ST RICHARD'S EPISCOPAL SCHOOL

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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

1960

Legal Domicile

Principal Officer

LESLIE HOSEY

Phone

3179260425

Tax Period

2024-07-01 to 2025-06-30

ST RICHARD'S EPISCOPAL SCHOOL, founded in 1960, is a mid-sized nonprofit that reported $11.0M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $9.5M left a modest 14% surplus.

Mission

WE FOSTER KNOWLEDGE AND VALUES FOR A LIFETIME THROUGH THE IMPLEMENTATION OF OUR FIVE PILLARS FOR SUCCESS: FAITH, CLASSIC CURRICULUM, LEADERSHIP, CIVIC RESPONSIBILITY, AND GLOBAL READINESS.

Program Service Accomplishments

Program 1

Expenses: $6,932,936 Revenue: $7,636,267

WE STRIVE TO EDUCATE CHILDREN IN GRADES PRE-K THROUGH 8 WITH A CURRICULUM THAT IMPLEMENTS THE SCHOOL'S FIVE PILLARS FOR SUCCESS. WE VALUE THE INCLUSION OF ETHNIC, RACIAL, AND SOCIOECONOMIC DIVERSITY...

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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 $2,700,504

Program Service Revenue $7,617,975

Investment Income $325,510

Other Revenue $377,966

TOTAL REVENUE $11,021,955

Expense Breakdown

Grants Paid $859,035

Salaries & Benefits $5,655,884

Fundraising Expenses $241,776

Program Expenses $6,932,936

Other Expenses $2,943,909

TOTAL EXPENSES $9,458,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,021,955	$9,076,853	+0.2%
Expenses	$9,458,828	$8,866,158	+0.1%
Net Income	$1,563,127	$210,695	+6.4%

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

152

Volunteers

100

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

$383,968

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK COLBY	PRESIDENT	4.00	Officer Director	$0	$0	$0
JEFF WAWOK	TREASURER	4.00	Officer Director	$0	$0	$0
RODERICK S BROWN	SECRETARY	4.00	Officer Director	$0	$0	$0
ANDY ANDERSON	BOARD TRUSTEE	4.00	Director	$0	$0	$0
JENNIFER BASKERVILLE-BURROWS	BOARD TRUSTEE	4.00	Director	$0	$0	$0
ELIZABETH BEARBY	BOARD TRUSTEE	4.00	Director	$0	$0	$0
NNEKA T BREAUX	BOARD TRUSTEE	4.00	Director	$0	$0	$0
CINDY CHO	BOARD TRUSTEE	4.00	Director	$0	$0	$0
KAREN HALEY	BOARD TRUSTEE	4.00	Director	$0	$0	$0
ROSS HENDRICKSON	BOARD TRUSTEE	4.00	Director	$0	$0	$0
LEON JACKSON	BOARD TRUSTEE	4.00	Director	$0	$0	$0
ROB MACPHERSON	BOARD TRUSTEE	4.00	Director	$0	$0	$0
SARA MAMUSKA-MORRIS	BOARD TRUSTEE	4.00	Director	$0	$0	$0
CORKY PLEWS	BOARD TRUSTEE	4.00	Director	$0	$0	$0
C DAVIES REED	BOARD TRUSTEE	4.00	Director	$0	$0	$0
ERIC ROGERS	BOARD TRUSTEE	4.00	Director	$0	$0	$0
LATONYA TURNER	BOARD TRUSTEE	4.00	Director	$0	$0	$0
NIKKI ROGERS	BOARD TRUSTEE	4.00	Director	$0	$0	$0
JOSEPH TUCKER EDMONDS	BOARD TRUSTEE	4.00	Director	$0	$0	$0
DR LESLIE HOSEY	HEAD OF SCHOOL	38.00	Officer	$251,997	$24,905	$276,902
KEITH JEWELL	CFO	40.00	Officer	$102,528	$4,538	$107,066
JAY SHERRILL	PHYSICAL EDUCATION/CO-AD	40.00	Highest	$100,307	$10,609	$110,916
SHERRI MCNEELY	HEAD OF EARLY CHILDHOOD AND LOWER DIVISION	40.00	Highest	$101,281	$5,064	$106,345
JOHN BRADY	HEAD OF MIDDLE DIVISION	40.00	Highest	$102,214	$5,111	$107,325

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	$11,021,955	$9,458,828	$9,283,709	$1,563,127
2024	$9,076,853	$8,866,158	$7,842,690	$210,695
2023	$8,029,904	$7,838,807	$7,508,600	$191,097
2022	$8,456,043	$7,616,564	$7,446,080	$839,479
2021	$8,220,248	$7,108,260	$7,903,240	$1,111,988
2020	$7,780,377	$7,633,974	$7,296,203	$146,403
2018	$7,872,389	$7,784,242	$5,311,100	$88,147