FORT WORTH COUNTRY DAY SCHOOL INC (EIN 751085363) - 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

1962

Legal Domicile

Principal Officer

ERIC LOMBARDI

Phone

8177327718

Tax Period

2024-07-01 to 2025-06-30

FORT WORTH COUNTRY DAY SCHOOL INC, founded in 1962, is a mid-sized nonprofit in the Education sector that reported $45.4M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $41.2M left a modest 9% surplus.

Mission

THE MISSION OF FORT WORTH COUNTRY DAY SCHOOL IS TO FOSTER THE INTELLECTUAL, PHYSICAL, EMOTIONAL AND ETHICAL DEVELOPMENT OF CAPABLE STUDENTS THROUGH AN ACADEMICALLY RIGOROUS COLLEGE PREPARATORY PROGRAM THAT INTEGRATES THE ARTS AND ATHLETICS.

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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 $6,278,656

Program Service Revenue $35,179,387

Investment Income $3,837,354

Other Revenue $134,360

TOTAL REVENUE $45,429,757

Expense Breakdown

Grants Paid $4,143,054

Salaries & Benefits $24,121,622

Fundraising Expenses $1,138,693

Program Expenses $31,687,947

Other Expenses $12,944,502

TOTAL EXPENSES $41,209,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,429,757	$51,256,111	-0.1%
Expenses	$41,209,178	$38,906,714	+0.1%
Net Income	$4,220,579	$12,349,397	-0.7%

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

434

Volunteers

750

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

$898,553

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN CRUMLEY	PRESIDENT	10.00	Officer Director	$0	$0	$0
WILLIAM BUTLER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ELYSE STOLTZ DICKERSON	VP/BUILD. & GROUNDS CHR. (THRU 5/25)	2.00	Officer Director	$0	$0	$0
ROB SEMPLE	TREASURER / FINANCE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN BROOKMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSEPH BERKES	TRUSTEE	1.00	Director	$0	$0	$0
LAURA BIRD	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW BLAKE	TRUSTEE	1.00	Director	$0	$0	$0
ANN BLUNTZER	TRUSTEE	1.00	Director	$0	$0	$0
BALDWIN RICKY BROWN	TRUSTEE (THRU 05/25)	1.00	Director	$0	$0	$0
ORLANDO CARVALHO	TRUSTEE	1.00	Director	$0	$0	$0
GEORGINA MONCRIEF CONDREY	TRUSTEE	1.00	Director	$0	$0	$0
WHITNEY CREEL	TRUSTEE	1.00	Director	$0	$0	$0
ASAD DEAN	TRUSTEE	1.00	Director	$0	$0	$0
HUGO DEL POZZO	TRUSTEE	1.00	Director	$0	$0	$0
DAK HATFIELD	TRUSTEE (THRU 05/25)	1.00	Director	$0	$0	$0
JONATHAN KELLAM	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN LUSKEY	TRUSTEE	1.00	Director	$0	$0	$0
DEMEQUA MOORE	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE PACKER	ADVANCEMENT CHAIR	1.00	Director	$0	$0	$0
MERIANNE ROTH	TRUSTEE & LEADERSHIP CHR. (THRU 5/25)	1.00	Director	$0	$0	$0
HEATHER SENTER	TRUSTEE	1.00	Director	$0	$0	$0
BLAINE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
HELEN TODORA	TRUSTEE	1.00	Director	$0	$0	$0
ERIC LOMBARDI	HEAD OF SCHOOL	40.00	Officer	$496,861	$73,098	$569,959
THOMAS MITCHELL	CFO & OPERATIONS	40.00	Officer	$275,248	$53,346	$328,594
SANDRA TUOMEY	DIRECTOR OF ADVANCEMENT	40.00	Highest	$157,058	$59,396	$216,454
AMY WITTEN	ASSIST. HEAD OF SCHOOL, STUDENT SVCS	40.00	Highest	$166,899	$17,147	$184,046
ERNEST UHR	DIRECTOR OF TECHNOLOGY	40.00	Highest	$158,883	$28,464	$187,347
PEGGY WAKELAND	HEAD OF UPPER SCHOOL	40.00	Highest	$159,581	$23,656	$183,237
JOSEPH BREEDLOVE	DIRECTOR BREAKTHROUGH	40.00	Highest	$152,047	$11,670	$163,717

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	$45,429,757	$41,209,178	$168,494,899	$4,220,579
2024	No data	No data	No data	No data
2023	$46,786,477	$36,476,665	$135,533,434	$10,309,812
2022	$39,895,318	$34,218,056	$121,212,186	$5,677,262
2021	$39,582,011	$34,068,270	$119,263,068	$5,513,741
2020	$33,172,048	$32,090,783	$89,184,291	$1,081,265
2019	$29,902,018	$31,814,439	$92,421,938	$-1,912,421
2018	$33,444,490	$30,774,001	$107,740,955	$2,670,489

FORT WORTH COUNTRY DAY SCHOOL INC