THE BRANSON SCHOOL (EIN 940338330) - 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

1926

Legal Domicile

Principal Officer

CHRIS MAZZOLA

Phone

4154543612

Tax Period

2023-07-01 to 2024-06-30

THE BRANSON SCHOOL, founded in 1926, is a mid-sized nonprofit in the Education sector that reported $34.7M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.2M, a strong 15% operating margin.

Mission

TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADE 9 THROUGH 12.

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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 $9,118,009

Program Service Revenue $23,661,478

Investment Income $1,578,109

Other Revenue $298,734

TOTAL REVENUE $34,656,330

Expense Breakdown

Grants Paid $3,966,066

Salaries & Benefits $16,873,640

Fundraising Expenses $2,541,848

Program Expenses $21,146,264

Other Expenses $8,581,422

TOTAL EXPENSES $29,421,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,656,330	$25,923,511	+0.3%
Expenses	$29,421,128	$28,114,400	+0.0%
Net Income	$5,235,202	$-2,190,889	-3.4%

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

176

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

$1,013,092

Total Directors

Key Employees

$260,882

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
QUOC TRAN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KEN MCNEELY	BOARD CO-VICE CHAIR	2.00	Officer Director	$0	$0	$0
GREG TUSHER	BOARD CO-VICE CHAIR	2.00	Officer Director	$0	$0	$0
HADLEY MULLIN	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
KRISTIN KEEFFE	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE ASHLEY	TRUSTEE	2.00	Director	$0	$0	$0
RICH BOLLINI	TRUSTEE	2.00	Director	$0	$0	$0
SHELLEY BRANSTEN	TRUSTEE	2.00	Director	$0	$0	$0
CAMERON BRUGLER	TRUSTEE	2.00	Director	$0	$0	$0
NANCY CONNERY	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT CRABILL	TRUSTEE	2.00	Director	$0	$0	$0
ROGER CRAWFORD	TRUSTEE	2.00	Director	$0	$0	$0
JIM DIGNAN	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA DURAN	TRUSTEE	2.00	Director	$0	$0	$0
ALEXANDER FRASER	TRUSTEE	2.00	Director	$0	$0	$0
JOSH FISHER	TRUSTEE	2.00	Director	$0	$0	$0
CELIA GOLDEN	TRUSTEE	2.00	Director	$0	$0	$0
CHUCK GREENE	TRUSTEE	2.00	Director	$0	$0	$0
JT HERMAN	TRUSTEE	2.00	Director	$0	$0	$0
COREEN HESTER	TRUSTEE	2.00	Director	$0	$0	$0
LIZ HUME	TRUSTEE	2.00	Director	$0	$0	$0
KATIE HYDE	TRUSTEE	2.00	Director	$0	$0	$0
SLOAN KLEIN	TRUSTEE	2.00	Director	$0	$0	$0
COURTNEY BUIE LIPKIN	TRUSTEE	2.00	Director	$0	$0	$0
ANGELA LIU	TRUSTEE	2.00	Director	$0	$0	$0
KATRINA O'CONNELL	TRUSTEE	2.00	Director	$0	$0	$0
SHIH-WEI PENG	TRUSTEE	2.00	Director	$0	$0	$0
ERIC PROSNITZ	TRUSTEE	2.00	Director	$0	$0	$0
SHALU SALUJA	TRUSTEE	2.00	Director	$0	$0	$0
MAYA LANGER SEGAL	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA SPALY	TRUSTEE	2.00	Director	$0	$0	$0
CONNIE TREADWELL	TRUSTEE	2.00	Director	$0	$0	$0
LISA WENDT	TRUSTEE	2.00	Director	$0	$0	$0
JACK DALY	TRUSTEE (THRU AUG 2023)	2.00	Director	$0	$0	$0
CHRISTINA K MAZZOLA	HEAD OF SCHOOL	40.00	Officer	$581,545	$58,901	$640,446
DAVID HANSON	CFOO	40.00	Officer	$327,953	$44,693	$372,646
NATHALIO GRAY	ASST HEAD FOR MISSION ADVANCEMENT	40.00	Key Emp	$229,475	$31,407	$260,882
JIM ZIMMERMAN	CAO	40.00	Highest	$341,706	$60,396	$402,102
JEFFREY SYMONDS	DIRECTOR OF STUDIES	40.00	Highest	$179,694	$34,114	$213,808
MATTHEW LANE	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$176,450	$25,465	$201,915
MICHELLE JONES	DIRECTOR OF HR	40.00	Highest	$172,216	$29,461	$201,677
AMBER JOHNSON	DIRECTOR OF FINANCE	40.00	Highest	$172,203	$18,460	$190,663

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	$34,656,330	$29,421,128	$86,775,568	$5,235,202
2023	$25,923,511	$28,114,400	$77,162,432	$-2,190,889
2022	$29,518,010	$26,236,764	$77,234,080	$3,281,246
2021	$25,945,124	$24,663,890	$85,495,274	$1,281,234
2020	$22,274,737	$21,023,794	$76,168,406	$1,250,943
2019	$22,620,790	$22,443,893	$75,804,004	$176,897
2018	$21,668,373	$19,928,788	$74,734,428	$1,739,585

THE BRANSON SCHOOL