THE SEVEN HILLS SCHOOL (EIN 310536666) - 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

1974

Legal Domicile

Principal Officer

LYNN KROEGER

Phone

5137282400

Tax Period

2024-07-01 to 2025-06-30

THE SEVEN HILLS SCHOOL, founded in 1974, is a mid-sized nonprofit in the Education sector that reported $46.7M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.0M, a strong 17% operating margin.

Mission

SEVEN HILLS ENGAGES HEARTS AND MINDS, GUIDING STUDENTS TO CULTIVATE THEIR UNIQUE CAPACITIES AND PREPARING EACH FOR A MEANINGFUL ROLE IN A RAPIDLY CHANGING WORLD.

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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 $13,912,282

Program Service Revenue $32,440,864

Investment Income $303,909

Other Revenue $54,936

TOTAL REVENUE $46,711,991

Expense Breakdown

Grants Paid $6,154,579

Salaries & Benefits $21,616,882

Fundraising Expenses $1,019,792

Program Expenses $33,098,565

Other Expenses $10,972,166

TOTAL EXPENSES $38,743,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,711,991	$36,517,143	+0.3%
Expenses	$38,743,627	$38,649,371	+0.0%
Net Income	$7,968,364	$-2,132,228	-4.7%

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

420

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

$489,269

Total Directors

Key Employees

$861,234

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAX SCHIMBERG	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL ROWE	TRUSTEE	2.00	Director	$0	$0	$0
DAVID MAXWELL	TRUSTEE	2.00	Director	$0	$0	$0
ERIN SNELTING	PARENT COMMUNITY REPRESENTATIVE	2.00	Director	$0	$0	$0
ANNA TOPALIDIS	TRUSTEE	2.00	Director	$0	$0	$0
PRIYA SHAHANI	TRUSTEE	2.00	Director	$0	$0	$0
JAMES LEE	TRUSTEE	2.00	Director	$0	$0	$0
NOLAN BEAN	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLY JACKSON	TRUSTEE	2.00	Director	$0	$0	$0
PETER CHA MD	TRUSTEE	2.00	Director	$0	$0	$0
ALANA PEPPER	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS CHARLES GARBER	TRUSTEE	2.00	Director	$0	$0	$0
CHUCK MINGO	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER VECELLIO	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH YORK SCHIFF	LIFE TRUSTEE	2.00	Director	$0	$0	$0
JAMES A SCHIFF	LIFE TRUSTEE	2.00	Director	$0	$0	$0
GABE DAVIS	ALUMNI REPRESENTATIVE	2.00	Director	$0	$0	$0
KELLI STEIN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN ATKINSON	TRUSTEE	2.00	Director	$0	$0	$0
MEREDITH FICKS	TRUSTEE	2.00	Director	$0	$0	$0
JOSH MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
TERRANCE J PORTER	TRUSTEE	2.00	Director	$0	$0	$0
SAMIR SHAH MD MSCE	TRUSTEE	2.00	Director	$0	$0	$0
LAIR KENNEDY	CHAIR AND PRESIDENT	2.00	Officer	$0	$0	$0
LAURENT HUGUENIN	VICE-CHAIR	2.00	Officer	$0	$0	$0
ANGIE APPLE	TREASURER	2.00	Officer	$0	$0	$0
AMY DEWITT	VICE-CHAIR	2.00	Officer	$0	$0	$0
SAMIR KULKARNI	SECRETARY	2.00	Officer	$0	$0	$0
MATTHEW BOLTON	HEAD OF SCHOOL	40.00	Officer	$275,341	$17,117	$292,458
LYNN KROEGER	CHIEF FINANCIAL OFFICER/CH	40.00	Officer	$187,211	$9,600	$196,811
MARGO KIRSTEIN	DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$219,959	$17,536	$237,495
TRACY MURCH	HEAD OF DOHERTY SCHOOL	40.00	Key Emp	$168,795	$8,405	$177,200
WILLIAM WASKOWITZ	FORMER HEAD OF MIDDLE SCHOOL	40.00	Key Emp	$266,506	$8,607	$275,113
SUSAN MILLER	HEAD OF LOTSPEICH SCHOOL	40.00	Key Emp	$167,683	$3,743	$171,426
LILLIAN ANN MARASCO	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$110,075	$9,003	$119,078
JOHN BROOKS	ASSISTANT DIRECTOR OF OPERATIONS AND FINANCE	40.00	Highest	$117,994	$7,823	$125,817
JANET HILL	DIRECTOR OF ENROLLMENT MAN	40.00	Highest	$149,009	$12,161	$161,170
SCOTT CAGLE	FORMER DIRECTOR OF TECHNOLOGY	40.00	Highest	$130,544	$10,616	$141,160
ANTHONY WILLARD	FORMER ATHLETIC DIRECTOR	40.00	Highest	$115,386	$5,896	$121,282
CHRISTOPHER P GARTEN	FORMER HEAD OF SCHOOL	40.00		$806,366	$22,304	$828,670

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	$46,711,991	$38,743,627	$135,114,394	$7,968,364
2024	$36,517,143	$38,649,371	$120,394,572	$-2,132,228
2023	$42,295,333	$36,650,156	$117,472,354	$5,645,177
2022	$34,365,521	$33,345,022	$111,206,150	$1,020,499
2021	$33,060,758	$30,440,465	$113,832,936	$2,620,293
2020	$34,804,482	$29,692,518	$104,888,890	$5,111,964
2019	$32,373,647	$29,404,785	$99,170,039	$2,968,862
2018	$31,781,620	$28,718,649	$94,170,832	$3,062,971

THE SEVEN HILLS SCHOOL