020	$8,774,896	$8,764,602	$20,938,091	$10,294
2019	$8,451,254	$8,788,250	$20,670,730	$-336,996
2018	$9,043,289	$7,863,567	$20,694,108	$1,179,722

BENCHMARK SCHOOL