THE BROOKSFIELD SCHOOL INC (EIN 541427076) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

MARY ANNE DUFFUS

Phone

7033565437

Tax Period

2024-09-01 to 2025-08-31

THE BROOKSFIELD SCHOOL INC, founded in 1987, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2017. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

PRIVATE EDUCATION - MONTESSORI SCHOOL DEDICATED TO PROVIDING A LOVING, STIMULATING AND CREATIVE ENVIRONMENT WITH A FOCUS ON THE ARTS.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,435

Program Service Revenue $4,727,695

Investment Income $164,133

Other Revenue $730

TOTAL REVENUE $4,901,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,003,588

Fundraising Expenses $0

Program Expenses $3,129,460

Other Expenses $1,283,342

TOTAL EXPENSES $4,286,930

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,901,993	$3,933,299	+0.2%
Expenses	$4,286,930	$3,895,385	+0.1%
Net Income	$615,063	$37,914	+15.2%

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

N/A

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

$769,765

Total Directors

$482,322

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANNE DUFFUS	CHAIR & ED	60.00	Officer Director	$296,000	$26,454	$322,454
CAROLINE COONEY	SECRETARY	40.00	Officer Director	$151,000	$8,868	$159,868
ANNE GIBSON	DIRECTOR	5.00	Director	$0	$0	$0
LINDA STAPLES	DIRECTOR	5.00	Director	$0	$0	$0
DAN LARSON	DIRECTOR	5.00	Director	$0	$0	$0
ADDIE KIM SPAHR	TREASURER	5.00	Director	$0	$0	$0
SARAH KRAWCHUCK	DIRECTOR OF ADMISSIONS	40.00	Officer	$145,500	$12,903	$158,403
KATHERINE BEASLEY	ASSISTANT DIRECTOR	40.00	Officer	$125,417	$3,623	$129,040

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	$4,901,993	$4,286,930	$3,025,770	$615,063
2024	$3,933,299	$3,895,385	$2,635,328	$37,914
2023	$3,453,814	$3,683,266	$2,604,393	$-229,452
2022	$4,070,726	$3,230,398	$2,620,676	$840,328
2021	$2,623,515	$2,671,065	$2,360,442	$-47,550
2020	$2,298,518	$2,687,021	$1,661,526	$-388,503
2019	$2,642,140	$2,664,408	$1,831,897	$-22,268
2018	$2,502,632	$2,439,232	$1,779,183	$63,400

THE BROOKSFIELD SCHOOL INC