MENLO SCHOOL

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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

1994

Legal Domicile

Principal Officer

THAN HEALY

Phone

6503302000

Tax Period

2024-07-01 to 2025-06-30

MENLO SCHOOL, founded in 1994, is a mid-sized nonprofit that reported $97.9M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.9M, a strong 20% operating margin.

Mission

MENLO SCHOOL'S MISSION IS TO EMPOWER STUDENTS TO EXPLORE AND EXPAND THEIR INTERESTS, REACH THEIR FULLEST POTENTIAL, DEVELOP THE SKILLS NECESSARY FOR SUCCESS IN COLLEGE, AND BECOME ETHICAL, RESPONSIBLE, AND ENGAGED MEMBERS OF EVER WIDER COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $68,729,727 Revenue: $52,059,625

MENLO SCHOOL PROVIDES INSTRUCTION FOR APPROXIMATELY 805 STUDENTS IN GRADES 6-12, OFFERING A CURRICULUM THAT FOSTERS ACADEMIC EXCELLENCE AND PERSONAL GROWTH. IN MIDDLE SCHOOL, STUDENTS ARE GUIDED BY THE HABITS OF THE HEART AND MIND AND THE HABITS OF LEARNING, SUPPORTED BY TEACHERS WHO INSPIRE, CHALLENGE, AND NURTURE THEM. HIGH SCHOOL STUDENTS BENEFIT FROM A STIMULATING ACADEMIC ENVIRONMENT WITH OPPORTUNITIES TO EXPLORE THEIR INTERESTS AND DEVELOP MEANINGFUL CONNECTIONS, PREPARING THEM FOR FUTURE SUCCESS.IN ADDITION TO THE SCHOOL'S ACADEMIC & CREATIVE ARTS PROGRAMS, OTHER STUDENT PROGRAMS AND ACTIVITIES INCLUDE: MENLO ABROAD, SUMMER PROGRAM, SCHOOL TRIPS, STUDENT LIFE EVENTS, ATHLETICS, AND CHILD DEVELOPMENT CENTER.

Program 2

Expenses: $2,617,000 Revenue: $353,228

MENLO SCHOOL PROVIDES FISCAL SPONSORSHIP FOR MUSIC@MENLO. UNDER THIS ARRANGEMENT, MENLO SCHOOL MAINTAINS CONTROL OVER FUNDS AND ACTIVITIES AND PROVIDES ADMINISTRATIVE, FINANCIAL, AND COMPLIANCE...

MENLO SCHOOL PROVIDES FISCAL SPONSORSHIP FOR MUSIC@MENLO. UNDER THIS ARRANGEMENT, MENLO SCHOOL MAINTAINS CONTROL OVER FUNDS AND ACTIVITIES AND PROVIDES ADMINISTRATIVE, FINANCIAL, AND COMPLIANCE OVERSIGHT TO ENSURE ALL ACTIVITIES FURTHER CHARITABLE AND EDUCATIONAL PURPOSES.THE MISSION OF MUSIC@MENLO IS TO ENGAGE AND SUSTAIN AN AUDIENCE FOR CHAMBER MUSIC, PROGRAMMED, PRESENTED, AND PERFORMED AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND TO PROVIDE DESERVING YOUNG MUSICIANS WITH COMPREHENSIVE, FESTIVAL-BASED EDUCATIONAL OPPORTUNITIES.(CONTINUED ON SCHEDULE O)MUSIC@MENLO FEATURES UNIQUE IMMERSIVE PROGRAMMING, A ROSTER OF WORLD-CLASS ARTISTS, AND A CHAMBER MUSIC INSTITUTE FOR EMERGING AND PRE-PROFESSIONAL MUSICIANS. INTIMATE PERFORMANCE VENUES AND SIGNATURE OFFERINGS SUCH AS AUDIONOTES MP3S, CAF CONVERSATIONS, AND THE ENCOUNTER LECTURE SERIES OFFER A WIDE RANGE OF OPPORTUNITIES FOR AFICIONADOS AND NEWCOMERS OF ALL AGES TO CONNECT WITH CHAMBER MUSIC IN NEW AND INNOVATIVE WAYS.MUSIC@MENLO WAS INAUGURATED IN 2003 AT MENLO SCHOOL WITH CONCERTS, LECTURES, A TRAINING PROGRAM FOR ASPIRING PROFESSIONAL MUSICIANS, AND OPEN-TO-THE-PUBLIC MASTER CLASSES. ALL EVENTS TAKE PLACE ON MENLO SCHOOL'S CAMPUS.

