KELLMAN BROWN ACADEMY (EIN 582674116) - 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

2005

Legal Domicile

Principal Officer

JANE LINDEMANN

Phone

8566792929

Tax Period

2024-07-01 to 2025-06-30

KELLMAN BROWN ACADEMY, founded in 2005, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $4.5M left a modest 14% surplus.

Mission

TO EMPOWER EACH CHILD TO SUCCEED THROUGH ACADEMIC EXCELLENCE, JEWISH VALUES AND PERSONAL GROWTH

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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 $762,883

Program Service Revenue $3,633,173

Investment Income $229,488

Other Revenue $611,466

TOTAL REVENUE $5,237,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,095,676

Fundraising Expenses $0

Program Expenses $3,454,812

Other Expenses $1,434,168

TOTAL EXPENSES $4,529,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,237,010	$6,228,113	-0.2%
Expenses	$4,529,844	$4,402,861	+0.0%
Net Income	$707,166	$1,825,252	-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

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

$126,480

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ETHAN LAUF GOLDSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXIS HELM	TREASURER	5.00	Officer Director	$0	$0	$0
JOANNA SAMSON-GREENFIELD	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JANE LINDEMANN	PRESIDENT	15.00	Officer Director	$0	$0	$0
ADAM ROSENTHAL	BOARD MEMBER	1.00	Director	$0	$0	$0
RENA PLATT-GOLDSTEIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL LITWACK	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE KULL	BOARD MEMBER	1.00	Director	$0	$0	$0
RABBI ELLEN BERNHARDT	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH DELGADO	BOARD MEMBER	1.00	Director	$0	$0	$0
DR TARA BERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFF HAMMEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LOUIS KATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL ZIVIC	HEAD OF SCHOOL	40.00	Officer	$124,000	$2,480	$126,480

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	$5,237,010	$4,529,844	$10,617,631	$707,166
2024	No data	No data	No data	No data
2023	$3,873,283	$3,785,603	$9,477,688	$87,680
2022	$3,712,068	$3,320,378	$9,576,561	$391,690
2021	$3,484,556	$2,863,608	$9,428,938	$620,948
2020	$2,655,406	$2,607,669	$8,554,055	$47,737
2019	$2,781,714	$2,657,465	$8,448,183	$124,249
2018	$2,590,228	$2,671,960	$8,177,257	$-81,732

KELLMAN BROWN ACADEMY