ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL (EIN 042108341) - 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

1937

Legal Domicile

Principal Officer

ANDREW C CHASE

Phone

4137747411

Tax Period

2024-07-01 to 2025-06-30

ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL, founded in 1937, is a mid-sized nonprofit in the Education sector that reported $39.5M in total revenue in fiscal year 2024. The organization ran a surplus of $10.3M, a strong 26% operating margin.

Mission

EAGLEBROOK IS A SCHOOL FOR BOYS IN THE 6TH, 7TH, 8TH, AND 9TH GRADES. IN A WARM, CARING, STRUCTURED ATMOSPHERE, BOYS LEARN MORE THAN THEY EVER THOUGHT POSSIBLE, DISCOVER INNER RESOURCES, DEVELOP SELF-CONFIDENCE, AND HAVE FUN ALONG THE WAY. EAGLEBROOK WELCOMES BOYS OF ANY RACE, COLOR, NATIONALITY, SEXUAL ORIENTATION, RELIGION, AND ALL SHARE THE SAME PRIVILEGES AND DUTIES.

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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 $14,475,303

Program Service Revenue $20,235,106

Investment Income $4,581,889

Other Revenue $172,179

TOTAL REVENUE $39,464,477

Expense Breakdown

Grants Paid $2,717,164

Salaries & Benefits $14,404,875

Fundraising Expenses $1,269,979

Program Expenses $22,378,248

Other Expenses $12,013,064

TOTAL EXPENSES $29,135,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,464,477	$37,648,132	+0.0%
Expenses	$29,135,103	$28,149,795	+0.0%
Net Income	$10,329,374	$9,498,337	+0.1%

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

241

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

$897,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON GRENZKE	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
DOUGLAS BRAFF	BOARD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
REGINA ROCKEFELLER	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
STEPHEN BARTLETT	TRUSTEE	2.00	Director	$0	$0	$0
DARYL BYRD	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES CAHN	TRUSTEE	2.00	Director	$0	$0	$0
ALEX CHA	TRUSTEE	2.00	Director	$0	$0	$0
FROST COCHRAN	TRUSTEE	2.00	Director	$0	$0	$0
JARED DERMOT	TRUSTEE	2.00	Director	$0	$0	$0
KATHY ELKINS	TRUSTEE (UNTIL 4/25)	2.00	Director	$0	$0	$0
FREDERICK FRIEDMAN	TRUSTEE	2.00	Director	$0	$0	$0
STACEY HILDEBRANDT	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS JAROCH	TRUSTEE	2.00	Director	$0	$0	$0
PAIGE JERNIGAN	TRUSTEE (UNTIL 10/24)	2.00	Director	$0	$0	$0
CHRISTOPHER KEBER	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER LANNING	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK MAHONEY	TRUSTEE	2.00	Director	$0	$0	$0
PETER MCKILLOP	TRUSTEE	2.00	Director	$0	$0	$0
PRESCOTT MILLER	TRUSTEE	2.00	Director	$0	$0	$0
JON MURCHINSON	TRUSTEE	2.00	Director	$0	$0	$0
JAMES NEARY	TRUSTEE	2.00	Director	$0	$0	$0
FRANK NELSON	TRUSTEE	2.00	Director	$0	$0	$0
SALVADORE NEME	TRUSTEE	2.00	Director	$0	$0	$0
TROUP PARKINSON	TRUSTEE	2.00	Director	$0	$0	$0
GREGG RENFREW	TRUSTEE	2.00	Director	$0	$0	$0
STEVEN ROCKWELL	TRUSTEE	2.00	Director	$0	$0	$0
NED ROSENMAN	TRUSTEE	2.00	Director	$0	$0	$0
JAMES SCHAEFER	TRUSTEE	2.00	Director	$0	$0	$0
WESLEY SEIFER	TRUSTEE	2.00	Director	$0	$0	$0
SHA SHA	TRUSTEE	2.00	Director	$0	$0	$0
DAVID SPECTOR	TRUSTEE	2.00	Director	$0	$0	$0
DR ERIC TAYLOR	TRUSTEE	2.00	Director	$0	$0	$0
JUDSON TRAPHAGEN	TRUSTEE	2.00	Director	$0	$0	$0
WENDY VAN EPPS	TRUSTEE	2.00	Director	$0	$0	$0
LUCAS VAN PRAAG	TRUSTEE	2.00	Director	$0	$0	$0
MARK WATSON	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN WENDLE	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW CHASE	HEAD OF SCHOOL, CEO	50.00	Officer	$436,470	$97,433	$533,903
ERIC MALLOY	CFO, SECRETARY	50.00	Officer	$286,330	$77,203	$363,533
WESLEY SMITH	DIRECTOR OF PHYSICAL PLANT & PROJECT	40.00	Highest	$178,734	$52,372	$231,106
SHAPLEIGH LAPOINTE	ASSISTANT HEAD OF SCHOOL AND DEAN OF	40.00	Highest	$131,465	$28,086	$159,551
SCHUYLER BOGEL	DIRECTOR OF ADVANCEMENT	40.00	Highest	$137,663	$31,152	$168,815
DAVID GAGNON	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$126,896	$21,072	$147,968
PAUL CYR-MUTTY	MASTER TEACHER	40.00	Highest	$124,826	$20,456	$145,282

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	$39,464,477	$29,135,103	$269,963,414	$10,329,374
2024	No data	No data	No data	No data
2023	$34,185,238	$25,458,354	$229,056,845	$8,726,884
2022	$33,875,690	$24,853,796	$217,680,718	$9,021,894
2021	$30,492,764	$24,028,244	$229,779,996	$6,464,520
2020	$27,083,491	$22,478,480	$194,228,192	$4,605,011
2019	$24,492,044	$22,638,682	$194,063,805	$1,853,362
2018	$27,939,464	$21,386,385	$190,483,042	$6,553,079

ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL