WAYNFLETE SCHOOL (EIN 010211565) - 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

1935

Legal Domicile

Principal Officer

GEOFFREY WAGG

Phone

2077745721

Tax Period

2024-07-01 to 2025-06-30

WAYNFLETE SCHOOL, founded in 1935, is a mid-sized nonprofit in the Education sector that reported $32.0M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.4M, a strong 17% operating margin.

Mission

TO OFFER LOWER, MIDDLE, AND UPPER SCHOOL EDUCATION WHICH ENGAGES THE IMAGINATION AND INTELLECT OF ITS STUDENTS, GUIDES THEM TOWARDS SELF- GOVERNANCE AND SELF-KNOWLEDGE AND ENCOURAGES THEIR RESPONSIBLE AND CARING PARTICIPATION IN THE WORLD.

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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 $7,375,364

Program Service Revenue $22,672,603

Investment Income $1,966,066

Other Revenue $3,459

TOTAL REVENUE $32,017,492

Expense Breakdown

Grants Paid $5,591,367

Salaries & Benefits $15,024,688

Fundraising Expenses $978,961

Program Expenses $21,924,326

Other Expenses $5,578,291

TOTAL EXPENSES $26,643,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,017,492	$29,462,350	+0.1%
Expenses	$26,643,684	$26,364,273	+0.0%
Net Income	$5,373,808	$3,098,077	+0.7%

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

341

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

$844,129

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEOFFREY WAGG	HEAD OF SCHO	50.00	Officer	$413,000	$122,231	$535,231
TRACI DOWD	DIRECTOR OF	50.00	Officer	$122,500	$21,773	$144,273
CARRIE MCCOLGAN	ASSOC. HEAD	50.00	Officer	$141,385	$23,240	$164,625
ASRA AHMED	UPPER SCHOOL	50.00	Highest	$149,720	$31,808	$181,528
ANNE SCRIBNER HOPKINS	LOWER SCHOOL	50.00	Highest	$133,225	$30,526	$163,751
DIVYA MURALIDHARA	MIDDLE SCHOO	50.00	Highest	$133,225	$22,606	$155,831
JOHN THURSTON	COLLEGE COUN	50.00	Highest	$116,380	$21,297	$137,677
MARY JANE PAGENSTECHER	PERFORMING A	50.00	Highest	$117,438	$21,379	$138,817
ADAM EDWARDS	PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHERINE CLOUDMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
COLIN MARCH	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES REESE	SECRETARY	2.00	Officer Director	$0	$0	$0
ELONIDE SEMMES	TRUSTEE	2.00	Director	$0	$0	$0
BETSY LANGER	TRUSTEE	2.00	Director	$0	$0	$0
PEG SMITH	TRUSTEE	2.00	Director	$0	$0	$0
KATHERINE ARMSTRONG	TRUSTEE	2.00	Director	$0	$0	$0
MARIA CANNING	TRUSTEE	2.00	Director	$0	$0	$0
ALEX WIGHT	TRUSTEE	2.00	Director	$0	$0	$0
NICOLE DUFAUCHARD	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD LI	TRUSTEE	2.00	Director	$0	$0	$0
GIOVANNA GRAY LOCKHART	TRUSTEE	2.00	Director	$0	$0	$0
JED PORTA	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN SCHAIR	TRUSTEE	2.00	Director	$0	$0	$0
KHALILAH UMMAH	TRUSTEE	2.00	Director	$0	$0	$0
WARREN VALDMANIS	TRUSTEE	2.00	Director	$0	$0	$0
CRICKET KING	MEMBER AT LA	2.00	Director	$0	$0	$0
JAMES HIGGINS	TRUSTEE	2.00	Director	$0	$0	$0
SHAMIT GROVER	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN CULLEY	TRUSTEE	2.00	Director	$0	$0	$0
MATT LACASSE	TRUSTEE	2.00	Director	$0	$0	$0
KARA LEOPOLD	TRUSTEE	2.00	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	$32,017,492	$26,643,684	$79,322,942	$5,373,808
2024	$29,462,350	$26,364,273	$70,816,327	$3,098,077
2023	$27,030,385	$24,065,051	$66,669,948	$2,965,334
2022	$25,459,358	$21,723,378	$63,324,930	$3,735,980
2021	$23,025,527	$22,328,511	$64,743,291	$697,016
2020	$20,348,490	$21,123,544	$56,687,644	$-775,054
2019	$20,275,913	$20,636,362	$58,756,683	$-360,449
2019	$20,275,913	$20,636,362	$58,756,683	$-360,449
2018	$20,766,668	$20,537,396	$59,692,021	$229,272

WAYNFLETE SCHOOL