THE SAN FRANCISCO SCHOOL (EIN 941629702) - 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

1966

Legal Domicile

Principal Officer

FARNAZ DEVITT

Phone

4152391410

Tax Period

2024-07-01 to 2025-06-30

THE SAN FRANCISCO SCHOOL, founded in 1966, is a mid-sized nonprofit that reported $14.8M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $14.0M left a modest 5% surplus.

Mission

PRIVATE SCHOOL THAT PROMISES TO PRACTICE RESPECT, EMBRACES DIVERSITY, AND INSPIRE PASSION TO LEARN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,053,698

Program Service Revenue $12,753,430

Investment Income $947,791

Other Revenue $10,878

TOTAL REVENUE $14,765,797

Expense Breakdown

Grants Paid $1,682,188

Salaries & Benefits $9,190,790

Fundraising Expenses $503,883

Program Expenses $12,097,371

Other Expenses $3,118,144

TOTAL EXPENSES $13,991,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,765,797	$13,478,535	+0.1%
Expenses	$13,991,122	$13,168,608	+0.1%
Net Income	$774,675	$309,927	+1.5%

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

104

Volunteers

100

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

$801,781

Total Directors

$1,081,712

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUNA KIM MCDAID	HEAD OF SCHOOL / PRESIDENT	40.00	Officer Director	$415,258	$39,406	$454,664
FARNAZ DEVITT	CFOO / TREASURER	40.00	Officer Director	$204,221	$13,869	$218,090
TALIA GOODKIN	TEACHER / TRUSTEE	40.00	Director	$113,471	$15,876	$129,347
DANIEL MUNDA	TEACHER / TRUSTEE	40.00	Director	$96,170	$79,439	$175,609
STACY LEE	TEACHER / TRUSTEE	40.00	Director	$96,508	$7,494	$104,002
JOSUE ESTRADA	CHAIR OF BOARD	2.00	Officer Director	$0	$0	$0
LORI KARNS	VICE CHAIR OF BOARD	2.00	Officer Director	$0	$0	$0
JOHN PALMER	FINANCE CHAIR	2.00	Officer Director	$0	$0	$0
BRITT ANDERSON	TRUSTEE	2.00	Director	$0	$0	$0
THEA ANDERSON	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL BENSON	TRUSTEE	2.00	Director	$0	$0	$0
ELLEN CHEN	TRUSTEE	2.00	Director	$0	$0	$0
GISELLE CHOW	TRUSTEE	2.00	Director	$0	$0	$0
JEN FAENZA	TRUSTEE	2.00	Director	$0	$0	$0
ALI GASS	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL GLASER	TRUSTEE	2.00	Director	$0	$0	$0
SAPNA GUPTA	TRUSTEE	2.00	Director	$0	$0	$0
SID LAKIREDDY	TRUSTEE	2.00	Director	$0	$0	$0
STACY LEE	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE LUBY	TRUSTEE	2.00	Director	$0	$0	$0
CARLTON MCMILLAN	TRUSTEE	2.00	Director	$0	$0	$0
ALEX ORTIZ	TRUSTEE	2.00	Director	$0	$0	$0
MORIAH ORTIZ	TRUSTEE	2.00	Director	$0	$0	$0
DARPUN SACHDEV	TRUSTEE	2.00	Director	$0	$0	$0
ANGELA TAYLOR	TRUSTEE	2.00	Director	$0	$0	$0
LAURA POST	ASSOC. DIR OF OPS & ADVANCEMENT/SEC	40.00	Officer	$119,510	$9,517	$129,027
STEWART DORSEY	HEAD OF LOWER SCHOOL (AS OF 7/1/24)	40.00	Highest	$168,080	$37,850	$205,930
RAQUEL VIZCAINO RAMIREZ	MIDDLE SCHOOL HEAD	40.00	Highest	$180,597	$21,552	$202,149
JENNIFER KEESE-POWELL	DIRECTOR OF ADVANCEMENT	40.00	Highest	$165,482	$31,161	$196,643
DOLORES ELKIN	KINDERGARTEN TEACHER	40.00	Highest	$143,672	$10,865	$154,537
PUI CHI NG	CONTROLLER	40.00	Highest	$140,643	$10,533	$151,176

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	$14,765,797	$13,991,122	$38,145,418	$774,675
2024	$13,478,535	$13,168,608	$28,451,874	$309,927
2023	$12,660,365	$13,290,417	$27,011,301	$-630,052
2022	$11,947,325	$12,549,218	$28,217,432	$-601,893
2021	$14,481,306	$11,655,714	$30,677,373	$2,825,592
2020	$14,820,188	$10,812,916	$27,542,143	$4,007,272
2019	$11,356,584	$10,276,156	$23,124,235	$1,080,428
2018	$9,985,585	$9,681,300	$21,779,440	$304,285

THE SAN FRANCISCO SCHOOL