EPISCOPAL SCHOOL OF NASHVILLE

EIN: 471887747 501(c)(3) Education

NASHVILLE, TN

Total Revenue
$4,482,817
Total Expenses
$4,051,282
Total Assets
$2,935,968
Net Assets
$955,921
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
TN
Principal Officer
JAMES JORDAN DR
Tax Period
2023-07-01 to 2024-06-30

EPISCOPAL SCHOOL OF NASHVILLE, founded in 2014, is a community nonprofit in the Education sector that reported $4.5M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $4.1M left a modest 10% surplus.

Mission

THE EPISCOPAL SCHOOL OF NASHVILLE, A DIVERSE URBAN INDEPENDENT SCHOOL, IS DEDICATED TO NURTURING THE JOY OF LEARNING AND THE SPIRIT OF DISCOVERY IN EACH OF ITS STUDENTS.

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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 $1,788,262
Program Service Revenue $2,677,159
Investment Income $4,227
Other Revenue $13,169
TOTAL REVENUE $4,482,817

Expense Breakdown

Grants Paid $635,678
Salaries & Benefits $2,464,652
Fundraising Expenses $301,542
Program Expenses $3,294,279
Other Expenses $950,952
TOTAL EXPENSES $4,051,282

Year-over-Year Comparison

2023 2022 Change
Revenue $4,482,817 $3,547,452 +0.3%
Expenses $4,051,282 $3,547,962 +0.1%
Net Income $431,535 $-510 -847.1%
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
23
Independent Members
23
Employees
59
Volunteers
23

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
5
$186,734
Total Directors
24
$186,734
Key Employees
1
$186,734
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES JORDAN HEAD OF SCHOOL 40.00
Officer Director Key Emp
$186,734 $0 $186,734
PAM V SCHMIDT TRUSTEE 1.00
Director
$0 $0 $0
BROOKS SMITH TRUSTEE 1.00
Director
$0 $0 $0
DR BILL RICHIE TRUSTEE 1.00
Director
$0 $0 $0
ROBINSON REGEN TRUSTEE 1.00
Director
$0 $0 $0
AMOS MALEY TRUSTEE 1.00
Director
$0 $0 $0
RICHARD KENNELLY TRUSTEE 1.00
Director
$0 $0 $0
HAROLD LOVE TRUSTEE 1.00
Director
$0 $0 $0
DR ELLEN WRIGHT TRUSTEE 1.00
Director
$0 $0 $0
THE REV DR MOLLY DALE SMITH TRUSTEE 1.00
Director
$0 $0 $0
KATHRYN THOMPSON TRUSTEE 1.00
Director
$0 $0 $0
LISA ASTON TRUSTEE 1.00
Director
$0 $0 $0
ROBERT BLACK TRUSTEE 1.00
Director
$0 $0 $0
CATHERINE GRACE TRUSTEE 1.00
Director
$0 $0 $0
WENDY BUNTIN TRUSTEE 1.00
Director
$0 $0 $0
ALLIE BOHANNON TRUSTEE 1.00
Director
$0 $0 $0
GARETH ADEN TRUSTEE 1.00
Director
$0 $0 $0
CRAIG LAINE TRUSTEE 1.00
Director
$0 $0 $0
DREW HOLCOMB TRUSTEE 1.00
Director
$0 $0 $0
THE REV JODY HOWARD TRUSTEE 1.00
Director
$0 $0 $0
DAVE GOETZ VICE-CHAIR 10.00
Officer Director
$0 $0 $0
KATHERINE MURRIE SECRETARY 10.00
Officer Director
$0 $0 $0
MARY LEA BRYANT CHAIR 10.00
Officer Director
$0 $0 $0
EDWARD BURGESS TREASURER 10.00
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 No data No data No data No data
2024 $4,482,817 $4,051,282 $2,935,968 $431,535
2023 $3,547,452 $3,547,962 $2,900,618 $-510
2022 $2,836,125 $2,763,730 $2,272,252 $72,395
2021 $3,447,310 $2,424,596 $1,909,675 $1,022,714
2020 $1,400,735 $2,226,528 $594,639 $-825,793
2019 $942,720 $1,138,340 $379,566 $-195,620
2018 $851,145 $850,405 $502,071 $740
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