Clairbourn School Inc (EIN 951660338) - 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

Rebecca Berge

Phone

9493956920

Tax Period

2024-07-01 to 2025-06-30

Clairbourn School Inc, founded in 1926, is a mid-sized nonprofit that reported $10.0M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $8.5M left a modest 15% surplus.

Mission

Independent co-educational elementary school for students in grades pre-school through eighth grade.

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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 $1,380,102

Program Service Revenue $7,911,177

Investment Income $722,954

Other Revenue $0

TOTAL REVENUE $10,014,233

Expense Breakdown

Grants Paid $917,645

Salaries & Benefits $5,271,516

Fundraising Expenses $376,265

Program Expenses $7,464,478

Other Expenses $2,248,493

TOTAL EXPENSES $8,549,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,014,233	$8,817,939	+0.1%
Expenses	$8,549,757	$8,084,990	+0.1%
Net Income	$1,464,476	$732,949	+1.0%

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

Total Directors

Key Employees

$758,070

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert W Nafie	Trustee	3.00	Director	$0	$0	$0
Amy Patzlaff	Head of School	40.00	Key Emp	$316,300	$0	$316,300
Karen Paciorek	Lower School Director	40.00	Key Emp	$150,020	$0	$150,020
Jane Marks	Trustee	3.00	Director	$0	$0	$0
Livia Aryananda	Treasurer	3.00	Director	$0	$0	$0
Kerry Reiling	Secretary	3.00	Director	$0	$0	$0
Lucy Huang Chang	Vice President	3.00	Director	$0	$0	$0
Martin Espinoza	Trustee	3.00	Director	$0	$0	$0
Elizabeth Serhan	Trustee	3.00	Director	$0	$0	$0
Manuel Grace	Trustee	3.00	Director	$0	$0	$0
Rebecca Berge	Director of Business and Finance	40.00	Key Emp	$151,300	$0	$151,300
Bhart Manwani	Trustee	3.00	Director	$0	$0	$0
Debbie Chen	President	3.00	Director	$0	$0	$0
Janet Taylor	Assistant Head of School	40.00	Key Emp	$140,450	$0	$140,450
Connie Kim	Trustee	3.00	Director	$0	$0	$0
Jun Lau	Trustee	3.00	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	$10,014,233	$8,549,757	$24,540,251	$1,464,476
2024	No data	No data	No data	No data
2023	$8,455,705	$6,934,243	$17,833,992	$1,521,462
2022	$8,478,199	$6,538,950	$17,066,712	$1,939,249
2021	$5,942,673	$5,562,413	$16,147,262	$380,260

Clairbourn School Inc