THE BRONXVILLE SCHOOL FOUNDATION INC (EIN 133637383) - 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

HELENA MCSHERRY

Phone

9143950515

Tax Period

2024-07-01 to 2025-06-30

THE BRONXVILLE SCHOOL FOUNDATION INC, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 69% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO BENEFIT AND ENHANCE THE EXCELLENCE OF THE BRONXVILLE PUBLIC SCHOOL BY PROVIDING FOR THE FINANCIAL SUPPORT OF WORTHY PROJECTS, PROGRAMS, AND OTHER SPECIAL NEEDS OF THE SCHOOL AND ITS STUDENTS.

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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 $1,382,206

Program Service Revenue $0

Investment Income $185,183

Other Revenue $66,738

TOTAL REVENUE $1,634,127

Expense Breakdown

Grants Paid $355,022

Salaries & Benefits $113,340

Fundraising Expenses $14,976

Program Expenses $355,022

Other Expenses $34,109

TOTAL EXPENSES $502,471

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,634,127	$714,810	+1.3%
Expenses	$502,471	$783,279	-0.4%
Net Income	$1,131,656	$-68,469	-17.5%

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

N/A

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

$67,786

Total Directors

$67,786

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELENA MCSHERRY	EXECUTIVE DI	35.00	Officer Director	$67,786	$0	$67,786
WENDY FAHY	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
ANTHONY CIVALE	VP - DEVELOP	0.50	Officer Director	$0	$0	$0
ANABELLA DAVIS	VP - GRANTS	0.50	Officer Director	$0	$0	$0
CATHERINE O'CONNOR WILLIAMS	VP - ALUMNI	0.50	Officer Director	$0	$0	$0
PHILIPPA FREEMAN	VP-PUBLIC RE	0.50	Officer Director	$0	$0	$0
MIKE DIMITRI	VP - NOMINAT	0.50	Officer Director	$0	$0	$0
DEIRDE DOHENY	VP - SOCIAL	0.50	Officer Director	$0	$0	$0
AMY KRAUSE	VP - SOCIAL	0.50	Officer Director	$0	$0	$0
DAVID LEWIS	VP - LEGAL A	0.50	Officer Director	$0	$0	$0
AMY ATKESON	SECRETARY	0.50	Officer Director	$0	$0	$0
HEATHER MINER	TREASURER	0.50	Officer Director	$0	$0	$0
JONATHAN BARNES	DIRECTOR	0.50	Director	$0	$0	$0
ALEX BICI	DIRECTOR	0.50	Director	$0	$0	$0
SATPAL BRAINCH	DIRECTOR	0.50	Director	$0	$0	$0
JOE BURKE	DIRECTOR	0.50	Director	$0	$0	$0
MARY GAY	DIRECTOR	0.50	Director	$0	$0	$0
MIKE HERATY	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER HORVERS	DIRECTOR	0.50	Director	$0	$0	$0
DEANNA KUHN	DIRECTOR	0.50	Director	$0	$0	$0
EMILY LIGGITT	DIRECTOR	0.50	Director	$0	$0	$0
CARRIE LONG	DIRECTOR	0.50	Director	$0	$0	$0
JACK MEYERCORD	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER NAY	DIRECTOR	0.50	Director	$0	$0	$0
SAM PATTERSON	DIRECTOR	0.50	Director	$0	$0	$0
MARY PREUSSE	DIRECTOR	0.50	Director	$0	$0	$0
KATIE SHAH	DIRECTOR	0.50	Director	$0	$0	$0
DR RACHEL KELLY	SUPERINTENDE	0.50	Director	$0	$0	$0
EDDIE LENNON	SCHOOL BOARD	0.50	Director	$0	$0	$0
SUSAN FRESHE	PTA REPRESEN	0.50	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	$1,634,127	$502,471	$5,749,069	$1,131,656
2024	$714,810	$783,279	$4,353,362	$-68,469
2023	$725,683	$644,188	$4,178,127	$81,495
2022	$543,109	$559,618	$4,004,472	$-16,509
2021	$536,139	$663,664	$4,224,191	$-127,525
2020	$553,539	$254,013	$4,621,914	$299,526
2019	$668,763	$373,486	$4,437,995	$295,277
2018	$629,112	$662,954	$4,362,698	$-33,842

THE BRONXVILLE SCHOOL FOUNDATION INC