THE BAY 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

1980

Legal Domicile

Principal Officer

HOLLY MURPHY

Phone

2073742187

Tax Period

2023-07-01 to 2024-06-30

THE BAY SCHOOL, founded in 1980, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.7M left a modest 8% surplus.

Mission

THE SCHOOL PROVIDES ALTERNATIVE EDUCATION BASED ON THE WALDORF METHOD WHICH IS DEDICATED TO SOUND EDUCATION STANDARDS. TEACHING THE WHOLE CHILD TO GROW AND LEARN IN WAYS THAT MOST SUIT THEIR INDIVIDUAL TEMPERAMENTS AND ABILITIES, UTILIZING NOT ONLY THE CHILD'S THOUGHT PROCESSES, BUT ALSO THEIR PHYSICAL,RHYTHMIC AND ARTISTIC SENSE.

Program Service Accomplishments

Program 1

Expenses: $1,247,422

THE BAY SCHOOL IS A PRE-KINDERGARTEN THROUGH 8TH GRADE INDEPENDENT SCHOOL THAT HAS WORKED TO INTEGRATE ADADEMICS AND THE ARTS IN THE WALDORF TRADITION SINCE 1980. IT IS ACCREDITED BY THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES AND THE ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA. LOCATED ON A BEAUTIFUL 76- ACRE CAMPUS, THE SCHOOL ENCOMPASSES WOODS, TRAILS, ATHLETIC FIELDS, MEADOWS, A CHICKEN COOP, GREENHOUSES, FORGE, AND A PLAYGROUND.

Program 2

Expenses: $10,389

ENCOURAGING FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, AND WHEN APPLICABLE, SHARING THESE OPPORTUNITIES WITH THE GREATER BLUE HILL COMMUNITY.

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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 $274,846

Program Service Revenue $1,494,153

Investment Income $33,141

Other Revenue $29,078

TOTAL REVENUE $1,831,218

Expense Breakdown

Grants Paid $190,785

Salaries & Benefits $1,124,805

Fundraising Expenses $132,174

Program Expenses $1,257,811

Other Expenses $369,010

TOTAL EXPENSES $1,684,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,831,218	$1,726,025	+0.1%
Expenses	$1,684,600	$1,577,034	+0.1%
Net Income	$146,618	$148,991	0.0%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN BOULGER	DIRECTOR	N/A	Director	$0	$0	$0
MARCIA DIAMOND	EXECUTIVE DI	N/A	Director	$0	$0	$0
JANETTE EMLEN	DIRECTOR	N/A	Director	$0	$0	$0
TARA NEMETH	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT SPRINGER	FACULTY CHAI	N/A	Director	$0	$0	$0
SARAH TOMKINS	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM ENTWISLE	SECRETARY	N/A	Officer	$0	$0	$0
HOLLY MURPHY	CHAIR	N/A	Officer	$0	$0	$0
TIMOTHY TUNNEY	TREASURER	N/A	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$1,831,218	$1,684,600	$3,290,894	$146,618
2023	$1,726,025	$1,577,034	$3,057,644	$148,991
2022	$1,627,126	$1,421,573	$2,785,900	$205,553
2021	$1,139,343	$1,287,606	$2,449,800	$-148,263
2020	$1,292,044	$1,223,393	$2,317,433	$68,651
2019	$1,228,544	$1,278,452	$2,295,450	$-49,908
2018	$1,178,698	$1,213,901	$2,290,527	$-35,203