ST ANNE'S-BELFIELD INC (EIN 540880465) - 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

1910

Legal Domicile

Principal Officer

TIM STUTZMAN

Phone

4342965106

Tax Period

2024-07-01 to 2025-06-30

ST ANNE'S-BELFIELD INC, founded in 1910, is a mid-sized nonprofit in the Education sector that reported $33.7M in total revenue in fiscal year 2017. Expenses of $31.9M left a modest 5% surplus.

Mission

WE WISH OUR STUDENTS TO BECOME STRONG IN BODY, BROAD IN MIND, TENDER OF HEART, RESPONSIVE IN SOUL.

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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 $1,810,825

Program Service Revenue $34,331,124

Investment Income $5,552,549

Other Revenue $952,840

TOTAL REVENUE $42,647,338

Expense Breakdown

Grants Paid $9,009,272

Salaries & Benefits $20,104,995

Fundraising Expenses $1,861,505

Program Expenses $36,158,547

Other Expenses $11,288,696

TOTAL EXPENSES $40,402,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,647,338	$39,803,526	+0.1%
Expenses	$40,402,963	$37,477,947	+0.1%
Net Income	$2,244,375	$2,325,579	0.0%

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

368

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

$662,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARI COULING	CHAIR	8.00	Officer Director	$0	$0	$0
CHARLES COCKE	VICE CHAIR	8.00	Officer Director	$0	$0	$0
MOLLY DUNNINGTON	TREASURER	8.00	Officer Director	$0	$0	$0
JOHN MASON	SECRETARY	8.00	Officer Director	$0	$0	$0
THAD JONES	PAST CHAIR	4.00	Director	$0	$0	$0
JANINE DOZIER	TRUSTEE	4.00	Director	$0	$0	$0
RACHAEL LEMASTERS	TRUSTEE	4.00	Director	$0	$0	$0
ASHLEY GUNDERSEN	TRUSTEE	4.00	Director	$0	$0	$0
CHARLIE ROGERS	TRUSTEE	4.00	Director	$0	$0	$0
PETE HARTWIG	TRUSTEE	4.00	Director	$0	$0	$0
LIZA BORCHES	TRUSTEE	4.00	Director	$0	$0	$0
SARAH JOHNS	TRUSTEE	4.00	Director	$0	$0	$0
MATT MCCORRY	TRUSTEE	4.00	Director	$0	$0	$0
NICOLE ROBINSON	TRUSTEE	4.00	Director	$0	$0	$0
ELISABETH ROGERS	TRUSTEE	4.00	Director	$0	$0	$0
IAN SOLOMON	TRUSTEE	4.00	Director	$0	$0	$0
CLAY THOMSON	TRUSTEE	4.00	Director	$0	$0	$0
SALLY MOTT-FREEMAN	TRUSTEE	4.00	Director	$0	$0	$0
GEORGE CRADDOCK	TRUSTEE	4.00	Director	$0	$0	$0
DAMIAN KAVANAGH	TRUSTEE	4.00	Director	$0	$0	$0
KATHARINE MCCOID ROTH	TRUSTEE	4.00	Director	$0	$0	$0
TEE VALENTINE	TRUSTEE	4.00	Director	$0	$0	$0
AUTUMN GRAVES	HEAD OF SCHOOL	40.00	Officer	$430,767	$95,754	$526,521
TIMOTHY STUTZMAN	CFO/COO STARTING 7/22/24	40.00	Officer	$121,538	$14,940	$136,478
SETH KUSHKIN	ATHLETIC DIRECTOR	40.00	Highest	$161,516	$42,175	$203,691
RANDOL BENEDICT	ASST HEAD OF SCHOOL FOR EN	40.00	Highest	$192,573	$22,270	$214,843
PAMELA ELIZABETH WINTHROP	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$233,317	$34,988	$268,305
LISA SMITH	CHIEF STRATEGIC COMMUNICAT	40.00	Highest	$151,164	$32,925	$184,089
BETHANY MILLER	HEAD OF UPPER SCHOOL	40.00	Highest	$157,747	$21,520	$179,267
SARAH WOODS	FORMER CFO/COO	40.00		$153,612	$16,518	$170,130

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	$42,647,338	$40,402,963	$145,731,531	$2,244,375
2024	No data	No data	No data	No data
2023	$34,039,206	$34,971,856	$135,013,579	$-932,650
2022	$39,931,444	$34,548,772	$134,920,177	$5,382,672
2021	$35,539,037	$34,036,188	$137,472,686	$1,502,849
2020	$34,335,007	$31,998,209	$122,363,605	$2,336,798
2019	$31,837,357	$32,321,342	$115,941,436	$-483,985
2018	$33,691,501	$31,932,833	$120,816,979	$1,758,668

ST ANNE'S-BELFIELD INC