THE BUCKLEY SCHOOL (EIN 951750023) - 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

1935

Legal Domicile

Principal Officer

ALONA SCOTT

Phone

8187831610

Tax Period

2023-07-01 to 2024-06-30

THE BUCKLEY SCHOOL, founded in 1935, is a mid-sized nonprofit that reported $47.3M in total revenue in fiscal year 2023. Net assets of $103.8M represent 26 months of operating reserves.

Mission

THE ORGANIZATION IS AN INDEPENDENT CO-EDUCATIONAL, COLLEGE PREPARATORY DAY 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 $1,619,008

Program Service Revenue $43,375,716

Investment Income $1,948,442

Other Revenue $383,183

TOTAL REVENUE $47,326,349

Expense Breakdown

Grants Paid $5,200,785

Salaries & Benefits $25,712,994

Fundraising Expenses $1,516,855

Program Expenses $36,805,172

Other Expenses $16,166,872

TOTAL EXPENSES $47,080,651

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,326,349	$49,490,920	0.0%
Expenses	$47,080,651	$45,876,910	+0.0%
Net Income	$245,698	$3,614,010	-0.9%

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

256

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

$1,533,938

Total Directors

Key Employees

$684,865

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALONA HILARY SCOTT	HEAD OF SCHOOL	40.00	Officer	$732,737	$328,832	$1,061,569
ELIZABETH M TURCHAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$420,006	$52,363	$472,369
ADRIENNE M PARSONS	HEAD OF LOWER SCHOOL	40.00	Key Emp	$205,986	$43,791	$249,777
SHERRIE SINGER	HEAD OF UPPER SCHOOL	40.00	Key Emp	$196,998	$9,944	$206,942
DONALD SMITH JR	HEAD OF MIDDLE SCHOOL	40.00	Key Emp	$192,252	$35,894	$228,146
ERWIN WONG	DIRECTOR OF ENROLLMENT	40.00	Highest	$209,908	$20,340	$230,248
GREGORY SACON	DIR OF INNOVATIVE TEACHING & LEARNING	40.00	Highest	$185,468	$44,040	$229,508
MICHELLE TOTANES	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$197,851	$10,631	$208,482
MICHAEL J PETRELLA	TEACHER	40.00	Highest	$182,463	$26,797	$209,260
GEORGE A RUSSO	UPPER SCHOOL DEAN	40.00	Highest	$181,852	$24,422	$206,274
MICHELLE WENKER SCHROTH	FORMER HIGHEST COMPENSATED EMPLOYEE	40.00		$158,096	$23,791	$181,887
BENJAMIN VEGA	CHAIR	4.00	Officer Director	$0	$0	$0
SHARI ROSENTHAL	VICE CHAIR	4.00	Officer Director	$0	$0	$0
DAVID SADKIN	TREASURER	4.00	Officer Director	$0	$0	$0
JOSE-MANUEL DECASTRO	SECRETARY	4.00	Officer Director	$0	$0	$0
CHIP SELLERS	PARLIAMENTARIAN	4.00	Officer Director	$0	$0	$0
ALIX MERKLEY	DIRECTOR	4.00	Director	$0	$0	$0
ANNE-MARIE BALZANO	DIRECTOR	4.00	Director	$0	$0	$0
BRIAN NUSSBAUM	DIRECTOR	4.00	Director	$0	$0	$0
FRANK JUNG	DIRECTOR	4.00	Director	$0	$0	$0
GEORGE ELLIS	DIRECTOR	4.00	Director	$0	$0	$0
JACKIE GOLDBERG	DIRECTOR	4.00	Director	$0	$0	$0
JEN SHEFFIELD	DIRECTOR	4.00	Director	$0	$0	$0
JOSS HASTINGS-PRICE	DIRECTOR	4.00	Director	$0	$0	$0
KAREN RICHARDSON	DIRECTOR	4.00	Director	$0	$0	$0
KIRSTEN WINIKOFF	DIRECTOR	4.00	Director	$0	$0	$0
MARK NEHORAY	DIRECTOR	4.00	Director	$0	$0	$0
PEGGY PROCTOR	DIRECTOR	4.00	Director	$0	$0	$0
VINCENT TRAVAGLIONE	DIRECTOR	4.00	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	$47,326,349	$47,080,651	$177,250,991	$245,698
2023	$49,490,920	$45,876,910	$169,874,564	$3,614,010
2022	$38,807,271	$40,029,794	$155,779,870	$-1,222,523
2021	$37,463,452	$37,561,008	$161,147,758	$-97,556
2020	$38,464,233	$37,455,066	$150,486,394	$1,009,167
2019	$38,930,821	$36,224,721	$152,492,338	$2,706,100
2018	$38,404,546	$35,747,442	$150,256,588	$2,657,104

THE BUCKLEY SCHOOL