BROOKWOOD SCHOOL INCORPORATED (EIN 042227413) - 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

1956

Legal Domicile

Principal Officer

JONATHAN BARTLETT

Phone

9785264500

Tax Period

2024-07-01 to 2025-06-30

BROOKWOOD SCHOOL INCORPORATED, founded in 1956, is a mid-sized nonprofit in the Education sector that reported $14.7M in total revenue in fiscal year 2024.

Mission

BROOKWOOD IS AN INDEPENDENT COED DAY SCHOOL FOR GRADES PRE KINDERGARTEN THROUGH EIGTH. BROOKWOOD'S MISSION IS TO FOSTER A JOYFUL COMMUNITY OF LIFELONG LEARNERS AND UPSTANDING GLOBAL CITIZENS WHO EMBRACE A CULTURE OF CURIOSITY, KINDNESS, & ACADEMIC ACCOMPLISHMENT.

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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 $1,257,853

Program Service Revenue $12,516,203

Investment Income $757,649

Other Revenue $128,066

TOTAL REVENUE $14,659,771

Expense Breakdown

Grants Paid $1,633,525

Salaries & Benefits $9,174,974

Fundraising Expenses $698,995

Program Expenses $11,498,211

Other Expenses $3,981,978

TOTAL EXPENSES $14,847,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,659,771	$13,664,173	+0.1%
Expenses	$14,847,977	$14,545,553	+0.0%
Net Income	$-188,206	$-881,380	-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

167

Volunteers

110

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

$525,571

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAVIN MCGRATH	BOARD CHAIR (AS OF 07/24)	2.00	Officer Director	$0	$0	$0
PETER CARR	VICE CHAIR (AS OF 07/24)	2.00	Officer Director	$0	$0	$0
MOLLY COOK	SECRETARY	2.00	Officer Director	$0	$0	$0
KATIE UMILE	TREASURER	2.00	Officer Director	$0	$0	$0
JON PAYSON	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
MEGHANN CARROLL	TRUSTEE	2.00	Director	$0	$0	$0
CATHERINE CREIGHTON	TRUSTEE	2.00	Director	$0	$0	$0
COURTNEY COWAN	TRUSTEE	2.00	Director	$0	$0	$0
GEORGES DYER	TRUSTEE	2.00	Director	$0	$0	$0
TREY EPPES	TRUSTEE	2.00	Director	$0	$0	$0
RENEE GOSLINE	TRUSTEE	2.00	Director	$0	$0	$0
TED JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM MCCONNEL IV	TRUSTEE	2.00	Director	$0	$0	$0
CHESSYE MOSELEY	TRUSTEE	2.00	Director	$0	$0	$0
QI OTT	TRUSTEE	2.00	Director	$0	$0	$0
BRETT PERRYMAN	TRUSTEE	2.00	Director	$0	$0	$0
NICOLE PLANTE	TRUSTEE	2.00	Director	$0	$0	$0
GEORGIA REATH	TRUSTEE	2.00	Director	$0	$0	$0
GINA WEISHAUPT	TRUSTEE	2.00	Director	$0	$0	$0
PETER WERNAU	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN R BARTLETT	HEAD OF SCHOOL	40.00	Officer	$289,474	$39,547	$329,021
LETITIA L HOWLAND	CHIEF FINANCIAL OFFICER	40.00	Officer	$170,329	$26,221	$196,550
MATTHEW DRAKE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$143,478	$32,482	$175,960
STACEY J WRIGHT	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$141,261	$53,948	$195,209
LINDSAY C MURPHY	DIRECTOR OF ADMISSIONS	40.00	Highest	$132,841	$27,679	$160,520
GINA MARCEL	HEAD OF LOWER SCHOOL	40.00	Highest	$124,900	$40,115	$165,015
LOUISE S JOHNSON	FORMER TEACHER	40.00	Highest	$123,382	$15,606	$138,988

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	$14,659,771	$14,847,977	$38,437,857	$-188,206
2024	No data	No data	No data	No data
2023	$12,159,227	$12,669,087	$29,447,979	$-509,860
2022	$11,857,598	$11,973,682	$29,699,291	$-116,084
2021	$12,669,241	$11,857,073	$33,301,700	$812,168
2020	$11,982,086	$13,733,064	$30,812,717	$-1,750,978
2019	$13,841,104	$14,521,838	$30,645,473	$-680,734

BROOKWOOD SCHOOL INCORPORATED