Nonprofit · EIN 94-2494458
PHILLIPS BROOKS SCHOOL
Tax-exempt · MENLO PARK, CA 94025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,638,994 | $17,948,618 | -$1,309,624 | $84,036,415 | $57,996,303 | $26,040,112 |
| June 30, 2024 | 990 | $16,517,195 | $17,436,076 | -$918,881 | $83,757,458 | $57,933,257 | $25,824,201 |
| June 30, 2023 | 990 | $15,412,904 | $16,164,496 | -$751,592 | $82,859,507 | $57,473,648 | $25,385,859 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,634,313
- Program service revenue
- $14,023,055
- Investment income
- $975,249
- Net gain from sales of assets
- $1,921
- Net income from fundraising events
- -$23,263
- Other revenue
- $6,377
Expenses
- Grants and similar amounts paid
- $993,351
- Compensation of officers, directors and key employees
- $1,226,311
- Other salaries and wages
- $7,110,015
- Salaries, compensation and benefits (total)
- $10,286,524
- Professional fundraising fees
- $0
- Legal fees
- $100,368
- Accounting fees
- $151,329
- Occupancy
- $3,033,075
- Depreciation
- $799,919
- Program services (functional)
- $13,686,435
- Management and general (functional)
- $3,561,909
- Fundraising (functional)
- $700,274
Balance sheet and other
- Total assets, start of year
- $83,757,458
- Total assets, end of year
- $84,036,415
- Total liabilities, end of year
- $57,996,303
- Net assets, end of year
- $26,040,112
- Land, buildings and equipment
- $6,423,411
- Publicly traded securities
- $28,075,661
- Net assets without donor restrictions
- $8,063,544
- Net assets with donor restrictions
- $17,976,568
- Gross receipts
- $20,133,524
- Employees
- 94
- Volunteers
- 300
- Year formed
- 1978
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT ERICKSON | HEAD OF SCHOOL (THRU 6/30/24) Former | 40 | $1,122,439 | $26,440 |
| SARA POPLACK | ASSISTANT HEAD OF SCHOOL FOR ACADEMICS Highest-paid employee | 40 | $255,863 | $69,098 |
| OLANA KHAN | ASSISTANT HEAD OF SCHOOL Officer | 40 | $248,274 | $35,433 |
| SHANNON ATKINSON | CFO (THRU 1/25) Officer | 40 | $257,805 | $19,834 |
| LISA BOULGER | EA TO HOS, OFFICE MANAGER & REGISTRAR Highest-paid employee | 40 | $183,816 | $40,442 |
| LILY HUI | CONTROLLER Highest-paid employee | 40 | $187,870 | $33,045 |
| DIANE ROSENBERG | INTERIM HEAD OF SCHOOL Officer | 40 | $207,937 | $12,037 |
| LANE YOUNG | DIRECTOR OF I.T. Highest-paid employee | 40 | $174,790 | $21,037 |
| ELIZABETH BUSBY | SENIOR STRATEGY ADVISOR Highest-paid employee | 40 | $147,188 | $10,303 |
| PUJA BATRA | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JENNY BROKAW | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MAYA DANI | VICE CHAIR FINANCE Trustee or director, Officer | 2 | $0 | $0 |
| MARIE KAYAL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ASHU AGRAWAL | TRUSTEE & EXEC COMM MEMBER Trustee or director | 2 | $0 | $0 |
| WILEY ANDERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMBUL DESAI | TRUSTEE Trustee or director | 2 | $0 |
| CINDY DODD | TRUSTEE Trustee or director | 2 | $0 |
| TAMARA DUNN | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTIAN HEIM | TRUSTEE Trustee or director | 2 | $0 |
| EDWARD JOHNSON | TRUSTEE Trustee or director | 2 | $0 |
| CHRIS MIRONOV | TRUSTEE Trustee or director | 2 | $0 |
| RACHEL SKIFFER | TRUSTEE Trustee or director | 2 | $0 |
| SEEMA DARYANANI | TRUSTEE Trustee or director | 2 | $0 |
| JAMES BARAJAS | DIRECTOR OF FINANCE Officer | 40 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT ERICKSON | HEAD OF SCHOOL Officer | 40 | $508,433 | $22,329 |
| KIM NORMINGTON | CFO Officer | 40 | $268,779 | $747 |
| SARA POPLACK | ASSISTANT HEAD OF SCHOOL OF ACADEMICS Highest-paid employee | 40 | $236,267 | $8,599 |
| OLANA KHAN | ASSIST. HEAD OF SCHOOL Officer | 40 | $222,821 | $14,371 |
| SCOTT HUNT | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $212,892 | $12,075 |
| LILY HUI | CONTROLLER Highest-paid employee | 40 | $180,000 | $18,432 |
| LISA BOULGER | EA TO HEAD AND OFFICE MGR Highest-paid employee | 40 | $167,081 | $25,781 |
| VANESSA ORTEGA | DIRECTOR OF ADMISSION Highest-paid employee | 40 | $174,005 | $10,008 |
| PUJA BATRA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JENNY BROKAW | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVID CHAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARSHALL HAINES | VICE CHAIR FOR FINANCE Trustee or director, Officer | 2 | $0 | $0 |
| CHARLOTTE WAXMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAYA DANI | VICE CHAIR FOR FINANCE Trustee or director, Officer | 2 | $0 | $0 |
