THE WINSOR SCHOOL (EIN 042105842) - 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

1908

Legal Domicile

Principal Officer

SARAH PELMAS

Phone

6177359519

Tax Period

2024-07-01 to 2025-06-30

THE WINSOR SCHOOL, founded in 1908, is a mid-sized nonprofit in the Education sector that reported $43.4M in total revenue in fiscal year 2024. Expenses of $41.9M left a modest 3% surplus.

Mission

WINSOR PREPARES YOUNG WOMEN TO PURSUE THEIR ASPIRATIONS AND CONTRIBUTE TO THE WORLD. WINSOR IS A COLLEGE PREPARATORY SCHOOL THAT EDUCATES GIRLS GRADES 5-12, WITH ROBUST ARTS OFFERINGS AND AN ATHLETIC PROGRAM THAT INCLUDES 14 DIFFERENT SPORTS. OUR ADVANCEMENT DEPARTMENT SUPPORTS THE SCHOOL THROUGH YEAR-ROUND FUND-RAISING ACTIVITIES DESIGNED TO ENSURE THAT TUITION COST IS NOT A BARRIER TO EDUCATION FOR A QUALIFIED GIRL.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $10,078,163

Program Service Revenue $30,346,420

Investment Income $2,253,555

Other Revenue $765,011

TOTAL REVENUE $43,443,149

Expense Breakdown

Grants Paid $5,632,895

Salaries & Benefits $20,170,683

Fundraising Expenses $2,999,071

Program Expenses $31,354,314

Other Expenses $16,131,686

TOTAL EXPENSES $41,935,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,443,149	$41,191,727	+0.1%
Expenses	$41,935,264	$40,483,316	+0.0%
Net Income	$1,507,885	$708,411	+1.1%

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

245

Volunteers

100

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

$1,102,528

Total Directors

$746,815

Key Employees

$271,067

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON KANEB PELLEGRINO	PRESIDENT	5.00	Officer Director	$0	$0	$0
LARRY CHENG	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LORI WHELAN	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID E GOEL	ASSISTANT TREASURER	5.00	Officer Director	$0	$0	$0
ELIZABETH BENNETT CARROLL	CLERK	5.00	Officer Director	$0	$0	$0
CHRISTOPHER ANDREWS	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN ALEXANDER	TRUSTEE	2.00	Director	$0	$0	$0
WENDY CROMWELL	TRUSTEE	2.00	Director	$0	$0	$0
PATIENCE CROZIER	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER DOLINS	TRUSTEE	2.00	Director	$0	$0	$0
LINDA DORCENA FORRY	TRUSTEE	2.00	Director	$0	$0	$0
CLAIRE PASTERNACK GOLDSMITH	TRUSTEE	2.00	Director	$0	$0	$0
MARY BETH GORDON	TRUSTEE	2.00	Director	$0	$0	$0
ASHLEY MARLENGA HERBST	TRUSTEE	2.00	Director	$0	$0	$0
RISTEARD HOGAN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID HUMPHREY	TRUSTEE	2.00	Director	$0	$0	$0
SAM KENNEDY	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA LUTZKER	TRUSTEE	2.00	Director	$0	$0	$0
MALLIKA MARSHALL	TRUSTEE	2.00	Director	$0	$0	$0
ELISE MCDONALD	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE RANERE NORRIS	TRUSTEE	2.00	Director	$0	$0	$0
PARESH PATEL	TRUSTEE	2.00	Director	$0	$0	$0
MARION RUSSELL	TRUSTEE	2.00	Director	$0	$0	$0
SIDRA SMITH	TRUSTEE	2.00	Director	$0	$0	$0
PERRY M TRAQUINA	TRUSTEE	2.00	Director	$0	$0	$0
EMILY LUBIN WOODS	TRUSTEE	2.00	Director	$0	$0	$0
SARAH PELMAS	HEAD OF SCHOOL	50.00	Officer Director	$627,952	$118,863	$746,815
KAREN GEROMINI	CHIEF OPERATING OFFICER	40.00	Officer	$311,226	$44,487	$355,713
KATE M A CASPAR	ASSOCIATE HEAD OF SCHOOL	40.00	Key Emp	$251,338	$19,729	$271,067
JOHN CROMPTON	DIR. OF FACILITIES & CONSTRUCTION	40.00	Highest	$197,299	$39,134	$236,433
MARTHA BROWNING	DIRECTOR OF STRATEGIC COMMUNICATIONS	40.00	Highest	$191,937	$28,605	$220,542
ERIKA MCMAHON	DIR. OF ADVANCEMENT, CAMPAIGN DIR.	40.00	Highest	$197,419	$40,832	$238,251
SHARON JONES PHINNEY	HEAD OF LOWER SCHOOL	40.00	Highest	$192,298	$19,640	$211,938
MARCUS YOUNG	DIRECTOR OF TECHNOLOGY	40.00	Highest	$175,258	$43,065	$218,323

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	$43,443,149	$41,935,264	$256,707,059	$1,507,885
2024	$41,191,727	$40,483,316	$235,065,316	$708,411
2023	$39,776,141	$37,336,222	$217,791,031	$2,439,919
2022	$35,378,884	$36,724,348	$205,428,029	$-1,345,464
2021	$31,356,069	$34,061,666	$217,305,625	$-2,705,597
2020	$34,533,035	$31,569,131	$197,378,377	$2,963,904
2020	$34,533,035	$31,569,131	$197,378,377	$2,963,904
2019	$29,604,959	$32,180,806	$191,185,427	$-2,575,847
2018	$31,271,817	$31,204,419	$191,008,981	$67,398

THE WINSOR SCHOOL