THE HOLTON ARMS SCHOOL (EIN 530196507) - 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

1964

Legal Domicile

Principal Officer

PENNY B EVINS

Phone

3013655300

Tax Period

2024-07-01 to 2025-06-30

THE HOLTON ARMS SCHOOL, founded in 1964, is a mid-sized nonprofit in the Education sector that reported $47.4M in total revenue in fiscal year 2024.

Mission

THE HOLTON ARMS SCHOOL IS AN EDUCATIONAL INSTITUTION FOR GIRLS IN GRADES THREE THROUGH TWELVE.

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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 $2,508,272

Program Service Revenue $41,733,588

Investment Income $2,913,927

Other Revenue $282,227

TOTAL REVENUE $47,438,014

Expense Breakdown

Grants Paid $4,952,235

Salaries & Benefits $27,707,784

Fundraising Expenses $2,215,817

Program Expenses $36,355,889

Other Expenses $14,062,538

TOTAL EXPENSES $46,722,557

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,438,014	$45,871,788	+0.0%
Expenses	$46,722,557	$44,747,979	+0.0%
Net Income	$715,457	$1,123,809	-0.4%

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

568

Volunteers

250

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

$1,204,370

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA HOLLADAY STERCHI	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
MARK ORDAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
JIM DARCEY	TREASURER	10.00	Officer Director	$0	$0	$0
CLARK ERVIN	SECRETARY	10.00	Officer Director	$0	$0	$0
HELEN CLARK ATKESON	TRUSTEE	3.00	Director	$0	$0	$0
MARCIA BATESON	TRUSTEE	3.00	Director	$0	$0	$0
GREGORY BERNSTEIN	TRUSTEE	3.00	Director	$0	$0	$0
CATHERINE BUTZ	TRUSTEE	3.00	Director	$0	$0	$0
PULLEN DANIEL	TRUSTEE	3.00	Director	$0	$0	$0
MIRIAM HERMAN	TRUSTEE	3.00	Director	$0	$0	$0
SHABA HOLLEY KEYS	TRUSTEE	3.00	Director	$0	$0	$0
SABAH IQBAL-RANA	TRUSTEE	3.00	Director	$0	$0	$0
ROBERT JESMER	TRUSTEE	3.00	Director	$0	$0	$0
ANNE KEISER	TRUSTEE	3.00	Director	$0	$0	$0
MOLLIE KLURFELD WILLIAMS	TRUSTEE	3.00	Director	$0	$0	$0
ROBERT NICHOLS	TRUSTEE	3.00	Director	$0	$0	$0
JENNIFER CORNFELD SCHENKER	TRUSTEE	3.00	Director	$0	$0	$0
JEREMY SCHWER	TRUSTEE	3.00	Director	$0	$0	$0
JEFF SELINGO	TRUSTEE (AS OF 09/24)	3.00	Director	$0	$0	$0
ELLEN SPIEGEL	TRUSTEE	3.00	Director	$0	$0	$0
DAVID THOMAS	TRUSTEE (AS OF 09/24)	3.00	Director	$0	$0	$0
RENEE THOMAS-SPENCER	TRUSTEE (AS OF 09/24)	3.00	Director	$0	$0	$0
PENNY EVINS	HEAD OF SCHOOL	40.00	Officer	$685,732	$116,257	$801,989
TRACEY FUDGE	CFO/COO	40.00	Officer	$365,302	$37,079	$402,381
ANN KANGAS	DIR. OF ADVANCEMENT (UNTIL 03/25)	40.00	Highest	$245,739	$39,200	$284,939
CHRISTOPHER LYNCH	DIRECTOR OF UPPER SCHOOL	40.00	Highest	$209,233	$85,752	$294,985
MIKE ROBERTSON	DIRECTOR OF IT	40.00	Highest	$191,911	$24,371	$216,282
LESLIE NELSON	DIRECTOR OF ENROLLMENT	40.00	Highest	$180,221	$53,636	$233,857
MICHAEL LIBURD	CONTROLLER (UNTIL 03/25)	40.00	Highest	$172,829	$24,350	$197,179
SUSANNA JONES	FORMER HEAD OF SCHOOL	40.00		$266,911	$0	$266,911

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	$47,438,014	$46,722,557	$152,171,128	$715,457
2024	No data	No data	No data	No data
2023	$46,133,108	$41,823,420	$137,236,028	$4,309,688
2022	$42,118,292	$40,136,689	$129,884,034	$1,981,603
2021	$38,119,997	$36,911,169	$133,918,121	$1,208,828
2020	$38,420,148	$38,392,141	$100,025,198	$28,007
2019	$39,622,597	$38,341,347	$107,704,045	$1,281,250
2018	$38,616,269	$37,056,008	$108,773,793	$1,560,261

THE HOLTON ARMS SCHOOL