SACRAMENTO COUNTRY DAY SCHOOL

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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

1964

Legal Domicile

Principal Officer

LEE THOMSEN

Phone

9164818811

Tax Period

2024-07-01 to 2025-06-30

SACRAMENTO COUNTRY DAY SCHOOL, founded in 1964, is a mid-sized nonprofit in the Education sector that reported $21.6M in total revenue in fiscal year 2024. Expenses of $19.5M left a modest 10% surplus.

Mission

INDEPENDENT, CO-EDUCATIONAL, NON-DENOMINATIONAL, NON-PROFIT COLLEGE PREPARATORY DAY SCHOOL FOR GRADES PRE-K THROUGH 12.

Program Service Accomplishments

Program 1

Expenses: $15,394,748 Revenue: $19,252,223

THE ORGANIZATION OPERATES AS AN INDEPENDENT, CO-EDUCATIONAL NON DENOMINATIONAL, NON-PROFIT COLLEGE PREPARATORY DAY SCHOOL FOR GRADES PRE-KINDERGARTEN THROUGH TWELFTH. SACRAMENTO COUNTRY DAY SCHOOL...

THE ORGANIZATION OPERATES AS AN INDEPENDENT, CO-EDUCATIONAL NON DENOMINATIONAL, NON-PROFIT COLLEGE PREPARATORY DAY SCHOOL FOR GRADES PRE-KINDERGARTEN THROUGH TWELFTH. SACRAMENTO COUNTRY DAY SCHOOL CONTINUES TO BE THE REGION'S LEADER IN PRIVATE SCHOOL COLLEGE PREPARATORY EDUCATION. SACRAMENTO COUNTRY DAY SCHOOL HAS SUCCCESSFULLY IMPLEMENTED AN ACADEMIC PROGRAM DURING THE PANDEMIC WHERE IT CAN PROVIDE IN-PERSON, REMOTE, OR A HYBRID EDUCATION TO ITS STUDENTS.

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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 $2,103,603

Program Service Revenue $19,239,071

Investment Income $346,541

Other Revenue $-126,192

TOTAL REVENUE $21,563,023

Expense Breakdown

Grants Paid $3,690,154

Salaries & Benefits $11,788,904

Fundraising Expenses $560,725

Program Expenses $15,394,748

Other Expenses $4,028,874

TOTAL EXPENSES $19,507,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,563,023	$20,010,970	+0.1%
Expenses	$19,507,932	$18,734,868	+0.0%
Net Income	$2,055,091	$1,276,102	+0.6%

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

207

Volunteers

100

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

$791,089

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE SLOAT	PRESIDENT	3.00	Officer Director	$0	$0	$0
RANDY GETZ	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JILL HAGEMAN	SECRETARY	3.00	Officer Director	$0	$0	$0
KRIS HALL	TREASURER	3.00	Officer Director	$0	$0	$0
MELINDA LEVY	MEMBER	3.00	Director	$0	$0	$0
JENNA MAGAN	MEMBER	3.00	Director	$0	$0	$0
CARRIE BENTLEY	MEMBER	3.00	Director	$0	$0	$0
ALI ALIKHAN	MEMBER	3.00	Director	$0	$0	$0
KASSIA KINGSLEY	MEMBER	3.00	Director	$0	$0	$0
BILLY DOWNING	MEMBER	3.00	Director	$0	$0	$0
DARRA BREWER	MEMBER	3.00	Director	$0	$0	$0
NORM KOLB	MEMBER	3.00	Director	$0	$0	$0
LOUAY OWAIDAT	MEMBER	3.00	Director	$0	$0	$0
HOWARD FAN	MEMBER	3.00	Director	$0	$0	$0
MELISSA CONNER	MEMBER	3.00	Director	$0	$0	$0
EMILY OLIVER STEPHENSON	MEMBER	3.00	Director	$0	$0	$0
SOYLA FERNANDEZ	MEMBER	3.00	Director	$0	$0	$0
AUSTIN RAMOS	MEMBER	3.00	Director	$0	$0	$0
LAURA WILT	MEMBER	3.00	Director	$0	$0	$0
TIMOTHY WONG	MEMBER	3.00	Director	$0	$0	$0
LEE THOMSEN	HEAD OF SCHOOL	40.00	Officer	$472,762	$53,393	$526,155
WILLIAM PETCHAUER	CFO	40.00	Officer	$230,850	$34,084	$264,934
MAISAE AFFOUR	HEAD OF LOWER SCHOOL	40.00	Highest	$146,596	$18,141	$164,737
BROOKE WELLS	HEAD OF HIGH SCHOOL	40.00	Highest	$147,839	$26,829	$174,668
SARAH OSTERMUELLER	HEAD OF MIDDLE SCHOOL	40.00	Highest	$146,706	$16,805	$163,511
RACHELLE DOYLE	DIRECTOR OF ADVANCEMENT	40.00	Highest	$138,810	$17,130	$155,940
MICHEAL UNTI	DIRECTOR OF TECHNOLOGY	40.00	Highest	$117,780	$16,490	$134,270

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	$21,563,023	$19,507,932	$27,431,281	$2,055,091
2024	$20,010,970	$18,734,868	$25,490,093	$1,276,102
2023	$20,114,858	$17,577,345	$24,031,457	$2,537,513
2022	$15,907,755	$15,215,079	$21,257,090	$692,676
2021	$14,995,328	$13,636,251	$20,982,570	$1,359,077
2020	$13,975,079	$13,293,736	$20,648,211	$681,343
2019	$13,313,348	$12,659,487	$18,997,767	$653,861
2018	$12,155,450	$12,114,105	$18,733,063	$41,345