EMMA WILLARD SCHOOL (EIN 141338390) - 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

1814

Legal Domicile

Principal Officer

JENNIFER C RAO

Phone

5188331300

Tax Period

2022-07-01 to 2023-06-30

EMMA WILLARD SCHOOL, founded in 1814, is a mid-sized nonprofit in the Education sector that reported $42.1M in total revenue in fiscal year 2022. The organization ran a surplus of $7.7M, a strong 18% operating margin.

Mission

TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12.

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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 (2022)

Revenue Breakdown

Contributions & Grants $21,794,317

Program Service Revenue $21,997,806

Investment Income $-1,618,157

Other Revenue $-96,149

TOTAL REVENUE $42,077,817

Expense Breakdown

Grants Paid $5,948,420

Salaries & Benefits $15,229,297

Fundraising Expenses $2,462,134

Program Expenses $24,373,407

Other Expenses $13,170,448

TOTAL EXPENSES $34,348,165

Year-over-Year Comparison

	2022	2021	Change
Revenue	$42,077,817	$41,121,872	+0.0%
Expenses	$34,348,165	$33,373,424	+0.0%
Net Income	$7,729,652	$7,748,448	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

286

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

$959,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA GILL ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
KATHARINE MONAHAN BERRY	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL BIRNBOIM	TRUSTEE	1.00	Director	$0	$0	$0
KAREN BRIFU-LACY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DAWSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVE GONICK	TRUSTEE	1.00	Director	$0	$0	$0
WENDY GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
JAMES HACKETT	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HOWSON	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN HUNTER	TRUSTEE	1.00	Director	$0	$0	$0
SAMANTHA JONES	TRUSTEE	1.00	Director	$0	$0	$0
SHARON KHANUJA-DHALL	TRUSTEE	1.00	Director	$0	$0	$0
WENDY SHUANG LIU	TRUSTEE	1.00	Director	$0	$0	$0
ELEANOR LUMSDEN	TRUSTEE	1.00	Director	$0	$0	$0
SARAH KLINGENSTEIN MARTELL	TRUSTEE	1.00	Director	$0	$0	$0
DENISE MORMINO	TRUSTEE	1.00	Director	$0	$0	$0
BETTS HOWES MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
LISA RADCLIFFE	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER SCHMELTER	TRUSTEE	1.00	Director	$0	$0	$0
ROGER TENNENT	TRUSTEE	1.00	Director	$0	$0	$0
TIM WINSTEAD	TRUSTEE	1.00	Director	$0	$0	$0
ELISABETH ALLEN LEFORT	CHAIR	3.00	Officer Director	$0	$0	$0
MEGAN TOOHEY-SCREMIN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
ANN GAMBLING HOFFMAN	SECRETARY	3.00	Officer Director	$0	$0	$0
BETSY GIFFORD GROSS	TREASURER	3.00	Officer Director	$0	$0	$0
JENNIFER C RAO	HEAD OF SCHOOL	40.00	Officer	$495,254	$136,558	$631,812
VIRGINIA ARBOUR	CHIEF FINANCIAL OFFICER	40.00	Officer	$269,780	$57,559	$327,339
ANN M DEJNOZKA	HEAD / ADVANCEMENT	40.00	Highest	$230,321	$26,762	$257,083
LAURA P BERNARD	DIRECTOR / BUSINESS SERVIC	40.00	Highest	$157,064	$27,730	$184,794
MEREDITH LEGG	ACADEMIC DEAN	40.00	Highest	$184,709	$27,267	$211,976
KRISTEN MARIOTTI	HEAD OF ENROLLMENT MANAGEMENT	40.00	Highest	$142,705	$35,987	$178,692
LUCAS MEYERS	CHIEF COMMUNICATIONS OFFICER	40.00	Highest	$135,790	$40,083	$175,873

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	No data	No data	No data	No data
2023	$42,077,817	$34,348,165	$279,452,116	$7,729,652
2022	$41,121,872	$33,373,424	$254,119,279	$7,748,448
2021	$137,236,966	$27,750,621	$275,716,852	$109,486,345
2020	$25,430,194	$27,698,938	$151,920,140	$-2,268,744
2019	$25,761,021	$27,167,061	$154,194,309	$-1,406,040
2018	$31,164,557	$25,868,394	$154,345,275	$5,296,163

EMMA WILLARD SCHOOL