PRIMROSE HILL SCHOOL

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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

2014

Legal Domicile

Principal Officer

DAVID FULTON

Phone

8458761226

Tax Period

2022-07-01 to 2023-06-30

PRIMROSE HILL SCHOOL, founded in 2014, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2022. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 9% surplus.

Mission

THE ORGANIZATION IS COMMITTED TO NURTURING INDEPENDENT THINKIERS THROUGH THE WALDORF PHILOSOPHY OF EDUCATION BY EDUCATING GRADE PRE-K THROUGH 7TH GRADE.

Program Service Accomplishments

Program 1

Expenses: $451,904 Revenue: $404,580

EARLY CHILDHOOD - NURSERY AND KINDERGARTEN CLASSROOMS FOR CHILDREN AGES 3-4 AND 5-6, RESPECTIVELY. CHILDREN ENGAGE IN SONGS, STORIES, PUPPET SHOWS, RHYTHMIC GAMES, DRAMATIC PLAY, OUTDOOR PLAY, AND...

EARLY CHILDHOOD - NURSERY AND KINDERGARTEN CLASSROOMS FOR CHILDREN AGES 3-4 AND 5-6, RESPECTIVELY. CHILDREN ENGAGE IN SONGS, STORIES, PUPPET SHOWS, RHYTHMIC GAMES, DRAMATIC PLAY, OUTDOOR PLAY, AND NATURE WALKS. THESE ACTIVITIES CULTIVATE LANGUAGE, MEMORY, IMAGINATION, FINE AND GROSS MOTOR SKILLS, COORDINATION, AND CONCENTRATION, AND SET THE STAGE FOR ACADEMIC AND PROBLEM-SOLVING IN GRADE SCHOOL.

Program 2

Expenses: $732,819 Revenue: $656,075

GRADE SCHOOL - CURRICULUM FOR CHILDREN IN GRADES 1 THROUGH 6. IN ADDITION TO ACADEMICS, OTHER SUBJECTS INCLUDE LANGUAGE, HANDWORK, MUSIC, MOVEMENT, AND AGRICULTURAL ARTS. ALL STUDENTS SPEND AMPLE...

GRADE SCHOOL - CURRICULUM FOR CHILDREN IN GRADES 1 THROUGH 6. IN ADDITION TO ACADEMICS, OTHER SUBJECTS INCLUDE LANGUAGE, HANDWORK, MUSIC, MOVEMENT, AND AGRICULTURAL ARTS. ALL STUDENTS SPEND AMPLE TIME OUTDOORS AND ARE INVOLVED IN ANIMAL CARE ON THE SCHOOL'S FARM.

Program 3

Expenses: $36,641 Revenue: $32,804

SUMMER SCHOOL - THE CAMP PROGRAM ALLOWS KIDS TO DISCOVER, PLAY, AND CREATE DURING THE SUMMER MONTHS. THE CAMP PROGRAM INCLUDES GARDENING, CIRCUS TRAINING, FARMING, DANCING, AND COOKING. THE PROGRAM IS AVAILABLE FOR CHILDREN AGES 3-12 AND IS HOSTED IN THE SCHOOL'S WALDORF-INSPIRED CAMPUS EQUIPPED WITH FULL CLASSROOMS, A FARM, GREENHOUSE, GARDEN, ANIMALS, AND OUTDOOR SPACE TO PLAY AND CREATE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $607,815

Program Service Revenue $1,093,459

Investment Income $0

Other Revenue $-3,754

TOTAL REVENUE $1,697,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,137,840

Fundraising Expenses $35,516

Program Expenses $1,221,364

Other Expenses $403,091

TOTAL EXPENSES $1,540,931

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,697,520	$1,370,636	+0.2%
Expenses	$1,540,931	$1,429,823	+0.1%
Net Income	$156,589	$-59,187	-3.6%

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

$68,884

Total Directors

$127,492

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER NELSON	TRUSTEE	4.00	Director	$58,608	$0	$58,608
CHRISTINE GOOD	SECRETARY	4.00	Officer Director	$68,884	$0	$68,884
DAVID FULTON	CHAIRPERSON	4.00	Officer Director	$0	$0	$0
ERIN HILGART	TRUSTEE	4.00	Director	$0	$0	$0
MATTHEW JOHNSTON	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
2023	$1,697,520	$1,540,931	$404,213	$156,589
2022	$1,370,636	$1,429,823	$414,753	$-59,187
2021	$709,267	$1,095,508	$294,184	$-386,241
2020	$664,845	$849,733	$334,442	$-184,888