THE CAMBRIDGE SCHOOL OF WESTON INC (EIN 042103964) - 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

1936

Legal Domicile

Principal Officer

LISE CHARLIER

Phone

7816428600

Tax Period

2024-07-01 to 2025-06-30

THE CAMBRIDGE SCHOOL OF WESTON INC, founded in 1936, is a mid-sized nonprofit in the Education sector that reported $23.9M in total revenue in fiscal year 2024.

Mission

THE CAMBRIDGE SCHOOL OF WESTON'S MISSION IS TO PROVIDE A PROGRESSIVE EDUCATION THAT EMPHASIZES DEEP LEARNING AND MEANINGFUL RELATIONSHIPS. OUR DYNAMIC PROGRAM INSPIRES STUDENTS TO DISCOVER WHO THEY ARE AND WHAT THEIR CONTRIBUTION IS TO THEIR SCHOOL, THEIR COMMUNITY AND 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 $1,676,634

Program Service Revenue $21,184,795

Investment Income $807,227

Other Revenue $256,560

TOTAL REVENUE $23,925,216

Expense Breakdown

Grants Paid $4,709,096

Salaries & Benefits $11,384,548

Fundraising Expenses $1,012,890

Program Expenses $18,873,549

Other Expenses $8,278,867

TOTAL EXPENSES $24,372,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,925,216	$22,275,093	+0.1%
Expenses	$24,372,511	$23,267,835	+0.0%
Net Income	$-447,295	$-992,742	-0.5%

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

144

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

$756,565

Total Directors

$592,785

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADRIEL RONCAL	FACULTY REPRESENTATIVE	40.00	Director	$60,201	$16,781	$76,982
LISE CHARLIER	HEAD OF SCHOOL	40.00	Officer Director	$401,833	$113,970	$515,803
SNOWDEN HENRY	CHAIR OF GOVERNANCE COMMIT	1.00	Director	$0	$0	$0
RANJIT RAJAMANI	CHAIR OF INVESTMENT COMMIT	1.00	Director	$0	$0	$0
NOAH LOREN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL FLEMING	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL FLANAGAN	TRUSTEE	1.00	Director	$0	$0	$0
MEREDITH OPPEGARD	FACULTY REPRESENTATIVE	1.00	Director	$0	$0	$0
LUIZ MIGUEL CAMARGO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FINNERTY	TRUSTEE	1.00	Director	$0	$0	$0
BRITTE VAN ZADELHOFF	DAY STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0
DMITRI RABIN	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA HARMON	TRUSTEE	1.00	Director	$0	$0	$0
CHIN LIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN MARIE LINDQUIST	TRUSTEE	1.00	Director	$0	$0	$0
ANN GORSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ALLIE ALTMAN	TREASURER	1.00	Officer Director	$0	$0	$0
WILL STANSBURY	TRUSTEE	1.00	Director	$0	$0	$0
DANA HOWELL	BOARDING STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0
SSANYU BIRIGWA	TRUSTEE	1.00	Director	$0	$0	$0
YOUHUA NIE	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN RYAN	CFO	40.00	Officer	$216,083	$24,679	$240,762
AARON HIRSCH	ASSISTANT HEAD OF SCHOOL FOR STUDENT LIFE	40.00	Highest	$129,170	$6,447	$135,617
DIANA BARUNI	ASSISTANT HEAD OF SCHOOL FOR ACADEMICS	40.00	Highest	$108,809	$94,725	$203,534
JENNIFER RAXTER	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$121,816	$28,784	$150,600
JULIE JOHNSTONE	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$129,824	$6,469	$136,293
PAMELA TORRES	DIRECTOR OF STRAEGIC INITIATIVES	40.00	Highest	$121,383	$6,203	$127,586
RACHEL HIRSCH	HISTORY FACULTY	40.00	Highest	$100,392	$5,136	$105,528
THOMAS GALVIN	DIRECTOR OF FACILITIES	40.00	Highest	$108,776	$13,647	$122,423

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	$23,925,216	$24,372,511	$69,562,267	$-447,295
2024	$22,275,093	$23,267,835	$68,010,508	$-992,742
2023	$23,978,845	$21,233,103	$55,643,984	$2,745,742
2022	$22,369,980	$20,504,473	$53,920,547	$1,865,507
2021	$20,616,161	$19,182,296	$57,046,494	$1,433,865
2020	$19,376,090	$19,013,134	$53,482,429	$362,956
2019	$22,365,584	$20,618,885	$52,750,316	$1,746,699
2018	$21,222,558	$20,628,908	$50,581,338	$593,650

THE CAMBRIDGE SCHOOL OF WESTON INC