THOMAS JEFFERSON INDEP DAY SCHOOL (EIN 431626282) - 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

1992

Legal Domicile

Principal Officer

JOHN SWEENY

Phone

4177815124

Tax Period

2024-07-01 to 2025-06-30

THOMAS JEFFERSON INDEP DAY SCHOOL, founded in 1992, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

THOMAS JEFFERSON INDEPENDENT DAY SCHOOL IS A PRIVATE, INDEPENDENT SCHOOL PROVIDING EDUCATION FOR PRESCHOOL, ELEMENTARY AND SECONDARY STUDENTS.

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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 $1,865,623

Program Service Revenue $3,034,715

Investment Income $51,993

Other Revenue $559,586

TOTAL REVENUE $5,511,917

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,798,176

Fundraising Expenses $0

Program Expenses $4,095,818

Other Expenses $1,956,151

TOTAL EXPENSES $5,754,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,511,917	$5,095,521	+0.1%
Expenses	$5,754,327	$5,302,483	+0.1%
Net Income	$-242,410	$-206,962	+0.2%

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
LAURA MCDONALD	HEAD OF SCHO	40.00	Highest	$300,000	$11,279	$311,279
JEFF PARK	EMPLOYEE	40.00		$215,000	$17,747	$232,747
JILL BRENNAN	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
CHRIS FREEBORG	TRUSTEE	5.00	Director	$0	$0	$0
TRACEY GOODHOPE	TRUSTEE	5.00	Director	$0	$0	$0
ALISON HERSHEWE	ASSISTANT SE	5.00	Officer Director	$0	$0	$0
DAVID HUMPHREYS	TRUSTEE	5.00	Director	$0	$0	$0
DEBRA HUMPHREYS	CHAIRMAN EME	5.00	Officer Director	$0	$0	$0
MICHAEL MCDONALD	TRUSTEE	5.00	Director	$0	$0	$0
SAE RI RO	TRUSTEE	5.00	Director	$0	$0	$0
MIKE SHIFFERD	SECRETARY/TR	5.00	Officer Director	$0	$0	$0
JANA SMITH	TRUSTEE	5.00	Director	$0	$0	$0
JOHN SWEENY	PRESIDENT	5.00	Officer 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	$5,511,917	$5,754,327	$12,714,113	$-242,410
2024	$5,095,521	$5,302,483	$12,904,556	$-206,962
2023	$4,576,897	$4,957,399	$12,921,979	$-380,502
2022	$3,867,895	$4,517,991	$12,853,171	$-650,096
2021	$3,883,336	$4,475,363	$13,761,033	$-592,027
2020	$4,653,095	$4,565,240	$14,490,825	$87,855
2019	$4,412,800	$4,885,577	$15,357,284	$-472,777
2018	$4,643,022	$4,920,977	$15,724,310	$-277,955

THOMAS JEFFERSON INDEP DAY SCHOOL