NORTH BRANCH SCHOOL (EIN 521353816) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

ELLEN BOUTON

Phone

5404568450

Tax Period

2024-07-01 to 2025-06-30

NORTH BRANCH SCHOOL, founded in 1983, is a small nonprofit in the Education sector that reported $896K in total revenue in fiscal year 2019.

Mission

Education of children ages 3-14 and the offering of cultural and educational activities to the larger community.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $411,346

Program Service Revenue $933,510

Investment Income $161,224

Other Revenue $31,186

TOTAL REVENUE $1,537,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $999,351

Fundraising Expenses $77,474

Program Expenses $852,812

Other Expenses $223,451

TOTAL EXPENSES $1,222,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,537,266	$1,227,563	+0.3%
Expenses	$1,222,802	$1,119,526	+0.1%
Net Income	$314,464	$108,037	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Phillppa Proulx	At Large	5	Director	$0	$0	$0
William Hess	At Large	5	Director	$0	$0	$0
Rebecca Lindsay	At Large	5	Director	$0	$0	$0
Jaime Marion	At Large	5	Director	$0	$0	$0
Freeman Mowrer	At Large	5	Director	$0	$0	$0
Elvira Osuna-Highley	At Large	5	Director	$0	$0	$0
Barbara Heyl	Treasurer	5	Officer	$0	$0	$0
Ellen Bouton	President	5	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	$1,537,266	$1,222,802	$2,745,105	$314,464
2024	$1,227,563	$1,119,526	$2,400,080	$108,037
2023	$1,091,423	$1,004,959	$2,294,379	$86,464
2022	$871,928	$967,413	$2,200,727	$-95,485
2021	$1,261,549	$823,387	$2,297,612	$438,162
2020	$895,953	$901,360	$1,886,157	$-5,407

NORTH BRANCH SCHOOL