WOODLAND SCHOOL (EIN 942753220) - 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

1981

Legal Domicile

Principal Officer

JENNIFER WARREN

Phone

6508549065

Tax Period

2024-07-01 to 2025-06-30

WOODLAND SCHOOL, founded in 1981, is a mid-sized nonprofit in the Education sector that reported $16.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.7M, a strong 16% operating margin.

Mission

EDUCATIONAL INSTITUTE FOR PRESCHOOL THROUGH 8TH 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 (2024)

Revenue Breakdown

Contributions & Grants $2,975,039

Program Service Revenue $13,173,158

Investment Income $472,551

Other Revenue $0

TOTAL REVENUE $16,620,748

Expense Breakdown

Grants Paid $1,109,903

Salaries & Benefits $8,885,383

Fundraising Expenses $367,130

Program Expenses $10,029,985

Other Expenses $3,949,734

TOTAL EXPENSES $13,945,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,620,748	$15,046,097	+0.1%
Expenses	$13,945,020	$13,232,722	+0.1%
Net Income	$2,675,728	$1,813,375	+0.5%

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

250

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

$512,746

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON CHANG	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
RAMZI RAMSEY	BOARD TREASURER	5.00	Officer Director	$0	$0	$0
LISA WIDUP	BOARD SECRETARY	5.00	Officer Director	$0	$0	$0
FEDERICO ACABBI	FINANCE COMMITTEE MEMBER	5.00	Director	$0	$0	$0
SHARON BINGER	CHAIR OF GOVERNANCE COMMITTEE	5.00	Director	$0	$0	$0
COLLEEN FALLS	ADVANCEMENT COMMITTEE MEMBER	5.00	Director	$0	$0	$0
JULIE GALLES	BOARD MEMBER	5.00	Director	$0	$0	$0
THOMAS HARMAN	AUDIT/GOVERNANCE COMMITTEE MEMBER	5.00	Director	$0	$0	$0
ANNE HOECKER	BOARD MEMBER	5.00	Director	$0	$0	$0
ABBY KIRIGIN	CO-CHAIR OF ADVANCEMENT COMMITTEE	5.00	Director	$0	$0	$0
MICHAEL MASTRANDREA	CHAIR OF FACILITIES COMMITTEE	5.00	Director	$0	$0	$0
STACY BROWN-PHILPOT	BOARD MEMBER	5.00	Director	$0	$0	$0
SILVINA PUGLIESE	ADVANCEMENT COMMITTEE MEMBER	5.00	Director	$0	$0	$0
AIDA SOTO	CO-CHAIR OF ADVANCEMENT COMMITTEE	5.00	Director	$0	$0	$0
GABE SWANK	ADVANCEMENT COMMITTEE MEMBER	5.00	Director	$0	$0	$0
ANGIE WANG	ADVANCEMENT/FINANCE COMMITTEE MEMBER	5.00	Director	$0	$0	$0
MICHAEL WALTERS	BOARD MEMBER	5.00	Director	$0	$0	$0
ALISON CHEUNG	CHAIR OF AUDIT COMMITTEE	5.00	Director	$0	$0	$0
JENNIFER WARREN	HEAD OF SCHOOL	40.00	Officer	$455,915	$56,831	$512,746
ERIN STEVENSON	DIR OF DEVELOP & ALUMNI RELATIONS	40.00	Highest	$169,205	$32,592	$201,797
VIVIAN CAI	DIR OF FINANCE (THRU 5/1/25)	40.00	Highest	$168,344	$25,307	$193,651
CHAREA BUSTAMANTE	MIDDLE SCHOOL DIVISION DIRECTOR	40.00	Highest	$157,010	$19,933	$176,943
KATIE KOENIG	LOWER SCHOOL DIVISION DIRECTOR	40.00	Highest	$164,145	$13,305	$177,450
DAN CRISTIANI	DIR OF TEACHING/LEARNING	40.00	Highest	$152,929	$19,033	$171,962

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	$16,620,748	$13,945,020	$37,306,267	$2,675,728
2024	$15,046,097	$13,232,722	$33,665,240	$1,813,375
2023	$14,134,583	$11,964,038	$32,783,363	$2,170,545
2022	$11,890,702	$10,236,424	$19,460,921	$1,654,278
2021	$10,941,400	$9,391,909	$17,322,548	$1,549,491
2020	$8,589,314	$9,151,544	$15,285,680	$-562,230
2019	$9,010,416	$9,552,123	$14,215,204	$-541,707
2018	$8,055,055	$8,722,105	$14,119,014	$-667,050

WOODLAND SCHOOL