THE BOLLES SCHOOL C/O TYLER J HODGES (EIN 590637814) - 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

1936

Legal Domicile

Principal Officer

TYLER J HODGES

Phone

9047339292

Tax Period

2024-08-01 to 2025-07-31

THE BOLLES SCHOOL C/O TYLER J HODGES, founded in 1936, is a mid-sized nonprofit in the Education sector that reported $77.0M in total revenue in fiscal year 2024. The organization ran a surplus of $13.0M, a strong 17% operating margin.

Mission

PRIVATE COLLEGE PREPARATORY SCHOOL WITH AN INTERNATIONAL REPUTATION FOR EXCELLENCE.

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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 $11,843,468

Program Service Revenue $58,035,158

Investment Income $6,463,217

Other Revenue $647,189

TOTAL REVENUE $76,989,032

Expense Breakdown

Grants Paid $5,485,761

Salaries & Benefits $33,214,849

Fundraising Expenses $2,018,919

Program Expenses $52,280,272

Other Expenses $25,324,431

TOTAL EXPENSES $64,025,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,989,032	$75,416,033	+0.0%
Expenses	$64,025,041	$59,452,711	+0.1%
Net Income	$12,963,991	$15,963,322	-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

526

Volunteers

180

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

$848,481

Total Directors

$534,838

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYLER HODGES	PRESIDENT HEAD OF SCHOOL	40.00	Officer Director	$448,908	$85,930	$534,838
RUSSELL NEWTON III	CHAIR	3.00	Officer Director	$0	$0	$0
TATIANA SALVADOR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN SURFACE	SECRETARY	1.00	Officer Director	$0	$0	$0
FERNANDO ACOSTA-RUA	TRUSTEE	1.00	Director	$0	$0	$0
DECOVEN BROWN	TRUSTEE	1.00	Director	$0	$0	$0
MARION CANGEMI	TRUSTEE	1.00	Director	$0	$0	$0
ALI CHAHLAVI	TRUSTEE	1.00	Director	$0	$0	$0
JED DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL DROSS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM ERWIN JR	TRUSTEE	1.00	Director	$0	$0	$0
DANA FENDER	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN GOLD	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HODGE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM KAPPAZ	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MEYERS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MORALES	TRUSTEE	1.00	Director	$0	$0	$0
KATHRYN PEARSON PEYTON	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS SANCHEZ	TRUSTEE	1.00	Director	$0	$0	$0
ALLISON KORMAN SHELTON	TRUSTEE	1.00	Director	$0	$0	$0
A CHESTER SKINNER IV	TRUSTEE	1.00	Director	$0	$0	$0
KAREN STONE	TRUSTEE	1.00	Director	$0	$0	$0
DEWAYNE TERRY	TRUSTEE	1.00	Director	$0	$0	$0
A RODNEY VANPELT	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW WOTIZ	TRUSTEE	1.00	Director	$0	$0	$0
JEFF ROLE	CFO/COO	40.00	Officer	$280,572	$33,071	$313,643
CAROL NIMITZ	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$189,495	$18,927	$208,422
PETER VERHOEF	DIRECTOR AQUATICS	40.00	Highest	$168,999	$16,423	$185,422
KILA MCCANN	DEAN OF ENROLLMENT & ACCESSIBILITY	40.00	Highest	$155,925	$27,022	$182,947
CHRISTY LUSK	CAMPUS HEAD, WHITEHURST	40.00	Highest	$155,032	$16,757	$171,789
MOYA MARKS	CAMPUS HEAD, SAN JOSE	40.00	Highest	$141,847	$25,326	$167,173

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	$76,989,032	$64,025,041	$182,982,009	$12,963,991
2024	$75,416,033	$59,452,711	$168,796,104	$15,963,322
2023	$61,962,179	$55,968,116	$148,725,221	$5,994,063
2022	$64,194,101	$53,088,558	$137,898,814	$11,105,543
2021	$55,866,326	$48,480,144	$131,930,396	$7,386,182
2020	$51,090,480	$46,755,441	$104,501,301	$4,335,039
2019	$54,437,798	$46,965,254	$98,907,006	$7,472,544
2018	$39,491,422	$37,918,099	$92,053,004	$1,573,323

THE BOLLES SCHOOL C/O TYLER J HODGES