THE BANFF SCHOOL (EIN 760535497) - 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

1997

Legal Domicile

Principal Officer

HEIDI SWAN

Phone

2814449326

Tax Period

2024-08-01 to 2025-07-31

THE BANFF SCHOOL, founded in 1997, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 13% surplus.

Mission

The organization operated exclusively as a primary and secondary school offering a regularly scheduled curriculum with a regular faculty for approximately 151 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 (2024)

Revenue Breakdown

Contributions & Grants $4,049

Program Service Revenue $2,536,470

Investment Income $183,016

Other Revenue $-503

TOTAL REVENUE $2,723,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,231,297

Fundraising Expenses $0

Program Expenses $2,091,950

Other Expenses $1,139,308

TOTAL EXPENSES $2,370,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,723,032	$2,737,873	0.0%
Expenses	$2,370,605	$2,150,971	+0.1%
Net Income	$352,427	$586,902	-0.4%

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

N/A

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

$108,377

Total Directors

$108,377

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEIDI SWAN	Secretary	50.00	Officer Director	$92,297	$0	$92,297
KARIN E PIKE	Treasurer	12.00	Officer Director	$16,080	$0	$16,080
JOYCE HARBERSON	PRESIDENT	0.00	Director	$0	$0	$0
KURT P BANFF	Vice President	0.00	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
2025	$2,723,032	$2,370,605	$5,675,700	$352,427
2024	$2,737,873	$2,150,971	$5,120,630	$586,902
2023	$2,762,974	$2,074,473	$4,533,228	$688,501
2022	$2,419,111	$1,875,616	$3,844,714	$543,495
2021	$1,946,797	$1,691,241	$3,301,232	$255,556
2020	$2,239,076	$2,008,895	$3,045,676	$230,181

THE BANFF SCHOOL