SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Brookstone Schools
Charlotte, NC · Independent school
THE READ · FREE SUMMARY
Brookstone Schools looks durable. The school holds 1.5 years of operating cushion, a healthy buffer. Revenue is unusually diversified at 21% tuition-dependent (peer median 88%). Staff compensation runs 75% of expenses, generous relative to peers. Expenses are outpacing revenue 16.2% vs 13.4% per year over three years, signaling margin compression worth flagging. NACUBO Composite Financial Index: 6.6 / 10, strong.
Brookstone Schools runs only 21% tuition-dependent — unusually diversified for an independent school. Endowment payout and contributions carry meaningful weight in the operating budget.
Brookstone Schools reported $4.2M in revenue against $4.0M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $6.1M — about 1.53x annual operating expense.
Operating margin landed at 4.6%, with 21.4% of revenue coming from tuition. Among same-size peers, that puts Brookstone Schools at the p55 on operating margin.
$4.2M
REVENUE FY2023
4.6%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
Subscribe to see the full report.
Ten panels on Brookstone Schools: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
ANNUAL SUBSCRIPTION · CANCEL ANYTIME · 99 FOUNDING SPOTS LEFT
WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Brookstone Schools ranks 12th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
The full school report
Ten panels. One school. A year of access.
$250 a year — or $100 the first year for the founding 100.
ANNUAL SUBSCRIPTION · $100 FIRST YEAR FOR FOUNDING MEMBERS · CANCEL ANYTIME · 99 FOUNDING SPOTS LEFT