THE CHESTNUT HILL 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

1919

Legal Domicile

Principal Officer

RODERICK MACNEAL JR ED

Phone

6175664394

Tax Period

2024-07-01 to 2025-06-30

THE CHESTNUT HILL SCHOOL, founded in 1919, is a mid-sized nonprofit in the Education sector that reported $13.1M in total revenue in fiscal year 2024.

Mission

AT THE CHESTNUT HILL SCHOOL, OUR MISSION TO EDUCATE CHILDREN IS DEEPLY ROOTED IN A COMMITMENT TO ACADEMIC EXCELLENCE, DIVERSITY, AND COMMUNITY. WE ENGAGE, CHALLENGE AND SUPPORT CHILDREN AS THEY DEVELOP THE SKILLS AND CONFIDENCE TO ACHIEVE EDUCATIONAL SUCCESS. WE NURTURE THE WHOLE CHILD THROUGH A THOUGHTFUL, BALANCED CURRICULUM. WE INTENTIONALLY BUILD A DIVERSE SCHOOL COMMUNITY, AND WE VALUE, RESPECT, AND EDUCATE OURSELVES ABOUT ITS COMPLEXITIES AND GIFTS. WE FOSTER THE GROWTH OF OUR STUDENTS SO THEY WILL BECOME RESPONSIBLE, CONTRIBUTING MEMBERS OF THE WORLD WHO STAND UP FOR THEIR BELIEFS, EXPRESS THEIR THOUGHTS, AND CARE ABOUT THE RIGHTS AND FEELINGS OF OTHERS.

Program Service Accomplishments

Program 1

Expenses: $7,822,461 Revenue: $9,236,317

THE CHESTNUT HILL SCHOOL IS A COEDUCATIONAL DAY SCHOOL FOR CHILDREN FROM BEGINNERS THROUGH SIXTH GRADE THAT FOSTERS AN INCLUSIVE COMMUNITY OF JOYFUL LEARNERS WHO THINK CRITICALLY, EMBRACE DIVERSITY, AND ACT WITH EMPATHY. THE CHESTNUT HILL SCHOOL IS GROUNDED BY THE VALUES AND GUIDING PRINCIPLES OF BELONGING, PURSUIT OF KNOWLEDGE, PERSEVERANCE, AND KINDNESS. OF 221 STUDENTS, 51% IDENTIFY AS STUDENTS OF COLOR, AND 28% RECEIVE FINANCIAL ASSISTANCE. TEACHING FACULTY: 42 TOTAL; 62% HAVE ADVANCED DEGREES. 100% OF GRADUATING SIXTH GRADERS WERE OFFERED ADMISSION TO ONE OF THEIR TOP CHOICE SCHOOLS. THE GENEROUS SUPPORT OF OUR DONORS AND VOLUNTEERS ALLOWS THE CHESTNUT HILL SCHOOL TO ACCOMPLISH MANY OF THE THINGS THAT SET IT APART FROM OTHER INDEPENDENT ELEMENTARY SCHOOLS. WE ARE ABLE TO RETAIN THE MOST QUALIFIED AND CARING FACULTY, PROVIDE A WIDE RANGE OF SPECIAL SUBJECTS AS PART OF OUR CURRICULUM, MAINTAIN BEAUTIFUL BUILDINGS AND GROUNDS, AND PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE STUDENTS.

Program 2

Expenses: $1,032,973 Revenue: $1,810,391

EACH SUMMER, CHESTNUT HILL SCHOOL HOLDS A SUMMER CAMP FOR CHILDREN FROM AGE 4 THROUGH HIGH SCHOOL, WHICH PROVIDES MEMBERS OF THE SCHOOL AND LOCAL COMMUNITY WITH A HIGH-QUALITY, AFFORDABLE OPTION FOR...

Program 3

Expenses: $459,485 Revenue: $786,579

THE CHESTNUT HILL SCHOOL OFFERS A VARIETY OF BEFORE AND AFTER-SCHOOL PROGRAMS TO ALL STUDENTS, INCLUDING AN EARLY ARRIVAL PROGRAM, EXTENDED DAY, AFTER-SCHOOL ENRICHMENT CLASSES, PRIVATE MUSIC...

