WELLESLEY COLLEGE ALUMNAE ASSOCIATION (EIN 042105817) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1880

Legal Domicile

Principal Officer

PIPER ORTON

Phone

7812832331

Tax Period

2023-07-01 to 2024-06-30

WELLESLEY COLLEGE ALUMNAE ASSOCIATION, founded in 1880, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $3.8M left a modest 9% surplus.

Mission

TO SUPPORT THE INSTITUTIONAL PRIORITIES OF WELLESLEY COLLEGE BY CONNECTING ALUMNAE TO THE COLLEGE AND TO EACH OTHER. THE ASSOCIATION WILL SERVE AS A LIFELONG RESOURCE TO ALUMNAE AND WILL ENCOURAGE ALUMNAE TO CONTRIBUTE TO THE CONTINUED EXCELLENCE OF THE COLLEGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,249,007

Program Service Revenue $1,016,775

Investment Income $863,551

Other Revenue $0

TOTAL REVENUE $4,129,333

Expense Breakdown

Grants Paid $410,123

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,296,415

Other Expenses $3,356,537

TOTAL EXPENSES $3,766,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,129,333	$5,066,339	-0.2%
Expenses	$3,766,660	$3,162,061	+0.2%
Net Income	$362,673	$1,904,278	-0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELES GARCIA CASSIN	DIRECTOR	2.00	Director	$0	$0	$0
MELODY PAO	CHAIR, THE WELLESLEY FUND	2.00	Director	$0	$0	$0
LAURA WOOD CANTOPHER	PRESIDENT	15.00	Officer Director	$0	$0	$0
BRITA HAUGLAND CANTRELL	DIRECTOR	2.00	Director	$0	$0	$0
LAURA SUE COHEN D'ANNUNZIO	DIRECTOR	2.00	Director	$0	$0	$0
ERIKA WOODS KEDEM	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE HSIEH	PRESIDENT-ELECT	3.00	Officer Director	$0	$0	$0
LAUREN YOUNG DURBIN	DIRECTOR	2.00	Director	$0	$0	$0
AMY HUANG	TREASURER/SECRETARY	3.00	Officer Director	$0	$0	$0
DIANA LAM	YOUNG ALUMNAE DIRECTOR	2.00	Director	$0	$0	$0
DOROTHY JONES-DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
BRIANA CALLEROS	DIRECTOR	2.00	Director	$0	$0	$0
ALIYA SULTANA KHALIDI	DIRECTOR	2.00	Director	$0	$0	$0
TAMARA NASH	DIRECTOR	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
2024	$4,129,333	$3,766,660	No data	$362,673
2023	$5,066,339	$3,162,061	$22,885,064	$1,904,278
2022	$2,808,656	$2,666,660	$21,826,732	$141,996
2021	$2,147,899	$2,042,501	$24,980,431	$105,398
2020	$2,440,374	$2,389,376	$19,208,379	$50,998
2019	$3,175,619	$2,923,187	$18,956,365	$252,432
2018	$3,656,771	$3,372,546	$18,043,368	$284,225

WELLESLEY COLLEGE ALUMNAE ASSOCIATION