THE KELLY SCHOOL (EIN 821904476) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

KERRI STEIN

Phone

7174897259

Tax Period

2024-07-01 to 2025-06-30

THE KELLY SCHOOL, founded in 2017, is a small nonprofit in the Education sector that reported $432K in total revenue in fiscal year 2024. Expenses of $415K left a modest 4% surplus.

Mission

THE PRIMARY PURPOSE OF THE KELLY SCHOOL IS TO OPERATE AS A CHRISTIAN ORGANIZATION FORMALLY ORGANIZED TO EDUCATE INDIVIDUALS IN A CHRISTIAN ENVIRONMENT, TO ENSURE ITS STUDENTS RECEIVE A RELIGIOUS EDUCATION. SAID CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $107,441

Program Service Revenue $320,271

Investment Income $3,912

Other Revenue $0

TOTAL REVENUE $431,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $357,137

Fundraising Expenses $0

Program Expenses $412,010

Other Expenses $58,013

TOTAL EXPENSES $415,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$431,624	$402,496	+0.1%
Expenses	$415,150	$426,101	0.0%
Net Income	$16,474	$-23,605	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$63,574

Total Directors

$63,574

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRI STEIN	SECRETARY	60.00	Officer Director	$37,846	$0	$37,846
MARY DODDS	TREASURER	24.00	Officer Director	$25,728	$0	$25,728
NANCY BARNETT	OFFICER	0.19	Officer Director	$0	$0	$0
TIM KOPP	OFFICER	0.19	Officer Director	$0	$0	$0
JOHN STEIN	PRESIDENT	0.19	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	$431,624	$415,150	$244,521	$16,474
2024	No data	No data	No data	No data
2023	$369,540	$323,707	$252,099	$45,833
2022	$400,362	$296,238	$206,137	$104,124
2021	$317,230	$242,026	$103,572	$75,204

THE KELLY SCHOOL