BUCKLEY COUNTRY DAY 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

1923

Legal Domicile

Principal Officer

JEAN-MARC JUHEL

Phone

5166271910

Tax Period

2024-07-01 to 2025-06-30

BUCKLEY COUNTRY DAY SCHOOL, founded in 1923, is a mid-sized nonprofit in the Education sector that reported $17.5M in total revenue in fiscal year 2024.

Mission

THE SCHOOL'S MISSION IS GROUNDED IN THE BELIEF EXPRESSED BY B. LORD BUCKLEY THAT OPENING THE EYES AND AWAKENING THE MIND IS THE ESSENCE OF EDUCATION. GUIDED BY THAT MISSION FOR ALMOST A CENTURY, BUCKLEY HAS PURPOSELY FOCUSED ON DEVELOPING A RIGOROUS CURRICULUM AND TEACHING SKILLS REQUIRED FOR THE STUDENTS' FUTURE, WHILE REMAINING COMMITTED TO A LIBERAL ARTS EDUCATION DEDICATED TO NURTURING THE WHOLE CHILD AND FOSTERING JOY IN LIFELONG LEARNING.

Program Service Accomplishments

Program 1

Expenses: $14,109,543 Revenue: $15,908,663

THE SCHOOL IS A CO-EDUCATIONAL INDEPENDENT DAY SCHOOL SERVING 330 CHILDREN IN GRADES PRE NURSERY THROUGH EIGHT. THE SCHOOL IS DESIGNED AS A RIGOROUS LEARNING INSTITUTION TO PREPARE STUDENTS FOR ENTRY INTO SELECTIVE SECONDARY SCHOOLS.UPPER SCHOOL - PROVIDED A FULL ACADEMIC YEAR TO 129 STUDENTS IN GRADES 5-8 INCLUDING 171 CLASS INSTRUCTION DAYS.LOWER SCHOOL - PROVIDED A FULL ACADEMIC YEAR TO 201 STUDENTS IN EARLY CHILDHOOD AND GRADES K-4 INCLUDING 171 CLASS INSTRUCTION DAYS.SUMMER CAMP - PROVIDED A DAY CAMP FOR CHILDREN AGED 2-15 YEARS INCLUDING 39 DAYS OF OPERATION.

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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 $846,949

Program Service Revenue $15,905,778

Investment Income $685,598

Other Revenue $91,338

TOTAL REVENUE $17,529,663

Expense Breakdown

Grants Paid $2,384,031

Salaries & Benefits $10,184,721

Fundraising Expenses $394,379

Program Expenses $14,109,543

Other Expenses $4,818,205

TOTAL EXPENSES $17,386,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,529,663	$17,589,987	0.0%
Expenses	$17,386,957	$16,958,850	+0.0%
Net Income	$142,706	$631,137	-0.8%

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

269

Volunteers

200

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

$942,398

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER LEE	CHAIR	6.00	Officer Director	$0	$0	$0
HEATHER ADLER SCHOEN	VICE CHAIR	6.00	Officer Director	$0	$0	$0
LAURIE ZEPHYRIN-OSAYIMWESE MD	TREASURER	6.00	Officer Director	$0	$0	$0
LASHERELLE MORGAN	SECRETARY	6.00	Officer Director	$0	$0	$0
ALLISON ANGELILLI MD	TRUSTEE	6.00	Director	$0	$0	$0
DANIEL BEYER	TRUSTEE	6.00	Director	$0	$0	$0
JOSEPH CAMERATA	TRUSTEE	6.00	Director	$0	$0	$0
NEIL COHEN	TRUSTEE	6.00	Director	$0	$0	$0
PATRICK DORIME	TRUSTEE	6.00	Director	$0	$0	$0
JASON GIESSEL	TRUSTEE	6.00	Director	$0	$0	$0
JASON HEMBREY	TRUSTEE	6.00	Director	$0	$0	$0
RESHMA MCGOWAN	TRUSTEE	6.00	Director	$0	$0	$0
KIMBERLY MCKINLEY-THOMAS	TRUSTEE	6.00	Director	$0	$0	$0
SHALINI MIMANI	TRUSTEE	6.00	Director	$0	$0	$0
SERGIO RAMIREZ	TRUSTEE	6.00	Director	$0	$0	$0
REBECCA SHEN	TRUSTEE	6.00	Director	$0	$0	$0
MARGARET WALSH	TRUSTEE	6.00	Director	$0	$0	$0
JARED WEITZ	TRUSTEE	6.00	Director	$0	$0	$0
JENNIFER YEE	TRUSTEE	6.00	Director	$0	$0	$0
JEAN-MARC JUHEL	HEAD OF SCHOOL	40.00	Officer	$540,680	$165,584	$706,264
JOSE M ALDEANUEVA	CFO THRU JULY 2024	40.00	Officer	$125,970	$8,568	$134,538
DANIEL P SCHULTZ	CFO AS OF AUG 2024	40.00	Officer	$96,564	$5,032	$101,596
ELIZABETH M LYONS	HEAD OF LOWER SCHOOL	40.00	Highest	$178,881	$13,334	$192,215
COLLEEN AHERN FORTUNA	DIR. OF ADMISSIONS	40.00	Highest	$172,368	$45,722	$218,090
DEAN J SCHLANGER	HEAD OF UPPER SCHOOL	40.00	Highest	$172,436	$14,274	$186,710
ROGER S PERSAUD	UPPER SCHOOL SCIENCE TEACHER	40.00	Highest	$151,293	$32,437	$183,730
PATRICIA A RUSSAC	DIR. OF HAGEDORN LIBRARY	40.00	Highest	$133,826	$47,735	$181,561

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	$17,529,663	$17,386,957	$29,636,581	$142,706
2024	No data	No data	No data	No data
2023	$18,188,977	$16,332,406	$26,444,133	$1,856,571
2022	$15,722,484	$15,294,885	$25,298,235	$427,599
2021	$15,950,562	$14,098,856	$27,188,654	$1,851,706
2020	$15,995,872	$15,829,573	$24,895,655	$166,299
2019	$18,265,631	$16,111,695	$25,337,569	$2,153,936
2018	$15,409,512	$15,058,865	$22,927,931	$350,647