BRANDON HALL SCHOOL INC (EIN 237304956) - 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

1959

Legal Domicile

Principal Officer

KAREN WHITE

Phone

7703948177

Tax Period

2023-08-01 to 2024-07-31

BRANDON HALL SCHOOL INC, founded in 1959, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.5M, a strong 87% operating margin.

Mission

THE BRANDON HALL SCHOOL, INC. IS AN INDEPENDENT, NONPROFIT, NONSECTARIAN, PRE-COLLEGE PREPARATORY, COEDUCATIONAL DAY AND BOYS AND GIRLS BOARDING SCHOOL.

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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 $0

Program Service Revenue $0

Investment Income $6,328,273

Other Revenue $0

TOTAL REVENUE $6,328,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $805,455

TOTAL EXPENSES $805,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,328,273	$4,256,684	+0.5%
Expenses	$805,455	$6,493,894	-0.9%
Net Income	$5,522,818	$-2,237,210	-3.5%

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

N/A

Independent Members

N/A

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

$223,241

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Zoe Hauser	Interim Head of School	Officer	$84,590	$0	$84,590
Johnny Green	COO/CFO	Officer	$76,815	$2,693	$79,508
Justin Ryder	assistant head of school	Officer	$56,519	$2,624	$59,143
Karen White	BOARD CHAIR	Director	$0	$0	$0
John Marshall	VICE CHAIR	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
2024	$6,328,273	$805,455	No data	$5,522,818
2023	$4,256,684	$6,493,894	$1,855,233	$-2,237,210
2022	$6,729,402	$6,942,971	$3,296,785	$-213,569
2021	$6,284,090	$6,199,048	$3,795,273	$85,042
2020	$6,884,869	$6,876,896	$3,608,876	$7,973
2019	$7,272,294	$8,358,416	$3,793,570	$-1,086,122

BRANDON HALL SCHOOL INC