CRESTVIEW PREPARATORY SCHOOL (EIN 954064778) - 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

1986

Legal Domicile

Principal Officer

BAUDELIA C TAYLOR

Phone

8189520925

Tax Period

2024-07-01 to 2025-06-30

CRESTVIEW PREPARATORY SCHOOL, founded in 1986, is a community nonprofit in the Education sector that reported $9.6M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 18% operating margin.

Mission

A COEDUCATIONAL DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM TK-6TH GRADE.

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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 $2,335,513

Program Service Revenue $7,040,933

Investment Income $166,506

Other Revenue $9,658

TOTAL REVENUE $9,552,610

Expense Breakdown

Grants Paid $1,013,605

Salaries & Benefits $4,629,080

Fundraising Expenses $294,468

Program Expenses $6,020,274

Other Expenses $2,171,000

TOTAL EXPENSES $7,813,685

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,552,610	$7,085,104	+0.3%
Expenses	$7,813,685	$6,811,663	+0.1%
Net Income	$1,738,925	$273,441	+5.4%

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

Volunteers

165

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

$423,990

Total Directors

$292,723

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BAUDELIA TAYLOR	HEAD OF SCHOOL, PRESIDENT	40.00	Officer Director	$276,154	$16,569	$292,723
DEVIN AGRAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RASHEDA CARROLL	TRUSTEE	1.00	Director	$0	$0	$0
TUBA DIKEN	TRUSTEE	1.00	Director	$0	$0	$0
TOM DONKIN	TRUSTEE	1.00	Director	$0	$0	$0
FRED ESRAILIAN	TRUSTEE	1.00	Director	$0	$0	$0
JOANN FANG LI	TRUSTEE	1.00	Director	$0	$0	$0
BRENDA HERNANDEZ	TRUSTEE	1.00	Director	$0	$0	$0
HAN HU	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL KIM	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL KRUPCZAK	TRUSTEE	1.00	Director	$0	$0	$0
IVAN LEUNG	FINANCE CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
JAY LI	TRUSTEE	1.00	Director	$0	$0	$0
KATIE LOPEZ	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
FARNAZ PARVINI	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY SMITH	TRUSTEE	1.00	Director	$0	$0	$0
MARY TERTEROV	SECRETARY	1.00	Officer Director	$0	$0	$0
KEREM YILMAZ	TRUSTEE	1.00	Director	$0	$0	$0
KATIE LUNA	DIR. OF FINANCE & OPERATIO	40.00	Officer	$117,935	$13,332	$131,267
THOMAS DECLERK	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$136,681	$12,452	$149,133
MICHELE POTEET	DIR. OF ADMISSIONS/REGISTR	40.00	Highest	$122,486	$4,676	$127,162

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	$9,552,610	$7,813,685	$12,853,670	$1,738,925
2024	$7,085,104	$6,811,663	$10,763,525	$273,441
2023	$6,103,579	$5,892,717	$10,101,189	$210,862
2022	$5,502,627	$5,312,496	$7,415,861	$190,131
2021	$5,504,446	$4,768,728	$7,088,679	$735,718
2020	$4,971,542	$4,480,817	$4,313,603	$490,725
2019	$4,498,787	$4,428,366	$2,742,388	$70,421
2018	$4,119,004	$4,118,489	$2,592,085	$515

CRESTVIEW PREPARATORY SCHOOL