BARD COLLEGE (EIN 141713034) - 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

1860

Legal Domicile

Principal Officer

LEON BOTSTEIN

Phone

8457587511

Tax Period

2024-07-01 to 2025-06-30

BARD COLLEGE, founded in 1860, is a major nonprofit in the Education sector that reported $930.3M in total revenue in fiscal year 2024. Revenue surged 180% from the prior year, signaling strong growth momentum. The organization ran a surplus of $521.9M, a strong 56% operating margin.

Mission

BARD COLLEGE SEEKS TO PROVIDE A CHALLENGING ACADEMIC PROGRAM AND A SUPPORTIVE ENVIRONMENT THAT FOSTERS A COLLABORATIVE INTERCHANGE OF IDEAS IN THE CLASSROOM AS WELL AS AMBITION TO ACHIEVE EXCELLENCE.

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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 $694,042,649

Program Service Revenue $206,980,969

Investment Income $16,846,116

Other Revenue $12,446,268

TOTAL REVENUE $930,316,002

Expense Breakdown

Grants Paid $122,152,075

Salaries & Benefits $160,980,465

Fundraising Expenses $4,917,669

Program Expenses $373,259,022

Other Expenses $125,097,489

TOTAL EXPENSES $408,373,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$930,316,002	$331,888,900	+1.8%
Expenses	$408,373,029	$392,676,470	+0.0%
Net Income	$521,942,973	$-60,787,570	-9.6%

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

5656

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

$1,143,320

Total Directors

$689,293

Key Employees

$1,521,258

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN PERETZ	TRUSTEE	1.00	Director	$0	$0	$0
MARK KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
ASHER EDELMAN	TRUSTEE	1.00	Director	$0	$0	$0
MARCELLE CLEMENTS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES OTTAWAY JR	TRUSTEE	1.00	Director	$0	$0	$0
JAMES C CHAMBERS	CHAIR	1.00	Officer Director	$0	$0	$0
BRANDON WEBER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
EMILY H FISHER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH ELY	SECRETARY	1.00	Officer Director	$0	$0	$0
STANLEY A REICHEL	TREASURER	1.00	Officer Director	$0	$0	$0
LEON BOTSTEIN	PRESIDENT/TRUSTEE	60.00	Officer Director	$565,417	$123,876	$689,293
FIONA ANGELINI	TRUSTEE	1.00	Director	$0	$0	$0
ROLAND J AUGUSTINE	TRUSTEE	1.00	Director	$0	$0	$0
MARK E BROSSMAN	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY MARTEAU EMERSON	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA S GROSSMAN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW S GUNDLACH	TRUSTEE	1.00	Director	$0	$0	$0
MATINA S HORNER	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES S JOHNSON III	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE A KELLNER	TRUSTEE	1.00	Director	$0	$0	$0
FREDRIC S MAXIK	TRUSTEE	1.00	Director	$0	$0	$0
HILARY PENNINGTON	TRUSTEE	1.00	Director	$0	$0	$0
ROGER N SCOTLAND	TRUSTEE	1.00	Director	$0	$0	$0
ANNABELLE SELLDORF	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN SLONE	TRUSTEE	1.00	Director	$0	$0	$0
MOSTAFIZ SHAH MOHAMMED	TRUSTEE	1.00	Director	$0	$0	$0
JO FRANCIS MEYER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES A VON KLEMPERER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN WEBER	TRUSTEE	1.00	Director	$0	$0	$0
JULIET MORRISSON	TRUSTEE	1.00	Director	$0	$0	$0
STEWART RESNICK	TRUSTEE	1.00	Director	$0	$0	$0
DAVID E SCHWAB II	TRUSTEE	1.00	Director	$0	$0	$0
GLENDEAN HAMILTON	TRUSTEE	1.00	Director	$0	$0	$0
RT REV MATTHEW F HEYD	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE BOND HILL	TRUSTEE	1.00	Director	$0	$0	$0
TAUN TOAY	SENIOR VP/CFO	50.00	Officer	$392,595	$61,432	$454,027
JONATHAN BECKER	EXECUTIVE VP	50.00	Key Emp	$391,251	$67,873	$459,124
DEBRA PEMSTEIN	VP DEVELOPMENT	40.00	Key Emp	$276,723	$52,209	$328,932
DEIRDRE D'ALBERTIS	DEAN	40.00	Key Emp	$226,917	$38,840	$265,757
JOHN WEINSTEIN	PROVOST, SIMON'S ROCK	40.00	Key Emp	$213,361	$26,640	$240,001
JANET OZARCHUK	COO, BGC	40.00	Key Emp	$195,700	$31,744	$227,444
GIDEON LESTER	ARTISTIC DIRECTOR AND CEO	40.00	Highest	$275,770	$46,549	$322,319
TOM ECCLES	EXECUTIVE DIRECTOR CCS	40.00	Highest	$467,098	$62,342	$529,440
KAREN ZORN	PRESIDENT, LONGY	40.00	Highest	$335,761	$31,456	$367,217
COLEEN ALEXANDER	VP FOR ADMINISTRATION	40.00	Highest	$191,763	$51,108	$242,871
AARON MATTOCKS	COO, FISHER CENTER	40.00	Highest	$187,750	$29,917	$217,667

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	$930,316,002	$408,373,029	$1,707,357,698	$521,942,973
2024	No data	No data	No data	No data
2023	$303,954,067	$360,079,745	$1,005,181,148	$-56,125,678
2022	$396,743,958	$324,042,564	$962,691,286	$72,701,394
2021	$426,261,880	$289,749,135	$875,739,896	$136,512,745
2020	$371,226,190	$294,003,638	$660,131,701	$77,222,552
2019	$273,048,181	$284,192,786	$571,615,300	$-11,144,605
2018	$269,521,387	$276,830,736	$578,402,149	$-7,309,349

BARD COLLEGE