THE HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC (EIN 043070530) - 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

1990

Legal Domicile

Principal Officer

KIM MEYER

Phone

9784687437

Tax Period

2024-07-01 to 2025-06-30

THE HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC, founded in 1990, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $842K, a strong 72% operating margin.

Mission

TO RAISE FUNDS AND PROVIDE FINANCIAL SUPPORT TO THE HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT

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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 $84,357

Program Service Revenue $0

Investment Income $1,028,398

Other Revenue $54,755

TOTAL REVENUE $1,167,510

Expense Breakdown

Grants Paid $274,258

Salaries & Benefits $0

Fundraising Expenses $6,042

Program Expenses $274,807

Other Expenses $51,091

TOTAL EXPENSES $325,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,167,510	$600,627	+0.9%
Expenses	$325,349	$99,583	+2.3%
Net Income	$842,161	$501,044	+0.7%

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

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
EMILY S MEHTA	DIRECTOR	0.25	Director	$0	$0	$0
INCA GHOSH	DIRECTOR	0.25	Director	$0	$0	$0
MARGARET ASADORIAN	SECRETARY	0.25	Officer Director	$0	$0	$0
SHERRI TILLEY	DIRECTOR	0.25	Director	$0	$0	$0
NICOLE IRELAND	DIRECTOR	0.25	Director	$0	$0	$0
TOM LANCASTER	DIRECTOR	0.25	Director	$0	$0	$0
TOM JONES	DIRECTOR	0.25	Director	$0	$0	$0
KIM MEYER	DIRECTOR	0.25	Director	$0	$0	$0
PAUL MIHAILDIS	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
JANELLE QUINN	DIRECTOR	0.25	Director	$0	$0	$0
LIA WAINWRIGHT	DIRECTOR	0.25	Director	$0	$0	$0
LESLIE POTTER	TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA MINNAAR	DIRECTOR	0.25	Director	$0	$0	$0
MARTY MISERANDINO	DIRECTOR	0.25	Director	$0	$0	$0
CAROL LAVOIE SCHUSTER	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF WALSH	DIRECTOR	0.25	Director	$0	$0	$0
ROGER L SMERAGE	DIRECTOR	0.25	Director	$0	$0	$0
LISA FALL	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
LINDSEY TAYLOR	DIRECTOR	0.25	Director	$0	$0	$0
JAKE FLYNN	DIRECTOR/STUDENT EMBASSADO	0.25	Director	$0	$0	$0
HANNAH CIRIELLO	DIRECTOR/STUDENT EMBASSADO	0.25	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	$1,167,510	$325,349	$4,223,994	$842,161
2024	No data	No data	No data	No data
2023	$295,650	$859,014	$3,763,656	$-563,364
2022	$261,351	$86,788	$3,425,888	$174,563
2021	$298,198	$67,631	$3,826,055	$230,567
2020	$185,697	$185,378	$2,969,898	$319
2019	$214,440	$94,185	$2,894,931	$120,255

THE HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC