ST EDMUND'S ACADEMY (EIN 251030682) - 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

1948

Legal Domicile

Principal Officer

PAUL CHAD BARNETT

Phone

4125211907

Tax Period

2023-07-01 to 2024-06-30

ST EDMUND'S ACADEMY, founded in 1948, is a community nonprofit that reported $8.7M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

A SCHOOL PROVIDING EDUCATION TO PRESCHOOL TO 8TH GRADE STUDENTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $548,417

Program Service Revenue $7,363,648

Investment Income $721,404

Other Revenue $69,540

TOTAL REVENUE $8,703,009

Expense Breakdown

Grants Paid $1,354,705

Salaries & Benefits $5,261,622

Fundraising Expenses $420,066

Program Expenses $6,170,839

Other Expenses $2,033,359

TOTAL EXPENSES $8,649,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,703,009	$7,489,967	+0.2%
Expenses	$8,649,686	$8,052,001	+0.1%
Net Income	$53,323	$-562,034	-1.1%

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

111

Volunteers

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

$335,959

Total Directors

$335,959

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CHAD BARNETT	HEAD OF SCHOOL, EX-OFFICIO	40.00	Officer Director	$308,984	$26,975	$335,959
STEFFANIE JASPER	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
BRYSON DATT	PAST BOARD CHAIR	3.00	Officer Director	$0	$0	$0
BARBARA DOOLITTLE	VICE CHAIR	3.00	Officer Director	$0	$0	$0
CRAIG MAURO	VICE CHAIR	3.00	Officer Director	$0	$0	$0
CHARLES FISCHER	SECRETARY	3.00	Officer Director	$0	$0	$0
ALEXANDER DICK	TREASURER	3.00	Officer Director	$0	$0	$0
HAVILA EUBANKS	TRUSTEE	3.00	Director	$0	$0	$0
DAN GILMAN	TRUSTEE	3.00	Director	$0	$0	$0
EDWARD HALLER	TRUSTEE	3.00	Director	$0	$0	$0
JALILA JEFFERSON-BULLOCK	TRUSTEE	3.00	Director	$0	$0	$0
BRENT JERNIGAN	TRUSTEE	3.00	Director	$0	$0	$0
MEGAN KAVANAUGH	TRUSTEE	3.00	Director	$0	$0	$0
NATALIA ZACIPA MEJIA	TRUSTEE	3.00	Director	$0	$0	$0
DAVID NICHOLSON	TRUSTEE	3.00	Director	$0	$0	$0
EUN JUNG PARK	TRUSTEE	3.00	Director	$0	$0	$0
JENNIFER PARRY BIRD	TRUSTEE	3.00	Director	$0	$0	$0
DIANA MCALLISTER	DIRECTOR OF FINANCE	40.00	Highest	$160,491	$19,541	$180,032
MEGHAN BOLLENS	DIRECTOR OF ADVANCEMENT	40.00	Highest	$130,241	$15,290	$145,531
RYAN GASSAWAY	DIRECTOR OF ACADEMICS	40.00	Highest	$119,521	$19,161	$138,682
SUSAN MILLER	DIRECTOR OF LOWER SCHOOL	40.00	Highest	$122,868	$14,807	$137,675

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	$8,703,009	$8,649,686	$18,055,476	$53,323
2023	$7,489,967	$8,052,001	$17,607,728	$-562,034
2022	$8,477,169	$7,146,968	$17,718,123	$1,330,201
2021	$7,648,079	$7,046,648	$17,601,239	$601,431
2020	$6,553,224	$6,812,038	$16,756,341	$-258,814
2019	$8,194,999	$6,827,974	$15,442,694	$1,367,025

ST EDMUND'S ACADEMY