BIRCHES SCHOOL INC (EIN 454488863) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

MICHAEL WHYTE

Phone

7812598100

Tax Period

2024-07-01 to 2025-06-30

BIRCHES SCHOOL INC, founded in 2012, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 8% surplus.

Mission

BIRCHES SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL KINDERGARTEN THROUGH 8TH GRADE SCHOOL OFFERING RIGOROUS, INTERDISCIPLINARY ACADEMICS WITHIN A MINDFUL, NURTURING ENVIRONMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $387,357

Program Service Revenue $2,196,706

Investment Income $54,562

Other Revenue $-6,695

TOTAL REVENUE $2,631,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,844,006

Fundraising Expenses $0

Program Expenses $1,626,142

Other Expenses $578,328

TOTAL EXPENSES $2,422,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,631,930	$2,411,993	+0.1%
Expenses	$2,422,334	$2,426,126	0.0%
Net Income	$209,596	$-14,133	-15.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERIQUE BEGIN	TRUSTEE	1.00	Director	$0	$0	$0
MERTON FLEMINGS	TREASURER	1.00	Officer Director	$0	$0	$0
CECILY WARDELL	CHAIR	1.00	Officer Director	$0	$0	$0
JANE PRICE SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
WENDY ISRAEL	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JAMES MCCLUTCHY	TRUSTEE	1.00	Director	$0	$0	$0
TOM ISRAEL	TRUSTEE	1.00	Director	$0	$0	$0
HANNAH MULLER	TRUSTEE	1.00	Director	$0	$0	$0
DANIELLE GREEN	CLERK	1.00	Officer Director	$0	$0	$0
LARRY NIRENBERG	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW HUDSON	TRUSTEE	1.00	Director	$0	$0	$0
ALETTA TIBBETTS	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW WEST	TRUSTEE	1.00	Director	$0	$0	$0
LUCRETIA WELLS	TRUSTEE	1.00	Director	$0	$0	$0
SERENA WILKIE GIFFORD	EMPLOYEE - HEAD OF SCHOOL	40.00	Highest	$189,176	$0	$189,176
KIMBERLY WALKER	EMPLOYEE - DIRECTOR OF ADMISSIONS & ENROLLMENT	40.00	Highest	$140,351	$0	$140,351

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	$2,631,930	$2,422,334	$6,230,027	$209,596
2024	No data	No data	No data	No data
2023	$2,740,606	$2,483,380	$6,189,768	$257,226
2023	$2,740,606	$2,483,380	$6,189,768	$257,226
2022	$2,463,626	$2,434,885	$6,091,019	$28,741
2021	$1,915,418	$1,699,233	$5,169,668	$216,185
2020	$1,507,293	$1,335,078	$4,842,165	$172,215
2019	$1,091,160	$1,118,971	$4,644,906	$-27,811
2018	$1,013,427	$962,490	$4,587,787	$50,937

BIRCHES SCHOOL INC