UNION DAY SCHOOL INC (EIN 471782363) - 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

2016

Legal Domicile

Principal Officer

JOANNA WISE

Phone

7042561494

Tax Period

2024-07-01 to 2025-06-30

UNION DAY SCHOOL INC, founded in 2016, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2024. Expenses of $6.7M left a modest 8% surplus.

Mission

UNION DAY SCHOOL WILL DELIVER A RIGOROUS AND CONTENT-RICH EDUCATION TO A DIVERSE COMMUNITY OF STUDENTS, IN A SHARED CONVICTION THAT EACH STUDENT WILL ACHIEVE HIGH QUALITY ACADEMIC SUCCESS AND ENRICHED PERSONAL GROWTH.

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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 $7,000,227

Program Service Revenue $113,009

Investment Income $88,093

Other Revenue $91,846

TOTAL REVENUE $7,293,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,714,042

Other Expenses $6,714,042

TOTAL EXPENSES $6,714,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,293,175	$6,951,483	+0.0%
Expenses	$6,714,042	$6,663,307	+0.0%
Net Income	$579,133	$288,176	+1.0%

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

115

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

$98,934

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM LOVELL	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
JOAN E MAZZU	VICE CHAIR	5.00	Officer Director	$0	$0	$0
CELESTE SLAY	SECRETARY	5.00	Officer Director	$0	$0	$0
KIMBERLY KRAKOWSKI	BOARD MEMBER	5.00	Director	$0	$0	$0
F BOYCE THIES	BOARD MEMBER	5.00	Director	$0	$0	$0
JOANNA WISE	TREASURER	5.00	Officer Director	$0	$0	$0
JOELY LORD	EXECUTIVE DIRECTOR	40.00	Officer	$98,934	$0	$98,934

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	$7,293,175	$6,714,042	$3,248,245	$579,133
2024	No data	No data	No data	No data
2023	$5,693,606	$5,542,954	$2,395,731	$150,652
2022	$6,731,396	$6,191,809	$2,259,920	$539,587
2021	$5,648,033	$4,786,270	$1,699,237	$861,763
2020	$3,993,102	$4,271,065	$1,317,264	$-277,963
2019	$4,336,244	$3,932,617	$1,129,240	$403,627
2018	$3,315,287	$2,998,230	$737,811	$317,057

UNION DAY SCHOOL INC