WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC (EIN 043138413) - 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

1991

Legal Domicile

Principal Officer

JOANI VALERIANO

Phone

7817568020

Tax Period

2023-07-01 to 2024-06-30

WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $295K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $326K exceeded revenue, resulting in a 11% operating deficit.

Mission

EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $148,344

Program Service Revenue $142,321

Investment Income $4,035

Other Revenue $0

TOTAL REVENUE $294,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $100,690

Program Expenses $186,888

Other Expenses $326,170

TOTAL EXPENSES $326,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,700	$340,817	-0.1%
Expenses	$326,170	$334,476	0.0%
Net Income	$-31,470	$6,341	-6.0%

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

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
JASON ROEDER	SECRETARY	2.00	Officer Director	$0	$0	$0
BOB O'CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
ELANA RUDIGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIA BORDEN-SPILLANE	DIRECTOR	2.00	Director	$0	$0	$0
RICK BULLOCK	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW CAWTHORNE	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH DEPETER	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN MILAUSKAS	VICE PRESIDENT	2.00	Director	$0	$0	$0
LAURA ROGE	DIRECTOR	2.00	Director	$0	$0	$0
JENNY HENSLEY	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTIE FREEMAN	DIRECTOR	2.00	Director	$0	$0	$0
MARIA O'CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER HAEFELI	DIRECTOR	2.00	Director	$0	$0	$0
JOANI VALERIANO	TREASURER	2.00	Officer Director	$0	$0	$0
MARA KELLY	DIRECTOR	2.00	Director	$0	$0	$0
KATIE O'CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
EMILY TRENT	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH MOONEY	DIRECTOR	2.00	Director	$0	$0	$0
JANEL NAGTEGAAL	DIRECTOR	2.00	Director	$0	$0	$0
KURT SPRING	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA TELLESFSEN	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
2025	No data	No data	No data	No data
2024	$294,700	$326,170	$312,289	$-31,470
2023	$340,817	$334,476	$344,842	$6,341
2022	$285,615	$222,878	$337,158	$62,737
2021	$226,268	$215,725	$274,349	$10,543
2020	$238,061	$195,489	$263,810	$42,572
2019	$299,013	$271,183	$221,156	$27,830
2018	$248,351	$239,424	$193,289	$8,927

WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC