Phillips Brooks School
- Assets
- $41.5m
- Revenue
- $13.2m
- Investments
- $0.0
- Employees
- 81
- Location
- Menlo Park, CA
- Founding
- 07/1978
- Data as of
- 06/2021
- EIN
- 94-2494458
Organization Overview
Phillips Brooks School is located in Menlo Park, CA. The organization was established in 1978. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2021, Phillips Brooks School employed 81 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phillips Brooks School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Phillips Brooks School generated $13.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.9% each year. All expenses for the organization totaled $14.3m during the year ending 06/2021. While expenses have increased by 6.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
INDEPENDENT COEDUCATIONAL SCHOOL FOR STUDENTS IN PRESCHOOL THROUGH FIFTH GRADE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATE APPROXIMATELY 295 STUDENTS TO ADVANCE ONE GRADE FROM PRESCHOOL THROUGH FIFTH GRADE WHILE PROVIDING EXCEPTIONAL EDUCATIONAL EXPERIENCE AND OPPORTUNITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott Erickson Head Of School | Officer | 40 | $431,962 |
Kim Normington Director Of Finance | Officer | 40 | $233,567 |
Olana Khan Assist. Head Of School For Advancement & Strategy | Officer | 40 | $176,089 |
Lane Young Director Of Education Tech | 40 | $142,684 | |
Ben Thomasian Network And Systems Manager | 40 | $136,918 | |
Margaret Tully Teacher | 40 | $136,340 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Jg Ramos Janitorial Services Janitorial | 6/29/21 | $244,069 |
Caw Architects Inc Master Planning & Design | 6/29/21 | $195,201 |
Ciari Plumbing & Heating Inc Plumbing & Heating | 6/29/21 | $170,488 |
Community Counselling Service Co Llc Consultant | 6/29/21 | $105,000 |
Bayscape Management Inc Landscape | 6/29/21 | $124,245 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $313,562 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,936,932 |
| Noncash contributions included in lines 1a–1f | $85,357 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,250,494 |
| Total Program Service Revenue | $10,100,565 |
| Investment income | $335,303 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $474,845 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $13,166,824 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $925,918 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $974,837 |
| Compensation of current officers, directors, key employees. | $745,590 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $6,063,672 |
| Pension plan accruals and contributions | $443,366 |
| Other employee benefits | $771,727 |
| Payroll taxes | $484,138 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $76,321 |
| Fees for services: Accounting | $57,367 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $24,925 |
| Fees for services: Other | $271,619 |
| Advertising and promotion | $53,230 |
| Office expenses | $505,472 |
| Information technology | $339,258 |
| Royalties | $0 |
| Occupancy | $1,331,896 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $420,857 |
| Insurance | $103,634 |
| All other expenses | $0 |
| Total functional expenses | $14,333,182 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,377,118 |
| Savings and temporary cash investments | $210,082 |
| Pledges and grants receivable | $817,494 |
| Accounts receivable, net | $2,574,771 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $403,143 |
| Net Land, buildings, and equipment | $7,564,576 |
| Investments—publicly traded securities | $24,431,128 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $77,657 |
| Total assets | $41,455,969 |
| Accounts payable and accrued expenses | $1,571,654 |
| Grants payable | $0 |
| Deferred revenue | $10,062,602 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,539,582 |
| Total liabilities | $13,173,838 |
| Net assets without donor restrictions | $11,772,364 |
| Net assets with donor restrictions | $16,509,767 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $41,455,969 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Phillips Brooks School has recieved totaling $30,000.
| Awarding Organization | Amount |
|---|---|
The Chan Family Foundation Cupertino, CA PURPOSE: CHARITABLE | $30,000 |
Endowment Analysis
| Beg. Balance | $10,839,314 |
| Earnings | $2,520,367 |
| Net Contributions | $2,500 |
| Other Expense | $421,859 |
| Ending Balance | $12,940,322 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Creative Center Of Los Altos Los Altos, CA | $170,822,611 | $50,231,203 |
Oakwood School North Hollywood, CA | $131,214,925 | $40,512,387 |
Wildwood School Inc Los Angeles, CA | $86,448,080 | $38,177,997 |
Classical Academy Incorporated Escondido, CA | $75,670,985 | $34,177,017 |
Paragon Management Surprise, AZ | $64,904,410 | $28,676,995 |
Harbor Day Endowment Corporation Corona del Mar, CA | $29,496,561 | $8,033,762 |
Center For Early Education West Hollywood, CA | $163,132,439 | $27,283,122 |
Santa Fe Christian Schools Solana Beach, CA | $72,145,924 | $27,955,484 |
Phoenix Country Day School Paradise Valley, AZ | $77,907,724 | $28,726,427 |
Tarbut Vtorah Community Day School Irvine, CA | $104,560,863 | $24,620,400 |
Westside Neighborhood School Los Angeles, CA | $23,646,249 | $23,017,600 |
Town School For Boys San Francisco, CA | $94,398,193 | $22,080,958 |