ASHLEY HALL FOUNDATION (EIN 570314364) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

ANNE WESTON

Phone

8437224088

Tax Period

2024-07-01 to 2025-06-30

ASHLEY HALL FOUNDATION, founded in 1949, is a mid-sized nonprofit in the Education sector that reported $31.5M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.8M, a strong 15% operating margin.

Mission

A PRIVATE SCHOOL FOR GIRLS IN KINDERGARTEN THROUGH GRADE 12 WITH A CO-ED EARLY CHILDHOOD 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,379,780

Program Service Revenue $23,290,847

Investment Income $793,700

Other Revenue $64,733

TOTAL REVENUE $31,529,060

Expense Breakdown

Grants Paid $2,061,584

Salaries & Benefits $16,811,625

Fundraising Expenses $809,336

Program Expenses $21,693,002

Other Expenses $7,846,224

TOTAL EXPENSES $26,719,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,529,060	$24,260,965	+0.3%
Expenses	$26,719,433	$26,116,918	+0.0%
Net Income	$4,809,627	$-1,855,953	-3.6%

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

376

Volunteers

315

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

$743,093

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHETT OUTTEN	CHAIRMAN	4.00	Officer Director	$0	$0	$0
ERIC STRICKLAND	VICE CHAIR	4.00	Officer Director	$0	$0	$0
ANN RIOPEL MD	SECRETARY	4.00	Director	$0	$0	$0
KURT PALMER	TREASURER	4.00	Officer Director	$0	$0	$0
ANNE FRANCES BLEEKER	MEMBER-AT-LARGE	1.00	Officer Director	$0	$0	$0
LILLA LANE CLARK	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
SARA DEWOLF	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
GAUTAM GHATNEKAR	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
LUCY MACKILLIGIN GUFFEY	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
KENDRA HAMILTON	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
HELEN HILL	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
JAMIE KERR	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MARLON KIMPSON	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
LENNA KIRCHNER	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
JOHN E MARKO JR	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
JOANNE MIGLIORI	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
JANE WERRELL PREVOST	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
ROWAN GP TAYLOR	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
DANA VAN HOOK	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
ANNE WESTON	HEAD OF SCHOOL	40.00	Officer	$441,590	$45,724	$487,314
PALMER BALL	CHIEF FINANCIAL OFFICER (THRU 01/25)	40.00	Officer	$238,721	$17,058	$255,779
ADAM WOJTELWICZ	CHIEF FIN & OPS OFFICER (EFF. 01/25)	40.00	Officer	$0	$0	$0
CINTRA HORN	ASSISTANT HOS FOR STUDENT AFFAIRS	40.00	Highest	$155,469	$19,094	$174,563
NAA-ADEI KOTEY	ASST. HOS FOR TEACHING AND LEARNING	40.00	Highest	$163,679	$8,182	$171,861
SHANA STOCKTON	DIR. OF INSTITUTIONAL ADVANCEMENT	40.00	Highest	$134,217	$17,048	$151,265
ELISABETH LAVIN-PETER	UPPER SCHOOL DIRECTOR	40.00	Highest	$132,780	$14,450	$147,230
FRANCES SLAY	ATHLETIC DIRECTOR	40.00	Highest	$127,739	$12,148	$139,887

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	$31,529,060	$26,719,433	$71,572,391	$4,809,627
2024	$24,260,965	$26,116,918	$64,383,729	$-1,855,953
2023	$27,070,970	$24,217,481	$55,255,558	$2,853,489
2022	$21,119,138	$22,502,164	$54,802,917	$-1,383,026
2022	$22,222,757	$22,502,164	$55,906,536	$-279,407
2022	$22,222,757	$22,502,164	$56,965,491	$-279,407
2021	$18,962,378	$19,644,398	$53,552,404	$-682,020
2020	$19,823,269	$19,851,472	$49,798,257	$-28,203
2019	$22,225,232	$19,559,888	$49,996,541	$2,665,344
2018	$19,347,057	$19,008,355	$48,137,668	$338,702

ASHLEY HALL FOUNDATION