Civic Intelligence

Westchester Country Day School Endowment

EIN 58-1518268 • 501(c)3 • High Point, NC

Profile

The organization provides support for westchester country day school, an independent pk-12 educational institution.

2045 N Old Greensboro RoadHigh Point, NC 27265

www.westchestercds.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-74%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,405,884

Up $222,732 (+7.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,405,884

Up $222,732 (+7.0%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin4th percentile

Revenue

Down

$80,182

Down $389,216 (-83%) from 2023

Expenses

Down

$139,520

Down $15,676 (-10%) from 2023

Net Income

Down

-$59,338

Down $373,540 (-119%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,545,553Liabilities 2011: $2,628Net Assets 2011: $3,542,9252011Assets 2012: $2,960,235Liabilities 2012: $0Net Assets 2012: $2,960,2352012Assets 2013: $2,896,351Liabilities 2013: $0Net Assets 2013: $2,896,3512013Assets 2014: $2,807,175Liabilities 2014: $0Net Assets 2014: $2,807,1752014Assets 2015: $2,814,006Liabilities 2015: $0Net Assets 2015: $2,814,0062015Assets 2016: $2,691,228Liabilities 2016: $0Net Assets 2016: $2,691,2282016Assets 2017: $2,760,808Liabilities 2017: $0Net Assets 2017: $2,760,8082017Assets 2018: $2,773,350Liabilities 2018: $0Net Assets 2018: $2,773,3502018Assets 2019: $2,786,514Liabilities 2019: $0Net Assets 2019: $2,786,5142019Assets 2020: $2,760,138Liabilities 2020: $0Net Assets 2020: $2,760,1382020Assets 2021: $3,374,635Liabilities 2021: $0Net Assets 2021: $3,374,6352021Assets 2022: $2,761,607Liabilities 2022: $0Net Assets 2022: $2,761,6072022Assets 2023: $3,183,152Liabilities 2023: $0Net Assets 2023: $3,183,1522023Assets 2024: $3,405,884Liabilities 2024: $0Net Assets 2024: $3,405,8842024

Highlighted filing

2024

Assets$3,405,884
Liabilities$0
Net Assets$3,405,884
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $600,647Expenses 2011: $214,334Net Income 2011: $386,3132011Revenue 2012: -$59,907Expenses 2012: $525,411Net Income 2012: -$585,3182012Revenue 2013: $234,822Expenses 2013: $296,079Net Income 2013: -$61,2572013Revenue 2014: $345,024Expenses 2014: $434,202Net Income 2014: -$89,1782014Revenue 2015: $54,934Expenses 2015: $48,103Net Income 2015: $6,8312015Revenue 2016: $5,100Expenses 2016: $127,877Net Income 2016: -$122,7772016Revenue 2017: $229,986Expenses 2017: $156,797Net Income 2017: $73,1892017Revenue 2018: $116,394Expenses 2018: $141,933Net Income 2018: -$25,5392018Revenue 2019: $154,776Expenses 2019: $141,611Net Income 2019: $13,1652019Revenue 2020: $112,384Expenses 2020: $138,761Net Income 2020: -$26,3772020Revenue 2021: $755,860Expenses 2021: $141,363Net Income 2021: $614,4972021Revenue 2022: $198,496Expenses 2022: $153,174Net Income 2022: $45,3222022Revenue 2023: $469,398Expenses 2023: $155,196Net Income 2023: $314,2022023Revenue 2024: $80,182Expenses 2024: $139,520Net Income 2024: -$59,3382024

Highlighted filing

2024

Revenue$80,182
Expenses$139,520
Net Income-$59,338
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,405,884
Liabilities
$0
Net assets
$3,405,884
Revenue
$80,182
Expenses
$139,520
Net income
-$59,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.08$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.47$0.16$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.20$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.76$0.14$0.61
2020Summary only. Only limited summary data is available for this year.$2.76$0.00$2.76$0.11$0.14$0.03
2019Summary only. Only limited summary data is available for this year.$2.79$0.00$2.79$0.15$0.14$0.01
2018Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$0.12$0.14$0.03
2017Summary only. Only limited summary data is available for this year.$2.76$0.00$2.76$0.23$0.16$0.07
2016Summary only. Only limited summary data is available for this year.$2.69$0.00$2.69$0.01$0.13$0.12
2015Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.05$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.35$0.43$0.09
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.23$0.30$0.06
2012Summary only. Only limited summary data is available for this year.$2.96$0.00$2.96$0.06$0.53$0.59
2011Summary only. Only limited summary data is available for this year.$3.55$0.00$3.54$0.60$0.21$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$299,952
Mission and Program Overview

Mission

The organization provides support for westchester country day school, an independent pk-12 educational institution.

