JULIA MORGAN SCHOOL FOR GIRLS

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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

1997

Legal Domicile

Principal Officer

KATHRINA WEEKES

Phone

5106326000

Tax Period

2024-07-01 to 2025-06-30

JULIA MORGAN SCHOOL FOR GIRLS, founded in 1997, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

TO PREPARE GIRLS TO BE THE CONFIDENT, CAPABLE, CREATIVE AND COMPASSIONATE WOMEN OF TOMORROW.

Program Service Accomplishments

Program 1

Expenses: $4,714,408 Revenue: $4,875,857

THE EDUCATION PROGRAM SERVED 130 SIXTH, SEVENTH, AND EIGHTH GRADE STUDENTS FROM APPROXIMATELY 65 PUBLIC AND PRIVATE SCHOOLS. GRADUATES OF THE SCHOOL ENROLLED IN APPROXIMATELY 20 PUBLIC AND PRIVATE...

THE EDUCATION PROGRAM SERVED 130 SIXTH, SEVENTH, AND EIGHTH GRADE STUDENTS FROM APPROXIMATELY 65 PUBLIC AND PRIVATE SCHOOLS. GRADUATES OF THE SCHOOL ENROLLED IN APPROXIMATELY 20 PUBLIC AND PRIVATE HIGH SCHOOLS.

Program 2

Expenses: $23,414 Revenue: $40,900

JULIA MORGAN SCHOOL FOR GIRLS OFFERS A WEEKLY SUMMER CAMP PROGRAM FOR GIRLS ENTERING 4TH, 5TH, AND 6TH GRADES. THE PROGRAM INCLUDES ART, MUSIC, MOVEMENT, CREATIVE EXPRESSION, AND SCIENCE.

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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 $129,680

Program Service Revenue $4,904,148

Investment Income $405,539

Other Revenue $168,549

TOTAL REVENUE $5,607,916

Expense Breakdown

Grants Paid $1,288,090

Salaries & Benefits $2,822,456

Fundraising Expenses $99,116

Program Expenses $4,737,822

Other Expenses $1,416,479

TOTAL EXPENSES $5,527,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,607,916	$6,334,076	-0.1%
Expenses	$5,527,025	$5,554,856	0.0%
Net Income	$80,891	$779,220	-0.9%

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

Volunteers

125

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

Total Directors

Key Employees

$225,721

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY URBAN	CHAIR	5.00	Officer Director	$0	$0	$0
STEPHANIE MENDELSOHN	SECRETARY	2.00	Officer Director	$0	$0	$0
JERMAINE PIERRE	TREASURER	2.00	Officer Director	$0	$0	$0
COLLEEN SCHILLY	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA SILBERT	DIRECTOR	2.00	Director	$0	$0	$0
YVONNE FAISAL	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE ROTHSCHILD	DIRECTOR	2.00	Director	$0	$0	$0
ALISSA VANNET	DIRECTOR	2.00	Director	$0	$0	$0
TESS CURET	DIRECTOR	2.00	Director	$0	$0	$0
TANYA MOORE	DIRECTOR	2.00	Director	$0	$0	$0
MAYA MARAVILLA	DIRECTOR	2.00	Director	$0	$0	$0
JACQUELINE GALLO	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE SPITULNIK	HEAD OF SCHOOL	40.00	Key Emp	$200,375	$25,346	$225,721
DIALI BOSE-ROY	DIRECTOR OF CURRICULUM & TEACHING	40.00	Highest	$137,571	$17,012	$154,583
MARCIA BEDFORD	DIRECTOR OF STUDENT LIFE	40.00	Highest	$129,671	$8,895	$138,566
MICHELLE SMITH	7TH/8TH GRADE TEACHER	40.00	Highest	$113,429	$28,052	$141,481
ANNA KENNEDY	DIR OF OPERATIONS & SUSTAINABILITY/SCIENCE TEACHER	40.00	Highest	$105,824	$14,893	$120,717

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	$5,607,916	$5,527,025	$11,998,801	$80,891
2024	No data	No data	No data	No data
2023	$5,318,617	$5,173,068	$10,977,015	$145,549
2022	$5,110,169	$5,134,009	$8,236,271	$-23,840
2021	$5,853,335	$5,072,586	$8,750,027	$780,749
2020	$4,475,575	$4,563,194	$6,490,919	$-87,619
2019	$4,439,591	$4,465,593	$6,468,907	$-26,002
2018	$4,319,203	$4,285,586	$6,337,113	$33,617