WILLOW HILL SCHOOL INC

EIN: 042469268 501(c)(3) Education

SUDBURY, MA

Total Revenue
$4,865,595
Total Expenses
$4,744,220
Total Assets
$10,584,367
Net Assets
$3,409,525
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
MA
Principal Officer
MARILYN G REID
Phone
9784432581
Tax Period
2023-07-01 to 2024-06-30

WILLOW HILL SCHOOL INC, founded in 1970, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2023.

Mission

WILLOW HILL SCHOOL PROVIDES A SUPPORTIVE AND INDIVIDUALIZED EDUCATIONAL PROGRAM FOR MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS WHO ARE CAPABLE OF ADVANCING ALONG A STRONG ACADEMIC CURRICULUM, BUT HAVE EXPERIENCED FRUSTRATION IN EARLIER SCHOOL SETTINGS. AT WILLOW HILL SCHOOL, STUDENTS COME TO UNDERSTAND AND APPRECIATE THEIR PERSONAL LEARNING STYLES AND DEVELOP THE SKILLS AND HABITS THAT ENABLE THEM TO SUCCEED AS LIFELONG LEARNERS AND RESPONSIBLE MEMBERS OF THEIR COMMUNITY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $114,515
Program Service Revenue $4,703,948
Investment Income $46,598
Other Revenue $534
TOTAL REVENUE $4,865,595

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,435,574
Fundraising Expenses $4,607
Program Expenses $4,206,848
Other Expenses $1,308,646
TOTAL EXPENSES $4,744,220

Year-over-Year Comparison

2023 2022 Change
Revenue $4,865,595 $4,512,372 +0.1%
Expenses $4,744,220 $4,471,278 +0.1%
Net Income $121,375 $41,094 +2.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
30
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
2
$351,281
Total Directors
10
$351,281
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARILYN G REID HEAD OF SCHO 50.00
Officer Director
$323,000 $28,281 $351,281
DAVID FIELDS TRUSTEE 1.00
Director
$0 $0 $0
JANE GORING TRUSTEE 1.00
Director
$0 $0 $0
DIANE HEINSOHN TRUSTEE EMIR 1.00
Director
$0 $0 $0
JEFFREY F JONES TRUSTEE EMIR 1.00
Director
$0 $0 $0
DARYL LAPP TRUSTEE 1.00
Director
$0 $0 $0
PHILIP MASON CHAIR 2.00
Officer Director
$0 $0 $0
RHONDA TAFT-FARRELL TRUSTEE 1.00
Director
$0 $0 $0
JULIE LEE TAVES TRUSTEE EMIR 1.00
Director
$0 $0 $0
JEAN YANG TRUSTEE 1.00
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
2025 No data No data No data No data
2024 $4,865,595 $4,744,220 $10,584,367 $121,375
2023 $4,512,372 $4,471,278 $11,002,142 $41,094
2022 $4,035,000 $4,058,446 $10,637,728 $-23,446
2021 $3,934,265 $3,930,410 $11,265,294 $3,855
2020 $3,576,821 $3,568,920 $11,744,095 $7,901
2019 $3,978,630 $3,215,975 $10,879,950 $762,655
2018 $3,785,849 $3,454,462 $7,418,041 $331,387
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