CHARLES WRIGHT ACADEMY (EIN 910673111) - 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

Principal Officer

RACHEL RIPPL

Phone

2536208300

Tax Period

2023-07-01 to 2024-06-30

CHARLES WRIGHT ACADEMY, founded in 1957, is a mid-sized nonprofit that reported $20.8M in total revenue in fiscal year 2023. Expenses of $25.3M exceeded revenue, resulting in a 22% operating deficit.

Mission

AN INDEPENDENT SCHOOL FOR CHILDREN FROM PRESCHOOL THROUGH 12TH GRADE.

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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 $1,692,084

Program Service Revenue $18,332,104

Investment Income $814,789

Other Revenue $-61,488

TOTAL REVENUE $20,777,489

Expense Breakdown

Grants Paid $3,746,050

Salaries & Benefits $13,270,101

Fundraising Expenses $800,432

Program Expenses $20,736,439

Other Expenses $8,239,826

TOTAL EXPENSES $25,255,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,777,489	$19,279,888	+0.1%
Expenses	$25,255,977	$21,354,336	+0.2%
Net Income	$-4,478,488	$-2,074,448	+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

236

Volunteers

200

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

$439,597

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOBY MURRAY	CHAIR	5.00	Officer Director	$0	$0	$0
ADAM KLAKNEY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
TAMARA HORN	SECRETARY	5.00	Officer Director	$0	$0	$0
SCOTT LIMOLI	TREASURER	5.00	Officer Director	$0	$0	$0
DREW BAMFORD	TRUSTEE	2.00	Director	$0	$0	$0
GUILLERMO CHACON	TRUSTEE	2.00	Director	$0	$0	$0
EMILY HAPPY	TRUSTEE	2.00	Director	$0	$0	$0
DAVID HIRSCHBERG	TRUSTEE	2.00	Director	$0	$0	$0
AIMEE ALLEN	TRUSTEE	2.00	Director	$0	$0	$0
BEN SCLAIR	TRUSTEE	2.00	Director	$0	$0	$0
NICOLE STICE	TRUSTEE	2.00	Director	$0	$0	$0
SARAH WEYERHAEUSER	TRUSTEE	2.00	Director	$0	$0	$0
TREVOR WILL	TRUSTEE	2.00	Director	$0	$0	$0
NANCY SCHAUER	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN RICE	HEAD OF SCHOOL	40.00	Officer	$379,860	$59,737	$439,597
SUSAN WAYLAND	INTERIM CFO	40.00	Officer	$0	$0	$0
RACHEL RIPPL	MIDDLE SCHOOL DIRECTOR	40.00	Highest	$118,349	$25,060	$143,409
LAURA ROSE	MARKETING DIRECTOR	40.00	Highest	$128,242	$35,575	$163,817
RIXA EVERSHED	BEGINNING SCHOOL DIRECTOR	40.00	Highest	$102,671	$5,551	$108,222
STEPHEN RUDOLF	ADMISSIONS DIRECTOR	40.00	Highest	$112,845	$11,369	$124,214
BETTY BENSON	UPPER SCHOOL DIRECTOR	40.00	Highest	$153,833	$33,803	$187,636

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	No data	No data	No data	No data
2024	$20,777,489	$25,255,977	$77,169,749	$-4,478,488
2023	$19,279,888	$21,354,336	$76,469,687	$-2,074,448
2022	$19,848,079	$19,542,109	$76,463,212	$305,970
2021	$21,069,701	$18,342,601	$79,716,455	$2,727,100
2020	$20,214,757	$20,336,969	$63,747,007	$-122,212
2019	$20,489,866	$20,618,152	$63,130,883	$-128,286
2018	$21,335,257	$19,787,439	$61,800,037	$1,547,818

CHARLES WRIGHT ACADEMY