WESTCHESTER COUNTRY DAY SCHOOL ENDOWMENT (EIN 581518268) - 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

1983

Legal Domicile

Principal Officer

MARY KEEVER

Phone

3368692128

Tax Period

2022-07-01 to 2023-06-30

WESTCHESTER COUNTRY DAY SCHOOL ENDOWMENT, founded in 1983, is a small nonprofit that reported $469K in total revenue in fiscal year 2022. Revenue surged 136% from the prior year, signaling strong growth momentum. The organization ran a surplus of $314K, a strong 67% operating margin.

Mission

SUPPORT OPERATIONS AND PROVIDE SCHOLARSHIPS FOR WESTCHESTER COUNTRY DAY SCHOOL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $359,690

Program Service Revenue $0

Investment Income $109,708

Other Revenue $0

TOTAL REVENUE $469,398

Expense Breakdown

Grants Paid $132,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,950

Other Expenses $22,246

TOTAL EXPENSES $155,196

Year-over-Year Comparison

	2022	2021	Change
Revenue	$469,398	$198,496	+1.4%
Expenses	$155,196	$153,174	+0.0%
Net Income	$314,202	$45,322	+5.9%

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

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
GREG YORK	BOARD CHAIR	1.00	Director	$0	$0	$0
DOUG MUIR	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY SEAKS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURIE BRIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADEN COVINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM VAN DESSEL	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2023	$469,398	$155,196	$3,183,152	$314,202
2022	$198,496	$153,174	$2,761,607	$45,322
2021	$755,860	$141,363	$3,374,635	$614,497

WESTCHESTER COUNTRY DAY SCHOOL ENDOWMENT