NASHOBA BROOKS SCHOOL OF CONCORD INC (EIN 042103947) - 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

1953

Legal Domicile

Principal Officer

Danielle Heard

Phone

9783694591

Tax Period

2024-07-01 to 2025-06-30

NASHOBA BROOKS SCHOOL OF CONCORD INC, founded in 1953, is a mid-sized nonprofit in the Education sector that reported $12.2M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $27.8M represent 27 months of operating reserves.

Mission

NASHOBA BROOKS SCHOOL EDUCATES CHILDREN FOR A LIFE OF CONTINUOUS LEARNING, ACCOMPLISHMENT, AND LEADERSHIP IN A DIVERSE AND CHANGING WORLD. THE SCHOOL NURTURES STUDENTS' TALENTS AND CHARACTER, WHILE FOSTERING THE DEVELOPMENT OF EACH CHILD'S PERSONAL EXCELLENCE IN ACADEMICS, ATHLETICS AND THE ARTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,352,527

Program Service Revenue $9,291,001

Investment Income $449,646

Other Revenue $133,529

TOTAL REVENUE $12,226,703

Expense Breakdown

Grants Paid $1,563,994

Salaries & Benefits $7,740,780

Fundraising Expenses $606,453

Program Expenses $9,270,005

Other Expenses $3,285,229

TOTAL EXPENSES $12,590,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,226,703	$9,871,954	+0.2%
Expenses	$12,590,003	$12,217,888	+0.0%
Net Income	$-363,300	$-2,345,934	-0.8%

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

Volunteers

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

Total Directors

$431,530

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE HEARD	Trustee	50.00	Director	$407,000	$24,530	$431,530
STEPHEN MCKEOWN	DIR OF OPERATIONS	40.00		$134,142	$24,930	$159,072
KAITLYN MCHUGH	ASST HEAD OF MID	40.00		$130,788	$8,847	$139,635
JEVAN JAMMAL	DIR OF DEVELOPMENT	40.00		$126,745	$9,238	$135,983
KERRY STEVENS	DIR OF ADMISSIONS	40.00		$117,359	$10,389	$127,748
MICHAEL FAY	Trustee	4.00	Director	$0	$0	$0
ELIZABETH GARONZIK	Trustee	4.00	Director	$0	$0	$0
ANNE ELTON	President	4.00	Officer Director	$0	$0	$0
GARY BROBERG	Trustee	4.00	Director	$0	$0	$0
JESSICA FRENCH	Trustee	4.00	Director	$0	$0	$0
CONOR SHAPIRO	Vice President	4.00	Officer Director	$0	$0	$0
ERICA COHEN	Trustee	4.00	Director	$0	$0	$0
KIRSTEN KESTER	Treasurer	4.00	Officer Director	$0	$0	$0
SARAH KHETANI	Secretary	4.00	Officer Director	$0	$0	$0
AGNES LUBEGA	Trustee	4.00	Director	$0	$0	$0
LYDIA NAPOLI	Trustee	4.00	Director	$0	$0	$0
JOHN MORIARTY	TRUSTEE EMERITU	4.00	Director	$0	$0	$0
FRANK PANACCIO	Trustee	4.00	Director	$0	$0	$0
CHERYL KIRKMAN	Trustee	4.00	Director	$0	$0	$0
KATE GRAHAM	GOVERN CHAIR	4.00	Officer Director	$0	$0	$0
ALICE FLINT	TRUSTEE EMERITU	4.00	Director	$0	$0	$0
W CARL KESTER	TRUSTEE EMERITU	4.00	Director	$0	$0	$0
MATT BOGER	Trustee	4.00	Director	$0	$0	$0
SOPHIE ROBART	Trustee	4.00	Director	$0	$0	$0
JASON ROBART	TRUSTEE EMERITU	4.00	Director	$0	$0	$0
ALYS REYNDERS	Trustee	4.00	Director	$0	$0	$0
MEGAN PASQUINA	Trustee	4.00	Director	$0	$0	$0
RICARDO RODRIGUEZ	Trustee	4.00	Director	$0	$0	$0
EUGENE SOLTES	Trustee	4.00	Officer 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	$12,226,703	$12,590,003	$35,466,423	$-363,300
2024	$9,871,954	$12,217,888	$33,975,686	$-2,345,934
2023	$9,807,299	$11,426,958	$33,706,685	$-1,619,659
2022	$10,867,224	$12,055,687	$34,636,415	$-1,188,463
2021	$11,517,801	$11,887,124	$38,523,641	$-369,323
2020	$11,738,957	$12,288,074	$35,746,255	$-549,117
2019	$16,840,202	$12,285,764	$36,919,056	$4,554,438

NASHOBA BROOKS SCHOOL OF CONCORD INC