THE WINCHENDON SCHOOL INC C/O JANET GELINAS CFO (EIN 050270487) - 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

1962

Legal Domicile

Principal Officer

JANET GELINAS

Phone

9782971223

Tax Period

2023-09-01 to 2024-08-31

THE WINCHENDON SCHOOL INC C/O JANET GELINAS CFO, founded in 1962, is a mid-sized nonprofit in the Education sector that reported $18.9M in total revenue in fiscal year 2023. Expenses of $21.0M exceeded revenue, resulting in a 11% operating deficit.

Mission

AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND.

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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 $275,816

Program Service Revenue $17,228,506

Investment Income $1,029,997

Other Revenue $357,238

TOTAL REVENUE $18,891,557

Expense Breakdown

Grants Paid $6,518,500

Salaries & Benefits $7,925,047

Fundraising Expenses $340,897

Program Expenses $17,378,252

Other Expenses $6,560,925

TOTAL EXPENSES $21,004,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,891,557	$17,570,516	+0.1%
Expenses	$21,004,472	$19,575,889	+0.1%
Net Income	$-2,112,915	$-2,005,373	+0.1%

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

186

Volunteers

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

$542,806

Total Directors

$476,301

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCIS M ANDERSON III	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY ANSIN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE BRANDON	TRUSTEE	1.00	Director	$0	$0	$0
RONALD BURTON	TRUSTEE	1.00	Director	$0	$0	$0
D CANE CALLON	CLERK /TRUSTEE	1.00	Officer Director	$0	$0	$0
MANUEL CARBALLO	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER DOCKERY	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA HEINZER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES HEUTEL	TREASURER /TRUSTEE	1.00	Officer Director	$0	$0	$0
JOHN B HIPP	PRESIDENT OF BOARD/TRUSTEE	2.00	Officer Director	$0	$0	$0
TRACY MATHIEU HUFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
GLENN A HUNT	ASSISTANT CLERK /TRUSTEE	1.00	Officer Director	$0	$0	$0
DR LAURIE NOLAN-KELLEY	VICE PRESIDENT/TRUSTEE	2.00	Officer Director	$0	$0	$0
JOHN KERNEY	CEO/TRUSTEE	35.00	Officer Director	$347,592	$50,500	$398,092
CORNELL B LESANE II	TRUSTEE	1.00	Director	$0	$0	$0
SEAN MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
EIKO OOKA	TRUSTEE	1.00	Director	$0	$0	$0
ROMONA REID	TRUSTEE/TEACHER	55.00	Director	$60,256	$17,953	$78,209
DAVID SHETTLER	TRUSTEE	1.00	Director	$0	$0	$0
EMILY VILLARI	TRUSTEE	1.00	Director	$0	$0	$0
GAIL WHIPPLE	TRUSTEE	1.00	Director	$0	$0	$0
JANET GELINAS	CHIEF FINANCIAL OFFICER	55.00	Officer	$136,392	$8,322	$144,714
KELLY JENNISON	DIR OF DEVELOPMENT	55.00	Highest	$123,407	$12,387	$135,794
JESSICA TOFFEY	DIRECTOR OF HATCH CENTER	55.00	Highest	$119,887	$949	$120,836
JOHN TOFFEY	DIR OF ENROLLMENT	55.00	Highest	$147,898	$49,511	$197,409

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
2024	$18,891,557	$21,004,472	$69,190,349	$-2,112,915
2023	$17,570,516	$19,575,889	$69,647,007	$-2,005,373
2022	$15,658,753	$18,089,430	$65,315,950	$-2,430,677
2021	$16,628,939	$19,313,773	$71,352,673	$-2,684,834
2020	$15,557,946	$16,861,068	$68,621,046	$-1,303,122
2019	$14,373,172	$16,327,946	$66,731,249	$-1,954,774
2018	$14,586,514	$15,764,965	$66,615,185	$-1,178,451

THE WINCHENDON SCHOOL INC C/O JANET GELINAS CFO