THE MCCALLIE SCHOOL

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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

1905

Legal Domicile

Principal Officer

A LEE BURNS III

Phone

4236248300

Tax Period

2023-07-01 to 2024-06-30

THE MCCALLIE SCHOOL, founded in 1905, is a mid-sized nonprofit in the Education sector that reported $64.2M in total revenue in fiscal year 2023. Expenses of $60.5M left a modest 6% surplus.

Mission

MCCALLIE IS A PRIVATE SCHOOL WITH STATE-OF-THE-ART FACILITIES NESTLED ON 100 ACRES ON CHATTANOOGA'S MISSIONARY RIDGE. SINCE 1905, MCCALLIE HAS REMAINED COMMITTED TO PROVIDING AN OUTSTANDING COLLEGE PREPARATORY EDUCATION PROGRAM FOR BOYS.

Program Service Accomplishments

Program 1

Expenses: $52,378,113 Revenue: $47,359,600

MCCALLIE PROVIDED 977 STUDENTS IN 6TH THROUGH 12TH GRADES WITH EDUCATIONAL AND ACADEMIC SERVICES. BOARDING AND DAY STUDENTS PARTICIPATE IN OVER 40 STUDENT-CENTERED ORGANIZATIONS AND AN OUTSTANDING...

MCCALLIE PROVIDED 977 STUDENTS IN 6TH THROUGH 12TH GRADES WITH EDUCATIONAL AND ACADEMIC SERVICES. BOARDING AND DAY STUDENTS PARTICIPATE IN OVER 40 STUDENT-CENTERED ORGANIZATIONS AND AN OUTSTANDING ARRAY OF EXTRA-CURRICULAR ACTIVITIES. THESE INCLUDE NATIONALLY RECOGNIZED PROGRAMS IN ATHLETICS, IN THE ARTS, AND 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 (2023)

Revenue Breakdown

Contributions & Grants $10,934,379

Program Service Revenue $47,347,831

Investment Income $5,852,678

Other Revenue $84,838

TOTAL REVENUE $64,219,726

Expense Breakdown

Grants Paid $13,014,200

Salaries & Benefits $24,970,828

Fundraising Expenses $3,236,354

Program Expenses $52,378,113

Other Expenses $22,470,983

TOTAL EXPENSES $60,456,011

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,219,726	$63,606,300	+0.0%
Expenses	$60,456,011	$57,016,836	+0.1%
Net Income	$3,763,715	$6,589,464	-0.4%

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

637

Volunteers

500

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

$1,194,393

Total Directors

Key Employees

$726,837

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A LEE BURNS III	HEAD OF SCHOOL	40.0	Officer	$770,268	$170,323	$940,591
KENNETH A SHOLL	ASSISTANT HEAD OF SCHOOL	40.0	Key Emp	$249,522	$26,056	$275,578
ELIZABETH A WILSON	CHIEF FINANCIAL OFFICER	40.0	Officer	$198,875	$54,927	$253,802
ANDREW C HIRT	DEAN OF ENROLLMENT MANAGEMENT	40.0	Key Emp	$190,251	$51,631	$241,882
STEVEN B HEARN	VP FOR ADVANCEMENT	40.0	Key Emp	$176,756	$32,621	$209,377
SCOTTY L JONES	MIDDLE SCHOOL PRINCIPAL	40.0	Highest	$136,763	$53,591	$190,354
CRAIG A INGVALSON	SR DIR OF LEADERSHIP GIVING	40.0	Highest	$158,744	$29,650	$188,394
THOMAS HAYES	CHIEF OF STAFF	40.0	Highest	$134,721	$47,678	$182,399
RALPH J POTTER	HEAD FOOTBALL COACH	40.0	Highest	$154,894	$24,854	$179,748
HENRY L HOPPING	UPPER SCHOOL PRINCIPAL	40.0	Highest	$147,693	$26,340	$174,033
ROBERT K WALKER	FORMER HEAD OF SCHOOL	0.0		$125,000	$0	$125,000
BENJAMIN B BROCK	TRUSTEE	1.0	Director	$0	$0	$0
STANLEY M BROCK	TRUSTEE	1.0	Director	$0	$0	$0
JAMES W BURNS	TRUSTEE	1.0	Director	$0	$0	$0
SAM H CAMPBELL IV	TRUSTEE	1.0	Director	$0	$0	$0
BRAD COBB	TRUSTEE	1.0	Director	$0	$0	$0
KYLE W EISELSTEIN	TRUSTEE	1.0	Director	$0	$0	$0
JOHNNY O GRAHAM	TRUSTEE	1.0	Director	$0	$0	$0
E ANDREWS GRINSTEAD	TRUSTEE	1.0	Director	$0	$0	$0
ROBERT F HUFFAKER JR	TRUSTEE	1.0	Director	$0	$0	$0
DR SEONG-JOO JEONG	TRUSTEE	1.0	Director	$0	$0	$0
GRAEME M KEITH III	TRUSTEE	1.0	Director	$0	$0	$0
JAMES J KERAS III	TRUSTEE	1.0	Director	$0	$0	$0
HADDON C KIRK	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL G MATHIS	TRUSTEE	1.0	Director	$0	$0	$0
PARKE S MORRIS	TRUSTEE	1.0	Director	$0	$0	$0
W ALLEN MORRIS	TRUSTEE	1.0	Director	$0	$0	$0
COLIN M PROVINE	TRUSTEE	1.0	Director	$0	$0	$0
JOSEPH A SCHMISSRAUTER III	TRUSTEE	1.0	Director	$0	$0	$0
W BRENT TURNER	TRUSTEE	1.0	Director	$0	$0	$0
JASON W WALKER	TRUSTEE	1.0	Director	$0	$0	$0
JACK L WEBB JR	TRUSTEE	1.0	Director	$0	$0	$0
W GARY WELCH	TRUSTEE	1.0	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	No data	No data	No data	No data
2024	$64,219,726	$60,456,011	$284,716,822	$3,763,715
2023	$63,606,300	$57,016,836	$266,197,517	$6,589,464
2022	$79,356,942	$50,273,393	$251,954,499	$29,083,549
2021	$60,303,324	$44,932,788	$273,358,860	$15,370,536
2020	$52,962,478	$45,450,102	$246,097,141	$7,512,376
2019	$55,517,645	$51,725,827	$239,980,253	$3,791,818
2018	$49,372,337	$44,133,570	$237,734,050	$5,238,767