SAINT MICHAEL EPISCOPAL SCHOOL (EIN 821644430) - 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

NETRA FITZGERALD

Phone

2143611224

Tax Period

2024-07-01 to 2025-06-30

SAINT MICHAEL EPISCOPAL SCHOOL, founded in 2017, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2024. The organization ran a surplus of $975K, a strong 17% operating margin.

Mission

TO PROVIDE AN EARLY CHILDHOOD EXPERIENCE BASED ON OUR 4 PILLARS: LOVE, FAITH, EDUCATION & SERVICE.

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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 $906,410

Program Service Revenue $4,756,627

Investment Income $189,229

Other Revenue $31,269

TOTAL REVENUE $5,883,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,307,452

Fundraising Expenses $51,803

Program Expenses $3,839,234

Other Expenses $1,601,374

TOTAL EXPENSES $4,908,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,883,535	$5,538,630	+0.1%
Expenses	$4,908,826	$4,198,185	+0.2%
Net Income	$974,709	$1,340,445	-0.3%

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

144

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

$192,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET SPELLINGS	PRESIDENT	5.00	Officer Director	$0	$0	$0
ARNOLD SPENCER	SECRETARY	0.50	Officer Director	$0	$0	$0
KATHY KELLEY	TREASURER	0.50	Officer Director	$0	$0	$0
TIFFANY DIXON	BOARD MEMBER	0.25	Director	$0	$0	$0
ROSS MULFORD	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVIS WIGGINS	BOARD MEMBER	0.50	Director	$0	$0	$0
CLAUDIA CONARD	BOARD MEMBER	0.25	Director	$0	$0	$0
DR HAYLEY FOURNIER	BOARD MEMBER	0.25	Director	$0	$0	$0
JANE GREENE	BOARD MEMBER	0.50	Director	$0	$0	$0
TODD HOWARD	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIE BUTTERWORTH	BOARD MEMBER	0.25	Director	$0	$0	$0
JULIE ALLEN	BOARD MEMBER	0.25	Director	$0	$0	$0
LILLIAN GREENE	BOARD MEMBER	0.50	Director	$0	$0	$0
PETER DELANEY	BOARD MEMBER	0.50	Director	$0	$0	$0
ERICA SARTAIN	BOARD MEMBER	0.50	Director	$0	$0	$0
NANCY SKOCHDOPOLE	BOARD MEMBER	0.50	Director	$0	$0	$0
NETRA FITZGERALD	HEAD OF SCHOOL	40.00	Officer	$164,167	$28,042	$192,209

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	$5,883,535	$4,908,826	$13,460,981	$974,709
2024	$5,538,630	$4,198,185	$9,863,150	$1,340,445
2023	$4,940,558	$3,743,636	$6,482,581	$1,196,922
2022	$3,502,365	$3,202,585	$4,431,255	$299,780
2021	$2,830,746	$2,776,857	$3,629,302	$53,889
2020	$2,900,623	$2,658,040	$3,025,278	$242,583
2019	$2,541,535	$2,553,097	$2,643,754	$-11,562
2018	$2,987,543	$2,558,607	$2,256,278	$428,936

SAINT MICHAEL EPISCOPAL SCHOOL