BERKSHIRE COUNTRY DAY SCHOOL (EIN 042030686) - 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

1946

Legal Domicile

Principal Officer

SCOTT SYLVESTER

Phone

4136370755

Tax Period

2022-07-01 to 2023-06-30

BERKSHIRE COUNTRY DAY SCHOOL, founded in 1946, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 5% surplus.

Mission

CO-EDUCATIONAL PRIVATE DAY SCHOOL GRADES PRE-K THROUGH 8, ENCOURAGING ACADEMIC EXCELLENCE, INDIVIDUAL PROMISE AND RESPONSIBLE CITIZENSHIP

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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 (2022)

Revenue Breakdown

Contributions & Grants $494,478

Program Service Revenue $2,351,103

Investment Income $45,072

Other Revenue $318,571

TOTAL REVENUE $3,209,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,013,211

Fundraising Expenses $0

Program Expenses $2,117,278

Other Expenses $1,043,140

TOTAL EXPENSES $3,056,351

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,209,224	$2,734,746	+0.2%
Expenses	$3,056,351	$2,896,127	+0.1%
Net Income	$152,873	$-161,381	-1.9%

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

200

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
MARY WARNER	HEAD OF SCHOOL	40.00		$187,400	$0	$187,400
GWEN CONNOLLY	DIR OF FINANCE	40.00		$122,917	$0	$122,917
JULIE CLANCY	DIRECTOR OF ADVANC	40.00		$75,492	$0	$75,492
SUSAN BENNER	ASSIT HEAD OF SCHO	40.00		$73,000	$0	$73,000
KATE HILLMAN	ASSOC HEAD OF SCHO	40.00		$71,328	$0	$71,328
CHRISTINA MILLS	Secretary	9.00	Officer Director	$0	$0	$0
JOHN DOLAN	Trustee	9.00	Director	$0	$0	$0
COURTNEY MCDONNELL	Trustee	9.00	Director	$0	$0	$0
KEN GEREMIA	Trustee	9.00	Director	$0	$0	$0
CLAIRE NAYLOR-POLLART	Trustee	9.00	Director	$0	$0	$0
THEODORE GLOCKNER	Trustee	9.00	Director	$0	$0	$0
CHRIS MILLS	Trustee	9.00	Director	$0	$0	$0
SCOTT SYLVESTER	President	9.00	Officer Director	$0	$0	$0
STEPHANIE BUCHANAN	Trustee	9.00	Director	$0	$0	$0
ELIEL MAMOUSETTE	Trustee	9.00	Director	$0	$0	$0
PAIGE SMITH ORLOFF	Vice President	9.00	Officer Director	$0	$0	$0
LAURA KUNREUTHER	Trustee	9.00	Director	$0	$0	$0
JOHN KITTREDGE	Treasurer	9.00	Officer Director	$0	$0	$0
ELEANORE VELEZ	Trustee	9.00	Director	$0	$0	$0
DAVID NEWMAN	Trustee	9.00	Director	$0	$0	$0
JUDD SHOVAL	Trustee	9.00	Director	$0	$0	$0
MERRILEE MARDON	Trustee	9.00	Director	$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
2023	$3,209,224	$3,056,351	$6,506,123	$152,873
2022	$2,734,746	$2,896,127	$6,716,773	$-161,381
2021	$4,111,864	$2,724,697	$6,965,598	$1,387,167
2020	$2,795,892	$2,706,770	$5,449,701	$89,122
2019	$2,669,803	$2,847,324	$5,346,873	$-177,521

BERKSHIRE COUNTRY DAY SCHOOL