BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC (EIN 521948149) - 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

1995

Legal Domicile

Principal Officer

CHRIS O'ROURKE

Phone

3016528590

Tax Period

2023-07-01 to 2024-06-30

BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC, founded in 1995, is a small nonprofit in the Education sector that reported $237K in total revenue in fiscal year 2023. Expenses of $273K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE BETHESDA CHEVY-CHASE HIGH SCHOOL EDUCATION FOUNDATION IS DEDICATED TO PROVIDING THE LEADERSHIP AND SUPPORT NECESSARY TO ENSURE THAT STUDENTS ATTENDING BETHESDA CHEVY-CHASE HIGH SCHOOL NOW AND IN THE FUTURE ENJOY THE WORLD-CLASS EDUCATION THAT IS THE SCHOOL'S HISTORIC LEGACY.

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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 $215,976

Program Service Revenue $0

Investment Income $20,885

Other Revenue $0

TOTAL REVENUE $236,861

Expense Breakdown

Grants Paid $212,733

Salaries & Benefits $0

Fundraising Expenses $10,985

Program Expenses $212,733

Other Expenses $60,601

TOTAL EXPENSES $273,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$236,861	$226,082	+0.0%
Expenses	$273,334	$207,610	+0.3%
Net Income	$-36,473	$18,472	-3.0%

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
CAROLE BRAND	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT GANDAL	PRESIDENT	5.00	Officer Director	$0	$0	$0
KIRSTEN WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
LAUREN DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN JACOB	ASSISTANT TREASURER	5.00	Officer Director	$0	$0	$0
PATTY MCDERMOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS O'ROURKE	TREASURER	5.00	Officer Director	$0	$0	$0
PEGGY SCHWARTZ	ASSISTANT TREASURER	5.00	Officer Director	$0	$0	$0
CATHY STOCKER	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE CANNISTRA	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLA CARTWRIGHT	SECRETARY	2.00	Officer Director	$0	$0	$0
ANNE LIEBERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GANON RICH	BOARD MEMBER	2.00	Director	$0	$0	$0
SAVENA ALLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
DON FRASER	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE INLOW	BOARD MEMBER	2.00	Director	$0	$0	$0
CORRINE GOLDSMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
CARINE MATHURIN	BOARD MEMBER	2.00	Director	$0	$0	$0
MATT ROSSER	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2024	$236,861	$273,334	$591,986	$-36,473
2023	$226,082	$207,610	$628,459	$18,472
2022	$277,300	$167,611	$609,987	$109,689
2021	$235,242	$133,160	$500,298	$102,082
2020	$221,675	$204,173	$403,215	$17,502
2019	$236,763	$247,798	$393,225	$-11,035
2018	$221,135	$210,284	$399,248	$10,851

BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC