OLD TRAIL SCHOOL FOUNDATION (EIN 341664787) - 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

1990

Legal Domicile

Principal Officer

SARAH JOHNSTON

Phone

3306661118

Tax Period

2024-07-01 to 2025-06-30

OLD TRAIL SCHOOL FOUNDATION, founded in 1990, is a small nonprofit that reported $766K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $279K, a strong 36% operating margin.

Mission

TO OPERATE FOR THE BENEFIT OF OLD TRAIL 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 $266,183

Program Service Revenue $0

Investment Income $499,361

Other Revenue $0

TOTAL REVENUE $765,544

Expense Breakdown

Grants Paid $445,873

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $445,873

Other Expenses $41,125

TOTAL EXPENSES $486,998

Year-over-Year Comparison

	2024	2023	Change
Revenue	$765,544	$1,536,753	-0.5%
Expenses	$486,998	$482,754	+0.0%
Net Income	$278,546	$1,053,999	-0.7%

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

$671,121

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN ARCHER	PRESIDENT	0.50	Officer Director	$0	$0	$0
SHEREEN BOYER	TRUSTEE	0.50	Director	$0	$0	$0
JOHN CAVANAUGH	TRUSTEE	0.50	Director	$0	$0	$0
THOMAS H EATON III	TRUSTEE	0.50	Director	$0	$0	$0
ANDREW HARDING	TRUSTEE	0.50	Director	$0	$0	$0
RON HARRINGTON	TRUSTEE	0.50	Director	$0	$0	$0
THOM MANDEL	TRUSTEE	0.50	Director	$0	$0	$0
MATTHEW MCGINNES	TRUSTEE	0.50	Director	$0	$0	$0
SARAH JOHNSTON	HEAD OF SCHOOL	0.50	Officer	$0	$60,448	$334,913
W JOSEPH VOGEL	ASSOCIATE HEAD OF SCHOOL	0.50	Officer	$0	$23,105	$168,542
MEETA NOSRATI	CHIEF FINANCIAL OFFICER	0.50	Officer	$0	$22,267	$167,666

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	$765,544	$486,998	$13,105,795	$278,546
2024	No data	No data	No data	No data
2023	$679,415	$474,033	$10,039,703	$205,382
2022	$715,809	$452,673	$8,679,736	$263,136
2021	$578,825	$428,872	$10,301,316	$149,953
2020	$171,958	$399,193	$8,631,128	$-227,235
2019	$322,099	$394,897	$8,783,541	$-72,798
2018	$1,469,743	$352,612	$8,698,014	$1,117,131

OLD TRAIL SCHOOL FOUNDATION