ST CATHERINE'S SCHOOL FOUNDATION

EIN: 546036896 501(c)(3) Education

RICHMOND, VA

Total Revenue
$12,063,151
Total Expenses
$7,524,975
Total Assets
$58,594,373
Net Assets
$56,963,368
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
VA
Principal Officer
LORI H FULLER
Phone
8042882804
Tax Period
2024-07-01 to 2025-06-30

ST CATHERINE'S SCHOOL FOUNDATION, founded in 1958, is a community nonprofit in the Education sector that reported $8.6M in total revenue in fiscal year 2018. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.4M, a strong 17% operating margin.

Mission

TO PROMOTE THE WELFARE AND DEVELOPMENT OF ST. CATHERINE'S SCHOOL.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,018,131
Program Service Revenue $0
Investment Income $9,032,023
Other Revenue $12,997
TOTAL REVENUE $12,063,151

Expense Breakdown

Grants Paid $7,177,356
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $7,177,356
Other Expenses $347,619
TOTAL EXPENSES $7,524,975

Year-over-Year Comparison

2024 2023 Change
Revenue $12,063,151 $7,918,209 +0.5%
Expenses $7,524,975 $6,977,292 +0.1%
Net Income $4,538,176 $940,917 +3.8%
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
11
Employees
N/A
Volunteers
11

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
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
F CLAIBORNE JOHNSTON III PRESIDENT 5.00
Officer Director
$0 $0 $0
LORI H FULLER TREASURER 5.00
Officer Director
$0 $0 $0
JULIE BETTS EBERT SECRETARY 5.00
Officer Director
$0 $0 $0
CINDY TRASK TRUSTEE/HEAD OF SCHOOL 2.00
Director
$0 $0 $0
LANE SANDERSON CHAIRMAN BOARD OF GOVERNORS 3.00
Director
$0 $0 $0
ELIZABETH VALENTINE VICE CHAIRMAN BOARD OF GOVERNORS 3.00
Director
$0 $0 $0
TYLER BROWN TRUSTEE 1.00
Director
$0 $0 $0
KATIE HARRIS-STORER TRUSTEE 1.00
Director
$0 $0 $0
HARRY JONES TRUSTEE 1.00
Director
$0 $0 $0
KEE RABB TRUSTEE 1.00
Director
$0 $0 $0
CODY TAFEL TRUSTEE 1.00
Director
$0 $0 $0
BRIAN CARNEY CHAIRMAN OF FINANCE COMMITTEE 1.00
Director
$0 $0 $0
HENRY BROADDUS PRESIDENT OF CHURCH SCHOOL 1.00
Director
$0 $0 $0
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 $12,063,151 $7,524,975 $58,594,373 $4,538,176
2024 $7,918,209 $6,977,292 $58,995,209 $940,917
2023 $8,221,498 $8,452,829 $57,678,821 $-231,331
2022 $10,869,788 $13,934,360 $54,160,094 $-3,064,572
2021 $8,901,214 $11,295,066 $65,797,019 $-2,393,852
2020 $6,562,925 $8,134,726 $56,643,893 $-1,571,801
2019 $8,587,106 $7,153,391 $57,362,684 $1,433,715
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