Liabilities / Assets
39th percentile
Higher debt load relative to assets than 39% of similar nonprofits.
Brooke School Foundation Inc
EIN 30-0015324 • 501(c)3 • Roslindale, MA
Profile
The mission of the brooke school foundation is the enhancement of educational opportunities for children in the boston area, specifically promoting the financial well being of the brooke charter schools.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.12x
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
91st percentile
Higher net margin than 91% of similar nonprofits.
Top Officer Pay
9th percentile
Higher top officer pay than 9% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Balance Sheet
Assets
Up$49,005,897
Up $738,114 (+1.5%) from 2024
Liabilities
Down$6,114,654
Down $1,741,776 (-22%) from 2024
Net Assets
Up$42,891,243
Up $2,479,890 (+6.1%) from 2024
Revenue
Down$3,688,205
Down $1,110,162 (-23%) from 2024
Expenses
Up$1,666,668
Up $253,960 (+18%) from 2024
Net Income
Down$2,021,537
Down $1,364,122 (-40%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $49,005,897
- Liabilities
- $6,114,654
- Net assets
- $42,891,243
- Revenue
- $3,688,205
- Expenses
- $1,666,668
- Net income
- $2,021,537
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Dec 12, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $3,688,205
Mission and Program Overview
Mission
The mission of the brooke school foundation is the enhancement of educational opportunities for children in the boston area, specifically promoting the financial well being of the brooke charter schools.
Promote the financial well-being and provide financial support to the brooke charter schools, their students, and their graduates.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $29,724,340 | $29,888,989 | ▲ $164,649 |
| Savings and Temporary Cash Investments | $8,762,054 | $8,710,395 | ▼ $51,659 |
| Investments in Publicly Traded Securities | $4,834,460 | $5,406,169 | ▲ $571,709 |
| Land, Buildings, and Equipment, Net | $4,506,429 | $4,361,557 | ▼ $144,872 |
| Prepaid Expenses and Deferred Charges | - | $433,287 | - |
| Pledges and Grants Receivable | $440,500 | $205,500 | ▼ $235,000 |
| Total Assets | $48,267,783 | $49,005,897 | ▲ $738,114 |
| Liabilities | |||
| Deferred Revenue | $5,949,208 | $5,878,905 | ▼ $70,303 |
| Other Liabilities | $882,677 | $158,486 | ▼ $724,191 |
| Accounts Payable and Accrued Expenses | $1,024,545 | $77,263 | ▼ $947,282 |
| Total Liabilities | $7,856,430 | $6,114,654 | ▼ $1,741,776 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $36,048,726 | $38,646,643 | ▲ $2,597,917 |
| Net Assets With Donor Restrictions | $4,362,627 | $4,244,600 | ▼ $118,027 |
| Total Net Assets Fund Balance | $40,411,353 | $42,891,243 | ▲ $2,479,890 |
| Total Liabilities and Net Assets / Fund Balance | $48,267,783 | $49,005,897 | ▲ $738,114 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $3,097,441 | $2,798,443 | $5,895,884 |
| Land | $1,264,116 | - | $1,264,116 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Jacob Grossman | President |
| Abbey Shavell | Director |
| Kimberly Steadman | Director |
| Jon Clark | Clerk |
| Carla Desantis | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $1,079,924
- Program Service Revenue
- $0
- Investment Income
- $2,104,691
- Other Revenue
- $503,590
- All Other Contributions
- $1,079,924
- Change in Net Assets
- $2,021,537
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $1,407,471 |
| Other Expenses | $259,197 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,407,471 | - | - | $1,407,471 |
| Depreciation Depletion | $144,872 | - | - | $144,872 |
| Fees for Service Investment Mgmnt Fees | - | $43,281 | - | $43,281 |
| Other Expenses | $5,964 | $500 | - | $500 |
| Total Functional Expenses | $1,622,887 | $43,781 | $0 | $1,666,668 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Brooke Charter School | Roslindale, MA | - | Provide Financial Support to Brooke Charter School | $1,407,471 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |