CRYSTAL SPRINGS UPLANDS SCHOOL (EIN 941247265) - 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

1952

Legal Domicile

Principal Officer

Kelly Sortino

Phone

6503424175

Tax Period

2022-07-01 to 2023-06-30

CRYSTAL SPRINGS UPLANDS SCHOOL, founded in 1952, is a mid-sized nonprofit in the Education sector that reported $43.1M in total revenue in fiscal year 2022. Expenses of $38.5M left a modest 11% surplus.

Mission

Operation of two educational facilities for approximately 570 students grades 6 through 12.

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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 $9,749,098

Program Service Revenue $32,443,558

Investment Income $1,196,373

Other Revenue $-320,471

TOTAL REVENUE $43,068,558

Expense Breakdown

Grants Paid $5,254,265

Salaries & Benefits $19,533,331

Fundraising Expenses $2,179,701

Program Expenses $30,789,634

Other Expenses $13,745,363

TOTAL EXPENSES $38,532,959

Year-over-Year Comparison

	2022	2021	Change
Revenue	$43,068,558	$43,546,183	0.0%
Expenses	$38,532,959	$36,492,687	+0.1%
Net Income	$4,535,599	$7,053,496	-0.4%

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

228

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

$597,737

Total Directors

Key Employees

$326,441

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Sortino	Head of School	40	Officer	$443,728	$154,009	$597,737
Diane Isola	CFO	40	Key Emp	$284,368	$42,073	$326,441
Elizabeth Berman	Chief Advancement Officer	40	Highest	$228,914	$36,528	$265,442
Alex Lockett	Head of Upper School	40	Highest	$225,588	$24,916	$250,504
Bruce Mishkit	Music Teacher	40	Highest	$197,658	$33,402	$231,060
Bruce Pollock	Chief Operating Officer	40	Highest	$193,179	$32,954	$226,133
Peter Antupit	Chief Information Officer	40	Highest	$183,653	$32,002	$215,655
Nicole Alston	Trustee	2	Director	$0	$0	$0
Kate Dachs	President	2	Officer Director	$0	$0	$0
Andrew Davis	Trustee	2	Director	$0	$0	$0
Jason Davila	Trustee	2	Director	$0	$0	$0
Evan Goldberg	Vice President	2	Officer Director	$0	$0	$0
Kevin Laws	Trustee	2	Director	$0	$0	$0
Jeff Lee	Treasurer	2	Officer Director	$0	$0	$0
Ana Leyva	Trustee	2	Director	$0	$0	$0
Becky Logan	Trustee	2	Director	$0	$0	$0
Kristi Cotton Spence	Lifetime Trustee	2	Director	$0	$0	$0
Josh Stein	Trustee	2	Director	$0	$0	$0
Cristal Waldrop	Secretary	2	Officer Director	$0	$0	$0
Peter Meier	Trustee	2	Director	$0	$0	$0
Hans Tung	Trustee	2	Director	$0	$0	$0
Julie Lee	Trustee	2	Director	$0	$0	$0
Meena Rangachary	Trustee	2	Director	$0	$0	$0
Mon Siriwatwechakul	Trustee	2	Director	$0	$0	$0
Steve Spinner	Trustee	2	Director	$0	$0	$0
Matthew Ebbel	Trustee	2	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$43,068,558	$38,532,959	$157,577,059	$4,535,599
2022	$43,546,183	$36,492,687	$149,235,820	$7,053,496
2021	$40,020,241	$34,113,756	$136,020,158	$5,906,485
2020	$33,690,446	$32,388,829	$124,873,162	$1,301,617
2019	$34,409,684	$31,911,903	$123,747,308	$2,497,781
2018	$26,788,636	$27,591,519	$120,319,484	$-802,883

CRYSTAL SPRINGS UPLANDS SCHOOL