Wellington School: FY2020 Nonprofit Profile & Form 990 (EIN 31-0977200)

Revenue by fiscal year
FY2020	$21.5M
FY2021	$21.9M
FY2022	$20.6M
FY2023	$24.4M
FY2024	$23.8M
FY2025	$23.7M

Expenses by fiscal year
FY2020	$17.9M
FY2021	$19.1M
FY2022	$19.6M
FY2023	$21.3M
FY2024	$22.7M
FY2025	$23.0M

Net assets by fiscal year
FY2020	$22.7M
FY2021	$26.6M
FY2022	$27.2M
FY2023	$30.8M
FY2024	$32.4M
FY2025	$33.9M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

76%

23%

Program services 76% · $13.7M Management & general 23% · $4.2M Fundraising 0% · $46K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

31 people listed on the 990; $959K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Robert Brisk

Former Head of School

$276,038Pt VII · Sec A

Jeffrey Terwin

Head of School

$217,001Pt VII · Sec A

Laurie Beth Sweeney

Director of Development

$131,275Pt VII · Sec A

Angela Shock

Controller (thru 6/30/20)

$113,990Pt VII · Sec A

Jill Webb

Lower School Head

$112,430Pt VII · Sec A

John Kruzan

Director of IT

$108,242Pt VII · Sec A

M Douglas Anderson

Trustee

$0Pt VII · Sec A

Brian Biernat

Trustee

$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Jeff Terwin	$159,300	$318,417	$295,069	—	—	—
Robert Brisk	—	—	$115,058	$202,388	$240,163	$276,038
Jeffrey Terwin	—	—	—	$261,419	$248,276	$217,001
John Kruzan	$116,759	$173,504	$123,915	$104,548	—	$108,242
Laurie Beth Sweeney	$168,626	$169,041	$154,367	$145,259	$138,504	$131,275
Eliza McLaren from July '24	$166,000	—	—	—	—	—
Lindsey Smith	$150,300	$149,501	$145,240	$131,437	$111,213	—
Rishikesh Raghunathan	$116,427	$124,548	$105,991	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates students from preschool through 12th grade, preparing them for leadership and fulfillment.

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Provided by the organization

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2 programs · $13.7M · in their own filed words · FY2019

01

An independent, coeducational, preschool through 12, college preparatory day school with an enrollment of 694 students.

$13.3Mprogram expense

02

The wellington initiative is a program designed to monitor student engagement through technological means. Software was designed for the purpose of allowing teachers to pinpoint the needs of their students.

$407Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Columbus FoundationFY2024$150K

Donor Advised Charitable Giving INCFY2024$112K

Fidelity Investments Charitable Gift FundFY2024$81K

Vanguard Charitable Endowment ProgramFY2024$20K

David and Mindy Gross Family FoundationFY2024$2K

Jpmorgan Chase FoundationFY2024$503

Total grants receivedfrom 6 funders$366K

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Grants paid · 5 grants · $11.6M · 2019–2023

Unitemized GrantFY2023$2,420,627

Unitemized GrantFY2022$2,350,697

Unitemized GrantFY2021$2,273,348

Unitemized GrantFY2020$2,476,380

Unitemized GrantFY2019$2,112,952

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$21.5M

Ln 12

Fees for servicesLn 2g$16.8M

Gifts and grantsLn 1h$4.6M

Investment incomeLn 3$95K

Money outPt IX

$17.9M

Ln 25

Programscol B$13.7M

Managementcol C$4.2M

Fundraisingcol D$46K

Owns and owesPt X

$22.7M

net assets · Ln 32

Cash and savingsLn 1–2$12.1M

Total assetsLn 16$35.7M

LiabilitiesLn 26$13.0M

PeoplePt VI, VII

31

listed · VII A

PaidVII A6

Voting boardVI 1a25

IndependentVI 1b25

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$4.6M

Government grantsLn 1e$809K

Noncash giftsLn 1g$50K

Fees for servicesLn 2g$16.8M

Investment incomeLn 3$95K

Other incomeLn 4–11$19K

Gains on assetsLn 7$328

Total revenueLn 12$21.5M

Assets in detailPt X, end of year

CashLn 1$300

SavingsLn 2$12.1M

Cash and savings togetherLn 1–2$12.1M

Land, buildings, equipmentLn 10c$18.2M

Other assetsLn 15$4.0M

Total assetsLn 16$35.7M

LiabilitiesLn 26$13.0M

Net assetsLn 32$22.7M

OperationsPt I, VI

EmployeesI 5274

VolunteersI 6125

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$7.2M	$12.1M
Land, buildings, equipmentLn 10c	$18.3M	$18.2M
Total assetsLn 16	$30.6M	$35.7M
LiabilitiesLn 26	$11.5M	$13.0M
Net assetsLn 32	$19.1M	$22.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$2.1M	$2.1M
Pay of current officers, directors and key staffLn 5	$261K		$261K
Other salaries and wagesLn 7	$8.3M	$6.0M	$2.3M
Pension plan contributionsLn 8	$310K	$215K	$95K
Other employee benefitsLn 9	$660K	$442K	$218K
Payroll taxesLn 10	$598K	$430K	$168K
Legal feesLn 11b	$15K		$15K
Other fees for servicesLn 11g	$247K	$1K	$240K	$6K
Advertising and promotionLn 12	$136K		$126K	$10K
Office expensesLn 13	$109K	$5K	$87K	$17K
OccupancyLn 16	$300K	$258K	$39K	$3K
TravelLn 17	$21K		$20K	$132
Conferences, conventions and meetingsLn 19	$92K	$84K	$8K
InterestLn 20	$209K		$209K
Depreciation, depletion and amortizationLn 22	$937K	$806K	$122K	$9K
InsuranceLn 23	$78K		$78K
Other expenses (24a–d)Ln 24	$3.2M	$3.1M	$106K
All other expensesLn 24e	$342K	$243K	$99K
Total functional expensesLn 25	$17.9M	$13.7M	$4.2M	$46K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$23.7M	$23.0M	$768K	$33.9M	990 PDF
FY2024	$23.8M	$22.7M	$1.1M	$32.4M	990 PDF
FY2023	$24.4M	$21.3M	$3.1M	$30.8M	990 PDF
FY2022	$20.6M	$19.6M	$989K	$27.2M	990 PDF
FY2021	$21.9M	$19.1M	$2.8M	$26.6M	990 PDF
FY2020 Viewing	$21.5M	$17.9M	$3.6M	$22.7M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $21,507,950 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $4,238,672$4,632,288

