WATERFORD COUNTRY SCHOOL INC (EIN 060861862) - 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

1969

Legal Domicile

Principal Officer

EMILY THOMSON

Phone

8604429454

Tax Period

2024-07-01 to 2025-06-30

WATERFORD COUNTRY SCHOOL INC, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $12.9M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

WATERFORD COUNTRY SCHOOL IS DEDICATED TO DOING "WHATEVER IT TAKES" TO ENRICH THE LIVES OF CHILDREN AND STRENGTHEN FAMILIES THROUGH SPECIALIZED PROGRAMS, RESOURCES, AND COMMUNITY SERVICES. WATERFORD COUNTRY SCHOOL HOLDS AS ITS CORE VALUE INTERPERSONAL RELATIONSHIPS BASED UPON RESPECT, COMPASSION AND HOPE.

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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 $206,293

Program Service Revenue $12,332,066

Investment Income $293,345

Other Revenue $52,458

TOTAL REVENUE $12,884,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,943,327

Fundraising Expenses $100,962

Program Expenses $11,011,808

Other Expenses $2,999,233

TOTAL EXPENSES $12,942,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,884,162	$15,460,815	-0.2%
Expenses	$12,942,560	$12,343,135	+0.0%
Net Income	$-58,398	$3,117,680	-1.0%

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

169

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

$389,116

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS LACEY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$129,094	$22,320	$151,414
EMILY THOMSON	CHIEF OPERATING OFFICER	40.00	Officer	$97,007	$21,761	$118,768
STACY LOWRY	CHIEF FINANCIAL OFFICER	40.00	Officer	$105,547	$13,387	$118,934
SHARON BUTCHER	DIRECTOR OF EDUCATION	40.00	Highest	$104,511	$19,546	$124,057
RAY CURRIER	CHAIRMAN BOARD OF TRUSTEES	4.00	Officer Director	$0	$0	$0
KATHLEEN F JACQUES	VICE CHAIRMAN/TRUSTEE	4.00	Officer Director	$0	$0	$0
KENNETH P LEVY	TREASURER/TRUSTEE	4.00	Officer Director	$0	$0	$0
EMILY C SCHACHT	SECRETARY/TRUSTEE	1.00	Officer Director	$0	$0	$0
ROBERT P ANDERSON JR	TRUSTEE	1.00	Director	$0	$0	$0
BETH M CAMASSAR	TRUSTEE	2.00	Director	$0	$0	$0
KIM CARON	TRUSTEE	3.00	Director	$0	$0	$0
MARJORIE DEDRICK	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT GLADSTONE	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN A GULA	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE J HAMMOND	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS MAYNARD	TRUSTEE	1.00	Director	$0	$0	$0
LAURA MCBRIDE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES M MINER III	TRUSTEE	2.00	Director	$0	$0	$0
CARMEN SANDS MSW	TRUSTEE	1.00	Director	$0	$0	$0
LORRI SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SCHACHT	TRUSTEE	1.00	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	$12,884,162	$12,942,560	$15,570,556	$-58,398
2024	$15,460,815	$12,343,135	$15,357,025	$3,117,680
2023	$13,934,987	$12,658,535	$12,240,423	$1,276,452
2022	$15,151,088	$14,465,090	$11,289,110	$685,998
2021	$15,473,555	$14,831,598	$11,277,601	$641,957
2020	$15,785,897	$15,349,746	$10,961,510	$436,151
2019	$15,552,194	$15,545,694	$9,941,260	$6,500

WATERFORD COUNTRY SCHOOL INC