Nonprofit · EIN 31-0977200
WELLINGTON SCHOOL
Tax-exempt · COLUMBUS, OH 43220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,725,356 | $22,957,170 | $768,186 | $42,856,279 | $8,946,298 | $33,909,981 |
| June 30, 2024 | 990 | $23,803,225 | $22,712,920 | $1,090,305 | $41,370,448 | $8,947,032 | $32,423,416 |
| June 30, 2023 | 990 | $24,350,867 | $21,292,251 | $3,058,616 | $43,599,011 | $12,806,174 | $30,792,837 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,342,724
- of which government grants
- $858,503
- Program service revenue
- $21,086,501
- Investment income
- $275,252
- Other revenue
- $20,879
Expenses
- Grants and similar amounts paid
- $3,358,492
- Compensation of officers, directors and key employees
- $757,594
- Other salaries and wages
- $9,910,557
- Salaries, compensation and benefits (total)
- $12,917,290
- Professional fundraising fees
- $0
- Legal fees
- $32,038
- Accounting fees
- $43,112
- Occupancy
- $337,381
- Travel
- $155,754
- Depreciation
- $1,343,162
- Program services (functional)
- $16,189,776
- Management and general (functional)
- $6,695,536
- Fundraising (functional)
- $71,858
Balance sheet and other
- Total assets, start of year
- $41,370,448
- Total assets, end of year
- $42,856,279
- Total liabilities, end of year
- $8,946,298
- Net assets, end of year
- $33,909,981
- Land, buildings and equipment
- $24,813,952
- Publicly traded securities
- $7,328,284
- Net assets without donor restrictions
- $29,091,325
- Net assets with donor restrictions
- $4,818,656
- Gross receipts
- $23,725,356
- Employees
- 274
- Volunteers
- 125
- Year formed
- 1988
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURIE BETH SWEENEY | CHIEF EXPERIENCE OFFICER (CXO) Key employee | 40 | $168,626 | $66,723 |
| LINDSEY SMITH | CHIEF OPERATING OFFICER (COO) Key employee | 40 | $150,300 | $53,238 |
| ELIZA MCLAREN FROM JULY '24 | EX-OFFICIO TRUSTEE/HEAD OF SCHOOL Officer | 40 | $166,000 | $29,218 |
| JEFF TERWIN | HEAD OF SCHOOL (THRU JUNE '24) Former | 40 | $159,300 | $20,627 |
| RISHIKESH RAGHUNATHAN | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $116,427 | $53,476 |
| SHELLEY BROWN | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $121,500 | $43,968 |
| JOHN KRUZAN | DIRECTOR OF IT Highest-paid employee | 40 | $116,759 | $28,577 |
| KELLY HEINEIKE | DIRECTOR OF BUSINESS OPERATIONS Highest-paid employee | 40 | $108,686 | $24,952 |
| LOUIS FRANK | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $108,775 | $17,693 |
| JAMES CROFT | TRUSTEE/CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| MATTHEW SCANTLAND | TRUSTEE/VICE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| ANDREW THOMAS | TRUSTEE/TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| SHARI GRAHAM | TRUSTEE/SECRETARY Trustee or director, Officer | 2.5 | $0 | $0 |
| MARY AUGSBURGER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| TUCKER BOHM | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERRIE BRAND | TRUSTEE Trustee or director | 2.5 | $0 |
| LISA EDWARDS | TRUSTEE Trustee or director | 2.5 | $0 |
| SAAMI KALULE-SABITI | TRUSTEE Trustee or director | 2.5 | $0 |
| GUANGHUI LAN | TRUSTEE Trustee or director | 2.5 | $0 |
| CATHY LANNING | TRUSTEE Trustee or director | 2.5 | $0 |
| THEODORE MANLEY | TRUSTEE Trustee or director | 2.5 | $0 |
| JIM MERMIS | TRUSTEE Trustee or director | 2.5 | $0 |
| SOPHIA MOHR | TRUSTEE Trustee or director | 2.5 | $0 |
| JACOB ROBINSON | TRUSTEE Trustee or director | 2.5 | $0 |
| MICHELLE SCANTLAND | TRUSTEE Trustee or director | 2.5 | $0 |
| MELISSA SHIVERS | TRUSTEE Trustee or director | 2.5 | $0 |
| JOANNE STRASSER | TRUSTEE Trustee or director | 2.5 | $0 |
| BENJAMIN THOMPSON | TRUSTEE Trustee or director | 2.5 | $0 |
| BOB WHEELER | TRUSTEE Trustee or director | 2.5 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF TERWIN | HEAD OF SCHOOL (THRU 6/30/24) Key employee | 40 | $318,417 | $29,651 |
| LAURIE BETH SWEENEY | CXO Key employee | 40 | $169,041 | $45,064 |
| JOHN KRUZAN | DIRECTOR OF IT Highest-paid employee | 40 | $173,504 | $18,611 |
| LINDSEY SMITH | COO Highest-paid employee | 40 | $149,501 | $31,822 |
| RISHIKESH RAGHUNATHAN | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $124,548 | $43,373 |
| SHELLEY BROWN | HEAD OF EARLY CHILDHOOD Highest-paid employee | 40 | $116,132 | $33,138 |
| KELLY HEINEIKE | DIRECTOR OF BUSINESS OPERA Highest-paid employee | 40 | $116,016 | $23,364 |
| MARY AUGSBURGER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| TUCKER BOHM | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| GERRI BRAND | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JIM CROFT | CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| LISA EDWARDS | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| SHARI HICKS-GRAHAM | SECRETARY Trustee or director, Officer | 2.5 | $0 | $0 |
| SAAMI KALULE-SABITI | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| STANLEY LAN | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| CATHY LANNING | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| TED MANLEY | PAST CHAIR Trustee or director | 2.5 | $0 | $0 |
