THE BUSH SCHOOL (EIN 910161095) - 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

1931

Legal Domicile

Principal Officer

PERCY ABRAM

Phone

2063227978

Tax Period

2023-07-01 to 2024-06-30

THE BUSH SCHOOL, founded in 1931, is a mid-sized nonprofit in the Education sector that reported $38.2M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $35.8M left a modest 6% surplus.

Mission

TO SPARK IN STUDENTS OF DIVERSE BACKGROUNDS AND TALENTS A PASSION FOR LEARNING, ACCOMPLISHMENT, AND CONTRIBUTION TO THEIR COMMUNITIES.

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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 $4,931,431

Program Service Revenue $31,238,168

Investment Income $1,782,657

Other Revenue $269,572

TOTAL REVENUE $38,221,828

Expense Breakdown

Grants Paid $5,335,972

Salaries & Benefits $19,770,118

Fundraising Expenses $1,343,662

Program Expenses $28,796,210

Other Expenses $10,685,054

TOTAL EXPENSES $35,791,144

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,221,828	$34,927,423	+0.1%
Expenses	$35,791,144	$32,730,181	+0.1%
Net Income	$2,430,684	$2,197,242	+0.1%

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

313

Volunteers

250

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

$786,631

Total Directors

Key Employees

$1,183,094

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PERCY ABRAM	HEAD OF SCHOOL	40.00	Officer	$471,315	$40,107	$511,422
RATHER STANTON	CFO & COO	40.00	Officer	$262,534	$12,675	$275,209
MATTHEW LAI	DIRECTOR OF UPPER SCHOOL	40.00	Key Emp	$208,186	$17,501	$225,687
SHARON HURT	DIRECTOR OF DEV. & STRATEG	40.00	Key Emp	$201,108	$22,168	$223,276
SARAH SMITH	AHOS FOR ACADEMICS	40.00	Key Emp	$198,354	$17,005	$215,359
JO ITO	DIRECTOR OF ATHLETICS	40.00	Key Emp	$157,053	$23,673	$180,726
ADAM CHOICE	DIRECTOR OF ENROLLMENT MANAGEMENT	40.00	Key Emp	$152,245	$17,816	$170,061
SHAWNA SKJONSBERG-FOTOPOULOS	DIRECTOR OF HUMAN RESOURCES	40.00	Key Emp	$150,565	$17,420	$167,985
AMANDA GEISMANN	CONTROLLER	40.00	Highest	$145,816	$14,349	$160,165
ALIYA VIRANI	DIRECTOR OF LOWER SCHOOL	40.00	Highest	$147,254	$8,907	$156,161
MELISSA LANCTOT	DIR. OF CC & STUDENT SUCCESS	40.00	Highest	$135,047	$20,525	$155,572
CHRISTINE MILLER	UPPER SCHOOL FAC. & DEAN	40.00	Highest	$131,904	$18,658	$150,562
ETHAN DELAVAN	DIR. OF TECH & EXT. PROG.	40.00	Highest	$127,909	$21,005	$148,914
LISA CARROLL	PRESIDENT/CHAIR	10.00	Officer Director	$0	$0	$0
SALONE HABIBUDDIN	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
KARIM LESSARD	SECRETARY	10.00	Officer Director	$0	$0	$0
AMY FERNANDES	CO-TREASURER, CO-CHAIR	10.00	Officer Director	$0	$0	$0
ATUL BALI	CO-TREASURER, CO-CHAIR	10.00	Officer Director	$0	$0	$0
WESLEY BURNS	CHAIR, INVESTMENT COMMITTEE	10.00	Officer Director	$0	$0	$0
JULIE OKERSTROM	CHAIR, DEVELOPMENT COMMITTEE	10.00	Officer Director	$0	$0	$0
QUENTIN STREETS	CHAIR, DEI	10.00	Officer Director	$0	$0	$0
JUDI YATES	CO-CHAIR, CDDTF	10.00	Officer Director	$0	$0	$0
KATHY O'KELLEY	CO-CHAIR, CDDTF	10.00	Officer Director	$0	$0	$0
CHRIS CHICKADEL	CO-CHAIR, CCTF	10.00	Officer Director	$0	$0	$0
EMILY ALHADEFF	CO-CHAIR - CCTF	10.00	Officer Director	$0	$0	$0
LOREN ALHADEFF	TRUSTEE	10.00	Director	$0	$0	$0
STEVE BANKS	TRUSTEE	10.00	Director	$0	$0	$0
MANEESH BATRA	TRUSTEE	10.00	Director	$0	$0	$0
ZANE BEHNKE	TRUSTEE	10.00	Director	$0	$0	$0
CRAIGE BLACKMORE	TRUSTEE	10.00	Director	$0	$0	$0
IRENE FISHER	TRUSTEE	10.00	Director	$0	$0	$0
GEOFF HARRIS	TRUSTEE	10.00	Director	$0	$0	$0
PATRICIA PATTI HEARN	TRUSTEE	10.00	Director	$0	$0	$0
DANIEL PAK	TRUSTEE	10.00	Director	$0	$0	$0
JENNIFER SCHORSCH	TRUSTEE	10.00	Director	$0	$0	$0
OMAR SHAHINE	TRUSTEE	10.00	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	$38,221,828	$35,791,144	$107,364,663	$2,430,684
2023	$34,927,423	$32,730,181	$104,256,992	$2,197,242
2022	$32,464,051	$28,237,738	$88,249,884	$4,226,313
2021	$33,051,809	$25,476,072	$78,878,554	$7,575,737
2020	$31,213,281	$24,966,139	$64,352,035	$6,247,142
2019	$30,437,068	$24,570,253	$56,816,184	$5,866,815
2018	$24,212,618	$22,785,599	$50,961,674	$1,427,019

THE BUSH SCHOOL