Meredith-Dunn School Inc

EIN: 237339248 501(c)(3)

Louisville, KY

Total Revenue
$3,473,256
Total Expenses
$3,592,867
Total Assets
$4,230,843
Net Assets
$3,603,845
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
KY
Principal Officer
Rebecca Roberts
Phone
5024565819
Tax Period
2023-06-01 to 2024-05-31

Meredith-Dunn School Inc, founded in 1973, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

To provide perspective instruction in a nurturing environment designed to empower students who learn differently in becoming accomplished learners and resilient individuals.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $877,996
Program Service Revenue $2,569,918
Investment Income $2,433
Other Revenue $22,909
TOTAL REVENUE $3,473,256

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,693,663
Fundraising Expenses $101,943
Program Expenses $2,573,810
Other Expenses $884,419
TOTAL EXPENSES $3,592,867

Year-over-Year Comparison

2023 2022 Change
Revenue $3,473,256 $3,722,790 -0.1%
Expenses $3,592,867 $3,638,593 0.0%
Net Income $-119,611 $84,197 -2.4%
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

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Governance

Voting Members
13
Independent Members
13
Employees
75
Volunteers
12

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
7
$218,639
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Steve DeWeese Chair 1.00
Officer Director
$0 $0 $0
Reed Weinberg Vice Chair 1.00
Officer Director
$0 $0 $0
Ray Dickison Treasurer 1.00
Officer Director
$0 $0 $0
Jeff Rogers Secretary 1.00
Officer Director
$0 $0 $0
William Bennett Jr Trustee 1.00
Director
$0 $0 $0
Tom Boblitt Trustee 1.00
Director
$0 $0 $0
Jan Kottke Trustee 1.00
Director
$0 $0 $0
Mark Lichtefeld Trustee 1.00
Director
$0 $0 $0
Robin Lusk Trustee 1.00
Director
$0 $0 $0
Rory McMahan Trustee 1.00
Director
$0 $0 $0
Bill Simpson Trustee 1.00
Director
$0 $0 $0
Mollie Gaines Smith Trustee 1.00
Director
$0 $0 $0
Alli Truttmann Trustee 1.00
Director
$0 $0 $0
Dr Robin Johnstone Head of School 40.00
Officer
$139,918 $11,239 $151,157
Scott Sullivan Business Manager - thru 7.2023 40.00
Officer
$43,626 $2,656 $46,282
Kimberly Luna Director of Finance - eff. 8.2023 40.00
Officer
$20,000 $1,200 $21,200
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 $3,473,256 $3,592,867 $4,230,843 $-119,611
2023 $3,722,790 $3,638,593 $3,893,231 $84,197
2020 $3,584,903 $3,536,006 $4,614,484 $48,897
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