The Intergenerational School (EIN 341901127) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Phone

2167210120

Tax Period

2024-07-01 to 2025-06-30

The Intergenerational School, founded in 1999, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,436,910

Program Service Revenue $29,530

Investment Income $190,044

Other Revenue $33,050

TOTAL REVENUE $4,689,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,662,619

Fundraising Expenses $0

Program Expenses $3,517,226

Other Expenses $2,208,285

TOTAL EXPENSES $4,870,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,689,534	$4,224,751	+0.1%
Expenses	$4,870,904	$3,656,320	+0.3%
Net Income	$-181,370	$568,431	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

Total Directors

Key Employees

$83,640

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stacy Miller	Chair	1	Officer Director	$0	$0	$0
Danielle Clark	Vice Chair	1	Officer Director	$0	$0	$0
Joanna Lopez-Inman Esq	Secretary	1	Officer Director	$0	$0	$0
Bob Nicolay	Board Member	1	Director	$0	$0	$0
Richaun Bunton	Board Member	1	Director	$0	$0	$0
Steven Lake EdD	Board Member	1	Director	$0	$0	$0
Brad Norton	Board Member	1	Director	$0	$0	$0
Aziz Ahmad	Principal	40	Key Emp	$83,640	$0	$83,640

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	$4,689,534	$4,870,904	$7,116,441	$-181,370
2024	$4,224,751	$3,656,320	$5,116,603	$568,431
2023	$3,624,855	$2,957,575	$4,507,505	$667,280
2022	$4,051,596	$2,981,440	$4,134,820	$1,070,156
2021	$3,239,055	$3,201,178	$3,602,454	$37,877
2020	$2,905,368	$2,845,525	$2,263,544	$59,843
2019	$2,614,082	$2,466,060	$1,982,380	$148,022
2018	$2,550,928	$1,637,477	$1,957,211	$913,451

The Intergenerational School