STUART HALL (EIN 720988860) - 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

1984

Legal Domicile

Principal Officer

SHELLEY TYNAN

Phone

5048612136

Tax Period

2024-07-01 to 2025-06-30

STUART HALL, founded in 1984, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2024. Expenses of $7.2M left a modest 4% surplus.

Mission

THE STUART HALL SCHOOL IS AN INDEPENDENT CATHOLIC SCHOOL FOR BOYS FROM PRE-K THROUGH 7TH GRADE.

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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 $1,230,287

Program Service Revenue $6,302,635

Investment Income $166,194

Other Revenue $-154,215

TOTAL REVENUE $7,544,901

Expense Breakdown

Grants Paid $162,296

Salaries & Benefits $4,596,398

Fundraising Expenses $317,061

Program Expenses $4,943,926

Other Expenses $2,464,497

TOTAL EXPENSES $7,223,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,544,901	$7,069,170	+0.1%
Expenses	$7,223,191	$7,102,645	+0.0%
Net Income	$321,710	$-33,475	-10.6%

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

106

Volunteers

400

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

$129,889

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN MILES	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH WILLIAMS	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN CAPITELLI	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT POWELL	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH HEFLER	TREASURER	2.00	Officer Director	$0	$0	$0
REGAN LEOPOLD	TRUSTEE	2.00	Director	$0	$0	$0
SHELLEY TYNAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARLES HAYDEL	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT SENIOR	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MATTHEW WILLARD	TRUSTEE	2.00	Director	$0	$0	$0
JAMES DUNN	SECRETARY	2.00	Officer Director	$0	$0	$0
STACEY MATTHEWS	TRUSTEE	2.00	Director	$0	$0	$0
WINSTON B HALL	TRUSTEE	2.00	Director	$0	$0	$0
MARK LACOUR	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH LONG	TRUSTEE	2.00	Director	$0	$0	$0
MELISSA SCHILLING	CFO	40.00	Officer	$122,650	$7,239	$129,889
MONICA GELE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$112,900	$11,525	$124,425
PETER S KERNION	HEADMASTER	40.00	Highest	$137,500	$13,824	$151,324
TIMOTHY M BURNS	FORMER HEADMASTER	40.00		$145,000	$12,000	$157,000

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	$7,544,901	$7,223,191	$16,322,160	$321,710
2024	$7,069,170	$7,102,645	$15,338,844	$-33,475
2023	$6,945,178	$7,477,497	$15,221,924	$-532,319
2022	$8,123,013	$7,580,649	$15,494,100	$542,364
2021	$6,657,656	$6,860,649	$14,682,792	$-202,993
2020	$6,876,207	$6,308,115	$14,117,970	$568,092
2019	$6,378,585	$6,055,164	$14,482,001	$323,421
2018	$7,046,312	$5,841,206	$13,896,633	$1,205,106

STUART HALL