BIRCH SCHOOL INC (EIN 472587734) - 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

2014

Legal Domicile

Principal Officer

KATHERINE FOX

Phone

8456457772

Tax Period

2024-01-01 to 2024-12-31

BIRCH SCHOOL INC, founded in 2014, is a small nonprofit in the Education sector that reported $312K in total revenue in fiscal year 2024.

Mission

TO PROVIDE A COMPREHENSIVE PROGRESSIVE SCHOOL PROGRAM FOR GRADES K-12 FOR TYPICALLY-DEVELOPING SCHOOL-AGE STUDENTS AGES 5 TO 17 IN ORANGE COUNTY AND THE GREATER HUDSON VALLEY OF NY.

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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 $0

Program Service Revenue $311,528

Investment Income $30

Other Revenue $0

TOTAL REVENUE $311,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,422

Fundraising Expenses $0

Program Expenses $275,655

Other Expenses $115,250

TOTAL EXPENSES $328,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,558	$315,809	0.0%
Expenses	$328,672	$347,851	-0.1%
Net Income	$-17,114	$-32,042	-0.5%

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

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

$62,250

Total Directors

$62,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE FOX	EXECUTIVE DI	40.00	Officer Director	$62,250	$0	$62,250
ELLYCE CAVANAUGH	TRUSTEE	1.00	Director	$0	$0	$0
CAROL FLERES	TRUSTEE	1.00	Director	$0	$0	$0
GABRIEL JASMIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAKOTAH PRATT-HEWITT	OFFICER	1.00	Officer Director	$0	$0	$0
SHANNON WONG	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CAMPBELL ZIEMBA	TREASURER	1.00	Officer 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
2024	$311,558	$328,672	$70,918	$-17,114
2023	$315,809	$347,851	$90,000	$-32,042
2022	$305,042	$355,439	$114,625	$-50,397
2021	$425,420	$264,830	$163,762	$160,590
2020	$233,569	$267,162	$39,330	$-33,593
2019	$277,272	$269,254	$38,262	$8,018
2018	$256,610	$248,017	$39,005	$8,593

BIRCH SCHOOL INC