LOUISVILLE COLLEGIATE SCHOOL (EIN 610449630) - 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

1915

Legal Domicile

Principal Officer

DOUG JONES

Phone

5024790340

Tax Period

2023-07-01 to 2024-06-30

LOUISVILLE COLLEGIATE SCHOOL, founded in 1915, is a mid-sized nonprofit in the Education sector that reported $21.8M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

TO OPERATE A JK-12, CO-EDUCATIONAL INDEPENDENT SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,275,681

Program Service Revenue $21,442,982

Investment Income $-1,154,356

Other Revenue $264,152

TOTAL REVENUE $21,828,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,321,629

Fundraising Expenses $311,281

Program Expenses $20,140,110

Other Expenses $11,992,392

TOTAL EXPENSES $23,314,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,828,459	$27,704,301	-0.2%
Expenses	$23,314,021	$21,746,226	+0.1%
Net Income	$-1,485,562	$5,958,075	-1.2%

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

232

Volunteers

421

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

$440,147

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOWLING MARK	ALUMNI ASSOCIATION PRESIDE	3.00	Director	$0	$0	$0
FELLON STEPHANIE	CHAIR, ADVANCEMENT COMMITT	5.00	Director	$0	$0	$0
DONINGER ERIC	CHAIR, BUILDINGS & GROUNDS	5.00	Director	$0	$0	$0
KIEFER SCOTT	CHAIR, COMMITTEE ON TRUSTE	5.00	Director	$0	$0	$0
GEOGHEGAN LESLIE	DIRECTOR EMERITI	0.00	Director	$0	$0	$0
WALL LOUISE	DIRECTOR EMERITI	0.00	Director	$0	$0	$0
ROBINSON BABS	DIRECTOR EMERITI	0.00	Director	$0	$0	$0
BICKEL PAUL	DIRECTOR EMERITI	0.00	Director	$0	$0	$0
BODEN CECI	DIRECTOR EMERITI	0.00	Director	$0	$0	$0
COOK BRIAN	DIRECTOR EMERITI	0.00	Director	$0	$0	$0
HILL FRANK	IMMEDIATE PAST PRESIDENT	5.00	Director	$0	$0	$0
THOMPSON JOHN	MEMBER	2.00	Director	$0	$0	$0
WILLIS MARITA	MEMBER	2.00	Director	$0	$0	$0
RUST MICHAEL	MEMBER	2.00	Director	$0	$0	$0
GRISSOM DOUG	MEMBER	2.00	Director	$0	$0	$0
ROOPRAI KATIE	MEMBER	2.00	Director	$0	$0	$0
ROBBINS DIANA	MEMBER	2.00	Director	$0	$0	$0
LAYFIELD ANTHONY	MEMBER	2.00	Director	$0	$0	$0
GRANT BLAINE	MEMBER	2.00	Director	$0	$0	$0
GOLDSTEIN CAREY	MEMBER	2.00	Director	$0	$0	$0
BROWN CAMPBELL	MEMBER	2.00	Director	$0	$0	$0
SALAMON BETH	MEMBER	2.00	Director	$0	$0	$0
BREHM ALISON	MEMBER	2.00	Director	$0	$0	$0
FAUREST MAGGIE	MEMBER	2.00	Director	$0	$0	$0
VIETH LAURIE	MEMBER	2.00	Director	$0	$0	$0
BARR-PULLIAM DERECK	MEMBER	2.00	Director	$0	$0	$0
DING ALEXANDER	MEMEBER	2.00	Director	$0	$0	$0
HOLZER LUCY	PA PRESIDENT	5.00	Director	$0	$0	$0
HOLLAND AUGUSTA	PRESIDENT	5.00	Director	$0	$0	$0
ADAMS TOMARRA	SECRETARY	5.00	Director	$0	$0	$0
FITZGERALD BRIAN	TREASURER	5.00	Director	$0	$0	$0
MELDRUM NORA	VICE PRESIDENT	5.00	Director	$0	$0	$0
DEANA PARADIS	CHIEF FINANCIAL OFFICER	40.00	Officer	$87,252	$4,450	$91,702
ROBERT MACRAE	HEAD OF SCHOOL, EX-OFFICIO	40.00	Officer	$322,533	$25,912	$348,445
JAMES V MCGUIRE	ASSISTANT HEAD AND DIRECTO	40.00	Highest	$123,834	$12,951	$136,785
CLAYTON M GAHAN	DEAN OF FACULTY	40.00	Highest	$100,725	$11,678	$112,403
TIFFANY BRIDGEWATER	HEAD OF LOWER SCHOOL	40.00	Highest	$123,966	$13,087	$137,053
LISA RIKER	HEAD OF MIDDLE SCHOOL	40.00	Highest	$109,635	$12,723	$122,358

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	No data	No data	No data	No data
2024	$21,828,459	$23,314,021	$46,713,966	$-1,485,562
2023	$27,704,301	$21,746,226	$49,108,721	$5,958,075
2022	$19,707,776	$20,036,447	$42,595,551	$-328,671
2021	$19,424,992	$18,357,917	$44,243,091	$1,067,075
2020	$16,616,236	$17,108,364	$43,983,652	$-492,128
2019	$18,206,748	$16,959,632	$43,424,521	$1,247,116

LOUISVILLE COLLEGIATE SCHOOL