Mason Preparatory School (EIN 570447248) - 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

1964

Legal Domicile

Principal Officer

Tom Dion

Phone

8437230664

Tax Period

2024-06-01 to 2025-05-31

Mason Preparatory School, founded in 1964, is a community nonprofit in the Education sector that reported $6.7M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 17% operating margin.

Mission

Mason Preparatory School is committed to the education of the whole child in preparation for secondary education through the cultivation of respect, integrity, and personal responsibility within a nurturing environment that results in a productive citizen of a global community.

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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 $224,489

Program Service Revenue $6,117,363

Investment Income $329,398

Other Revenue $31,929

TOTAL REVENUE $6,703,179

Expense Breakdown

Grants Paid $83,210

Salaries & Benefits $3,890,030

Fundraising Expenses $108,113

Program Expenses $4,671,414

Other Expenses $1,581,438

TOTAL EXPENSES $5,554,678

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,703,179	$6,791,063	0.0%
Expenses	$5,554,678	$5,412,670	+0.0%
Net Income	$1,148,501	$1,378,393	-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

$167,346

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Dion	Chair	2.00	Officer Director	$0	$0	$0
Jenny Jordan	Vice Chair	2.00	Officer Director	$0	$0	$0
Russell Bryant	Secretary	2.00	Officer Director	$0	$0	$0
Mike Goldstein	Treasurer	2.00	Officer Director	$0	$0	$0
Marion Faerber	Director	2.00	Director	$0	$0	$0
Lyndsey Nacey	Director	2.00	Director	$0	$0	$0
Jordana Snider	Director	2.00	Director	$0	$0	$0
Mary Lou Wertz	Director	2.00	Director	$0	$0	$0
Gaylord Green	Director	2.00	Director	$0	$0	$0
Scott Anthony	Director	2.00	Director	$0	$0	$0
Ryan Phillips	Director	2.00	Director	$0	$0	$0
Brett Finley	Director	2.00	Director	$0	$0	$0
Jessica Anderson	Director	2.00	Director	$0	$0	$0
Michelle Reilly	Director	2.00	Director	$0	$0	$0
Nicholas Penna	Director	2.00	Director	$0	$0	$0
Jennifer Baker	Head of School	40.00	Officer	$155,684	$11,662	$167,346
Katrina Bryan	Asst. Head of School	40.00	Highest	$108,155	$0	$108,155
Stephanie Pierce	Director of Finance	40.00	Highest	$104,246	$3,148	$107,394

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	$6,703,179	$5,554,678	$16,992,510	$1,148,501
2024	$6,791,063	$5,412,670	$16,211,329	$1,378,393
2023	$5,775,664	$5,159,724	$14,920,181	$615,940
2022	$5,483,661	$5,110,219	$14,263,846	$373,442
2021	$5,650,248	$4,847,193	$14,487,154	$803,055
2020	$4,691,874	$4,565,415	$13,805,910	$126,459
2019	$5,175,508	$4,969,290	$13,243,246	$206,218
2018	$4,900,149	$4,894,558	$13,783,376	$5,591

Mason Preparatory School