OLDFIELDS SCHOOL INC (EIN 520591645) - 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

1926

Legal Domicile

Principal Officer

ELEANOR B HARTLEY

Phone

4104724800

Tax Period

2024-07-01 to 2025-06-30

OLDFIELDS SCHOOL INC, founded in 1926, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024. Expenses of $5.7M exceeded revenue, resulting in a 77% operating deficit.

Mission

OLDFIELDS SCHOOL'S MISSION IS TO EMBRACE EACH STUDENT'S AUTHENTIC SELF, EDUCATE THROUGH COLLABORATION, EMPOWER THE INDIVIDUAL VOICE, AND INSPIRE CONFIDENCE AND CONTINUAL GROWTH, LEADING TO A LIFE OF PURPOSE.

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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 $1,236,892

Program Service Revenue $1,639,577

Investment Income $238,239

Other Revenue $100,000

TOTAL REVENUE $3,214,708

Expense Breakdown

Grants Paid $507,805

Salaries & Benefits $2,477,162

Fundraising Expenses $152,872

Program Expenses $3,940,726

Other Expenses $2,711,522

TOTAL EXPENSES $5,696,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,214,708	$3,175,364	+0.0%
Expenses	$5,696,489	$5,082,901	+0.1%
Net Income	$-2,481,781	$-1,907,537	+0.3%

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

$273,870

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR BARBARA BAISLEY '88	CO-CHAIR	2.00	Officer Director	$0	$0	$0
TAYLOR SMITH	CO-CHAIR	2.00	Officer Director	$0	$0	$0
ELANOR BEACH HARTLEY '79	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DOUGIE SIMMONS CHRISTOFERSON	VICE CHAIR (PARTIAL YEAR)	2.00	Officer Director	$0	$0	$0
CHRISTOPHER SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTEN JOHNSON '10	SECRETARY	2.00	Officer Director	$0	$0	$0
AMANDA GEARY LOSACCO '11	SECRETARY (PARTIAL YEAR)	2.00	Officer Director	$0	$0	$0
TOM BERNIER P'16	TRUSTEE	1.00	Director	$0	$0	$0
JULIA COOTER COOK '82	TRUSTEE	1.00	Director	$0	$0	$0
ANN MIRANDA COOTER '78 P'15	TRUSTEE	1.00	Director	$0	$0	$0
ANGELICA JACKSON '09	TRUSTEE	1.00	Director	$0	$0	$0
ALEX LEVENTHAL	TRUSTEE	1.00	Director	$0	$0	$0
MEAGAN MARDINEY '82	TRUSTEE	1.00	Director	$0	$0	$0
CASEY PINKARD '07	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON ROSE '99	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY VIZZI '99	TRUSTEE	1.00	Director	$0	$0	$0
JOCELYN GRANTHAM WHITTINGTON '96	TRUSTEE	1.00	Director	$0	$0	$0
ANSLEY SMITHWICK	HEAD OF SCHOOL	40.00	Officer	$159,700	$2,089	$161,789
KEVIN RYAN	BUSINESS OFFICE MANAGER	40.00	Officer	$24,660	$900	$25,560
JEREMY MYERS	FORMER DIRECTOR OF FINANCE	40.00	Officer	$46,725	$50	$46,775
ELIZABETH HANSON	INTERIM CFO	40.00	Officer	$39,746	$0	$39,746

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	$3,214,708	$5,696,489	$14,171,800	$-2,481,781
2024	No data	No data	No data	No data
2023	$6,806,496	$10,366,867	$17,659,735	$-3,560,371
2022	$7,831,863	$10,100,362	$22,471,611	$-2,268,499
2021	$7,846,599	$9,307,029	$26,456,281	$-1,460,430
2020	$13,175,635	$9,852,853	$28,093,754	$3,322,782
2019	$7,949,484	$10,223,268	$26,422,297	$-2,273,784
2018	$11,821,892	$9,675,564	$28,600,539	$2,146,328

OLDFIELDS SCHOOL INC