ST GEORGE'S SCHOOL (EIN 050259009) - 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

1896

Legal Domicile

Principal Officer

MICHAEL WIRTZ

Phone

4018476785

Tax Period

2023-07-01 to 2024-06-30

ST GEORGE'S SCHOOL, founded in 1896, is a mid-sized nonprofit in the Education sector that reported $63.3M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.3M, a strong 31% operating margin.

Mission

ST. GEORGE'S SCHOOL GIVES ITS STUDENTS THE OPPORTUNITY OF DEVELOPING TO THE FULLEST EXTENT POSSIBLE THE PARTICULAR GIFTS THAT ARE THEIRS AND TO ENCOURAGE IN THEM THE DESIRE TO DO SO. THEIR IMMEDIATE JOB AFTER LEAVING SCHOOL IS TO HANDLE SUCCESSFULLY THE DEMANDS OF COLLEGE; LATER IT IS HOPED THAT THEIR LIVES WILL BE ONES OF CONSTRUCTIVE SERVICE TO THE WORLD AND TO GOD.

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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 $8,920,562

Program Service Revenue $27,109,561

Investment Income $26,311,093

Other Revenue $994,792

TOTAL REVENUE $63,336,008

Expense Breakdown

Grants Paid $6,116,486

Salaries & Benefits $17,334,500

Fundraising Expenses $1,995,707

Program Expenses $35,096,053

Other Expenses $20,566,368

TOTAL EXPENSES $44,017,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,336,008	$49,942,426	+0.3%
Expenses	$44,017,354	$41,179,862	+0.1%
Net Income	$19,318,654	$8,762,564	+1.2%

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

235

Volunteers

150

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

$282,096

Total Directors

Key Employees

$673,287

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA L SCHMALTZ	CHAIR	2.00	Officer Director	$0	$0	$0
TAD VAN NORDEN JR	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK D TABER	TREASURER	2.00	Officer Director	$0	$0	$0
KIRTLEY CAMERON	ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
TED ARCHER	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
RODOLPHUS BETHEA JR	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
REBECCA BLISS	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
PETER C COOK	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
ELEANOR DEJOUX	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM C DORSEY	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
LOUIS D DUFF III	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
JAMES T DYKE JR	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
DAVID HALWIG	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
W KEYES HILL-EDGAR	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
COLLEEN BURNS JERMAIN	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
HUGH M JONES JR	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN JEROME KETCHUM	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
TODD MARTIN	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
ANTHONY R MAYER	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
KATIE MICHEL	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
CHRIS O'CONNOR	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
SANDO BAYSAH OJUKWU	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
JASON OKONOFUA	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
ISABELLA RIDALL	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
STANLEY SUN	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
HANNAH SWETT	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
MEADE B THAYER	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
PATRICK WOOD PRINCE	INDIVIDUAL TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL WIRTZ	HEAD OF SCHOOL AS OF 7/1/23	50.00	Officer	$242,079	$34,938	$277,017
PETER MCANDREWS	INTERIM CFO AS OF 12/18/23	50.00	Officer	$5,079	$0	$5,079
JEDD WHITLOCK	DIRECTOR OF ADVANCEMENT	50.00	Key Emp	$262,902	$136,136	$399,038
GEORGE STAPLES	DIRECTOR OF OPERATIONS	50.00	Key Emp	$189,403	$84,846	$274,249
RYAN MULHERN	DIRECTOR OF ADMISSIONS	50.00	Highest	$163,840	$125,725	$289,565
KELLY RICHARDS	DIRECTOR OF COLLEGE COUNSEL	50.00	Highest	$146,744	$129,273	$276,017
ELIZABETH BICKFORD	ASSOCIATE HEAD OF SCHOOL	50.00	Highest	$201,139	$64,855	$265,994
MERVAN OSBORNE	ASSOCIATE HEAD OF SCHOOL	50.00	Highest	$191,411	$60,167	$251,578
ALEXANDER JONES	DEAN OF STUDENTS	50.00	Highest	$116,045	$56,496	$172,541
ALEXANDRA H CALLEN	HEAD OF SCHOOL THRU 6/30/23	50.00		$238,269	$81,822	$320,091
ELIZABETH MCGRATH	DIR OF FIN/ASST TREAS THRU 12/31/23	50.00		$259,993	$34,046	$294,039

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	$63,336,008	$44,017,354	$389,692,023	$19,318,654
2023	$49,942,426	$41,179,862	$344,115,052	$8,762,564
2022	$70,826,493	$39,650,066	$310,697,813	$31,176,427
2021	$43,582,609	$35,732,687	$313,371,330	$7,849,922
2020	$40,982,141	$33,837,687	$273,594,533	$7,144,454
2019	$40,577,131	$34,249,652	$262,808,328	$6,327,479
2018	$39,933,525	$35,090,537	$244,631,262	$4,842,988

ST GEORGE'S SCHOOL