THE BROACH SCHOOL OF JAX (EIN 592036651) - 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

1980

Legal Domicile

Principal Officer

KATHRYN FOSTER

Phone

9046370300

Tax Period

2024-07-01 to 2025-06-30

THE BROACH SCHOOL OF JAX, founded in 1980, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

FULL TIME EDUCATION OF 299 SPECIAL NEEDS STUDENTS IN GRADES K-12 INCLUDING SPEECH AND OCCUPATIONAL THERAPY.

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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 $0

Program Service Revenue $2,884,330

Investment Income $-7,344

Other Revenue $31,884

TOTAL REVENUE $2,908,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,622,812

Fundraising Expenses $0

Program Expenses $2,967,451

Other Expenses $1,573,064

TOTAL EXPENSES $3,195,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,908,870	$3,099,508	-0.1%
Expenses	$3,195,876	$3,200,144	0.0%
Net Income	$-287,006	$-100,636	+1.9%

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

$123,600

Total Directors

$228,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN FOSTER	PRESIDENT/TR	40.00	Officer Director	$123,600	$0	$123,600
SHELLEY MCCRAY	DIRECTOR	40.00	Director	$60,000	$0	$60,000
STEPHEN MOORE	DIRECTOR	40.00	Director	$45,000	$0	$45,000
CIRO CAMACHO	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN DARM	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK MCLEOD	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SCHOENBECK	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHY SHUKE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
NANCY ULRICH	DIRECTOR	1.00	Director	$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	$2,908,870	$3,195,876	$2,211,017	$-287,006
2024	$3,099,508	$3,200,144	$2,356,501	$-100,636
2023	$3,084,500	$3,088,508	$2,462,467	$-4,008
2022	$3,217,502	$3,221,509	$2,498,423	$-4,007
2021	$3,828,451	$3,239,851	$2,624,500	$588,600
2020	$3,595,098	$3,472,121	$2,048,867	$122,977
2019	$3,089,026	$3,296,520	$1,979,034	$-207,494
2018	$3,248,695	$3,061,124	$2,604,425	$187,571

THE BROACH SCHOOL OF JAX