THE WOODHALL SCHOOL INC (EIN 061076770) - 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

1982

Legal Domicile

Principal Officer

MATTHEW WOODHALL

Tax Period

2023-08-01 to 2024-07-31

THE WOODHALL SCHOOL INC, founded in 1982, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $10.6M represent 31 months of operating reserves.

Mission

OPERATE A PRIVATE SECONDARY SCHOOL PROVIDING AN INDIVIDUALIZED EDUCATIONAL EXPERIENCE FOR YOUNG MEN OF AVERAGE TO SUPERIOR ABILITY WHO HAVE NOT SUCCEEDED IN TRADITIONAL SCHOOL ENVIRONMENTS.

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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 $409,508

Program Service Revenue $3,621,674

Investment Income $69,258

Other Revenue $10,500

TOTAL REVENUE $4,110,940

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,379,036

Fundraising Expenses $345,574

Program Expenses $2,956,357

Other Expenses $1,835,966

TOTAL EXPENSES $4,215,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,110,940	$3,783,915	+0.1%
Expenses	$4,215,002	$3,823,109	+0.1%
Net Income	$-104,062	$-39,194	+1.7%

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

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

$228,821

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW WOODHALL	HEAD OF SCHO	50.00	Officer	$187,331	$41,490	$228,821
LOUANNE BABCOOK	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BOHAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUGLAS M FLEMING	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ANDREW HESS	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID SHERMAN III	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KERR IV	DIRECTOR	1.00	Director	$0	$0	$0
TARA GORDON KOCHMAN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MELLIN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
AARON COLGAN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
SONDRA NEUSCHOTZ	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SILVER	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE R STERNBERG	DIRECTOR	1.00	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	$4,110,940	$4,215,002	$11,914,726	$-104,062
2023	$3,783,915	$3,823,109	$11,482,135	$-39,194
2022	$3,796,655	$3,368,593	$11,526,611	$428,062
2021	$3,935,103	$2,964,748	$11,172,484	$970,355
2020	$3,645,843	$2,935,471	$11,001,969	$710,372
2019	$3,347,831	$3,067,434	$10,167,503	$280,397

THE WOODHALL SCHOOL INC