SAINT JAMES 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

1842

Legal Domicile

Principal Officer

WILLIAM J WIVELL

Phone

3017339330

Tax Period

2022-07-01 to 2023-06-30

SAINT JAMES SCHOOL, founded in 1842, is a mid-sized nonprofit in the Education sector that reported $22.9M in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $7.1M, a strong 31% operating margin.

Mission

TO PREPARE YOUNG MEN AND WOMEN FOR ACADEMIC SUCCESS IN COLLEGE, AND TO CHALLENGE AND INSPIRE THEM TO BE LEADERS FOR GOOD IN THE WORLD. WE SEEK TO DO THIS WITHIN A SMALL AND FAMILIAL RESIDENTIAL COMMUNITY WHICH VALUES THE MORAL AND SPIRITUAL DEVELOPMENT OF OUR STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $4,951,379 Revenue: $12,378,227

INSTRUCTION AND STUDENT ACTIVITIES

Program 2

Expenses: $3,234,089 Revenue: $116,301

FACILITIES MAINTENANCE

Program 3

Expenses: $4,943,787

FINANCIAL AID

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,609,166

Program Service Revenue $12,316,410

Investment Income $2,643,345

Other Revenue $290,943

TOTAL REVENUE $22,859,864

Expense Breakdown

Grants Paid $4,943,787

Salaries & Benefits $5,040,419

Fundraising Expenses $631,555

Program Expenses $13,129,255

Other Expenses $5,731,840

TOTAL EXPENSES $15,716,046

Year-over-Year Comparison

	2022	2021	Change
Revenue	$22,859,864	$20,561,499	+0.1%
Expenses	$15,716,046	$15,018,208	+0.0%
Net Income	$7,143,818	$5,543,291	+0.3%

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

123

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

$399,255

Total Directors

$242,940

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THE REV D STUART DUNNAN	HEADMASTER	40.00	Officer Director	$192,355	$50,585	$242,940
STUART E TEACH	BOARD MEMBER	0.50	Director	$0	$0	$0
BARBARA F DOLSON	BOARD MEMBER	0.50	Director	$0	$0	$0
OSAMA I FAROOQI	BOARD MEMBER	0.50	Director	$0	$0	$0
ANN C DAVIS	SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID HEIN	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN B HOKE	BOARD MEMBER	0.50	Director	$0	$0	$0
MAULIK W JOSHI	BOARD MEMBER	0.50	Director	$0	$0	$0
GEOFFREY P POHANKA	PRESIDENT	0.50	Officer Director	$0	$0	$0
L LUDINGDON SELLS	BOARD MEMBER	0.50	Director	$0	$0	$0
ELIZABETH DAY	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL E RUSS JR	BOARD MEMBER	0.50	Director	$0	$0	$0
MARK A FULTON	BOARD MEMBER	0.50	Director	$0	$0	$0
EUGENE T SUTTON	BOARD MEMBER	0.50	Director	$0	$0	$0
ADAM G SHAMPAINE	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN K BEARDSLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
GERARDO FERNANDEZ MENA	BOARD MEMBER	0.50	Director	$0	$0	$0
TOD SALISBURY	VICE CHAIRMAN	0.50	Officer Director	$0	$0	$0
DONA D YOUNG	TREASURER	0.50	Officer Director	$0	$0	$0
EDWARD HO	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIA KAROS	BOARD MEMBER	0.50	Director	$0	$0	$0
JOSEPH S PAJER	BOARD MEMBER	0.50	Director	$0	$0	$0
SABINA SPICHER	BOARD MEMBER	0.50	Director	$0	$0	$0
WILLIAM WIVELL	BUSINESS MANAGER	40.00	Officer	$141,589	$14,726	$156,315

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	No data	No data	No data	No data
2023	$22,859,864	$15,716,046	$85,092,924	$7,143,818
2022	$20,561,499	$15,018,208	$77,226,869	$5,543,291
2021	$13,977,479	$13,106,765	$76,663,098	$870,714
2020	$14,714,350	$13,504,775	$65,031,180	$1,209,575
2019	$15,145,705	$13,756,060	$64,273,914	$1,389,645
2018	$17,624,641	$13,350,577	$62,134,406	$4,274,064