Joan Macy 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

1989

Legal Domicile

Principal Officer

Dan Maydeck

Phone

9095932581

Tax Period

2023-07-01 to 2024-06-30

Joan Macy School, founded in 1989, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $985K, a strong 18% operating margin.

Mission

The School's goal is to provide a positive and supportive environment where students can develop academic, social, and vocational skills that will help enable them to transition independently and successfully into the community.

Program Service Accomplishments

Program 1

Expenses: $4,463,338 Revenue: $5,459,798

Joan Macy School was established in 1989 as a specialized non-public school for at-risk adolescent females requiring a more structured, therapeutic educational setting. Since then it has expanded its program to serve students grades 1-12 referred by local school districts. Class sizes are typically ten students or less, with a full regiment of special education services and an array of courses designed to meet their districts graduation requirements as well as vocational training for improved transition to traditional programs.For 23/24, the school provided 206 school days, 214 individual students were served throughout the year, reflecting 214 students from the surrounding districts.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,459,798

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,459,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,892,345

Fundraising Expenses $0

Program Expenses $4,463,338

Other Expenses $582,671

TOTAL EXPENSES $4,475,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,459,798	$4,238,321	+0.3%
Expenses	$4,475,016	$3,681,168	+0.2%
Net Income	$984,782	$557,153	+0.8%

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

N/A

Volunteers

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

$652,258

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hon Judge Robert A Dukes	Chair	1.00	Officer Director	$0	$0	$0
Michelle Becker	Past Chair	1.00	Officer Director	$0	$0	$0
Bob Dalton	First Vice Chair	1.00	Officer Director	$0	$0	$0
Brent Pasqua	Vice Chair	1.00	Officer Director	$0	$0	$0
Susan Hume	Treasurer	1.00	Officer Director	$0	$0	$0
Robert Mason	Secretary	1.00	Officer Director	$0	$0	$0
Brian Bowcock	Board Member	1.00	Director	$0	$0	$0
Susan Hume	Board Member	1.00	Director	$0	$0	$0
Guy La Rocque	Board Member	1.00	Director	$0	$0	$0
Patricia Lobello-Lamb	Board Member	1.00	Director	$0	$0	$0
Jim Short	Board Member	1.00	Director	$0	$0	$0
Kelli Vanevenhoven	Board Member	1.00	Director	$0	$0	$0
J Raymond Villanueva	Board Member	1.00	Director	$0	$0	$0
Judith Wagner	Board Member	1.00	Director	$0	$0	$0
Daniel Maydeck	CEO	1.00	Officer	$0	$43,919	$384,388
Tony Williams	CFO	1.00	Officer	$0	$54,971	$267,870

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	$5,459,798	$4,475,016	$1,699,383	$984,782
2023	$4,238,321	$3,681,168	$704,067	$557,153
2022	$1,934,787	$1,788,975	$259,907	$145,812
2021	$773,988	$822,106	$133,455	$-48,118
2020	$1,206,936	$1,266,980	$697,416	$-60,044
2019	$1,295,723	$1,255,681	$709,290	$40,042
2018	$1,155,041	$1,077,765	$602,022	$77,276