Heathwood Hall Episcopal School (EIN 570358065) - 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

1951

Legal Domicile

Principal Officer

Chris Hinchey

Phone

8037652309

Tax Period

2023-07-01 to 2024-06-30

Heathwood Hall Episcopal School, founded in 1951, is a mid-sized nonprofit in the Education sector that reported $27.1M in total revenue in fiscal year 2023. The organization ran a surplus of $4.5M, a strong 16% operating margin.

Mission

Heathwood Hall Episcopal School cultivates creative and critical thinking, develops leadership and social skills, and promotes service to others over the pursuit of self-interest through a rich academic and extracurricular program in a supportive community of talented educators and engaged students.

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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 (2023)

Revenue Breakdown

Contributions & Grants $699,468

Program Service Revenue $20,834,766

Investment Income $1,223,634

Other Revenue $4,356,691

TOTAL REVENUE $27,114,559

Expense Breakdown

Grants Paid $3,811,320

Salaries & Benefits $12,169,427

Fundraising Expenses $109,976

Program Expenses $17,801,868

Other Expenses $6,673,498

TOTAL EXPENSES $22,654,245

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,114,559	$26,342,544	+0.0%
Expenses	$22,654,245	$21,040,294	+0.1%
Net Income	$4,460,314	$5,302,250	-0.2%

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

423

Volunteers

300

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Hinchey	Head of School	50.00		$366,716	$69,056	$435,772
Suzanne Nagy	Asst Head for Enrollment	50.00		$127,500	$26,514	$154,014
George Scouten	Upper School Head	50.00		$126,975	$25,372	$152,347
Elizabeth E Summers	Finance & Operations Director	50.00		$134,910	$15,344	$150,254
John Caballero	Technology Director	50.00		$101,500	$14,119	$115,619
Laura Winburn	Executive Director of Philanthropy	50.00		$82,932	$31,725	$114,657
Stephanie Scanlon	Early Childhood & Lower School Head	50.00		$105,450	$6,098	$111,548
Simone Ansley	Director	1.00	Director	$0	$0	$0
Peyton Bryant	Director	1.00	Director	$0	$0	$0
Alicia McFarland	Director	1.00	Director	$0	$0	$0
WD Morris	Director	1.00	Director	$0	$0	$0
Kevin Martin	Director	1.00	Director	$0	$0	$0
Drew Rowley	Director	1.00	Director	$0	$0	$0
Alana Williams	Director	1.00	Director	$0	$0	$0
Dewey Nelson Ervin	Director	1.00	Director	$0	$0	$0
John Scurry	Director	1.00	Director	$0	$0	$0
Northan Golden	Director	1.00	Director	$0	$0	$0
James P Hartley	Director	1.00	Director	$0	$0	$0
Kirby Shealy III	Director	1.00	Director	$0	$0	$0
Stanley Juk	Director	1.00	Director	$0	$0	$0
McIver Leppard	Director	1.00	Director	$0	$0	$0
Rion Cobb	Director	1.00	Director	$0	$0	$0
Roy Shelley	Director	1.00	Director	$0	$0	$0
Childs Cantey Thrasher	Director	1.00	Director	$0	$0	$0
Caitlyn Keith	Director	1.00	Director	$0	$0	$0
Jeannette Florence	Director	1.00	Director	$0	$0	$0
JoLee Gudmundson	Director	1.00	Director	$0	$0	$0
Stephanie DeFreese	Director	1.00	Director	$0	$0	$0
Alison Barry	Director	1.00	Director	$0	$0	$0
Kenny Hastie Jr	Director	1.00	Director	$0	$0	$0
Marshall James	Director	1.00	Director	$0	$0	$0
Stephanie Kimbrough	Director	1.00	Director	$0	$0	$0
Beth Burke Richardson	Director	1.00	Director	$0	$0	$0
Dale Heinitsh Roberts	Director	1.00	Director	$0	$0	$0
Freeman Belser	Board Chair	1.00	Officer	$0	$0	$0
Josh Nelson	Vice Chair	1.00	Officer	$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	No data	No data	No data	No data
2024	$27,114,559	$22,654,245	$58,137,265	$4,460,314
2023	$26,342,544	$21,040,294	$46,371,842	$5,302,250
2022	$20,445,816	$18,457,485	$39,181,921	$1,988,331
2021	$17,077,388	$16,769,261	$39,403,447	$308,127
2020	$16,247,359	$16,372,491	$34,674,967	$-125,132
2019	$16,189,903	$15,930,091	$33,966,641	$259,812

Heathwood Hall Episcopal School