WINDSOR BERGEN ACADEMY INC (EIN 223167842) - 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

1992

Legal Domicile

Principal Officer

FRANK COCUZZA

Phone

9732471375

Tax Period

2023-07-01 to 2024-06-30

WINDSOR BERGEN ACADEMY INC, founded in 1992, is a community nonprofit in the Education sector that reported $6.5M in total revenue in fiscal year 2023.

Mission

SCHOOL FOR THE HANDICAPPED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $250

Program Service Revenue $6,531,626

Investment Income $3

Other Revenue $5,136

TOTAL REVENUE $6,537,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,276,035

Fundraising Expenses $0

Program Expenses $6,150,748

Other Expenses $1,173,679

TOTAL EXPENSES $6,449,714

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,537,015	$6,166,083	+0.1%
Expenses	$6,449,714	$6,126,691	+0.1%
Net Income	$87,301	$39,392	+1.2%

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

N/A

Employees

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

$975,921

Total Directors

$975,921

Key Employees

$235,042

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SCORZO	PRESIDENT	15.00	Officer Director	$113,962	$76,938	$335,943
FRANK COCUZZA	VICE PRESIDE	0.00	Officer Director	$0	$68,175	$327,180
CHERIE PERKELL	SUPERVISOR S	35.00	Key Emp	$186,485	$48,557	$235,042
ANNMARIE SCORZO	TREASURER	10.00	Officer Director	$46,460	$34,570	$219,301
FLORIAN DILIZIA	ACCOUNTANT	10.00	Highest	$32,189	$54,486	$182,473
JUSTIN SIESTA	PRINCIPAL	37.50	Highest	$135,730	$31,728	$167,458
AMY GEISLER	SOCIAL WORKE	32.50	Highest	$105,059	$49,595	$154,654
BRIAN BLANCHARD	TEACHER SPEC	32.50	Highest	$109,490	$44,728	$154,218
BARBARA CHICHELE	SUPERVISOR	28.00	Highest	$117,500	$18,645	$136,145
JEANNE COCUZZA	SECRETARY	0.00	Officer Director	$0	$15,372	$93,497

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	No data	No data	No data	No data
2024	$6,537,015	$6,449,714	$4,490,038	$87,301
2023	$6,166,083	$6,126,691	$4,374,670	$39,392
2022	$5,487,546	$5,489,285	$1,150,462	$-1,739
2021	$5,327,451	$5,330,386	$1,171,946	$-2,935
2020	$5,525,036	$5,570,497	$1,804,792	$-45,461
2019	$5,756,596	$5,738,212	$1,320,077	$18,384
2018	$5,406,773	$5,300,650	$1,321,949	$106,123

WINDSOR BERGEN ACADEMY INC