HAMILTON SOUTHEASTERN SCHOOLS (EIN 352146295) - 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

2001

Legal Domicile

Principal Officer

LLOYD LEE

Phone

3175944100

Tax Period

2024-07-01 to 2025-06-30

HAMILTON SOUTHEASTERN SCHOOLS, founded in 2001, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $289K, a strong 27% operating margin.

Mission

TO SECURE TAX-DEDUCTIBLE GIFTS, GRANTS, AND BEQUESTS TO PROVIDE RESOURCES TO IMPROVE, ENHANCE, AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR THE HAMILTON SOUTHEASTERN SCHOOLS COMMUNITY.

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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 $807,654

Program Service Revenue $0

Investment Income $109,025

Other Revenue $155,559

TOTAL REVENUE $1,072,238

Expense Breakdown

Grants Paid $273,566

Salaries & Benefits $196,198

Fundraising Expenses $72,449

Program Expenses $604,944

Other Expenses $313,736

TOTAL EXPENSES $783,500

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,072,238	$718,330	+0.5%
Expenses	$783,500	$552,582	+0.4%
Net Income	$288,738	$165,748	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY BUSACK	BOARD MEMBER	N/A	Director	$0	$0	$0
LAURA COLE	BOARD MEMBER	N/A	Director	$0	$0	$0
SARAH DONSBACH	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHAEL FUTCH	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID GRECO	BOARD MEMBER	N/A	Director	$0	$0	$0
CHAD HIGHTOWER	BOARD MEMBER	N/A	Director	$0	$0	$0
JORDAN HOWARD	BOARD MEMBER	N/A	Director	$0	$0	$0
RON KRAUS	BOARD MEMBER	N/A	Director	$0	$0	$0
BETH LAWRENCE	BOARD MEMBER	N/A	Director	$0	$0	$0
BROOKE LAWSON	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIE MILLER	BOARD MEMBER	N/A	Director	$0	$0	$0
JOSH RATTRAY	BOARD MEMBER	N/A	Director	$0	$0	$0
JEENA SIELA	BOARD MEMBER	N/A	Director	$0	$0	$0
BETHANY THOMSON	BOARD MEMBER	N/A	Director	$0	$0	$0
SRI VENKATRAM	BOARD MEMBER	N/A	Director	$0	$0	$0
KATE ZIINO	BOARD MEMBER	N/A	Director	$0	$0	$0
AIMEE BASTIN	EX-OFFICIO	N/A	Officer	$0	$0	$0
ROB EMMERSON	PAST PRESIDE	N/A	Officer	$0	$0	$0
LLOYD LEE	PRESIDENT	N/A	Officer	$0	$0	$0
PATRICK MAPES	EX-OFFICIO	N/A	Officer	$0	$0	$0
JOSH MORRIS	SECRETARY	N/A	Officer	$0	$0	$0
SARAH PARKS-REESE	EX-OFFICIO	N/A	Officer	$0	$0	$0
BETH PARSONS	VICE PRESIDE	N/A	Officer	$0	$0	$0
ELIOTT SOMERS	TREASURER	N/A	Officer	$0	$0	$0
MICHAEL TEAL	EX-OFFICIO	N/A	Officer	$0	$0	$0
SUZANNE THOMAS	EX-OFFICIO	N/A	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	$1,072,238	$783,500	$2,524,717	$288,738
2024	$718,330	$552,582	$2,239,954	$165,748
2023	$473,506	$505,990	$2,075,108	$-32,484
2022	$653,347	$507,461	$2,105,341	$145,886
2021	$847,644	$389,418	$2,007,755	$458,226

HAMILTON SOUTHEASTERN SCHOOLS