THE NEST SCHOOL

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2017

Legal Domicile

Principal Officer

TARA R RUBIN

Phone

3107340305

Tax Period

2024-07-01 to 2025-06-30

THE NEST SCHOOL, founded in 2017, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $1.7M, a strong 62% operating margin.

Mission

OUR MISSION AT THE NEST IS TO SUPPORT EACH INDIVIDUAL CHILD IN BUILDING A FOUNDATION FOR LIFELONG LEARNING. WE BELIEVE IN A WHOLISTIC, DEVELOPMENTALLY APPROPRIATE, AND CHILD CENTRIC APPROACH THAT EMPHASIZES EACH STUDENT'S COGNITIVE, SOCIAL/EMOTIONAL, AND PHYSICAL DEVELOPMENT. EDUCATORS AND FAMILIES WORK TOGETHER TO FOSTER CONNECTIONS BETWEEN HOME AND SCHOOL. INVOLVEMENT IS INTENTIONAL, COMMUNICATION IS OPEN AND AMPLE, AND GOALS ARE SHARED.

Program Service Accomplishments

Program 1

Expenses: $710,489 Revenue: $468,476

THE NEST SCHOOL IS A NON-PROFIT MONTESSORI PRESCHOOL SERVING CHILDREN AGED 2 YEARS 6 MONTHS TO 5 YEARS IN AN INTIMATE RESIDENTIAL SETTING. TECHNICALLY CLASSIFIED AS A FAMILY CHILD CARE HOME, THE NEST IS A SMALL-BY-DESIGN PROGRAM THAT PROVIDES QUALITY INDIVIDUALIZED EARLY CHILDHOOD INSTRUCTION FOR ITS 20 CHILDREN. THE OFFERING INCLUDES A HALF DAY MORNING PROGRAM, A HALF DAY AFTERNOON PROGRAM, AND A FULL DAY PROGRAM RESERVED FOR CHILDREN IN THEIR FINAL YEAR OF PRESCHOOL.THE NEST'S MISSION IS TO SUPPORT EACH INDIVIDUAL CHILD IN BUILDING A FOUNDATION FOR LIFELONG LEARNING AND BELIEVE IN A WHOLISTIC, DEVELOPMENTALLY APPROPRIATE, AND CHILD CENTRIC APPROACH THAT EMPHASIZES EACH STUDENT'S COGNITIVE, SOCIAL/EMOTIONAL, AND PHYSICAL DEVELOPMENT. EDUCATORS AND FAMILIES WORK TOGETHER TO FOSTER CONNECTIONS BETWEEN HOME AND SCHOOL. INVOLVEMENT IS INTENTIONAL, COMMUNICATION IS OPEN AND AMPLE, AND GOALS ARE SHARED.THE SCHOOL COMPLETED ITS 7TH YEAR, MAINTAINING STEADY ENROLLMENT FIGURES, ROBUST FUNDRAISING THANKS TO THE GENEROSITY OF ITS SCHOOL COMMUNITY, AND THE SAME EMPLOYEES SINCE THE SCHOOL INCEPTION. IN ADDITION TO THE ENRICHMENT OFFERINGS OF MUSIC, PE, YOGA, AND ART, THE SCHOOL ALSO ADDED A ONCE A WEEK MARTIAL ARTS CLASS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,223,691

Program Service Revenue $468,476

Investment Income $48,997

Other Revenue $0

TOTAL REVENUE $2,741,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $421,727

Fundraising Expenses $28,354

Program Expenses $710,489

Other Expenses $614,613

TOTAL EXPENSES $1,036,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,741,164	$3,036,816	-0.1%
Expenses	$1,036,340	$797,357	+0.3%
Net Income	$1,704,824	$2,239,459	-0.2%

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

$250,176

Total Directors

$151,624

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TARA R RUBIN	PRESIDENT & DIRECTOR	40.00	Officer Director	$123,567	$28,057	$151,624
JENNIFER GARNER	BOARD MEMBER THROUGH OCTOBER 2024	1.00	Director	$0	$0	$0
BEHDAD EGHBALI	BOARD MEMBER	1.00	Director	$0	$0	$0
BO SHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER EARLY	TREASURER	1.00	Director	$0	$0	$0
LAUREN IRELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
KELSEY MURPHY	BOARD MEMBER	1.00	Director	$0	$0	$0
OMID KHEILTASH	CO-DIRECTOR & SECRETARY	20.00	Officer	$93,365	$5,187	$98,552

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	$2,741,164	$1,036,340	$7,991,975	$1,704,824
2024	No data	No data	No data	No data
2023	$928,681	$803,817	$1,437,171	$124,864
2022	$823,753	$594,732	$1,230,147	$229,021
2021	$622,492	$563,286	$1,142,164	$59,206
2019	$743,783	$516,584	$997,971	$227,199
2018	$771,575	$444,775	$655,608	$326,800