THE JAMES AND GRACE LEE BOGGS SCHOOL (EIN 463002637) - 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

2013

Legal Domicile

Principal Officer

AMANDA ROSMAN

Phone

3139232301

Tax Period

2024-07-01 to 2025-06-30

THE JAMES AND GRACE LEE BOGGS SCHOOL, founded in 2013, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 6% surplus.

Mission

THE MISSION OF THE BOGGS SCHOOL IS TO NURTURE CREATIVE, CRITICAL THINKERS WHO CONTRIBUTE TO THE WELL-BEING OF THEIR COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,539,419

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,539,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,232,743

Fundraising Expenses $0

Program Expenses $2,142,619

Other Expenses $1,157,192

TOTAL EXPENSES $2,389,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,539,419	$2,379,726	+0.1%
Expenses	$2,389,935	$2,362,640	+0.0%
Net Income	$149,484	$17,086	+7.7%

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

$180,490

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA PUTNAM	Principal	50.00	Officer	$90,416	$0	$90,416
AMANDA ROSMAN	Executive Dir.	50.00	Officer	$90,074	$0	$90,074
KENNY ROSE	Vice President	2.00	Officer Director	$0	$0	$0
COURTNEY WISE RANDOLPH	President	2.00	Officer Director	$0	$0	$0
SOH SUZUKI	Treasurer	2.00	Officer Director	$0	$0	$0
RONALD RIVERS	BOARD MEMBER	2.00	Director	$0	$0	$0
KATRIN ROBERTSON	Secretary	2.00	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	$2,539,419	$2,389,935	$799,621	$149,484
2024	$2,379,726	$2,362,640	$683,844	$17,086
2023	$2,231,825	$2,194,856	$606,959	$36,969
2022	$1,936,386	$2,015,043	$563,769	$-78,657
2021	$1,740,193	$1,681,515	$602,956	$58,678
2020	$1,626,219	$1,562,362	$560,143	$63,857
2019	$1,525,786	$1,407,243	$525,725	$118,543

THE JAMES AND GRACE LEE BOGGS SCHOOL