UNIVERSITY SCHOOL OF NASHVILLE (EIN 237424429) - 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

1975

Legal Domicile

Principal Officer

ALEXANDER C HEIBERGER

Phone

6153218000

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY SCHOOL OF NASHVILLE, founded in 1975, is a mid-sized nonprofit in the Education sector that reported $40.4M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $82.2M represent 24 months of operating reserves.

Mission

UNIVERSITY SCHOOL OF NASHVILLE MODELS THE BEST EDUCATIONAL PRACTICES IN AN ENVIRONMENT THAT REPRESENTS THE CULTURAL AND ETHNIC COMPOSITION OF GREATER NASHVILLE, USN FOSTERS EACH STUDENT'S INTELLECT, ARTISTIC AND ATHLETIC POTENTIAL, VALUING AND INSPIRING INTEGRITY, CREATIVE EXPRESSION, A LOVE OF LEARNING, AND THE PURSUIT OF EXCELLENCE.

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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 $3,061,366

Program Service Revenue $35,475,529

Investment Income $1,562,442

Other Revenue $307,319

TOTAL REVENUE $40,406,656

Expense Breakdown

Grants Paid $4,714,818

Salaries & Benefits $23,347,650

Fundraising Expenses $1,576,120

Program Expenses $33,856,263

Other Expenses $12,690,398

TOTAL EXPENSES $40,752,866

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,406,656	$37,377,329	+0.1%
Expenses	$40,752,866	$36,866,044	+0.1%
Net Income	$-346,210	$511,285	-1.7%

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

523

Volunteers

1000

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

$138,310

Total Directors

Key Employees

$653,641

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AOLE ANSARI	TRUSTEE	1.50	Director	$0	$0	$0
MCLEAN BARBIERI	TRUSTEE	1.50	Director	$0	$0	$0
TERRANCE BROOKS	TRUSTEE	1.50	Director	$0	$0	$0
MARCYA CARTER-SHEATS	TRUSTEE	1.50	Director	$0	$0	$0
STACEY CASON	TRUSTEE	2.00	Officer Director	$0	$0	$0
CHRIS CHAMBERLAIN	TRUSTEE	1.50	Director	$0	$0	$0
VINH DUONG	TRUSTEE	1.50	Director	$0	$0	$0
SAEED FAKHRUDDIN	TRUSTEE	1.50	Director	$0	$0	$0
REAGAN FARR	TRUSTEE	1.50	Director	$0	$0	$0
NAIMA WALKER FIERCE	TRUSTEE	1.50	Director	$0	$0	$0
SCOTT GHERTNER	TRUSTEE	1.50	Director	$0	$0	$0
BENJAMIN GOLDBERG	BOARD VICE-PRESIDENT	1.50	Director	$0	$0	$0
AMY HUFFMAN	TRUSTEE	1.50	Director	$0	$0	$0
SHANNA SINGH HUGHEY	TRUSTEE	1.50	Director	$0	$0	$0
ALEX JAHANGIR	TRUSTEE	1.50	Director	$0	$0	$0
TONIA KLEIN	TRUSTEE	1.50	Director	$0	$0	$0
ERIC KOPSTAIN	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
TINA MODI	BOARD PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT PERRY	TRUSTEE	1.50	Director	$0	$0	$0
WILL RADFORD	TRUSTEE	1.50	Director	$0	$0	$0
JIM RIENEITS	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER RUSSELL	TRUSTEE	1.50	Director	$0	$0	$0
IVANETTA DAVIS SAMUELS	TRUSTEE	2.00	Officer Director	$0	$0	$0
DIVYA SHROFF	TRUSTEE	1.50	Director	$0	$0	$0
DAVID SPIGEL	TRUSTEE	1.50	Director	$0	$0	$0
KELLY UNGER	TRUSTEE	1.50	Director	$0	$0	$0
KRISTIN WILSON	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
MATTHEW WOLF	TRUSTEE	1.50	Director	$0	$0	$0
ALEX HEIBERGER START DATE 8124	CHIEF FINANCIAL OFFICER	50.00	Officer	$125,398	$12,912	$138,310
AMANI REED	SCHOOL DIRECTOR	65.00	Key Emp	$595,012	$58,629	$653,641
SCOTT COLLINS	DIRECTOR OF ADMISSIONS AND ENROLLMENT	50.00	Highest	$158,004	$20,534	$178,538
SHAVON DAVIS LOUIS	HEAD OF MIDDLE SCHOOL	50.00	Highest	$172,342	$20,713	$193,055
JAMES ERICK MASH	DIRECTOR OF OPERATIONS	50.00	Highest	$152,813	$18,947	$171,760
QUINTON P WALKER	ASSISTANT HEAD OF HIGH SCHOOL	50.00	Highest	$234,856	$25,471	$260,327
ANNE M WESTFALL	DIRECTOR OF DEVELOPMENT	50.00	Highest	$208,735	$26,373	$235,108

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	$40,406,656	$40,752,866	$86,557,085	$-346,210
2024	$37,377,329	$36,866,044	$82,015,554	$511,285
2023	$37,192,429	$34,881,267	$76,808,845	$2,311,162
2022	$35,334,908	$32,772,403	$71,463,411	$2,562,505
2021	$33,841,718	$30,147,503	$75,304,693	$3,694,215
2020	$32,530,796	$28,871,866	$64,303,622	$3,658,930
2019	$33,304,297	$28,880,136	$61,901,237	$4,424,161
2018	$30,826,210	$27,672,136	$57,711,311	$3,154,074

UNIVERSITY SCHOOL OF NASHVILLE