TRIAD SCHOOL (EIN 311755570) - 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

1995

Legal Domicile

Principal Officer

JILL SCHULTZ

Phone

5418857940

Tax Period

2020-09-01 to 2021-08-31

TRIAD SCHOOL, founded in 1995, is a small nonprofit that reported $514K in total revenue in fiscal year 2020. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $466K, a strong 91% operating margin.

Mission

PRE-SCHOOL THROUGH 12TH GRADE SCHOOL EXISTS TO CELEBRATE THE TRUTH OF CHRIST WHILE CHALLENGING STUDENTS IN A COLLEGE PREPARATORY SETTING.

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,334

Program Service Revenue $352,413

Investment Income $205

Other Revenue $159,182

TOTAL REVENUE $514,134

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,247

Fundraising Expenses $0

Program Expenses $35,858

Other Expenses $20,447

TOTAL EXPENSES $47,694

Year-over-Year Comparison

	2020	2019	Change
Revenue	$514,134	$3,502,994	-0.9%
Expenses	$47,694	$966,771	-1.0%
Net Income	$466,440	$2,536,223	-0.8%

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

Volunteers

120

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

$35,539

Total Directors

$35,539

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAUNA YOUNG	ADMINISTRATO	37.00	Officer Director	$35,539	$0	$35,539
JILL SCHULTZ	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
LISA DEFORD	TREASURER/SE	0.50	Officer Director	$0	$0	$0
SUZANNA HAWTHORNE	BOARD MEMBER	0.50	Director	$0	$0	$0
KEVIN KROEKER	BOARD MEMBER	0.50	Director	$0	$0	$0
KEN DAVIS	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL DEAL	BOARD MEMBER	0.50	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
2021	$514,134	$47,694	No data	$466,440
2020	$3,502,994	$966,771	$2,947,721	$2,536,223

TRIAD SCHOOL