BURR & BURTON SEMINARY

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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

1829

Legal Domicile

Principal Officer

SCOTT SWENOR

Phone

8023621775

Tax Period

2024-07-01 to 2025-06-30

BURR & BURTON SEMINARY, founded in 1829, is a mid-sized nonprofit in the Education sector that reported $33.4M in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.3M, a strong 25% operating margin.

Mission

TO EDUCATE STUDENTS INTELLECTUALLY AND MORALLY FOR A LIFE OF RESPONSIBILITY, INTEGRITY AND SERVICE.

Program Service Accomplishments

Program 1

Expenses: $21,438,161 Revenue: $20,351,776

BURR AND BURTON ACADEMY (BBA) IS AN INDEPENDENT SCHOOL THAT SERVES THE GENERAL PUBLIC. FOUNDED IN 1829, BBA SERVES 13 TOWNS IN SOUTHERN VERMONT AND IS COMMITTED TO PROVIDING AN OUTSTANDING...

BURR AND BURTON ACADEMY (BBA) IS AN INDEPENDENT SCHOOL THAT SERVES THE GENERAL PUBLIC. FOUNDED IN 1829, BBA SERVES 13 TOWNS IN SOUTHERN VERMONT AND IS COMMITTED TO PROVIDING AN OUTSTANDING EDUCATIONAL OPPORTUNITY TO EVERY STUDENT. BBA SERVES APPROXIMATELY 755 DOMESTIC AND 44 INTERNATIONAL STUDENTS FROM VARIOUS COUNTRIES. FAMILIES IN SENDING TOWNS PAY NO TUITION; TUITION IS PAID BY EACH SENDING TOWN. THE STUDENT BODY IS DIVERSE SOCIOECONOMICALLY. BBA HAS A VIRTUALLY 100% GRADUATION RATE & 85% HIGHER EDUCATION MATRICULATION RATE. BBA BRINGS THE BEST OF INDEPENDENT SCHOOL PHILOSOPHY AND EXPECTATIONS COUPLED WITH THE DEMOCRATIC IDEAL OF EDUCATION FOR ALL.

Program 2

Expenses: $649,128 Revenue: $564,870

FOOD SERVICE

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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 $5,081,879

Program Service Revenue $20,783,896

Investment Income $7,360,053

Other Revenue $216,335

TOTAL REVENUE $33,442,163

Expense Breakdown

Grants Paid $1,176,493

Salaries & Benefits $17,060,322

Fundraising Expenses $913,155

Program Expenses $22,087,289

Other Expenses $6,867,886

TOTAL EXPENSES $25,104,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,442,163	$21,589,154	+0.5%
Expenses	$25,104,701	$23,629,876	+0.1%
Net Income	$8,337,462	$-2,040,722	-5.1%

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

317

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

$618,471

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLEY STEVENSON	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
ED CAMPBELL	VICE CHAIR	5.00	Officer Director	$0	$0	$0
SCOTT SWENOR	TREASURER	5.00	Officer Director	$0	$0	$0
SANFRA WEISS	SECRETARY	5.00	Officer Director	$0	$0	$0
PEGGY BROCKETT	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL COOPERMAN	TRUSTEE	3.00	Director	$0	$0	$0
KELLIE BAKER-WAITE	TRUSTEE	3.00	Director	$0	$0	$0
HEIDI LYNN	TRUSTEE	3.00	Director	$0	$0	$0
BILL PHILIP	TRUSTEE	3.00	Director	$0	$0	$0
CAROL O'CONNOR	TRUSTEE	3.00	Director	$0	$0	$0
BRIAN BAREFOOT	TRUSTEE	3.00	Director	$0	$0	$0
BILL CAIRNS	TRUSTEE	3.00	Director	$0	$0	$0
DAPHNE MARKCROW	TRUSTEE	3.00	Director	$0	$0	$0
ANDREW BOYER	TRUSTEE	3.00	Director	$0	$0	$0
PAULINE DE LASZLO	TRUSTEE	3.00	Director	$0	$0	$0
TOM KELLY	TRUSTEE	3.00	Director	$0	$0	$0
MIKE POWERS	TRUSTEE	3.00	Director	$0	$0	$0
ROB REDMOND	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL COHEN	TRUSTEE	3.00	Director	$0	$0	$0
MARK TASHJIAN	HEADMASTER	50.00	Officer	$269,398	$37,886	$307,284
MARGARET KENNY	ASSOCIATE HEAD OF SCHOOL	50.00	Officer	$169,485	$9,139	$178,624
JEFF SPENCER	DIRECTOR OF FINANCE	50.00	Officer	$126,250	$6,313	$132,563
AMY WRIGHT	DIRECTOR OF TECHNOLOGY	50.00	Highest	$125,927	$6,417	$132,344
ERIC SUBIK	DIRECTOR OF FACILITIES	50.00	Highest	$125,447	$4,638	$130,085
KATE LEACH	DIRECTOR OF ADVANCEMENT	50.00	Highest	$120,891	$6,257	$127,148
MICHAEL CARACO	DEAN OF FACULTY	50.00	Highest	$120,144	$6,175	$126,319
JUSTIN HERRINGTON	DIRECTOR OF ADMISSION	50.00	Highest	$119,294	$6,170	$125,464

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	$33,442,163	$25,104,701	$77,709,311	$8,337,462
2024	$21,589,154	$23,629,876	$72,629,232	$-2,040,722
2023	$21,145,436	$23,106,076	$70,917,173	$-1,960,640
2023	$21,145,436	$23,106,076	$70,917,173	$-1,960,640
2022	$25,538,504	$21,909,599	$71,139,922	$3,628,905
2021	$24,030,648	$18,654,400	$72,894,574	$5,376,248
2020	$20,780,258	$19,536,540	$65,598,367	$1,243,718
2019	$19,347,323	$18,702,934	$62,360,934	$644,389