SHORE COUNTRY DAY SCHOOL (EIN 042104926) - 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

1936

Legal Domicile

Principal Officer

AMANDA JACKSON

Phone

9789271700

Tax Period

2023-07-01 to 2024-06-30

SHORE COUNTRY DAY SCHOOL, founded in 1936, is a mid-sized nonprofit that reported $14.0M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $44.6M represent 38 months of operating reserves.

Mission

TO PROVIDE EDUCATION TO STUDENTS IN PRE-K/KINDERGARTEN TO 9TH GRADE.

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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 $847,748

Program Service Revenue $11,955,583

Investment Income $1,157,742

Other Revenue $-3,885

TOTAL REVENUE $13,957,188

Expense Breakdown

Grants Paid $869,599

Salaries & Benefits $9,967,444

Fundraising Expenses $670,169

Program Expenses $10,667,350

Other Expenses $4,068,144

TOTAL EXPENSES $14,905,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,957,188	$16,371,515	-0.1%
Expenses	$14,905,187	$16,460,308	-0.1%
Net Income	$-947,999	$-88,793	+9.7%

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

155

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

$713,642

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA JACKSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
ELSABEL RINCON	TRUSTEE	3.00	Director	$0	$0	$0
JOHN TUCKER	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN CATALDO	CLERK	5.00	Officer Director	$0	$0	$0
MARK ATTIA	TRUSTEE	3.00	Director	$0	$0	$0
BETHANY CARD	TRUSTEE	3.00	Director	$0	$0	$0
JOHN FAWCETT	TRUSTEE	3.00	Director	$0	$0	$0
KELLY KETTENBACH	TRUSTEE	3.00	Director	$0	$0	$0
ALLISON LEVANGIE	TRUSTEE	3.00	Director	$0	$0	$0
DOMENIC MARINELLI	TRUSTEE	3.00	Director	$0	$0	$0
JOHN MCVEIGH	TRUSTEE	3.00	Director	$0	$0	$0
ALEXA SQUITIERI	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MEGAN WALLACE	TRUSTEE	3.00	Director	$0	$0	$0
ALEX ZALDASTANI	TRUSTEE	3.00	Director	$0	$0	$0
SYDNEY ATKINS	TRUSTEE	3.00	Director	$0	$0	$0
JASON BALETSA	TRUSTEE	3.00	Director	$0	$0	$0
EMILY DONNAN	TRUSTEE	3.00	Director	$0	$0	$0
ANN MARIE FLYNN	CHIEF FINANCIAL AND OPERAT	40.00	Key Emp	$186,798	$123,041	$309,839
KATHERINE KOZIN	DIRECTOR OF INSTITUTIONAL	40.00	Key Emp	$168,729	$19,966	$188,695
AMY VORENBERG	INTERIM HEAD OF SCHOOL	40.00	Key Emp	$192,712	$22,396	$215,108
THOMAS HAY	HEAD OF UPPER SCHOOL	40.00	Highest	$127,670	$44,746	$172,416
NANCY MCNALL	ATHLETIC DIRECTOR	40.00	Highest	$101,360	$46,150	$147,510
HANYEN ANDREW LEE	DIRECTOR OF INSTRUCTION AND INCLUSION	40.00	Highest	$114,624	$28,242	$142,866
DAVID LUND	FACULTY	40.00	Highest	$102,172	$10,822	$112,994
CLAIR WARD	FORMER HEAD OF SCHOOL	40.00		$417,470	$35,260	$452,730

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	$13,957,188	$14,905,187	$49,942,507	$-947,999
2023	$16,371,515	$16,460,308	$49,417,743	$-88,793
2022	$15,387,287	$15,256,276	$47,855,023	$131,011
2021	$17,689,477	$14,163,668	$51,799,692	$3,525,809
2020	$14,615,311	$14,266,804	$47,193,689	$348,507
2019	$15,394,791	$15,471,153	$46,055,773	$-76,362

SHORE COUNTRY DAY SCHOOL