THE HABERSHAM SCHOOL INC (EIN 454532060) - 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

2012

Legal Domicile

Principal Officer

PAT MCCARTY

Phone

9125090540

Tax Period

2023-06-01 to 2024-05-31

THE HABERSHAM SCHOOL INC, founded in 2012, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

The Habersham School operates a private school grounded in the Christian faith using a classical education learning model

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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 $475,216

Program Service Revenue $2,603,857

Investment Income $5,727

Other Revenue $0

TOTAL REVENUE $3,084,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,307,749

Fundraising Expenses $28,643

Program Expenses $2,945,042

Other Expenses $1,084,771

TOTAL EXPENSES $3,392,520

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,084,800	$2,751,578	+0.1%
Expenses	$3,392,520	$2,797,083	+0.2%
Net Income	$-307,720	$-45,505	+5.8%

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

$156,790

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BYRON COLLEY	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
CASEY REEVES	BOARD MEMBER	N/A	Director	$0	$0	$0
CAROLINE LIVINGOOD	BOARD SECRETARY	N/A	Officer Director	$0	$0	$0
MARSHALL DAVIS	BOARD TREASURER	N/A	Officer Director	$0	$0	$0
ROB KELLY	BOARD MEMBER	N/A	Director	$0	$0	$0
JOEY BOAEN	BOARD MEMBER	N/A	Director	$0	$0	$0
SCOTT SHIPPY	BOARD MEMBER	N/A	Director	$0	$0	$0
JIM GILL	BOARD MEMBER	N/A	Director	$0	$0	$0
KERI MARTIN	BOARD MEMBER	N/A	Director	$0	$0	$0
NATALIE PULJUNG	BOARD MEMBER	N/A	Director	$0	$0	$0
PAT MCCARTY	Head of School	40.00	Key Emp	$156,790	$0	$156,790

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
2024	$3,084,800	$3,392,520	$911,511	$-307,720
2023	$2,751,578	$2,797,083	$363,889	$-45,505
2022	$2,857,141	$2,250,086	$695,888	$607,055
2021	$2,614,124	$2,485,401	$776,847	$128,723
2020	$2,259,284	$2,320,406	$766,671	$-61,122
2019	$2,199,378	$2,265,382	$791,818	$-66,004
2018	$1,875,365	$1,851,272	$465,516	$24,093

THE HABERSHAM SCHOOL INC