THE HAWTHORN SCHOOL INC (EIN 844495851) - 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

2020

Legal Domicile

Principal Officer

DR JOSEPH MCCLEARY

Phone

9142924220

Tax Period

2023-01-01 to 2023-12-31

THE HAWTHORN SCHOOL INC, founded in 2020, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $1.8M exceeded revenue, resulting in a 10% operating deficit.

Mission

THE MISSION OF THE HAWTHORN SCHOOL IS TO ASSIST PARENTS IN THE HOLISTIC EDUCATION OF THEIR CHILDREN SO THAT THEY BECOME DARING MEN AND WOMEN WHO IMBUE SOCIETY WITH VIRTUE AND AN OPTIMISTIC ATTITUDE TOWARDS LIFE'S CHALLENGES.

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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 $1,081,493

Program Service Revenue $551,130

Investment Income $0

Other Revenue $5,196

TOTAL REVENUE $1,637,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,115,528

Fundraising Expenses $0

Program Expenses $1,368,206

Other Expenses $688,533

TOTAL EXPENSES $1,804,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,637,819	$2,014,444	-0.2%
Expenses	$1,804,061	$1,198,050	+0.5%
Net Income	$-166,242	$816,394	-1.2%

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

$541,326

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JOSEPH MCCLEARY	PRESIDENT	40.00	Officer	$320,264	$39,928	$360,192
JAMES J FINNEGAN	CFO	30.00	Officer	$27,083	$18,934	$181,134
ANDRES PEREZ BENZO	TRUSTEE	20.00	Director	$0	$0	$100,000
JEAN PAUL DESTARAC	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY HADFORD	TRUSTEE	1.00	Director	$0	$0	$0
OSCAR MONTES	DIRECTOR	1.00	Director	$0	$0	$0
BEATRIZ ONTIVEROS	DIRECTOR	1.00	Director	$0	$0	$0
JOEL PIDEL	DIRECTOR	1.00	Director	$0	$0	$0
DR OTHON WILTZ	DIRECTOR	1.00	Director	$0	$0	$0
MONICA ALMONTE	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$1,637,819	$1,804,061	$994,941	$-166,242
2022	$2,014,444	$1,198,050	$1,217,502	$816,394
2021	$502,866	$494,943	$9,306	$7,923

THE HAWTHORN SCHOOL INC