GRAFTON SCHOOL INCORPORATED

EIN: 540682401 501(c)(3) Education

WINCHESTER, VA

Total Revenue
$78,983,443
Total Expenses
$76,444,697
Total Assets
$68,312,692
Net Assets
$54,071,178
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Organization Details

Formation Year
1960
Legal Domicile
VA
Principal Officer
ANGELA L BROWN
Phone
5405420200
Tax Period
2024-07-01 to 2025-06-30

GRAFTON SCHOOL INCORPORATED, founded in 1960, is a mid-sized nonprofit in the Education sector that reported $79.0M in total revenue in fiscal year 2024. Expenses of $76.4M left a modest 3% surplus.

Mission

GRAFTON CREATES SOLUTION-FOCUSED OPPORTUNITIES FOR INDIVIDUALS CHALLENGED BY COMPLEX DISABILITIES.

Program Service Accomplishments

Program 1
Expenses: $66,942,506 Revenue: $76,961,649

1) GRAFTON SCHOOL, INCORPORATED IS AN EDUCATION-FOCUSED MULTIFACETED NONPROFIT ENTITY SPECIALIZING IN SERVING INDIVIDUALS WITH COMPLEX NEEDS IN THE CATEGORIES OF DEVELOPMENTAL, INTELLECTUAL, AND...

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1) GRAFTON SCHOOL, INCORPORATED IS AN EDUCATION-FOCUSED MULTIFACETED NONPROFIT ENTITY SPECIALIZING IN SERVING INDIVIDUALS WITH COMPLEX NEEDS IN THE CATEGORIES OF DEVELOPMENTAL, INTELLECTUAL, AND MENTAL HEALTH/PSYCHIATRIC DIAGNOSES. IT UTILIZES SETTINGS SUCH AS ITS HIGHLY SPECIALIZED PRIVATE DAY SCHOOLS, MULTIPLE TYPES OF RESIDENTIAL SETTINGS INCLUDING THERAPEUTIC COMMUNITY HOMES AND PSYCHIATRIC RESIDENTIAL TREATMENT FACILITIES, AND A HIGHLY SPECIALIZED ARRAY OF PROFESSIONAL THERAPEUTIC SERVICES TO ADDRESS AND MEET THE NEEDS OF THOSE IT SERVES. THESE PROFESSIONAL SERVICES INCLUDE SPECIAL EDUCATION, OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE THERAPY, APPLIED BEHAVIOR ANALYSIS, MUSIC THERAPY, PSYCHOTHERAPY, PSYCHIATRIC SERVICES, AND NURSING SERVICES WHICH ARE PERFORMED BY PROFESSIONALS WHO SPECIALIZE IN SERVING INDIVIDUALS WITH COMPLEX OVERLAPPING NEEDS AND DIAGNOSES.GRAFTON DELIVERS ALL ITS SERVICES UTILIZING ITS INDUSTRY LEADING AND PATENTED TRAUMA-INFORMED APPROACH "UKERU", FOCUSING AND PRIORITIZING THE TEACHING OF NEW SKILLS THAT ENHANCE THE INDIVIDUALS' SENSE OF MASTERY AND AUTONOMY. MANY OF THE INDIVIDUALS WE SERVE HAVE ATTEMPTED LESS INTENSIVE PROGRAMS IN THE PAST, BUT INSTEAD FOUND SUCCESS UTILIZING OUR INDUSTRY-LEADING EDUCATIONAL, THERAPEUTIC, AND RESIDENTIAL SERVICES. THESE INDIVIDUALS ARE MOST FREQUENTLY DIAGNOSED AS HAVING AUTISM, INTELLECTUAL DISABILITIES, PSYCHIATRIC DISORDERS, LEARNING DISABILITIES, SENSORY AND MEDICAL CHALLENGES. ALMOST ALL HAVE COMORBID PSYCHIATRIC AND DEVELOPMENTAL DISABILITY. MORE THAN 100 LOCAL AGENCIES FROM VIRGINIA, MARYLAND, WEST VIRGINIA, THE DISTRICT OF COLUMBIA, PENNSYLVANIA, AND VARIOUS OTHER STATES, REFER INDIVIDUALS TO OUR PROGRAMS.DURING FISCAL YEAR 2025 GRAFTON PROVIDED SPECIAL EDUCATION SERVICES TO OVER 324 CHILDREN, CHILD AND ADOLESCENT THERAPEUTIC COMMUNITY HOME SERVICES TO 101 CHILDREN, PSYCHIATRIC AND RESIDENTIAL TREATMENT SERVICES TO 146 CHILDREN, AND RESIDENTIAL AND COMMUNITY SUPPORT SERVICES TO 99 ADULTS IN ITS FOUR MAIN GEOGRAPHIC REGIONS OF BERRYVILLE, VIRGINIA; RICHMOND, VIRGINIA; WINCHESTER, VIRGINIA; AND COLD SPRING, MINNESOTA.ADDITIONALLY, GRAFTON PARTNERS WITH THE CITY OF WINCHESTER, VIRGINIA, TO PROVIDE SERVICES TO THE INFANT AND TODDLER CONNECTION OF THE SHENANDOAH VALLEY. THIS SERVICE TEACHES, COACHES, AND MENTORS FAMILIES OF CHILDREN UP TO AGE THREE WHO HAVE A DEVELOPMENTAL DELAY OR DIAGNOSED DISABLING CONDITION. DURING FISCAL YEAR 2025, APPROXIMATELY 1,057 INFANTS/TODDLERS AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES AND SUPPORT IN THE CITY OF WINCHESTER, VIRGINIA; AND THE COUNTIES OF FREDERICK, CLARKE, WARREN, PAGE, AND SHENANDOAH, VIRGINIA. ADDITIONALLY, THROUGHOUT THE STATE OF VIRGINIA, GRAFTON'S SPECIALTY SERVICES PROGRAM CONNECTED 14 FAMILIES OF DEAF, HARD-OF-HEARING AND/OR VISUALLY IMPAIRED CHILDREN WITH A TEAM OF EARLY INTERVENTION PROFESSIONALS WHO ARE EQUIPPED TO PROVIDE DEVELOPMENTAL EDUCATION SERVICES SPECIFIC TO THEIR SPECIALIZED NEEDS.UKERU SYSTEMS, A DIVISION OF GRAFTON, PROVIDED EDUCATION AND TRAINING CONSULTATIVE SERVICES TO CUSTOMERS THROUGHOUT THE UNITED STATES AND CANADA. INTERNATIONAL CUSTOMERS FROM AS FAR AWAY AS BRAZIL, HAVE TRAVELED TO THE UNITED STATES TO RECEIVE TRAINING AND CONSULTATION IN THIS METHODOLOGY. UKERU SYSTEMS TEACHES THE GRAFTON METHOD, TRAUMA INFORMED CARE, AND THE MINIMIZATION OF SECLUSION AND RESTRAINT, AND CAN INCLUDE THE SALE OF PATENTED BLOCKING PADS. IN SUPPORT OF ITS MISSION, GRAFTON EMPLOYED 740 FULL-TIME EQUIVALENT STAFF. APPROXIMATELY 86% OF STAFF WAS EMPLOYED TO WORK DIRECTLY WITH OUR CLIENTS AND THEIR FAMILIES.

