MARIA SEYMOUR BROOKER MEMORIAL (EIN 060646712) - 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

1918

Legal Domicile

Principal Officer

CHRISTINA EMERY

Phone

8604891328

Tax Period

2023-07-01 to 2024-06-30

MARIA SEYMOUR BROOKER MEMORIAL, founded in 1918, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 46% operating margin.

Mission

THE MARIA SEYMOUR BROOKER MEMORIAL'S MISSION IS TO PREPARE CHILDREN FOR LIFE-LONG SUCCESS.

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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 $343,444

Program Service Revenue $1,713,272

Investment Income $3,422,325

Other Revenue $37,013

TOTAL REVENUE $5,516,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,868,007

Fundraising Expenses $0

Program Expenses $2,501,060

Other Expenses $1,120,766

TOTAL EXPENSES $2,988,773

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,516,054	$3,342,577	+0.7%
Expenses	$2,988,773	$2,833,639	+0.1%
Net Income	$2,527,281	$508,938	+4.0%

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

144

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

Key Employees

$205,726

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM J MARCHAND	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRENDA L DICARLO	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MILES C BORZILLERI	TREASURER	N/A	Officer Director	$0	$0	$0
EDWIN G BOOTH JR	SECRETARY	3.00	Officer Director	$0	$0	$0
JORGE BAUJIN	BOARD OF MAN	N/A	Director	$0	$0	$0
CHARLES V BEYER	BOARD OF MAN	N/A	Director	$0	$0	$0
JUSTIN GIAMPAOLO	BOARD OF MAN	N/A	Director	$0	$0	$0
MARIA GONZALEZ	BOARD OF MAN	N/A	Director	$0	$0	$0
AMY MARCHAND	BOARD OF MAN	N/A	Director	$0	$0	$0
DONNA MATTIELLO	BOARD OF MAN	N/A	Director	$0	$0	$0
MARGARET P RORABACK	BOARD OF MAN	N/A	Director	$0	$0	$0
CATHERINE ONEGLIA	BOARD OF MAN	N/A	Director	$0	$0	$0
ALAN TEMKIN	BOARD OF MAN	N/A	Director	$0	$0	$0
CATHLEEN M TODOR	BOARD OF MAN	N/A	Director	$0	$0	$0
TIM WALDRON	BOARD OF MAN	N/A	Director	$0	$0	$0
CATHY-LYNNE COYLE	FORMER EXEC.	40.00		$148,815	$0	$148,815
ARCHANA KARANKI	DENTAL DIREC	30.00	Key Emp	$205,726	$0	$205,726

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	$5,516,054	$2,988,773	$48,221,954	$2,527,281
2023	$3,342,577	$2,833,639	$44,956,923	$508,938
2022	$4,321,077	$2,578,149	$41,917,935	$1,742,928
2021	$4,073,782	$2,595,274	$43,568,457	$1,478,508
2021	$4,342,782	$2,595,274	$43,568,457	$1,747,508
2020	$1,882,656	$2,477,798	$35,443,433	$-595,142
2019	$2,616,793	$2,377,596	$36,285,373	$239,197
2018	$3,686,316	$2,411,563	$34,088,849	$1,274,753

MARIA SEYMOUR BROOKER MEMORIAL