THE WELL SCHOOL

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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

1967

Legal Domicile

Principal Officer

NATHANIEL PEIRCE

Phone

6039246908

Tax Period

2024-07-01 to 2025-06-30

THE WELL SCHOOL, founded in 1967, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.0M left a modest 6% surplus.

Mission

THE WELL SCHOOL SEEKS TO INSPIRE CONFIDENCE, PASSION, AND A LOVE OF LEARNING IN EVERY CHILD.

Program Service Accomplishments

Program 1

Expenses: $1,489,338 Revenue: $2,023,074

THE WELL SCHOOL'S CURRICULUM FOCUSES ON THE WHOLE CHILD, EMPHASIZING RIGOROUS ACADEMICS, PERFORMING AND VISUAL ARTS, THE OUTDOORS, AND PHYSICAL ACTIVITY. STUDENTS GAIN A LOVE OF LEARNING AND RECEIVE A VARIETY OF TOOLS FOR MORE ADVANCED STUDY AS THEY GROW. WE HAVE HIGH EXPECTATIONS OF OUR STUDENTS IN TERMS OF ACADEMIC AND SOCIAL BEHAVIORS, GROWING FROM OUR PRIMARY TENETS OF KINDNESS, COOPERATION, AND RESPECT.

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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 $120,746

Program Service Revenue $2,023,074

Investment Income $4,765

Other Revenue $6,775

TOTAL REVENUE $2,155,360

Expense Breakdown

Grants Paid $83,250

Salaries & Benefits $1,313,106

Fundraising Expenses $1,099

Program Expenses $1,489,338

Other Expenses $620,589

TOTAL EXPENSES $2,016,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,155,360	$2,107,163	+0.0%
Expenses	$2,016,945	$2,233,138	-0.1%
Net Income	$138,415	$-125,975	-2.1%

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

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

$74,062

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN SALISBURY	TRUSTEE	1.00	Director	$0	$0	$0
NATHANIEL PEIRCE	CHAIR	1.00	Officer Director	$0	$0	$0
LAWRENCE HADDOCK	TRUSTEE	1.00	Director	$0	$0	$0
HILLARY IRWIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA QUINN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE HAHN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINA MADDEN	TREASURER	1.00	Officer Director	$0	$0	$0
TODD VON MERTENS	TRUSTEE	1.00	Director	$0	$0	$0
COLIN MURDOUGH	TRUSTEE	1.00	Director	$0	$0	$0
ANNE SWAYZE	HEAD OF SCHOOL	40.00	Officer	$45,115	$0	$45,115
THOMAS MACKEY	FORMER HEAD OF SCHOOL	40.00	Officer	$28,947	$0	$28,947

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	$2,155,360	$2,016,945	$2,302,053	$138,415
2024	$2,107,163	$2,233,138	$2,413,521	$-125,975
2023	$1,909,789	$1,884,432	$2,510,912	$25,357
2022	$1,671,636	$1,635,502	$2,513,503	$36,134
2021	$1,619,232	$1,504,854	$2,515,498	$114,378
2020	$1,441,175	$1,516,666	$2,365,031	$-75,491
2019	$1,397,467	$1,394,472	$2,371,084	$2,995
2019	$1,397,467	$1,389,472	$2,376,084	$7,995
2018	$1,400,080	$1,332,432	$2,366,152	$67,648