EPIPHANY SCHOOL (EIN 237014921) - 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

1969

Legal Domicile

Principal Officer

JENNIFER B ELKIN

Phone

2063239011

Tax Period

2024-07-01 to 2025-06-30

EPIPHANY SCHOOL, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $12.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $30.9M represent 29 months of operating reserves.

Mission

INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROX. 276 CHILDREN FROM THE GREATER SEATTLE AREA IN PRE-K THROUGH GRADE 5.

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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 $1,615,945

Program Service Revenue $10,626,684

Investment Income $447,273

Other Revenue $-46,941

TOTAL REVENUE $12,642,961

Expense Breakdown

Grants Paid $1,000,318

Salaries & Benefits $8,114,677

Fundraising Expenses $1,117,095

Program Expenses $8,639,315

Other Expenses $3,335,517

TOTAL EXPENSES $12,569,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,642,961	$11,351,935	+0.1%
Expenses	$12,569,957	$11,685,710	+0.1%
Net Income	$73,004	$-333,775	-1.2%

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

121

Volunteers

210

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

$577,972

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE FALCK	PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD KOO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA HANS	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF SHIU	SECRETARY	1.00	Officer Director	$0	$0	$0
SOMANY AN	TRUSTEE	1.00	Director	$0	$0	$0
REB BANGERT	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BLACKWELL	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE BUTLER	TRUSTEE	1.00	Director	$0	$0	$0
JENNY CUMMINS	TRUSTEE	1.00	Director	$0	$0	$0
MANDY GANDT	TRUSTEE	1.00	Director	$0	$0	$0
EMILY GEORGE	TRUSTEE	1.00	Director	$0	$0	$0
NICK GLASSMAN	TRUSTEE	1.00	Director	$0	$0	$0
JAY GOYAL	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN HANSEN	TRUSTEE	1.00	Director	$0	$0	$0
BOB HENRY	TRUSTEE	1.00	Director	$0	$0	$0
ERIN LEA	TRUSTEE	1.00	Director	$0	$0	$0
KYE LEE	TRUSTEE	1.00	Director	$0	$0	$0
ROB PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
CORRIE ROSEN	TRUSTEE	1.00	Director	$0	$0	$0
JOANNA SMITH	TRUSTEE	1.00	Director	$0	$0	$0
PETER TRUE	TRUSTEE	1.00	Director	$0	$0	$0
JENN ELKIN	HEAD OF SCHOOL	40.00	Officer	$318,335	$62,554	$380,889
RAFAEL RAMIREZ	DIR OF FINANCE AND OPERATIONS	40.00	Officer	$174,143	$22,940	$197,083
GREG JONES	DIR OF ADMISSIONS & ENROLLMENT MGMT	40.00	Highest	$150,098	$21,385	$171,483
CELIA RUSSO	LOWER ELEMENTARY DIVISION HEAD	40.00	Highest	$131,407	$21,078	$152,485
LAUREN SMITH	DIR OF DEVELOPMENT	40.00	Highest	$141,382	$9,641	$151,023
ALLISEN HAWORTH	UPPER ELEMENTARY DIVISION HEAD	40.00	Highest	$139,148	$20,022	$159,170
LONNIE HERRING	BUSINESS MANAGER	40.00	Highest	$121,979	$18,364	$140,343

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	$12,642,961	$12,569,957	$41,738,150	$73,004
2024	No data	No data	No data	No data
2023	$10,865,578	$10,436,838	$37,151,947	$428,740
2022	$10,210,846	$9,459,987	$35,459,205	$750,859
2021	$10,306,014	$8,790,341	$36,455,927	$1,515,673
2020	$7,725,550	$7,868,782	$27,175,129	$-143,232
2019	$7,170,339	$7,748,831	$27,771,888	$-578,492
2018	$6,874,930	$7,492,887	$28,103,822	$-617,957

EPIPHANY SCHOOL