JOHN BURROUGHS SCHOOL (EIN 430652619) - 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

1923

Legal Domicile

Principal Officer

ANDREW ABBOTT

Phone

3149934040

Tax Period

2024-07-01 to 2025-06-30

JOHN BURROUGHS SCHOOL, founded in 1923, is a mid-sized nonprofit in the Education sector that reported $50.4M in total revenue in fiscal year 2024. The organization ran a surplus of $15.1M, a strong 30% operating margin.

Mission

INDEPENDENT, COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL FOR GRADES 7-12.

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,316,690

Program Service Revenue $25,340,138

Investment Income $13,621,150

Other Revenue $162,317

TOTAL REVENUE $50,440,295

Expense Breakdown

Grants Paid $3,327,695

Salaries & Benefits $20,848,520

Fundraising Expenses $2,053,977

Program Expenses $30,675,961

Other Expenses $11,129,337

TOTAL EXPENSES $35,305,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,440,295	$49,594,922	+0.0%
Expenses	$35,305,552	$35,194,417	+0.0%
Net Income	$15,134,743	$14,400,505	+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

567

Volunteers

475

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

$1,062,834

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRIGAN KAPLAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
CAROL LISTER	1ST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN KEMPER	2ND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BOBBY DUNN	TREASURER	5.00	Officer Director	$0	$0	$0
GEOFF RATLIFF	SECRETARY	5.00	Officer Director	$0	$0	$0
BARRY ALBRECHT	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE BAUR	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNIE BEATTIE	BOARD MEMBER	2.00	Director	$0	$0	$0
LEE BROUGHTON	BOARD MEMBER	2.00	Director	$0	$0	$0
JEREMY DEUTSCH	BOARD MEMBER	2.00	Director	$0	$0	$0
HALIDAY DOUGLAS	BOARD MEMBER	2.00	Director	$0	$0	$0
MACON FINLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
SHAWN HU	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN INAZU	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID LEMKEMEIER	BOARD MEMBER	2.00	Director	$0	$0	$0
TIYA LIM	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE MARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
SHEYDA NAMAZIE-KUMMER	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRY RILEY PATTON	BOARD MEMBER	2.00	Director	$0	$0	$0
SABRINE RHODES	BOARD MEMBER	2.00	Director	$0	$0	$0
ALISON SHEEHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREW ABBOTT	HEAD OF SCHOOL	50.00	Officer	$664,925	$129,954	$794,879
LORI FULFORD	CHIEF FINANCIAL OFFICER	50.00	Officer	$240,000	$27,955	$267,955
VIRGINIA IMSTER	ASST. HEAD OF SCHOOL - EXT. AFFAIRS	50.00	Highest	$202,800	$159,306	$362,106
JENNIFER SALRIN	ASST. HEAD OF SCHOOL - ACADEMICS	50.00	Highest	$135,000	$99,281	$234,281
DARRYL CALKINS	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$148,000	$20,159	$168,159
JULIE SHIMABUKURO	DIRECTOR OF ADMISSIONS	40.00	Highest	$130,950	$64,901	$195,851
ROBERT JETT	DIRECTOR OF FACILITIES	40.00	Highest	$127,500	$31,955	$159,455

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	$50,440,295	$35,305,552	$237,079,160	$15,134,743
2024	$49,594,922	$35,194,417	$223,315,558	$14,400,505
2023	$35,585,786	$32,337,127	$213,581,566	$3,248,659
2022	$33,752,535	$30,416,140	$206,476,145	$3,336,395
2021	$59,660,303	$28,367,179	$216,050,624	$31,293,124
2020	$26,798,193	$26,588,268	$166,625,725	$209,925
2019	$32,154,857	$26,579,334	$166,380,902	$5,575,523
2018	$29,709,669	$24,280,741	$160,994,103	$5,428,928

JOHN BURROUGHS SCHOOL