THE PERKINS SCHOOL (EIN 510460994) - 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

2003

Legal Domicile

Principal Officer

BARRY WRIGHT

Phone

2065268217

Tax Period

2022-07-01 to 2023-06-30

THE PERKINS SCHOOL, founded in 2003, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 11% surplus.

Mission

THE PERKINS SCHOOL COMMUNITY CULTIVATES BRAVERY, CURIOSITY, EMPATHY, AND JOY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $360,682

Program Service Revenue $3,093,301

Investment Income $20,350

Other Revenue $13,850

TOTAL REVENUE $3,488,183

Expense Breakdown

Grants Paid $269,547

Salaries & Benefits $1,929,686

Fundraising Expenses $23,594

Program Expenses $2,510,285

Other Expenses $892,220

TOTAL EXPENSES $3,096,453

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,488,183	$3,158,235	+0.1%
Expenses	$3,096,453	$2,670,373	+0.2%
Net Income	$391,730	$487,862	-0.2%

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

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

$296,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANI DELANEY	CHAIR	1.00	Officer Director	$0	$0	$0
JILLIAN CUTLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RUMEENA BHALLA	SECRETARY	1.00	Officer Director	$0	$0	$0
NIKHIL HALDAVNEKAR	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISSY SINCLAIR	TRUSTEE	1.00	Director	$0	$0	$0
ALISSA AGNELLO	TRUSTEE	1.00	Director	$0	$0	$0
SARAH CLIFTON	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
SONJA EVERSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN FORTNEY	TREASURER	1.00	Director	$0	$0	$0
BARRY WRIGHT	HEAD OF SCHOOL	40.00	Officer	$170,188	$8,709	$178,897
ANGIE GIANELLI	BUSINESS MANAGER	40.00	Officer	$107,277	$10,126	$117,403

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	No data	No data	No data	No data
2023	$3,488,183	$3,096,453	$10,196,277	$391,730
2022	$3,158,235	$2,670,373	$7,830,568	$487,862
2021	$2,968,955	$2,603,626	$6,174,093	$365,329
2020	$2,634,516	$2,305,675	$5,945,752	$328,841
2019	$2,607,992	$2,192,908	$5,639,912	$415,084

THE PERKINS SCHOOL