CHAPPAQUA SCHOOL FOUNDATION INC (EIN 133736331) - 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

1993

Legal Domicile

Principal Officer

JILLIAN BYNUM

Phone

9142003676

Tax Period

2024-07-01 to 2025-06-30

CHAPPAQUA SCHOOL FOUNDATION INC, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $244K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $214K left a modest 12% surplus.

Mission

THE MISSION OF THE CHAPPAQUA SCHOOL FOUNDATION IS ENHANCING THE EDUCATION OF CHAPPAQUA STUDENTS BY FOSTERING INNOVATION AND FUNDING MEANINGFUL INITIATIVES BEYOND THE SCOPE OF THE SCHOOL BUDGET.

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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 $155,698

Program Service Revenue $0

Investment Income $35,023

Other Revenue $53,417

TOTAL REVENUE $244,138

Expense Breakdown

Grants Paid $154,286

Salaries & Benefits $0

Fundraising Expenses $4,656

Program Expenses $154,286

Other Expenses $60,021

TOTAL EXPENSES $214,307

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,138	$280,526	-0.1%
Expenses	$214,307	$300,743	-0.3%
Net Income	$29,831	$-20,217	-2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILLIAN BYNUM	PRESIDENT	12.00	Officer Director	$0	$0	$0
MICHELLE DINENBERG	EXECUTIVE VP	12.00	Officer Director	$0	$0	$0
KOMAL BHASIN-MALIK	CO-VP GRANTS	10.00	Officer Director	$0	$0	$0
TODD HERRELL	VP GRANTS	10.00	Officer Director	$0	$0	$0
LOIS O'NEILL	VP, FUNDRAIS	8.00	Officer Director	$0	$0	$0
SHERI HAMETZ	VP TREASURY	6.00	Officer Director	$0	$0	$0
RACHEL DOOLEY	VP MARKETING	5.00	Officer Director	$0	$0	$0
JOANNA COOGAN	VP NOMINATIN	4.00	Officer Director	$0	$0	$0
CINDY FORREST	RECORDING SE	3.00	Officer Director	$0	$0	$0
JESSICA PESKIN	CORRESPONDIN	3.00	Officer Director	$0	$0	$0
MEG BOOTH	DIRECTOR	3.00	Director	$0	$0	$0
BRAD COHEN	DIRECTOR	4.00	Director	$0	$0	$0
YONATAN FELDMAN	DIRECTOR	4.00	Director	$0	$0	$0
HALEY FISHER	DIRECTOR	3.00	Director	$0	$0	$0
AMANDA GARFINKLE	DIRECTOR	3.00	Director	$0	$0	$0
JAMES HORST	DIRECTOR	3.00	Director	$0	$0	$0
TIFFANY PRASAD	DIRECTOR	6.00	Director	$0	$0	$0
CHRISTINA ROONEY	DIRECTOR	3.00	Director	$0	$0	$0
LEORA ROSENBERG	DIRECTOR	3.00	Director	$0	$0	$0
LOIS SALDANA	DIRECTOR	4.00	Director	$0	$0	$0
GABRIELA SANCHEZ	DIRECTOR	5.00	Director	$0	$0	$0
CLARA SHARP	DIRECTOR	4.00	Director	$0	$0	$0
ERIN SPIRA	DIRECTOR	5.00	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	$244,138	$214,307	$837,976	$29,831
2024	$280,526	$300,743	$1,019,951	$-20,217
2023	$273,699	$280,650	$1,007,751	$-6,951
2022	$265,179	$138,003	$892,983	$127,176
2021	$240,858	$381,292	$1,006,014	$-140,434
2020	$222,760	$176,131	$961,633	$46,629
2019	$385,384	$450,023	$845,167	$-64,639

CHAPPAQUA SCHOOL FOUNDATION INC