STONEBRIDGE SCHOOL (EIN 541358212) - 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

1980

Legal Domicile

Principal Officer

ERIC PLUMLEE

Phone

7574882214

Tax Period

2024-07-01 to 2025-06-30

STONEBRIDGE SCHOOL, founded in 1980, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2017. Expenses of $3.5M left a modest 6% surplus.

Mission

STONEBRIDGE SERVES CHRISTIAN FAMILIES, ENABLING EACH CHILD TO REACH THE FULLEST EXPRESSION OF THEIR VALUE IN CHRIST THROUGH A BIBLICAL PRINCIPLE APPROACH EDUCATION.

🔒

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 $760,202

Program Service Revenue $6,215,446

Investment Income $-42,129

Other Revenue $78,823

TOTAL REVENUE $7,012,342

Expense Breakdown

Grants Paid $515,005

Salaries & Benefits $3,968,874

Fundraising Expenses $249,652

Program Expenses $5,902,239

Other Expenses $2,346,704

TOTAL EXPENSES $6,830,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,012,342	$6,244,501	+0.1%
Expenses	$6,830,583	$5,902,381	+0.2%
Net Income	$181,759	$342,120	-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

146

Volunteers

400

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
ERIC PLUMLEE	CHAIRMAN	15.00	Officer Director	$0	$0	$0
GLENN NUNZIATA	VICE CHAIR	15.00	Officer Director	$0	$0	$0
JOY GREER	SECRETARY	15.00	Officer Director	$0	$0	$0
CAROLE ADAMS	FOUNDER	10.00	Officer Director	$0	$0	$0
KIM FROST	DIRECTOR	10.00	Director	$0	$0	$0
THOMAS REESE	DIRECTOR	10.00	Director	$0	$0	$0
AL CARMICHAEL	DIRECTOR	10.00	Director	$0	$0	$0
MIKE DILLENDER	DIRECTOR	10.00	Director	$0	$0	$0
JEFF WALTON	DIRECTOR	10.00	Director	$0	$0	$0

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	$7,012,342	$6,830,583	$10,051,052	$181,759
2024	$6,244,501	$5,902,381	$9,817,284	$342,120
2023	$5,956,624	$4,724,069	$7,314,742	$1,232,555
2022	$4,963,278	$4,344,557	$6,051,760	$618,721
2021	$5,358,952	$4,008,485	$5,475,620	$1,350,467
2020	$3,985,496	$3,794,731	$4,627,450	$190,765
2019	$4,136,339	$3,699,608	$4,798,520	$436,731
2018	$3,739,686	$3,515,120	$4,663,308	$224,566

STONEBRIDGE SCHOOL