| SOPHA MOHR | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JACOB ROBINSON | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| MATT SCANTLAND | VICE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| MICHELLE SCANTLAND | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JOANNE STRASSER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| ANDY THOMAS MD | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| BEN THOMPSON | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| BOB WHEELER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF TERWIN | HEAD OF SCHOOL Key employee | 40 | $295,069 | $31,632 |
| LAURIE BETH SWEENEY | CXO Key employee | 40 | $154,367 | $54,153 |
| LINDSEY SMITH | COO Highest-paid employee | 40 | $145,240 | $47,857 |
| JOHN KRUZAN | DIRECTOR OF IT Highest-paid employee | 40 | $123,915 | $22,808 |
| ROBERT BRISK | WELLINGTON INITIATIVE Highest-paid employee | 40 | $115,058 | $31,033 |
| RISHIKESH RAGHUNATHAN | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $105,991 | $31,576 |
| KELLY HEINEIKE | DIRECTOR OF BUSINESS OPERATIONS Highest-paid employee | 40 | $102,663 | $30,444 |
| MARY AUGSBURGER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| TUCKER BOHM | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| GERRI BRAND | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JIM CROFT | CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| LISA EDWARDS | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| SHARI HICKS-GRAHAM | SECRETARY Trustee or director, Officer | 2.5 | $0 | $0 |
| SAAMI KALULE-SABITI | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| STANLEY LAN | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| CATHY LANNING | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| TED MANLEY | PAST CHAIR Trustee or director | 2.5 | $0 | $0 |
| SOPHIA MOHR | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JACOB ROBINSON | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| MATT SCANTLAND | VICE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| MICHELLE SCANTLAND | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JOANNE STRASSER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| ANDY THOMAS MD | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| BEN THOMPSON | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| BOB WHEELER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3650 REED RD, COLUMBUS, OH 43220-4825
- Principal officer (990 for 2024)
- ELIZA MCLAREN, 3650 REED ROAD, COLUMBUS, OH 43220
- Signed the 990
- KELLY HEINEIKE, DIR OF BUSINESS OPERATIONS
- Phone
- (614) 457-7883
- Website
- WWW.WELLINGTON.ORG
- Return prepared by
- GBQ PARTNERS LLC
Mission
WE HELP STUDENTS FIND THEIR PURPOSE AND REALIZE THEIR POTENTIAL FOR TOMORROW'S WORLD. OUR VALUES: BE CURIOUS, BE YOURSELF, BE AMBITIOUS, BE EMPATHETIC, BE RESPONSIBLE.
Program accomplishments
- AN INDEPENDENT, COEDUCATIONAL, PRESCHOOL THROUGH 12, COLLEGE PREPARATORY DAY SCHOOL WITH AN ENROLLMENT OF 717 STUDENTS.Expenses $15,970,134 · grants $3,358,492 · revenue $20,947,758
- 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. FEEDBACK IS GATHERED FROM STUDENTS 6 TIMES A YEAR, AND THE DATA IS THEN PROCESSED TO GIVE EDUCATORS NECESSARY INFORMATION TO BUILD UPON THEIR CURRENT METHODOLOGY. THIS SOFTWARE IS DISTRIBUTED TO OTHER EDUCATIONAL ESTABLISHMENTS.Expenses $219,642 · revenue $159,622
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0977200
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,856,279
- Income (IRS master file)
- $23,725,356
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,725,356 | $22,957,170 | $42,856,279 | IRS |
| 990 | June 2024 | $23,803,225 | $22,712,920 | $41,370,448 | XML |
| 990 | June 2023 | $24,350,867 | $21,292,251 | $43,599,011 | XML |
| 990 | June 2022 | $20,570,662 | $19,581,925 | $40,694,267 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0977200).
Questions about WELLINGTON SCHOOL
- What is the EIN of WELLINGTON SCHOOL?
- The employer identification number (EIN) of WELLINGTON SCHOOL is 31-0977200.
- Is WELLINGTON SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WELLINGTON SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLINGTON SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WELLINGTON SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLINGTON SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WELLINGTON SCHOOL?
- The 990 for the year ended June 30, 2025 names ELIZA MCLAREN.
- Who are the officers and directors of WELLINGTON SCHOOL?
- The 990 for the year ended June 30, 2025 lists 29 people; 9 received compensation from the organization, the highest $168,626 (LAURIE BETH SWEENEY, CHIEF EXPERIENCE OFFICER (CXO)).
- How much revenue does WELLINGTON SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,725,356, expenses of $22,957,170 and total assets of $42,856,279 at year end.
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