HOCKADAY 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

1913

Legal Domicile

Principal Officer

A SHONN BROWN

Phone

2143636311

Tax Period

2024-07-01 to 2025-06-30

HOCKADAY SCHOOL, founded in 1913, is a mid-sized nonprofit in the Education sector that reported $59.4M in total revenue in fiscal year 2024. Expenses of $54.2M left a modest 9% surplus.

Mission

BELIEVING IN THE LIMITLESS POTENTIAL OF GIRLS, HOCKADAY SCHOOL DEVELOPS RESILIENT, CONFIDENT WOMEN WHO ARE EDUCATED AND INSPIRED TO LEAD LIVES OF PURPOSE AND IMPACT.

Program Service Accomplishments

Program 1

Expenses: $44,241,709 Revenue: $44,955,358

THE SCHOOL PROVIDED A COLLEGE PREPARATORY EDUCATION FOR LOWER, MIDDLE, AND UPPER SCHOOL GIRLS WITH STRONG POTENTIAL WHO MAY BE EXPECTED TO ASSUME POSITIONS OF RESPONSIBILITY AND LEADERSHIP IN LATER YEARS. THERE WERE 1,113 DAY STUDENTS FOR THE 2024-2025 ACADEMIC YEAR. IN ADDITION, THE SCHOOL PROVIDED EDUCATIONAL PROGRAMS IN THE SUMMER AND AFTER SCHOOL.

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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 $10,281,643

Program Service Revenue $44,280,877

Investment Income $3,638,506

Other Revenue $1,227,108

TOTAL REVENUE $59,428,134

Expense Breakdown

Grants Paid $2,546,382

Salaries & Benefits $30,538,458

Fundraising Expenses $2,578,439

Program Expenses $44,241,709

Other Expenses $21,129,482

TOTAL EXPENSES $54,214,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,428,134	$58,316,615	+0.0%
Expenses	$54,214,322	$53,925,778	+0.0%
Net Income	$5,213,812	$4,390,837	+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

