THE STEWARD SCHOOL (EIN 540914765) - 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

1972

Legal Domicile

Principal Officer

LISA S DWELLE

Phone

8047403394

Tax Period

2024-07-01 to 2025-06-30

THE STEWARD SCHOOL CORPORATION, founded in 1972, is a mid-sized nonprofit that reported $17.5M in total revenue in fiscal year 2017.

Mission

THE STEWARD SCHOOL PROVIDES FORMAL INSTRUCTION FOR GRADES JK THROUGH 12 AND MAINTAINS A REGULAR FACULTY AND CURRICULUM. ENROLLMENT IS APPROXIMATELY 716.

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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 $1,398,669

Program Service Revenue $23,357,748

Investment Income $691,386

Other Revenue $336,032

TOTAL REVENUE $25,783,835

Expense Breakdown

Grants Paid $3,222,620

Salaries & Benefits $15,140,069

Fundraising Expenses $437,247

Program Expenses $20,543,386

Other Expenses $7,186,114

TOTAL EXPENSES $25,548,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,783,835	$24,436,565	+0.1%
Expenses	$25,548,803	$25,363,353	+0.0%
Net Income	$235,032	$-926,788	-1.3%

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

309

Volunteers

565

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

$468,240

Total Directors

$468,240

Key Employees

$193,766

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
G DANIEL FRANK	PRESIDENT	50.00	Officer Director	$350,109	$54,808	$404,917
JASON HERZOG	CHAIR	4.00	Officer Director	$0	$0	$0
LISA LANDRY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TARSHA ADKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
TAYLOR BREWER	ASSISTANT SECRETARY	39.00	Officer Director	$51,140	$12,183	$63,323
GREGORY TREPP	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLYN BRANDT	TRUSTEE	1.00	Director	$0	$0	$0
TANYA CUMMINGS	TRUSTEE	1.00	Director	$0	$0	$0
JANE DUFRANE	TRUSTEE	1.00	Director	$0	$0	$0
RAM NATARAJAN	TRUSTEE	1.00	Director	$0	$0	$0
KAROL OLEXY	TRUSTEE	1.00	Director	$0	$0	$0
FAISAL QURESHI	TRUSTEE	1.00	Director	$0	$0	$0
GENEVIEVE ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN TWINING	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
JIMMY BENSON	TRUSTEE	1.00	Director	$0	$0	$0
MELODIE FRANKLIN	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA HERRON	TRUSTEE	1.00	Director	$0	$0	$0
KRISTA JONES	TRUSTEE	1.00	Director	$0	$0	$0
RJAY POLING	TRUSTEE	1.00	Director	$0	$0	$0
ZEE LADAK	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FRATKIN	TRUSTEE	1.00	Director	$0	$0	$0
LISA DWELLE	ASSOC. HEAD OF SCHOOL	50.00	Key Emp	$167,600	$26,166	$193,766
SUSAN ATKINSON	DIRECTOR OF MIDDLE SCHOOL	50.00	Highest	$137,951	$22,087	$160,038
REBECCA GROVES	DIRECTOR OF LOWER SCHOOL	50.00	Highest	$113,675	$47,325	$161,000
SHAHWAR QURESHI	DIRECTOR OF TECHNOLOGY	50.00	Highest	$100,647	$47,604	$148,251

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	$25,783,835	$25,548,803	$30,520,420	$235,032
2024	$24,436,565	$25,363,353	$30,312,864	$-926,788
2023	$25,545,430	$23,480,925	$32,237,794	$2,064,505
2022	$22,199,259	$21,376,093	$29,649,637	$823,166
2021	$21,746,356	$19,816,058	$28,823,465	$1,930,298
2020	$20,072,147	$19,429,694	$27,806,388	$642,453
2019	$18,319,617	$18,965,964	$26,039,926	$-646,347
2018	$17,480,384	$18,425,162	$27,012,249	$-944,778

THE STEWARD SCHOOL