SAINT GEORGE'S SCHOOL (EIN 910630755) - 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

1955

Legal Domicile

Principal Officer

JAMES E TENDER

Phone

5094661636

Tax Period

2022-07-01 to 2023-06-30

SAINT GEORGE'S SCHOOL, founded in 1955, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2022. Expenses of $10.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

INSPIRING SCHOLARS, ATHLETES, AND ARTISTS TO SERVE AND LEAD OTHERS. THE SCHOOL VALUES ARE HONESTY, RESPECT, GENEROSITY OF SPIRIT, AND BEST EFFORTS. APPROXIMATELY 316 STUDENTS K THROUGH 12 ARE EDUCATED. INTERNATIONAL BACCALAUREATE DIPLOMA PROGRAMME IS OFFERED.

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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 (2022)

Revenue Breakdown

Contributions & Grants $669,130

Program Service Revenue $7,947,817

Investment Income $425,067

Other Revenue $64,526

TOTAL REVENUE $9,106,540

Expense Breakdown

Grants Paid $1,589,601

Salaries & Benefits $6,483,494

Fundraising Expenses $80,822

Program Expenses $9,434,996

Other Expenses $2,059,595

TOTAL EXPENSES $10,132,690

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,106,540	$8,544,513	+0.1%
Expenses	$10,132,690	$9,329,928	+0.1%
Net Income	$-1,026,150	$-785,415	+0.3%

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

127

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

$449,919

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM KOHLMEIER	PRESIDENT	5.00	Officer Director	$0	$0	$0
LEROY NOSBAUM	VICE PRESIDENT (OUTGOING)	5.00	Officer Director	$0	$0	$0
DUFF BERGQUIST	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID HILL	SECRETARY (OUTGOING)	5.00	Officer Director	$0	$0	$0
LISA EDWARDS	TRUSTEE	5.00	Director	$0	$0	$0
JIM GUNN	TRUSTEE (OUTGOING)	2.00	Director	$0	$0	$0
ANGELA NACCARATO	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN LEGGETT	TRUSTEE	2.00	Director	$0	$0	$0
JOHN ROLL	TRUSTEE	2.00	Director	$0	$0	$0
GEORGINA LYNCH	TRUSTEE	2.00	Director	$0	$0	$0
KEN ROBERTS	TRUSTEE	2.00	Director	$0	$0	$0
MIKE WERNER	TRUSTEE	2.00	Director	$0	$0	$0
JAMES E TENDER	HEAD OF SCHOOL	60.00	Officer	$256,096	$23,747	$279,843
STUART MERMEL	CHIEF FINANCIAL OFFICER	45.00	Officer	$150,858	$19,218	$170,076
FRANCESCA MULAZZI	HEAD OF UPPER SCHOOL	50.00	Highest	$122,768	$13,944	$136,712
JOELLE NEIWERT	HEAD OF MIDDLE SCHOOL	50.00	Highest	$115,120	$15,836	$130,956
RICHARD PETRINI	HEAD OF LOWER SCHOOL	50.00	Highest	$107,202	$15,363	$122,565

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	No data	No data	No data	No data
2023	$9,106,540	$10,132,690	$23,119,388	$-1,026,150
2022	$8,544,513	$9,329,928	$23,188,015	$-785,415
2021	$9,553,681	$8,766,948	$26,592,411	$786,733
2020	$8,708,348	$9,195,384	$24,137,354	$-487,036
2019	$9,082,206	$9,010,065	$24,067,639	$72,141
2018	$10,775,112	$9,048,111	$24,423,223	$1,727,001

SAINT GEORGE'S SCHOOL