ROBERT LOUIS STEVENSON SCHOOL

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Principal Officer

EDWARD DIYANNI

Phone

8316258300

Tax Period

2022-07-01 to 2023-06-30

ROBERT LOUIS STEVENSON SCHOOL, founded in 1952, is a mid-sized nonprofit in the Education sector that reported $52.7M in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. Expenses of $49.3M left a modest 7% surplus.

Mission

BOARDING & DAY SCHOOL COMMITTED TO THREE AIMS:1. TO PREPARE STUDENTS FOR SUCCESS IN COLLEGE AND LIFE BEYOND SCHOOL;2. TO FOSTER THEIR PASSION FOR LEARNING AND ACHIEVEMENT;3. TO HELP THEM SHAPE A JOYFUL LIFE.

Program Service Accomplishments

Program 1

Expenses: $36,415,849 Revenue: $39,037,241

STEVENSON SCHOOL IS A PRIVATE PRE-K THROUGH 12 BOARDING/DAY SCHOOL LOCATED TWO CAMPUSES ON THE MONTEREY PENINSULA. FOR THE FISCAL YEAR 2023, THE SCHOOL SERVED 776 STUDENTS AND GRADUATED 131 STUDENTS...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $11,672,951

Program Service Revenue $39,037,241

Investment Income $1,929,581

Other Revenue $64,088

TOTAL REVENUE $52,703,861

Expense Breakdown

Grants Paid $7,559,281

Salaries & Benefits $25,955,629

Fundraising Expenses $1,806,845

Program Expenses $36,415,849

Other Expenses $15,755,842

TOTAL EXPENSES $49,270,752

Year-over-Year Comparison

	2022	2021	Change
Revenue	$52,703,861	$58,667,737	-0.1%
Expenses	$49,270,752	$44,159,807	+0.1%
Net Income	$3,433,109	$14,507,930	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

335

Volunteers

200

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

$1,513,677

Total Directors

Key Employees

$1,352,912

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID D COLBURN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CYNTHIA B CHAPMAN	VICE BOARD CHAIR / SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID S ROSEN	TREASURER	1.00	Officer Director	$0	$0	$0
MADELEINE DEININGER	TRUSTEE	1.00	Director	$0	$0	$0
MARK R HORNBERGER	TRUSTEE	1.00	Director	$0	$0	$0
JON IWATA	TRUSTEE (LEFT 02/2023)	1.00	Director	$0	$0	$0
DR MICHAEL L JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
RON JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER KIRK	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT WH MA	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN A MERKSAMER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS F MORAN	TRUSTEE	1.00	Director	$0	$0	$0
PETER NIELSEN	TRUSTEE	1.00	Director	$0	$0	$0
TOM ORRADRE	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN PACKER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM PEROCHI	TRUSTEE	1.00	Director	$0	$0	$0
COURTNEY SLAUTTERBACK	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE STIHLER	TRUSTEE	1.00	Director	$0	$0	$0
DR SUSAN SWICK	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN C ZAHM	TRUSTEE	1.00	Director	$0	$0	$0
DR KEVIN M HICKS	PRESIDENT (LEFT 12/2022)	40.00	Officer	$509,639	$177,240	$686,879
EDWARD DIYANNI	CFOO	40.00	Officer	$297,496	$137,630	$435,126
DANIEL GRIFFITHS	PRESIDENT	40.00	Officer	$225,742	$165,930	$391,672
MOLLY BUNNELL-BOZZO	HEAD OF LOWER-MIDDLE	40.00	Key Emp	$208,331	$123,190	$331,521
NATHAN GAULT	CHIEF INFORMATION OFFICER	40.00	Key Emp	$199,175	$135,215	$334,390
AMY ELMORE	DIR OF ADVANCEMENT	40.00	Key Emp	$186,930	$188,615	$375,545
AMY GRAHAM	DIR OF ENROLLMENT MANAGEMENT	40.00	Key Emp	$175,181	$136,275	$311,456
ALLYN WENZEL	DIR OF TECHNOLOGY	40.00	Highest	$151,725	$26,665	$178,390
ERIK OLSON	DIR OF CO-CURRICULAR ED	40.00	Highest	$143,430	$151,755	$295,185
EMILY TOOPS	DIR OF DATA OPERATIONS	40.00	Highest	$134,160	$27,130	$161,290
MATTHEW SCLAFANI	CONTROLLER / DIR OF FINANCIAL AID	40.00	Highest	$133,362	$41,535	$174,897
AIMEE BATES	HEAD OF UPPER DIVISION	40.00	Highest	$128,855	$157,905	$286,760

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	$52,703,861	$49,270,752	$156,735,465	$3,433,109
2022	$58,667,737	$44,159,807	$152,901,539	$14,507,930
2021	$41,575,632	$33,477,777	$141,974,107	$8,097,855
2020	$40,501,209	$39,981,362	$122,648,077	$519,847
2019	$40,318,215	$39,640,294	$122,835,369	$677,921
2018	$39,845,240	$38,346,823	$121,816,458	$1,498,417