THE SEVEN HILLS SCHOOL (EIN 941628213) - 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

1996

Legal Domicile

Principal Officer

KATHLEEN MCNAMARA

Phone

9259330666

Tax Period

2023-07-01 to 2024-06-30

THE SEVEN HILLS SCHOOL, founded in 1996, is a mid-sized nonprofit that reported $17.5M in total revenue in fiscal year 2023.

Mission

EDUCATIONAL INSTRUCTION AND ACTIVITIES TO STUDENTS RANGING FROM PRE-K THROUGH 8TH GRADE.

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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 $1,567,559

Program Service Revenue $15,464,517

Investment Income $392,302

Other Revenue $81,190

TOTAL REVENUE $17,505,568

Expense Breakdown

Grants Paid $2,170,499

Salaries & Benefits $10,480,901

Fundraising Expenses $1,052,462

Program Expenses $12,272,211

Other Expenses $4,761,091

TOTAL EXPENSES $17,412,491

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,505,568	$16,952,504	+0.0%
Expenses	$17,412,491	$17,506,447	0.0%
Net Income	$93,077	$-553,943	-1.2%

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

128

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

$813,123

Total Directors

Key Employees

$902,971

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN MCNAMARA	HEAD OF SCHOOL	40.00	Officer	$488,361	$64,919	$553,280
TANNER RAGLAND	ASST HD FOR FINANCE/OPERATIONS	40.00	Officer	$234,000	$25,843	$259,843
JASE TURNER	ASST HD OF SCHOOL FOR STRAT. PRI.	40.00	Key Emp	$226,250	$22,621	$248,871
JENNIFER ARNEST	ASST HD OF SCHOOL FOR LOWER SCHOOL	40.00	Key Emp	$203,225	$26,870	$230,095
AMY WALTERS	DIRECTOR OF DEVELPOMENT	40.00	Key Emp	$204,000	$24,649	$228,649
VICTOR LLANQUE ZONTA	ASSISTANT HEAD OF SCHOOL FOR MIDDLE SCHOOL	40.00	Key Emp	$174,824	$20,532	$195,356
STACEY HENLEY	CONTROLLER	40.00	Highest	$157,250	$15,275	$172,525
MATT SHARGEL	MIDDLE SCHOOL SCIENCE TEACHER	40.00	Highest	$154,640	$12,293	$166,933
SUSANNE GOLDMAN	DIRECTOR OF ADMISSIONS	40.00	Highest	$130,250	$25,626	$155,876
CYRELL ROBERSON	COUNSELOR	40.00	Highest	$133,800	$16,420	$150,220
KIRSTEN STEINBERG	MIDDLE SCHOOL LANGUAGE ARTS TEACHER	40.00	Highest	$131,487	$12,447	$143,934
JULIE MEISSNER	CHAIR	1.00	Officer Director	$0	$0	$0
PAT BLAKE	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL DEERINGER	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG MARSH	CHAIR OF GOVERNANCE	1.00	Officer Director	$0	$0	$0
JONATHAN FORMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL GROSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEL STAFFORD	DIRECTOR	1.00	Director	$0	$0	$0
RONKE OLATUNJI	DIRECTOR	1.00	Director	$0	$0	$0
KATIE ALBERTS	DIRECTOR	1.00	Director	$0	$0	$0
RAJ GUPTA	DIRECTOR	1.00	Director	$0	$0	$0
CHALIS KUBA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SWEEN	DIRECTOR	1.00	Director	$0	$0	$0
ROSE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
KWESI GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
RASHNA LARSON	DIRECTOR	1.00	Director	$0	$0	$0
ALEX LEE	DIRECTOR	1.00	Director	$0	$0	$0
ERIC LITTELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS RILEY	DIRECTOR	1.00	Director	$0	$0	$0
IANTHUS MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER ALUMBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY LIVERMORE	DIRECTOR	1.00	Director	$0	$0	$0
BRYCE PINKOS	DIRECTOR	1.00	Director	$0	$0	$0
MARCELA ROBLEDO	DIRECTOR	1.00	Director	$0	$0	$0
JACQUES HERRING	DIRECTOR	1.00	Director	$0	$0	$0
RINA SHAH	DIRECTOR	1.00	Director	$0	$0	$0
BEN WINIG	DIRECTOR	1.00	Director	$0	$0	$0
TANVEE MEHRA	DIRECTOR	1.00	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	$17,505,568	$17,412,491	$33,810,157	$93,077
2023	$16,952,504	$17,506,447	$31,668,233	$-553,943
2022	$14,884,866	$15,576,602	$31,497,781	$-691,736
2021	$14,721,602	$15,015,993	$32,251,990	$-294,391
2020	$14,454,525	$14,192,146	$30,343,969	$262,379
2019	$13,207,840	$13,028,803	$30,068,211	$179,037
2018	$11,912,132	$12,346,673	$29,924,466	$-434,541

THE SEVEN HILLS SCHOOL