OLD TRAIL 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

1932

Legal Domicile

Principal Officer

SARAH JOHNSTON

Phone

3306661118

Tax Period

2024-07-01 to 2025-06-30

OLD TRAIL SCHOOL, founded in 1932, is a mid-sized nonprofit in the Education sector that reported $12.3M in total revenue in fiscal year 2024. Net assets of $25.1M represent 25 months of operating reserves.

Mission

OLD TRAIL SCHOOL IS A VIBRANT EDUCATIONAL COMMUNITY FOCUSED ON ACADEMIC EXCELLENCE. WE DEVELOP INTELLECTUALLY CURIOUS, INDEPENDENT THINKING STUDENTS WHO EMERGE WITH A PASSION FOR DISCOVERY, CRITICAL THINKING AND COLLABORATIVE LEARNING. OUR GRADUATES ARE WELL PREPARED TO BECOME RESPONSIBLE GLOBAL CITIZENS WHO ACHIEVE IN HIGH SCHOOL, COLLEGE AND LIFE.

Program Service Accomplishments

Program 1

Expenses: $9,580,011 Revenue: $10,910,812

OLD TRAIL SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR CHILDREN AGE 2 THROUGH GRADE 8 IN BATH, OHIO. AS THE NATION'S ONLY INDEPENDENT SCHOOL LOCATED IN A NATIONAL PARK, WE OFFER A...

OLD TRAIL SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR CHILDREN AGE 2 THROUGH GRADE 8 IN BATH, OHIO. AS THE NATION'S ONLY INDEPENDENT SCHOOL LOCATED IN A NATIONAL PARK, WE OFFER A TRANSFORMATIVE ACADEMIC EXPERIENCE THAT DEVELOPS INTELLECTUALLY CURIOUS, INDEPENDENT THINKING STUDENTS WHO EMERGE WITH A PASSION FOR DISCOVERY, CRITICAL THINKING AND COLLABORATIVE LEARNING. OUR GRADUATES LEAVE CAMPUS WELL PREPARED TO BECOME RESPONSIBLE GLOBAL CITIZENS WHO ACHIEVE IN HIGH SCHOOL, COLLEGE AND LIFE. SERVED 430 STUDENTS IN EARLY CHILDHOOD THROUGH GRADE EIGHT.

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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 $1,277,992

Program Service Revenue $10,714,482

Investment Income $51,244

Other Revenue $243,169

TOTAL REVENUE $12,286,887

Expense Breakdown

Grants Paid $1,627,405

Salaries & Benefits $7,584,491

Fundraising Expenses $286,422

Program Expenses $9,580,011

Other Expenses $3,530,783

TOTAL EXPENSES $12,742,679

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,286,887	$12,035,881	+0.0%
Expenses	$12,742,679	$12,395,369	+0.0%
Net Income	$-455,792	$-359,488	+0.3%

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

116

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

$671,121

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS H EATON III	PRESIDENT	0.50	Officer Director	$0	$0	$0
SUSAN MCKENZIE	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
HOLLY LITTLE	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN CAVANAUGH	TREASURER	0.50	Officer Director	$0	$0	$0
JOSEPH ALBRECHT	TRUSTEE	0.50	Director	$0	$0	$0
MARY BALL	TRUSTEE	0.50	Director	$0	$0	$0
CARL BLICKLE	TRUSTEE	0.50	Director	$0	$0	$0
SHEREEN BOYER	TRUSTEE	0.50	Director	$0	$0	$0
JOHNNY BUCK	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTOPHER CARINO	TRUSTEE	0.50	Director	$0	$0	$0
MARK DAVEY	TRUSTEE	0.50	Director	$0	$0	$0
JOHN P DEBO JR	TRUSTEE	0.50	Director	$0	$0	$0
SUCHARITA GHOSH	TRUSTEE	0.50	Director	$0	$0	$0
CINDY HARFOUCHE	TRUSTEE	0.50	Director	$0	$0	$0
RON HARRINGTON	TRUSTEE	0.50	Director	$0	$0	$0
OLIVIA HOCHSCHWENDER	TRUSTEE	0.50	Director	$0	$0	$0
JAY HOFNER	TRUSTEE	0.50	Director	$0	$0	$0
PRIYA MASEELALL	TRUSTEE	0.50	Director	$0	$0	$0
NATHAN MATUSZEWSKI	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL MURE	TRUSTEE	0.50	Director	$0	$0	$0
HALEY PRESTON	TRUSTEE	0.50	Director	$0	$0	$0
BEVERLY SHAKLEE	TRUSTEE	0.50	Director	$0	$0	$0
ADITYA SONI	TRUSTEE	0.50	Director	$0	$0	$0
BRIAN STEERE	TRUSTEE	0.50	Director	$0	$0	$0
SARAH JOHNSTON	HEAD OF SCHOOL	40.00	Officer	$274,465	$60,448	$334,913
W JOSEPH VOGEL	ASSOCIATE HEAD OF SCHOOL	40.00	Officer	$145,437	$23,105	$168,542
MEETA NOSRATI	CHIEF EXECUTIVE OFFICER	40.00	Officer	$145,399	$22,267	$167,666
HALLIE RITZMAN	MIDDLE SCHOOL DIRECTOR	40.00	Highest	$105,028	$19,354	$124,382

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	$12,286,887	$12,742,679	$27,683,838	$-455,792
2024	No data	No data	No data	No data
2023	$11,570,687	$11,989,963	$25,620,041	$-419,276
2022	$12,148,304	$11,419,106	$25,123,722	$729,198
2021	$11,355,183	$10,432,619	$27,416,643	$922,564
2020	$10,535,586	$10,492,062	$24,541,889	$43,524
2019	$11,766,819	$11,563,920	$22,995,392	$202,899
2018	$11,869,549	$12,793,090	$23,015,576	$-923,541