CARLISLE SCHOOL (EIN 540841622) - 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

1968

Legal Domicile

Principal Officer

JENNIFER THOMAS

Phone

2766327288

Tax Period

2024-07-01 to 2025-06-30

CARLISLE SCHOOL, founded in 1968, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2017. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE PRIVATE EDUCATION FOR GRADE PRE-SCHOOL THROGH GRADE 12

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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 $636,317

Program Service Revenue $3,477,732

Investment Income $152,977

Other Revenue $254,119

TOTAL REVENUE $4,521,145

Expense Breakdown

Grants Paid $737,829

Salaries & Benefits $2,742,728

Fundraising Expenses $0

Program Expenses $3,242,316

Other Expenses $1,240,471

TOTAL EXPENSES $4,721,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,521,145	$4,772,737	-0.1%
Expenses	$4,721,028	$4,850,487	0.0%
Net Income	$-199,883	$-77,750	+1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT MCKINNEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHERINE SNYDER	SECRETARY	2.00	Officer Director	$0	$0	$0
WILLIAM KIRBY	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER THOMAS	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
WILL VAUGHN	PAST PRESIDENT	2.00	Director	$0	$0	$0
WILLIAM L PANNILL	PAST PRESIDENT	2.00	Director	$0	$0	$0
JACK THOMSON	PAST PRESIDENT	2.00	Director	$0	$0	$0
CABELL BARROW	TRUSTEE	2.00	Director	$0	$0	$0
ROBBY BURTON	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS CLARK	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER EASTWOOD	TRUSTEE	2.00	Director	$0	$0	$0
TIFFANY HAIRSTON	TRUSTEE	2.00	Director	$0	$0	$0
DUSTIN HUSSEY	TRUSTEE	2.00	Director	$0	$0	$0
SARAH BETH MORRISON	TRUSTEE	2.00	Director	$0	$0	$0
GORDON PANNILL	TRUSTEE	2.00	Director	$0	$0	$0
GAYLE THOMSON	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA NEAL HARDY-MEYER	HEAD OF SCHOOL	40.00	Highest	$118,750	$0	$118,750

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	$4,521,145	$4,721,028	$5,600,390	$-199,883
2024	$4,772,737	$4,850,487	$5,476,321	$-77,750
2023	$4,289,882	$4,693,298	$5,320,513	$-403,416
2022	$5,114,970	$4,457,047	$6,160,750	$657,923
2021	$5,434,168	$4,467,278	$6,130,143	$966,890
2020	$4,775,311	$5,294,105	$5,047,585	$-518,794
2019	$5,094,536	$5,397,216	$5,630,305	$-302,680
2018	$6,386,486	$6,258,786	$6,077,955	$127,700

CARLISLE SCHOOL