EPISCOPAL SCHOOL OF JACKSONVILLE INC (EIN 591147278) - 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

1966

Legal Domicile

Principal Officer

STEPHANIE L BROWN

Phone

9043965751

Tax Period

2020-07-01 to 2021-06-30

EPISCOPAL SCHOOL OF JACKSONVILLE INC, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $32.1M in total revenue in fiscal year 2020. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $28.8M left a modest 10% surplus.

Mission

THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL DIVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $6,112,316

Program Service Revenue $25,712,796

Investment Income $53,218

Other Revenue $217,690

TOTAL REVENUE $32,096,020

Expense Breakdown

Grants Paid $4,405,830

Salaries & Benefits $15,039,617

Fundraising Expenses $462,109

Program Expenses $23,722,126

Other Expenses $9,352,592

TOTAL EXPENSES $28,798,039

Year-over-Year Comparison

	2020	2019	Change
Revenue	$32,096,020	$26,337,584	+0.2%
Expenses	$28,798,039	$26,788,574	+0.1%
Net Income	$3,297,981	$-450,990	-8.3%

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

422

Volunteers

100

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

$606,895

Total Directors

Key Employees

$191,306

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY H BONAPARTE PHD	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN D BUSEY	TRUSTEE	1.00	Director	$0	$0	$0
TROY M DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
R BRIAN KING	TRUSTEE	1.00	Director	$0	$0	$0
SALLY H SINGLETARY	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM N STEITZ III	TRUSTEE	1.00	Director	$0	$0	$0
CARL E STOUDEMIRE	TRUSTEE	1.00	Director	$0	$0	$0
THEODORA D WALTON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN C SCHMIDT	TRUSTEE	1.00	Director	$0	$0	$0
MARK LABORDE	TRUSTEE	1.00	Director	$0	$0	$0
ARNOLD D TRITT JR	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MAGEVNEY	TRUSTEE	1.00	Director	$0	$0	$0
SIDNEY WELLS	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER FOUTS	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH D SWEDER	TRUSTEE	1.00	Director	$0	$0	$0
RYAN J UITTI	TRUSTEE	1.00	Director	$0	$0	$0
JOHN ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
O DAVID BARKSDALE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL J GREBE	TRUSTEE	1.00	Director	$0	$0	$0
PAIGE HAKIMIAN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW K MCCAIN	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDER GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
AMY WACASTER	TRUSTEE	1.00	Director	$0	$0	$0
HELEN C ROWAN	CHAIR	1.00	Officer Director	$0	$0	$0
THE VERY REVERAND KATHERINE MOOREHE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KELLY FLANAGAN	TREASURER	1.00	Officer Director	$0	$0	$0
THE REV ADAM S GREENE	HEAD OF SCHOOL	40.00	Officer	$516,770	$90,125	$606,895
CORNELIUS H GOEBERTUS	ASSISTANT HEAD OF SCHOOL	40.00	Key Emp	$180,374	$10,932	$191,306
MARK BRUNELL	HEAD FOOTBALL COACH	40.00	Highest	$132,619	$21,125	$153,744
MARTIN ZUBERO	DIRECTOR OF AMBERJAX	40.00	Highest	$117,240	$32,872	$150,112

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
2021	$32,096,020	$28,798,039	$53,216,685	$3,297,981
2020	$26,337,584	$26,788,574	$51,998,988	$-450,990
2019	$25,348,181	$25,550,806	$49,082,171	$-202,625
2018	$24,334,400	$24,606,042	$48,568,276	$-271,642

EPISCOPAL SCHOOL OF JACKSONVILLE INC