CURTIS SCHOOL FOUNDATION (EIN 510188298) - 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

1976

Legal Domicile

Principal Officer

BRIAN M HOLLIS

Phone

3104761251

Tax Period

2024-07-01 to 2025-06-30

CURTIS SCHOOL FOUNDATION, founded in 1976, is a mid-sized nonprofit that reported $31.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $8.1M, a strong 26% operating margin.

Mission

CURTIS SCHOOL FOUNDATION OPERATES A PRIMARY SCHOOL FOR DEVELOPMENTAL K-6TH GRADE.

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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 $6,340,354

Program Service Revenue $20,000,597

Investment Income $4,202,108

Other Revenue $490,536

TOTAL REVENUE $31,033,595

Expense Breakdown

Grants Paid $2,119,489

Salaries & Benefits $13,928,784

Fundraising Expenses $840,001

Program Expenses $17,376,984

Other Expenses $6,860,240

TOTAL EXPENSES $22,908,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,033,595	$28,665,524	+0.1%
Expenses	$22,908,513	$21,477,680	+0.1%
Net Income	$8,125,082	$7,187,844	+0.1%

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

Governance

Voting Members

Independent Members

Employees

135

Volunteers

100

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

$798,770

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG VARNEN	CHAIR	2.00	Officer Director	$0	$0	$0
LEE CHU	1ST VICE-CHAIR	2.00	Officer Director	$0	$0	$0
HARSHITH RAMESH	2ND VICE-CHAIR	2.00	Officer Director	$0	$0	$0
STEVE CHANG	TREASURER	2.00	Officer Director	$0	$0	$0
KARLA SAYLES	SECRETARY	2.00	Officer Director	$0	$0	$0
ERICKSON ALBRECHT	TRUSTEE	2.00	Director	$0	$0	$0
KAVITHA BHATIA	TRUSTEE	2.00	Director	$0	$0	$0
DILIP BHAVNANI	TRUSTEE	2.00	Director	$0	$0	$0
MARSHALL COLE	TRUSTEE	2.00	Director	$0	$0	$0
DANA COLEMAN	TRUSTEE	2.00	Director	$0	$0	$0
TALIB FAKHRI	TRUSTEE	2.00	Director	$0	$0	$0
ANN KONO	TRUSTEE	2.00	Director	$0	$0	$0
NICK MATUS	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN NEWMAN	TRUSTEE	2.00	Director	$0	$0	$0
SARAH SHULKIND	TRUSTEE	2.00	Director	$0	$0	$0
LESLIE VERMUT	TRUSTEE	2.00	Director	$0	$0	$0
JOHN WIMBISH	TRUSTEE	2.00	Director	$0	$0	$0
THEA ANDREWS WOLF	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL YANG	TRUSTEE	2.00	Director	$0	$0	$0
MEERA RATNESAR	HEAD OF SCHOOL	40.00	Officer	$411,256	$122,549	$533,805
BRIAN HOLLIS	CFO	40.00	Officer	$240,222	$24,743	$264,965
SARAH TINSLEY	COO	40.00	Highest	$209,178	$22,557	$231,735
MARIAN W PETRIE	DIRECTOR OF ADMISSIONS	40.00	Highest	$174,708	$29,640	$204,348
JEFFREY ALBERT	DIRECTOR OF FACILITIES	40.00	Highest	$162,971	$37,624	$200,595
HARUKA MORI	DIRECTOR OF LOWER SCHOOL	40.00	Highest	$154,490	$24,170	$178,660
ASHLEY MA	DIR OF 6TH GR & SECOND. SCHOOL OUTPL	40.00	Highest	$142,922	$24,965	$167,887

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	$31,033,595	$22,908,513	$128,741,292	$8,125,082
2024	$28,665,524	$21,477,680	$113,760,816	$7,187,844
2023	$24,833,415	$21,943,168	$77,010,170	$2,890,247
2022	$22,116,756	$20,893,742	$70,090,199	$1,223,014
2021	$19,348,920	$19,258,311	$75,927,733	$90,609
2020	$20,290,612	$18,756,036	$55,279,722	$1,534,576
2019	$18,731,545	$18,461,784	$53,931,553	$269,761
2018	$18,100,511	$17,938,266	$51,144,043	$162,245

CURTIS SCHOOL FOUNDATION