MEADOWBROOK SCHOOL OF WESTON INCORPORATED (EIN 042104720) - 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

1923

Legal Domicile

Principal Officer

ARVIND S GROVER

Phone

7818941193

Tax Period

2024-07-01 to 2025-06-30

MEADOWBROOK SCHOOL OF WESTON INCORPORATED, founded in 1923, is a mid-sized nonprofit in the Education sector that reported $28.8M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $25.7M left a modest 11% surplus.

Mission

A CO-EDUCATIONAL, INDEPENDENT DAY SCHOOL IN WESTON FOR STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE, MEADOWBROOK DELIVERS AN AMBITIOUS, JOYFUL ACADEMIC EXPERIENCE IN WHICH EVERY CHILD IS KNOWN DEEPLY AND SUPPORTED TO GROW, MOMENT UPON MOMENT. EXPERT FACULTY CREATE VIBRANT, WELL-ROUNDED LEARNING THAT EXPANDS EACH STUDENT'S ACADEMIC REACH AND BUILDS THE CONFIDENCE TO ENGAGE THOUGHTFULLY WITH THE WORLD AROUND THEM.

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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 $5,444,744

Program Service Revenue $21,055,575

Investment Income $2,097,857

Other Revenue $223,294

TOTAL REVENUE $28,821,470

Expense Breakdown

Grants Paid $1,952,761

Salaries & Benefits $15,456,571

Fundraising Expenses $1,088,285

Program Expenses $18,702,474

Other Expenses $8,200,596

TOTAL EXPENSES $25,716,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,821,470	$24,747,439	+0.2%
Expenses	$25,716,187	$24,511,533	+0.0%
Net Income	$3,105,283	$235,906	+12.2%

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

252

Volunteers

120

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

$782,723

Total Directors

Key Employees

$754,515

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARATHI REDDY	TRUSTEE	2.00	Director	$0	$0	$0
ARIANN WILLIAMS	TRUSTEE	2.00	Director	$0	$0	$0
BRYAN KRAUSE	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER PARRIS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID NEWBOWER	TRUSTEE	2.00	Director	$0	$0	$0
ELAINE DIMOPOULOA	TRUSTEE	2.00	Director	$0	$0	$0
ESPERANZA WATKINS	TRUSTEE	2.00	Director	$0	$0	$0
ETHAN THUROW	TRUSTEE	2.00	Director	$0	$0	$0
GERALDINE ALIAS	TRUSTEE	2.00	Director	$0	$0	$0
GISELLE NELSON	TRUSTEE	2.00	Director	$0	$0	$0
JAMES DAVID	TRUSTEE	2.00	Director	$0	$0	$0
JAY DERENZO	TRUSTEE	2.00	Director	$0	$0	$0
JED WEISS	TRUSTEE	2.00	Director	$0	$0	$0
JEN LEE	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA NIGRELLI	TRUSTEE	2.00	Director	$0	$0	$0
JON NUGER	TRUSTEE	2.00	Director	$0	$0	$0
KEARNEY SHANAHAN	TRUSTEE	2.00	Director	$0	$0	$0
NINA HANLON	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL RIEMER	TRUSTEE	2.00	Director	$0	$0	$0
RUDINA SESERI	TRUSTEE	2.00	Director	$0	$0	$0
RYAH WHALEN	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE FOLEY	TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY MACK	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN SUNG	PRESIDENT	5.00	Officer Director	$0	$0	$0
MEGAN CRAIGEN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
VINCENT MONTEMAGGIORE	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER BLOCK	SECRETARY (UNTIL 4/25)	5.00	Officer Director	$0	$0	$0
TARJA VUOLTEENAHO	SECRETARY (FROM 4/25)	5.00	Officer Director	$0	$0	$0
ARVIND GROVER	HEAD OF SCHOOL	40.00	Officer	$526,093	$76,828	$602,921
JOHN AUSTIN	DIR. OF FIN. & OPS. (UNTIL 2/24)	40.00	Officer	$40,560	$4,371	$44,931
JANE SEGALE	DIR. OF FIN. & OPS. (FROM 8/24)	40.00	Officer	$106,129	$28,742	$134,871
MICHELE DALY	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$218,172	$64,869	$283,041
KRISTIN EISENHARDT	DIRECTOR OF ENROLLMENT MANAGEMENT	40.00	Key Emp	$201,286	$58,483	$259,769
ALEXANDER SMITH	HEAD OF PEOPLE	40.00	Key Emp	$197,546	$14,159	$211,705
JONATHAN SCHMID	DIRECTOR OF INNOVATION & TECHNOLOGY	40.00	Highest	$197,041	$57,141	$254,182
NANCY SIMONS	ASST. DIR. OF FIN & OPS(UNTIL 12/24)	40.00	Highest	$176,626	$12,180	$188,806
PAMELA SCAFATI	DIR. OF MARKETING & COMMUNICATIONS	40.00	Highest	$153,659	$11,520	$165,179
ROBERT RUSSELL	DIRECTOR OF IT	40.00	Highest	$153,121	$24,009	$177,130
MATTHEW FISHBEIN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$151,702	$57,381	$209,083

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	$28,821,470	$25,716,187	$89,548,795	$3,105,283
2024	No data	No data	No data	No data
2023	$21,177,796	$23,544,450	$77,273,779	$-2,366,654
2022	$23,123,610	$22,430,616	$77,746,049	$692,994
2021	$19,015,428	$20,508,447	$82,807,652	$-1,493,019
2020	$19,041,984	$18,900,958	$77,395,945	$141,026
2019	$18,164,994	$19,262,037	$78,805,402	$-1,097,043
2018	$16,767,497	$17,870,302	$80,970,271	$-1,102,805

MEADOWBROOK SCHOOL OF WESTON INCORPORATED