BELMONT DAY SCHOOL INC (EIN 042108347) - 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

1927

Legal Domicile

Principal Officer

BRENDAN LARGAY

Phone

6174843078

Tax Period

2023-07-01 to 2024-06-30

BELMONT DAY SCHOOL INC, founded in 1927, is a mid-sized nonprofit in the Education sector that reported $19.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

INSPIRE AND CHALLENGE. AT BELMONT DAY SCHOOL, WE FOSTER INTELLECTUAL CURIOSITY, HONOR DIFFERENCES, AND EMPOWER MEANINGFUL CONTRIBUTION WITH EXCELLENCE, RESPECT, HONESTY, RESPONSIBILITY, CARING, AND JOY.

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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 $956,280

Program Service Revenue $17,990,750

Investment Income $793,966

Other Revenue $124,247

TOTAL REVENUE $19,865,243

Expense Breakdown

Grants Paid $2,696,438

Salaries & Benefits $11,721,430

Fundraising Expenses $763,010

Program Expenses $15,874,014

Other Expenses $4,992,211

TOTAL EXPENSES $19,492,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,865,243	$17,961,817	+0.1%
Expenses	$19,492,373	$18,131,431	+0.1%
Net Income	$372,870	$-169,614	-3.2%

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

312

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

$518,761

Total Directors

$412,224

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDAN LARGAY	HEAD OF SCHOOL	40.00	Officer Director	$393,596	$18,628	$412,224
ELLIOT TARGUM	PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
JESSICA TURCO	VICE PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
MATTHEW KISHLANSKY	TREASURER/TRUSTEE	1.00	Officer Director	$0	$0	$0
ELISE BAYARD FRANKLIN	CLERK/TRUSTEE	1.00	Officer Director	$0	$0	$0
CAROLYN ATINIZIAN	TRUSTEE	1.00	Director	$0	$0	$0
KARLA BAYS	TRUSTEE	1.00	Director	$0	$0	$0
SAMUEL BIGELOW	TRUSTEE	1.00	Director	$0	$0	$0
ADAM COLANGELO	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINA COSMAN	TRUSTEE	1.00	Director	$0	$0	$0
BRIT DEWEY	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE DUFAUCHARD	TRUSTEE	1.00	Director	$0	$0	$0
KATIE LEESON	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH MCKEEVER	TRUSTEE	1.00	Director	$0	$0	$0
ALEX MIN	TRUSTEE	1.00	Director	$0	$0	$0
SHARRA OWENS-SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
STUTI SHUKLA	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL TREISMAN	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY TRUONG	TRUSTEE	1.00	Director	$0	$0	$0
MUSTAFA ULUKAN	TRUSTEE	1.00	Director	$0	$0	$0
NATASHA WARIKOO	TRUSTEE	1.00	Director	$0	$0	$0
ANGEL WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GORDON	CFO (UNTIL 3/24)	40.00	Officer	$89,945	$16,592	$106,537
JESSICA HALTON	DIRECTOR OF DEVELOPMENT (UNTIL 4/24)	40.00	Highest	$190,654	$10,093	$200,747
ELIZABETH PARFIT	DIRECTOR OF ADMISSIONS	40.00	Highest	$141,990	$30,880	$172,870
ANNIE FUERST	DIRECTOR OF INNOVATION	40.00	Highest	$139,160	$8,449	$147,609
SARAH BARROW	BUSINESS MANAGER	40.00	Highest	$130,647	$8,716	$139,363
CONNIE YEPEZ	DIR. OF DIVERSITY, EQUITY, INCLUSION & BELONGI	40.00	Highest	$128,298	$17,669	$145,967
FREDERICK COLSON III	FORMER DIRECTOR OF FINANCE	40.00		$119,041	$14,090	$133,131
DEBORAH BRISSENDEN	FORMER ASST. HEAD OF SCHOOL	0.00		$103,240	$0	$103,240

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	$19,865,243	$19,492,373	$57,227,274	$372,870
2023	$17,961,817	$18,131,431	$55,318,139	$-169,614
2022	$17,214,948	$16,639,157	$53,871,739	$575,791
2021	$15,099,319	$15,962,996	$53,894,213	$-863,677
2020	$15,709,701	$14,885,841	$46,733,277	$823,860
2019	$13,582,439	$13,815,235	$48,029,365	$-232,796

BELMONT DAY SCHOOL INC