THE BIRCH WATHEN LENOX SCHOOL (EIN 133603578) - 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

1991

Legal Domicile

Principal Officer

WILLIAM KUHN

Phone

2128610404

Tax Period

2024-07-01 to 2025-06-30

THE BIRCH WATHEN LENOX SCHOOL, founded in 1991, is a mid-sized nonprofit in the Education sector that reported $25.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

EDUCATIONAL PROGRAMS FOR CHILDREN FROM KINDERGARTEN THROUGH 12TH GRADE.

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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 $2,055,406

Program Service Revenue $22,949,784

Investment Income $123,477

Other Revenue $-38,288

TOTAL REVENUE $25,090,379

Expense Breakdown

Grants Paid $7,398,767

Salaries & Benefits $12,807,933

Fundraising Expenses $510,138

Program Expenses $22,712,761

Other Expenses $6,003,712

TOTAL EXPENSES $26,210,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,090,379	$21,573,708	+0.2%
Expenses	$26,210,412	$24,471,871	+0.1%
Net Income	$-1,120,033	$-2,898,163	-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

146

Volunteers

N/A

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

$596,622

Total Directors

Key Employees

$423,825

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP SASSOWER	CHAIR	6.00	Officer Director	$0	$0	$0
STEPHANIE KOSSAR-STUART	TREASURER	6.00	Officer Director	$0	$0	$0
LINDA WEINMAN	SECRETARY	6.00	Officer Director	$0	$0	$0
ELAINE ALFOND	PA PRESIDENT EX-OFFICIO	6.00	Director	$0	$0	$0
DENEIDA DE LOS SANTOS	BOARD MEMBER	6.00	Director	$0	$0	$0
MICHAEL GOLLUB	BOARD MEMBER	6.00	Director	$0	$0	$0
CINDY GREBOW	BOARD MEMBER	6.00	Director	$0	$0	$0
LISA HOFFER	BOARD MEMBER	6.00	Director	$0	$0	$0
STEVEN HOROWITZ	BOARD MEMBER	6.00	Director	$0	$0	$0
STEVE MADDEN	BOARD MEMBER	6.00	Director	$0	$0	$0
LYNELLE MAGINLEY-LIDDIE	BOARD MEMBER	6.00	Director	$0	$0	$0
CHARLES MILLER	BOARD MEMBER	6.00	Director	$0	$0	$0
DIANE MCKOY	BOARD MEMBER (UNTIL 05/25)	6.00	Director	$0	$0	$0
ALEXANDRA STANTON	BOARD MEMBER	6.00	Director	$0	$0	$0
VAL KITAY	BOARD MEMBER (AS OF 06/25)	6.00	Director	$0	$0	$0
WILLIAM KUHN	HEAD OF SCHOOL	40.00	Officer	$345,284	$18,250	$363,534
LAURIE MURBERG	CHIEF FINANCIAL OFFICER	40.00	Officer	$208,053	$25,035	$233,088
RICHARD J PAN	DIRECTOR OF TECHNOLOGY	40.00	Key Emp	$186,501	$41,990	$228,491
LORI A KENNEDY	ASSISTANT HEAD OF SCHOOL	40.00	Key Emp	$182,057	$13,277	$195,334
PENNY ARNOLD	DIRECTOR OF INSTITUTIONAL ADVANCEMENT	40.00	Highest	$187,825	$19,687	$207,512
PATTI COHEN	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$150,251	$7,839	$158,090
BENJAMIN DINARDO	CO-DIRECTOR OF UPPER SCHOOL	40.00	Highest	$158,216	$23,161	$181,377
GEOFFREY T FISHER	DIRECTOR OF WELLNESS	40.00	Highest	$139,201	$12,050	$151,251
ANDREW WELLER	DEAN OF ADMISSIONS AND ENROLLMENT	40.00	Highest	$147,710	$13,059	$160,769

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	$25,090,379	$26,210,412	$15,542,838	$-1,120,033
2024	$21,573,708	$24,471,871	$15,069,655	$-2,898,163
2023	$22,701,975	$24,587,678	$17,149,633	$-1,885,703
2022	$26,747,840	$30,800,620	$13,392,479	$-4,052,780
2022	$26,747,840	$30,800,620	$13,392,479	$-4,052,780
2021	$28,023,586	$31,618,966	$19,822,836	$-3,595,380
2021	$28,023,586	$31,618,966	$19,822,836	$-3,595,380
2020	$28,306,667	$30,249,519	$22,888,538	$-1,942,852
2019	$30,398,727	$31,488,683	$23,698,118	$-1,089,956
2018	$30,849,850	$31,066,826	$31,903,873	$-216,976

THE BIRCH WATHEN LENOX SCHOOL