BROOKE SCHOOL FOUNDATION INC (EIN 300015324) - 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

2003

Legal Domicile

Principal Officer

JON CLARK

Phone

6173257977

Tax Period

2024-07-01 to 2025-06-30

BROOKE SCHOOL FOUNDATION INC, founded in 2003, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.0M, a strong 55% operating margin.

Mission

PROMOTE THE FINANCIAL WELL-BEING AND PROVIDE FINANCIAL SUPPORT TO THE BROOKE CHARTER SCHOOLS, THEIR STUDENTS, AND THEIR GRADUATES.

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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 $1,079,924

Program Service Revenue $0

Investment Income $2,104,691

Other Revenue $503,590

TOTAL REVENUE $3,688,205

Expense Breakdown

Grants Paid $1,407,471

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,622,887

Other Expenses $259,197

TOTAL EXPENSES $1,666,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,688,205	$4,798,367	-0.2%
Expenses	$1,666,668	$1,412,708	+0.2%
Net Income	$2,021,537	$3,385,659	-0.4%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB GROSSMAN	PRESIDENT	0.50	Officer Director	$0	$0	$0
CARLA DESANTIS	TREASURER	0.50	Officer Director	$0	$0	$0
JON CLARK	CLERK	0.50	Officer Director	$0	$0	$0
ABBEY SHAVELL	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY STEADMAN	DIRECTOR	0.50	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	$3,688,205	$1,666,668	$49,005,897	$2,021,537
2024	$4,798,367	$1,412,708	$48,267,783	$3,385,659
2023	$10,159,296	$1,244,359	$44,820,601	$8,914,937
2022	$3,752,035	$1,128,871	$40,538,327	$2,623,164
2021	$4,066,404	$1,897,989	$33,923,929	$2,168,415
2020	$4,112,494	$2,543,843	$31,722,830	$1,568,651
2019	$4,208,975	$4,103,541	$33,097,794	$105,434
2018	$8,077,489	$4,198,610	$34,101,916	$3,878,879

BROOKE SCHOOL FOUNDATION INC