THE CHESTNUT HILL SCHOOL OFFERS A VARIETY OF BEFORE AND AFTER-SCHOOL PROGRAMS TO ALL STUDENTS, INCLUDING AN EARLY ARRIVAL PROGRAM, EXTENDED DAY, AFTER-SCHOOL ENRICHMENT CLASSES, PRIVATE MUSIC LESSONS, AND VACATION CAMP.

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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 $629,066

Program Service Revenue $11,816,532

Investment Income $617,647

Other Revenue $8,764

TOTAL REVENUE $13,072,009

Expense Breakdown

Grants Paid $1,888,081

Salaries & Benefits $7,920,374

Fundraising Expenses $234,613

Program Expenses $9,314,919

Other Expenses $3,075,040

TOTAL EXPENSES $12,883,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,072,009	$13,703,701	0.0%
Expenses	$12,883,495	$13,241,161	0.0%
Net Income	$188,514	$462,540	-0.6%

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

210

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

$549,869

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN KRAUS	CO-CHAIR - OUTGOING MAY 2025	4.00	Officer Director	$0	$0	$0
MATHILDA MCGEE-TUBBS	CO-CHAIR EFF. APRIL 2025	4.00	Officer Director	$0	$0	$0
ANGELA SMITH	CO-CHAIR	4.00	Officer Director	$0	$0	$0
MARCUS YOUNG	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
SRI RAO	SECRETARY EFF. APRIL 2025	2.00	Officer Director	$0	$0	$0
RICK WETMORE	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE BEDARD	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN BESHEARS	TRUSTEE	1.00	Director	$0	$0	$0
NAISHA BRADLEY	TRUSTEE	1.00	Director	$0	$0	$0
DONALD FELIX	TRUSTEE	1.00	Director	$0	$0	$0
DAN FOSTER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS FOX	TRUSTEE	1.00	Director	$0	$0	$0
SARAH GREENHILL	TRUSTEE - OUTGOING MAY 2025	1.00	Director	$0	$0	$0
HILLARY GROVE	TRUSTEE - OUTGOING MAY 2025	1.00	Director	$0	$0	$0
REBECCA HAYES	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS KOLOVOS	TRUSTEE	1.00	Director	$0	$0	$0
MATT LESNIAK	TRUSTEE	1.00	Director	$0	$0	$0
SHRADHA PATEL	TRUSTEE	1.00	Director	$0	$0	$0
VARSHA TANGUTURI	TRUSTEE	1.00	Director	$0	$0	$0
NEIL VANCHHANI	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY VALENTE	TRUSTEE	1.00	Director	$0	$0	$0
RODERICK MACNEAL JR	HEAD OF SCHOOL	40.00	Officer	$289,964	$61,060	$351,024
LISA HALM	CHIEF FINANCIAL & OPERATING OFFICER	40.00	Officer	$149,073	$49,772	$198,845
TARA HATHAWAY	DIRECTOR OF OPERATIONS	40.00	Highest	$131,494	$9,358	$140,852
VIRGINIA SIU	DEAN OF FACULTY	40.00	Highest	$122,679	$24,280	$146,959
MARCUS NICKERSON	CAMP DIRECTOR/ATHLETIC DIRECTOR	40.00	Highest	$116,892	$22,955	$139,847
KERRYN HINDS	DIR. OF DIVERSITY, EQUITY, INCLUSION	40.00	Highest	$104,320	$48,472	$152,792
ANI ROONEY	CONTROLLER	40.00	Highest	$105,642	$23,172	$128,814

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	$13,072,009	$12,883,495	$29,262,012	$188,514
2024	$13,703,701	$13,241,161	$28,262,909	$462,540
2023	$12,629,462	$12,018,752	$33,863,773	$610,710
2022	$15,409,802	$11,880,668	$33,385,087	$3,529,134
2021	$9,572,720	$9,776,583	$32,049,027	$-203,863
2020	$10,818,461	$10,790,999	$21,649,882	$27,462
2019	$11,078,686	$11,625,781	$21,660,820	$-547,095
2018	$10,630,254	$11,421,266	$21,773,835	$-791,012