Support operations and provide scholarships for Westchester Country Day School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,183,152$3,405,884▲ $222,732
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,183,152$3,405,884▲ $222,732
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,446,789$2,596,241▲ $149,452
Net Assets With Donor Restrictions$736,363$809,643▲ $73,280
Total Net Assets Fund Balance$3,183,152$3,405,884▲ $222,732
Total Liabilities and Net Assets / Fund Balance$3,183,152$3,405,884▲ $222,732

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,183,152$0▲ $362,252$0$3,405,884
2022$2,761,607$359,690▲ $217,051$0$3,183,152
2021$3,374,635$27,723▼ $445,841$0$2,761,607
2020$2,760,138$156,560▲ $599,300$0$3,374,635
2019$2,786,514$0▲ $112,385$0$2,760,138
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Greg YorkBoard Chair
Braden CovingtonBoard Member
Doug MuirBoard Member
Laurie BriggsBoard Member
Terry SeaksBoard Member
Tom Van DesselBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,182
Other Revenue
$0
Change in Net Assets
$-59,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$114,530
Other Expenses$24,990
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,530--$114,530
Fees for Service Investment Mgmnt Fees-$24,990-$24,990
Total Functional Expenses$114,530$24,990$0$139,520
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westchester Country Day School IncHigh Point, NC501(c)3Educational Mission$114,530
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Chief Financial Officer reviews Form 990 after preparation. The Treasurer of the Board completes a second review of Form 990 prior to filing with IRS.”

Form 990, Part VI, Line 19 Required documents available to the public

“The referenced documents are kept in the Business Office and are available upon request. An appointment can be scheduled to review the documents at 2045 N. Old Greensboro Road, High Point, NC 27265.”

Filing and Contact Details

Filer

Filer Name
Westchester Country Day School Endowment
EIN
58-1518268
Phone
3368692128
Address
2045 N Old Greensboro Road, High Point, NC 27265

Signing Officer

Name
Penny Rowe
Title
Chief Financial Officer
Phone
3368692128
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Forvis Mazars LLP
Address
4161 Piedmont Parkway Suite 310, Greensboro, NC 27410
Preparer
Brian Doud
Phone
3368895156
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization did not change the process from the prior year.”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The organization's endowments are designated to provide program and scholarship funds for Westchester Country Day School, Inc.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The organization is exempt from federal income taxes under Section 501(C)(3) of the Internal Revenue Code; Accordingly, the financial statements do not reflect a liability for federal and state income taxes. The organization has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2024 and 2023.”

Raw XML AppendixShowing 400 of 446 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supported organization, Westchester Country Day School, appoints at least one board member of the supporting organization. The board members of the supported organization maintain a close and continuous working relationship with the board members of the supporting organization. As a result, the supported organization directly influences policies and decisions of the supporting organization related to the grant-making process and to the use of the supporting organization's income and assets.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The organization provides funding for operations and required scholarships of the supported organization, Westchester Country Day School.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization's endowments are designated to provide program and scholarship funds for Westchester Country Day School, Inc.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The organization is exempt from federal income taxes under Section 501(C)(3) of the Internal Revenue Code; Accordingly, the financial statements do not reflect a liability for federal and state income taxes. The organization has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2024 and 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.1496
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0114530
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational Mission
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Westchester Country Day School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0560891598
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02045 North Old Greensboro Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0High Point
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027265
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A financial update of the receiving organization is presented and discussed at the Westchester Country Day School Endowment board meeting.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Chief Financial Officer reviews Form 990 after preparation. The Treasurer of the Board completes a second review of Form 990 prior to filing with IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The referenced documents are kept in the Business Office and are available upon request. An appointment can be scheduled to review the documents at 2045 N. Old Greensboro Road, High Point, NC 27265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization did not change the process from the prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2c
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Westchester Country Day School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560891598
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02045 N Old Greensboro Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0High Point
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