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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 $16,387,450

Program Service Revenue $51,557,496

Investment Income $28,721,285

Other Revenue $1,205,041

TOTAL REVENUE $97,871,272

Expense Breakdown

Grants Paid $8,141,643

Salaries & Benefits $43,783,981

Fundraising Expenses $2,093,877

Program Expenses $71,346,727

Other Expenses $26,037,279

TOTAL EXPENSES $77,962,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,871,272	$76,698,078	+0.3%
Expenses	$77,962,903	$72,145,979	+0.1%
Net Income	$19,908,369	$4,552,099	+3.4%

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

454

Volunteers

839

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

$1,064,451

Total Directors

Key Employees

$434,310

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MALETIS	SECRETARY	2.00	Officer Director	$0	$0	$0
LARA HOUSSER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SAMEER DHOLAKIA	CHAIR	2.00	Officer Director	$0	$0	$0
ABBY DURBAN	TRUSTEE	2.00	Director	$0	$0	$0
BRUCE BURKARD	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTY RICHARDSON	TRUSTEE	2.00	Director	$0	$0	$0
DAMARIS AVILA	TRUSTEE	2.00	Director	$0	$0	$0
DENNIS YANG	TRUSTEE	2.00	Director	$0	$0	$0
DIPENDER SALUJA	TRUSTEE	2.00	Director	$0	$0	$0
DIVYA PATMAN	TRUSTEE	2.00	Director	$0	$0	$0
EDRIENNE BRANDON	TRUSTEE	2.00	Director	$0	$0	$0
ERIN GRANT	TRUSTEE	2.00	Director	$0	$0	$0
JACK HENEGHAN	TRUSTEE	2.00	Director	$0	$0	$0
JEN MULLOY	TRUSTEE	2.00	Director	$0	$0	$0
JERVIS WILLIAMS	TRUSTEE	2.00	Director	$0	$0	$0
JORY STEELE	TRUSTEE	2.00	Director	$0	$0	$0
KERRY O' ROURKE BISCHOF	TRUSTEE	2.00	Director	$0	$0	$0
MAX GAZOR	TRUSTEE	2.00	Director	$0	$0	$0
NIKHIL BASU TRIVEDI	TRUSTEE	2.00	Director	$0	$0	$0
OMAR AGUILAR	TRUSTEE	2.00	Director	$0	$0	$0
PHIL DEUTCH	TRUSTEE	2.00	Director	$0	$0	$0
PRIYANKA GOEL CHANDRASEKAR	TRUSTEE	2.00	Director	$0	$0	$0
SHARON SHA	TRUSTEE	2.00	Director	$0	$0	$0
STACEY BISHOP	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE M JACKSON	TRUSTEE	2.00	Director	$0	$0	$0
TEKEDRA MAWEKANA	TRUSTEE	2.00	Director	$0	$0	$0
NATHANIEL THAN HEALY	HEAD OF SCHOOL	40.00	Officer	$790,870	$88,129	$878,999
SHELLY GUPTA	CFO/BUSINESS MANAGER	40.00	Officer	$143,129	$42,323	$185,452
JOHN SCHAFER	DIRECTOR OF UPPER SCHOOL	40.00	Key Emp	$281,958	$152,352	$434,310
LA VINA LOWERY	MIDDLE SCHOOL DIRECTOR	40.00	Highest	$250,498	$55,808	$306,306
LOREN ARMS	DIRECTOR OF FACILITIES	40.00	Highest	$224,583	$71,258	$295,841
EARL KOBERLEIN	DIRECTOR OF ATHLETICS	40.00	Highest	$242,940	$58,019	$300,959
LINDA BERTETTA	DIRECTOR OF FINANCE	40.00	Highest	$215,932	$40,378	$256,310
CARLA DIEZ-CANSECO	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$235,637	$57,148	$292,785

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	$97,871,272	$77,962,903	$355,784,161	$19,908,369
2024	$76,698,078	$72,145,979	$341,387,000	$4,552,099
2023	$68,110,776	$68,173,589	$320,747,000	$-62,813
2022	$66,073,876	$65,531,211	$312,589,000	$542,665
2021	$64,317,000	$60,607,000	$320,152,000	$3,710,000
2020	$62,974,581	$58,534,279	$298,844,689	$4,440,302
2019	$82,076,925	$55,724,350	$287,719,100	$26,352,575
2018	$60,945,988	$52,873,553	$256,104,466	$8,072,435