WELLESLEY EDUCATION FOUNDATION INC (EIN 222653559) - 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

1985

Legal Domicile

Principal Officer

GREGG MYLES LEVIN

Phone

7812350356

Tax Period

2023-07-01 to 2024-06-30

WELLESLEY EDUCATION FOUNDATION INC, founded in 1985, is a small nonprofit that reported $262K in total revenue in fiscal year 2023. Revenue surged 154% from the prior year, signaling strong growth momentum. Expenses of $241K left a modest 8% surplus.

Mission

TO ADVANCE INNOVATION AND EXCELLENCE IN WELLESLEY PUBLIC 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 $114,896

Program Service Revenue $0

Investment Income $151,464

Other Revenue $-4,616

TOTAL REVENUE $261,744

Expense Breakdown

Grants Paid $190,064

Salaries & Benefits $0

Fundraising Expenses $3,508

Program Expenses $202,821

Other Expenses $50,907

TOTAL EXPENSES $240,971

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,744	$103,157	+1.5%
Expenses	$240,971	$220,541	+0.1%
Net Income	$20,773	$-117,384	-1.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHANNA CAHOON	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
ILLANA NISSENBAUM	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
JILL FISCHMANN	SECRETARY	5.00	Officer Director	$0	$0	$0
GREGG MYLES LEVIN	TREASURER	10.00	Officer Director	$0	$0	$0
AMY HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
AMY DEANGELO	DIRECTOR	1.00	Director	$0	$0	$0
HADLEY STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
TIZZY CHAMBERLAND	DIRECTOR	1.00	Director	$0	$0	$0
AMBIKA HOUGET	DIRECTOR	1.00	Director	$0	$0	$0
JUDY WALSH	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA HIRSH	DIRECTOR	1.00	Director	$0	$0	$0
BERK VERAL	DIRECTOR	1.00	Director	$0	$0	$0
AKILA WEERAPANA	DIRECTOR	1.00	Director	$0	$0	$0
SHARON CLARKE LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
JANET GOUGIMANIS	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN GUTHRIE	DIRECTOR	1.00	Director	$0	$0	$0
ALINA NUCERA	DIRECTOR	1.00	Director	$0	$0	$0
KATIE OLDERORP	DIRECTOR	1.00	Director	$0	$0	$0
MANDY BAKER	DIRECTOR	1.00	Director	$0	$0	$0
ERICA QUEEN	DIRECTOR	1.00	Director	$0	$0	$0
ERICA UYTINGCO	DIRECTOR	1.00	Director	$0	$0	$0
JENI DYMEK	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
SAM KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
KATE MCGEOUGH	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	$261,744	$240,971	$2,798,896	$20,773
2023	$103,157	$220,541	$2,589,421	$-117,384
2022	$228,136	$215,007	$2,492,106	$13,129
2021	$658,332	$717,232	$2,843,219	$-58,900
2020	$288,520	$208,165	$2,513,567	$80,355
2019	$331,220	$282,174	$2,437,703	$49,046
2018	$248,065	$281,062	$2,331,889	$-32,997

WELLESLEY EDUCATION FOUNDATION INC