HARVARD-WESTLAKE SCHOOL (EIN 951644019) - 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

1911

Legal Domicile

Principal Officer

RICHARD COMMONS

Phone

8189806692

Tax Period

2024-07-01 to 2025-06-30

HARVARD-WESTLAKE SCHOOL, founded in 1911, is a major nonprofit in the Education sector that reported $128.2M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $112.8M left a modest 12% surplus.

Mission

TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12.

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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 $26,400,225

Program Service Revenue $87,468,058

Investment Income $13,755,591

Other Revenue $561,442

TOTAL REVENUE $128,185,316

Expense Breakdown

Grants Paid $13,772,114

Salaries & Benefits $60,815,976

Fundraising Expenses $5,388,138

Program Expenses $85,521,878

Other Expenses $38,244,367

TOTAL EXPENSES $112,832,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,185,316	$154,559,883	-0.2%
Expenses	$112,832,457	$108,147,143	+0.0%
Net Income	$15,352,859	$46,412,740	-0.7%

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

762

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

$1,617,797

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN WILSON	CHAIR	1.00	Officer Director	$0	$0	$0
WENDY WACHTELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM BARNUM	TREASURER	1.00	Officer Director	$0	$0	$0
SHIRLEY WANG	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK ATTANASIO	TRUSTEE	1.00	Director	$0	$0	$0
ELENA BACA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BEYER	TRUSTEE	1.00	Director	$0	$0	$0
PETER BING	TRUSTEE	1.00	Director	$0	$0	$0
JEAN-MARC CHAPUS	TRUSTEE	1.00	Director	$0	$0	$0
ALLISON CHECCHI	TRUSTEE	1.00	Director	$0	$0	$0
ALICE CHEN	TRUSTEE	1.00	Director	$0	$0	$0
DIANA CHEN	TRUSTEE	1.00	Director	$0	$0	$0
BRADFORD EDGERTON	TRUSTEE	1.00	Director	$0	$0	$0
JANE EISNER	TRUSTEE	1.00	Director	$0	$0	$0
ERIC ESRAILIAN	TRUSTEE	1.00	Director	$0	$0	$0
JAVIER FERREIRA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FISHER	TRUSTEE (THRU 03/25)	1.00	Director	$0	$0	$0
ERIC GAREN	TRUSTEE	1.00	Director	$0	$0	$0
JONI HAMILTON	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY HARLESTON	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP HOLTHOUSE	TRUSTEE	1.00	Director	$0	$0	$0
JEAN KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN KECK	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT KOTICK	TRUSTEE	1.00	Director	$0	$0	$0
JAIME LEE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MALONEY	TRUSTEE	1.00	Director	$0	$0	$0
JULIE PLATT	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY PRITZKER	TRUSTEE	1.00	Director	$0	$0	$0
SPENCER RASCOFF	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH REED	TRUSTEE	1.00	Director	$0	$0	$0
ALISON RESSLER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SEGAL	TRUSTEE	1.00	Director	$0	$0	$0
MELANIE STAGGS	TRUSTEE	1.00	Director	$0	$0	$0
THE RT REV JOHN TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
JOHN WEISSENBACH	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD COMMONS	PRESIDENT	40.00	Officer	$920,496	$230,705	$1,151,201
DAVID WEIL	CHIEF FINANCIAL OFFICER	40.00	Officer	$403,715	$62,881	$466,596
LAURA DAVIDSON ROSS	HEAD OF SCHOOL	40.00	Highest	$363,737	$66,425	$430,162
EDWARD HU	HEAD OF EXTERNAL RELATIONS	40.00	Highest	$326,316	$56,847	$383,163
JAMES DE MATTE	CHIEF OF CONSTRUCTION	40.00	Highest	$270,756	$69,327	$340,083
DAVID RUBEN	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$254,036	$55,554	$309,590
BRIAN BOUCHEY	CONTROLLER	40.00	Highest	$250,474	$46,349	$296,823

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	$128,185,316	$112,832,457	$831,526,557	$15,352,859
2024	$154,559,883	$108,147,143	$673,189,747	$46,412,740
2023	$155,443,387	$103,092,246	$582,888,639	$52,351,141
2022	$134,983,009	$97,062,620	$519,427,126	$37,920,389
2021	$125,771,402	$86,473,509	$520,783,153	$39,297,893
2020	$97,818,404	$88,642,079	$413,730,628	$9,176,325
2019	$116,321,435	$88,883,335	$419,223,639	$27,438,100

HARVARD-WESTLAKE SCHOOL