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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 $1,387,152
Program Service Revenue $75,464,795
Investment Income $506,413
Other Revenue $1,625,083
TOTAL REVENUE $78,983,443

Expense Breakdown

Grants Paid $4,364
Salaries & Benefits $59,152,964
Fundraising Expenses $0
Program Expenses $66,942,506
Other Expenses $17,287,369
TOTAL EXPENSES $76,444,697

Year-over-Year Comparison

2024 2023 Change
Revenue $78,983,443 $73,963,435 +0.1%
Expenses $76,444,697 $69,094,144 +0.1%
Net Income $2,538,746 $4,869,291 -0.5%
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
13
Independent Members
13
Employees
1069
Volunteers
13

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
12
$2,142,211
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN S PARTLOW CHAIRMAN 0.90
Officer Director
$0 $0 $0
DOROTHY ANNE MEDINA VICE CHAIRMAN 0.75
Officer Director
$0 $0 $0
BERNADINE DYKES TREASURER 0.75
Officer Director
$0 $0 $0
GEMMA BROOKS SECRETARY 0.75
Officer Director
$0 $0 $0
JOHN WILLINGHAM DIRECTOR 0.37
Director
$0 $0 $0
DANIEL L CARTO DIRECTOR 0.37
Director
$0 $0 $0
KEVIN J CALLANAN DIRECTOR 0.37
Director
$0 $0 $0
PETER WARREN DIRECTOR 0.37
Director
$0 $0 $0
CHELSEA HESTER DIRECTOR 0.37
Director
$0 $0 $0
KEN BERGER DIRECTOR 0.37
Director
$0 $0 $0
DEBORAH CAGLE WELLS DIRECTOR 0.37
Director
$0 $0 $0
MATTHEW COLLINS DIRECTOR 0.37
Director
$0 $0 $0
MINA FONSECA DIRECTOR 0.37
Director
$0 $0 $0
JAMES STEWART CHIEF EXECUTIVE OFFICER 40.00
Officer
$493,492 $54,516 $548,008
ANGELA BROWN CHIEF FINANCIAL OFFICER 40.00
Officer
$220,901 $35,422 $256,323
VANESSA LANE CHIEF ADMINISTRATIVE OFFIC 40.00
Officer
$236,071 $18,616 $254,687
KENT HOUCHINS COO, COMMUNITY-BASED PROGR 40.00
Officer
$223,564 $21,049 $244,613
KIMBERLY SANDERS PRESIDENT, UKERU SYSTEMS 40.00
Officer
$230,337 $11,416 $241,753
JAMES SANDERS COO FACILITY BASED PROGRAM 40.00
Officer
$204,295 $11,304 $215,599
STEPHANIE DIXON CHIEF HUMAN RESOURCES OFFICER 40.00
Officer
$199,832 $14,634 $214,466
ALLYSON DAVIS CHIEF EDUCATION STRATEGY OFFICER 40.00
Officer
$160,100 $6,662 $166,762
ROBIA A FIELDS MEDICAL DIRECTOR 40.00
Highest
$312,304 $15,451 $327,755
JULIE E LEWERENZ PROGRAM PSYCHIATRIST 40.00
Highest
$276,561 $21,368 $297,929
MARY SCHORN-RHODA NURSE PRACTITIONER 40.00
Highest
$199,485 $21,680 $221,165
JOHN SCOTT ZEITER CLINICAL CONSULTANT 29.53
Highest
$175,834 $10,481 $186,315
KOFI AMOFAH REGISTERED NURSE 65.00
Highest
$178,787 $2,925 $181,712
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 $78,983,443 $76,444,697 $68,312,692 $2,538,746
2024 $73,963,435 $69,094,144 $65,023,929 $4,869,291
2023 $58,914,673 $59,734,043 $59,282,442 $-819,370
2022 $59,458,949 $53,527,321 $59,407,353 $5,931,628
2021 $52,212,218 $53,909,066 $64,799,044 $-1,696,848
2020 $53,640,445 $52,639,891 $52,446,009 $1,000,554
2019 $58,123,369 $54,178,271 $47,583,988 $3,945,098
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