METAIRIE PARK COUNTRY DAY SCHOOL (EIN 720259360) - 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

1929

Legal Domicile

Principal Officer

BONNIE M LAGRAIZE

Phone

5048375204

Tax Period

2022-07-01 to 2023-06-30

METAIRIE PARK COUNTRY DAY SCHOOL, founded in 1929, is a mid-sized nonprofit in the Education sector that reported $22.9M in total revenue in fiscal year 2022.

Mission

METAIRIE PARK COUNTRY DAY ENRICHES THE LIVES OF TALENTED YOUNG PEOPLE IN A (CONT'D SCH. O) DYNAMIC LEARNING ENVIRONMENT, BUILDING STRENGTH OF INTELLECT AND STRENGTH OF CHARACTER WITHIN A COMMUNITY THAT IS SIMULTANEOUSLY CHALLENGING AND SUPPORTIVE. OUR STUDENTS LEARN TO BE FLEXIBLE, TO BE ADAPTABLE, AND TO FACE THE CHALLENGES OF LIFE WITH HONOR, OPTIMISM, CONFIDENCE, CREATIVITY, AND A SENSE OF HUMOR.

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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 $1,280,493

Program Service Revenue $21,402,855

Investment Income $234,079

Other Revenue $-33,763

TOTAL REVENUE $22,883,664

Expense Breakdown

Grants Paid $3,623,042

Salaries & Benefits $11,686,355

Fundraising Expenses $0

Program Expenses $18,633,416

Other Expenses $8,570,291

TOTAL EXPENSES $23,879,688

Year-over-Year Comparison

	2022	2021	Change
Revenue	$22,883,664	$22,060,408	+0.0%
Expenses	$23,879,688	$23,128,915	+0.0%
Net Income	$-996,024	$-1,068,507	-0.1%

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

422

Volunteers

150

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

$1,002,529

Total Directors

$401,771

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT HEREFORD	HEAD OF SCHOOL	40.00	Officer Director	$313,000	$50,123	$363,123
JENNIFER HEEBE	CHAIR	10.00	Officer Director	$0	$0	$0
ROBYN SCHWARZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PAXTON WHITE	SECRETARY	2.00	Officer Director	$0	$0	$0
YVETTE JONES	TREASURER	10.00	Officer Director	$0	$0	$0
GREGORY FEIRN	TRUSTEE	2.00	Director	$0	$0	$0
AMY FERNANDEZ	TRUSTEE	2.00	Director	$0	$0	$0
RACHAEL GAMBEL	TRUSTEE	2.00	Director	$0	$0	$0
DATHEL GEORGES	TRUSTEE	2.00	Director	$0	$0	$0
SHAMMI GUPTA	TRUSTEE	2.00	Director	$0	$0	$0
SUMA JAIN	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN KATZ	TRUSTEE	2.00	Director	$0	$0	$0
JOHN ZAZOUR	TRUSTEE	2.00	Director	$0	$0	$0
MALCOLM MEYER	TRUSTEE	2.00	Director	$0	$0	$0
ELAINE MONTGOMERY	FACULTY REPRESENTATIVE	40.00	Officer Director	$31,384	$7,264	$38,648
HEIDI MORSE	TRUSTEE	2.00	Director	$0	$0	$0
JOHN MORTON	TRUSTEE	2.00	Director	$0	$0	$0
BLAIR PRICE	TRUSTEE	2.00	Director	$0	$0	$0
JIM ROGERS	TRUSTEE	2.00	Director	$0	$0	$0
JAKE WEINSTOCK	TRUSTEE	2.00	Director	$0	$0	$0
LATRESHA WHITE	TRUSTEE	2.00	Director	$0	$0	$0
MAR WHITENER	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM WOLF	TRUSTEE	2.00	Director	$0	$0	$0
BONNIE LAGRAIZE	CHIEF OPERATING OFFICER	40.00	Officer	$115,210	$15,179	$130,389
LORI GORDILLO	DIRECTOR OF DEVELOPMENT	40.00	Officer	$116,282	$6,845	$123,127
MIGNON ODEM	LOWER SCHOOL PRINCIPAL	40.00	Officer	$114,737	$5,541	$120,278
AUGUSTINE WHYTE	UPPER SCHOOL PRINCIPAL	40.00	Officer	$99,985	$11,666	$111,651
PAUL FRANTZ	MIDDLE SCHOOL PRINCIPAL	40.00	Officer	$103,166	$12,147	$115,313
MICHAEL MCGUIRE	ATHLETIC DIRECTOR	40.00	Highest	$108,201	$12,000	$120,201
GARY LOTZ	DIRECTOR OF FACILITIES	40.00	Highest	$104,685	$6,128	$110,813

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	$22,883,664	$23,879,688	$47,103,065	$-996,024
2022	$22,060,408	$23,128,915	$45,232,576	$-1,068,507
2021	$23,246,338	$23,193,627	$48,222,871	$52,711
2020	$20,366,645	$21,458,259	$47,553,378	$-1,091,614
2019	$21,040,494	$20,958,396	$49,277,766	$82,098
2018	$20,432,077	$19,435,338	$50,622,933	$996,739

METAIRIE PARK COUNTRY DAY SCHOOL