NUEVA SCHOOL (EIN 941633387) - Form 990 Financial Analysis & Trantor Score

🔒

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

1966

Legal Domicile

Principal Officer

LEE FERTIG

Phone

6503504600

Tax Period

2023-07-01 to 2024-06-30

NUEVA SCHOOL, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $76.6M in total revenue in fiscal year 2023. Expenses of $70.5M left a modest 8% surplus.

Mission

INDEPENDENT SCHOOL OPERATING FOR EDUCATIONAL PURPOSES - STUDENTS GRADES PRE-K THROUGH 12TH.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $15,202,212

Program Service Revenue $58,729,330

Investment Income $2,648,909

Other Revenue $21,759

TOTAL REVENUE $76,602,210

Expense Breakdown

Grants Paid $7,236,696

Salaries & Benefits $34,625,092

Fundraising Expenses $1,572,059

Program Expenses $55,550,930

Other Expenses $28,606,151

TOTAL EXPENSES $70,467,939

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,602,210	$73,973,737	+0.0%
Expenses	$70,467,939	$65,071,161	+0.1%
Net Income	$6,134,271	$8,902,576	-0.3%

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

364

Volunteers

140

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

$1,416,235

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN DONOHUE	CO-CHAIR	1.00	Officer Director	$0	$0	$0
HOON CHO	CO-CHAIR	1.00	Officer Director	$0	$0	$0
JANET CHESTON	VICE CO-CHAIR	1.00	Officer Director	$0	$0	$0
PUJA KAUL	VICE CO-CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN LYNCH	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER BLAUSTEIN	TREASURER	1.00	Officer Director	$0	$0	$0
BRUCE COZADD	TRUSTEE	1.00	Director	$0	$0	$0
MEI CHEN	TRUSTEE	1.00	Director	$0	$0	$0
ALLISON ROUSE	TRUSTEE	1.00	Director	$0	$0	$0
ANN WILSON GREEN	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE FOUGHT	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER SUN	TRUSTEE	1.00	Director	$0	$0	$0
DERRICK BOLTON	TRUSTEE	1.00	Director	$0	$0	$0
GERALD RISK	TRUSTEE	1.00	Director	$0	$0	$0
JODY SIEVERS	TRUSTEE	1.00	Director	$0	$0	$0
KAT ALFOND	TRUSTEE	1.00	Director	$0	$0	$0
KRISTINA PHIPPS	TRUSTEE	1.00	Director	$0	$0	$0
LEILA JOHANSSON	TRUSTEE	1.00	Director	$0	$0	$0
LOUISA GILLETT	TRUSTEE	1.00	Director	$0	$0	$0
MARC TARPENNING	TRUSTEE	1.00	Director	$0	$0	$0
MARY HYNES	TRUSTEE	1.00	Director	$0	$0	$0
RICK HOLMSTROM	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FRANK	TRUSTEE	1.00	Director	$0	$0	$0
TAMMY CROWN	TRUSTEE	1.00	Director	$0	$0	$0
LEE FERTIG	HEAD OF SCHOOL	40.00	Officer	$622,561	$179,704	$802,265
TERRY LEE	ASSOCIATE HEAD OF SCHOOL	40.00	Officer	$573,494	$40,476	$613,970
LIZA RAYNAL	UPPER SCHOOL DIVISION HEAD	40.00	Highest	$199,581	$108,239	$307,820
KAREN TIEGEL	MIDDLE SCHOOL DIVISION HEAD	40.00	Highest	$152,574	$132,678	$285,252
MEGAN TERRA	LOWER SCHOOL DIVISION HEAD	40.00	Highest	$228,230	$40,639	$268,869
JOHN GAVIN BRADLEY	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$248,534	$19,252	$267,786
TARYN GROGAN	DIR OF ENROLLMENT & STRAT ENGMT	40.00	Highest	$218,701	$45,225	$263,926
DIANE ROSENBERG	FORMER HEAD OF SCHOOL	0.00		$321,897	$0	$321,897

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	$76,602,210	$70,467,939	$292,968,273	$6,134,271
2023	$73,973,737	$65,071,161	$279,856,736	$8,902,576
2022	$88,478,791	$60,466,994	$263,030,582	$28,011,797
2021	$66,364,688	$50,648,048	$241,559,050	$15,716,640
2020	$60,556,880	$52,240,109	$225,889,762	$8,316,771
2019	$66,457,809	$51,740,494	$213,694,521	$14,717,315
2018	$74,729,002	$47,801,615	$194,105,935	$26,927,387

NUEVA SCHOOL