THE TATNALL SCHOOL INC (EIN 510071443) - 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

1930

Legal Domicile

Principal Officer

KYLE LEWIS

Phone

3029982292

Tax Period

2023-07-01 to 2024-06-30

THE TATNALL SCHOOL INC, founded in 1930, is a mid-sized nonprofit in the Education sector that reported $17.9M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $21.4M exceeded revenue, resulting in a 20% operating deficit.

Mission

TATNALL INSPIRES THE JOYFUL PURSUIT OF EXCELLENCE. WE VALUE CURIOSITY, WE FOSTER PERSEVERANCE, AND WE CULTIVATE CITIZENSHIP - ALL TO ENGAGE THE WORLD WITH COMMITMENT AND INTEGRITY.

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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 $981,340

Program Service Revenue $15,546,363

Investment Income $1,035,968

Other Revenue $323,042

TOTAL REVENUE $17,886,713

Expense Breakdown

Grants Paid $5,222,134

Salaries & Benefits $10,968,548

Fundraising Expenses $693,518

Program Expenses $17,184,232

Other Expenses $5,236,118

TOTAL EXPENSES $21,426,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,886,713	$18,879,153	-0.1%
Expenses	$21,426,800	$20,193,016	+0.1%
Net Income	$-3,540,087	$-1,313,863	+1.7%

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

225

Volunteers

150

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

$602,983

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBY MROZINSKI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS DANIELS	PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORDIE HAYWARD	TREASURER	1.00	Officer Director	$0	$0	$0
GREG WERKHEISER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LEY HAMILTON	TRUSTEE	1.00	Director	$0	$0	$0
SARAH BAYLIN	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN SILVER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID T WOODS	TRUSTEE	1.00	Director	$0	$0	$0
TERRI YOUNG	TRUSTEE	1.00	Director	$0	$0	$0
KEITH MORTON	TRUSTEE	1.00	Director	$0	$0	$0
JULEE SCHWIEGER	TRUSTEE	1.00	Director	$0	$0	$0
CAROLINE TATNALL KETCHAM	TRUSTEE	1.00	Director	$0	$0	$0
PAM POLITIS	TRUSTEE	1.00	Director	$0	$0	$0
LONI TABB	TRUSTEE	1.00	Director	$0	$0	$0
VINCE WATCHORN	TRUSTEE	1.00	Director	$0	$0	$0
SALLY VEGHTE	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE WU	SECRETARY	1.00	Officer Director	$0	$0	$0
CAROLINE MCILVAIN	TRUSTEE	1.00	Director	$0	$0	$0
KYLE LEWIS	CFO	40.00	Officer	$119,715	$24,906	$144,621
ANDREW MARTIRE	HEAD OF SCHOOL	40.00	Officer	$409,925	$48,437	$458,362
BRENDAN MINNIHAN	HEAD OF MIDDLE SCHOOL	40.00	Highest	$135,625	$28,602	$164,227
PATRICK CASTAGNO	TEACHER	40.00	Highest	$104,566	$21,782	$126,348
WILLIAM SCHLUTER	HEAD OF UPPER SCHOOL	40.00	Highest	$121,625	$10,852	$132,477
PATRICK MANAHAN	DIRECTOR OF ADVANCEMENT	40.00	Highest	$120,500	$4,743	$125,243
ANGELO FONTANAZZA	DIRECTOR OF OPERATIONS	40.00	Highest	$110,347	$24,401	$134,748

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	$17,886,713	$21,426,800	$46,926,803	$-3,540,087
2023	$18,879,153	$20,193,016	$48,276,027	$-1,313,863
2022	$19,526,911	$19,773,467	$48,687,568	$-246,556
2021	$20,047,625	$18,696,182	$55,191,373	$1,351,443
2020	$17,890,747	$18,370,526	$49,868,887	$-479,779
2019	$19,835,009	$19,823,997	$50,073,477	$11,012

THE TATNALL SCHOOL INC