MORGANTON DAY SCHOOL INC (EIN 561226558) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

AMY CROWDER

Phone

8284376782

Tax Period

2024-08-01 to 2025-07-31

MORGANTON DAY SCHOOL INC, founded in 1977, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 5% surplus.

Mission

EDUCATION FOR CHILDREN KINDERGARTEN THROUGH 8TH GRADE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $102,211

Program Service Revenue $1,053,675

Investment Income $31,470

Other Revenue $80,338

TOTAL REVENUE $1,267,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $905,703

Fundraising Expenses $11,998

Program Expenses $1,022,126

Other Expenses $295,872

TOTAL EXPENSES $1,201,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,267,694	$1,244,203	+0.0%
Expenses	$1,201,575	$1,165,406	+0.0%
Net Income	$66,119	$78,797	-0.2%

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

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

$104,924

Total Directors

$104,924

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELANIE MIKUSA	HEAD OF SCHOOL	40.00	Officer Director	$88,918	$16,006	$104,924
DAVID BENNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY CROWDER	TREASURER	1.00	Officer Director	$0	$0	$0
LARISA SCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES SHORT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PATRICK	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JARED AMOS	BOARD MEMBER	1.00	Director	$0	$0	$0
JACQUELYN HOVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRITTNEY DOBBINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSIE PARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN BRISSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC ENGSTROM	BOARD MEMBER	1.00	Director	$0	$0	$0
TREVOR PLASSMAN	BOARD MEMBER	1.00	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	$1,267,694	$1,201,575	$1,587,175	$66,119
2024	$1,244,203	$1,165,406	$1,548,254	$78,797
2023	$1,331,663	$1,175,843	$1,464,157	$155,820
2022	$1,316,947	$1,089,306	$1,648,868	$227,641
2021	$1,164,715	$967,996	$1,422,431	$196,719
2020	$1,089,166	$1,005,023	$1,314,615	$84,143
2019	$1,254,944	$1,088,640	$844,069	$166,304
2018	$1,155,471	$1,069,853	$660,283	$85,618

MORGANTON DAY SCHOOL INC