THE PHILLIPS BROOKS 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

1978

Legal Domicile

Principal Officer

DIANE ROSENBERG

Phone

6508544545

Tax Period

2023-07-01 to 2024-06-30

THE PHILLIPS BROOKS SCHOOL, founded in 1978, is a mid-sized nonprofit in the Education sector that reported $16.5M in total revenue in fiscal year 2023.

Mission

THE PHILLIPS BROOKS SCHOOL COMMUNITY INSPIRES STUDENTS TO LOVE LEARNING, TO DEVELOP A SPIRITUAL NATURE, TO COMMUNICATE EFFECTIVELY, TO BE KIND TO OTHERS AND TO RESPECT THE UNIQUENESS OF EACH PERSON.

Program Service Accomplishments

Program 1

Expenses: $12,616,095 Revenue: $13,376,266

EDUCATE APPROXIMATELY 300 STUDENTS TO ADVANCE ONE GRADE FROM PRESCHOOL THROUGH FIFTH GRADE WHILE PROVIDING EXCEPTIONAL EDUCATIONAL EXPERIENCE AND OPPORTUNITIES.

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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 $2,110,729

Program Service Revenue $13,269,531

Investment Income $1,108,420

Other Revenue $28,515

TOTAL REVENUE $16,517,195

Expense Breakdown

Grants Paid $978,978

Salaries & Benefits $10,181,402

Fundraising Expenses $784,309

Program Expenses $12,616,095

Other Expenses $6,275,696

TOTAL EXPENSES $17,436,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,517,195	$15,412,904	+0.1%
Expenses	$17,436,076	$16,164,496	+0.1%
Net Income	$-918,881	$-751,592	+0.2%

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

Volunteers

300

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

$1,037,480

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PUJA BATRA	CHAIR	2.00	Officer Director	$0	$0	$0
JENNY BROKAW	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DAVID CHAN	TRUSTEE	2.00	Director	$0	$0	$0
MARSHALL HAINES	VICE CHAIR FOR FINANCE	2.00	Officer Director	$0	$0	$0
CHARLOTTE WAXMAN	TRUSTEE	2.00	Director	$0	$0	$0
MAYA DANI	VICE CHAIR FOR FINANCE	2.00	Officer Director	$0	$0	$0
CINDY DODD	TRUSTEE	2.00	Director	$0	$0	$0
ALEXANDER KVAMME	TRUSTEE	2.00	Director	$0	$0	$0
ASHU AGRAWAL	TRUSTEE & EXEC COMM MEMBER	2.00	Officer Director	$0	$0	$0
SUMBUL DESAI	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
DIANE ROSENBERG	TRUSTEE	2.00	Director	$0	$0	$0
WILEY ANDERSON	TRUSTEE	2.00	Director	$0	$0	$0
MARIE KAYAL	SECRETARY	2.00	Officer Director	$0	$0	$0
SEEMA DARYANANI	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE MIRONOV	TRUSTEE	2.00	Director	$0	$0	$0
RACHAEL SKIFFER	TRUSTEE	2.00	Director	$0	$0	$0
TAMARA DUNN	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTIAN HEIM	TRUSTEE	2.00	Director	$0	$0	$0
KIM NORMINGTON	CFO	40.00	Officer	$268,779	$747	$269,526
SCOTT ERICKSON	HEAD OF SCHOOL	40.00	Officer	$508,433	$22,329	$530,762
OLANA KHAN	ASSIST. HEAD OF SCHOOL	40.00	Officer	$222,821	$14,371	$237,192
LISA BOULGER	EA TO HEAD AND OFFICE MGR	40.00	Highest	$167,081	$25,781	$192,862
SARA POPLACK	ASSISTANT HEAD OF SCHOOL OF ACADEMICS	40.00	Highest	$236,267	$8,599	$244,866
SCOTT HUNT	DIRECTOR OF DEVELOPMENT	40.00	Highest	$212,892	$12,075	$224,967
LILY HUI	CONTROLLER	40.00	Highest	$180,000	$18,432	$198,432
VANESSA ORTEGA	DIRECTOR OF ADMISSION	40.00	Highest	$174,005	$10,008	$184,013

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	$16,517,195	$17,436,076	$83,757,458	$-918,881
2023	$15,412,904	$16,164,496	$82,859,507	$-751,592
2022	$14,377,581	$14,945,405	$38,554,013	$-567,824
2021	$13,166,824	$14,333,182	$41,455,969	$-1,166,358
2020	$14,040,646	$13,062,381	$39,342,533	$978,265
2019	$12,767,242	$12,628,808	$37,764,735	$138,434
2018	$12,166,569	$11,556,838	$36,633,523	$609,731