The Branch School Inc (EIN 741913968) - 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

1977

Legal Domicile

Principal Officer

Stephen Judice

Phone

7134650288

Tax Period

2023-07-01 to 2024-06-30

The Branch School Inc, founded in 1977, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $4.8M exceeded revenue, resulting in a 34% operating deficit.

Mission

The mission of The Branch School is to inspire students to love, learn, and lead.

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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 $571,988

Program Service Revenue $2,952,856

Investment Income $58,761

Other Revenue $2,852

TOTAL REVENUE $3,586,457

Expense Breakdown

Grants Paid $560,730

Salaries & Benefits $2,541,523

Fundraising Expenses $114,687

Program Expenses $3,934,553

Other Expenses $1,690,543

TOTAL EXPENSES $4,792,796

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,586,457	$5,534,128	-0.4%
Expenses	$4,792,796	$4,170,551	+0.1%
Net Income	$-1,206,339	$1,363,577	-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

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

$393,704

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Wilson	Head of School (thru 2/2024)	60.00	Officer	$155,162	$0	$155,162
Laura Davis	Interim HOS (from 3/2024)	40.00	Officer	$102,292	$11,271	$113,563
Betty Baker	Business Officer (7/1/23-2/29/24)	60.00	Officer	$86,793	$0	$86,793
Aliya Hulse	Business Officer (8/15/23-11/1/23)	40.00	Officer	$37,046	$1,140	$38,186
Valentina Pita	Financial Manager	40.00	Officer	$0	$0	$0
Ann Hightower	Chair	20.00	Officer Director	$0	$0	$0
Linda Lindeman	Vice Chair	2.00	Officer Director	$0	$0	$0
Kevin Hagenlocher	Treasurer	2.00	Officer Director	$0	$0	$0
Trudy Holmes	Secretary	1.00	Officer Director	$0	$0	$0
Julie Adams	Director	1.00	Director	$0	$0	$0
Jim Golmon	Director	1.00	Director	$0	$0	$0
Susan Irby	Director	1.00	Director	$0	$0	$0
Karl Kinley	Director	1.00	Director	$0	$0	$0
Steve Shaper	Director	2.00	Director	$0	$0	$0
Jennifer St Julian	Director	2.00	Director	$0	$0	$0
Calvin Williams	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	No data	No data	No data	No data
2024	$3,586,457	$4,792,796	$17,732,709	$-1,206,339
2023	$5,534,128	$4,170,551	$19,155,422	$1,363,577
2022	$3,773,920	$3,621,033	$19,054,184	$152,887
2021	$13,597,247	$3,527,063	$17,868,658	$10,070,184
2020	$2,473,759	$3,420,156	$7,569,869	$-946,397
2019	$5,309,734	$2,849,005	$7,924,841	$2,460,729
2018	$6,124,212	$2,863,518	$5,905,074	$3,260,694

The Branch School Inc