Breck School (EIN 410693894) - 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

1886

Legal Domicile

Principal Officer

Ted Forbath

Phone

7633818454

Tax Period

2022-07-01 to 2023-06-30

Breck School, founded in 1886, is a mid-sized nonprofit in the Education sector that reported $51.2M in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $120.2M represent 28 months of operating reserves.

Mission

An Episcopal college-prepatory day school for students of diverse backgrounds in grades pre-K - 12.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,199,300

Program Service Revenue $46,431,664

Investment Income $1,450,046

Other Revenue $141,091

TOTAL REVENUE $51,222,101

Expense Breakdown

Grants Paid $8,069,857

Salaries & Benefits $29,778,242

Fundraising Expenses $1,249,385

Program Expenses $44,258,829

Other Expenses $14,668,587

TOTAL EXPENSES $52,516,686

Year-over-Year Comparison

	2022	2021	Change
Revenue	$51,222,101	$46,206,711	+0.1%
Expenses	$52,516,686	$49,313,050	+0.1%
Net Income	$-1,294,585	$-3,106,339	-0.6%

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

526

Volunteers

1000

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

$946,292

Total Directors

Key Employees

$813,922

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
The Rt Rev Craig Loya	Board Chair	1.25	Officer Director	$0	$0	$0
Richard Mattera	President	1.25	Officer Director	$0	$0	$0
Christoph Welsh	Past President	1.25	Officer Director	$0	$0	$0
Kevin Cavanaugh	Treasurer	1.25	Officer Director	$0	$0	$0
Sally Blanks	Secretary	1.25	Officer Director	$0	$0	$0
Lee R Anderson	Lifetime Trustee (non-voting)	1.25	Director	$0	$0	$0
Lenesa Leana	Parents Association Liaison	1.25	Director	$0	$0	$0
Leah Lussier Sixkiller	Alumni Liaison	1.25	Director	$0	$0	$0
Allison O'Toole	Trustee	1.25	Director	$0	$0	$0
Matthew S Hemsley	Trustee	1.25	Director	$0	$0	$0
Andrew Dayton	Trustee	1.25	Director	$0	$0	$0
Sharon G Ryan	Trustee	1.25	Director	$0	$0	$0
Christopher Thibodeaux	Trustee	1.25	Director	$0	$0	$0
Winifred S Smith	Trustee	1.25	Director	$0	$0	$0
Jeffrey Parkhill	Trustee	1.25	Director	$0	$0	$0
Susan F Colianni	Trustee	1.25	Director	$0	$0	$0
Stuart Brown	Trustee	1.25	Director	$0	$0	$0
Shannon Evenstad	Trustee	1.25	Director	$0	$0	$0
Jeffrey George	Trustee	1.25	Director	$0	$0	$0
Jeff Brockman	Trustee	1.25	Director	$0	$0	$0
Rachel Hardeman	Trustee	1.25	Director	$0	$0	$0
Nancy Lindahl	Trustee	1.25	Director	$0	$0	$0
Audrey Lucas	Trustee	1.25	Director	$0	$0	$0
Thomas Pohlad	Trustee	1.25	Director	$0	$0	$0
Marie Suesse	Trustee	1.25	Director	$0	$0	$0
Natalia R Hernandez	Head of School	40.00	Officer	$600,454	$86,762	$687,216
Ted Forbath	Chief Operating Officer	40.00	Officer	$218,018	$41,058	$259,076
Schuyler Fauver	Director of Middle School	40.00	Key Emp	$176,685	$22,039	$198,724
Scott Wade	Director of Admissions	40.00	Key Emp	$172,654	$13,002	$185,656
Mark Garrison	Chief Information Officer	40.00	Key Emp	$168,698	$37,198	$205,896
Stacy Glaus	Chief Stratey and Comm. Officer	40.00	Key Emp	$193,053	$30,593	$223,646
Wendy Engelman	Controller	40.00	Highest	$137,381	$26,411	$163,792
Brett Bergene	Athletic Director	40.00	Highest	$146,755	$19,601	$166,356
Mary Healy	Director of Human Resources	40.00	Highest	$142,055	$20,597	$162,652
Michael Thorson	Director of Facilities	40.00	Highest	$139,417	$15,708	$155,125
Jonathan Nicholson	Director of College Counseling	40.00	Highest	$144,633	$35,154	$179,787

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	No data	No data	No data	No data
2023	$51,222,101	$52,516,686	$154,838,556	$-1,294,585
2022	$46,206,711	$49,313,050	$150,075,486	$-3,106,339
2021	$50,445,152	$47,680,983	$157,498,820	$2,764,169
2020	$46,151,265	$44,233,645	$145,805,473	$1,917,620
2019	$42,627,231	$42,561,712	$143,817,622	$65,519
2018	$42,834,922	$42,894,753	$140,192,157	$-59,831

Breck School