INDEPENDENT SCHOOL OF WINCHESTER (EIN 262908005) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

CLAIRE MCDONALD

Tax Period

2023-07-01 to 2024-06-30

INDEPENDENT SCHOOL OF WINCHESTER, founded in 2008, is a small nonprofit in the Education sector that reported $501K in total revenue in fiscal year 2018. Expenses of $473K left a modest 6% surplus.

Mission

PROVIDE COMPREHENSIVE EDUCATION INCLUDING READING,WRITING,SOCIAL STUDIES,MATH,SCIENCES,FOREIGN LANGUAGES,PHYSICAL EDUCATION,MUSIC, AND PERFORMING ARTS FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL AGE CHILDREN

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $43,594

Program Service Revenue $556,377

Investment Income $-43

Other Revenue $7

TOTAL REVENUE $599,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $427,386

Fundraising Expenses $0

Program Expenses $406,690

Other Expenses $162,282

TOTAL EXPENSES $589,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$599,935	$614,353	0.0%
Expenses	$589,668	$586,335	+0.0%
Net Income	$10,267	$28,018	-0.6%

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

N/A

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

$50,832

Total Directors

Key Employees

$44,551

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAIRE MCDONALD	HEAD OF SCHOOL	60.00	Officer	$50,832	$0	$50,832
LAURA VINER	KEY EMPLOYEE	45.00	Key Emp	$44,551	$0	$44,551
STEPHANIE STANDERFER	DIRECTOR	0.00	Director	$0	$0	$0
KATHARINE GREGORI	DIRECTOR	0.00	Director	$0	$0	$0
LENORE KORNREICH	DIRECTOR	0.00	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	$599,935	$589,668	$1,068,696	$10,267
2023	$614,353	$586,335	$1,085,187	$28,018
2022	$543,166	$520,612	$1,085,966	$22,554
2021	$492,737	$471,849	$1,093,762	$20,888
2020	$513,156	$503,617	$936,190	$9,539
2019	$500,525	$472,924	$936,565	$27,601

INDEPENDENT SCHOOL OF WINCHESTER