LAUREL SCHOOL

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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

1926

Legal Domicile

Principal Officer

ANN V KLOTZ

Phone

2164641441

Tax Period

2022-07-01 to 2023-06-30

LAUREL SCHOOL, founded in 1926, is a mid-sized nonprofit in the Education sector that reported $26.0M in total revenue in fiscal year 2022. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $67.2M represent 31 months of operating reserves.

Mission

THE MISSION OF LAUREL SCHOOL IS TO INSPIRE EACH GIRL TO FULFILL HER PROMISE AND TO BETTER THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $19,017,891 Revenue: $16,789,928

LAUREL SCHOOL FOUNDED IN 1896, IS A NATIONALLY-RECOGNIZED COLLEGE PREPARATORY, INDEPENDENT DAY SCHOOL FOR GIRLS, KINDERGARTEN THROUGH GRADE 12, WITH A COEDUCATIONAL EARLY CHILDHOOD PROGRAM. LAUREL...

LAUREL SCHOOL FOUNDED IN 1896, IS A NATIONALLY-RECOGNIZED COLLEGE PREPARATORY, INDEPENDENT DAY SCHOOL FOR GIRLS, KINDERGARTEN THROUGH GRADE 12, WITH A COEDUCATIONAL EARLY CHILDHOOD PROGRAM. LAUREL SCHOOL HAS TWO CAMPUSES AFFORDING STUDENTS OPPORTUNITIES TO LEARN IN TRADITIONAL SETTINGS SUCH AS LABS, STUDIOS, AND LIBRARIES, AS WELL AS IN OUR UNIQUE ENVIRONMENTAL CLASSROOMS. THE LYMAN CIRCLE CAMPUS IS HOME TO ALL FOUR ACADEMIC DIVISIONS. THE BUTLER CAMPUS IS EXTENSIVE ATHLETIC FACILITIES AND OPPORTUNITIES FOR OUTDOOR EDUCATION AND LEADERSHIP-BUILDING PROGRAMS. LAUREL SCHOOL HAS APPROXIMATELY 542 STUDENTS ENROLLED IN 2022-23 AND 578 IN 2023-24.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,753,953

Program Service Revenue $16,789,928

Investment Income $2,354,750

Other Revenue $139,746

TOTAL REVENUE $26,038,377

Expense Breakdown

Grants Paid $4,690,285

Salaries & Benefits $14,579,162

Fundraising Expenses $798,484

Program Expenses $19,017,891

Other Expenses $9,098,180

TOTAL EXPENSES $28,535,316

Year-over-Year Comparison

	2022	2021	Change
Revenue	$26,038,377	$34,767,736	-0.3%
Expenses	$28,535,316	$25,250,664	+0.1%
Net Income	$-2,496,939	$9,517,072	-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

316

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

$742,297

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN LUM MEHALKO	CHAIR	2.00	Officer Director	$0	$0	$0
CAREY JAROS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN SHONS LURIA	SECRETARY	2.00	Officer Director	$0	$0	$0
BETHANY BRYANT	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN OPATRNY ALTHANS	DIRECTOR	2.00	Director	$0	$0	$0
ZAHRAH AZHAR	DIRECTOR	2.00	Director	$0	$0	$0
KRISTINE SWAILS BRYAN	DIRECTOR	2.00	Director	$0	$0	$0
GAUSIA CHOWDHURY	DIRECTOR	2.00	Director	$0	$0	$0
ALISA S T COWEN	DIRECTOR	2.00	Director	$0	$0	$0
ANNE R DALTON	DIRECTOR	2.00	Director	$0	$0	$0
KAREN MCCARTAN DESANTIS	DIRECTOR	2.00	Director	$0	$0	$0
ERICA LEE MARKUM DENNINGS	DIRECTOR	2.00	Director	$0	$0	$0
MEGAN EMBRESCIA	DIRECTOR	2.00	Director	$0	$0	$0
TAYLOR GOODMAN	DIRECTOR	2.00	Director	$0	$0	$0
APRIL HAWKINS	DIRECTOR	2.00	Director	$0	$0	$0
PEG SCHUMANN IPPOLITO	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN JEAVONS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ANNE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW KRUG	DIRECTOR	2.00	Director	$0	$0	$0
ANITA J LEE	DIRECTOR	2.00	Director	$0	$0	$0
DAVID MARKOWITZ	DIRECTOR	2.00	Director	$0	$0	$0
LYNNE SHEFFLER MEGERIAN	DIRECTOR	2.00	Director	$0	$0	$0
CHAUNDRA KING MONDAY	DIRECTOR	2.00	Director	$0	$0	$0
JOHN REED	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN ROBBINS	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH SHEELER	DIRECTOR	2.00	Director	$0	$0	$0
KIM E SIMPSON	DIRECTOR	2.00	Director	$0	$0	$0
LAURENCE TALLEY	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE SCHULZE TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
ANN V KLOTZ	HEAD OF SCHOOL	40.00	Officer	$534,688	$41,201	$575,889
ANDREA AUSPERK	CHIEF FINANCIAL OFFICER	40.00	Officer	$143,011	$23,397	$166,408
MARY ANN FLETCHER	DIR. OF FACILITIES	40.00	Highest	$104,960	$23,658	$128,618
MEGAN WEISKOPF	DIR. OF TEACHING AND LEARNING	40.00	Highest	$102,151	$14,076	$116,227
ALLISON GRANT	DIR. OF HUMAN RESOURCES	40.00	Highest	$120,319	$22,510	$142,829

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	No data	No data	No data	No data
2023	$26,038,377	$28,535,316	$87,463,834	$-2,496,939
2022	$34,767,736	$25,250,664	$86,712,318	$9,517,072
2021	$30,554,235	$24,568,838	$93,663,141	$5,985,397
2020	$22,808,931	$24,661,984	$78,566,042	$-1,853,053
2019	$23,208,439	$24,876,412	$80,140,811	$-1,667,973
2018	$23,974,844	$24,958,597	$82,442,398	$-983,753