DUNN SCHOOL

EIN: 951909237 501(c)(3) Education

LOS OLIVOS, CA

Total Revenue
$17,668,590
Total Expenses
$17,279,892
Total Assets
$26,942,795
Net Assets
$16,634,298
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
CA
Phone
8056886471
Tax Period
2024-07-01 to 2025-06-30

DUNN SCHOOL, founded in 1957, is a mid-sized nonprofit in the Education sector that reported $17.7M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE DUNN SCHOOL COMMUNITY IS TO EDUCATE THE WHOLE STUDENT TO THEIR FULLEST POTENTIAL IN PREPARATION FOR A LIFE OF LEARNING AND LEADERSHIP IN SOCIETY. THE SCHOOL ACCOMPLISHES THIS MISSION BY OPERATING A 6-12TH GRADE BOARDING AND DAY SCHOOL, WHICH PREPARES STUDENTS FOR A RIGOROUS COLLEGE CURRICULUM.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,339,361
Program Service Revenue $13,911,368
Investment Income $1,099,394
Other Revenue $318,467
TOTAL REVENUE $17,668,590

Expense Breakdown

Grants Paid $3,043,875
Salaries & Benefits $8,117,013
Fundraising Expenses $401,394
Program Expenses $14,743,492
Other Expenses $6,119,004
TOTAL EXPENSES $17,279,892

Year-over-Year Comparison

2024 2023 Change
Revenue $17,668,590 $17,425,138 +0.0%
Expenses $17,279,892 $16,895,987 +0.0%
Net Income $388,698 $529,151 -0.3%
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

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Governance

Voting Members
16
Independent Members
16
Employees
134
Volunteers
60

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
4
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kalyan Balaven Head of School-Present 60.00
$309,414 $82,804 $392,218
Simon Sweeney Associate Head of School 60.00
$135,125 $61,125 $196,250
Amy Grenier CFO/COO 60.00
$135,711 $22,092 $157,803
Yong-Ling Beiman Trustee 1.00
Director
$0 $0 $0
Jonathan Sutton Day Trustee 1.00
Director
$0 $0 $0
Caroline Dewitt Trustee 1.00
Director
$0 $0 $0
Jodi Sean Pitts Trustee 1.00
Director
$0 $0 $0
Alice Gillaroo Trustee 1.00
Director
$0 $0 $0
Whitney Arnautou Trustee 1.00
Director
$0 $0 $0
Brian McWilliams Trustee 1.00
Director
$0 $0 $0
Karen Anderson Vice Chair 1.00
Officer Director
$0 $0 $0
Stephane de Bord Treasurer 1.00
Officer Director
$0 $0 $0
Jim Gaskin Trustee 1.00
Director
$0 $0 $0
Steve Dini Trustee 1.00
Director
$0 $0 $0
Guy Walker Chairman 1.00
Officer Director
$0 $0 $0
Autumn Badelt-Fanning Trustee 1.00
Director
$0 $0 $0
Justin Ching Trustee 1.00
Director
$0 $0 $0
Morton Sullivan Trustee 1.00
Director
$0 $0 $0
Titilola Johnson-Agiri Secretary 1.00
Officer 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 $17,668,590 $17,279,892 $26,942,795 $388,698
2024 $17,425,138 $16,895,987 $26,045,314 $529,151
2023 $15,685,913 $16,929,710 $24,044,084 $-1,243,797
2022 $14,255,892 $15,833,783 $25,503,734 $-1,577,891
2021 $15,565,883 $12,913,440 $28,867,050 $2,652,443
2020 $13,975,094 $14,074,434 $25,203,428 $-99,340
2019 $13,734,545 $13,233,614 $25,704,505 $500,931
2018 $14,272,101 $12,649,818 $19,442,463 $1,622,283
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