THE WINDWARD SCHOOL (EIN 131740499) - 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

1926

Legal Domicile

Phone

9149496968

Tax Period

2023-07-01 to 2024-06-30

THE WINDWARD SCHOOL, founded in 1926, is a mid-sized nonprofit in the Education sector that reported $78.5M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $75.0M left a modest 4% surplus.

Mission

WINDWARDS' MISSION IS TO REMEDIATE STUDENTS' DYSLEXIA OR OTHER LANGUAGE-BASED LEARNING DISABILITIES AND RETURN STUDENTS TO MAINSTREAM SCHOOLS.

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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 $5,434,595

Program Service Revenue $69,960,579

Investment Income $2,061,893

Other Revenue $1,010,339

TOTAL REVENUE $78,467,406

Expense Breakdown

Grants Paid $8,568,071

Salaries & Benefits $48,803,516

Fundraising Expenses $1,974,963

Program Expenses $62,705,861

Other Expenses $17,636,444

TOTAL EXPENSES $75,008,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,467,406	$85,286,648	-0.1%
Expenses	$75,008,031	$71,779,547	+0.0%
Net Income	$3,459,375	$13,507,101	-0.7%

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

474

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

$1,298,190

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FRIEDLAND	TREASURER	3.0	Officer Director	$0	$0	$0
JENNY PRICE	2ND VICE PRESIDENT	3.0	Officer Director	$0	$0	$0
MARIA REED	SECRETARY	3.0	Officer Director	$0	$0	$0
MICHELL KATZ	1ST VICE PRESIDENT	3.0	Officer Director	$0	$0	$0
PATRICIA WOLFF	PRESIDENT	3.0	Officer Director	$0	$0	$0
AKEELA ASCUY	BOARD MEMBER	2.0	Director	$0	$0	$0
ANIKE WARIEBI	BOARD MEMBER	2.0	Director	$0	$0	$0
CHRIS DOOLEY	BOARD MEMBER	2.0	Director	$0	$0	$0
DENIS O'LEARY III	BOARD MEMBER	2.0	Director	$0	$0	$0
IAN LEVINE	BOARD MEMBER	2.0	Director	$0	$0	$0
JEFFREY GOLDENBERG	BOARD MEMBER	2.0	Director	$0	$0	$0
JENNIFER WEYBURN	BOARD MEMBER	2.0	Director	$0	$0	$0
MAGDALENA ZAVALIA MIGUENS	BOARD MEMBER	2.0	Director	$0	$0	$0
MARKO SONNENBERG	BOARD MEMBER	2.0	Director	$0	$0	$0
MEREDITH JENKINS	BOARD MEMBER	2.0	Director	$0	$0	$0
MICHAEL CUMMINS	BOARD MEMBER	2.0	Director	$0	$0	$0
NICHOLAS VAN AMBURG	BOARD MEMBER	2.0	Director	$0	$0	$0
PETER D'AVANZO	BOARD MEMBER	2.0	Director	$0	$0	$0
REED BRODSKY	BOARD MEMBER	2.0	Director	$0	$0	$0
REED SWITZER	BOARD MEMBER	2.0	Director	$0	$0	$0
SANDIP SINGH	BOARD MEMBER	2.0	Director	$0	$0	$0
STACI MARLOWE	BOARD MEMBER	2.0	Director	$0	$0	$0
THOMAS COLEMAN	BOARD MEMBER	2.0	Director	$0	$0	$0
BETH ZAMERSKI	CFO (START 7/5/2023)	40.0	Officer	$160,866	$31,311	$192,177
JAMIE WILLIAMSON	HEAD OF SCHOOL	40.0	Officer	$809,468	$81,849	$891,317
STEPHEN LITTELL	CFO (UNTIL 7/31/2023)	40.0	Officer	$196,311	$18,385	$214,696
ALEXIS POCHNA	DIRECTOR OF THE WINDWARD INSTITUTE	40.0	Highest	$239,826	$23,343	$263,169
BETSY DUFFY	DIR. OF LANGUAGE ARTS AND INSTR.	40.0	Highest	$267,553	$26,919	$294,472
CHRIS EBERHARD	CAMPUS HEAD	40.0	Highest	$226,327	$33,641	$259,968
JON ROSENSHINE	ASSOCIATE HEAD OF SCHOOL	40.0	Highest	$275,893	$55,349	$331,242
LUCY GODMAN	CHIEF ADVANCEMENT OFFICER	40.0	Highest	$302,981	$55,242	$358,223

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	$78,467,406	$75,008,031	$193,473,529	$3,459,375
2023	$85,286,648	$71,779,547	$195,920,623	$13,507,101
2022	$70,245,267	$68,082,160	$184,295,913	$2,163,107
2021	$74,362,935	$62,058,181	$180,402,224	$12,304,754
2020	$78,854,750	$53,835,902	$168,356,801	$25,018,848
2019	$73,510,942	$49,916,309	$154,438,827	$23,594,633
2018	$74,242,241	$45,575,059	$143,885,993	$28,667,182

THE WINDWARD SCHOOL