Burgundy Farm Country Day School Inc

Nonprofit profile at a glance

EIN
540540100
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2022
Location
Alexandria, VA, USA
Phone
7039603431
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Primary, Elementary Schools

Official website

Reported finances

Revenue
$14,588,603
Expenses
$14,539,501
Assets
$35,140,900
Liabilities
$15,888,502

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • JANE HYATT THORPE (PRESIDENT)
  • AUDREY DREIBELBIS (VICE PRESIDENT)

Highest reported compensation

  • JEFFREY R SINDLER (HEAD OF SCHOOL): $296,038 total reported compensation
  • KATHY MILLER (DIRECTOR OF FINANCE): $216,540 total reported compensation
  • JARED GIVARZ (MIDDLE SCHOOL HEAD): $166,612 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Burgundy farm country day school (the school) operates as an independent school providing formal education as well as extended day care and a summer day camp at its campus in alexandria, Virginia. At our burgundy center for wildlife studies campus in West Virginia we provide school programs and residential summer camp programs to students in junior kindergarten through eighth grade. The school seeks to empower its students to become thinking, informed, committed, creative individuals who will contribute to all levels of society, from their family and school class to their community and nation.

What it reported doing in 2024

Plant: this includes the school's costs for operating its main school campus in alexandria, Virginia and its campus in West Virginia.

Operating model

Revenue model
Earned-program. 91% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 82% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 79
  • Accountability: 95
  • Sustainability: 43
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.7%; rating input score 75
  • Program expense ratio: 75.4%; rating input score 75
  • Fundraising efficiency: $1.57 raised per $1 spent on fundraising; rating input score 5; 5th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.3%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 2.42; rating input score 68; 68th percentile among comparable filings
  • Liabilities to assets ratio: 0.45; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 8.6%; rating input score 27; 27th percentile among comparable filings

Growth

  • Program expense growth: 4.1% per year; rating input score 100; 34th percentile among comparable filings
  • Revenue growth: 3.9% per year; rating input score 100; 33rd percentile among comparable filings
  • Asset growth: 8.9% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 74.7% of revenue deployed · 75.4% of spending went to programs
  • Governance: 17 of 17 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $11M in reported program spending
  • Leadership: top reported pay $296K · 24 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $908K reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 5/100.
  • Moderate — Sustainability: Operating margin scored 34/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 27/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.