Edgebrook School Foundation (EIN 364320236) - 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

1998

Legal Domicile

Principal Officer

Sara Brenneman

Phone

7735341194

Tax Period

2023-07-01 to 2024-06-30

Edgebrook School Foundation, founded in 1998, is a small nonprofit in the Education sector that reported $162K in total revenue in fiscal year 2023. Expenses of $202K exceeded revenue, resulting in a 25% operating deficit.

Mission

Educational enhancement for students

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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 $156,515

Program Service Revenue $5,682

Investment Income $21

Other Revenue $0

TOTAL REVENUE $162,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $31,990

Program Expenses $169,358

Other Expenses $202,212

TOTAL EXPENSES $202,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,218	$158,689	+0.0%
Expenses	$202,212	$84,856	+1.4%
Net Income	$-39,994	$73,833	-1.5%

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

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
Sara Brenneman	President	2.00	Officer	$0	$0	$0
Marianna Foster	Vice President	2.00	Officer	$0	$0	$0
Natalia Dudzinska	Treasurer	2.00	Officer	$0	$0	$0
Julie Sternstein	Financial Secretary	2.00	Officer	$0	$0	$0
Laura Santiago	Secretary	2.00	Officer	$0	$0	$0
Sarah Flock	Staff & Student Activities	2.00	Officer	$0	$0	$0
Erin Fiore	School Strategy	2.00	Officer	$0	$0	$0
Meera Schott	School Strategy	2.00	Officer	$0	$0	$0
Alison Pepera	Staff & Student Activities	2.00	Officer	$0	$0	$0
Melissa Ekwinski	Communication	2.00	Officer	$0	$0	$0
Camille Unger	School Liason	2.00	Officer	$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	No data	No data	No data	No data
2024	$162,218	$202,212	$256,430	$-39,994
2023	$158,689	$84,856	$296,810	$73,833
2022	$103,556	$70,511	$223,355	$33,045
2021	$40,954	$47,595	$190,310	$-6,641
2020	$99,812	$186,957	$194,293	$-87,145
2019	$182,210	$210,898	$321,006	$-28,688

Edgebrook School Foundation