WOLCOTT SCHOOL (EIN 364496852) - 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

2002

Legal Domicile

Principal Officer

JENNIFER LEVINE

Phone

3126104900

Tax Period

2024-07-01 to 2025-06-30

WOLCOTT SCHOOL, founded in 2002, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2024.

Mission

COLLEGE PREPARATORY HIGH SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,368,710

Program Service Revenue $7,269,048

Investment Income $231,893

Other Revenue $163,096

TOTAL REVENUE $9,032,747

Expense Breakdown

Grants Paid $1,635,555

Salaries & Benefits $5,577,584

Fundraising Expenses $175,690

Program Expenses $7,364,472

Other Expenses $2,193,123

TOTAL EXPENSES $9,406,262

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,032,747	$9,312,544	0.0%
Expenses	$9,406,262	$9,755,947	0.0%
Net Income	$-373,515	$-443,403	-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

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

$283,220

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER LEVINE	PRESIDENT	20.00	Officer Director	$0	$0	$0
NANCIA SHAWVER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JEFFREY I AEDER	TREASURER	20.00	Officer Director	$0	$0	$0
LEAH PITTACORA	SECRETARY	5.00	Officer Director	$0	$0	$0
JOEL DAVIS	TRUSTEE	4.00	Director	$0	$0	$0
JAMIE DIAMOND SCHWARTZ	TRUSTEE	3.00	Director	$0	$0	$0
GEOFFREY DYBAS	TRUSTEE	5.00	Director	$0	$0	$0
RICHARD GAMBLE	TRUSTEE	5.00	Director	$0	$0	$0
ERIC HENSCHEL	TRUSTEE	5.00	Director	$0	$0	$0
STACEY KOLE	TRUSTEE	4.00	Director	$0	$0	$0
JILL MIRKOVIC	TRUSTEE	5.00	Director	$0	$0	$0
FAZLI QADIR	TRUSTEE	4.00	Director	$0	$0	$0
MARK SALISBURY	TRUSTEE	3.00	Director	$0	$0	$0
EVONNE TAYLOR	TRUSTEE	8.00	Director	$0	$0	$0
MIRIAM PIKE	HEAD OF SCHOOL	40.00	Officer	$257,701	$25,519	$283,220
DAPHNE SAJOUS-BRADY	DIRECTOR OF STUDENT SERVICES	40.00	Highest	$145,618	$5,865	$151,483
MARYBETH KRAVETS	DIRECTOR OF COLLEGE COUNSELING	32.00	Highest	$148,440	$0	$148,440
RACHEL SPIRO	DIRECTOR OF ADMISSIONS	40.00	Highest	$116,562	$25,455	$142,017
JANELLE BRADLEY	DIRECTOR OF STUDENT LIFE	40.00	Highest	$113,081	$12,342	$125,423
KELLY RAMOS	DIRECTOR OF DEVELOPMENT AND HUMAN RESOURCES	40.00	Highest	$107,810	$4,926	$112,736

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	$9,032,747	$9,406,262	$18,272,746	$-373,515
2024	No data	No data	No data	No data
2023	$10,265,237	$10,196,380	$19,703,195	$68,857
2022	$9,188,967	$7,317,715	$19,512,584	$1,871,252
2021	$6,318,898	$6,515,810	$18,762,052	$-196,912
2020	$7,911,112	$6,027,637	$18,829,750	$1,883,475
2019	$6,689,135	$5,998,913	$19,199,393	$690,222
2018	$6,551,862	$5,311,160	$19,530,879	$1,240,702

WOLCOTT SCHOOL