THE PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA (EIN 540506326) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1839

Legal Domicile

Principal Officer

CHARLES M STILLWELL

Phone

7039334092

Tax Period

2024-07-01 to 2025-06-30

THE PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA, founded in 1839, is a mid-sized nonprofit in the Education sector that reported $41.8M in total revenue in fiscal year 2017. Net assets of $396.0M represent 114 months of operating reserves.

Mission

THE INSTITUTION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATION TO HIGH SCHOOL STUDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,139,290

Program Service Revenue $33,858,495

Investment Income $11,435,858

Other Revenue $811,979

TOTAL REVENUE $66,245,622

Expense Breakdown

Grants Paid $8,811,014

Salaries & Benefits $24,333,843

Fundraising Expenses $5,873,292

Program Expenses $43,647,044

Other Expenses $27,195,562

TOTAL EXPENSES $60,340,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,245,622	$53,331,556	+0.2%
Expenses	$60,340,419	$57,101,214	+0.1%
Net Income	$5,905,203	$-3,769,658	-2.6%

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

323

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

$1,122,004

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH KNUTSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVEN LILLY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
LYNN ALEXANDER	TRUSTEE	1.00	Director	$0	$0	$0
ZACK BACON	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN S BEANE	TRUSTEE	1.00	Director	$0	$0	$0
CEDRIC M BRIGHT	TRUSTEE	1.00	Director	$0	$0	$0
GRETCHEN C BYRD	TRUSTEE	1.00	Director	$0	$0	$0
MAX C CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
DANNY CHEN	TRUSTEE	1.00	Director	$0	$0	$0
JEFF CLARKE	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA CORNELSON	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH W DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG DIXON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID DOUGHERTY	TRUSTEE	1.00	Director	$0	$0	$0
NED DURDEN	TRUSTEE	1.00	Director	$0	$0	$0
BILL FARISH	TRUSTEE	1.00	Director	$0	$0	$0
DR LENORA GANT	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA HARTY	TRUSTEE	1.00	Director	$0	$0	$0
ALEX Y LIU	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN MARSHALL	TRUSTEE	1.00	Director	$0	$0	$0
MARGUERITE STONER	TRUSTEE	1.00	Director	$0	$0	$0
HELEN GRASSI VEST	TRUSTEE	1.00	Director	$0	$0	$0
WRAY WHITTICOM	TRUSTEE	1.00	Director	$0	$0	$0
JOHN R WICKHAM	TRUSTEE	1.00	Director	$0	$0	$0
CHARLEY STILLWELL	PRESIDENT & HEAD OF SCHOOL	40.00	Officer	$628,822	$255,265	$884,087
GEOFFREY BENNETT	SECRETARY/TREASURER/CFO	40.00	Officer	$170,698	$67,219	$237,917
MARY HUMPHRIES	MEDICAL DIRECTOR	40.00	Highest	$275,602	$106,601	$382,203
CHRISTINA HOLT	ASST. HEAD FOR ADVANCEMENT	40.00	Highest	$232,307	$151,796	$384,103
JOHN O'NEIL	DIRECTOR OF AUXILIARY PROGRAMS	40.00	Highest	$211,220	$19,416	$230,636
PHIL SPEARS	ASST. HEAD FOR STUDENT LIFE	40.00	Highest	$196,539	$150,757	$347,296
STEFANIE SMITH	GENERAL COUNSEL	40.00	Highest	$172,771	$155,648	$328,419
WILLIAM DE BUTTS III	FORMER SEC./TREAS/CFO	40.00		$186,566	$73,336	$259,902

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	$66,245,622	$60,340,419	$656,094,066	$5,905,203
2024	$53,331,556	$57,101,214	$617,480,983	$-3,769,658
2023	$49,333,189	$54,655,319	$583,924,812	$-5,322,130
2022	$50,446,034	$52,013,880	$584,467,906	$-1,567,846
2021	$67,951,795	$48,136,631	$560,084,637	$19,815,164
2020	$47,739,741	$46,242,286	$468,773,668	$1,497,455
2019	$72,895,662	$47,877,080	$481,980,699	$25,018,582
2018	$41,847,367	$45,314,298	$435,310,485	$-3,466,931

THE PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA