THE EPISCOPAL PRESCHOOL INC (EIN 522413636) - 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

2004

Legal Domicile

Principal Officer

Melanie Upfold

Phone

8472347980

Tax Period

2024-07-01 to 2025-06-30

THE EPISCOPAL PRESCHOOL INC, founded in 2004, is a small nonprofit in the Education sector that reported $221K in total revenue in fiscal year 2020. The organization ran a surplus of $45K, a strong 20% operating margin.

Mission

Episcopal-Based Preschool

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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 $0

Program Service Revenue $236,810

Investment Income $102

Other Revenue $0

TOTAL REVENUE $236,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $191,676

Fundraising Expenses $0

Program Expenses $148,983

Other Expenses $45,478

TOTAL EXPENSES $237,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$236,912	$266,952	-0.1%
Expenses	$237,154	$249,374	0.0%
Net Income	$-242	$17,578	-1.0%

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

N/A

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

$58,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melanie Upfold	Director	40	Officer	$58,500	$0	$58,500
Luke Back	Reverend	0	Officer Director	$0	$0	$0
John Masters	Secretary	0	Officer Director	$0	$0	$0
Elaine Burns	Treasurer	0	Officer Director	$0	$0	$0
Kevin Burns	Board Member	0	Officer Director	$0	$0	$0
Alexandra Priola	Board Member	0	Officer Director	$0	$0	$0

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	$236,912	$237,154	$213,053	$-242
2024	$266,952	$249,374	$244,174	$17,578
2023	$281,883	$241,996	$240,934	$39,887
2022	$285,193	$239,089	$209,290	$46,104
2021	$220,543	$175,596	$150,291	$44,947

THE EPISCOPAL PRESCHOOL INC