EDMUND BURKE SCHOOL INC

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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

1968

Legal Domicile

Principal Officer

STEVE MCMANUS

Phone

2023628882

Tax Period

2023-07-01 to 2024-06-30

EDMUND BURKE SCHOOL INC, founded in 1968, is a mid-sized nonprofit in the Education sector that reported $18.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $15.9M left a modest 13% surplus.

Mission

EDMUND BURKE SCHOOL CONSCIOUSLY BRINGS TOGETHER STUDENTS WHO ARE DIFFERENT FROM ONE ANOTHER IN MANY WAYS AND ACTIVELY ENGAGES THEM IN THEIR OWN EDUCATION. BURKE HAS HIGH EXPECTATIONS FOR THEM, GIVES THEM POWER AND RESPONSIBILITY, AND SUPPORTS AND ADVANCES THEIR GROWTH AS SKILLED AND INDEPENDENT THINKERS WHO STEP FORWARD TO MAKE POSITIVE CONTRIBUTIONS TO THE WORLD IN WHICH THEY LIVE.

Program Service Accomplishments

Program 1

Expenses: $11,892,069 Revenue: $15,648,342

COLLEGE PREPORATORY MIDDLE/HIGH SCHOOL EDUCATIONAL PROGRAM SERVING APPROXIMATELY 300 STUDENTS IN GRADES 6TH-12TH; FULLTIME MONDAY THRU FRIDAY SEPTEMBER 1 THRU JUNE 15 SCHOOL YEAR.

Program 2

Expenses: $99,131 Revenue: $100,067

SUMMER PROGRAM:AN EDUCATIONAL PROGRAM SERVING 100 STUDENTS FOR APPROXIMATELY 6 WEEKS PROVIDING HS COURSEWORK FOR CREDIT, PREPARING STUDENTS FOR ADVANCE CURRICULUM COURSES DURING THE SCHOOL YEAR...

SUMMER PROGRAM:AN EDUCATIONAL PROGRAM SERVING 100 STUDENTS FOR APPROXIMATELY 6 WEEKS PROVIDING HS COURSEWORK FOR CREDIT, PREPARING STUDENTS FOR ADVANCE CURRICULUM COURSES DURING THE SCHOOL YEAR, OFFERING STUDIES THROUGH TRAVEL AND ATHLETIC VENUES, PLUS SERVING YOUNGER STUDENTS WITH TUTORING AND SUMMER CAMP ACTIVITIES.

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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 $2,157,844

Program Service Revenue $15,480,804

Investment Income $308,571

Other Revenue $308,027

TOTAL REVENUE $18,255,246

Expense Breakdown

Grants Paid $2,742,328

Salaries & Benefits $9,064,549

Fundraising Expenses $536,602

Program Expenses $11,991,200

Other Expenses $4,051,067

TOTAL EXPENSES $15,857,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,255,246	$16,002,111	+0.1%
Expenses	$15,857,944	$15,051,242	+0.1%
Net Income	$2,397,302	$950,869	+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

127

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

$508,265

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAITLIN OPPENHEIMER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KRISTEN FRANKLIN	SECRETARY	2.00	Officer Director	$0	$0	$0
DAWN CHISM	PRESIDENT	2.00	Officer Director	$0	$0	$0
PETER SHERIDAN	TREASURER	2.00	Officer Director	$0	$0	$0
AMANDA TAYLOR	TRUSTEE	2.00	Director	$0	$0	$0
ALLISON MAY	TRUSTEE	2.00	Director	$0	$0	$0
AZA NEDHARI	TRUSTEE	2.00	Director	$0	$0	$0
DAVID COHEN	TRUSTEE	2.00	Director	$0	$0	$0
ERIC CARTER	TRUSTEE	2.00	Director	$0	$0	$0
FERGUS DONALDSON	TRUSTEE	2.00	Director	$0	$0	$0
GAYLE NEUFELD	TRUSTEE	2.00	Director	$0	$0	$0
GRETCHEN LAMBERG	TRUSTEE	2.00	Director	$0	$0	$0
HADLEY BOYD	TRUSTEE	2.00	Director	$0	$0	$0
HERBERT NILES	TRUSTEE	2.00	Director	$0	$0	$0
JOY ZAREMBKA	TRUSTEE	2.00	Director	$0	$0	$0
JULIA ANDREWS	FACULTY REPRESENTATIVE	2.00	Director	$0	$0	$0
KENNY MCCOMBS	TRUSTEE	2.00	Director	$0	$0	$0
MARTIN GRIFFIN	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE MUSGROVE	TRUSTEE	2.00	Director	$0	$0	$0
MONIQUE WILLARD	TRUSTEE	2.00	Director	$0	$0	$0
SIOBHAN ROTH	TRUSTEE	2.00	Director	$0	$0	$0
STEVE MCMANUS	HEAD OF SCHOOL	40.00	Officer	$260,007	$23,000	$283,007
AIMEE WEIL	ASST HEAD/FINANCE & OPERAT	40.00	Officer	$191,374	$33,884	$225,258
KRISTIN ARNDT	ASST HEAD/PROGRAMMING	40.00	Highest	$177,614	$7,009	$184,623
ELIZABETH PLESHETTE	DEAN OF COLLEGE COUNSELING	40.00	Highest	$140,898	$14,237	$155,135
KAIANASA GEORGE	ADMISSIONS DIRECTOR	40.00	Highest	$138,942	$11,735	$150,677
SUSAN HEARN	HEAD OF MIDDLE SCHOOL	40.00	Highest	$126,659	$10,412	$137,071
JENNIFER RAWLINGS	DEVELOPMENT DIRECTOR	40.00	Highest	$124,026	$20,939	$144,965

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	$18,255,246	$15,857,944	$38,809,245	$2,397,302
2023	$16,002,111	$15,051,242	$34,866,445	$950,869
2022	$14,994,177	$14,502,915	$33,366,446	$491,262
2021	$16,691,149	$13,243,004	$35,809,066	$3,448,145
2020	$14,109,592	$13,408,531	$29,608,810	$701,061
2019	$15,478,054	$13,860,218	$28,475,285	$1,617,836
2018	$14,724,752	$13,018,420	$27,199,212	$1,706,332