Presbyterian School (EIN 760282995) - 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

1988

Legal Domicile

Principal Officer

Mark Carleton

Phone

7136206355

Tax Period

2019-07-01 to 2020-06-30

Presbyterian School, founded in 1988, is a mid-sized nonprofit in the Education sector that reported $15.6M in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year. Net assets of $39.2M represent 30 months of operating reserves.

Mission

Family, School, and Church united in the education and support of each child.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,305,860

Program Service Revenue $14,052,122

Investment Income $-40,736

Other Revenue $322,068

TOTAL REVENUE $15,639,314

Expense Breakdown

Grants Paid $1,044,657

Salaries & Benefits $9,645,998

Fundraising Expenses $1,047,199

Program Expenses $13,287,986

Other Expenses $4,936,486

TOTAL EXPENSES $15,627,141

Year-over-Year Comparison

	2019	2018	Change
Revenue	$15,639,314	$17,371,083	-0.1%
Expenses	$15,627,141	$14,181,828	+0.1%
Net Income	$12,173	$3,189,255	-1.0%

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

168

Volunteers

300

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

$716,816

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Carleton	Headmaster	40.00	Officer	$497,195	$52,509	$549,704
Diane Havlinek	Finance Dir	40.00	Officer	$148,707	$18,405	$167,112
Ashlea Taylor	Dir Philanthropy	40.00		$124,344	$24,636	$148,980
Christy Heno	Head-Lower School	40.00		$112,798	$20,819	$133,617
Kristin Brown	Dir Admissions	40.00		$109,019	$23,166	$132,185
William Durden	Dir Athletics	40.00		$106,113	$15,993	$122,106
Charles Gramatges	Head-Middle School	40.00		$112,414	$9,503	$121,917
Kim Clark	Chair	2.00	Officer Director	$0	$0	$0
Taylor Reid	Vice Chairman	2.00	Officer Director	$0	$0	$0
Joe Karlgaard	Secretary	1.00	Officer Director	$0	$0	$0
Nelson Mabry	Treasurer	2.00	Officer Director	$0	$0	$0
Dorian Benn	Trustee	1.00	Director	$0	$0	$0
Brady Carruth	Trustee	1.00	Director	$0	$0	$0
Michael Casey	Trustee	1.00	Director	$0	$0	$0
Dolores Cavatore	Trustee	2.00	Director	$0	$0	$0
Chris Champion	Trustee	2.00	Director	$0	$0	$0
Marty DeBusk	Trustee	2.00	Director	$0	$0	$0
Martha Erwin	Trustee	1.00	Director	$0	$0	$0
Jonas Georgsson	Trustee	1.00	Director	$0	$0	$0
Julie Harris	Trustee	1.00	Director	$0	$0	$0
Kelli Rhee	Trustee	1.00	Director	$0	$0	$0
Jenn Rustay	Trustee	1.00	Director	$0	$0	$0
Kerry Sandberg	Trustee	1.00	Director	$0	$0	$0
Alan Stewart	Trustee	1.00	Director	$0	$0	$0
Chandler Sulton	Trustee	1.00	Director	$0	$0	$0
Patrick Trask	Trustee	1.00	Director	$0	$0	$0
Carlton Wilde Jr	Trustee	2.00	Director	$0	$0	$0
Marilyn Winters	Trustee	2.00	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
2020	$15,639,314	$15,627,141	$57,231,851	$12,173
2019	$17,371,083	$14,181,828	$54,148,841	$3,189,255

Presbyterian School