MIDDLEBRIDGE SCHOOL INC

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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

2008

Legal Domicile

Principal Officer

JOHN KAUFMAN

Phone

4017880800

Tax Period

2023-07-01 to 2024-06-30

MIDDLEBRIDGE SCHOOL INC, founded in 2008, is a community nonprofit in the Education sector that reported $9.1M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $7.9M left a modest 13% surplus.

Mission

TO PROVIDE INSTRUCTION, OPPORTUNITIES, AND SUPPORT FOR STUDENTS WITH LANGUAGE-BASED LEARNING DIFFERENCES. OUR COMMUNITY IS DESIGNED TO DEVELOP STUDENTS' ACADEMIC ABILITIES, INTELLECTUAL CURIOSITY, AND SOCIAL-EMOTIONAL DEVELOPMENT. WE STRIVE TO CREATE LIFE-LONG LEARNERS WITH INCREASED INDEPENDENCE AND MATURITY WHO THRIVE IN THE POST-GRADUATE SETTING OF THEIR CHOICE.

Program Service Accomplishments

Program 1

Expenses: $6,302,935 Revenue: $8,079,593

AMONG THE EXEMPT PURPOSE ACHIEVEMENTS FOR THIS FISCAL YEAR WAS THE DIRECT ONE-TO ONE INSTRUCTION AND SMALL CLASSES TO REMEDIATE THE PROCESSES AND SKILLS MOST DIRECTLY AFFECTED BY LEARNING...

AMONG THE EXEMPT PURPOSE ACHIEVEMENTS FOR THIS FISCAL YEAR WAS THE DIRECT ONE-TO ONE INSTRUCTION AND SMALL CLASSES TO REMEDIATE THE PROCESSES AND SKILLS MOST DIRECTLY AFFECTED BY LEARNING DIFFERENCES. THE SCHOOL CREATES CLASSROOM ENVIRONMENTS IN WHICH EXPECTATIONS FOR STUDENT PERFORMANCE IN AREAS RELATED TO LEARNING DIFFERENCES ARE CONTROLLED TO ENCOURAGE A HIGH RATE OF SUCCESS, THEREBY SUPPORTING THE REMEDIAL PROCESS. AT THE SAME TIME, CONTENT AREA INSTRUCTION IS PRESENTED AT THE STUDENT'S LEVEL OF COGNITIVE ABILITY NOT IMPEDED BY THE LEARNING DIFFERENCES, AND IS APPROPRIATE FOR THE AGE AND GRADE IN SCHOOL. INSTRUCTION FOR OUR STUDENTS IS DIRECCT, EXPLICIT, DIAGNOSTIC, PRESCRIPTIVE, STRUCTURED, SEQUENTIAL, MULTISENSORY, COGNITIVE, AND DESIGNED FOR STUDENT SUCCESS, PERSONAL AWARENESS AND ACKNOWLEDGEMENT OF COMPETENCE.

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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 $878,619

Program Service Revenue $7,248,466

Investment Income $155,575

Other Revenue $831,127

TOTAL REVENUE $9,113,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,500,064

Fundraising Expenses $147,675

Program Expenses $6,302,935

Other Expenses $2,421,494

TOTAL EXPENSES $7,921,558

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,113,787	$8,215,982	+0.1%
Expenses	$7,921,558	$7,284,912	+0.1%
Net Income	$1,192,229	$931,070	+0.3%

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

Total Directors

$234,072

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM GEIGER	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN GRAFF	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
CECILIA GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
MATTEW LOWERY	TRUSTEE	1.00	Director	$0	$0	$0
MARK PELSON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN KAUFMAN	HEAD OF SCHOOL	40.00	Director	$196,944	$37,128	$234,072
GARY ESPOSITO	TRUSTEE	1.00	Director	$0	$0	$0
MAUREEN BRENNAN	TRUSTEE	1.00	Director	$0	$0	$0
PAUL HERMAN	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KRISTINE MILLER	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA B CLAYMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL ZICARI	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON MCCARTHY	DIRECTOR OF ADMISSIONS	40.00	Highest	$105,907	$16,981	$122,888
DAN LEVENTHAL	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$134,748	$3,286	$138,034

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	$9,113,787	$7,921,558	$19,745,554	$1,192,229
2023	$8,215,982	$7,284,912	$20,874,303	$931,070
2022	$8,935,287	$6,784,076	$19,075,355	$2,151,211
2021	$7,790,747	$7,249,455	$17,718,705	$541,292
2020	$7,318,373	$7,070,165	$17,406,902	$248,208
2019	$8,273,470	$6,350,204	$16,868,071	$1,923,266