SACRAMENTO COUNTRY DAY SCHOOL

EIN: 941597352 501(c)(3) Education

SACRAMENTO, CA

Total Revenue
$21,563,023
Total Expenses
$19,507,932
Total Assets
$27,431,281
Net Assets
$17,644,082
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
CA
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.

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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 $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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Governance

Voting Members
20
Independent Members
20
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
6
$791,089
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
5
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
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