OPEN WINDOW SCHOOL (EIN 911303536) - 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

1985

Legal Domicile

Principal Officer

ELAINE CHRISTENSEN

Phone

4257472911

Tax Period

2024-07-01 to 2025-06-30

OPEN WINDOW SCHOOL, founded in 1985, is a mid-sized nonprofit that reported $19.8M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $17.3M left a modest 13% surplus.

Mission

OPEN WINDOW SCHOOL NURTURES AND INSPIRES STUDENTS OF HIGH INTELLECTUAL POTENTIAL.

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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 $3,282,472

Program Service Revenue $15,796,886

Investment Income $677,303

Other Revenue $202

TOTAL REVENUE $19,756,863

Expense Breakdown

Grants Paid $1,253,853

Salaries & Benefits $11,361,303

Fundraising Expenses $1,131,487

Program Expenses $13,555,712

Other Expenses $4,543,717

TOTAL EXPENSES $17,277,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,756,863	$17,734,314	+0.1%
Expenses	$17,277,178	$16,503,477	+0.0%
Net Income	$2,479,685	$1,230,837	+1.0%

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

159

Volunteers

295

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

$674,706

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM KENNEDY	BOARD PRESIDENT	3.00	Officer Director	$0	$0	$0
JULIE CHENG BUI	BOARD VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
PRIYANKA CHOPRA	BOARD TREASURER	3.00	Officer Director	$0	$0	$0
OWEN PAULUS	BOARD SECRETARY	3.00	Officer Director	$0	$0	$0
MICHAEL CROWSON	HONORARY TRUSTEE	3.00	Director	$0	$0	$0
CYDNIE HORWAT	BOARD TRUSTEE	3.00	Director	$0	$0	$0
AL MORASCH	BOARD TRUSTEE	3.00	Director	$0	$0	$0
NANCY ROBINSON	HONORARY TRUSTEE	3.00	Director	$0	$0	$0
MARCUS RUSSELL	BOARD TRUSTEE	3.00	Director	$0	$0	$0
DENA SAUNDERS	BOARD TRUSTEE	3.00	Director	$0	$0	$0
LIZ SWIFT	BOARD TRUSTEE	3.00	Director	$0	$0	$0
TANIA VALDES	BOARD TRUSTEE	3.00	Director	$0	$0	$0
VIVIEN YEUNG	HONORARY TRUSTEE	3.00	Director	$0	$0	$0
TERRY LEE	BOARD TRUSTEE	3.00	Director	$0	$0	$0
VICTORIA DAVIS	BOARD TRUSTEE	3.00	Director	$0	$0	$0
QIONG FEI	BOARD TRUSTEE	3.00	Director	$0	$0	$0
BRIAN OLIN	BOARD TRUSTEE	3.00	Director	$0	$0	$0
BOBBY HUANG	BOARD TRUSTEE	3.00	Director	$0	$0	$0
ELAINE CHRISTENSEN	HEAD OF SCHOOL	50.00	Officer	$376,335	$33,879	$410,214
JON ACHEE	DIR. FINANCE & OPERATING END 6/30	50.00	Officer	$237,106	$27,386	$264,492
VINCENT LAU	DIR. FINANCE & OPERATING START 5/12	50.00	Officer	$0	$0	$0
ELIZABETH WELDEN-SMITH	DIRECTOR OF INSTITUTIONAL ADVANCEMENT AND STRATEGY	50.00	Highest	$177,368	$19,366	$196,734
ERIN WALLACE	MIDDLE SCHOOL DIRECTOR	50.00	Highest	$125,180	$23,783	$148,963
MEGHANN KERRIN SCOTT	LOWER SCHOOL DIRECTOR AND ASSISTANT HEAD OF SCHOOL	50.00	Highest	$174,867	$23,803	$198,670
CARY KIRBY	DIRECTOR OF K-8 PROFESSIONAL LEARNING & DEVELOPMEN	50.00	Highest	$140,861	$24,940	$165,801
KENNETH FOX	DIRECTOR OF FACILITIES	50.00	Highest	$139,922	$21,431	$161,353

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	$19,756,863	$17,277,178	$43,253,475	$2,479,685
2024	$17,734,314	$16,503,477	$39,203,813	$1,230,837
2023	$16,407,109	$15,262,092	$36,175,942	$1,145,017
2022	$14,574,537	$13,314,618	$34,814,106	$1,259,919
2021	$12,092,167	$10,968,510	$36,380,827	$1,123,657
2020	$11,775,644	$10,273,307	$31,360,467	$1,502,337
2019	$10,961,766	$10,362,098	$30,703,684	$599,668
2018	$10,286,087	$9,612,196	$27,941,266	$673,891

OPEN WINDOW SCHOOL