The Winston School (EIN 751450819) - 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

1974

Legal Domicile

Phone

2146916950

Tax Period

2024-07-01 to 2025-06-30

The Winston School, founded in 1974, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $7.0M exceeded revenue, resulting in a 20% operating deficit.

Mission

The Mission Of The Winston School Is To Realize The Extraordinary Potential Of Bright Students Who Learn Differently Through Individualized Learning Strategies And To Prepare Graduates For College-Level Work. The Winston School Provides A Safe, Supportive Education Environment, Inspiring Students' Self-Confidence And Self-Reliance With Full Parental Involvement. A Winston School Education Prepares All Students For Future Challenges And Accomplishments. The Winston School Contributes To The Neighborhood And Larger Community Through Research, Public Awareness Programs And by Being A Model For Educational Excellence.

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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 $462,489

Program Service Revenue $5,231,521

Investment Income $22,055

Other Revenue $132,317

TOTAL REVENUE $5,848,382

Expense Breakdown

Grants Paid $919,783

Salaries & Benefits $4,124,744

Fundraising Expenses $81,056

Program Expenses $5,329,947

Other Expenses $1,959,259

TOTAL EXPENSES $7,003,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,848,382	$5,284,823	+0.1%
Expenses	$7,003,786	$7,400,353	-0.1%
Net Income	$-1,155,404	$-2,115,530	-0.5%

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

$353,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lynn Marie Mallery	Secretary & Parliamentarian	5.0	Officer Director	$0	$0	$0
Michelle Early	Board Chair	5.0	Officer Director	$0	$0	$0
Randall Horton	Treasurer	5.0	Officer Director	$0	$0	$0
Arnold Holtberg	Trustee	2.0	Director	$0	$0	$0
Augustus Lyons	Trustee	2.0	Director	$0	$0	$0
Bobby Brannon	Trustee	2.0	Director	$0	$0	$0
Caroline Perini	Trustee	2.0	Director	$0	$0	$0
Craig Lentzsch	Trustee	2.0	Director	$0	$0	$0
Jennifer Corrigan	Trustee	2.0	Director	$0	$0	$0
Jill Reagor Smith	Trustee	2.0	Director	$0	$0	$0
Joseph Darkak III	Trustee	2.0	Director	$0	$0	$0
Joshua King	Trustee	2.0	Director	$0	$0	$0
Kenneth Womack	Trustee	2.0	Director	$0	$0	$0
Lee Sanders	Trustee	2.0	Director	$0	$0	$0
Maryanne Faubel	Trustee	2.0	Director	$0	$0	$0
Michele Garza	Trustee	2.0	Director	$0	$0	$0
Nancy Hodge	Trustee	2.0	Director	$0	$0	$0
Ngina Hardy	Trustee	2.0	Director	$0	$0	$0
Nicholas Cade	Trustee	2.0	Director	$0	$0	$0
Rhea Wolfram	Trustee	2.0	Director	$0	$0	$0
Robert Hays	Trustee	2.0	Director	$0	$0	$0
William Moore	Trustee	2.0	Director	$0	$0	$0
Jennifer Milam	Head of School	45.0	Officer	$200,000	$17,590	$217,590
Mario Porro	Business Oficer	45.0	Officer	$125,858	$10,393	$136,251
Christopher Ames	Director of Upper School	45.0	Highest	$121,975	$4,731	$126,706
Debra Sass	Director of Lower School	45.0	Highest	$124,017	$5,857	$129,874
Shannon Roberts	Director of Admissions	45.0	Highest	$109,019	$6,942	$115,961

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	$5,848,382	$7,003,786	$15,171,656	$-1,155,404
2024	$5,284,823	$7,400,353	$15,295,017	$-2,115,530
2023	$5,833,849	$7,057,864	$16,274,716	$-1,224,015
2022	$5,658,935	$6,723,070	$16,489,429	$-1,064,135
2021	$7,498,456	$6,350,211	$18,563,580	$1,148,245
2020	$5,152,299	$5,772,786	$16,232,653	$-620,487
2019	$4,979,806	$5,870,962	$16,332,042	$-891,156
2018	$6,864,080	$5,572,219	$16,719,053	$1,291,861

The Winston School