BROOKS SCHOOL (EIN 042130844) - 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

1926

Legal Domicile

Principal Officer

JOHN PACKARD

Phone

9787256300

Tax Period

2023-07-01 to 2024-06-30

BROOKS SCHOOL, founded in 1926, is a mid-sized nonprofit in the Education sector that reported $38.4M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $168.1M represent 53 months of operating reserves.

Mission

BROOKS SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT SEEKS TO PROVIDE THE MOST MEANINGFUL EDUCATIONAL EXPERIENCE OUR STUDENTS WILL HAVE IN THEIR LIVES.

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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 $6,216,684

Program Service Revenue $27,225,063

Investment Income $4,026,701

Other Revenue $937,325

TOTAL REVENUE $38,405,773

Expense Breakdown

Grants Paid $6,886,100

Salaries & Benefits $16,916,076

Fundraising Expenses $1,753,808

Program Expenses $32,077,236

Other Expenses $17,044,891

TOTAL EXPENSES $40,847,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,405,773	$42,737,394	-0.1%
Expenses	$40,847,067	$38,821,255	+0.1%
Net Income	$-2,441,294	$3,916,139	-1.6%

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

356

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

$938,310

Total Directors

$578,481

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN R PACKARD JR	HEAD OF SCHOOL	50.00	Officer Director	$468,417	$110,064	$578,481
JOHN R BARKER	PRESIDENT	2.00	Officer Director	$0	$0	$0
CRISTINA E ANTELO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
WHITNEY ROMOSER SAVIGNANO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CRAIG J ZIADY	SECRETARY	2.00	Officer Director	$0	$0	$0
VALENTINE HOLLINGSWORTH III	TREASURER	2.00	Officer Director	$0	$0	$0
PETER J CALDWELL	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES F CORNISH	TRUSTEE	2.00	Director	$0	$0	$0
CATALINA DIB	TRUSTEE	2.00	Director	$0	$0	$0
PETER VK DOYLE	TRUSTEE	2.00	Director	$0	$0	$0
CHERYL M DUCKWORTH	TRUSTEE	2.00	Director	$0	$0	$0
ANTHONY H EVERETS	TRUSTEE	2.00	Director	$0	$0	$0
NANCY C FERRY	TRUSTEE	2.00	Director	$0	$0	$0
PHILLIP W FIELD	TRUSTEE	2.00	Director	$0	$0	$0
JULIA SALTONSTALL HALEY	TRUSTEE	2.00	Director	$0	$0	$0
PAUL L HALLINGBY	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN R HENDRICKSON	TRUSTEE	2.00	Director	$0	$0	$0
BOOTH D KYLE	TRUSTEE	2.00	Director	$0	$0	$0
DIANA MERRIAM	TRUSTEE	2.00	Director	$0	$0	$0
SALLY T MILLIKEN	TRUSTEE	2.00	Director	$0	$0	$0
SUNIT MUKHERJEE	TRUSTEE	2.00	Director	$0	$0	$0
VIVEK SHARMA	TRUSTEE	2.00	Director	$0	$0	$0
JULIANE GARDNER SPENCER	TRUSTEE	2.00	Director	$0	$0	$0
ISABELLA SPEAKMAN TIMON	TRUSTEE	2.00	Director	$0	$0	$0
ALESSANDRO F UZIELLI	TRUSTEE	2.00	Director	$0	$0	$0
MEREDITH M VERDONE	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER T WOODS	TRUSTEE	2.00	Director	$0	$0	$0
PAUL GRIFFIN	CHIEF FINANCIAL OFFICER	50.00	Officer	$298,637	$61,192	$359,829
GAGE DOBBINS	DIR. OF INSTITUTIONAL ADVANCEMENT	50.00	Highest	$211,011	$88,260	$299,271
NINA HANLON	ASSISTANT HEAD OF SCHOOL	50.00	Highest	$189,461	$87,898	$277,359
SUSANNA WATERS	ASSOC. HEAD OF SCHOOL FOR ACADEMICS	50.00	Highest	$164,713	$47,868	$212,581
JO-ANN BEVIS	DIR. OF FIN. OPERATIONS/CONTROLLER	50.00	Highest	$147,155	$50,817	$197,972
ELIZABETH MARTIN	DIRECTOR OF FACILITIES AND PLANNING	50.00	Highest	$142,452	$47,309	$189,761

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	$38,405,773	$40,847,067	$218,172,626	$-2,441,294
2023	$42,737,394	$38,821,255	$210,365,049	$3,916,139
2022	$37,193,964	$35,771,300	$196,716,400	$1,422,664
2021	$35,395,118	$33,421,170	$203,514,753	$1,973,948
2020	$32,879,398	$33,131,412	$182,132,307	$-252,014
2019	$29,772,441	$34,908,206	$190,357,707	$-5,135,765
2018	$33,393,919	$31,945,230	$189,371,603	$1,448,689

BROOKS SCHOOL