527

Volunteers

1159

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

$1,110,292

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A SHONN BROWN	CHAIR	15.00	Officer Director	$0	$0	$0
ANDREW HILL	TREASURER	15.00	Officer Director	$0	$0	$0
BETTY SCHULTZ	SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID A ROOSEVELT	CHAIR-ELECT	3.00	Officer Director	$0	$0	$0
NICOLE GINSBURG SMALL	IMMEDIATE PAST BOARD CHAIR	5.00	Officer Director	$0	$0	$0
DR SULMAN AHMED	TRUSTEE	3.00	Director	$0	$0	$0
WASAN ALFALAHI	TRUSTEE	3.00	Director	$0	$0	$0
KALITA BECK BLESSING	TRUSTEE	3.00	Director	$0	$0	$0
NANCY LIRA BERNARDINO	TRUSTEE	3.00	Director	$0	$0	$0
LUCY BILLINGSLEY BURNS	TRUSTEE	3.00	Director	$0	$0	$0
CARLA BOLDEN	TRUSTEE	3.00	Director	$0	$0	$0
TERRY BOUREK	TRUSTEE	3.00	Director	$0	$0	$0
ANDREA CARTER	TRUSTEE	3.00	Director	$0	$0	$0
TAJ CLAYTON	TRUSTEE	3.00	Director	$0	$0	$0
WILLIAM DAWSON	TRUSTEE	3.00	Director	$0	$0	$0
TRICIA DRUM DAVIDSON	TRUSTEE	3.00	Director	$0	$0	$0
ANTAL DESAI	TRUSTEE	3.00	Director	$0	$0	$0
AUDREY DECHERD BARBOSA	TRUSTEE	3.00	Director	$0	$0	$0
LANDY ELLIOT FOX	TRUSTEE	3.00	Director	$0	$0	$0
FALLYN GRAY JONES	TRUSTEE	3.00	Director	$0	$0	$0
SCOTT HARPER	TRUSTEE	3.00	Director	$0	$0	$0
HELEN HARRIS-ALLEN	TRUSTEE	3.00	Director	$0	$0	$0
ABBY HOAK-MORTON	TRUSTEE	3.00	Director	$0	$0	$0
DAN HUNT	TRUSTEE	3.00	Director	$0	$0	$0
COURTNEY JONES JOHNSON	TRUSTEE	3.00	Director	$0	$0	$0
YOO JIN KIM	TRUSTEE	3.00	Director	$0	$0	$0
JUN II KWUN	TRUSTEE	3.00	Director	$0	$0	$0
BONNER MEAD ALLEN	TRUSTEE	3.00	Director	$0	$0	$0
DR MICHAEL SORRELL	TRUSTEE	3.00	Director	$0	$0	$0
SCOTT MINNIX	TRUSTEE	3.00	Director	$0	$0	$0
SHANKH MITRA	TRUSTEE	3.00	Director	$0	$0	$0
GUADALUPE MORA-DUARTE	TRUSTEE	3.00	Director	$0	$0	$0
ISABELL NOVAKOV HIGGINBOTHAM	TRUSTEE	3.00	Director	$0	$0	$0
MARISIA PARRA-GOANA	TRUSTEE	3.00	Director	$0	$0	$0
CAROLINE SNELL WAGNER	TRUSTEE	3.00	Director	$0	$0	$0
LAURIE SUDBURY	TRUSTEE	3.00	Director	$0	$0	$0
PRIYA SUREDDI PATEL	TRUSTEE	3.00	Director	$0	$0	$0
KELSEY SWINGLE ROBERTSON	TRUSTEE	3.00	Director	$0	$0	$0
DAWNE TRIBOLET	TRUSTEE	3.00	Director	$0	$0	$0
JIMIEKA WILLIAMS OSWALD	TRUSTEE	3.00	Director	$0	$0	$0
LINDA CUSTARD	LIFE TRUSTEE	1.00	Director	$0	$0	$0
ROZ GROVER	LIFE TRUSTEE	1.00	Director	$0	$0	$0
NATALIE HENDERSON LEE	LIFE TRUSTEE	1.00	Director	$0	$0	$0
ELLEN HIGGINBOTHAM ROGERS	LIFE TRUSTEE	1.00	Director	$0	$0	$0
LYDA HILL	LIFE TRUSTEE	1.00	Director	$0	$0	$0
JAMES M HOAK JR	LIFE TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE NEUHOFF THOMAS	LIFE TRUSTEE	1.00	Director	$0	$0	$0
MARGOT PEROT	LIFE TRUSTEE	1.00	Director	$0	$0	$0
JANIE STRAUSS MCGARR	LIFE TRUSTEE	1.00	Director	$0	$0	$0
DR LAURA LEATHERS	HEAD OF SCHOOL	50.00	Officer	$702,005	$94,917	$796,922
KATHRYN LETO	CHIEF FINANCIAL OFFICER	50.00	Officer	$280,908	$32,462	$313,370
RANDALL RHODUS	ASSISTANT HEAD OF SCHOOL	50.00	Highest	$238,428	$112,252	$350,680
JESSICA EPPERSON	DIR OF DEVELOPMENT & STRATEGIC INITI	50.00	Highest	$234,555	$94,565	$329,120
JOAN GUZMAN	CHIEF OPERATIONS OFFICER	50.00	Highest	$211,518	$27,989	$239,507
LISA CULBERTSON	HEAD OF UPPER SCHOOL	50.00	Highest	$211,290	$44,277	$255,567
BARBARA FISHEL	DEAN OF STUDIES	50.00	Highest	$198,803	$33,229	$232,032

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	$59,428,134	$54,214,322	$403,359,930	$5,213,812
2024	$58,316,615	$53,925,778	$370,850,168	$4,390,837
2023	$55,789,565	$51,497,600	$346,432,014	$4,291,965
2022	$61,281,462	$52,226,513	$327,432,445	$9,054,949
2021	$62,337,131	$47,119,001	$327,922,958	$15,218,130
2020	$44,903,789	$47,245,416	$263,104,844	$-2,341,627
2019	$47,279,914	$47,300,246	$282,065,743	$-20,332
2018	$47,774,960	$46,640,320	$275,960,880	$1,134,640