WALLINGFORD, CT
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CHOATE ROSEMARY HALL FOUNDATION INCORPORATED, founded in 1974, is a mid-sized nonprofit in the Education sector that reported $99.3M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Net assets of $831.6M represent 100 months of operating reserves.
TO PROVIDE A QUALITY SECONDARY INDEPENDENT SCHOOL EDUCATION TO APPROXIMATELY 850 STUDENTS PER YEAR.
THE SCHOOL EDUCATES (ACADEMICALLY, RESIDENTIALLY AND ATHLETICALLY) APPROXIMATELY 850 STUDENTS THROUGH THE EFFORTS OF DEDICATED FACULTY AND STAFF.
THE SCHOOL MAINTAINS ABOUT 1.4 MILLION SQUARE FEET OF RESIDENTIAL, ACADEMIC AND ATHLETIC SPACE FOR A COMMUNITY OF OVER 1,000 MEMBERS. THE MAJORITY OF THIS EXPENSE REFLECTS THE DEPRECIATION ON THE...
THE SCHOOL MAINTAINS ABOUT 1.4 MILLION SQUARE FEET OF RESIDENTIAL, ACADEMIC AND ATHLETIC SPACE FOR A COMMUNITY OF OVER 1,000 MEMBERS. THE MAJORITY OF THIS EXPENSE REFLECTS THE DEPRECIATION ON THE SCHOOL PROPERTY, PLANT AND EQUIPMENT, WHICH HAS A CURRENT ACCOUNTING VALUE OF $207.9 MILLION.
THE SCHOOL DISCOUNTS TUITION IN THE FORM OF FINANCIAL AID AT AN APPROXIMATE RATE OF 27.09% IN AN EFFORT TO RECRUIT AND RETAIN THE MOST TALENTED STUDENT BODY. THE SCHOOL RECOGNIZES THAT A DIVERSE...
THE SCHOOL DISCOUNTS TUITION IN THE FORM OF FINANCIAL AID AT AN APPROXIMATE RATE OF 27.09% IN AN EFFORT TO RECRUIT AND RETAIN THE MOST TALENTED STUDENT BODY. THE SCHOOL RECOGNIZES THAT A DIVERSE STUDENT BODY BETTERS THE OVERALL EXPERIENCE FOR ALL INVOLVED, AND THAT WHILE NOT EVERYONE CAN CONTRIBUTE FINANCIALLY IN TERMS OF TUITION, EVERYONE HAS SOMETHING TO OFFER THE CHOATE ROSEMARY HALL COMMUNITY.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $99,339,717 | $105,173,140 | -0.1% |
| Expenses | $105,213,000 | $99,937,721 | +0.1% |
| Net Income | $-5,873,283 | $5,235,419 | -2.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| ALEXANDER D CURTIS | HEAD OF SCHOOL | 60.00 |
Officer
Director
|
$851,161 | $226,839 | $1,078,000 |
| DANYA ALSAADY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| KENNETH G BARTELS | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| MARC E BROWN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| SETH J BRUFSKY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| YAHONNES S CLEARY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| ELIZABETH M FERREIRA | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| KATHERINE B FORREST | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| DAVID FRAZE | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| KIRSTEN M GARLINGHOUSE | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| GUNTHER S HAMM | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| ELIZABETH A HOGAN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| JUNGWOOK RYAN HONG | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| KELLY GREEN KAHN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| DANIEL G KELLY JR | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| PATIENCE P MCDOWELL | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| CHRISTIAN B MCGRATH | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| TAKASHI MURATA | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| GEORGE F PYNE IV | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| M ANNE SA'ADAH | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| JULIAN C SALISBURY | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| PATRICK T DURBIN | CHIEF FINANCIAL OFFICER | 60.00 |
Officer
|
$343,794 | $108,417 | $452,211 |
| JENNIFER ELLIOTT | HEAD OF STUDENT AND ACADEM | 60.00 |
Highest
|
$294,693 | $100,542 | $395,235 |
| ANNE BERGEN | CHIEF DEVELOPMENT OFFICER | 60.00 |
Highest
|
$339,573 | $77,557 | $417,130 |
| KATHRYN LEVESQUE | DEAN OF FACULTY | 60.00 |
Highest
|
$206,072 | $57,250 | $263,322 |
| HEATHER CORDES | DIRECTOR OF ANNUAL GIVING | 40.00 |
Highest
|
$227,959 | $42,307 | $270,266 |
| JEFFREY BEATON | CHIEF ENROLLMENT OFFICER | 60.00 |
Highest
|
$188,303 | $69,621 | $257,924 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $99,339,717 | $105,213,000 | $925,940,039 | $-5,873,283 |
| 2024 | $105,173,140 | $99,937,721 | $862,290,013 | $5,235,419 |
| 2023 | $87,900,086 | $92,263,460 | $800,631,810 | $-4,363,374 |
| 2022 | $101,520,854 | $86,645,059 | $781,507,671 | $14,875,795 |
| 2021 | $80,573,016 | $83,758,753 | $824,930,363 | $-3,185,737 |
| 2020 | $104,110,165 | $88,642,747 | $701,223,256 | $15,467,418 |
| 2019 | $111,113,933 | $89,593,467 | $680,358,847 | $21,520,466 |
| 2018 | $101,922,055 | $88,616,325 | $650,821,486 | $13,305,730 |
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