CANTERBURY SCHOOL FOUNDATION INC (EIN 311125105) - 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

1985

Legal Domicile

Phone

2604324728

Tax Period

2024-07-01 to 2025-06-30

CANTERBURY SCHOOL FOUNDATION INC, founded in 1985, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. The organization ran a surplus of $958K, a strong 55% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR CANTERBURY SCHOOL.

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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 $416,768

Program Service Revenue $0

Investment Income $1,317,707

Other Revenue $0

TOTAL REVENUE $1,734,475

Expense Breakdown

Grants Paid $629,511

Salaries & Benefits $0

Fundraising Expenses $49,700

Program Expenses $637,011

Other Expenses $97,499

TOTAL EXPENSES $776,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,734,475	$1,824,675	0.0%
Expenses	$776,710	$786,950	0.0%
Net Income	$957,765	$1,037,725	-0.1%

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

N/A

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

Total Directors

$267,339

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANETTE SCHOUWEILER	SECRETARY	1.0	Officer Director	$0	$0	$0
KATHRYN CALLEN	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
RICHARD WATERFIELD	TREASURER	1.0	Officer Director	$0	$0	$0
ROBERT GODLEY	PRESIDENT	1.0	Officer Director	$0	$0	$0
ANNE KARR	DIRECTOR	1.0	Director	$0	$0	$0
DAVID JACKSON	HEAD OF SCHOOL	1.0	Director	$0	$14,275	$267,339
FRANCES PASALICH	DIRECTOR	1.0	Director	$0	$0	$0
HOLLIS BIERMAN	DIRECTOR	1.0	Director	$0	$0	$0
JANET PAFLAS	DIRECTOR	1.0	Director	$0	$0	$0
JONATHAN HANCOCK	DIRECTOR	1.0	Director	$0	$0	$0
KATHLEEN SUMMERS	DIRECTOR	1.0	Director	$0	$0	$0
MATT WOJEWUCZKI	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL PARROTT	DIRECTOR	1.0	Director	$0	$0	$0
MICHELLE ROUSSEFF-KEMP	DIRECTOR	1.0	Director	$0	$0	$0
NANCY STEWART	DIRECTOR	1.0	Director	$0	$0	$0
NANCY WESTFALL	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD PHILLIPS	DIRECTOR	1.0	Director	$0	$0	$0
SHANNON HARDIEK	DIRECTOR	1.0	Director	$0	$0	$0
SUSAN JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
THOMAS TEEL	DIRECTOR	1.0	Director	$0	$0	$0
TODD JACOBS	DIRECTOR	1.0	Director	$0	$0	$0
TODD STEPHENSON	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM CAST	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM WILSON	DIRECTOR	1.0	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	$1,734,475	$776,710	$18,192,104	$957,765
2024	$1,824,675	$786,950	$16,907,505	$1,037,725
2023	$1,579,134	$721,211	$15,460,908	$857,923
2022	$1,577,963	$1,059,322	$13,884,081	$518,641
2022	$1,577,963	$1,059,322	$13,884,081	$518,641
2021	$467,611	$594,693	$16,728,279	$-127,082
2020	$1,041,918	$564,404	$14,344,093	$477,514
2019	$961,387	$829,081	$15,572,933	$132,306
2018	$781,674	$578,239	$15,825,527	$203,435

CANTERBURY SCHOOL FOUNDATION INC