WESTOVER SCHOOL INC

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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

1909

Legal Domicile

Principal Officer

POLLY OPPMANN FREDLUND

Phone

2037582423

Tax Period

2024-07-01 to 2025-06-30

WESTOVER SCHOOL INC, founded in 1909, is a mid-sized nonprofit in the Education sector that reported $20.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Net assets of $81.9M represent 49 months of operating reserves.

Mission

WESTOVER SCHOOL EMPOWERS YOUNG WOMEN TO LEAD LIVES OF CONSEQUENCE.

Program Service Accomplishments

Program 1

Expenses: $14,279,819 Revenue: $10,616,006

THE PROGRAM SERVICES RENDERED ARE THOSE ASSOCIATED WITH COLLEGE PREP INSTITUTIONS FOR APPROXIMATELY 165 ENROLLED YOUNG WOMEN DURING THE TAX YEAR ENDED JUNE 30, 2025. THESE INCLUDE: PROVIDING AN...

THE PROGRAM SERVICES RENDERED ARE THOSE ASSOCIATED WITH COLLEGE PREP INSTITUTIONS FOR APPROXIMATELY 165 ENROLLED YOUNG WOMEN DURING THE TAX YEAR ENDED JUNE 30, 2025. THESE INCLUDE: PROVIDING AN ENVIRONMENT SUITABLE FOR THE EDUCATION, DORMITORY SERVICE, TEXTBOOKS AND SUPPLIES AND ATHLETIC FACILITIES INCLUDING USE OF THE FACILITIES BY OTHER ORGANIZATIONS FOR THE SAME PURPOSE.

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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 $5,967,248

Program Service Revenue $10,577,332

Investment Income $3,505,534

Other Revenue $38,674

TOTAL REVENUE $20,088,788

Expense Breakdown

Grants Paid $5,166,415

Salaries & Benefits $7,839,717

Fundraising Expenses $1,514,675

Program Expenses $14,279,819

Other Expenses $8,987,225

TOTAL EXPENSES $21,993,357

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,088,788	$17,900,989	+0.1%
Expenses	$21,993,357	$21,340,198	+0.0%
Net Income	$-1,904,569	$-3,439,209	-0.4%

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

123

Volunteers

250

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

$715,072

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOAGLAND ALISON	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAMS LATA	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
DASILVA TATIANA	SECRETARY	1.00	Officer Director	$0	$0	$0
CARPENTER SUSANNE	TREASURER	1.00	Officer Director	$0	$0	$0
ATCHINSON GRETA	TRUSTEE	1.00	Director	$0	$0	$0
BERGER ALISA	TRUSTEE	1.00	Director	$0	$0	$0
BIRD SARAH	TRUSTEE	1.00	Director	$0	$0	$0
BURNS HENRY	TRUSTEE	1.00	Director	$0	$0	$0
COOPER AARON	TRUSTEE	1.00	Director	$0	$0	$0
EDWARDS CAROLINE CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
FOSTER XIANIA	TRUSTEE	1.00	Director	$0	$0	$0
GRECO DAVID	TRUSTEE	1.00	Director	$0	$0	$0
HARRISON DOMENIQUE	TRUSTEE	1.00	Director	$0	$0	$0
OSEI AMMA	TRUSTEE	1.00	Director	$0	$0	$0
SABATINI JENNIFER	TRUSTEE	1.00	Director	$0	$0	$0
SENICH KAREN	TRUSTEE	1.00	Director	$0	$0	$0
SOLBERG KARSTEN	TRUSTEE	1.00	Director	$0	$0	$0
FREDLUND POLLY	HEAD OF SCHOOL	40.00	Officer	$352,958	$69,163	$422,121
SALMON PHIL	CFOO	40.00	Officer	$249,820	$43,131	$292,951
RISNER MARY	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$181,527	$64,124	$245,651
HILL JEN	DIRECTOR OF HEALTH	40.00	Highest	$110,588	$35,475	$146,063
MATZINGER RICHARD	CONTROLLER	40.00	Highest	$110,022	$35,946	$145,968
LALL TIANNA	DIRECTOR OF ENROLLMENT MANAGEMENT	40.00	Highest	$108,480	$16,725	$125,205

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	$20,088,788	$21,993,357	$107,570,416	$-1,904,569
2024	$17,900,989	$21,340,198	$106,381,795	$-3,439,209
2023	$20,597,964	$19,782,873	$104,957,732	$815,091
2022	$18,716,237	$20,448,596	$106,285,519	$-1,732,359
2021	$14,889,393	$16,972,667	$114,183,779	$-2,083,274
2020	$15,454,122	$16,801,721	$102,874,209	$-1,347,599
2019	$15,957,811	$17,420,619	$105,054,800	$-1,462,808
2018	$17,665,910	$16,099,194	$106,985,914	$1,566,716