WINCHESTER EDUCATION FOUNDATION INC (EIN 542009704) - 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

2000

Legal Domicile

Principal Officer

CARL RUSH

Phone

5408760856

Tax Period

2024-07-01 to 2025-06-30

WINCHESTER EDUCATION FOUNDATION INC, founded in 2000, is a small nonprofit in the Education sector that reported $578K in total revenue in fiscal year 2017. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $178K, a strong 31% operating margin.

Mission

THE WINCHESTER EDUCATION FOUNDATION IS DEDICATED TO ELEVATING OUR COMMUNITY THROUGH PROMOTING EDUCATIONAL OPPORTUNITIES AND PROVIDING SUPPORT FOR WINCHESTER PUBLIC SCHOOL, ITS STUDENTS, TEACHERS AND STAFF.

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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 (2024)

Revenue Breakdown

Contributions & Grants $229,937

Program Service Revenue $0

Investment Income $107,049

Other Revenue $0

TOTAL REVENUE $336,986

Expense Breakdown

Grants Paid $279,038

Salaries & Benefits $53,825

Fundraising Expenses $23,397

Program Expenses $345,639

Other Expenses $97,830

TOTAL EXPENSES $430,693

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,986	$412,090	-0.2%
Expenses	$430,693	$541,877	-0.2%
Net Income	$-93,707	$-129,787	-0.3%

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

$50,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRINA KHANIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
KATHY THOMAS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA FRYE	TREASURER	4.00	Officer Director	$0	$0	$0
MARTHA ROBERSON	SECRETARY	2.00	Officer Director	$0	$0	$0
DENNIS HASTON	DIRECTOR	0.50	Director	$0	$0	$0
STEVE SLAUGHTER	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS DIXON	DIRECTOR	0.50	Director	$0	$0	$0
MADY RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
BILL ARMSTRONG	DIRECTOR	0.50	Director	$0	$0	$0
CARL RUSH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BIRCHENOUGH	DIRECTOR	1.00	Director	$0	$0	$0
GLENN BURDICK	DIRECTOR	1.00	Director	$0	$0	$0
LARRY WEISS	EXECUTIVE DIRECTOR	30.00	Officer	$50,000	$0	$50,000

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	$336,986	$430,693	$2,557,965	$-93,707
2024	$412,090	$541,877	$2,512,856	$-129,787
2023	$181,748	$373,411	$2,457,766	$-191,663
2022	$486,087	$644,336	$2,519,814	$-158,249
2021	$1,471,088	$1,018,081	$3,145,890	$453,007
2020	$642,384	$540,392	$2,336,656	$101,992
2019	$695,546	$611,314	$2,266,095	$84,232
2018	$577,949	$399,704	$2,105,168	$178,245

WINCHESTER EDUCATION FOUNDATION INC