The Stony Brook School (EIN 116112414) - 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

1914

Legal Domicile

Phone

6319411560

Tax Period

2023-07-01 to 2024-06-30

The Stony Brook School, founded in 1914, is a mid-sized nonprofit that reported $31.3M in total revenue in fiscal year 2023. Expenses of $27.5M left a modest 12% surplus.

Mission

The Stony Brook School is an independent college preparatory school (grades 7-12).

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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 $4,513,617

Program Service Revenue $24,563,239

Investment Income $1,992,006

Other Revenue $204,237

TOTAL REVENUE $31,273,099

Expense Breakdown

Grants Paid $4,882,347

Salaries & Benefits $13,630,893

Fundraising Expenses $1,150,759

Program Expenses $24,682,142

Other Expenses $8,938,590

TOTAL EXPENSES $27,451,830

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,273,099	$30,802,525	+0.0%
Expenses	$27,451,830	$26,195,291	+0.0%
Net Income	$3,821,269	$4,607,234	-0.2%

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

211

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

$760,525

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bradley Kirk	Secretary	4.0	Officer Director	$0	$0	$0
Elaine M Kanas	Vice-Chairperson	4.0	Officer Director	$0	$0	$0
Ian Haynes	Treasurer	4.0	Officer Director	$0	$0	$0
S Michael Koh	President & Chairperson	4.0	Officer Director	$0	$0	$0
Bruce D Bohuny	Trustee	2.0	Director	$0	$0	$0
Bryan Cho	Trustee	2.0	Director	$0	$0	$0
Christine Kang	Trustee (part year)	2.0	Director	$0	$0	$0
Christopher Levy	Trustee	2.0	Director	$0	$0	$0
Jaime Turton	Trustee	2.0	Director	$0	$0	$0
Jeff Brett	Trustee	2.0	Director	$0	$0	$0
Lynn Swaner	Trustee	2.0	Director	$0	$0	$0
Pauline W Coty III	Trustee	2.0	Director	$0	$0	$0
Sharon A Bottomley	Trustee	2.0	Director	$0	$0	$0
Wendelyne Horst Murphy	Trustee	2.0	Director	$0	$0	$0
Joshua Crane	Head of School	60.0	Officer	$388,110	$133,550	$521,660
Pauline W Berol	CFO / Asst. Treasurer	50.0	Officer	$160,109	$78,756	$238,865
Alyssa Orrantia	Dir. of Admissions & Fin'l Aid-Gravitas	40.0	Highest	$107,158	$19,537	$126,695
Gregory Singleman	Asst. Director of Facilities	40.0	Highest	$107,260	$19,531	$126,791
Luke Heywood	Director of Admission	50.0	Highest	$139,461	$76,967	$216,428
Sean Riley	Executive Director of Gravitas	50.0	Highest	$125,554	$75,917	$201,471
Will Lingle	Assistant Head of School	50.0	Highest	$136,358	$76,959	$213,317

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	$31,273,099	$27,451,830	$73,811,084	$3,821,269
2023	$30,802,525	$26,195,291	$68,691,469	$4,607,234
2022	$32,196,393	$24,496,203	$79,193,763	$7,700,190
2021	$28,778,186	$22,404,284	$75,204,445	$6,373,902
2020	$22,686,021	$20,142,114	$64,418,387	$2,543,907
2019	$22,516,312	$19,738,986	$62,837,262	$2,777,326
2019	$22,516,312	$19,738,986	$62,837,262	$2,777,326
2018	$20,088,342	$18,771,101	$59,019,139	$1,317,241

The Stony Brook School