THE SPEYER LEGACY SCHOOL (EIN 264274070) - 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

2009

Legal Domicile

Principal Officer

Lawrence Donovan

Tax Period

2023-07-01 to 2024-06-30

THE SPEYER LEGACY SCHOOL, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $23.8M in total revenue in fiscal year 2023. Expenses of $21.9M left a modest 8% surplus.

Mission

At The Speyer Legacy School, students are inspired to be intellectually curious and passionate. They realize their full potential as accelerated learners in a collaborative community that is committed to ethical values and action. (Contd Schedule O)

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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 $1,175,334

Program Service Revenue $21,911,433

Investment Income $522,552

Other Revenue $189,934

TOTAL REVENUE $23,799,253

Expense Breakdown

Grants Paid $3,806,845

Salaries & Benefits $10,831,432

Fundraising Expenses $642,965

Program Expenses $17,620,481

Other Expenses $7,242,873

TOTAL EXPENSES $21,881,150

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,799,253	$23,003,948	+0.0%
Expenses	$21,881,150	$18,980,391	+0.2%
Net Income	$1,918,103	$4,023,557	-0.5%

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

112

Volunteers

100

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

$592,671

Total Directors

Key Employees

$1,038,385

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lawrence Donovan	Head of School	40.00	Officer Key Emp	$551,956	$40,715	$592,671
Scott Molin	Chief Financial & Operating O	40.00		$292,611	$41,489	$334,100
Dorothy Meyer	Head of Middle School	40.00	Key Emp	$225,315	$27,980	$253,295
Hatam Anvar	Chief Technology Officer	40.00	Highest	$204,005	$21,566	$225,571
Heather Pinedo-Burns	Head of Lower School	40.00	Highest	$177,730	$29,123	$206,853
Paul Deards	Deputy Head of School	40.00	Key Emp	$175,191	$17,228	$192,419
Imaani Orr	Director of Enrollment	40.00	Highest	$149,107	$26,134	$175,241
Jamie Steinfeld	Program Coordinator	40.00	Highest	$147,994	$4,222	$152,216
Samantha Gabrielli	Teacher	40.00	Highest	$121,419	$4,582	$126,001
Maaren Shah	Board of Trustees	2.00	Director	$0	$0	$0
Rick Romolo	Board of Trustees	2.00	Director	$0	$0	$0
Tushar Shah	Board of Trustees	2.00	Director	$0	$0	$0
Frank Vitiello	Board of Trustees	2.00	Director	$0	$0	$0
Dr Kelly Posner Gerstenhaber	Board of Trustees	2.00	Director	$0	$0	$0
Yury Dubrovsky	Board of Trustees	2.00	Director	$0	$0	$0
Ilana Goldman	Board of Trustees	2.00	Director	$0	$0	$0
Patrice Anderson	Board of Trustees	2.00	Director	$0	$0	$0
Victoria Averbukh	Board of Trustees	2.00	Director	$0	$0	$0
Dr Isha Gupta MD	Board of Trustees	2.00	Director	$0	$0	$0
Arlene Lozano	Board of Trustees	2.00	Director	$0	$0	$0
Liz Nemiroff	Board of Trustees	2.00	Director	$0	$0	$0
Shanti Ifill	Board of Trustees	2.00	Director	$0	$0	$0
Angelique LeDoux	Board of Trustees	2.00	Director	$0	$0	$0
Jennifer Selendy	Board of Trustees	2.00	Officer Director	$0	$0	$0
Peter S Nakada	Board of Trustees	10.00	Officer Director	$0	$0	$0
Michael Eastwood	Board of Trustees	2.00	Officer Director	$0	$0	$0
Adam Taki	Board of Trustees	2.00	Officer Director	$0	$0	$0

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	$23,799,253	$21,881,150	$56,525,157	$1,918,103
2023	$23,003,948	$18,980,391	$57,519,660	$4,023,557
2022	$25,812,126	$18,555,888	$16,160,814	$7,256,238
2021	$19,556,887	$18,115,302	$20,441,769	$1,441,585
2020	$19,011,183	$18,399,490	$18,566,850	$611,693
2019	$18,111,266	$17,978,658	$17,146,037	$132,608

THE SPEYER LEGACY SCHOOL