THE LOWELL WHITEMAN SCHOOL (EIN 840469317) - 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

1957

Legal Domicile

Phone

9708791350

Tax Period

2024-07-01 to 2025-06-30

THE LOWELL WHITEMAN SCHOOL, founded in 1957, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2024.

Mission

PRIVATE K-12 DAY AND BOARDING SCHOOL FOR APPROXIMATELY 180 STUDENTS.

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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 $771,366

Program Service Revenue $6,826,208

Investment Income $362,864

Other Revenue $16,505

TOTAL REVENUE $7,976,943

Expense Breakdown

Grants Paid $1,325,525

Salaries & Benefits $3,887,574

Fundraising Expenses $482,152

Program Expenses $7,308,858

Other Expenses $2,942,547

TOTAL EXPENSES $8,155,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,976,943	$8,072,092	0.0%
Expenses	$8,155,646	$7,300,413	+0.1%
Net Income	$-178,703	$771,679	-1.2%

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

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
SAMANTHA C DONNEL	HEAD OF SCHOOL	40.00	Highest	$250,000	$0	$250,000
EMILY KELLEY	BOD	1.00	Director	$0	$0	$0
BRAD CRAIG	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN COE	BOD	1.00	Director	$0	$0	$0
SELINA HEINTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
MONA GIBSON	CHAIR	1.00	Officer Director	$0	$0	$0
GREG SCHMITZ	BOD	1.00	Director	$0	$0	$0
MILLIE FLANIGAN	BOD	1.00	Director	$0	$0	$0
JOHNNY SPILLANE	BOD	1.00	Director	$0	$0	$0
WILL CRUMP	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS JOHNSON	BOD	1.00	Director	$0	$0	$0
ELISABETH MAYER	BOD	1.00	Director	$0	$0	$0
MICHAEL MCLARNEY	BOD	1.00	Director	$0	$0	$0
CHRISTINE BROGAN	BOD	1.00	Director	$0	$0	$0
BOB KING	BOD	1.00	Director	$0	$0	$0
LIAM SORENSEN	BOD	1.00	Director	$0	$0	$0

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	$7,976,943	$8,155,646	$22,891,428	$-178,703
2024	$8,072,092	$7,300,413	$21,018,662	$771,679
2023	$7,219,062	$6,259,208	$19,705,042	$959,854
2022	$6,600,322	$5,330,519	$14,741,901	$1,269,803
2021	$4,786,756	$4,287,438	$12,256,647	$499,318
2020	$3,300,452	$2,969,343	$9,309,113	$331,109

THE LOWELL WHITEMAN SCHOOL