BRANCHES SCHOOL OF THE BERKSHIRES INC (EIN 853643319) - 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

2020

Legal Domicile

Principal Officer

HELEN BLOOMER

Phone

4138425300

Tax Period

2023-07-01 to 2024-06-30

BRANCHES SCHOOL OF THE BERKSHIRES INC, founded in 2020, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $329K, a strong 19% operating margin.

Mission

TO PROVIDE QUALITY AND INDIVIDUALIZED TREATMENT TO INDIVIDUALS WITH AUTISM SPECTRUM DISORDER (ASD). BY COLLABORATING WITH FAMILIES, EDUCATORS AND MEDICAL CLINICIANS, WE STRIVE TO IMPROVE THE QUALITY OF LIFE FOR THESE INDIVIDUALS WITH ASD.

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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 $3,000

Program Service Revenue $1,765,420

Investment Income $0

Other Revenue $1,623

TOTAL REVENUE $1,770,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,165,660

Fundraising Expenses $0

Program Expenses $1,272,845

Other Expenses $275,450

TOTAL EXPENSES $1,441,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,770,043	$1,100,006	+0.6%
Expenses	$1,441,110	$896,320	+0.6%
Net Income	$328,933	$203,686	+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

$124,544

Total Directors

$231,698

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN BLOOMER	President & ED	40.00	Officer Director	$112,269	$12,275	$124,544
KASSANRA VORCE	Director & C.D.	40.00	Director	$91,308	$15,846	$107,154
KAREN WRIGHT	Treasurer	1.00	Officer Director	$0	$0	$0
LORI GUY	CLERK	1.00	Officer Director	$0	$0	$0
KOLLEEN SCHMIDT	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	$1,770,043	$1,441,110	$1,091,341	$328,933
2023	$1,100,006	$896,320	$211,473	$203,686

BRANCHES SCHOOL OF THE BERKSHIRES INC