Sedgefield School Inc (EIN 463360303) - 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

Ariana Shahinfar

Phone

9803550900

Tax Period

2024-07-01 to 2025-06-30

Sedgefield School Inc, founded in 2013, is a small nonprofit in the Education sector that reported $896K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

Our mission is to support the natural development of children from theages of three to twelve by providing authentic, AMI Montessori learning environments where children have the opportunity to engage in joyful, purposeful, and self-selected work.

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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 $239

Program Service Revenue $854,896

Investment Income $41,342

Other Revenue $0

TOTAL REVENUE $896,477

Expense Breakdown

Grants Paid $1,050

Salaries & Benefits $649,267

Fundraising Expenses $0

Program Expenses $484,687

Other Expenses $220,077

TOTAL EXPENSES $870,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$896,477	$777,207	+0.2%
Expenses	$870,394	$852,425	+0.0%
Net Income	$26,083	$-75,218	-1.3%

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

$74,764

Total Directors

$74,764

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allyson Creel	Head of School	40.00	Officer Director	$74,764	$0	$74,764
Amy Lovett	Board Member	2.00	Director	$0	$0	$0
Patricia Kelly	Patricia Kelly	1.00	Director	$0	$0	$0
Joanna Smith	Board Member	1.00	Director	$0	$0	$0
Ariana Shahinfar	Chairman of the Board	4.00	Officer Director	$0	$0	$0
Danielle Cook	Secretary	3.00	Officer Director	$0	$0	$0
Paul Ibsen	Treasurer	4.00	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	$896,477	$870,394	$1,092,179	$26,083
2024	No data	No data	No data	No data
2023	$747,913	$717,184	$884,562	$30,729
2022	$791,030	$708,404	$877,560	$82,626
2021	$820,980	$642,396	$753,676	$178,584
2020	$578,192	$487,789	$568,998	$90,403
2019	$511,951	$442,296	$405,982	$69,655
2018	$435,852	$402,311	$330,179	$33,541

Sedgefield School Inc