WHITFIELD SCHOOL INC (EIN 430911366) - 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

1968

Legal Domicile

Principal Officer

John C Cunningham

Phone

3144345141

Tax Period

2023-07-01 to 2024-06-30

WHITFIELD SCHOOL INC, founded in 1968, is a mid-sized nonprofit that reported $14.4M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $13.4M left a modest 7% surplus.

Mission

A small school community committed to kindness and trust, Whitfield inspires a diverse student body to lead lives of curiosity, integrity, and purpose.

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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 $2,850,922

Program Service Revenue $9,553,115

Investment Income $1,059,891

Other Revenue $900,755

TOTAL REVENUE $14,364,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,716,141

Fundraising Expenses $957,468

Program Expenses $11,453,513

Other Expenses $5,546,633

TOTAL EXPENSES $13,385,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,364,683	$12,527,279	+0.1%
Expenses	$13,385,724	$12,771,366	+0.0%
Net Income	$978,959	$-244,087	-5.0%

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

156

Volunteers

200

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

$457,105

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John C Cunningham	Head of School	65	Officer	$293,296	$27,120	$320,416
Ruth Greathouse	Principal	65	Highest	$177,991	$16,832	$194,823
David Lauer	Director of Business & Facilities	55	Officer	$117,817	$18,872	$136,689
Michael Roth	Director of Athletics	55	Highest	$111,446	$2,807	$114,253
Matthew DiGiulio	Middle School Director	55	Highest	$101,011	$9,984	$110,995
Robert Kampen	Assistant Director of Business & Facilities	55	Highest	$102,050	$4,712	$106,762
Andy Bryan	Trustee	2	Director	$0	$0	$0
Brian Chao	Trustee	2	Director	$0	$0	$0
Dave Cooperstein	Trustee	2	Director	$0	$0	$0
John Corn	Trustee	2	Director	$0	$0	$0
Tamara Estrill-Lett	Trustee	2	Director	$0	$0	$0
Ron Fox	Chair, Board of Trustees	2	Director	$0	$0	$0
Corey Jones	Trustee	2	Director	$0	$0	$0
Derik King	Trustee	2	Director	$0	$0	$0
Paul Minorini	Trustee	2	Director	$0	$0	$0
Karen Myers	Secretary, Board of Trustees	2	Director	$0	$0	$0
Melissa O'Connor	Trustee	2	Director	$0	$0	$0
Asim Raza	Trustee	2	Director	$0	$0	$0
Dave Ressner	Treasurer, Board of Trustees	2	Director	$0	$0	$0
Scott Rhodes	Trustee	2	Director	$0	$0	$0
Geneen Von Kloha	Trustee	2	Director	$0	$0	$0
Jeffrey Evitts	Trustee	2	Director	$0	$0	$0
Kris Mannen	Trustee	2	Director	$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	No data	No data	No data	No data
2024	$14,364,683	$13,385,724	$32,129,507	$978,959
2023	$12,527,279	$12,771,366	$30,825,145	$-244,087
2022	$12,277,432	$11,861,836	$28,107,434	$415,596
2021	$12,399,930	$11,574,264	$30,745,002	$825,666
2020	$11,437,613	$12,623,955	$27,283,825	$-1,186,342

WHITFIELD SCHOOL INC