THE HOTCHKISS SCHOOL (EIN 060647018) - 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

1891

Legal Domicile

Principal Officer

MARIA L KIMSEY

Phone

8604352519

Tax Period

2024-07-01 to 2025-06-30

THE HOTCHKISS SCHOOL, founded in 1891, is a major nonprofit in the Education sector that reported $126.4M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $30.3M, a strong 24% operating margin.

Mission

THE HOTCHKISS SCHOOL SEEKS TO INSPIRE A DIVERSE RANGE OF STUDENTS (SEE CONTINUATION ON SCHEDULE O) WHO ARE COMMITTED TO THE BETTERMENT OF SELF AND SOCIETY, AND TO CULTIVATE IN THEM AT THE HIGHEST STANDARDS OF EXCELLENCE (IMAGINATION AND INTELLECT, OPENNESS AND PERSONAL INTEGRITY, EMPATHY AND RESPONSIBLE CITIZENSHIP) THAT THEY MAY DISCOVER AND FULFILL THEIR POTENTIAL AS INDIVIDUALS FULLY ENGAGED IN OUR WORLD.

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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 $40,067,588

Program Service Revenue $44,493,406

Investment Income $40,607,002

Other Revenue $1,215,225

TOTAL REVENUE $126,383,221

Expense Breakdown

Grants Paid $14,101,739

Salaries & Benefits $42,131,592

Fundraising Expenses $7,218,506

Program Expenses $64,494,902

Other Expenses $39,729,284

TOTAL EXPENSES $96,065,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,383,221	$112,915,926	+0.1%
Expenses	$96,065,613	$95,553,594	+0.0%
Net Income	$30,317,608	$17,362,332	+0.7%

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

519

Volunteers

1023

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

$1,723,316

Total Directors

$1,247,135

Key Employees

$1,366,033

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG W BRADLEY	HEAD OF SCHOOL	40.00	Officer Director	$1,043,266	$203,869	$1,247,135
CHARLES AYRES JR	TRUSTEE	3.00	Director	$0	$0	$0
JOSEPH BARATTA	TRUSTEE	3.00	Director	$0	$0	$0
RAFAEL CARBONELL	TRUSTEE (FROM 7/1/24)	3.00	Director	$0	$0	$0
MARGARITA O'BYRNE CURTIS	TRUSTEE (FROM 7/1/24)	3.00	Director	$0	$0	$0
ANNE MATLOCK DINNEEN	TRUSTEE	3.00	Director	$0	$0	$0
PATRICIA B FARMAN-FARMAIAN	TRUSTEE	3.00	Director	$0	$0	$0
ELIZABETH J FORD	TRUSTEE	3.00	Director	$0	$0	$0
JOHN R GRUBE	TRUSTEE	3.00	Director	$0	$0	$0
ALEXANDER HURST	TRUSTEE	3.00	Director	$0	$0	$0
IGNACIO JAYANTI	TRUSTEE	3.00	Director	$0	$0	$0
MARTIN KELLY	TRUSTEE (FROM 7/1/24)	3.00	Director	$0	$0	$0
JOHN KHOURY	TRUSTEE	3.00	Director	$0	$0	$0
JULIA TINGLEY KIVITZ	TRUSTEE (FROM 7/1/24)	3.00	Director	$0	$0	$0
ANNIKA LESCOTT-MARTINEZ	TRUSTEE	3.00	Director	$0	$0	$0
BERNICE LEUNG LIN	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL MARS	TRUSTEE	3.00	Director	$0	$0	$0
CRISTINA MARIANI-MAY	TRUSTEE	3.00	Director	$0	$0	$0
NAVEEN NATARAJ	TRUSTEE (FROM 7/1/24)	3.00	Director	$0	$0	$0
AARON OBERMAN	TRUSTEE	3.00	Director	$0	$0	$0
CARLOS A PEREZ	TRUSTEE	3.00	Director	$0	$0	$0
CHRISTOPHER R REDLICH JR	TRUSTEE	3.00	Director	$0	$0	$0
THOMAS SEIDENSTEIN	TRUSTEE	3.00	Director	$0	$0	$0
ROGER K SMITH	TRUSTEE (FROM 7/1/24)	3.00	Director	$0	$0	$0
TIMOTHY P SULLIVAN	TRUSTEE	3.00	Director	$0	$0	$0
RHONDA R TROTTER	TRUSTEE	3.00	Director	$0	$0	$0
RICHARD WEIL	TRUSTEE	3.00	Director	$0	$0	$0
ROBERT R GOULD	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
ELIZABETH GARDNER HINES	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
ROBERT CHARTENER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
RAYMOND MCGUIRE	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVID WYSHNER	TREASURER	3.00	Officer Director	$0	$0	$0
U GWYN WILLIAMS	SECRETARY	3.00	Officer Director	$0	$0	$0
SANDRA J LYNCH	CFO (UNTIL 5/30/25)	40.00	Officer	$412,233	$63,948	$476,181
NINETTE ENRIQUE	CHIEF ADVANCEMENT OFFICER	40.00	Key Emp	$394,783	$98,683	$493,466
ERBY L MITCHELL ASST HOS	& DEAN OF ADMISSON & FINANCIAL AID	40.00	Key Emp	$317,820	$148,439	$466,259
AMBER DOUGLAS	ASSOCIATE HEAD OF SCHOOL	40.00	Key Emp	$293,045	$113,263	$406,308
RICHARD HAZELTON	DEAN OF SUMMER PROGRAMS	40.00	Highest	$195,768	$118,767	$314,535
ZACHARY MCCLAIN	MEDICAL DIRECTOR	40.00	Highest	$244,669	$42,293	$286,962
HOPE COBERA	CHIEF COMMUNICATIONS OFFICER	40.00	Highest	$241,383	$43,938	$285,321
GRETCHEN DWYER EXECUTIVE	DIRECTOR OF LEADERSHIP GIVING	40.00	Highest	$225,865	$31,566	$257,431
JOHN BRYANT	DIRECTOR OF FACILITIES	40.00	Highest	$201,454	$55,016	$256,470

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	$126,383,221	$96,065,613	$924,421,253	$30,317,608
2024	No data	No data	No data	No data
2023	$88,807,260	$83,717,636	$784,204,110	$5,089,624
2022	$100,594,062	$81,691,153	$760,322,564	$18,902,909
2021	$135,336,667	$80,000,861	$832,226,197	$55,335,806
2020	$80,531,701	$74,683,275	$694,073,928	$5,848,426
2019	$83,433,836	$80,454,115	$674,568,297	$2,979,721
2018	$90,231,487	$73,577,217	$668,865,917	$16,654,270

THE HOTCHKISS SCHOOL