THE BROOKWOOD SCHOOL (EIN 161499695) - 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

1996

Legal Domicile

Principal Officer

PETE IORIZZO

Phone

6075474060

Tax Period

2024-07-01 to 2025-06-30

THE BROOKWOOD SCHOOL, founded in 1996, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Net assets of $2.4M represent 26 months of operating reserves.

Mission

The Brookwood School prepares children to be confident, competent learners and good citizens in the community through a program and environment that fosters their development.

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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 $92,260

Program Service Revenue $944,466

Investment Income $41,994

Other Revenue $15,056

TOTAL REVENUE $1,093,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $872,720

Fundraising Expenses $3,483

Program Expenses $934,423

Other Expenses $274,874

TOTAL EXPENSES $1,147,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,093,776	$1,276,840	-0.1%
Expenses	$1,147,594	$1,299,701	-0.1%
Net Income	$-53,818	$-22,861	+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

$49,809

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA MEININGER	Executive Dir.	35.00	Officer	$49,809	$0	$49,809
PETE IORIZZO	President	5.00	Officer Director	$0	$0	$0
HILARI HEAD-DYKSTRA	Trustee	2.00	Director	$0	$0	$0
MARY CLARE ROBERTS	Secretary	2.00	Officer Director	$0	$0	$0
JOSHUA GREENMAN	Trustee	2.00	Director	$0	$0	$0
NINA MULLANEY	Vice President	2.00	Officer Director	$0	$0	$0
KYLE LINER	Treasurer	2.00	Officer Director	$0	$0	$0

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	$1,093,776	$1,147,594	$2,591,190	$-53,818
2024	$1,276,840	$1,299,701	$2,705,112	$-22,861
2023	$1,239,089	$1,168,748	$2,717,884	$70,341
2022	$1,057,613	$1,070,159	$2,732,422	$-12,546
2021	$977,300	$861,636	$2,714,326	$115,664
2020	$745,857	$900,189	$2,655,516	$-154,332
2019	$1,080,806	$1,100,639	$2,791,602	$-19,833

THE BROOKWOOD SCHOOL