THE SANTA FE GIRLS' SCHOOL (EIN 850450769) - 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

1998

Legal Domicile

Principal Officer

CAROLYN THOMAS

Phone

5058203188

Tax Period

2024-07-01 to 2025-06-30

THE SANTA FE GIRLS' SCHOOL, founded in 1998, is a small nonprofit in the Education sector that reported $890K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $811K left a modest 9% surplus.

Mission

GIRLS' MIDDLE SCHOOL FOR GRADES 6, 7, AND 8.

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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 $187,324

Program Service Revenue $677,721

Investment Income $38,163

Other Revenue $-13,438

TOTAL REVENUE $889,770

Expense Breakdown

Grants Paid $90,100

Salaries & Benefits $514,489

Fundraising Expenses $28,828

Program Expenses $598,772

Other Expenses $206,414

TOTAL EXPENSES $811,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$889,770	$735,232	+0.2%
Expenses	$811,003	$741,757	+0.1%
Net Income	$78,767	$-6,525	-13.1%

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

Volunteers

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

$135,420

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIE R LEWIN-WILLIAMS	DIRECTOR, AD	40.00	Officer	$69,225	$2,077	$71,302
DARYA M PETERSON GLASS	DIRECTOR, PR	40.00	Officer	$62,250	$1,868	$64,118
CAROLYN THOMAS	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRUCE MILLER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
MELISSA BENEDICT	SECRETARY-TR	5.00	Officer Director	$0	$0	$0
LEE LEWIN	TRUSTEE	5.00	Director	$0	$0	$0
LAURA HOLT	TRUSTEE	5.00	Director	$0	$0	$0
SHELLEY ROBINSON	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	$889,770	$811,003	$1,777,175	$78,767
2024	No data	No data	No data	No data
2023	$1,014,029	$757,433	$1,546,293	$256,596
2022	$1,019,256	$675,887	$1,450,986	$343,369
2021	$709,838	$631,463	$1,220,355	$78,375
2020	$576,905	$592,650	$1,195,881	$-15,745
2019	$568,354	$582,537	$1,134,279	$-14,183

THE SANTA FE GIRLS' SCHOOL