THE SARA MARIE SCHOOL (EIN 461054742) - 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

CHERYL GLICK

Phone

5182803982

Tax Period

2023-07-01 to 2024-06-30

THE SARA MARIE SCHOOL, founded in 2012, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 3% surplus.

Mission

A PRIVATE INDEPENDENT SCHOOL ENCOURAGING LOVE FOR SELF, BUILDING CHARACTER, AND STRONG COMMUNITY INVOLVEMENT, ALL WHILE BUIDING A FIRM EDUCATIONAL FOUNDATION.

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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 $8,390

Program Service Revenue $1,134,704

Investment Income $0

Other Revenue $22,032

TOTAL REVENUE $1,165,126

Expense Breakdown

Grants Paid $0

Salaries & Benefits $872,113

Fundraising Expenses $0

Program Expenses $881,110

Other Expenses $253,151

TOTAL EXPENSES $1,125,264

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,165,126	$1,011,494	+0.2%
Expenses	$1,125,264	$928,929	+0.2%
Net Income	$39,862	$82,565	-0.5%

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

N/A

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
CHERYL GLICK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JASON PENDERGAST	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARLES HOMIC	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE OSBORN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MOORE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JETTE	DIRECTOR	1.00	Director	$0	$0	$0
GLENN KRAUSS	DIRECTOR	1.00	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	$1,165,126	$1,125,264	$331,662	$39,862
2023	$1,011,494	$928,929	$353,882	$82,565
2022	$857,899	$834,367	$108,823	$23,532
2021	$686,350	$725,736	$85,610	$-39,386
2020	$604,376	$656,620	$126,070	$-52,244

THE SARA MARIE SCHOOL