The Winston School of San Diego (EIN 330294043) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Mary Sterling-Toretti

Phone

8582598155

Tax Period

2022-07-01 to 2023-06-30

The Winston School of San Diego, founded in 1988, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2022. Expenses of $3.9M exceeded revenue, resulting in a 11% operating deficit.

Mission

The Winston School provides a college preparatory program for students with learning differences in grades six through twelve. We educate and nurture self-esteem by helping students to address their special needs.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $168,951

Program Service Revenue $3,345,015

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,513,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,311,788

Fundraising Expenses $0

Program Expenses $2,528,282

Other Expenses $1,577,126

TOTAL EXPENSES $3,888,914

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,513,966	$3,649,668	0.0%
Expenses	$3,888,914	$3,682,490	+0.1%
Net Income	$-374,948	$-32,822	+10.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Buckingham	Director	1.00	Director	$0	$0	$0
Laura Cunitz	President	1.00	Officer Director	$0	$0	$0
Mary Balo	Treasurer	1.00	Officer Director	$0	$0	$0
Tasha Taylor	Director	1.00	Director	$0	$0	$0
Ria Scoma	Vice President	1.00	Officer Director	$0	$0	$0
Mary Sterling-Torretti	Head of School	40.00	Highest	$165,658	$0	$165,658
Kimberly Kanetis	CFO	40.00	Highest	$144,970	$0	$144,970
Kelly Cavanaugh	Employee	40.00	Highest	$118,628	$0	$118,628

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	$3,513,966	$3,888,914	$2,924,247	$-374,948
2022	$3,649,668	$3,682,490	$3,520,676	$-32,822
2021	$3,443,834	$3,255,491	$3,609,952	$188,343
2020	$3,580,555	$3,395,976	$3,417,968	$184,579
2019	$3,258,748	$3,252,223	$3,284,704	$6,525

The Winston School of San Diego