ST ANDREW'S EPISCOPAL SCHOOL (EIN 640324405) - 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

1947

Legal Domicile

Principal Officer

KEVIN M LEWIS

Phone

6018536000

Tax Period

2017-07-01 to 2018-06-30

ST ANDREW'S EPISCOPAL SCHOOL, founded in 1947, is a mid-sized nonprofit that reported $21.8M in total revenue in fiscal year 2017.

Mission

AN INDEPENDENT COLLEGE PREPARATORY 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 (2017)

Revenue Breakdown

Contributions & Grants $947,689

Program Service Revenue $20,459,935

Investment Income $360,810

Other Revenue $80,268

TOTAL REVENUE $21,848,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,680,839

Fundraising Expenses $814,108

Program Expenses $18,996,473

Other Expenses $11,475,919

TOTAL EXPENSES $23,156,758

Year-over-Year Comparison

	2017	2016	Change
Revenue	$21,848,702	$20,736,971	+0.1%
Expenses	$23,156,758	$21,030,827	+0.1%
Net Income	$-1,308,056	$-293,856	+3.5%

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

382

Volunteers

300

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

$398,818

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAVI RAJU	CHAIRPERSON	0.00	Officer Director	$0	$0	$0
JASON GREENER	VICE-CHAIR/CHAIR-ELECT	0.00	Officer Director	$0	$0	$0
VANGELA WADE	SECRETARY	0.00	Officer Director	$0	$0	$0
ANDREW MALLINSON	TREASURER	0.00	Officer Director	$0	$0	$0
SEETHA SRINIVASAN	MEMBER-AT-LARGE	0.00	Officer Director	$0	$0	$0
SARA KATHERINE BECKETT	TRUSTEE	0.00	Director	$0	$0	$0
TAMMYE C BROWN	TRUSTEE	0.00	Director	$0	$0	$0
PAUL CATHERWOOD	TRUSTEE	0.00	Director	$0	$0	$0
HONEY EAST	TRUSTEE	0.00	Director	$0	$0	$0
WARREN A JONES	TRUSTEE	0.00	Director	$0	$0	$0
PAUL F MCNEILL	TRUSTEE	0.00	Director	$0	$0	$0
TRUDY MOODY	TRUSTEE	0.00	Director	$0	$0	$0
RISA MORIARITY	TRUSTEE	0.00	Director	$0	$0	$0
DAVID PHARR	TRUSTEE	0.00	Director	$0	$0	$0
RON POGUE	TRUSTEE	0.00	Director	$0	$0	$0
MARY PURVIS	TRUSTEE	0.00	Director	$0	$0	$0
DAVID RUSSELL	TRUSTEE	0.00	Director	$0	$0	$0
JIM SHELSON	TRUSTEE	0.00	Director	$0	$0	$0
JAY SONES	TRUSTEE	0.00	Director	$0	$0	$0
ANDREW TOWNES	TRUSTEE	0.00	Director	$0	$0	$0
HAZEL WEATHERSPOON	TRUSTEE	0.00	Director	$0	$0	$0
LISA WHITE	TRUSTEE	0.00	Director	$0	$0	$0
HOLLY WIGGS	TRUSTEE	0.00	Director	$0	$0	$0
GEORGE PENICK	HEAD OF SCHOOL	40.00	Officer	$234,328	$32,484	$266,812
KEVIN LEWIS	ASSOCIATE HEAD OF SCHOOL	40.00	Officer	$120,650	$11,356	$132,006

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
2018	$21,848,702	$23,156,758	$52,744,561	$-1,308,056

ST ANDREW'S EPISCOPAL SCHOOL