THE WESLEY SCHOOL

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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

1999

Legal Domicile

Principal Officer

DAVID MONAHAN

Phone

8185084542

Tax Period

2023-07-01 to 2024-06-30

THE WESLEY SCHOOL, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $12.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE WESLEY SCHOOL BUILDS CONFIDENCE AND ENCOURAGES INDEPENDENCE THROUGH A CHALLENGING ACADEMIC PROGRAM THAT STRETCHES EACH STUDENT TO REACH THE HIGHEST LEVEL OF INDIVIDUAL ACHIEVEMENT WITHIN A SUPPORTIVE, NURTURING ENVIRONMENT. WESLEY CULTIVATES IN (CONTINUED ON SCHEDULE O) STUDENTS STRONG CREATIVE, PHYSICAL, AND SPIRITUAL FOUNDATIONS TO PREPARE THEM TO BE PRODUCTIVE AND RESPECTFUL CONTRIBUTORS TO A GLOBAL SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $10,912,547 Revenue: $11,360,045

THE WESLEY SCHOOL SEEKS TO INSTILL IN ITS STUDENTS A STRONG INDIVIDUAL GROWTH AND CREATIVITY, AS WELL AS A SENSE OF SOCIAL RESPONSIBILITY. THE WESLEY SCHOOL CELEBRATES COMMUNITY SPIRIT AND RELIES ON PARENT SUPPORT AND INVOLVEMENT TO SUCCESSFULLY ACHIEVE ITS MISSION.DURING THE FISCAL YEAR ENDED JUNE 30, 2024, 299 STUDENTS WERE ENROLLED IN GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND 74 STUDENTS RECEIVED FINANCIAL AID.

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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 $1,632,076

Program Service Revenue $11,360,045

Investment Income $44,385

Other Revenue $-99,276

TOTAL REVENUE $12,937,230

Expense Breakdown

Grants Paid $1,621,186

Salaries & Benefits $8,094,303

Fundraising Expenses $398,432

Program Expenses $10,912,547

Other Expenses $3,855,504

TOTAL EXPENSES $13,570,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,937,230	$11,598,720	+0.1%
Expenses	$13,570,993	$12,029,761	+0.1%
Net Income	$-633,763	$-431,041	+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

114

Volunteers

180

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

$535,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MONAHAN	CHAIR	5.00	Officer Director	$0	$0	$0
JENNY HOLLIER	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MARISSA SEEMAN	SECRETARY	3.00	Officer Director	$0	$0	$0
MIKE NATIVIDAD	TREASURER	3.00	Officer Director	$0	$0	$0
MICHELLE ALBERT	TRUSTEE	1.00	Director	$0	$0	$0
AMY DIBIANCA	TRUSTEE	1.00	Director	$0	$0	$0
MELANIE ELLIOTT	TRUSTEE	1.00	Director	$0	$0	$0
JASON FRIEDMAN	TRUSTEE	1.00	Director	$0	$0	$0
SAMANTHA HAMPAR	TRUSTEE	1.00	Director	$0	$0	$0
THORDIS HOWARD	TRUSTEE	3.00	Director	$0	$0	$0
GARY KIRKPATRICK	TRUSTEE	1.00	Director	$0	$0	$0
LISA LANGE	TRUSTEE	1.00	Director	$0	$0	$0
JANETT HERMOSILLO MEYER	TRUSTEE	1.00	Director	$0	$0	$0
EDDIE O'FLAHERTY	TRUSTEE	1.00	Director	$0	$0	$0
DALE PINNOCK	TRUSTEE	1.00	Director	$0	$0	$0
CONRAD SISON	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL TING	TRUSTEE	1.00	Director	$0	$0	$0
HILLARY TURNER	TRUSTEE	1.00	Director	$0	$0	$0
ALAN WALDMAN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE GALLES	HEAD OF SCHOOL	40.00	Officer	$304,191	$25,117	$329,308
GEORGIANN HUFF	DIRECTOR OF FINANCE	40.00	Officer	$180,697	$25,145	$205,842
VERENA DENOVE	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$186,054	$25,459	$211,513
GREGORY ARMBRISTER	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$176,633	$23,184	$199,817
GEORGE ELEFTHERIADES	MS ENGLISH/ 7TH/8TH DEAN	40.00	Highest	$150,056	$14,818	$164,874
TAMMYLYNN RODRIGUEZ	DIRECTOR OF DEVELOPMENT	40.00	Highest	$143,835	$7,735	$151,570
ANNETTE MARLA SIMON	MS ENLGLISH/HISTORY, 5TH/6TH DEAN	40.00	Highest	$109,184	$22,884	$132,068

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	$12,937,230	$13,570,993	$28,819,954	$-633,763
2023	$11,598,720	$12,029,761	$22,281,477	$-431,041
2022	$11,587,661	$11,557,816	$11,878,823	$29,845
2021	$11,054,121	$10,139,821	$11,780,902	$914,300
2020	$10,348,569	$10,034,408	$10,242,321	$314,161
2019	$9,890,231	$10,346,356	$10,372,329	$-456,125
2018	$9,547,964	$9,272,937	$10,169,719	$275,027