SWEET BRIAR INSTITUTE (EIN 540534105) - 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

1901

Legal Domicile

Phone

4343816325

Tax Period

2024-07-01 to 2025-06-30

Sweet Briar Institute, founded in 1901, is a mid-sized nonprofit in the Education sector that reported $35.3M in total revenue in fiscal year 2017. Revenue decreased 17% compared to the prior year. Net assets of $127.6M represent 43 months of operating reserves.

Mission

Sweet Briar College challenges and inspires women to become ethical leaders with the skills, compassion, and vision to create a more just and sustainable world. Through its undergraduate and graduate programs, the College fosters an inclusive and vibrant academic community that promotes ethical and innovative thinking, personal and professional development, and the ability to address real-world problems with strong analytical and communication skills.

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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 $17,905,618

Program Service Revenue $18,234,151

Investment Income $5,602,046

Other Revenue $1,357,197

TOTAL REVENUE $43,099,012

Expense Breakdown

Grants Paid $7,186,354

Salaries & Benefits $16,526,894

Fundraising Expenses $3,246,683

Program Expenses $30,573,584

Other Expenses $18,361,458

TOTAL EXPENSES $42,074,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,099,012	$43,551,790	0.0%
Expenses	$42,074,706	$42,249,691	0.0%
Net Income	$1,024,306	$1,302,099	-0.2%

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

574

Volunteers

1000

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

$634,570

Total Directors

$382,841

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY POPE HUTSON	PRESIDENT	40.0	Officer Director	$352,625	$30,216	$382,841
ANDREW MCALLISTER	DIRECTOR	4.0	Director	$0	$0	$0
CLAUDE WASSERSTEIN	DIRECTOR	4.0	Director	$0	$0	$0
ELIZABETH AYCOCK	DIRECTOR	4.0	Director	$0	$0	$0
ELIZABETH CASALINI	DIRECTOR	4.0	Director	$0	$0	$0
FRED GRIFFIN	DIRECTOR	4.0	Director	$0	$0	$0
J CHAPMAN PETERSON	DIRECTOR	4.0	Director	$0	$0	$0
J ERIC GREENWOOD	DIRECTOR	4.0	Director	$0	$0	$0
JANE DURE	DIRECTOR	4.0	Director	$0	$0	$0
KATHERINE WILLIAMS	DIRECTOR	4.0	Director	$0	$0	$0
KEENAN KELSEY	DIRECTOR	4.0	Director	$0	$0	$0
LAURA EVANS	DIRECTOR	4.0	Director	$0	$0	$0
LENDON GRAY	DIRECTOR	4.0	Director	$0	$0	$0
MARTHA HOLLAND	DIRECTOR	4.0	Director	$0	$0	$0
MASON RUMMEL	DIRECTOR	4.0	Director	$0	$0	$0
MICHELA ENGLISH	DIRECTOR	4.0	Director	$0	$0	$0
MICHELLE O'NEILL	DIRECTOR	4.0	Director	$0	$0	$0
NANCY CORKERY	DIRECTOR	4.0	Director	$0	$0	$0
PHILLIP STONE	DIRECTOR	4.0	Director	$0	$0	$0
ROBERT GOODLATTE	DIRECTOR	4.0	Director	$0	$0	$0
SALLY FREEMAN	DIRECTOR	4.0	Director	$0	$0	$0
TORI MCCLURE	DIRECTOR	4.0	Director	$0	$0	$0
VERDA COLVIN	DIRECTOR	4.0	Director	$0	$0	$0
PETER BRYAN	VP FINANCE, OPERATIONS & AUX	40.0	Officer	$224,051	$27,678	$251,729
JASON VITTONE	ATHELTIC DIRECTOR	40.0	Highest	$112,962	$22,364	$135,326
JENNIFER SAUER	AVP OF FINANCE	40.0	Highest	$107,233	$12,112	$119,345
JOHN BROWN	ENGLISH & CREATIVE WRITING PROFESSOR	40.0	Highest	$104,580	$37,738	$142,318
JONATHAN BENDER	DIRECTOR OF ENGINEERING & PROFESSOR	40.0	Highest	$122,804	$7,335	$130,139
KATHY BRADLEY	DIRECTOR OF HR	40.0	Highest	$126,907	$7,239	$134,146
DR MEREDITH WOO	FORMER PRESIDENT	0.0		$200,000	$0	$200,000
LUTHER GRIFFITH	FORMER VP FINANCE, OPERATIONS & AUX	0.0		$127,191	$288	$127,479

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	$43,099,012	$42,074,706	$156,182,102	$1,024,306
2024	$43,551,790	$42,249,691	$151,152,959	$1,302,099
2023	$43,931,164	$40,441,076	$146,650,608	$3,490,088
2022	$41,810,782	$36,941,630	$140,120,255	$4,869,152
2021	$33,062,878	$32,765,690	$151,661,392	$297,188
2020	$36,844,582	$32,267,097	$138,606,223	$4,577,485
2019	$25,788,478	$31,916,956	$136,197,546	$-6,128,478
2018	$35,316,478	$36,747,275	$143,626,768	$-1,430,797

SWEET BRIAR INSTITUTE