THE WINCHENDON SCHOOL - NYC C/O JANET GELINAS CFO (EIN 830848450) - 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

2017

Legal Domicile

Principal Officer

JANET GELINAS

Phone

9782971223

Tax Period

2023-09-01 to 2024-08-31

THE WINCHENDON SCHOOL - NYC C/O JANET GELINAS CFO, founded in 2017, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND.

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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 $61,917

Program Service Revenue $4,063,182

Investment Income $0

Other Revenue $36,210

TOTAL REVENUE $4,161,309

Expense Breakdown

Grants Paid $1,320,070

Salaries & Benefits $1,792,839

Fundraising Expenses $37,087

Program Expenses $3,524,729

Other Expenses $1,317,240

TOTAL EXPENSES $4,430,149

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,161,309	$3,180,853	+0.3%
Expenses	$4,430,149	$3,529,274	+0.3%
Net Income	$-268,840	$-348,421	-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

$398,092

Total Directors

$476,291

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORNELL B LESANE II	TRUSTEE	1.00	Director	$0	$0	$0
D CANE CALLON	CLERK /TRUSTEE	1.00	Officer Director	$0	$0	$0
DAVID SHETTLER	TRUSTEE	1.00	Director	$0	$0	$0
DR LAURIE NOLAN-KELLEY	VICE PRESIDENT/TRUSTEE	2.00	Officer Director	$0	$0	$0
DR JERRY LARSON	OUTGOING TRUSTEE	1.00	Director	$0	$0	$0
EIKO OOKA	TRUSTEE	1.00	Director	$0	$0	$0
EMILY HINMAN	OUTGOING TRUSTEE	1.00	Director	$0	$0	$0
EMILY VILLARI	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS M ANDERSON III	TRUSTEE	1.00	Director	$0	$0	$0
GAIL WHIPPLE	TRUSTEE	1.00	Director	$0	$0	$0
GLENN A HUNT	ASSISTANT CLERK /TRUSTEE	1.00	Officer Director	$0	$0	$0
JAMES HEUTEL	TREASURER /TRUSTEE	1.00	Officer Director	$0	$0	$0
JENNIFER DOCKERY	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA HEINZER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN B HIPP	PRESIDENT OF BOARD/TRUSTEE	2.00	Officer Director	$0	$0	$0
JOHN KERNEY	CEO/TRUSTEE	25.00	Officer Director	$0	$50,500	$398,092
JULIE BRANDON	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY ANSIN	TRUSTEE	1.00	Director	$0	$0	$0
MANUEL CARBALLO	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
ROMONA REID	TRUSTEE/TEACHER	1.00	Director	$0	$17,943	$78,199
RONALD BURTON	TRUSTEE	1.00	Director	$0	$0	$0
SEAN MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
TRACY MATHIEU HUFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
GLADYS GROSS	DEAN OF STUDENT SUPPORT	55.00	Highest	$126,865	$29,106	$155,971
JARED MAGEE	DEAN OF ACADEMICS	55.00	Highest	$101,748	$25,138	$126,886
JOHN DUNCAN	HEAD OF SCHOOL/EXECUTIVE DIRECTOR 7/24	25.00	Highest	$105,709	$47,154	$240,481
MELISSA ESSMAN	DIRECTOR OF ENROLLMENT MANAGEMENT	55.00	Highest	$146,901	$949	$147,850

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
2024	$4,161,309	$4,430,149	$7,633,104	$-268,840
2023	$3,180,853	$3,529,274	$6,667,022	$-348,421
2022	$2,634,406	$3,496,901	$1,548,697	$-862,495
2021	$3,560,364	$2,802,719	$1,083,667	$757,645
2020	$1,702,474	$2,513,774	$1,165,618	$-811,300
2019	$945,993	$1,756,341	$1,382,090	$-810,348

THE WINCHENDON SCHOOL - NYC C/O JANET GELINAS CFO