THE ANTHONY 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

1991

Legal Domicile

Principal Officer

SHANA NOLEN

Phone

5012256629

Tax Period

2024-08-01 to 2025-07-31

THE ANTHONY SCHOOL, founded in 1991, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $5.2M left a modest 4% surplus.

Mission

THE ANTHONY SCHOOL EDUCATES CHILDREN PREK3 THROUGH 8TH GRADE IN A CHALLENGING AND NURTURING ENVIRONMENT, ENGAGES THEM THROUGH AN ADVANCED CURRICULUM, AND EMPOWERS THEM TO BECOME INDEPENDENT AND EXCITED STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $4,326,998 Revenue: $5,068,658

THE SCHOOL HAS COMMITTED ITSELF TO THE EDUCATION OF STUDENTS FROM EARLY CHILDHOOD THROUGH EARLY ADOLESCENCE INDIVIDUALLY WITH RESPECT FOR EACH STUDENT'S TALENTS AND UNIQUE ABILITIES. THE SCHOOL...

THE SCHOOL HAS COMMITTED ITSELF TO THE EDUCATION OF STUDENTS FROM EARLY CHILDHOOD THROUGH EARLY ADOLESCENCE INDIVIDUALLY WITH RESPECT FOR EACH STUDENT'S TALENTS AND UNIQUE ABILITIES. THE SCHOOL PROVIDES THESE SERVICES TO OVER 375 CHILDREN IN THE CURRENT YEAR. THE SCHOOL, IN ADDITION TO ITS EDUCATIONAL SERVICES, ALSO OFFERS THE CHILDREN THE ABILITY TO PARTICIPATE IN FINE ARTS AND ATHLETIC PROGRAMS.

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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 $341,757

Program Service Revenue $4,867,578

Investment Income $201,080

Other Revenue $18,985

TOTAL REVENUE $5,429,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,601,760

Fundraising Expenses $99,035

Program Expenses $4,326,998

Other Expenses $1,626,334

TOTAL EXPENSES $5,228,094

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,429,400	$4,499,479	+0.2%
Expenses	$5,228,094	$4,781,200	+0.1%
Net Income	$201,306	$-281,721	-1.7%

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

Volunteers

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

$165,668

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY TEETER	TRUSTEE	0.00	Director	$0	$0	$0
JEFF MCNEIL	TRUSTEE	0.00	Director	$0	$0	$0
ELIZABETH CAMPBELL	EMERITUS	0.00	Director	$0	$0	$0
CLAIRE FISER	TRUSTEE	0.00	Director	$0	$0	$0
DR SCOTT DARNELL	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL NAUMAN	TRUSTEE, TREASURER	0.00	Director	$0	$0	$0
HAYDEN SHURGAR	TRUSTEE	0.00	Director	$0	$0	$0
SIMON BAGNALL	TRUSTEE	0.00	Director	$0	$0	$0
TRAV BAXTER	TRUSTEE, VICE PRESIDENT	0.00	Director	$0	$0	$0
BEN BEAUMONT	TRUSTEE, PRESIDENT	0.00	Director	$0	$0	$0
AMY BAGNALL	TRUSTEE	0.00	Director	$0	$0	$0
BROOKE BRIDGES	TRUSTEE, SECRETARY	0.00	Director	$0	$0	$0
DON COLE	TRUSTEE	0.00	Director	$0	$0	$0
BRAD HENRY	TRUSTEE	0.00	Director	$0	$0	$0
JENNIFER FORREST	TRUSTEE	0.00	Director	$0	$0	$0
DR BECKY LATCH	TRUSTEE	0.00	Director	$0	$0	$0
NICK MCNEILL	TRUSTEE	0.00	Director	$0	$0	$0
SONG OUNPRASEUTH	TRUSTEE	0.00	Director	$0	$0	$0
CHARLOTTE PHILLIPS	TRUSTEE	0.00	Director	$0	$0	$0
SHANA NOLEN	HEAD OF SCHOOL	40.00	Officer	$159,593	$6,075	$165,668

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	$5,429,400	$5,228,094	$15,383,063	$201,306
2024	$4,499,479	$4,781,200	$14,263,802	$-281,721
2023	$4,454,315	$4,457,449	$13,993,294	$-3,134
2022	$3,776,734	$4,047,247	$14,011,616	$-270,513
2021	$4,468,122	$3,539,583	$14,109,992	$928,539
2020	$3,571,720	$3,882,855	$13,983,613	$-311,135
2019	$3,499,768	$4,017,484	$14,338,675	$-517,716
2018	$3,712,206	$3,927,569	$15,026,976	$-215,363