Wellesley College (EIN 042103637) - 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

1870

Legal Domicile

Phone

7812831000

Tax Period

2024-07-01 to 2025-06-30

Wellesley College, founded in 1870, is a major nonprofit in the Education sector that reported $486.7M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112.4M, a strong 23% operating margin.

Mission

TO PROVIDE AN EXCELLENT LIBERAL ARTS EDUCATION FOR WOMEN WHO WILL MAKE A DIFFERENCE 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 $98,926,717

Program Service Revenue $205,917,971

Investment Income $179,405,620

Other Revenue $2,486,885

TOTAL REVENUE $486,737,193

Expense Breakdown

Grants Paid $79,030,421

Salaries & Benefits $156,489,140

Fundraising Expenses $9,527,194

Program Expenses $288,788,871

Other Expenses $138,798,465

TOTAL EXPENSES $374,318,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$486,737,193	$379,067,279	+0.3%
Expenses	$374,318,026	$361,700,590	+0.0%
Net Income	$112,419,167	$17,366,689	+5.5%

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

3003

Volunteers

N/A

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

$4,697,272

Total Directors

$1,364,215

Key Employees

$1,492,652

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paula A Johnson	President	70.0	Officer Director	$1,201,442	$162,773	$1,364,215
Anne Shen Chao	Trustee	2.0	Director	$0	$0	$0
Beth C Friedman	Trustee	2.0	Director	$0	$0	$0
Brian C Broderick	Trustee	2.0	Director	$0	$0	$0
Callie Crossley	Trustee	2.0	Director	$0	$0	$0
Cheryl Jenkins Haywood	Trustee	2.0	Director	$0	$0	$0
Christopher T Pasko	Vice Chair	2.0	Director	$0	$0	$0
Debora Hoyos	Chair	12.0	Director	$0	$0	$0
Dena Boronkay Rashes	Trustee (As of 7/24)	2.0	Director	$0	$0	$0
Dolores L Arredondo	Trustee	2.0	Director	$0	$0	$0
Douglas W Hollett	Trustee	2.0	Director	$0	$0	$0
Elizabeth Desmond	Trustee	2.0	Director	$0	$0	$0
Elizabeth F McCormack	Trustee	2.0	Director	$0	$0	$0
Elyse Cherry	Trustee	2.0	Director	$0	$0	$0
Jennifer Eplett Reilly	Trustee (As of 7/24)	2.0	Director	$0	$0	$0
Jennifer M Smith	Trustee	2.0	Director	$0	$0	$0
Julie H Jones	Trustee	2.0	Director	$0	$0	$0
Maia Heymann	Trustee	2.0	Director	$0	$0	$0
Martha Goldberg Aronson	Trustee	2.0	Director	$0	$0	$0
Mary Ann Tsao	Trustee	2.0	Director	$0	$0	$0
Ophelia Dahl	Trustee	2.0	Director	$0	$0	$0
Patrick Lee	Trustee	2.0	Director	$0	$0	$0
Paulina Ponce de Len Barid	Trustee	2.0	Director	$0	$0	$0
Peter Tufano	Trustee	2.0	Director	$0	$0	$0
Sandra Horbach	Trustee	2.0	Director	$0	$0	$0
Sarah Jane Gunter	Vice Chair	10.0	Director	$0	$0	$0
Sophia Shaw	Trustee	2.0	Director	$0	$0	$0
Stephanie Hsieh	Trustee (As of 7/24)	2.0	Director	$0	$0	$0
Susan Harmon	Trustee (As of 7/24)	2.0	Director	$0	$0	$0
Susan Koenigsberg Lucas	Trustee	2.0	Director	$0	$0	$0
Susan Saltzbart Kilsby	Trustee	2.0	Director	$0	$0	$0
Suzanne Frey	Trustee	2.0	Director	$0	$0	$0
Tatiana Ivy Moise	Trustee	2.0	Director	$0	$0	$0
Vivian Kao	Trustee	2.0	Director	$0	$0	$0
Courtney Coile	Provost and Dean of College (As of 7/24)	60.0	Officer	$247,415	$26,098	$273,513
Crystal Daugherty	VP for Development & Pub. Aff. (Until 10/24)	60.0	Officer	$410,993	$21,205	$432,198
Deborah F Kuenstner	Chief Investment Officer	60.0	Officer	$1,797,310	$66,527	$1,863,837
Marisa Jaffe	VP for Development & Pub. Aff.	60.0	Officer	$216,788	$22,651	$239,439
Piper Orton	VP for Fin. & Admin. & Treas.	60.0	Officer	$476,000	$48,070	$524,070
Megan Nunez	Dean of Faculty Affairs	60.0	Key Emp	$277,921	$123,972	$401,893
Michael Jeffries	Dean of Academic Aff.	60.0	Key Emp	$266,117	$54,206	$320,323
Sheilah Horton	Dean of Students	60.0	Key Emp	$327,852	$125,559	$453,411
Theresa Peaches Valdes	Dean of Admission & Stu. Fin. Svcs	60.0	Key Emp	$277,192	$39,833	$317,025
Christopher Parker	Investment Director	60.0	Highest	$404,265	$93,490	$497,755
Karen Petrulakis	General Counsel	60.0	Highest	$441,570	$69,251	$510,821
Matthew Veilleux	Investment Director	60.0	Highest	$508,384	$81,343	$589,727
Ray Oquendo	Chief Operating Officer	60.0	Highest	$957,910	$70,057	$1,027,967
Rose C Carpenter	Deputy CIO	60.0	Highest	$1,026,440	$174,080	$1,200,520
Andrew Shennan	Provost and Dean of College (Until 6/24)	30.0		$413,832	$58,462	$472,294
Ann Velenchik	Former Dean of Academic Aff.	60.0		$213,590	$32,662	$246,252

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	$486,737,193	$374,318,026	$4,206,499,425	$112,419,167
2024	$379,067,279	$361,700,590	$3,899,240,908	$17,366,689
2023	$385,569,831	$340,731,004	$3,757,832,303	$44,838,827
2022	$474,840,630	$347,192,022	$3,730,562,132	$127,648,608
2021	$515,515,442	$323,437,362	$4,125,529,097	$192,078,080
2020	$342,459,889	$312,300,864	$2,991,368,758	$30,159,025
2019	$357,471,542	$317,734,083	$2,855,285,999	$39,737,459
2018	$269,268,208	$313,573,138	$2,812,442,630	$-44,304,930

Wellesley College