ST STEPHEN'S SCHOOL (EIN 980013401) - 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

1962

Legal Domicile

Principal Officer

ELIZABETH MORRIS

Phone

2125057409

Tax Period

2023-09-01 to 2024-08-31

ST STEPHEN'S SCHOOL, founded in 1962, is a mid-sized nonprofit that reported $14.5M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $13.1M left a modest 9% surplus.

Mission

THE SCHOOL IS AN INDEPENDENT SCHOOL PROVIDING EDUCATION, INSTRUCTION FOR STUDENTS IN GRADE NINE THROUGH TWELVE OPERATING IN ROME, ITALY.

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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 $299,658

Program Service Revenue $12,104,409

Investment Income $1,509,501

Other Revenue $604,154

TOTAL REVENUE $14,517,722

Expense Breakdown

Grants Paid $631,072

Salaries & Benefits $6,525,932

Fundraising Expenses $253,452

Program Expenses $8,580,504

Other Expenses $5,932,801

TOTAL EXPENSES $13,144,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,517,722	$11,457,966	+0.3%
Expenses	$13,144,805	$11,404,799	+0.2%
Net Income	$1,372,917	$53,167	+24.8%

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

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

$489,915

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MORRIS	CHAIR	1.00	Officer Director	$0	$0	$0
DANIELA SALVIONI	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID SADOFF	2ND VICE CHAR	1.00	Officer Director	$0	$0	$0
RICHARD ROUTHIER	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIAN BASTIAN	SECRETARY	1.00	Officer Director	$0	$0	$0
ROHIT AGGARWALA	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN ALTSCHUL	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA CRAIG	TRUSTEE	1.00	Director	$0	$0	$0
KATE FISCHER	TRUSTEE	1.00	Director	$0	$0	$0
MASSIMO ELSER	TRUSTEE	1.00	Director	$0	$0	$0
REGINA GAMBINO	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM GRUY	TRUSTEE	1.00	Director	$0	$0	$0
HELEN HANNICK	TRUSTEE	1.00	Director	$0	$0	$0
DINA KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH PACKER MUMM	TREASURER	1.00	Officer Director	$0	$0	$0
NATASHA PALLADINO	TRUSTEE	1.00	Director	$0	$0	$0
FRANCESCO CESARINI	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY SCHON	TRUSTEE	1.00	Director	$0	$0	$0
ERICA DORNBURG	TRUSTEE	1.00	Director	$0	$0	$0
SHALOM JOSEPH	TRUSTEE	1.00	Director	$0	$0	$0
IAN MASKELL	TRUSTEE	1.00	Director	$0	$0	$0
INGE WEUSTINK	TRUSTEE	1.00	Director	$0	$0	$0
JILL DIANE SWISHER	HEAD OF SCHOOL	40.00	Officer	$363,672	$126,243	$489,915

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
2024	$14,517,722	$13,144,805	$25,709,589	$1,372,917
2023	$11,457,966	$11,404,799	$22,854,661	$53,167
2022	$10,138,483	$10,387,863	$20,842,291	$-249,380
2021	$12,506,958	$11,414,589	$22,745,119	$1,092,369
2020	$11,497,885	$11,384,566	$20,663,959	$113,319
2019	$11,196,361	$10,505,931	$18,266,685	$690,430
2018	$12,433,843	$11,141,111	$17,150,883	$1,292,732

ST STEPHEN'S SCHOOL