THE STEWARD SCHOOL

EIN: 540914765 501(c)(3)

RICHMOND, VA

Total Revenue
$25,783,835
Total Expenses
$25,548,803
Total Assets
$30,520,420
Net Assets
$21,245,054
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
VA
Principal Officer
LISA S DWELLE
Phone
8047403394
Tax Period
2024-07-01 to 2025-06-30

THE STEWARD SCHOOL, founded in 1972, is a mid-sized nonprofit that reported $25.8M in total revenue in fiscal year 2024.

Mission

OUR MISSION IS TO PREPARE STUDENTS FOR COLLEGE AND LIFE IN A COMMUNITY DEFINED BY ROBUST ACADEMICS, INSPIRATION, ENGAGEMENT, AND CARE. WE BELIEVE A DIVERSITY OF TALENTS, ABILITIES, AND CULTURES AMONG OUR STUDENT BODY OFFERS A RICH AND WELL-ROUNDED EDUCATIONAL EXPERIENCE. WE VALUE OUR SENSE OF COMMUNITY, MADE POSSIBLE BY OUR COMMITMENT TO A RELATIVELY SMALL POPULATION.

Program Service Accomplishments

Program 1
Expenses: $19,624,382 Revenue: $21,103,586

THE STEWARD SCHOOL PROVIDES FORMAL INSTRUCTION FOR GRADES JK THROUGH 12 AND MAINTAINS A REGULAR FACULTY & CURRICULUM. ENROLLMENT IS APPROXIMATELY 716.

Program 2
Expenses: $487,146 Revenue: $1,552,449

THE STEWARD SCHOOL PROVIDES AUXILIARY PROGRAMS TO BENEFIT OUR SCHOOL COMMUNITY. THESE PROGRAMS INCLUDE AFTER SCHOOL CARE, ENRICHMENT SERIES, AND INSTRUCTIONAL SUPPORT.

Program 3
Expenses: $431,858 Revenue: $846,344

THE STEWARD SCHOOL PROVIDES SUMMER PROGRAMMING FOR THE GREATER RICHMOND AREA FOR CHILDREN IN RISING GRADES JK-9 THROUGH OUR SUMMER EXPERIENCE PROGRAM.

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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 $1,398,669
Program Service Revenue $23,357,748
Investment Income $691,386
Other Revenue $336,032
TOTAL REVENUE $25,783,835

Expense Breakdown

Grants Paid $3,222,620
Salaries & Benefits $15,140,069
Fundraising Expenses $437,247
Program Expenses $20,543,386
Other Expenses $7,186,114
TOTAL EXPENSES $25,548,803

Year-over-Year Comparison

2024 2023 Change
Revenue $25,783,835 $24,436,565 +0.1%
Expenses $25,548,803 $25,363,353 +0.0%
Net Income $235,032 $-926,788 -1.3%
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
21
Independent Members
18
Employees
309
Volunteers
565

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
6
$468,240
Total Directors
22
$468,240
Key Employees
1
$193,766
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
G DANIEL FRANK PRESIDENT 50.00
Officer Director
$350,109 $54,808 $404,917
JASON HERZOG CHAIR 4.00
Officer Director
$0 $0 $0
LISA LANDRY VICE CHAIR 2.00
Officer Director
$0 $0 $0
TARSHA ADKINS SECRETARY 1.00
Officer Director
$0 $0 $0
TAYLOR BREWER ASSISTANT SECRETARY 39.00
Officer Director
$51,140 $12,183 $63,323
GREGORY TREPP TREASURER 1.00
Officer Director
$0 $0 $0
CAROLYN BRANDT TRUSTEE 1.00
Director
$0 $0 $0
TANYA CUMMINGS TRUSTEE 1.00
Director
$0 $0 $0
JANE DUFRANE TRUSTEE 1.00
Director
$0 $0 $0
RAM NATARAJAN TRUSTEE 1.00
Director
$0 $0 $0
KAROL OLEXY TRUSTEE 1.00
Director
$0 $0 $0
FAISAL QURESHI TRUSTEE 1.00
Director
$0 $0 $0
GENEVIEVE ROBERTS TRUSTEE 1.00
Director
$0 $0 $0
SUSAN TWINING TRUSTEE 1.00
Director
$0 $0 $0
MATTHEW WILLIAMS TRUSTEE 1.00
Director
$0 $0 $0
JIMMY BENSON TRUSTEE 1.00
Director
$0 $0 $0
MELODIE FRANKLIN TRUSTEE 1.00
Director
$0 $0 $0
AMANDA HERRON TRUSTEE 1.00
Director
$0 $0 $0
KRISTA JONES TRUSTEE 1.00
Director
$0 $0 $0
RJAY POLING TRUSTEE 1.00
Director
$0 $0 $0
ZEE LADAK TRUSTEE 1.00
Director
$0 $0 $0
DAVID FRATKIN TRUSTEE 1.00
Director
$0 $0 $0
LISA DWELLE ASSOC. HEAD OF SCHOOL 50.00
Key Emp
$167,600 $26,166 $193,766
SUSAN ATKINSON DIRECTOR OF MIDDLE SCHOOL 50.00
Highest
$137,951 $22,087 $160,038
REBECCA GROVES DIRECTOR OF LOWER SCHOOL 50.00
Highest
$113,675 $47,325 $161,000
SHAHWAR QURESHI DIRECTOR OF TECHNOLOGY 50.00
Highest
$100,647 $47,604 $148,251
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 $25,783,835 $25,548,803 $30,520,420 $235,032
2024 $24,436,565 $25,363,353 $30,312,864 $-926,788
2023 $25,545,430 $23,480,925 $32,237,794 $2,064,505
2022 $22,199,259 $21,376,093 $29,649,637 $823,166
2021 $21,746,356 $19,816,058 $28,823,465 $1,930,298
2020 $20,072,147 $19,429,694 $27,806,388 $642,453
2019 $18,319,617 $18,965,964 $26,039,926 $-646,347
2018 $17,480,384 $18,425,162 $27,012,249 $-944,778
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