Bosque School

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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

1994

Legal Domicile

Phone

5058986388

Tax Period

2024-07-01 to 2025-06-30

Bosque School, founded in 1994, is a mid-sized nonprofit in the Education sector that reported $16.0M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $14.6M left a modest 9% surplus.

Mission

To create transformative learning experiences that empower a diverse community of students to lead lives of intellectual curiosity, personal integrity, and compassionate contribution to a more just world.

Program Service Accomplishments

Program 1

Expenses: $11,461,458 Revenue: $11,188,223

Bosque School is a coeducational college preparatory school, accredited by the Independent School Association of the Southwest, teaching in accordance with state law and the guidelines of the...

Bosque School is a coeducational college preparatory school, accredited by the Independent School Association of the Southwest, teaching in accordance with state law and the guidelines of the National Association of Independent Schools. Bosque School manifests its mission with core values of inspiring academic excellence, cultivating community, fostering integrity and learning from place. The School is a student-centered community that offers a dedicated and caring faculty, small classes and an education that recognizes each student as an individual. Bosque School enrolled 368 students for the 2024-2025 school year, with 56% of those students receiving financial assistance.

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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 $4,115,392

Program Service Revenue $11,188,223

Investment Income $795,066

Other Revenue $-48,847

TOTAL REVENUE $16,049,834

Expense Breakdown

Grants Paid $3,304,307

Salaries & Benefits $6,516,781

Fundraising Expenses $340,643

Program Expenses $11,461,458

Other Expenses $4,736,976

TOTAL EXPENSES $14,558,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,049,834	$13,044,706	+0.2%
Expenses	$14,558,064	$14,247,935	+0.0%
Net Income	$1,491,770	$-1,203,229	-2.2%

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

249

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

$269,692

Total Directors

$22,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessie Barrie	Head of School	50.00	Officer	$255,254	$14,438	$269,692
Thomas MacDonald	Head Upper School	40.00		$109,335	$25,407	$134,742
Caroline Cervantes	Trustee	1.00	Director	$0	$22,500	$22,500
Mark Fidel	Chair	1.00	Officer Director	$0	$0	$0
Jennifer deGraauw	Vice Chair	1.00	Officer Director	$0	$0	$0
Kelly Smyer	Secretary	1.00	Officer Director	$0	$0	$0
Marisa Barrera	Treasurer	1.00	Officer Director	$0	$0	$0
Shawn Berman	Trustee	1.00	Director	$0	$0	$0
Sarah Biondi	Trustee	1.00	Director	$0	$0	$0
Theresa Carson	Trustee	1.00	Director	$0	$0	$0
Cara Chavez	Trustee	1.00	Director	$0	$0	$0
Santana Fontana	Trustee	1.00	Director	$0	$0	$0
Brandon Garrett	Trustee	1.00	Director	$0	$0	$0
Rachel Gupton	Trustee	1.00	Director	$0	$0	$0
Torri Jacobus	Trustee	1.00	Director	$0	$0	$0
Jenny Plane	Trustee	1.00	Director	$0	$0	$0
Andy Sullivan	Trustee	1.00	Director	$0	$0	$0
Jose Viramontes	Trustee	1.00	Director	$0	$0	$0
Peggy Findlay	BOT Emeritus	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	$16,049,834	$14,558,064	$35,121,624	$1,491,770
2024	$13,044,706	$13,911,188	$33,849,046	$-866,482
2024	$13,044,706	$14,247,935	$33,849,046	$-1,203,229
2023	$14,492,752	$13,458,271	$34,545,480	$1,034,481
2022	$13,258,557	$12,743,687	$33,698,643	$514,870
2021	$13,804,163	$13,593,102	$29,107,853	$211,061
2020	$13,220,454	$14,184,794	$29,064,478	$-964,340
2019	$13,948,363	$14,136,452	$29,237,633	$-188,089
2018	$13,315,361	$13,227,608	$30,459,177	$87,753