SONOMA COUNTRY DAY SCHOOL (EIN 942910715) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

BRADLEY WEAVER

Phone

7072843200

Tax Period

2024-07-01 to 2025-06-30

SONOMA COUNTRY DAY SCHOOL, founded in 1986, is a mid-sized nonprofit in the Education sector that reported $13.0M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

"TO BRING LEARNING TO LIFE" IS OUR MISSION. (CONTINUED ON SCHEDULE O) WE ARE COMMITTED TO PROVIDING STUDENTS FROM TK-8 WITH A RIGOROUS AND EXCITING ACADEMIC PROGRAM, OPPORTUNITIES TO DEVELOP THEIR ARTISTIC AND CREATIVE NATURES, IDEALS TO OPEN THEIR POTENTIAL FOR LEADERSHIP AND SELF-CONFIDENCE TO EXPRESS THEIR UNIQUENESS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,487,695

Program Service Revenue $10,283,194

Investment Income $1,030,183

Other Revenue $240,209

TOTAL REVENUE $13,041,281

Expense Breakdown

Grants Paid $911,729

Salaries & Benefits $7,813,498

Fundraising Expenses $537,007

Program Expenses $9,543,606

Other Expenses $3,965,702

TOTAL EXPENSES $12,690,929

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,041,281	$11,689,743	+0.1%
Expenses	$12,690,929	$12,021,478	+0.1%
Net Income	$350,352	$-331,735	-2.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

341

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

$782,147

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER CRISPO	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
TAM SMITH	VICE CHAIR	10.00	Officer Director	$0	$0	$0
JAMES ELLIOT	TREASURER (RESIGNED MAY '25)	10.00	Officer Director	$0	$0	$0
DOUG SCULLION	SECRETARY	10.00	Officer Director	$0	$0	$0
RAMIRO ACEVEDO	TRUSTEE	5.00	Director	$0	$0	$0
BOB CABRAL	TRUSTEE	5.00	Director	$0	$0	$0
ANUSHA CHANDRANSEKHAR	TRUSTEE	5.00	Director	$0	$0	$0
TRISHA COXHEAD	TRUSTEE	5.00	Director	$0	$0	$0
ROB FISHER	TRUSTEE	5.00	Director	$0	$0	$0
KRISTEN GEORGES	TRUSTEE	5.00	Director	$0	$0	$0
PAUL GODOWSKI	TRUSTEE	5.00	Director	$0	$0	$0
JUSTIN HANSEL	TRUSTEE	5.00	Director	$0	$0	$0
JULIA HOCHBERG	TRUSTEE	5.00	Director	$0	$0	$0
KATIE JACKSON	TRUSTEE	5.00	Director	$0	$0	$0
VIVEK JAYARAMAN	TRUSTEE	5.00	Director	$0	$0	$0
JEFF KLOES	TRUSTEE	5.00	Director	$0	$0	$0
KAREN MEYER	TRUSTEE	5.00	Director	$0	$0	$0
NOELANI PRICE	TRUSTEE	5.00	Director	$0	$0	$0
SCOTT SCHADLICH	TRUSTEE	5.00	Director	$0	$0	$0
ELLEN WEAR	TRUSTEE	5.00	Director	$0	$0	$0
GREG WINDISCH	TRUSTEE	5.00	Director	$0	$0	$0
BRADLEY WEAVER	HEAD OF SCHOOL	40.00	Officer	$449,032	$69,739	$518,771
JENNIFER MACIAS	DIRECTOR OF FINANCE & OPS	40.00	Officer	$230,691	$32,685	$263,376
ELIZABETH GLEADALL	DIRECTOR OF ADVANCEMENT	40.00	Highest	$164,264	$29,039	$193,303
NOELLE ANDERSON	MIDDLE SCHOOL DIVISION HEAD	40.00	Highest	$117,500	$15,904	$133,404
KELLY SCHMIDT	DIRECTOR OF ADMISSION	40.00	Highest	$167,084	$15,000	$182,084
SHAUN MCTIGUE	LOWER SCHOOL DIVISION HEAD	40.00	Highest	$168,549	$12,054	$180,603
CINDY RODENBAUGH	SCIENCE TEACHER	40.00	Highest	$121,771	$12,443	$134,214

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	$13,041,281	$12,690,929	$30,838,507	$350,352
2024	$11,689,743	$12,021,478	$34,957,457	$-331,735
2023	$11,007,964	$11,166,786	$33,378,373	$-158,822
2022	$10,759,837	$9,992,876	$32,285,253	$766,961
2021	$10,292,712	$9,846,611	$31,294,355	$446,101
2020	$9,136,291	$9,514,687	$22,057,316	$-378,396
2019	$8,929,461	$9,199,463	$22,067,311	$-270,002

SONOMA COUNTRY DAY SCHOOL