FAIRFIELD COUNTRY DAY SCHOOL CORPORATION (EIN 060662125) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1936

Legal Domicile

Principal Officer

MARGOT PEARCE

Phone

2032592723

Tax Period

2023-07-01 to 2024-06-30

FAIRFIELD COUNTRY DAY SCHOOL CORPORATION, founded in 1936, is a mid-sized nonprofit in the Education sector that reported $11.2M in total revenue in fiscal year 2023. Expenses of $12.9M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE EDUCATION TO BOYS IN SOUTHWESTERN CONNECTICUT IN GRADES K-9.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $821,309

Program Service Revenue $9,907,178

Investment Income $428,972

Other Revenue $57,797

TOTAL REVENUE $11,215,256

Expense Breakdown

Grants Paid $1,420,084

Salaries & Benefits $7,007,800

Fundraising Expenses $793,467

Program Expenses $10,060,167

Other Expenses $4,451,287

TOTAL EXPENSES $12,879,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,215,256	$10,653,423	+0.1%
Expenses	$12,879,171	$12,795,369	+0.0%
Net Income	$-1,663,915	$-2,141,946	-0.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

127

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

$607,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT RUSSO	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANNIE ZIMMERLI HASKEL	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
SHEILA CLANCY	SECRETARY	4.00	Officer Director	$0	$0	$0
LUKE ADOVASIO	TREASURER	4.00	Officer Director	$0	$0	$0
PEGGY STEPHAN	ASSISTANT TREASURER	4.00	Officer Director	$0	$0	$0
JACQUELYN ARONS	TRUSTEE	1.00	Director	$0	$0	$0
VIRGINIA CARGILL	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS DICCONSON	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN FOLEY	TRUSTEE	1.00	Director	$0	$0	$0
TRISTAN G FIELDS	TRUSTEE	1.00	Director	$0	$0	$0
DAN GOMEZ	TRUSTEE	1.00	Director	$0	$0	$0
KELLY JACOBSON	TRUSTEE	1.00	Director	$0	$0	$0
MIA JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
SARAH KONECKE	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN LAWLOR	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA LUGAR	TRUSTEE	1.00	Director	$0	$0	$0
JOE RYAN	TRUSTEE	1.00	Director	$0	$0	$0
ROB SCINTO	TRUSTEE	1.00	Director	$0	$0	$0
BOJANA JANKOVIC WEATHERLY	TRUSTEE, THRU SEPT 2023	1.00	Director	$0	$0	$0
JEFF WHITAKER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD VOSE	TRUSTEE	1.00	Director	$0	$0	$0
COURTNEY WHITE	TRUSTEE	1.00	Director	$0	$0	$0
MARGOT PEARCE	HEAD OF SCHOOL	40.00	Officer	$242,273	$53,599	$295,872
MAUREEN BARTOLOMEO	ASSOCIATE HEAD OF SCHOOL	40.00	Officer	$197,765	$114,159	$311,924
CAROLINE SAVAGE	DIRECTOR OF ADMISSIONS	40.00	Highest	$137,213	$5,322	$142,535
PAUL MOUNTCASTLE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$154,654	$86,212	$240,866
BRAD FALLON	DIRECTOR OF ATHLETICS	40.00	Highest	$117,862	$25,806	$143,668
JOSEPH ISOLA	UPPER SCHOOL MATH COORDINATOR	40.00	Highest	$126,755	$13,823	$140,578
CHRIS LITTRELL	DIRECTOR OF OPERATIONS	40.00	Highest	$111,462	$11,805	$123,267

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	$11,215,256	$12,879,171	$20,686,954	$-1,663,915
2023	$10,653,423	$12,795,369	$21,094,511	$-2,141,946
2022	$12,828,375	$12,200,834	$23,268,154	$627,541
2021	$11,358,159	$11,579,122	$24,777,493	$-220,963
2020	$10,530,662	$10,772,687	$24,475,653	$-242,025
2019	$10,890,766	$11,403,859	$23,444,430	$-513,093
2018	$10,959,818	$11,492,040	$23,749,039	$-532,222

FAIRFIELD COUNTRY DAY SCHOOL CORPORATION