PHOENIX COUNTRY DAY SCHOOL (EIN 860172671) - 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

1960

Legal Domicile

Principal Officer

ANDREW RODIN

Phone

6029558200

Tax Period

2023-07-01 to 2024-06-30

PHOENIX COUNTRY DAY SCHOOL, founded in 1960, is a mid-sized nonprofit in the Education sector that reported $31.1M in total revenue in fiscal year 2023. Expenses of $27.7M left a modest 11% surplus.

Mission

PROVIDE EDUCATION TO STUDENTS IN PRE-K THROUGH UPPER 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 (2023)

Revenue Breakdown

Contributions & Grants $3,167,926

Program Service Revenue $26,188,337

Investment Income $1,783,828

Other Revenue $1,320

TOTAL REVENUE $31,141,411

Expense Breakdown

Grants Paid $1,975,130

Salaries & Benefits $18,096,551

Fundraising Expenses $983,093

Program Expenses $22,269,330

Other Expenses $7,635,897

TOTAL EXPENSES $27,707,578

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,141,411	$29,865,078	+0.0%
Expenses	$27,707,578	$27,335,463	+0.0%
Net Income	$3,433,833	$2,529,615	+0.4%

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

329

Volunteers

125

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

$1,289,048

Total Directors

$927,330

Key Employees

$752,576

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW RODIN	HEAD OF SCHOOL	40.00	Officer Director	$784,706	$142,624	$927,330
ROSALIND ABERO	ASSISTANT HEAD OF SCHOOL	40.00	Officer	$199,091	$12,121	$211,212
BENJAMIN SULLIVAN	HEAD OF MIDDLE SCHOOL	40.00	Key Emp	$176,666	$27,300	$203,966
LYNETTA BINGER	HEAD OF UPPER SCHOOL	40.00	Key Emp	$168,800	$26,800	$195,600
CURTIS FEE	HEAD OF LOWER SCHOOL	40.00	Key Emp	$158,015	$25,880	$183,895
TIMOTHY MITTEN	DIRECTOR OF SECURITY	40.00	Key Emp	$153,647	$15,468	$169,115
ABBY PONTIUS	CHIEF FINANCIAL OFFICER	40.00	Officer	$128,247	$22,259	$150,506
SHANE LEWIS	DIRECTOR OF ATHLETICS	40.00	Highest	$128,494	$22,042	$150,536
JOSEPH BOEHLE	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$118,779	$21,690	$140,469
JENNIFER CHERILLA	ASSISTANT HEAD OF UPPER SCHOOL	40.00	Highest	$114,199	$21,407	$135,606
KELLY BUTLER	ASSISTANT HEAD OF MIDDLE SCHOOL	40.00	Highest	$109,820	$19,896	$129,716
MARK BISTRICKY	ASSISTANT HEAD OF UPPER SCHOOL	40.00	Highest	$106,732	$17,414	$124,146
MARTIN FELLI	PRESIDENT	1.00	Officer Director	$0	$0	$0
DARRYL BERGER	EXECUTIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS ASHBY	VICE PRESIDENT OF FINANCE	1.00	Officer Director	$0	$0	$0
JORDAN ROSE	VP OF FACILITIES PLANNING	1.00	Officer Director	$0	$0	$0
DONNA JOHNSON	VP OF ADVANCEMENT	1.00	Officer Director	$0	$0	$0
JAWAD AHSAN	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN BROOK	TRUSTEE	1.00	Director	$0	$0	$0
THERESA GREGORY	TRUSTEE	1.00	Director	$0	$0	$0
JULIE SABEEH	TRUSTEE	1.00	Director	$0	$0	$0
MERCEDES LILJEGREN	TRUSTEE	1.00	Director	$0	$0	$0
KELSEY MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
RIAD NIZAM	TRUSTEE	1.00	Director	$0	$0	$0
DAN SILVERMAN	TRUSTEE	1.00	Director	$0	$0	$0
KIRAN SINGH	TRUSTEE	1.00	Director	$0	$0	$0
DAVE STEARNS	TRUSTEE	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	$31,141,411	$27,707,578	$98,116,142	$3,433,833
2023	$29,865,078	$27,335,463	$90,930,185	$2,529,615
2022	$41,466,734	$26,283,513	$85,447,032	$15,183,221
2021	$28,726,427	$23,791,187	$77,907,724	$4,935,240
2020	$24,371,173	$23,223,621	$66,025,995	$1,147,552
2019	$23,825,778	$23,137,416	$65,050,036	$688,362

PHOENIX COUNTRY DAY SCHOOL