CHEVY CHASE, MD
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)MS-SC TRUST FBO PHILLIPS EXETER ACADEMY, founded in 1987, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2021. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 15% surplus.
THE TRUSTS'S MISSION IS TO PROVIDE PHILLIPS EXETER ACADEMY, NH, A 501(C)(3) EDUCATIONAL INSTITUTION, WITH FUNDS USED TO SUPPORT NEEDY STUDENTS FROM THE STATES OF MS AND SC. IN THE EVENT THAT TRUST FUNDS ARE NOT NEEDED TO SUPPORT SCHOLARSHIP STUDENTS FROM MS AND SC, TRUST FUNDS MAY BE USED TO SUPPORT NEEDY SCHOLARSHIP STUDENTS FROM ONE OF THE FOLLOWING STATES: TN, AL, AR, AND GA. IN ADDITION, THE TRUST MAY PROVIDE FUNDS TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE ACADEMY.
THE TRUST DISTRIBUTED TO PHILLIPS EXETER ACADEMY $1,500,000 IN 2021 TO PROVIDE SCHOLARSHIP AID FOR NEEDY STUDENTS FROM MS AND SC FOR THE ACADEMIC YEAR OF 2021. TRUST FUNDS NOT NEEDED TO SUPPORT...
THE TRUST DISTRIBUTED TO PHILLIPS EXETER ACADEMY $1,500,000 IN 2021 TO PROVIDE SCHOLARSHIP AID FOR NEEDY STUDENTS FROM MS AND SC FOR THE ACADEMIC YEAR OF 2021. TRUST FUNDS NOT NEEDED TO SUPPORT SCHOLARSHIP STUDENTS FROM MS AND SC WERE MADE AVAILABLE TO PROVIDE SCHOLARSHIP AID TO STUDENTS FROM ONE OR MORE OF THE FOLLOWING STATES: TN, AL, AR AND GA.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2021 | 2020 | Change | |
|---|---|---|---|
| Revenue | $2,032,798 | $1,398,425 | +0.5% |
| Expenses | $1,735,371 | $556,328 | +2.1% |
| Net Income | $297,427 | $842,097 | -0.6% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TIMOTHY D PITTMAN | TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| JOSEPH FELLOWS | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| W HODDING CARTER | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN F HASSELL III | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| FRED E PITTMAN MD 1121-121721 | FOUNDER/TRUSTEE | 3.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2021 | $2,032,798 | $1,735,371 | $24,990,047 | $297,427 |
| 2020 | $1,398,425 | $556,328 | $34,535,315 | $842,097 |
| 2019 | $661,095 | $416,134 | $12,747,434 | $244,961 |
| 2018 | $298,290 | $309,825 | $8,762,290 | $-11,535 |
Compare MS-SC TRUST FBO PHILLIPS EXETER ACADEMY with other nonprofits in Maryland and across the country.