ST PAUL ACADEMY AND SUMMIT SCHOOL (EIN 410943433) - 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

1969

Legal Domicile

Principal Officer

CHRISTIE JANSEN

Phone

6516961319

Tax Period

2023-07-01 to 2024-06-30

ST PAUL ACADEMY AND SUMMIT SCHOOL, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $45.8M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $40.8M left a modest 11% surplus.

Mission

TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION.

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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 $10,931,085

Program Service Revenue $33,454,315

Investment Income $1,391,950

Other Revenue $0

TOTAL REVENUE $45,777,350

Expense Breakdown

Grants Paid $7,098,839

Salaries & Benefits $21,440,098

Fundraising Expenses $1,228,811

Program Expenses $34,987,569

Other Expenses $12,270,776

TOTAL EXPENSES $40,809,713

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,777,350	$33,926,498	+0.3%
Expenses	$40,809,713	$38,264,505	+0.1%
Net Income	$4,967,637	$-4,338,007	-2.1%

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

452

Volunteers

300

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

$1,026,357

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY A O'BRIEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
LITTON E S FIELD JR	TREASURER	1.00	Officer Director	$0	$0	$0
PHILIP MCKOY	SECRETARY	4.00	Officer Director	$0	$0	$0
MARK W ADDICKS	TRUSTEE	1.00	Director	$0	$0	$0
BARLETT J BAKER	TRUSTEE	1.00	Director	$0	$0	$0
HYUNG CHOI	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER COATES	TRUSTEE	1.00	Director	$0	$0	$0
JEANNE COCHRAN	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE LILLY	TRUSTEE	1.00	Director	$0	$0	$0
SARAH THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
VARUN KHARBANDA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID A KRISTAL	TRUSTEE	1.00	Director	$0	$0	$0
BOB VERHEY	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA L NARAMORE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER PEARSON	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY SANNEH	TRUSTEE	1.00	Director	$0	$0	$0
CRISTINA ARELLANO	TRUSTEE	1.00	Director	$0	$0	$0
LUIS OTTLEY	HEAD OF SCHOOL	50.00	Officer	$580,314	$181,796	$762,110
CHRSTIE JANSEN	DIRECTOR OF FINANCE	40.00	Officer	$180,956	$83,291	$264,247
CINDY RICHTER	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$196,561	$49,194	$245,755
HEATHER PLOEN	DIRECTOR OF ADMISSION AND	40.00	Highest	$134,211	$76,642	$210,853
SARAH J ROMANS	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$178,691	$85,239	$263,930
MARY HILL	COLLEGE COUNSELING	40.00	Highest	$125,493	$35,496	$160,989
SARAH JOHNSON	HEAD OF ADVANCEMENT	40.00	Highest	$149,724	$24,859	$174,583

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	$45,777,350	$40,809,713	$159,001,564	$4,967,637
2023	$33,926,498	$38,264,505	$146,004,052	$-4,338,007
2022	$35,249,833	$36,460,837	$144,322,742	$-1,211,004
2021	$37,579,320	$36,130,930	$155,552,723	$1,448,390
2020	$34,177,806	$33,185,589	$144,164,701	$992,217
2019	$35,078,717	$33,429,011	$141,749,813	$1,649,706
2018	$38,017,838	$31,154,469	$133,909,142	$6,863,369

ST PAUL ACADEMY AND SUMMIT SCHOOL