JAMES BARRY-ROBINSON HOME FOR BOYS TRUST

EIN: 540594700 501(c)(3) Education

NORFOLK, VA

Total Revenue
$9,621,973
Total Expenses
$4,960,512
Total Assets
$73,456,262
Net Assets
$69,546,899
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1924
Legal Domicile
VA
Principal Officer
CHARLES V MCPHILLIPS
Phone
7574088896
Tax Period
2024-07-01 to 2025-06-30

JAMES BARRY-ROBINSON HOME FOR BOYS TRUST, founded in 1924, is a community nonprofit in the Education sector that reported $9.6M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $4.7M, a strong 48% operating margin.

Mission

THE TRUST IS A TYPE II SUPPORTING ORGANIZATION.

Program Service Accomplishments

Program 1
Revenue: $1,530,000

THE BARRY-ROBINSON CENTER OPERATES A RESIDENTIAL TREATMENT FACILITY FOR CHILDREN WHO ARE EXPERIENCING EMOTIONAL, BEHAVIORAL, EDUCATIONAL, OR SOCIAL PROBLEMS. THE CENTER ALSO PROVIDES SUBSTANCE ABUSE...

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THE BARRY-ROBINSON CENTER OPERATES A RESIDENTIAL TREATMENT FACILITY FOR CHILDREN WHO ARE EXPERIENCING EMOTIONAL, BEHAVIORAL, EDUCATIONAL, OR SOCIAL PROBLEMS. THE CENTER ALSO PROVIDES SUBSTANCE ABUSE TREATMENT SERVICES TO ADOLESCENTS AS WELL AS FOSTER CARE SERVICES AND FOSTER PARENT TRAINING.

Program 2
Expenses: $4,319,420 Revenue: $1,400,000

BARRY-ROBINSON SCHOOL OF NORFOLK, CONTROLLED BY THE TRUST & EXEMPT UNDER IRC SEC 501, WAS INCORPORATED TO CONSTRUCT AND OPERATE AN INDEPENDENT ROMAN CATHOLIC ELEMENTARY SCHOOL AND INCIDENTALLY...

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BARRY-ROBINSON SCHOOL OF NORFOLK, CONTROLLED BY THE TRUST & EXEMPT UNDER IRC SEC 501, WAS INCORPORATED TO CONSTRUCT AND OPERATE AN INDEPENDENT ROMAN CATHOLIC ELEMENTARY SCHOOL AND INCIDENTALLY PROVIDE TUITION AND CAPITAL ASSISTANCE TO THE OTHER CATHOLIC ELEMENTARY SCHOOLS IN NORFOLK, VA AND THE CATHOLIC HIGH SCHOOL SERVING THE AREA.

Program 3
Expenses: $402,496

NEXT STEP TO SUCCESS WAS INCORPORATED TO HELP YOUTH IN NORFOLK BUILD THE INDEPENDENT, RESILIENT CHARACTER THEY WILL NEED TO EARN SUCCESS AND ENJOY HAPPY, FULFILLING LIVES AS ADULTS. IT OFFERS AN...

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NEXT STEP TO SUCCESS WAS INCORPORATED TO HELP YOUTH IN NORFOLK BUILD THE INDEPENDENT, RESILIENT CHARACTER THEY WILL NEED TO EARN SUCCESS AND ENJOY HAPPY, FULFILLING LIVES AS ADULTS. IT OFFERS AN AFTER SCHOOL AND SUMMER CAMP PROGRAM FOR YOUTH.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,930,000
Investment Income $6,564,805
Other Revenue $127,168
TOTAL REVENUE $9,621,973

Expense Breakdown

Grants Paid $3,680,787
Salaries & Benefits $70,000
Fundraising Expenses $0
Program Expenses $4,721,916
Other Expenses $1,209,725
TOTAL EXPENSES $4,960,512

Year-over-Year Comparison

2024 2023 Change
Revenue $9,621,973 $10,731,346 -0.1%
Expenses $4,960,512 $5,047,015 0.0%
Net Income $4,661,461 $5,684,331 -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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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

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
3
$45,000
Total Directors
6
$75,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL K KERNER FORMER TRUSTEE 0.50
Director
$12,500 $0 $12,500
DONALD F PRICE TREASURER 5.00
Officer Director
$15,000 $0 $15,000
WILLIAM A PRINCE TRUSTEE 1.50
Director
$15,000 $0 $15,000
CHARLES V MCPHILLIPS CHAIRMAN 5.00
Officer Director
$15,000 $0 $15,000
KEVIN M SWEENEY SECRETARY 0.50
Officer Director
$15,000 $0 $15,000
DRCINDY KELLY TRUSTEE 0.50
Director
$2,500 $0 $2,500
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 $9,621,973 $4,960,512 $73,456,262 $4,661,461
2024 $10,731,346 $5,047,015 $71,059,080 $5,684,331
2023 $12,601,780 $3,711,538 $63,684,957 $8,890,242
2022 $5,457,978 $3,793,138 $52,424,237 $1,664,840
2021 $5,959,968 $4,112,398 $56,733,874 $1,847,570
2020 $5,553,084 $3,779,413 $49,691,285 $1,773,671
2019 $4,770,311 $3,768,517 $49,660,546 $1,001,794
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