SANFORD 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

1930

Legal Domicile

Principal Officer

JAIME MORGAN

Phone

3022356500

Tax Period

2024-07-01 to 2025-06-30

SANFORD SCHOOL, founded in 1930, is a mid-sized nonprofit in the Education sector that reported $23.6M in total revenue in fiscal year 2024. Expenses of $22.4M left a modest 5% surplus.

Mission

AN INDEPENDENT COEDUCATIONAL SCHOOL PRESCHOOL TO 12TH GRADE. OUR ULTIMATE GOAL IS TO TEACH STUDENTS IN ORDER TO PREPARE THEM TO MEET THE DEMANDS AND RESPONSIBILITIES OF THE FUTURE.

Program Service Accomplishments

Program 1

Expenses: $17,108,739 Revenue: $19,138,002

PROVIDE QUALITY EDUCATION FOR STUDENTS IN PRIMARY AND SECONDARY EDUCATION SETTINGS (PRESCHOOL TO 12TH GRADE)

Program 2

Expenses: $446,630 Revenue: $541,263

AUXILIARY SERVICES AND PROGRAMS - BOOKSTORE, FOOD SERVICE, SUMMER PROGRAMS, EXTENDED DAY

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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 $3,539,850

Program Service Revenue $19,679,265

Investment Income $349,836

Other Revenue $32,477

TOTAL REVENUE $23,601,428

Expense Breakdown

Grants Paid $5,022,703

Salaries & Benefits $12,908,802

Fundraising Expenses $479,824

Program Expenses $17,555,369

Other Expenses $4,469,400

TOTAL EXPENSES $22,400,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,601,428	$22,975,305	+0.0%
Expenses	$22,400,905	$21,038,798	+0.1%
Net Income	$1,200,523	$1,936,507	-0.4%

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

291

Volunteers

120

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

$445,346

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THEODORE H DWYER III	TRUSTEE	5.00	Director	$0	$0	$0
CHAI GADDE	TRUSTEE	5.00	Director	$0	$0	$0
LAURA GIARDINA	TRUSTEE	5.00	Director	$0	$0	$0
SUSAN KEISER	TREASURER	5.00	Officer Director	$0	$0	$0
DESMOND A BAKER	TRUSTEE	5.00	Director	$0	$0	$0
JASON RUSSELL	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHRISTOPHER T GRUNDNER	TRUSTEE	5.00	Director	$0	$0	$0
KENNY MITCHELL	TRUSTEE	5.00	Director	$0	$0	$0
KATHERINE G ROSENTHAL	SECRETARY	5.00	Officer Director	$0	$0	$0
STANLEY R SYKORA	TRUSTEE	5.00	Director	$0	$0	$0
LISA LLOYD-WASHINGTON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LINDA RISK	TRUSTEE	5.00	Director	$0	$0	$0
BARRY DAVIS	TRUSTEE	5.00	Director	$0	$0	$0
TODD FLUBACHER	TRUSTEE	5.00	Director	$0	$0	$0
RYAN STRUTHERS	TRUSTEE	5.00	Director	$0	$0	$0
REBECCA WASNIEWSKI	TRUSTEE	5.00	Director	$0	$0	$0
MARK DENLINGER	TRUSTEE	5.00	Director	$0	$0	$0
LEWIS MACLEOD	TRUSTEE	5.00	Director	$0	$0	$0
PARIS DUPREE	TRUSTEE	5.00	Director	$0	$0	$0
PETER DANBY	TRUSTEE	5.00	Director	$0	$0	$0
HELENE LEE	TRUSTEE	5.00	Director	$0	$0	$0
CHRISTINE RAMSEY	HOME AND SCHOOL ASSOC. PRESIDENT	5.00	Director	$0	$0	$0
MARK J ANDERSON	HEAD OF SCHOOL	40.00	Officer	$354,008	$91,338	$445,346
JAIME MORGAN	ASSOC H.O.S.	40.00	Highest	$152,625	$45,079	$197,704
ABIGAIL SMITH	HEAD OF UPPER SCHOOL	40.00	Highest	$138,325	$51,732	$190,057
REBECCA MCCUDDEN	DIRECTOR OF BUSINESS	40.00	Highest	$119,300	$5,035	$124,335
EMILY AMENDUM	HEAD OF MIDDLE SCHOOL	40.00	Highest	$119,300	$36,393	$155,693
HEATHER STINSON	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$123,500	$45,012	$168,512

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	$23,601,428	$22,400,905	$37,364,165	$1,200,523
2024	$22,975,305	$21,038,798	$34,988,944	$1,936,507
2023	$19,119,359	$20,303,948	$32,666,091	$-1,184,589
2022	$20,013,159	$18,872,213	$33,539,309	$1,140,946
2021	$21,842,561	$17,953,535	$34,976,077	$3,889,026
2020	$17,984,684	$16,577,652	$30,011,252	$1,407,032
2019	$16,507,930	$16,544,722	$25,793,795	$-36,792