THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK (EIN 131837409) - 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

1913

Legal Domicile

Principal Officer

GREG O'MELIA

Phone

2125358787

Tax Period

2024-07-01 to 2025-06-30

THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK, founded in 1913, is a mid-sized nonprofit in the Education sector that reported $33.0M in total revenue in fiscal year 2024. Expenses of $29.0M left a modest 12% surplus.

Mission

IT IS A CONDITION OF THE HEAD OF SCHOOL'S EMPLOYMENT TO RESIDE IN AN APARTMENT OWNED BY THE SCHOOL OR IN ANY SUCH APARTMENT IN CLOSE PROXIMITY TO THE SCHOOL IN ORDER FOR HIM TO FULFILL HIS RESPONSIBILITIES AS HEAD OF SCHOOL AND TO BE AVAILABLE TO ALL CONSTITUENCIES OF THE SCHOOL ON A TIMELY BASIS WHENEVER REQUIRED.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $4,994,434

Program Service Revenue $23,755,776

Investment Income $4,324,271

Other Revenue $-82,330

TOTAL REVENUE $32,992,151

Expense Breakdown

Grants Paid $1,748,300

Salaries & Benefits $18,105,547

Fundraising Expenses $1,444,303

Program Expenses $21,336,720

Other Expenses $9,162,369

TOTAL EXPENSES $29,016,216

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,992,151	$30,857,130	+0.1%
Expenses	$29,016,216	$27,813,399	+0.0%
Net Income	$3,975,935	$3,043,731	+0.3%

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

130

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

$1,425,528

Total Directors

Key Employees

$1,170,206

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS W ACQUAVELLA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GREGORY FOWLKES	PRESIDENT	4.00	Officer Director	$0	$0	$0
GREGORY PALM	SECRETARY	2.00	Officer Director	$0	$0	$0
DOUGLAS SNYDER	TREASURER	2.00	Officer Director	$0	$0	$0
JUSTIN D ABELOW	TRUSTEE THROUGH 11/2024	1.00	Director	$0	$0	$0
KRISTIN FISHER ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
JEANINE BORTHWICK	TRUSTEE	1.00	Director	$0	$0	$0
LEA CARPENTER	TRUSTEE	1.00	Director	$0	$0	$0
LOUISE CARROLL	TRUSTEE	1.00	Director	$0	$0	$0
BRYAN CHO	TRUSTEE	1.00	Director	$0	$0	$0
ERNESTO CRUZ	TRUSTEE	1.00	Director	$0	$0	$0
ANSON FRELINGHUYSEN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
BHAVNA KATKAR	TRUSTEE	1.00	Director	$0	$0	$0
GERRITY LANSING	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA LAWSON	TRUSTEE THROUGH 11/2024	1.00	Director	$0	$0	$0
ANDREAS LAZAR	TRUSTEE	1.00	Director	$0	$0	$0
PETER LEHRMAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT LEVY	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM VN PHILIP	TRUSTEE	1.00	Director	$0	$0	$0
CARLOS RODRIGUEZ-PASTOR	TRUSTEE	1.00	Director	$0	$0	$0
ADAM ROSENBLUTH	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA WALDRON	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD WAYNER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL WEISSMAN	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY O'MELIA	HEAD OF SCHOOL	40.00	Officer	$791,393	$241,594	$1,032,987
COREY DURNEY	CHIEF FINANCIAL OFFICER	40.00	Officer	$337,725	$54,816	$392,541
JULIE KING	ASSISTANT HEAD OF SCHOOL	40.00	Key Emp	$274,775	$48,382	$323,157
TARA JOHNSON	DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$264,405	$33,071	$297,476
FAITH HUNTER	DIRECTOR OF LOWER SCHOOL	40.00	Key Emp	$228,426	$67,942	$296,368
PETE SIMPSON	DIRECTOR OF UPPER SCHOOL	40.00	Key Emp	$221,025	$32,180	$253,205
DOROTHY MCCARTNEY	DIR OF STUDENT SUPPORT	40.00	Highest	$215,175	$52,611	$267,786
CARMINE GIOVINO	DIRECTOR OF ATHLETICS	40.00	Highest	$209,042	$21,605	$230,647
CAROLINE BERRY	TEACHER	40.00	Highest	$207,916	$52,450	$260,366
DANIELLE OSTER	SCHOOL PSYCHOLOGIST	40.00	Highest	$190,025	$39,649	$229,674
DIANNE STEWART-GARRETT	TEACHER	40.00	Highest	$188,591	$21,424	$210,015

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	$32,992,151	$29,016,216	$137,481,776	$3,975,935
2024	$30,857,130	$27,813,399	$123,881,355	$3,043,731
2023	$25,555,532	$26,479,345	$116,052,233	$-923,813
2022	$29,823,497	$27,378,439	$114,101,243	$2,445,058
2021	$33,895,115	$28,025,615	$138,732,019	$5,869,500
2020	$23,866,203	$28,253,713	$113,493,500	$-4,387,510
2019	$26,343,083	$33,892,973	$120,509,918	$-7,549,890
2018	$25,181,479	$32,899,712	$127,671,187	$-7,718,233

THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK