Story School

EIN: 462394723 501(c)(3) Recreation & Sports

Lunenburg, MA

Total Revenue
$431,416
Total Expenses
$490,683
Total Assets
$180,413
Net Assets
$-107,479
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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
2013
Legal Domicile
MA
Tax Period
2023-01-01 to 2023-12-31

Story School, founded in 2013, is a small nonprofit in the Recreation & Sports sector that reported $431K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $491K exceeded revenue, resulting in a 14% operating deficit.

Mission

Story Stem educational camps

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,739
Program Service Revenue $410,664
Investment Income $13
Other Revenue $0
TOTAL REVENUE $431,416

Expense Breakdown

Grants Paid $0
Salaries & Benefits $186,420
Fundraising Expenses $13,491
Program Expenses $475,770
Other Expenses $304,263
TOTAL EXPENSES $490,683

Year-over-Year Comparison

2023 2022 Change
Revenue $431,416 $670,313 -0.4%
Expenses $490,683 $621,402 -0.2%
Net Income $-59,267 $48,911 -2.2%
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

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Governance

Voting Members
6
Independent Members
5
Employees
34
Volunteers
14

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
3
$0
Total Directors
4
$46,153
Key Employees
1
$46,153
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Christopher Wiley Executive Directior 50.00
Director Key Emp
$46,153 $0 $46,153
Lynn Zehab Director 2.00
Director
$0 $0 $0
Stephanie Lemien Director 2.00
Director
$0 $0 $0
Philip Biegler President 2.00
Officer Director
$0 $0 $0
Michael Matfess Tresurer 2.00
Officer
$0 $0 $0
Christine Yablonski Secretary 2.00
Officer
$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
2024 No data No data No data No data
2023 $431,416 $490,683 $180,413 $-59,267
2022 $670,313 $621,402 $114,319 $48,911
2021 $551,341 $668,931 $87,518 $-117,590
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