ST MARGARET'S SCHOOL FOUNDATION

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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

1977

Legal Domicile

Principal Officer

ANN PECK

Phone

8046735700

Tax Period

2024-07-01 to 2025-06-30

ST MARGARET'S SCHOOL FOUNDATION, founded in 1977, is a small nonprofit in the Education sector that reported $376K in total revenue in fiscal year 2024. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $3.6M exceeded revenue, resulting in a 851% operating deficit.

Mission

THE MISSION OF THE FOUNDATION IS TO RAISE FUNDS IN SUPPORT OF ST. MARGARET'S SCHOOL, A CHURCH SCHOOL IN THE EPISCOPAL DIOCESE OF VIRGINIA. THE SCHOOL OFFERS HIGH SCHOOL GIRLS' COLLEGE PREPARATORY EDUCATION THROUGH A COMMUNITY OF TEACHERS AND STAFF COMMITTED TO THEIR GROWTH AND DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $3,525,280

THE FOUNDATION MAKES GRANTS TO ST. MARGARET'S SCHOOL TO ENABLE THE SCHOOL TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS AND SUPPORT ITS FACULTY. ST. MARGARET'S SCHOOL CURRENTLY ENROLLS 71 STUDENTS, WITH MORE THAN $3 MILLION IN FINANCIAL ASSISTANCE AWARDED TO THE SCHOOL. IN ADDITION, THE GRANTS TO THE SCHOOL ARE UTILIZED FOR VARIOUS BUILDING PROJECTS AS WELL AS TEACHERS' BENEFITS AND FACULTY SUPPORT.

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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 $270,998

Program Service Revenue $0

Investment Income $104,799

Other Revenue $0

TOTAL REVENUE $375,797

Expense Breakdown

Grants Paid $3,525,280

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,525,280

Other Expenses $48,075

TOTAL EXPENSES $3,573,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$375,797	$3,544,140	-0.9%
Expenses	$3,573,355	$2,182,026	+0.6%
Net Income	$-3,197,558	$1,362,114	-3.3%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN COURTLAND PECK	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
PATRICIA GALLAGHER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
BILL CROXTON	DIRECTOR	1.00	Director	$0	$0	$0
PETTUS LECOMPTE	DIRECTOR	1.00	Director	$0	$0	$0
BOYD SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
MARY BETH ZAEHRINGER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH HINTON CROWTHER	DIRECTOR	1.00	Director	$0	$0	$0
HENRY R BROADDUS	DIRECTOR	1.00	Director	$0	$0	$0
LADA LUCKS	FRACTIONAL CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$0	$0

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	$375,797	$3,573,355	$3,610,547	$-3,197,558
2024	$3,544,140	$2,182,026	$4,381,533	$1,362,114
2023	$841,419	$2,196,233	$3,021,392	$-1,354,814
2022	$2,051,685	$1,459,952	$4,897,473	$591,733
2021	$2,370,811	$2,353,820	$4,341,744	$16,991
2020	$2,658,615	$3,372,257	$4,331,538	$-713,642
2019	$1,938,280	$1,935,519	$5,222,610	$2,761
2018	$862,693	$1,825,230	$5,290,736	$-962,537