ROWLAND HALL-ST MARK'S 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

1867

Legal Domicile

Principal Officer

STEPHEN CROSS

Phone

8013557485

Tax Period

2024-07-01 to 2025-06-30

ROWLAND HALL-ST MARK'S SCHOOL, founded in 1867, is a mid-sized nonprofit in the Education sector that reported $50.1M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.8M, a strong 30% operating margin.

Mission

WE INSPIRE STUDENTS TO LEAD ETHICAL AND PRODUCTIVE LIVES THROUGH A COLLEGE PREPARATORY PROGRAM THAT PROMOTES THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $29,376,062 Revenue: $46,037,942

INDEPENDENT SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE. OUR FLEXIBLE, STUDENT-CENTERED CURRICULUM IS DESIGNED TO EVOLVE ALONGSIDE A DYNAMIC WORLD, PROVIDING A TRANSFORMATIONAL EDUCATION THAT...

INDEPENDENT SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE. OUR FLEXIBLE, STUDENT-CENTERED CURRICULUM IS DESIGNED TO EVOLVE ALONGSIDE A DYNAMIC WORLD, PROVIDING A TRANSFORMATIONAL EDUCATION THAT EQUIPS STUDENTS WITH THE SKILLS AND PURPOSE TO CREATE MEANINGFUL CHANGE. HERE, LEARNERS OF ALL AGES GROW AS PROBLEM SOLVERS, COMMUNICATORS, CRITICAL THINKERS, AND CREATORS, READY TO LEAD WITH CONFIDENCE AND COMPASSION.

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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 $3,131,422

Program Service Revenue $32,319,744

Investment Income $13,073,177

Other Revenue $1,532,659

TOTAL REVENUE $50,057,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,534,781

Fundraising Expenses $758,994

Program Expenses $29,376,062

Other Expenses $13,752,951

TOTAL EXPENSES $35,287,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,057,002	$40,077,570	+0.2%
Expenses	$35,287,732	$35,000,030	+0.0%
Net Income	$14,769,270	$5,077,540	+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

411

Volunteers

397

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

$1,214,624

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM HIMOFF	NOMINATING CHAIR AND VICE CHAIR	2.00	Director	$0	$0	$0
BEN DAHL	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTOPHER VON MAACK	INVESTMENT CHAIR	4.00	Director	$0	$0	$0
CONNIE DOOLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
DRU DAMICO	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE ZEIGLER	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY RHODES	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNA PAGOAGA	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER PRICE-WALLIN	BUILDING COMMITTEE CHAIR	3.00	Director	$0	$0	$0
JOSH KANTER	INSTITUTIONAL RISK CHAIR	0.50	Director	$0	$0	$0
KATIE LIEBERMAN	BOARD MEMBER	6.00	Director	$0	$0	$0
KEITH TAYLOR	BOARD MEMBER	1.50	Director	$0	$0	$0
MAIRI LEINING	BOARD MEMBER	2.00	Director	$0	$0	$0
MARINA LOWE	INCLUSION, EQUITY, AND OUT	4.00	Director	$0	$0	$0
MARY ANN VILLARREAL	BOARD MEMBER	0.50	Director	$0	$0	$0
MELISSA FILIPPONE	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE YEATES	FINANCE COMMITTEE CHAIR	1.00	Director	$0	$0	$0
MIKELLE MOORE	BOARD MEMBER	3.50	Director	$0	$0	$0
MOLLY MCCARTHEY-SPAIN	BOARD MEMBER	2.00	Director	$0	$0	$0
PHILIP MCCARTHEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PING LI	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA WEBSTER	DEVELOPMENT COMMITTEE CHAIR	3.00	Director	$0	$0	$0
RT REV PHYLLIS A SPIEGAL	EPISCOPAL BISHOP OF UTAH	0.00	Director	$0	$0	$0
ZACH SMITH	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHAEL GEE	HEAD OF SCHOOL	40.00	Officer	$746,524	$22,803	$769,327
ROBYN JENSEN	DIRECTOR OF ADVANCEMENT	40.00	Officer	$180,449	$346	$180,795
STEVE CROSS	CHIEF FINANCIAL OFFICER	40.00	Officer	$243,636	$20,866	$264,502
BRITTNEY HANSEN	ASSISTANT HEAD OF SCHOOL FOR ACADEMICS	40.00	Highest	$145,340	$0	$145,340
CHANDANI PATEL	DIRECTOR OF EQUITY AND INCLUSION	40.00	Highest	$133,959	$20,844	$154,803
EMILY WELLMAN	BEGINNING & LOWER SCHOOL PRINCIPAL	40.00	Highest	$146,000	$20,844	$166,844
PATRICK GODFREY	DIRECTOR OF TECHNOLOGY	40.00	Highest	$173,503	$21,369	$194,872
SHUJA KHAN	DIRECTOR OF ENROLLMENT MANAGEMENT	40.00	Highest	$142,861	$20,844	$163,705

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	$50,057,002	$35,287,732	$120,624,534	$14,769,270
2024	$40,077,570	$35,000,030	$94,508,501	$5,077,540
2023	$45,296,227	$31,934,078	$87,428,041	$13,362,149
2022	$31,456,884	$29,559,621	$68,485,891	$1,897,263
2021	$27,186,317	$23,754,261	$66,790,119	$3,432,056
2020	$24,357,392	$24,943,080	$59,503,028	$-585,688
2019	$27,677,173	$26,006,867	$59,839,964	$1,670,306
2018	$25,840,871	$24,747,952	$55,949,364	$1,092,919