Riverfield Country Day School

EIN: 731218962 501(c)(3) Education

Tulsa, OK

Total Revenue
$11,627,343
Total Expenses
$11,997,340
Total Assets
$19,816,171
Net Assets
$11,294,805
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
OK
Principal Officer
Jerry Bates
Phone
9184463553
Tax Period
2024-06-01 to 2025-05-31

Riverfield Country Day School, founded in 1984, is a mid-sized nonprofit in the Education sector that reported $11.6M in total revenue in fiscal year 2024.

Mission

Developmental education for children

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $462,486
Program Service Revenue $10,830,777
Investment Income $241,472
Other Revenue $92,608
TOTAL REVENUE $11,627,343

Expense Breakdown

Grants Paid $149,595
Salaries & Benefits $8,558,106
Fundraising Expenses $364,506
Program Expenses $9,724,718
Other Expenses $3,289,639
TOTAL EXPENSES $11,997,340

Year-over-Year Comparison

2024 2023 Change
Revenue $11,627,343 $10,990,484 +0.1%
Expenses $11,997,340 $11,179,764 +0.1%
Net Income $-369,997 $-189,280 +1.0%
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

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Governance

Voting Members
19
Independent Members
18
Employees
225
Volunteers
218

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
8
$211,542
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michelle Anderson Chair 1.00
Officer Director
$0 $0 $0
Heather Ward Vice Chair 1.00
Officer Director
$0 $0 $0
Suzie Wood RFA President 1.00
Officer Director
$0 $0 $0
Christie Osborne Treasurer 1.00
Officer Director
$0 $0 $0
Katie Murray Recording Officer 1.00
Officer Director
$0 $0 $0
Lisa Rhynes Advisory Counsel Chair 1.00
Officer Director
$0 $0 $0
Jim Gotwals Legal Counsel 1.00
Officer Director
$0 $0 $0
Jenny Belford Trustee 1.00
Director
$0 $0 $0
Randa Briggs Trustee 1.00
Director
$0 $0 $0
John Harper Trustee 1.00
Director
$0 $0 $0
Robin Jones Trustee 1.00
Director
$0 $0 $0
Thomas Keeter Trustee 1.00
Director
$0 $0 $0
Vicki Patterson Trustee 1.00
Director
$0 $0 $0
Bert Peake Trustee 1.00
Director
$0 $0 $0
McKenna Rhodes Trustee 1.00
Director
$0 $0 $0
Aaron Tifft Trustee 1.00
Director
$0 $0 $0
Tom Vincent Trustee 1.00
Director
$0 $0 $0
Sam Wayt Trustee 1.00
Director
$0 $0 $0
Jerry Bates Head of School 40.00
Officer
$187,389 $24,153 $211,542
Tobin Clark Upper School Admin 40.00
Highest
$102,329 $9,608 $111,937
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 $11,627,343 $11,997,340 $19,816,171 $-369,997
2024 $10,990,484 $11,179,764 $20,519,451 $-189,280
2023 $11,923,053 $10,823,966 $21,587,552 $1,099,087
2022 $13,774,133 $9,605,471 $16,352,662 $4,168,662
2021 $9,514,353 $8,372,550 $11,749,243 $1,141,803
2020 $9,401,803 $8,756,534 $10,520,551 $645,269
2019 $9,395,722 $8,848,310 $9,602,473 $547,412
2018 $9,342,914 $9,054,410 $9,519,472 $288,504
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