TRUSTEES OF DEERFIELD ACADEMY (EIN 042103563) - 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

1797

Legal Domicile

Principal Officer

DR JOHN PN AUSTIN

Phone

4137740241

Tax Period

2024-07-01 to 2025-06-30

TRUSTEES OF DEERFIELD ACADEMY, founded in 1797, is a major nonprofit in the Education sector that reported $151.7M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52.5M, a strong 35% operating margin.

Mission

DEERFIELD ACADEMY IS AN INDEPENDENT SECONDARY SCHOOL COMMITTED TO HIGH STANDARDS OF SCHOLARSHIP, CITIZENSHIP, AND PERSONAL RESPONSIBILITY. THROUGH A RIGOROUS LIBERAL ARTS CURRICULUM, EXTENSIVE CO-CURRICULAR PROGRAM, AND SUPPORTIVE RESIDENTIAL ENVIRONMENT, DEERFIELD ENCOURAGES EACH STUDENT TO DEVELOP AN INQUISITIVE AND CREATIVE MIND, SOUND BODY, AND STRONG MORAL CHARACTER.

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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 $79,074,945

Program Service Revenue $49,184,535

Investment Income $22,662,690

Other Revenue $811,252

TOTAL REVENUE $151,733,422

Expense Breakdown

Grants Paid $15,940,403

Salaries & Benefits $44,839,557

Fundraising Expenses $8,771,746

Program Expenses $76,507,232

Other Expenses $38,433,489

TOTAL EXPENSES $99,257,949

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,733,422	$103,392,472	+0.5%
Expenses	$99,257,949	$97,367,381	+0.0%
Net Income	$52,475,473	$6,025,091	+7.7%

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

713

Volunteers

440

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

$1,660,391

Total Directors

$1,236,393

Key Employees

$504,886

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUSTIN JOHN	HEAD OF SCHOOL/TRUSTEE	60.00	Officer Director	$1,008,711	$227,682	$1,236,393
GOVI LEILA	PRESIDENT	8.00	Officer Director	$0	$0	$0
FLEMING SR GREGORY	VICE PRESIDENT/TREASURER	5.00	Officer Director	$0	$0	$0
MCINERNEY MARK	SECRETARY	3.00	Officer Director	$0	$0	$0
ANDERSON GARY	TRUSTEE	2.00	Director	$0	$0	$0
BAKER II FRANK	TRUSTEE	2.00	Director	$0	$0	$0
BRENNAN SETH	TRUSTEE	2.00	Director	$0	$0	$0
CHEN YILUN	TRUSTEE	2.00	Director	$0	$0	$0
CLARK BENJAMIN	TRUSTEE	2.00	Director	$0	$0	$0
COLEMAN LINDSEY	TRUSTEE	2.00	Director	$0	$0	$0
GREENHILL JOSHUA	TRUSTEE	2.00	Director	$0	$0	$0
HALPIN CHRISTOPHER	TRUSTEE	2.00	Director	$0	$0	$0
IDEHEN JR FRANCIS	TRUSTEE	2.00	Director	$0	$0	$0
JOHNSON MARC	TRUSTEE	2.00	Director	$0	$0	$0
LASHER ROBERT	TRUSTEE	2.00	Director	$0	$0	$0
LAVELY VANESSA	TRUSTEE	2.00	Director	$0	$0	$0
LEIST ELIZABETH	TRUSTEE	2.00	Director	$0	$0	$0
LIPMAN GUSTAVE	TRUSTEE	2.00	Director	$0	$0	$0
MEAD JR DANA	TRUSTEE	2.00	Director	$0	$0	$0
NEWTON DIANA	TRUSTEE	2.00	Director	$0	$0	$0
PARKER C ALLEN	TRUSTEE	2.00	Director	$0	$0	$0
QUAZZO STEPHEN	TRUSTEE	2.00	Director	$0	$0	$0
ROBERTS JANICE	TRUSTEE	2.00	Director	$0	$0	$0
SIMONDS CARTER	TRUSTEE	2.00	Director	$0	$0	$0
TANG DANA	TRUSTEE	2.00	Director	$0	$0	$0
ULLYOT THEODORE	TRUSTEE	2.00	Director	$0	$0	$0
WEYMOUTH ELIZABETH	TRUSTEE	2.00	Director	$0	$0	$0
WHITTON CAROLINE	TRUSTEE	2.00	Director	$0	$0	$0
YAU FREDERICK	TRUSTEE	2.00	Director	$0	$0	$0
SHEEHY MATTHEW	CFO	60.00	Officer	$341,241	$82,757	$423,998
RAMSAY CHARLES	CHIEF ADVANCEMENT OFFICER	60.00	Key Emp	$411,182	$93,704	$504,886
BENSON BRYANT	DIR OF MEDICAL SERVICES	60.00	Highest	$213,352	$91,312	$304,664
SHELBURNE ERIKA	DIR OF INTL. ADVANCEMENT	60.00	Highest	$235,981	$42,451	$278,432
GALLI JEFFREY	DIRECTOR OF OPERATIONS	60.00	Highest	$197,390	$149,158	$346,548
CREAGH AMIE	ASSOC HOS FOR STUDENT	60.00	Highest	$212,165	$60,160	$272,325
DAVIS CHARLES	DEAN OF ADMISSION	60.00	Highest	$203,921	$53,448	$257,369

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	$151,733,422	$99,257,949	$1,561,759,917	$52,475,473
2024	No data	No data	No data	No data
2023	$75,146,409	$87,844,707	$1,216,276,384	$-12,698,298
2022	$230,509,497	$81,111,034	$1,171,961,159	$149,398,463
2021	$143,670,696	$83,505,095	$1,240,159,164	$60,165,601
2020	$87,019,997	$72,491,700	$1,009,854,595	$14,528,297
2019	$83,607,946	$70,781,535	$983,624,901	$12,826,411
2018	$85,823,692	$67,989,594	$970,793,838	$17,834,098

TRUSTEES OF DEERFIELD ACADEMY