ST THOMAS 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

1951

Legal Domicile

Principal Officer

DR KIRK WHEELER

Phone

4254545880

Tax Period

2023-07-01 to 2024-06-30

ST THOMAS SCHOOL, founded in 1951, is a mid-sized nonprofit in the Education sector that reported $17.0M in total revenue in fiscal year 2023. Net assets of $57.3M represent 41 months of operating reserves.

Mission

TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. IN PARTNERSHIP WITH PARENTS, WE INSPIRE AND MOTIVATE INTELLECTUALLY CURIOUS STUDENTS. OUR SMALL, NURTURING ENVIRONMENT SUPPORTS THE ACQUISITION OF A BROAD ACADEMIC FOUNDATION WITH AN EMPHASIS ON CRITICAL THINKING, LEADERSHIP SKILLS AND THE DEVELOPMENT OF A STRONG CHARACTER AND SPIRITUAL AWARENESS.

Program Service Accomplishments

Program 1

Expenses: $12,995,030 Revenue: $14,772,551

PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 8TH GRADE. APPROXIMATELY 360 STUDENTS ARE EDUCATED BY NEARLY 90 FACULTY AND STAFF. IN PARTNERSHIP WITH PARENTS, ST. THOMAS INSPIRES AND MOTIVATES...

PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 8TH GRADE. APPROXIMATELY 360 STUDENTS ARE EDUCATED BY NEARLY 90 FACULTY AND STAFF. IN PARTNERSHIP WITH PARENTS, ST. THOMAS INSPIRES AND MOTIVATES INTELLECTUALLY CURIOUS STUDENTS. THE SMALL, NURTURING ENVIRONMENT SUPPORTS THE ACQUISITION OF A BROAD ACADEMIC FOUNDATION WITH AN EMPHASIS ON CRITICAL THINKING, LEADERSHIP SKILLS AND THE DEVELOPMENT OF A STRONG CHARACTER AND SPIRITUAL AWARENESS.

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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 $1,576,634

Program Service Revenue $14,772,551

Investment Income $666,562

Other Revenue $-38,705

TOTAL REVENUE $16,977,042

Expense Breakdown

Grants Paid $725,717

Salaries & Benefits $9,513,647

Fundraising Expenses $725,334

Program Expenses $12,995,030

Other Expenses $6,482,310

TOTAL EXPENSES $16,721,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,977,042	$15,951,867	+0.1%
Expenses	$16,721,674	$15,459,423	+0.1%
Net Income	$255,368	$492,444	-0.5%

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

132

Volunteers

250

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

$648,848

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SHERWOOD JR	PRESIDENT	5.00	Officer Director	$0	$0	$0
REBECCA ANDREW	VICE PRESIDENT & PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
TREVOR PARRIS	TREASURER	3.00	Officer Director	$0	$0	$0
SARAH REED	SECRETARY	3.00	Officer Director	$0	$0	$0
FRED WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
MOTHER LIZ COSTELLO	TRUSTEE	1.00	Director	$0	$0	$0
FRED BARKMAN JR	TRUSTEE	1.00	Director	$0	$0	$0
ANJALI BHAGAT	TRUSTEE	1.00	Director	$0	$0	$0
JAYASRI GHOSH	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH GRUENE	TRUSTEE	1.00	Director	$0	$0	$0
ZIV HAPARNAS	TRUSTEE	1.00	Director	$0	$0	$0
ERIN KANEKO	TRUSTEE	1.00	Director	$0	$0	$0
TRISH KING	TRUSTEE	1.00	Director	$0	$0	$0
GINA KWAN	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE NIELSEN	TRUSTEE	1.00	Director	$0	$0	$0
NICOLETTE SHARP	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN SMITH	TRUSTEE	1.00	Director	$0	$0	$0
ANNA ZAMOORA-KAPOOR	TRUSTEE	1.00	Director	$0	$0	$0
KIRK WHEELER	HEAD OF SCHOOL/EX-OFFICIO TRUSTEE	40.00	Officer	$452,480	$90,332	$542,812
PATRICK MCAULIFFE	DIR. OF FINANCE & OPERATIONS	40.00	Officer	$91,798	$14,238	$106,036
CATHERINE BLUNDELL	DIR. OF DEVELOPMENT	40.00	Highest	$178,349	$27,281	$205,630
NANCY MYLES	DIR. OF EARLY LEARNING CENTER	40.00	Highest	$140,871	$25,287	$166,158
JACKI SULLIVAN	FACULTY	40.00	Highest	$139,693	$23,655	$163,348
MEG ROOSA	DIR. OF ELEMENTARY CENTER	40.00	Highest	$138,247	$23,606	$161,853
KAREN MATHEWSON	DIR. OF MIDDLE SCHOOL	40.00	Highest	$131,037	$13,104	$144,141

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	$16,977,042	$16,721,674	$88,204,067	$255,368
2023	$15,951,867	$15,459,423	$81,672,542	$492,444
2022	$15,883,490	$14,775,507	$79,286,782	$1,107,983
2021	$17,059,426	$12,790,941	$81,420,135	$4,268,485
2020	$16,634,397	$12,267,871	$69,894,604	$4,366,526
2019	$17,102,991	$11,835,989	$64,476,691	$5,267,002
2018	$16,026,796	$11,243,284	$58,658,890	$4,783,512