I-9 Program service revenuePrior year $15,752,508$16,761,777

I-10 Investment incomePrior year $43,720$94,647

I-11 Other revenuePrior year $32,073$19,238

I-12 Total revenuePrior year $20,066,973$21,507,950

I-13 Grants and similar amounts paidPrior year $1,986,198$2,112,952

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $9,261,561$10,119,331

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $5,747,863$5,692,499

I-18 Total expensesPrior year $16,995,622$17,924,782

I-19 Revenue less expensesPrior year $3,071,351$3,583,168

Part VI · Governance 25 of 25 board members independent, no flags

VI-1a Voting members of the governing body25

VI-1b Independent voting members25

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $21,507,950 across 9 lines filed

VIII-1e Government grants$808,965

VIII-1f All other contributions, gifts and grants$3,823,323

VIII-1g Noncash contributions (included above)$49,997

VIII-1h Total contributions, gifts and grants$4,632,288

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,761,777$16,761,777

VIII-3 Investment incomeExcluded from tax $94,319$94,319

VIII-7 Net gain or loss on sales of assetsExcluded from tax $328$328

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $19,238$19,238

VIII-12 Total revenueRelated to mission $16,781,015 · Unrelated business $0 · Excluded from tax $94,647$21,507,950

Part IX · Statement of functional expenses $17,924,782 across 18 lines filed

IX-2 Grants to domestic individualsPrograms $2,112,952$2,112,952

IX-5 Pay of current officers, directors and key staffManagement $260,866$260,866

IX-7 Other salaries and wagesPrograms $6,012,899 · Management $2,277,999$8,290,898

IX-8 Pension plan contributionsPrograms $215,119 · Management $94,633$309,752

IX-9 Other employee benefitsPrograms $441,867 · Management $217,669$659,536

IX-10 Payroll taxesPrograms $430,295 · Management $167,984$598,279

IX-11b Legal feesManagement $15,078$15,078

IX-11g Other fees for servicesPrograms $1,077 · Management $240,445 · Fundraising $5,916$247,438

IX-12 Advertising and promotionManagement $126,278 · Fundraising $10,000$136,278

IX-13 Office expensesPrograms $5,256 · Management $86,863 · Fundraising $17,283$109,402

IX-16 OccupancyPrograms $258,136 · Management $39,021 · Fundraising $3,002$300,159

IX-17 TravelManagement $20,485 · Fundraising $132$20,617

IX-19 Conferences, conventions and meetingsPrograms $83,737 · Management $8,472$92,209

IX-20 InterestManagement $208,813$208,813

IX-22 Depreciation, depletion and amortizationPrograms $806,018 · Management $121,840 · Fundraising $9,372$937,230

IX-23 InsuranceManagement $77,932$77,932

IX-24 Other expenses (24a–d)Programs $3,099,336 · Management $106,174$3,205,510

IX-24e All other expensesPrograms $242,573 · Management $99,260$341,833

IX-25 Total functional expensesPrograms $13,709,265 · Management $4,169,812 · Fundraising $45,705$17,924,782

Part X · Balance sheet $35,729,386 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $300$300

X-2 Savings and temporary cash investmentsStart of year $7,213,169$12,053,907

X-3 Pledges and grants receivableStart of year $1,037,926$1,314,677

X-4 Accounts receivableStart of year $31,951$65,090

X-9 Prepaid expenses and deferred chargesStart of year $180,637$68,386

X-10c Land, buildings and equipment, netStart of year $18,308,891$18,201,158

X-15 Other assetsStart of year $3,830,356$4,025,868

X-16 Total assetsStart of year $30,603,230$35,729,386

X-17 Accounts payable and accrued expensesStart of year $1,228,330$1,380,191

X-19 Deferred revenueStart of year $5,539,366$4,879,294

X-24 Unsecured notes and loans payable$2,014,900

X-25 Other liabilitiesStart of year $194,770$330,205

X-26 Total liabilitiesStart of year $11,520,018$12,993,608

X-27 Net assets without donor restrictionsStart of year $14,881,525$16,190,096

X-28 Net assets with donor restrictionsStart of year $4,201,687$6,545,682

X-32 Total net assets or fund balancesStart of year $19,083,212$22,735,778

X-33 Total liabilities and net assetsStart of year $30,603,230$35,729,386

Part XI · Reconciliation of net assets $22,735,778 net assets at year end

XI-1 Total revenue$21,507,950

XI-2 Total expenses$17,924,782

XI-3 Revenue less expenses$3,583,168

XI-4 Net assets at start of year$19,083,212

XI-9 Other changes in net assets$69,398

XI-10 Net assets at end of year$22,735,778

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Wellington School FY2020 filing

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