SANDIA SCHOOL

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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

1965

Legal Domicile

Principal Officer

HEATHER MOCK

Phone

5053383000

Tax Period

2023-08-01 to 2024-07-31

SANDIA SCHOOL, founded in 1965, is a mid-sized nonprofit in the Education sector that reported $17.5M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $16.0M left a modest 9% surplus.

Mission

THE JOY OF LIVING AND LEARNING IS AT THE CENTER OF ALL WE DO. SANDIA PREPARATORY SCHOOL PROVIDES REMARKABLE OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL GROWTH WITHIN A CHALLENGING AND BALANCED PROGRAM. AS AN EXTENSION OF OUR FAMILIES, SANDIA PREP'S DIVERSE COMMUNITY INSPIRES STUDENTS TO FIND THEIR ACADEMIC FOCUS, TALENTS, AND CREATIVITY.

Program Service Accomplishments

Program 1

Expenses: $9,442,109 Revenue: $13,489,079

INSTRUCTION - SANDIA PREP IS AN INDEPENDENT PRIVATE SCHOOL THAT SERVES APPROXIMATELY 515 DAY STUDENTS IN GRADES 6-12. SANDIA PREP PROVIDES REMARKABLE OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL...

INSTRUCTION - SANDIA PREP IS AN INDEPENDENT PRIVATE SCHOOL THAT SERVES APPROXIMATELY 515 DAY STUDENTS IN GRADES 6-12. SANDIA PREP PROVIDES REMARKABLE OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL GROWTH WITHIN A CHALLENGING AND BALANCED PROGRAM. OUR INNOVATIVE COLLEGE PREP CURRICULUM PREPARES STUDENTS FOR SUCCESS IN COLLEGE AND BEYOND, AND INSPIRES EACH TO FIND AND ACHIEVE HIS OR HER PURPOSE IN THE WORLD.

Program 2

Expenses: $2,771,775 Revenue: $0

FINANCIAL ASSISTANCE - SANDIA PREP PROVIDES TUITION REMISSION AND FINANCIAL ASSISTANCE TO STUDENTS WHO WOULD NOT OTHERWISE BE ABLE TO ATTEND. THE FINANCIAL ASSISTANCE EXPENSES HELP FAMILIES PAY FOR...

Program 3

Expenses: $614,281 Revenue: $1,056,444

SUMMER PROGRAMS - SANDIA PREP OFFERS A SUMMER PROGRAM THAT PROVIDES A SAFE AND EDUCATIONALLY CHALLENGING ENVIRONMENT FOR YOUNGER STUDENTS AND OUR CURRENT STUDENTS. THE SUMMER PROGRAM RECENTLY SERVED...

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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 $1,134,640

Program Service Revenue $13,867,225

Investment Income $1,920,508

Other Revenue $555,343

TOTAL REVENUE $17,477,716

Expense Breakdown

Grants Paid $2,771,775

Salaries & Benefits $8,020,560

Fundraising Expenses $301,436

Program Expenses $12,828,165

Other Expenses $5,197,016

TOTAL EXPENSES $15,989,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,477,716	$15,238,992	+0.1%
Expenses	$15,989,351	$15,091,778	+0.1%
Net Income	$1,488,365	$147,214	+9.1%

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

296

Volunteers

100

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

$413,937

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER MOCK	HEAD OF SCHOOL	40.00	Officer	$291,038	$39,967	$331,005
SCOTT JEFFRIES	ASSISTANT HEAD OF SCHOOL - UPPER SCHOOL	40.00	Highest	$104,813	$5,338	$110,151
LAURA FITZPATRICK	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$106,197	$5,310	$111,507
SHANNON ELLIOTT	CFO	40.00	Officer	$74,957	$7,975	$82,932
TODD SANDOVAL	CHAIR	5.00	Officer Director	$0	$0	$0
STAN HUBBARD	PAST CHAIR	5.00	Officer Director	$0	$0	$0
ROBERT DEL CAMPO	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
JOSEPH KINNEY	TREASURER	5.00	Officer Director	$0	$0	$0
FAITH BEGAY-HOLTROP	SECRETARY	5.00	Officer Director	$0	$0	$0
CHARLES BECKNELL	TRUSTEE	5.00	Director	$0	$0	$0
SUSAN PRZEKURAT EPSTEIN	TRUSTEE	5.00	Director	$0	$0	$0
ALI HASHEMIAN	TRUSTEE	5.00	Director	$0	$0	$0
ERIK HARRIGAN	TRUSTEE	5.00	Director	$0	$0	$0
TREVOR HATCHELL	TRUSTEE	5.00	Director	$0	$0	$0
LISA MCCULLOCH	TRUSTEE	5.00	Director	$0	$0	$0
RACHAEL MILETKOV	TRUSTEE	5.00	Director	$0	$0	$0
STEPHANIE MOORE-COMBS	TRUSTEE	5.00	Director	$0	$0	$0
ELYCE TRYON SHEEHAN	TRUSTEE	5.00	Director	$0	$0	$0
KENNETH R TEKIN	TRUSTEE	5.00	Director	$0	$0	$0
AVERY VOLKMAN	TRUSTEE	5.00	Director	$0	$0	$0
LORNA WIGGINS	TRUSTEE	5.00	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
2025	No data	No data	No data	No data
2024	$17,477,716	$15,989,351	$28,725,675	$1,488,365
2023	$15,238,992	$15,091,778	$27,017,345	$147,214
2022	$14,904,182	$14,403,866	$27,571,490	$500,316
2021	$15,579,008	$13,996,373	$29,951,078	$1,582,635
2020	$14,201,540	$13,931,519	$28,359,300	$270,021
2019	$14,430,516	$14,124,604	$27,873,264	$305,912