SAGE SCHOOL OF DALLAS (EIN 331518295) - 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

2024

Legal Domicile

Principal Officer

JESSICA RALL

Phone

9729222768

Tax Period

2025-01-01 to 2025-12-31

SAGE SCHOOL OF DALLAS, founded in 2024, is a small nonprofit in the Education sector that reported $296K in total revenue in fiscal year 2025. Revenue surged 154% from the prior year, signaling strong growth momentum. Expenses of $328K exceeded revenue, resulting in a 11% operating deficit.

Mission

THIS ORGANIZATION IS ORGANIZED FOR CHARITABLE, EDUCATIONAL, RELIGIOUS AND/OR SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALITY AS EXEMPT ORGANIZATIONS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $162,750

Program Service Revenue $133,377

Investment Income $0

Other Revenue $0

TOTAL REVENUE $296,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $246,474

Fundraising Expenses $0

Program Expenses $183,178

Other Expenses $81,582

TOTAL EXPENSES $328,056

Year-over-Year Comparison

	2025	2024	Change
Revenue	$296,127	$116,600	+1.5%
Expenses	$328,056	N/A	N/A
Net Income	$-31,929	$116,600	-1.3%

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

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

$133,334

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD JEROVIC	VICE-PRESIDENT	0.00	Director	$0	$0	$0
STEPHANIE MALAND	DIRECTOR	0.00	Director	$0	$0	$0
NICOLE LOPEZ	DIRECTOR	0.00	Director	$0	$0	$0
JESSICA RALL	DIRECTOR	40.00	Officer	$66,667	$0	$66,667
MANDI SKERBETZ	DIRECTOR	40.00	Officer	$66,667	$0	$66,667
KRISTEN DAUPHINAIS	PRESIDENT	20.00	Officer	$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	$296,127	$328,056	$84,671	$-31,929

SAGE SCHOOL OF DALLAS