SCHOOL OF THE WOODS (EIN 741473443) - 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

1962

Legal Domicile

Principal Officer

SHERRY HERRON

Phone

7136868811

Tax Period

2022-07-01 to 2023-06-30

SCHOOL OF THE WOODS, founded in 1962, is a community nonprofit in the Education sector that reported $6.1M in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $5.4M left a modest 11% surplus.

Mission

NON PROFIT SCHOOL FOR STUDENTS OF ANY RACE OR CREED, DESIGNED TO PROVIDE A MONTESSORI EDUCATION AND LEARNING EXPERIENCE FROM PRE-SCHOOL TO HIGH SCHOOL FOR APPROX 350 STUDENTS

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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 $1,200,189

Program Service Revenue $4,829,173

Investment Income $25,062

Other Revenue $0

TOTAL REVENUE $6,054,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,652,369

Fundraising Expenses $30,859

Program Expenses $3,518,535

Other Expenses $1,716,858

TOTAL EXPENSES $5,369,227

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,054,424	$5,456,151	+0.1%
Expenses	$5,369,227	$5,137,798	+0.0%
Net Income	$685,197	$318,353	+1.2%

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

N/A

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

$140,046

Total Directors

$78,051

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY HERRON	HEAD OF THE	40.00	Officer	$127,315	$12,731	$140,046
CHERYL FOWLER	BUSINESS MAN	40.00	Director	$70,956	$7,095	$78,051
BOBBY DEDEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JARED DICKINSON	SECRETARY	N/A	Officer Director	$0	$0	$0
GARY EATON	DIRECTOR	N/A	Director	$0	$0	$0
RACHEL GREENE	DIRECTOR	N/A	Director	$0	$0	$0
RUSSELL HERRON	DIRECTOR	N/A	Director	$0	$0	$0
DANIEL MCGUIRE	TREASURER	N/A	Officer Director	$0	$0	$0
DAVID WELLING	DIRECTOR	N/A	Director	$0	$0	$0
MARY WOMACK	DIRECTOR	N/A	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	$6,054,424	$5,369,227	$20,289,108	$685,197
2022	$5,456,151	$5,137,798	$19,377,022	$318,353
2021	$4,866,130	$4,749,326	$20,764,653	$116,804

SCHOOL OF THE WOODS