STANLEY BRITISH PRIMARY SCHOOL (EIN 742325997) - 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

SUMANT BHAT

Phone

3033600803

Tax Period

2023-08-01 to 2024-07-31

STANLEY BRITISH PRIMARY SCHOOL, founded in 1984, is a mid-sized nonprofit in the Education sector that reported $15.2M in total revenue in fiscal year 2023. Expenses of $13.8M left a modest 9% surplus.

Mission

PROVIDE K-8 EDUCATION TO STUDENTS FROM DIVERSE SOCIOECONOMIC, ETHNIC, AND RACIAL BACKGROUNDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,574,086

Program Service Revenue $12,853,873

Investment Income $686,804

Other Revenue $107,863

TOTAL REVENUE $15,222,626

Expense Breakdown

Grants Paid $1,698,181

Salaries & Benefits $9,202,893

Fundraising Expenses $686,141

Program Expenses $10,435,023

Other Expenses $2,939,116

TOTAL EXPENSES $13,840,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,222,626	$15,961,381	0.0%
Expenses	$13,840,190	$13,434,111	+0.0%
Net Income	$1,382,436	$2,527,270	-0.5%

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

215

Volunteers

350

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

$428,252

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE VARHOLAK	PRESIDENT/BOARD CHAIR	4.00	Officer Director	$0	$0	$0
BRAD LANGNER	TREASURER	4.00	Officer Director	$0	$0	$0
SARAH BURGAMY	TRUSTEE	4.00	Director	$0	$0	$0
ANNE BURTCHAELL	TRUSTEE	4.00	Director	$0	$0	$0
KSENIA ADAMS	TRUSTEE	4.00	Director	$0	$0	$0
HADLEY COX	TRUSTEE	4.00	Director	$0	$0	$0
ERIN GLEATON	TRUSTEE	4.00	Director	$0	$0	$0
JAMIE MORGAN	TRUSTEE	4.00	Director	$0	$0	$0
MEGHAN BERGLIND	TRUSTEE	4.00	Director	$0	$0	$0
DOUG LLEWELLYN	TRUSTEE	4.00	Director	$0	$0	$0
ANDREW MOHRAZ	TRUSTEE	4.00	Director	$0	$0	$0
DAY HYATT	TRUSTEE	4.00	Director	$0	$0	$0
ALLIE KLINE	TRUSTEE	4.00	Director	$0	$0	$0
ERICA SALMON BYRNE	TRUSTEE	4.00	Director	$0	$0	$0
ALYSSA YATSKO	TRUSTEE	4.00	Director	$0	$0	$0
CAZES MARTIN	TRUSTEE	4.00	Director	$0	$0	$0
DANNY NEEDHAM	TRUSTEE	4.00	Director	$0	$0	$0
SUMANT BHAT	HEAD OF SCHOOL	40.00	Officer	$240,270	$35,793	$276,063
KAMA KREUTZER	DIRECTOR OF FINANCE	40.00	Officer	$131,640	$20,549	$152,189
SARA STERN	DIRECTOR OF ADMISSIONS & SUMMER PROGRAMS	40.00	Highest	$145,106	$34,062	$179,168
JENNIFER ENGLEBY	DIRECTOR OF OPERATIONS	40.00	Highest	$101,815	$38,624	$140,439
JOANNA HAMBIDGE	HEAD OF BRITISH PRIMARY PROF. LEARNING	40.00	Highest	$114,937	$16,644	$131,581
KENDALL EARLY	HEAD OF MIDDLE SCHOOL	40.00	Highest	$110,676	$1,177	$111,853

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
2024	$15,222,626	$13,840,190	$33,431,662	$1,382,436
2023	$15,961,381	$13,434,111	$30,617,601	$2,527,270
2022	$12,873,168	$12,103,889	$27,400,147	$769,279
2021	$12,840,906	$11,325,913	$27,048,051	$1,514,993
2020	$10,450,011	$10,580,975	$24,656,574	$-130,964
2019	$11,068,557	$10,817,042	$23,587,052	$251,515
2018	$10,512,631	$10,693,774	$23,565,943	$-181,143

STANLEY BRITISH PRIMARY SCHOOL