Coast Episcopal Schools Inc (EIN 640338378) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

Edward J Winter

Phone

2884529442

Tax Period

2024-07-01 to 2025-06-30

Coast Episcopal Schools Inc, founded in 1950, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

Education for preschool and grades K-6

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $302,624

Program Service Revenue $1,576,779

Investment Income $25,461

Other Revenue $67,675

TOTAL REVENUE $1,972,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,339,269

Fundraising Expenses $95,342

Program Expenses $1,839,506

Other Expenses $786,072

TOTAL EXPENSES $2,125,341

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,972,539	$2,616,242	-0.2%
Expenses	$2,125,341	$2,381,312	-0.1%
Net Income	$-152,802	$234,930	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

120

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

Total Directors

Key Employees

$79,169

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emory Mayfield	Member	5.00	Director	$0	$0	$0
Patrick Sanders	Vice Chair	5.00	Director	$0	$0	$0
Margaret Murdock	Secretary	5.00	Officer Director	$0	$0	$0
Ginger Gilmore	Member	N/A	Director	$0	$0	$0
Jesmyn Ward	Member	5.00	Director	$0	$0	$0
Casey Funderburk	Chair	5.00	Officer Director	$0	$0	$0
Liz Seal	Member	5.00	Officer Director	$0	$0	$0
Edward Winter	Head of School	40.00	Key Emp	$79,169	$0	$79,169
Chris Robinson	Member	5.00	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	$1,972,539	$2,125,341	$3,877,377	$-152,802
2024	$2,616,242	$2,381,312	$3,948,850	$234,930
2023	$1,995,010	$1,839,654	$3,590,307	$155,356
2022	$1,559,816	$1,688,338	$3,286,871	$-128,522
2021	$1,779,192	$1,615,138	$3,386,931	$164,054
2020	$1,935,184	$1,819,509	$2,907,649	$115,675
2019	$1,753,109	$1,636,101	$2,751,331	$117,008

Coast Episcopal Schools Inc