Wellsprings Friends School (EIN 931123932) - 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

1994

Legal Domicile

Principal Officer

Dante Zuniga-West

Phone

5416861223

Tax Period

2024-07-01 to 2025-06-30

Wellsprings Friends School, founded in 1994, is a small nonprofit that reported $848K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $775K left a modest 9% surplus.

Mission

Wellsprings provides alternative learning approaches, supportive community, and a culture of individual affirmation, in which teenagers are mentored and assisted towards meeting the challenges of adolescence and adulthood.

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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 $122,868

Program Service Revenue $723,071

Investment Income $719

Other Revenue $937

TOTAL REVENUE $847,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $555,049

Fundraising Expenses $28,205

Program Expenses $629,511

Other Expenses $219,665

TOTAL EXPENSES $774,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$847,595	$618,641	+0.4%
Expenses	$774,714	$726,594	+0.1%
Net Income	$72,881	$-107,953	-1.7%

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

$82,398

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dante Zuniga-West	Head of School	40.00	Officer	$72,163	$10,235	$82,398
John Morse	Board Member	1.50	Director	$0	$0	$0
Bill Goldsmith	Treasurer	1.50	Officer Director	$0	$0	$0
Janell McCoy	Board Member	1.50	Director	$0	$0	$0
Elizabeth Bruno	Board Member	1.50	Director	$0	$0	$0
John Etter	Secretary	1.50	Officer Director	$0	$0	$0
Lisette Ewing	President	3.00	Officer Director	$0	$0	$0
Jim Luzzi	Board Member	1.50	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	$847,595	$774,714	$615,306	$72,881
2024	$618,641	$726,594	$443,822	$-107,953
2023	$689,668	$696,643	$527,071	$-6,975
2022	$515,433	$659,598	$516,880	$-144,165
2021	$706,378	$653,151	$706,393	$53,227
2020	$672,032	$629,960	$649,700	$42,072
2019	$546,235	$603,965	$531,481	$-57,730

Wellsprings Friends School