Avery Coonley School (EIN 362171680) - 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

1951

Legal Domicile

Principal Officer

Kirsty Montgomery PHD

Phone

6309690800

Tax Period

2023-07-01 to 2024-06-30

Avery Coonley School, founded in 1951, is a mid-sized nonprofit that reported $12.1M in total revenue in fiscal year 2023.

Mission

The Avery Coonley School elevates high-achieving and gifted learners through immersion in a mutually talented community where intellect, curiosity, and creativity are enhanced by optimal challenge.

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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 (2023)

Revenue Breakdown

Contributions & Grants $918,905

Program Service Revenue $10,552,588

Investment Income $454,291

Other Revenue $202,074

TOTAL REVENUE $12,127,858

Expense Breakdown

Grants Paid $883,518

Salaries & Benefits $7,742,558

Fundraising Expenses $336,610

Program Expenses $9,733,881

Other Expenses $3,178,291

TOTAL EXPENSES $11,804,367

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,127,858	$11,677,571	+0.0%
Expenses	$11,804,367	$11,173,726	+0.1%
Net Income	$323,491	$503,845	-0.4%

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

173

Volunteers

362

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

$478,806

Total Directors

$356,979

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kirsty Montgomery PHD	Head of Schhool	40.00	Officer Director	$306,320	$50,659	$356,979
Nancy Doris	Trustee	1.00	Director	$0	$0	$0
William Atwood	Trustee	0.50	Director	$0	$0	$0
Jeff Chen	Trustee-Asst Treasurer	1.00	Officer Director	$0	$0	$0
Brian Gilmartin	Trustee	0.50	Director	$0	$0	$0
Raj Goyal	Trustee	0.50	Director	$0	$0	$0
Jennifer Reenan	Trustee-Vice-Chair	1.00	Officer Director	$0	$0	$0
Sue Gould	Trustee	0.50	Director	$0	$0	$0
RJ Lopez	Trustee	0.50	Director	$0	$0	$0
John Harrast	Trustee	0.50	Director	$0	$0	$0
Gerald Jablonski	Trustee- Treasurer	1.00	Officer Director	$0	$0	$0
Kevin Petersen	Trustee	0.50	Director	$0	$0	$0
Brendan Sheehy	Trustee-Past Chair	1.00	Officer Director	$0	$0	$0
Julie Swinehart	Trustee	1.00	Director	$0	$0	$0
Prasad Veluchamy	Trustee-Chair	1.00	Officer Director	$0	$0	$0
Lisa Vaughan	Trustee-Secretary	1.00	Officer Director	$0	$0	$0
Margery Davis	Trustee	0.50	Director	$0	$0	$0
Shilpa Gokhale	Trustee-Asst Secretary	1.00	Officer Director	$0	$0	$0
Peter Brown	CFO (replaced 7/23)	40.00	Officer	$101,205	$20,622	$121,827
Carolyn Johnson	Director of Development &	40.00	Highest	$109,126	$22,698	$131,824

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	$12,127,858	$11,804,367	$19,590,764	$323,491
2023	$11,677,571	$11,173,726	$20,088,819	$503,845
2022	$10,214,610	$9,943,906	$18,999,451	$270,704
2021	$10,799,516	$10,689,981	$19,734,532	$109,535
2020	$10,028,102	$9,946,256	$19,969,479	$81,846

Avery Coonley School