Koan School (EIN 461694085) - 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

Greg Gullion

Phone

9407835566

Tax Period

2023-08-01 to 2024-07-31

Koan School, founded in 2012, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

To provide a low-cost alternative for private education while keeping class sizes small enough to accommodate the diverse interests and skills of young learners in our community.

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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 $34,233

Program Service Revenue $1,055,031

Investment Income $0

Other Revenue $4,974

TOTAL REVENUE $1,094,238

Expense Breakdown

Grants Paid $0

Salaries & Benefits $856,211

Fundraising Expenses $530

Program Expenses $1,054,565

Other Expenses $257,018

TOTAL EXPENSES $1,113,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,094,238	$972,443	+0.1%
Expenses	$1,113,229	$929,988	+0.2%
Net Income	$-18,991	$42,455	-1.4%

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

$51,733

Total Directors

$51,733

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Gullion	Head of School	40.00	Officer Director	$51,733	$0	$51,733
Patrick McLeod	Director	2.50	Director	$0	$0	$0
Angela Williams	Treasurer	2.50	Officer Director	$0	$0	$0
Elizabeth Graham	Director	2.50	Director	$0	$0	$0
George Nassar	Secretary	2.50	Officer Director	$0	$0	$0
Michael Zajchowski	President	2.50	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	No data	No data	No data	No data
2024	$1,094,238	$1,113,229	$1,793,883	$-18,991
2023	$972,443	$929,988	$1,861,446	$42,455
2022	$664,569	$611,918	$861,429	$52,651
2021	$478,970	$372,214	$749,055	$106,756
2020	$582,655	$562,451	$644,920	$20,204
2019	$556,343	$515,032	$682,309	$41,311
2018	$446,869	$452,113	$662,031	$-5,244

Koan School