Huntington-Surrey School Inc (EIN 820713151) - 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

2017

Legal Domicile

Principal Officer

Angie Wordworth

Tax Period

2023-07-01 to 2024-06-30

Huntington-Surrey School Inc, founded in 2017, is a small nonprofit in the Education sector that reported $573K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

Huntington-Surrey School provides a high quality high school education that emphasizes the social, emotional, physical, and intellectual development of each child, recognizing that each child is an individual, that all children are creative, and that all children need to succeed.

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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 $95,586

Program Service Revenue $477,576

Investment Income $150

Other Revenue $0

TOTAL REVENUE $573,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $436,677

Fundraising Expenses $0

Program Expenses $607,687

Other Expenses $182,165

TOTAL EXPENSES $618,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$573,312	$648,035	-0.1%
Expenses	$618,842	$556,845	+0.1%
Net Income	$-45,530	$91,190	-1.5%

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

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

$75,500

Total Directors

$75,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margaret Connor	Head of School & Executive Di	60.00	Officer Director	$75,500	$0	$75,500
Sharon Webber	Board Member	1.00	Director	$0	$0	$0
Michelle Fandrich	Board Member	2.00	Director	$0	$0	$0
Lynn Katz	Board Member	1.00	Director	$0	$0	$0
Johni Walker-Little	Secretary	2.00	Officer Director	$0	$0	$0
Angie Wordworth	President	2.00	Officer 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	$573,312	$618,842	$360,338	$-45,530
2023	$648,035	$556,845	$405,302	$91,190
2022	$567,637	$542,220	$387,600	$25,417
2021	$485,748	$350,975	$375,765	$134,773
2020	$488,009	$439,200	$267,054	$48,809
2019	$645,723	$613,654	$227,282	$32,069

Huntington-Surrey School Inc