BROOKVIEW SCHOOL A MONTESSORI COMMUNITY (EIN 382078803) - 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

1975

Legal Domicile

Principal Officer

ELIZABETH BERES

Phone

2699253544

Tax Period

2024-06-01 to 2025-05-31

BROOKVIEW SCHOOL A MONTESSORI COMMUNITY, founded in 1975, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. The organization ran a surplus of $1.2M, a strong 38% operating margin.

Mission

CELEBRATE INDIVIDUALITY AND IGNITE PASSION FOR LEARNING IN AN AUTHENTIC MONTESSORI ENVIRONMENT.

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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 $1,410,737

Program Service Revenue $1,607,995

Investment Income $6,557

Other Revenue $56,986

TOTAL REVENUE $3,082,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,328,366

Fundraising Expenses $10,067

Program Expenses $1,649,542

Other Expenses $569,523

TOTAL EXPENSES $1,897,889

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,082,275	$3,183,704	0.0%
Expenses	$1,897,889	$1,832,577	+0.0%
Net Income	$1,184,386	$1,351,127	-0.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILL STOKES	PRESIDENT	2.00	Officer Director	$0	$0	$0
ELIZABETH BERES	SECRETARY	2.00	Officer Director	$0	$0	$0
NARENDRA CARAMBIAH	TREASURER	2.00	Officer Director	$0	$0	$0
LARRY SCHANKER	EXECUTIVE DI	40.00	Officer	$0	$0	$0
ELBA SANTOS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN TRAMA	FACULTY REP	40.00	Director	$0	$0	$0
MINA GARDNER	DIRECTOR	2.00	Director	$0	$0	$0
ALLIE KIBER-CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
MAGGIE BISCHOFF	FACULTY REP	40.00	Director	$0	$0	$0
RACHEL MOGUEL	FACULTY REP	40.00	Director	$0	$0	$0
KELLY DAILY	DIRECTOR	2.00	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	$3,082,275	$1,897,889	$4,560,392	$1,184,386
2024	$3,183,704	$1,832,577	$3,132,333	$1,351,127
2023	$1,842,870	$1,667,241	$1,601,245	$175,629
2022	$1,837,352	$1,474,069	$1,545,701	$363,283
2021	$1,211,382	$1,248,262	$1,498,190	$-36,880
2020	$1,407,645	$1,457,270	$1,473,744	$-49,625
2019	$1,543,301	$1,361,353	$1,427,817	$181,948

BROOKVIEW SCHOOL A MONTESSORI COMMUNITY