GRAFTON SCHOOL INCORPORATED (EIN 540682401) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

ANGELA L BROWN

Phone

5405420200

Tax Period

2024-07-01 to 2025-06-30

GRAFTON SCHOOL INCORPORATED, founded in 1960, is a mid-sized nonprofit in the Education sector that reported $58.1M in total revenue in fiscal year 2018. Expenses of $54.2M left a modest 7% surplus.

Mission

GRAFTON CREATES SOLUTION-FOCUSED OPPORTUNITIES FOR INDIVIDUALS CHALLENGED BY COMPLEX DISABILITIES.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,387,152

Program Service Revenue $75,464,795

Investment Income $506,413

Other Revenue $1,625,083

TOTAL REVENUE $78,983,443

Expense Breakdown

Grants Paid $4,364

Salaries & Benefits $59,152,964

Fundraising Expenses $0

Program Expenses $66,942,506

Other Expenses $17,287,369

TOTAL EXPENSES $76,444,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,983,443	$73,963,435	+0.1%
Expenses	$76,444,697	$69,094,144	+0.1%
Net Income	$2,538,746	$4,869,291	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1069

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

$2,142,211

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN S PARTLOW	CHAIRMAN	0.90	Officer Director	$0	$0	$0
DOROTHY ANNE MEDINA	VICE CHAIRMAN	0.75	Officer Director	$0	$0	$0
BERNADINE DYKES	TREASURER	0.75	Officer Director	$0	$0	$0
GEMMA BROOKS	SECRETARY	0.75	Officer Director	$0	$0	$0
JOHN WILLINGHAM	DIRECTOR	0.37	Director	$0	$0	$0
DANIEL L CARTO	DIRECTOR	0.37	Director	$0	$0	$0
KEVIN J CALLANAN	DIRECTOR	0.37	Director	$0	$0	$0
PETER WARREN	DIRECTOR	0.37	Director	$0	$0	$0
CHELSEA HESTER	DIRECTOR	0.37	Director	$0	$0	$0
KEN BERGER	DIRECTOR	0.37	Director	$0	$0	$0
DEBORAH CAGLE WELLS	DIRECTOR	0.37	Director	$0	$0	$0
MATTHEW COLLINS	DIRECTOR	0.37	Director	$0	$0	$0
MINA FONSECA	DIRECTOR	0.37	Director	$0	$0	$0
JAMES STEWART	CHIEF EXECUTIVE OFFICER	40.00	Officer	$493,492	$54,516	$548,008
ANGELA BROWN	CHIEF FINANCIAL OFFICER	40.00	Officer	$220,901	$35,422	$256,323
VANESSA LANE	CHIEF ADMINISTRATIVE OFFIC	40.00	Officer	$236,071	$18,616	$254,687
KENT HOUCHINS	COO, COMMUNITY-BASED PROGR	40.00	Officer	$223,564	$21,049	$244,613
KIMBERLY SANDERS	PRESIDENT, UKERU SYSTEMS	40.00	Officer	$230,337	$11,416	$241,753
JAMES SANDERS	COO FACILITY BASED PROGRAM	40.00	Officer	$204,295	$11,304	$215,599
STEPHANIE DIXON	CHIEF HUMAN RESOURCES OFFICER	40.00	Officer	$199,832	$14,634	$214,466
ALLYSON DAVIS	CHIEF EDUCATION STRATEGY OFFICER	40.00	Officer	$160,100	$6,662	$166,762
ROBIA A FIELDS	MEDICAL DIRECTOR	40.00	Highest	$312,304	$15,451	$327,755
JULIE E LEWERENZ	PROGRAM PSYCHIATRIST	40.00	Highest	$276,561	$21,368	$297,929
MARY SCHORN-RHODA	NURSE PRACTITIONER	40.00	Highest	$199,485	$21,680	$221,165
JOHN SCOTT ZEITER	CLINICAL CONSULTANT	29.53	Highest	$175,834	$10,481	$186,315
KOFI AMOFAH	REGISTERED NURSE	65.00	Highest	$178,787	$2,925	$181,712

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	$78,983,443	$76,444,697	$68,312,692	$2,538,746
2024	$73,963,435	$69,094,144	$65,023,929	$4,869,291
2023	$58,914,673	$59,734,043	$59,282,442	$-819,370
2022	$59,458,949	$53,527,321	$59,407,353	$5,931,628
2021	$52,212,218	$53,909,066	$64,799,044	$-1,696,848
2020	$53,640,445	$52,639,891	$52,446,009	$1,000,554
2019	$58,123,369	$54,178,271	$47,583,988	$3,945,098

GRAFTON SCHOOL INCORPORATED