WELLINGTON SCHOOL

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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

1988

Legal Domicile

Principal Officer

ELIZA MCLAREN

Phone

6144577883

Tax Period

2023-07-01 to 2024-06-30

WELLINGTON SCHOOL, founded in 1988, is a mid-sized nonprofit that reported $23.8M in total revenue in fiscal year 2023. Expenses of $22.7M left a modest 5% surplus.

Mission

THE WELLINGTON SCHOOL IS AN INDEPENDENT, COEDUCATIONAL, PRESCHOOL THROUGH 12, COLLEGE-PREPARATORY DAY SCHOOL DEDICATED TO PREPARING CITIZENS WHO ACHIEVE, LEAD AND FIND FULFILLMENT IN THE GLOBAL COMMUNITY. THE WELLINGTON FAMILY EXPECTS INTEGRITY, FOSTERS MUTUAL RESPECT, EMBRACES DIVERSITY, INSPIRES EACH PERSON TO DISCOVER AND STRIVE TO MEET HIS OR HER UNIQUE POTENTIAL, AND CELEBRATES EXCELLENCE IN CHARACTER, ACADEMICS, THE ARTS AND ATHLETICS.

Program Service Accomplishments

Program 1

Expenses: $17,442,838 Revenue: $19,633,267

AN INDEPENDENT, COEDUCATIONAL, PRESCHOOL THROUGH 12, COLLEGE PREPARATORY DAY SCHOOL WITH AN ENROLLMENT OF 711 STUDENTS.

Program 2

Expenses: $175,238 Revenue: $137,527

THE WELLINGTON INITIATIVE IS A PROGRAM DESIGNED TO MONITOR STUDENT ENGAGEMENT THROUGH TECHNOLOGICAL MEANS. SOFTWARE WAS DESIGNED FOR THE PURPOSE OF ALLOWING TEACHERS TO PINPOINT THE NEEDS OF THEIR...

THE WELLINGTON INITIATIVE IS A PROGRAM DESIGNED TO MONITOR STUDENT ENGAGEMENT THROUGH TECHNOLOGICAL MEANS. SOFTWARE WAS DESIGNED FOR THE PURPOSE OF ALLOWING TEACHERS TO PINPOINT THE NEEDS OF THEIR STUDENTS. FEEDBACK IS GATHERED FROM STUDENTS 6 TIMES A YEAR, AND THE DATA IS THEN PROCESSED TO GIVE EDUCATORS NECESSARY INFORMATION TO BUILD UPON THEIR CURRENT METHODOLOGY. THIS SOFTWARE IS DISTRIBUTED TO OTHER EDUCATIONAL ESTABLISHMENTS.

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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 $3,617,112

Program Service Revenue $19,770,794

Investment Income $402,460

Other Revenue $12,859

TOTAL REVENUE $23,803,225

Expense Breakdown

Grants Paid $2,420,627

Salaries & Benefits $12,618,978

Fundraising Expenses $153,401

Program Expenses $17,618,076

Other Expenses $7,673,315

TOTAL EXPENSES $22,712,920

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,803,225	$24,350,867	0.0%
Expenses	$22,712,920	$21,292,251	+0.1%
Net Income	$1,090,305	$3,058,616	-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

263

Volunteers

125

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

$562,173

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY AUGSBURGER	TRUSTEE	2.50	Director	$0	$0	$0
TUCKER BOHM	TRUSTEE	2.50	Director	$0	$0	$0
GERRI BRAND	TRUSTEE	2.50	Director	$0	$0	$0
JIM CROFT	CHAIR	2.50	Officer Director	$0	$0	$0
LISA EDWARDS	TRUSTEE	2.50	Director	$0	$0	$0
SHARI HICKS-GRAHAM	SECRETARY	2.50	Officer Director	$0	$0	$0
SAAMI KALULE-SABITI	TRUSTEE	2.50	Director	$0	$0	$0
STANLEY LAN	TRUSTEE	2.50	Director	$0	$0	$0
CATHY LANNING	TRUSTEE	2.50	Director	$0	$0	$0
TED MANLEY	PAST CHAIR	2.50	Director	$0	$0	$0
SOPHA MOHR	TRUSTEE	2.50	Director	$0	$0	$0
JACOB ROBINSON	TRUSTEE	2.50	Director	$0	$0	$0
MATT SCANTLAND	VICE CHAIR	2.50	Officer Director	$0	$0	$0
MICHELLE SCANTLAND	TRUSTEE	2.50	Director	$0	$0	$0
JOANNE STRASSER	TRUSTEE	2.50	Director	$0	$0	$0
ANDY THOMAS MD	TREASURER	2.50	Officer Director	$0	$0	$0
BEN THOMPSON	TRUSTEE	2.50	Director	$0	$0	$0
BOB WHEELER	TRUSTEE	2.50	Director	$0	$0	$0
LAURIE BETH SWEENEY	CXO	40.00	Key Emp	$169,041	$45,064	$214,105
JEFF TERWIN	HEAD OF SCHOOL (THRU 6/30/24)	40.00	Key Emp	$318,417	$29,651	$348,068
RISHIKESH RAGHUNATHAN	HEAD OF UPPER SCHOOL	40.00	Highest	$124,548	$43,373	$167,921
LINDSEY SMITH	COO	40.00	Highest	$149,501	$31,822	$181,323
JOHN KRUZAN	DIRECTOR OF IT	40.00	Highest	$173,504	$18,611	$192,115
KELLY HEINEIKE	DIRECTOR OF BUSINESS OPERA	40.00	Highest	$116,016	$23,364	$139,380
SHELLEY BROWN	HEAD OF EARLY CHILDHOOD	40.00	Highest	$116,132	$33,138	$149,270

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	$23,803,225	$22,712,920	$41,370,448	$1,090,305
2023	$24,350,867	$21,292,251	$43,599,011	$3,058,616
2022	$20,570,662	$19,581,925	$40,694,267	$988,737
2021	$21,884,199	$19,087,486	$38,979,520	$2,796,713
2020	$21,507,950	$17,924,782	$35,729,386	$3,583,168
2019	$20,066,973	$16,995,622	$30,603,230	$3,071,351
2018	$17,152,166	$17,286,799	$26,202,883	$-134,633