THE WHEELER SCHOOL

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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

1889

Legal Domicile

Principal Officer

MARK ANDERSON

Phone

4014218100

Tax Period

2024-07-01 to 2025-06-30

THE WHEELER SCHOOL, founded in 1889, is a mid-sized nonprofit in the Education sector that reported $50.8M in total revenue in fiscal year 2024. Expenses of $46.2M left a modest 9% surplus.

Mission

WHEELER IS AN INDEPENDENT, COLLEGE PREPARATORY DAY SCHOOL SERVING STUDENTS NURSERY THROUGH GRADE 12 WHOSE MISSION IS DERIVED FROM THE IDEAL OF ITS FOUNDER, MARY C WHEELER, "TO LEARN OUR POWERS AND BE ANSWERABLE FOR THEIR USE."

Program Service Accomplishments

Program 1

Expenses: $33,920,086 Revenue: $38,551,183

PROVIDING EDUCATIONAL SERVICES TO STUDENTS ATTENDING NURSERY THROUGH 12TH GRADE. THE SCHOOL ENROLLED 823 STUDENTS FOR THE YEAR OF WHICH 96 STUDENTS GRADUATED FROM THE CLASS OF 2025 AND 99% OF THOSE GRADUATING PURSUED A COLLEGE EDUCATION. ADMINISTRATION, FACULTY AND STAFF PARTICIPATED IN SCHOOL SUPPORTED PROFESSIONAL DEVELOPMENT PROGRAMS. A STRONG VOLUNTEER GROUP OF PARENTS AND ALUMNI HELPED THE SCHOOL IN ITS FUNDRAISING AND ADMISSIONS ACTIVITIES.

Program 2

Expenses: $889,026 Revenue: $1,359,409

WHEELER SUMMER CAMP AND PROGRAMS PROVIDE BOTH WHEELER STUDENTS AND CHILDREN FROM THE LOCAL COMMUNITIES, EDUCATIONAL, ENRICHMENT, RECREATIONAL AND ATHLETIC BASED ACTIVITIES AND PROGRAMMING. SUMMER...

WHEELER SUMMER CAMP AND PROGRAMS PROVIDE BOTH WHEELER STUDENTS AND CHILDREN FROM THE LOCAL COMMUNITIES, EDUCATIONAL, ENRICHMENT, RECREATIONAL AND ATHLETIC BASED ACTIVITIES AND PROGRAMMING. SUMMER CAMP AND PROGRAMS INTRODUCE CHILDREN TO THE WHEELER SCHOOL AND CAMP EXPERIENCES. IN 2025, OVER 900 CHILDREN PARTICIPATED IN THE PROGRAMS. WHEELER SUMMER CAMP AND PROGRAMS PROVIDE NON-TUITION REVENUE TO SUPPORT ANNUAL OPERATIONS.

Program 3

Expenses: $240,716 Revenue: $408,284

AFTER SCHOOL PROGRAMS SERVICE WHEELER STUDENTS IN NURSERY THROUGH GRADE 5. APPROXIMATELY 70 STUDENTS WERE ENROLLED PER DAY IN AGE APPROPRIATE ACTIVITIES. ADDITIONALLY LATE DAY OPTIONS ARE AVAILABLE...

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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 $3,108,404

Program Service Revenue $40,325,615

Investment Income $7,201,139

Other Revenue $169,126

TOTAL REVENUE $50,804,284

Expense Breakdown

Grants Paid $5,622,200

Salaries & Benefits $30,160,914

Fundraising Expenses $1,282,928

Program Expenses $35,049,828

Other Expenses $10,414,783

TOTAL EXPENSES $46,197,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,804,284	$49,601,472	+0.0%
Expenses	$46,197,897	$45,155,844	+0.0%
Net Income	$4,606,387	$4,445,628	+0.0%

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

644

Volunteers

200

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

$862,110

Total Directors

Key Employees

$633,995

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISIA ST FLORIAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
CONSTANCE HOWES	TREASURER	2.00	Officer Director	$0	$0	$0
DANIEL BECKER	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
EVE VELIZ-MORAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG ALTMAN	BOARD MEMBER (UNTIL 12/2024)	2.00	Director	$0	$0	$0
JASMINE SYKES-KUNK	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN CLARKE	ALUMNI BOARD CHAIR	2.00	Director	$0	$0	$0
KATE EDWARDS PAGLIA	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHLEEN CARNEY- GODLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHRYN GOODFELLOW	SECRETARY	2.00	Officer Director	$0	$0	$0
KATIE KEEFFE	BOARD MEMBER	2.00	Director	$0	$0	$0
MATT COEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW FINKELSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
METE TUNCA	BOARD MEMBER	2.00	Director	$0	$0	$0
NICK WALL	BOARD MEMBER	2.00	Director	$0	$0	$0
PAM O'HARA	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBIN GLANCY	BOARD MEMBER	2.00	Director	$0	$0	$0
RUSSELL SHIPPEE	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDRA SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN ADU-GYAMFI	BOARD MEMBER	2.00	Director	$0	$0	$0
SHANKAR PRASAD	BOARD MEMBER	2.00	Director	$0	$0	$0
TING BARNARD	BOARD MEMBER	2.00	Director	$0	$0	$0
VALERIE ALLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM PRESCOTT	BOARD MEMBER, HEAD EMERITUS	2.00	Director	$0	$0	$0
ALLISON GAINES PELL	HEAD OF SCHOOL	50.00	Officer	$440,042	$155,340	$595,382
KATHLEEN WILSON	CHIEF FINANCIAL OFFICER	50.00	Officer	$216,798	$49,930	$266,728
IAN MOORHOUSE	CHIEF OPERATING OFFICER	50.00	Key Emp	$216,754	$16,100	$232,854
JEANETTE EPSTEIN	DIR. OF ADMISSION AND ELEM.MAT PROGRAM	50.00	Key Emp	$160,850	$27,427	$188,277
MAX PEARLSTEIN	DIR. OF STRATEGIC COMMUNICATIONS	50.00	Key Emp	$160,972	$51,892	$212,864
ANNA CURTIS	DIRECTOR OF ENROLLMENT	50.00	Highest	$161,793	$92,649	$254,442
FRANCIS MCCARTHY	HEAD OF HAMILTON SCHOOL	50.00	Highest	$195,604	$48,624	$244,228
NEELTJE HENNEMAN	HEAD OF UPPER SCHOOL	50.00	Highest	$162,054	$26,372	$188,426
RACHEL SPAULDING	HEAD OF ADVANCEMENT	50.00	Highest	$207,453	$76,793	$284,246
YOUNG UN	DIR. OF STRATEGIC INNOVATION	50.00	Highest	$161,951	$37,241	$199,192

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	$50,804,284	$46,197,897	$162,040,985	$4,606,387
2024	$49,601,472	$45,155,844	$155,076,176	$4,445,628
2023	$39,612,456	$40,417,085	$137,274,449	$-804,629
2022	$44,419,701	$37,177,070	$133,927,323	$7,242,631
2021	$43,810,623	$33,946,687	$132,841,038	$9,863,936
2020	$35,061,485	$34,827,910	$116,212,230	$233,575
2019	$34,425,619	$33,563,758	$115,682,357	$861,861