UNIVERSITY LIGGETT SCHOOL (EIN 381360536) - 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

1923

Legal Domicile

Principal Officer

ANCA MITCHELL

Phone

3138844444

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY LIGGETT SCHOOL, founded in 1923, is a mid-sized nonprofit in the Education sector that reported $25.0M in total revenue in fiscal year 2022.

Mission

ELEMENTARY & SECONDARY EDUCATION: PRE-SCHOOL THROUGH GRADE 12 (CONTINUED ON SCHEDULE O) CO-ED, COLLEGE PREPARATORY EDUCATION FOR 316 BOYS AND 202 GIRLS. STUDENTS OF COLOR COMPRISE 30% OF THE SCHOOL POPULATION. THE SCHOOL'S MISSION IS TO PROVIDE A FOUNDATION OF ACADEMIC EXCELLENCE IN A DIVERSE EDUCATIONAL ENVIRONMENT. FINANCIAL AID AWARDS ARE GRANTED TO 33% OF THE STUDENT POPULATION.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $2,918,407

Program Service Revenue $18,605,505

Investment Income $2,827,526

Other Revenue $619,028

TOTAL REVENUE $24,970,466

Expense Breakdown

Grants Paid $4,236,378

Salaries & Benefits $13,828,755

Fundraising Expenses $1,349,555

Program Expenses $20,466,032

Other Expenses $7,182,432

TOTAL EXPENSES $25,247,565

Year-over-Year Comparison

	2022	2021	Change
Revenue	$24,970,466	$25,942,079	0.0%
Expenses	$25,247,565	$24,333,470	+0.0%
Net Income	$-277,099	$1,608,609	-1.2%

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

264

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

$634,977

Total Directors

$429,306

Key Employees

$272,157

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIAN BRONK	HEAD OF SCHOOL (THROUGH 06/2023)	60.00	Officer Director	$353,069	$76,237	$429,306
DAVID A NICHOLSON	PRESIDENT - TRUSTEE	10.00	Officer Director	$0	$0	$0
REBECCA D'ARCY O'REILLY	VICE PRESIDENT - TRUSTEE	10.00	Officer Director	$0	$0	$0
GRETCHEN KNOELL	TREASURER - TRUSTEE	10.00	Officer Director	$0	$0	$0
WILLIAM BRUSILOW	SECRETARY - TRUSTEE	10.00	Officer Director	$0	$0	$0
AARON MONTGOMERY	TRUSTEE	10.00	Director	$0	$0	$0
BB FRIEDBERG REIS	TRUSTEE	10.00	Director	$0	$0	$0
CALVIN FORD	TRUSTEE	10.00	Director	$0	$0	$0
CARLA HALADJIAN	TRUSTEE	10.00	Director	$0	$0	$0
DOUG BLATT	TRUSTEE	10.00	Director	$0	$0	$0
JOAN PRIMO	TRUSTEE	10.00	Director	$0	$0	$0
JODY INGLE	TRUSTEE	10.00	Director	$0	$0	$0
JOHN W STROH III	TRUSTEE	10.00	Director	$0	$0	$0
KAREN FOX	TRUSTEE	10.00	Director	$0	$0	$0
KRISTEN FEEMSTER-KIM	TRUSTEE	10.00	Director	$0	$0	$0
LORE MORAN DODGE	TRUSTEE	10.00	Director	$0	$0	$0
NICHOLAS NOECKER	TRUSTEE	10.00	Director	$0	$0	$0
PAUL DUHAIME	TRUSTEE	10.00	Director	$0	$0	$0
RAYMOND PITERA	TRUSTEE	10.00	Director	$0	$0	$0
RICHARD BERRI	TRUSTEE	10.00	Director	$0	$0	$0
RICHARD DAHLING	TRUSTEE	10.00	Director	$0	$0	$0
RICK LEONARD	TRUSTEE	10.00	Director	$0	$0	$0
SAVARIOR MOSS-SERVICE	TRUSTEE	10.00	Director	$0	$0	$0
TONY SMITH	TRUSTEE	10.00	Director	$0	$0	$0
ANCA MITCHELL	CHIEF FINANCIAL OFFICER	60.00	Officer	$113,993	$91,678	$205,671
KELLEY HAMILTON ASSC HEAD	OF SCHOOL FOR EXT RELATIONS/OPS	60.00	Key Emp	$212,713	$59,444	$272,157
MICHEAL MEDVINSKY	DEAN OF PEDAGOGY AND INNOVATION	60.00	Highest	$102,904	$101,731	$204,635
PAUL ROSSI	ASSC. HEAD OF MIDDLE SCHOOL	60.00	Highest	$117,005	$57,730	$174,735
MARGARET DETTLINGER	ASSC. HEAD OF LOWER SCHOOL	60.00	Highest	$145,791	$15,192	$160,983
DENIELLE FLYNN MIDDLE	SCHOOL LEARNING SUPPORT SPECIALIST	60.00	Highest	$108,456	$48,174	$156,630
SHERNAZ MINWALLA	ASSC. HEAD OF UPPER SCHOOL	60.00	Highest	$126,199	$22,418	$148,617

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	No data	No data	No data	No data
2023	$24,970,466	$25,247,565	$52,221,024	$-277,099
2022	$25,942,079	$24,333,470	$51,608,437	$1,608,609
2021	$24,976,591	$23,464,606	$57,464,104	$1,511,985
2020	$22,298,581	$22,315,913	$55,572,509	$-17,332
2019	$20,339,288	$22,452,805	$54,977,729	$-2,113,517
2018	$22,660,075	$20,132,898	$54,130,737	$2,527,177

UNIVERSITY LIGGETT SCHOOL