CALVARY EPISCOPAL 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

2003

Legal Domicile

Principal Officer

CATHERINE BOHOT

Phone

5123211610

Tax Period

2023-07-01 to 2024-06-30

CALVARY EPISCOPAL SCHOOL, founded in 2003, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 60% operating margin.

Mission

TO PROVIDE AN ACADEMIC AND SPIRITUAL ENVIRONMENT THAT BUILDS THE MINDS AND FAITH OF THE PRESCHOOL, KINDERGARTEN AND PRIMARY SCHOOL GRADE LEVELS.

Program Service Accomplishments

Program 1

Expenses: $1,383,141 Revenue: $1,200,928

TO PROVDIE AN ACADEMIC AND SPIRITUAL ENVIRONMENT THAT BUILDS THE MINDS AND FAITH OF THE PRESCHOOL, KINDERGARTEN, AND PRIMARY SCHOOL GRADE LEVELS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,147,978

Program Service Revenue $1,200,928

Investment Income $78,203

Other Revenue $56,325

TOTAL REVENUE $3,483,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,026,254

Fundraising Expenses $0

Program Expenses $1,383,141

Other Expenses $356,887

TOTAL EXPENSES $1,383,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,483,434	$1,721,079	+1.0%
Expenses	$1,383,141	$1,250,261	+0.1%
Net Income	$2,100,293	$470,818	+3.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE BOHOT	HEAD OF SCHO	N/A	Officer Director	$0	$0	$0
LISA CHAVEZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
TADD GRIMES	TREASURER	N/A	Officer Director	$0	$0	$0
CALLIE JOHNSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JASON KINNEY	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMIE MCDONALD	BOARD MEMBER	N/A	Director	$0	$0	$0
LINDA SPEER	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
REV MATT STONE	CHAIRMAN	N/A	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	$3,483,434	$1,383,141	$5,023,128	$2,100,293
2023	$1,721,079	$1,250,261	$3,003,514	$470,818
2022	$2,228,695	$1,086,691	$2,257,321	$1,142,004
2021	$1,216,404	$1,048,794	$1,207,966	$167,610
2020	$1,173,390	$1,179,636	$926,061	$-6,246
2019	$1,152,929	$1,062,088	$952,442	$90,841