ST ANDREW'S-SEWANEE SCHOOL

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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

1981

Legal Domicile

Principal Officer

JANE BROWN

Phone

9315985651

Tax Period

2024-07-01 to 2025-06-30

ST ANDREW'S-SEWANEE SCHOOL, founded in 1981, is a mid-sized nonprofit that reported $16.4M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.8M, a strong 35% operating margin.

Mission

HONORING ITS EPISCOPAL HERITAGE AS AN INCLUSIVE CHRISTIAN COMMUNITY, ST. ANDREW'S-SEWANEE SCHOOL OFFERS A SUPERIOR COLLEGE PREPARATORY EDUCATION, BRINGING ALL STUDENTS TO A RICHER SPIRITUAL, INTELLECTUAL, SOCIAL, PHYSICAL, AND AESTHETIC AWARENESS SO THAT THEY MIGHT LEAD LIVES OF HONOR AND LOVING SERVICE TO GOD AND OTHERS.

Program Service Accomplishments

Program 1

Expenses: $8,567,338 Revenue: $9,142,513

PROVIDE HIGH QUALITY COLLEGE PREPARATORY EDUCATION FOR MIDDLE AND HIGH SCHOOL STUDENTS (APPROXIMATELY 200) WITHIN A COMMUNITY THAT EMBODIES LIFE-LONG LEARNING ENHANCED BY ATHLETIC, ARTISTIC, AND...

PROVIDE HIGH QUALITY COLLEGE PREPARATORY EDUCATION FOR MIDDLE AND HIGH SCHOOL STUDENTS (APPROXIMATELY 200) WITHIN A COMMUNITY THAT EMBODIES LIFE-LONG LEARNING ENHANCED BY ATHLETIC, ARTISTIC, AND SPIRITUAL NURTURE.

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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 $4,072,267

Program Service Revenue $7,371,391

Investment Income $2,567,106

Other Revenue $2,390,246

TOTAL REVENUE $16,401,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,460,791

Fundraising Expenses $318,065

Program Expenses $8,567,338

Other Expenses $6,125,219

TOTAL EXPENSES $10,586,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,401,010	$13,316,205	+0.2%
Expenses	$10,586,010	$10,624,423	0.0%
Net Income	$5,815,000	$2,691,782	+1.2%

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

Volunteers

N/A

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

$245,392

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MISHOE BRENNECKE	TRUSTEE	0.00	Director	$0	$0	$0
M JANE EAVES	TRUSTEE	0.00	Director	$0	$0	$0
NEWTON F MOLLOY III	TRUSTEE	0.00	Director	$0	$0	$0
KELLEY BLACK	TRUSTEE	0.00	Director	$0	$0	$0
DAN BACKLUND	TRUSTEE	0.00	Director	$0	$0	$0
HENRY LODGE	TRUSTEE	0.00	Director	$0	$0	$0
JAY FISHER	TRUSTEE - VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
COL ROBERT T UTLAUT	TRUSTEE - PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
PHILIP K WOODLIEF	TRUSTEE - PRESIDENT	0.00	Officer Director	$0	$0	$0
DOROTHY NEALE	TRUSTEE - SECRETARY	0.00	Officer Director	$0	$0	$0
ANDREW RUFFNER	TRUSTEE - TREASURER	0.00	Officer Director	$0	$0	$0
KATE ARCHAMBAULT	TRUSTEE	0.00	Director	$0	$0	$0
JOHN BAUERSCHMIDT	TRUSTEE	0.00	Director	$0	$0	$0
EUNICE COLMORE	TRUSTEE	0.00	Director	$0	$0	$0
JAROD MOTLEY	TRUSTEE	0.00	Director	$0	$0	$0
ANDREW DINSMORE	TRUSTEE	0.00	Director	$0	$0	$0
KATHERINE SHEELER	TRUSTEE	0.00	Director	$0	$0	$0
TERENCE SHEPHERD	TRUSTEE	0.00	Director	$0	$0	$0
ANDREW HARD	TRUSTEE	0.00	Director	$0	$0	$0
SARAH METZGAR STEFFNER	TRUSTEE	0.00	Director	$0	$0	$0
MOLLY SCHAEFER STILL	TRUSTEE	0.00	Director	$0	$0	$0
WILLIAM WADE	TRUSTEE	0.00	Director	$0	$0	$0
KENT WESTBERRY	TRUSTEE	0.00	Director	$0	$0	$0
KARL SJOLUND	HEAD OF SCHOOL	40.00	Key Emp	$211,336	$34,056	$245,392
ELIZABETH BROWN	EMPLOYEE	40.00	Highest	$158,931	$14,063	$172,994
ROBERT BLACK	EMPLOYEE	40.00	Highest	$120,928	$6,282	$127,210
LESLEY COLE	EMPLOYEE	40.00	Highest	$128,934	$8,899	$137,833

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	$16,401,010	$10,586,010	$47,249,226	$5,815,000
2024	$13,316,205	$10,624,423	$41,556,025	$2,691,782
2023	$13,638,399	$10,413,514	$38,861,666	$3,224,885
2022	$7,077,361	$10,093,443	$35,948,319	$-3,016,082
2021	$15,525,224	$9,154,148	$39,221,705	$6,371,076
2020	$9,236,932	$9,634,554	$33,447,845	$-397,622
2019	$9,971,021	$10,278,158	$33,373,997	$-307,137