BROOKLINE EDUCATION FOUNDATION

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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

1981

Legal Domicile

Principal Officer

KIM BARNUM

Phone

6172323846

Tax Period

2024-07-01 to 2025-06-30

BROOKLINE EDUCATION FOUNDATION, founded in 1981, is a small nonprofit in the Education sector that reported $520K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $475K left a modest 9% surplus.

Mission

THE BROOKLINE EDUCATION FOUNDATION IS A NONPROFIT ORGANIZATION DEDICATED TO PRESERVING BROOKLINE'S COMMITMENT TO EXCELLENCE IN PUBLIC EDUCATION. THE FOUNDATION RAISES PRIVATE FUNDS TO SUPPORT INNOVATIVE TEACHING, ADMINISTRATIVE LEADERSHIP, PROFESSIONAL DEVELOPMENT AND COMMUNITY PARTICIPATION IN SCHOOLS. SUPPORTERS AND DONORS INCLUDE PARENTS, CITIZENS, AND BUSINESSES WHO SHARE THE BELIEF THAT STRONG PUBLIC SCHOOLS ARE ESSENTIAL TO THE QUALITY OF LIFE AND FUTURE WELL-BEING OF THE TOWN. THE FOUNDATION WORKS CLOSELY WITH THE BROOKLINE SCHOOL DEPARTMENT TO IDENTIFY NEEDS AND OPPORTUNTIES IN AN EFFORT TO MAKE A DIFFERENCE TO STUDENTS AND TEACHERS.

Program Service Accomplishments

Program 1

Expenses: $344,365

THE FOUNDATION IS DEDICATED TO PRESERVING BROOKLINE'S COMMITMENT TO EXCELLENCE IN PUBLIC EDUCATION. FOUNDATION FUNDS ARE USED TO SUPPORT PROFESSIONAL DEVELOPMENT ACTIVITIES FOR TEACHERS AND...

THE FOUNDATION IS DEDICATED TO PRESERVING BROOKLINE'S COMMITMENT TO EXCELLENCE IN PUBLIC EDUCATION. FOUNDATION FUNDS ARE USED TO SUPPORT PROFESSIONAL DEVELOPMENT ACTIVITIES FOR TEACHERS AND ADMINISTRATORS TO SUPPORT SYSTEM WIDE INITIATIVES THAT SUPPORT THE SYSTEM AS A WHOLE.

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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 $318,400

Program Service Revenue $0

Investment Income $196,131

Other Revenue $5,014

TOTAL REVENUE $519,545

Expense Breakdown

Grants Paid $238,021

Salaries & Benefits $129,845

Fundraising Expenses $40,770

Program Expenses $344,365

Other Expenses $107,444

TOTAL EXPENSES $475,310

Year-over-Year Comparison

	2024	2023	Change
Revenue	$519,545	$438,894	+0.2%
Expenses	$475,310	$551,334	-0.1%
Net Income	$44,235	$-112,440	-1.4%

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

$66,281

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ROTHSTEIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALAN KURD	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER AMIGONE	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN PERRAS	DIRECTOR	1.00	Director	$0	$0	$0
GAVIN ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN ARNOLD	VICE PRESIDENT COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
CRYSTAL CHANG	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA FLAHERTY	DIRECTOR	1.00	Director	$0	$0	$0
BETH GILLIGAN	VICE PRESIDENT FUNDRAISING	2.00	Officer Director	$0	$0	$0
PETIA LOUKOVA	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE OTOOLE	DIRECTOR	1.00	Director	$0	$0	$0
DIANE POKORNY WILSON	DIRECTOR	1.00	Director	$0	$0	$0
CATHLEEN SCHOEN	DIRECTOR	1.00	Director	$0	$0	$0
KATE WEEKS	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD SHEN	DIRECTOR	1.00	Director	$0	$0	$0
JELENA MANN	DIRECTOR	1.00	Director	$0	$0	$0
ERIN MEYER	DIRECTOR	1.00	Director	$0	$0	$0
LEENA MITTAL	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MUND	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA ARNOLD	DIRECTOR	1.00	Director	$0	$0	$0
LEO CAI	DIRECTOR	1.00	Director	$0	$0	$0
IRINA ANGHEL-ENESCU	DIRECTOR	1.00	Director	$0	$0	$0
LEAH HARSFIELD	DIRECTOR	1.00	Director	$0	$0	$0
SUZY HENDRIKSEN	DIRECTOR	1.00	Director	$0	$0	$0
CHIMA IKONNE	DIRECTOR	1.00	Director	$0	$0	$0
DWIGHT MATHIS	DIRECTOR	1.00	Director	$0	$0	$0
LEAKHENA SCHECHTER	DIRECTOR	1.00	Director	$0	$0	$0
LISA SEARS	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH SIMONS	DIRECTOR	1.00	Director	$0	$0	$0
NEDA TOLOUE	DIRECTOR	1.00	Director	$0	$0	$0
DIONNE GRAHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
ELIZABETH ASCOLI	EXECUTIVE DIRECTOR	35.00	Officer	$3,281	$0	$3,281
KIM BARNUM	EXECUTIVE DIRECTOR	35.00	Officer	$63,000	$0	$63,000

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	$519,545	$475,310	$3,122,894	$44,235
2024	$438,894	$551,334	$2,982,020	$-112,440
2023	$472,255	$481,035	$2,836,318	$-8,780
2022	$582,315	$431,944	$2,738,472	$150,371
2021	$510,406	$388,068	$3,141,345	$122,338
2020	$543,476	$460,646	$2,635,628	$82,830
2019	$602,557	$424,076	$2,487,147	$178,481
2018	$771,823	$419,435	$2,258,481	$352,388