| CINDY DODD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALEXANDER KVAMME | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASHU AGRAWAL | TRUSTEE & EXEC COMM MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| SUMBUL DESAI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EDWARD JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DIANE ROSENBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WILEY ANDERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARIE KAYAL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SEEMA DARYANANI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTINE MIRONOV | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RACHAEL SKIFFER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TAMARA DUNN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTIAN HEIM | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT ERICKSON | HEAD OF SCHOOL Officer | 40 | $462,435 | $71,408 |
| KIM NORMINGTON | CHIEF FINANCIAL OFFICER Officer | 40 | $257,063 | $33,469 |
| OLANA KHAN | ASSIST. HEAD OF SCHOOL Officer | 40 | $198,872 | $43,846 |
| LILY HUI | CONTROLLER Highest-paid employee | 40 | $170,342 | $39,121 |
| LISA BOULGER | EA TO HEAD AND OFFICE MGR Highest-paid employee | 40 | $146,488 | $50,914 |
| LANE YOUNG | DIRECTOR OF EDUCATION TECH Highest-paid employee | 40 | $157,441 | $32,574 |
| BEN THOMASIAN | NETWORK AND SYSTEMS MANAGE Highest-paid employee | 40 | $150,353 | $29,956 |
| SHERMAN DRAKE | TEACHER Highest-paid employee | 40 | $136,655 | $30,676 |
| PUJA BATRA | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| JENNY BROKAW | VICE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| DAVID CHAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABIGAIL DURBAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARSHALL HAINES | VICE CHAIR FOR FINANCE Trustee or director, Officer | 2 | $0 | $0 |
| CHARLOTTE WAXMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAYA DANI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CINDY DODD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALEXANDER KVAMME | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASHU AGRAWAL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SUMBUL DESAI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| EDWARD JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WILEY ANDERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARIE KAYAL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DIANE ROSENBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2245 AVY AVE, MENLO PARK, CA 94025-6707
- Principal officer (990 for 2024)
- DIANE ROSENBERG, 2245 AVY AVENUE, MENLO PARK, CA 94025
- Signed the 990
- JENNIFER BOHNEN, HEAD OF SCHOOL
- Phone
- (650) 854-4545
- Website
- WWW.PHILLIPSBROOKS.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2494458 or by the name PHILLIPS BROOKS SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 UNIQUENESS OF EACH PERSON.
Program accomplishments
- EDUCATE APPROXIMATELY 300 STUDENTS TO ADVANCE ONE GRADE FROM PRESCHOOL THROUGH FIFTH GRADE WHILE PROVIDING EXCEPTIONAL EDUCATIONAL EXPERIENCE AND OPPORTUNITIES.Expenses $13,686,435 · grants $993,351 · revenue $14,052,695
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2494458
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $84,036,415
- Income (IRS master file)
- $20,133,524
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,638,994 | $17,948,618 | $84,036,415 | IRS |
| 990 | June 2024 | $16,517,195 | $17,436,076 | $83,757,458 | IRS |
| 990 | June 2023 | $15,412,904 | $16,164,496 | $82,859,507 | XML |
| 990 | June 2022 | $14,377,581 | $14,945,405 | $38,554,013 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2494458).
Questions about PHILLIPS BROOKS SCHOOL
- What is the EIN of PHILLIPS BROOKS SCHOOL?
- The employer identification number (EIN) of PHILLIPS BROOKS SCHOOL is 94-2494458.
- Is PHILLIPS BROOKS SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to PHILLIPS BROOKS SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHILLIPS BROOKS SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHILLIPS BROOKS SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILLIPS BROOKS SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHILLIPS BROOKS SCHOOL?
- The 990 for the year ended June 30, 2025 names DIANE ROSENBERG.
- Who are the officers and directors of PHILLIPS BROOKS SCHOOL?
- The 990 for the year ended June 30, 2025 lists 24 people; 9 received compensation from the organization, the highest $1,122,439 (SCOTT ERICKSON, HEAD OF SCHOOL (THRU 6/30/24)).
- How much revenue does PHILLIPS BROOKS SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,638,994, expenses of $17,948,618 and total assets of $84,036,415 at year end.
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