ST LUKE'S SCHOOL (EIN 455288724) - 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

Phone

2129245960

Tax Period

2023-07-01 to 2024-06-30

ST LUKE'S SCHOOL, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $24.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

A COEDUCATIONAL EPISCOPAL DAY SCHOOL, PRESCHOOL THROUGH EIGHTH GRADE, FOR STUDENTS OF ALL FAITHS.

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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 $1,627,877

Program Service Revenue $21,555,182

Investment Income $558,605

Other Revenue $302,627

TOTAL REVENUE $24,044,291

Expense Breakdown

Grants Paid $3,379,403

Salaries & Benefits $12,326,729

Fundraising Expenses $612,428

Program Expenses $18,958,368

Other Expenses $9,195,814

TOTAL EXPENSES $24,901,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,044,291	$21,197,799	+0.1%
Expenses	$24,901,946	$21,935,054	+0.1%
Net Income	$-857,655	$-737,255	+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

141

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

$852,780

Total Directors

$207,569

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY FOGLE	CHAIR	1.0	Officer Director	$0	$0	$0
NIKKI FERGUSON-ARNOLD	VICE CHAIR	1.0	Officer Director	$0	$0	$0
REBECCA MORSE	SECRETARY	1.0	Officer Director	$0	$0	$0
SARAH JOHNSON	TREASURER	1.0	Officer Director	$0	$0	$0
TRACY FEDONCHIK	HEAD OF SCHOOL (As of 07/2023)	40.0	Officer Director	$195,737	$11,832	$207,569
WES POWELL	VICE CHAIR	1.0	Officer Director	$0	$0	$0
YELIN SONG	VICE CHAIR	1.0	Officer Director	$0	$0	$0
ALEWA COOPER	TRUSTEE	1.0	Director	$0	$0	$0
ASHLEY KADAKIA	TRUSTEE	1.0	Director	$0	$0	$0
COURTNEY COSTELLO	TRUSTEE	1.0	Director	$0	$0	$0
ELIZABETH DAL PIAZ	TRUSTEE	1.0	Director	$0	$0	$0
ELLA GEORGIADES	TRUSTEE	1.0	Director	$0	$0	$0
HAZEL BRANCHE	TRUSTEE	1.0	Director	$0	$0	$0
JEANNE OH	TRUSTEE	1.0	Director	$0	$0	$0
JOSH CLARK	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL CUDNEY	TRUSTEE	1.0	Director	$0	$0	$0
MONICA ELLIS	TRUSTEE	1.0	Director	$0	$0	$0
NAKISO MAODZA	TRUSTEE	1.0	Director	$0	$0	$0
REVE CAROLINE STACEY	TRUSTEE	1.0	Director	$0	$0	$0
ROGER ARCHER	TRUSTEE	1.0	Director	$0	$0	$0
SAM JORDAN	TRUSTEE	1.0	Director	$0	$0	$0
SHELLI MILKS	TRUSTEE	1.0	Director	$0	$0	$0
AYESHA LONG	Chief Diversity, Equity and Inclusion Officer (As of 07/2023)	40.0	Officer	$84,840	$5,615	$90,455
PEGGY CHEN	CHIEF COMMUNITY OFFICER	40.0	Officer	$181,055	$27,820	$208,875
SHEILA SHELDON	CFO & COO (As of 07/2023)	40.0	Officer	$126,301	$1,244	$127,545
SUSAN HARRIOT	CHIEF ADMISSIONS & ENROLLMENT	40.0	Officer	$174,521	$43,815	$218,336
AMALIA FRANCISCO	HEAD OF UPPER SCHOOL	40.0	Highest	$189,029	$1,477	$190,506
Ana Morgado	Director of Finance	40.0	Highest	$152,133	$13,402	$165,535
KARINA OTOYA-KNAPP	HEAD OF LOWER SCHOOL	40.0	Highest	$194,202	$28,331	$222,533
LAURIE MAHER-SAMRA	DIRECTOR OF LEARNING SERVICES	40.0	Highest	$169,012	$14,164	$183,176
NANCY TOMPKINS	ART TEACHER	40.0	Highest	$143,751	$27,673	$171,424
RAJIT MALHOTRA	CFO & COO (Through 6/2023)	1.0		$137,360	$12,571	$149,931
W BARTON BALDWIN JR	Head of School (Through 06/2023)	1.0		$263,124	$30,849	$293,973

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	$24,044,291	$24,901,946	$82,538,693	$-857,655
2023	$21,197,799	$21,935,054	$82,373,625	$-737,255
2022	$21,771,060	$20,094,177	$52,345,185	$1,676,883
2021	$21,507,772	$19,634,810	$50,281,249	$1,872,962
2020	$19,077,243	$18,131,435	$47,985,159	$945,808
2019	$19,410,378	$17,206,635	$44,656,829	$2,203,743
2018	$20,187,771	$16,258,343	$41,187,197	$3,929,428

ST LUKE'S SCHOOL