KATHERINE DELMAR BURKE SCHOOL (EIN 941156256) - 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

1945

Legal Domicile

Principal Officer

PATRICIA NEVILLE

Phone

4157510177

Tax Period

2024-07-01 to 2025-06-30

KATHERINE DELMAR BURKE SCHOOL, founded in 1945, is a mid-sized nonprofit that reported $24.2M in total revenue in fiscal year 2024. Net assets of $56.2M represent 28 months of operating reserves.

Mission

EDUCATIONAL SERVICES FOR GIRLS AND YOUNG WOMEN.

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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 $3,235,892

Program Service Revenue $19,186,192

Investment Income $1,921,749

Other Revenue $-102,677

TOTAL REVENUE $24,241,156

Expense Breakdown

Grants Paid $3,452,125

Salaries & Benefits $14,029,551

Fundraising Expenses $1,443,781

Program Expenses $19,632,274

Other Expenses $7,601,021

TOTAL EXPENSES $25,082,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,241,156	$22,775,858	+0.1%
Expenses	$25,082,697	$23,699,216	+0.1%
Net Income	$-841,541	$-923,358	-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

145

Volunteers

200

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

$999,856

Total Directors

Key Employees

$743,193

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHANNA CALABRIA	PRESIDENT	10.00	Officer Director	$0	$0	$0
OWEN DEHOFF	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JUNE KITAGAWA	SECRETARY	10.00	Officer Director	$0	$0	$0
GABE SANTOS	TREASUER	10.00	Officer Director	$0	$0	$0
ABRAHAM MARTINEZ	TRUSTEE	5.00	Director	$0	$0	$0
CLAUDINE EMEOTT	TRUSTEE	5.00	Director	$0	$0	$0
DAWN ROSENBERG JHA	TRUSTEE	5.00	Director	$0	$0	$0
GIL BARRETT	TRUSTEE	5.00	Director	$0	$0	$0
JAMES GUTIERREZ	TRUSTEE	5.00	Director	$0	$0	$0
JENNIFER JARRETT	TRUSTEE	5.00	Director	$0	$0	$0
JEREMY SCHERER	TRUSTEE	5.00	Director	$0	$0	$0
JIMMY FRANZONE	TRUSTEE	5.00	Director	$0	$0	$0
LAUREN DILLARD	TRUSTEE	5.00	Director	$0	$0	$0
LIZ MEYERDIRK	TRUSTEE	5.00	Director	$0	$0	$0
MAX BOYER GLYNN	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL NERUDA	TRUSTEE	5.00	Director	$0	$0	$0
MUHAMMAD NADHIRI	TRUSTEE	5.00	Director	$0	$0	$0
NISBA HUSAIN	TRUSTEE	5.00	Director	$0	$0	$0
RACHEL SKIFFER	TRUSTEE	5.00	Director	$0	$0	$0
RAHUL CHANDARANA	TRUSTEE	5.00	Director	$0	$0	$0
ROBERTO DERIZANS	TRUSTEE	5.00	Director	$0	$0	$0
SASHA FAHIMI	TRUSTEE	5.00	Director	$0	$0	$0
STAR PLAXTON-MOORE	TRUSTEE	5.00	Director	$0	$0	$0
STEPHANIE WITHERS	TRUSTEE	5.00	Director	$0	$0	$0
THAYER MEICLER	TRUSTEE	6.00	Director	$0	$0	$0
ZOE DUSKIN	TRUSTEE	7.00	Director	$0	$0	$0
MICHELE WILLIAMS	HEAD OF SCHOOL	40.00	Officer	$634,597	$57,223	$691,820
PATRICIA NEVILLE	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$277,713	$30,323	$308,036
ALICE MOORE	ASSOCIATE HEAD OF SCHOOL	40.00	Key Emp	$241,440	$38,115	$279,555
SHEENA TART-ZELVIN	DIRECTOR OF UPPER SCHOOL	40.00	Key Emp	$196,195	$19,256	$215,451
YUKIKO MEADOWS	DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$222,115	$26,072	$248,187
NATALIE MAST	DIRECTOR OF ADMISSIONS	40.00	Highest	$169,523	$19,197	$188,720
RENITA LIVOLSI	DIRECTOR OF DEIB	40.00	Highest	$169,403	$22,980	$192,383
FRANCES YANG	DIR OF CURRICULUM AND INNOVATION	40.00	Highest	$161,669	$24,464	$186,133
ASHLING BRYANT	DIRECTOR OF ATHLETICS	40.00	Highest	$161,490	$9,303	$170,793
ALEXANDER DEMUSHKANE	DIRECTOR OF TECHNOLOGY	40.00	Highest	$160,077	$25,687	$185,764

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	$24,241,156	$25,082,697	$79,821,613	$-841,541
2024	$22,775,858	$23,699,216	$78,023,100	$-923,358
2023	$21,916,689	$21,941,760	$75,693,360	$-25,071
2022	$21,190,147	$21,511,205	$73,701,974	$-321,058
2021	$21,215,262	$20,767,060	$80,521,626	$448,202
2020	$20,711,006	$18,370,048	$75,270,367	$2,340,958
2019	$22,273,247	$17,507,086	$70,187,205	$4,766,161
2018	$24,971,386	$15,979,547	$67,756,274	$8,991,839

KATHERINE DELMAR BURKE SCHOOL