ST MARY'S EPISCOPAL SCHOOL (EIN 620604637) - 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

1958

Legal Domicile

Principal Officer

ALBERT THROCKMORTON

Phone

9015371401

Tax Period

2024-07-01 to 2025-06-30

ST MARY'S EPISCOPAL SCHOOL, founded in 1958, is a mid-sized nonprofit that reported $26.5M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $24.2M left a modest 8% surplus.

Mission

THE HEAD OF SCHOOL RECEIVES AN ANNUAL $25,000 HOUSING ALLOWANCE. PARAGRAPH 5(C) OF THE EMPLOYMENT AGREEMENT PROVIDES THAT THE HEAD OF SCHOOL IS EXPECTED TO USE HIS/HER RESIDENCE FOR "SCHOOL BUSINESS IN BUILDING, PROMOTING AND DEVELOPING RELATIONSHIPS WITH VARIOUS CONSTITUENCIES, AS WELL AS WITH COMMUNITY LEADERS." THE HEAD OF SCHOOL RECEIVES AN ANNUAL $10,000 CAR ALLOWANCE PER PARAGRAPH 5(C) OF THE EMPLOYMENT AGREEMENT.

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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 $2,396,510

Program Service Revenue $22,354,705

Investment Income $1,708,807

Other Revenue $21,044

TOTAL REVENUE $26,481,066

Expense Breakdown

Grants Paid $2,637,747

Salaries & Benefits $14,872,134

Fundraising Expenses $403,635

Program Expenses $19,582,950

Other Expenses $6,738,478

TOTAL EXPENSES $24,248,359

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,481,066	$28,615,569	-0.1%
Expenses	$24,248,359	$24,237,562	+0.0%
Net Income	$2,232,707	$4,378,007	-0.5%

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

318

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

$564,870

Total Directors

$397,757

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN WHITTEN GRABER	CHAIR	3.00	Officer Director	$0	$0	$0
JAMES H BARTON JR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOELLE ROGIN	TREASURER	2.00	Officer Director	$0	$0	$0
ANNE-MORGAN BROOKFIELD MORGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY BLOCK	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN ROBERTS COLPITTS	TRUSTEE	1.00	Director	$0	$0	$0
MIKARA DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
AMINA DILAWARI	TRUSTEE	1.00	Director	$0	$0	$0
MICHELE EHRHART	TRUSTEE	1.00	Director	$0	$0	$0
DORCAS YOUNG GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
JIM JENKINS	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE JENSEN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTA NEVIL KUSTOFF	TRUSTEE	1.00	Director	$0	$0	$0
HALLIE DINKELSPIEL LABEL	TRUSTEE	1.00	Director	$0	$0	$0
FRANCES KIRKLAND LAWHEAD	TRUSTEE	1.00	Director	$0	$0	$0
JEAN VAUGHAN MCGHEE	TRUSTEE	1.00	Director	$0	$0	$0
BETHANY MAYS OWEN	TRUSTEE	1.00	Director	$0	$0	$0
LISA BREAZEALE ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
JENNILYN JENNINGS UTKOV	TRUSTEE	1.00	Director	$0	$0	$0
DAVID VISINSKY	TRUSTEE	1.00	Director	$0	$0	$0
HUNTER WITHERINGTON	TRUSTEE	1.00	Director	$0	$0	$0
LINDA MCNEIL	AT-LARGE	1.00	Director	$0	$0	$0
TIMOTHY E DAVIS JR	EX OFFICIO	1.00	Director	$0	$0	$0
BLAIR EVANS	EX OFFICIO	1.00	Director	$0	$0	$0
RIGHT REVEREND PHOEBE ROAF	EX OFFICIO	1.00	Director	$0	$0	$0
REVEREND ALEXANDER H WEBB II	EX OFFICIO	1.00	Director	$0	$0	$0
ALBERT L THROCKMORTON	HEAD OF SCHOOL	40.00	Officer Director	$332,275	$65,482	$397,757
LYNN ISAACS	CHIEF FINANCIAL OFFICER	40.00	Officer	$158,680	$8,433	$167,113
HILARY ROBINSON	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$143,778	$16,705	$160,483
SARAH JENKS	DIRECTOR OF OPERATIONS	40.00	Highest	$132,656	$18,799	$151,455
LAUREN SINCLAIR ROGERS	HEAD OF UPPER SCHOOL	40.00	Highest	$117,113	$13,781	$130,894
JOHN BARTHOLOMEW	DIRECTOR OF ATHLETICS	40.00	Highest	$115,859	$15,548	$131,407
NICOLE HERNANDEZ	DIRECTOR OF ADM & FINANCIA	40.00	Highest	$114,915	$24,721	$139,636

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	$26,481,066	$24,248,359	$77,395,772	$2,232,707
2024	$28,615,569	$24,237,562	$73,131,466	$4,378,007
2023	$26,767,006	$23,476,262	$82,333,201	$3,290,744
2022	$24,143,990	$22,082,894	$88,473,090	$2,061,096
2021	$23,440,337	$20,572,349	$91,520,969	$2,867,988
2020	$20,827,756	$20,407,809	$88,044,451	$419,947
2019	$22,117,742	$19,978,085	$81,356,524	$2,139,657
2018	$25,187,086	$19,722,475	$74,282,141	$5,464,611

ST MARY'S EPISCOPAL SCHOOL