WL GILBERT SCHOOL CORPORATION (EIN 223110244) - 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

1991

Legal Domicile

Principal Officer

Holly Cassaday

Phone

8603798521

Tax Period

2022-07-01 to 2023-06-30

WL GILBERT SCHOOL CORPORATION, founded in 1991, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2022.

Mission

SUPPORT EDUCATION OF STUDENTS IN GRADES 7-12.

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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 $568,429

Program Service Revenue $8,387,222

Investment Income $1,303

Other Revenue $4,380

TOTAL REVENUE $8,961,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,790,752

Fundraising Expenses $0

Program Expenses $9,057,099

Other Expenses $2,481,907

TOTAL EXPENSES $9,272,659

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,961,334	$8,448,080	+0.1%
Expenses	$9,272,659	$8,717,939	+0.1%
Net Income	$-311,325	$-269,859	+0.2%

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

133

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

$227,568

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Shugrue	Head of Schools	40.00	Officer	$184,320	$43,248	$227,568
DEBRA LEWIS	Assoc. Principal	40.00		$144,318	$26,468	$170,786
Maura Hurley	Assoc. Principal	40.00		$123,414	$25,240	$148,654
Donald Crossman	Teacher/admin.	40.00		$125,018	$5,836	$130,854
Astrid H Robitaille	Vice Chairman	2.00	Officer Director	$0	$0	$0
Theresa Padin	Secretary	2.00	Officer Director	$0	$0	$0
Scott W Beecher	Director	2.00	Director	$0	$0	$0
Doug Pfenninger	Director	2.00	Director	$0	$0	$0
Renata Waldron	Director	2.00	Director	$0	$0	$0
Ellen Marino	Treasurer	2.00	Officer Director	$0	$0	$0
Holly Cassaday	Chairman	2.00	Officer Director	$0	$0	$0
Salvatore Lovetere	Director	2.00	Director	$0	$0	$0
Jared Fritch	Director	2.00	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	No data	No data	No data	No data
2023	$8,961,334	$9,272,659	$8,949,887	$-311,325
2022	$8,448,080	$8,717,939	$9,365,734	$-269,859
2021	$8,001,337	$8,401,683	$9,627,751	$-400,346
2020	$9,168,809	$8,163,845	$10,018,484	$1,004,964
2019	$8,014,189	$8,482,841	$9,163,771	$-468,652
2018	$8,779,481	$9,079,834	$9,752,531	$-300,353

WL GILBERT SCHOOL CORPORATION