POWHATAN SCHOOL INC (EIN 540758760) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

CARSON ROY

Phone

5408371009

Tax Period

2024-07-01 to 2025-06-30

POWHATAN SCHOOL INC, founded in 1948, is a community nonprofit in the Education sector that reported $6.6M in total revenue in fiscal year 2017. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 26% operating margin.

Mission

POWHATAN IS AN INDEPENDENT AND NON-SECTARIAN, CO-EDUCATIONAL SCHOOL THAT PROVIDES A STRONG FOUNDATION IN THE TRADITIONAL ACADEMIC DISCIPLINES IN A SUPPORTIVE ENVIRONMENT IN GRADES PRE-K THROUGH EIGHT.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $957,487

Program Service Revenue $6,076,056

Investment Income $574,165

Other Revenue $124,639

TOTAL REVENUE $7,732,347

Expense Breakdown

Grants Paid $390,010

Salaries & Benefits $4,762,267

Fundraising Expenses $310,465

Program Expenses $5,592,833

Other Expenses $1,692,715

TOTAL EXPENSES $6,844,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,732,347	$7,321,047	+0.1%
Expenses	$6,844,992	$6,629,872	+0.0%
Net Income	$887,355	$691,175	+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

100

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

$216,163

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANGDON GREENHALGH	TRUSTEE	1.00	Officer Director	$0	$0	$0
NIKI KOFSKY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOANNA SCHILLING	TRUSTEE	1.00	Director	$0	$0	$0
JEFF CESNIK	TREASURER	1.00	Officer Director	$0	$0	$0
GAURAV AGARWAL	TRUSTEE	1.00	Director	$0	$0	$0
IMMY BYRD GLAIZE	TRUSTEE	1.00	Director	$0	$0	$0
FRANNY CRAWFORD	TRUSTEE	1.00	Director	$0	$0	$0
KATIE MCMAHON	TRUSTEE	1.00	Director	$0	$0	$0
LISA HAYNIE	TRUSTEE	1.00	Director	$0	$0	$0
OLIVIA LANDRY	SECRETARY	1.00	Officer Director	$0	$0	$0
BRYAN LAIRD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN MOTICHKA	TRUSTEE	1.00	Director	$0	$0	$0
MEETUL PATEL	TRUSTEE	1.00	Director	$0	$0	$0
ELFORD STEPHENS	TRUSTEE	1.00	Director	$0	$0	$0
HAROLD SCHLIESSKE	TRUSTEE	1.00	Director	$0	$0	$0
ANNE WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
CELIE HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
CARSON ROY	HEAD OF SCHOOL	40.00	Officer	$128,371	$3,902	$132,273
ERIN EDWARDS	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$83,890	$0	$83,890

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	$7,732,347	$6,844,992	$16,008,461	$887,355
2024	$7,321,047	$6,629,872	$14,744,822	$691,175
2023	$6,769,015	$6,558,410	$13,482,426	$210,605
2022	$7,020,965	$5,738,339	$12,720,894	$1,282,626
2021	$6,610,799	$5,567,744	$12,492,013	$1,043,055
2020	$4,900,520	$4,995,639	$11,304,475	$-95,119
2019	$5,301,485	$4,950,497	$11,104,077	$350,988
2018	$6,565,110	$4,883,814	$10,675,053	$1,681,296

POWHATAN SCHOOL INC