WILBRAHAM AND MONSON ACADEMY (EIN 042105838) - 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

1971

Legal Domicile

Principal Officer

BRIAN EASLER

Phone

4135966811

Tax Period

2024-07-01 to 2025-06-30

WILBRAHAM AND MONSON ACADEMY, founded in 1971, is a mid-sized nonprofit that reported $33.1M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $28.6M left a modest 13% surplus.

Mission

WILBRAHAM & MONSON ACADEMY OFFERS A TRANSFORMATIONAL EXPERIENCE WHERE STUDENTS BECOME CHALLENGE-SEEKING CITIZENS AND LEADERS OF AN EVOLVING 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 $7,658,986

Program Service Revenue $25,259,286

Investment Income $267,249

Other Revenue $-90,831

TOTAL REVENUE $33,094,690

Expense Breakdown

Grants Paid $5,277,600

Salaries & Benefits $13,892,481

Fundraising Expenses $1,223,501

Program Expenses $22,003,740

Other Expenses $9,473,334

TOTAL EXPENSES $28,643,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,094,690	$30,080,553	+0.1%
Expenses	$28,643,415	$27,912,396	+0.0%
Net Income	$4,451,275	$2,168,157	+1.1%

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

216

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

$917,909

Total Directors

Key Employees

$550,552

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT JACOBS	CHAIR	5.00	Officer Director	$0	$0	$0
DAVID REEVES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARK SHENKMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CAITLIN FLYNN	TREASURER	1.00	Officer Director	$0	$0	$0
BONNIE FAULKNER RYAN	SECRETARY	1.00	Officer Director	$0	$0	$0
RAYMOND ANTON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER ANTONACCI	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BAKER	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA BESSE	TRUSTEE	1.00	Director	$0	$0	$0
LINDA GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM GUERIN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN LACROSSE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT LITTLE	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW MELE	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE ROBBINS	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG RUBIN	TRUSTEE	1.00	Director	$0	$0	$0
PAUL SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN EASLER	HEAD OF SCHOOL	60.00	Officer	$530,925	$96,734	$627,659
PATRICIA GALLAGHER	CHIEF FINANCIAL OFFICER	60.00	Officer	$251,036	$39,214	$290,250
MARK AIMONE	DIRECTOR OF ADVANCEMENT	60.00	Key Emp	$242,550	$101,211	$343,761
KATE GAW	DIRECTOR OF ADMISSION & FINANCE AI	60.00	Key Emp	$177,780	$29,011	$206,791
DONALD NICHOLSON	DIRECTOR OF ATHLETICS & AFTERNOON PR	60.00	Highest	$128,090	$62,598	$190,688
JOHN BOOZANG	DIRECTOR OF COLLEGE COUNSEL	60.00	Highest	$122,975	$48,383	$171,358
KEVIN KANE	DEAN OF STUDIES	60.00	Highest	$124,812	$51,773	$176,585
MELISSA EARLS	DEAN OF ACADEMICS/ ASSOC HEAD OF SCHOOL	60.00	Highest	$146,470	$38,138	$184,608
WALTER SWANSON	DEAN OF FACULTY	60.00	Highest	$117,779	$94,630	$212,409

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	$33,094,690	$28,643,415	$55,119,660	$4,451,275
2024	$30,080,553	$27,912,396	$51,989,764	$2,168,157
2023	$26,669,759	$26,305,813	$49,665,832	$363,946
2022	$22,080,669	$22,860,766	$43,404,683	$-780,097
2021	$21,830,624	$21,775,779	$44,588,037	$54,845
2020	$22,102,738	$22,713,589	$39,033,544	$-610,851
2019	$24,593,110	$23,145,137	$37,946,412	$1,447,973
2018	$25,866,851	$22,579,633	$36,152,378	$3,287,218

WILBRAHAM AND MONSON ACADEMY