KNOX FOREST SCHOOL (EIN 821887611) - 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

Phone

8657766587

Tax Period

2024-01-01 to 2024-12-31

KNOX FOREST SCHOOL, founded in 2017, is a small nonprofit in the Education sector that reported $285K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

Knox Forest School is a nature based play program designed to connect young people to nature build self confidence and connection and develop a greater sense of community care and involvement.

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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 $2,400

Program Service Revenue $282,287

Investment Income $0

Other Revenue $0

TOTAL REVENUE $284,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,413

Fundraising Expenses $0

Program Expenses $299,066

Other Expenses $31,653

TOTAL EXPENSES $299,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,687	$248,326	+0.1%
Expenses	$299,066	$232,211	+0.3%
Net Income	$-14,379	$16,115	-1.9%

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

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

$60,263

Total Directors

$55,720

Key Employees

$188,043

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Otis	Board Chair	4.00	Officer	$4,543	$0	$4,543
Sara Otis	Director and Board President	55.00	Officer Director Highest	$55,720	$0	$55,720
Beth Aisenbrey	Teacher	18.00	Key Emp	$23,215	$0	$23,215
Katie Barr	Lead Teacher	30.00	Key Emp	$35,710	$0	$35,710
Natalie Connors	Teacher	16.00	Key Emp	$19,350	$0	$19,350
Bailey Fuller	Assistant Teacher	12.00	Key Emp	$15,480	$0	$15,480
Summer Fuss	Teacher	20.00	Key Emp	$29,528	$0	$29,528
Luke Marx	Lead Teacher	35.00	Key Emp	$39,618	$0	$39,618
Marcy Yoder	Teacher	15.00	Key Emp	$17,880	$0	$17,880
Karissa Smith	Substitute Teacher	2.00	Key Emp	$6,362	$0	$6,362
Ashley Addair	Substitute Teacher	0.30	Key Emp	$900	$0	$900
Michael Lantz	Secretary	0.10	Officer	$0	$0	$0
Megan Chaney	Vice President	0.10	Officer	$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
2024	$284,687	$299,066	$5,240	$-14,379
2023	$248,326	$232,211	$19,619	$16,115

KNOX FOREST SCHOOL