McCalls Chapel School (EIN 730718872) - 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

1954

Legal Domicile

Principal Officer

JOHN LONG CEO

Phone

5802726600

Tax Period

2022-07-01 to 2023-06-30

McCalls Chapel School, founded in 1954, is a mid-sized nonprofit in the Education sector that reported $11.9M in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year.

Mission

TO PROVIDE LIFE-CHANGING SUPPORT TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES SO THAT THEY MAY LIVE INDEPENDENT, WELL-ADJUSTED, AND HAPPY LIVES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,544,627

Program Service Revenue $10,348,058

Investment Income $-656

Other Revenue $-2,706

TOTAL REVENUE $11,889,323

Expense Breakdown

Grants Paid $217,280

Salaries & Benefits $8,607,429

Fundraising Expenses $0

Program Expenses $10,913,764

Other Expenses $3,665,643

TOTAL EXPENSES $12,490,352

Year-over-Year Comparison

	2022	2021	Change
Revenue	$11,889,323	$13,315,018	-0.1%
Expenses	$12,490,352	$12,522,898	0.0%
Net Income	$-601,029	$792,120	-1.8%

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

436

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

$438,865

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LONG	CEO	18.0	Officer	$94,518	$10,026	$215,500
CYNTHIA STONE	SECRETARY / COO	18.0	Officer	$58,098	$692	$126,992
ALENNA SHORMAN	CFO/treasurer	28.0	Officer	$44,091	$523	$96,373
Richard Burpee	Board Chairman	1.0	Officer Director	$0	$0	$0
Todd Robson	Vice Chair	1.0	Officer Director	$0	$0	$0
Catherine Goddard	DIRECTOR	1.0	Director	$0	$0	$0
John Hudson	DIRECTOR	1.0	Director	$0	$0	$0
Martin McMillan	DIRECTOR	1.0	Director	$0	$0	$0
Kathy Pinson	DIRECTOR	1.0	Director	$0	$0	$0
Shari Powell	DIRECTOR	1.0	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$11,889,323	$12,490,352	$23,187,570	$-601,029
2022	$13,315,018	$12,522,898	$13,024,865	$792,120
2021	$11,707,804	$10,552,468	$9,915,625	$1,155,336
2020	$10,083,549	$11,874,746	$3,278,063	$-1,791,197
2019	$9,878,898	$10,518,903	$3,667,523	$-640,005
2018	$9,711,957	$10,713,263	$3,601,161	$-1,001,306

McCalls Chapel School