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Nonprofiteer
← SWEET BRIAR INSTITUTE

Form 990 for tax year 2022

Filed by SWEET BRIAR INSTITUTE.

Totals

Total revenue
$43,931,164
Total expenses
$40,441,076
Contributions and grants received
$23,994,834
Grants paid
$6,804,173
Program service revenue
$17,200,209
Investment income
$1,129,306
Other revenue
$1,606,815
Total assets, end of year
$146,650,608
Total liabilities, end of year
$11,631,972
Net assets or fund balances, end of year
$135,018,636
Program services expenses (Part IX)
$29,435,839
Management and general expenses
$7,922,954
Fundraising expenses
$3,082,283
Program service expenses (Part III)
$29,435,839

Program services were 72.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR MEREDITH WOO

    PRESIDENT

    Total calculated
    $420,942
    From this org
    $396,966
    From related orgs
    $0
    Other
    $23,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,966
    Bonus
    $0
    Other
    $20,000
    Deferred
    $16,000
    Nontaxable benefits
    $7,976
    Filer's total
    $420,942

  • MARY POPE HUTSON

    SVP ALUMNAE RELATIONS & DEV.

    Total calculated
    $266,546
    From this org
    $248,570
    From related orgs
    $0
    Other
    $17,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,570
    Bonus
    $0
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $7,976
    Filer's total
    $266,546

  • LUTHER GRIFFITH

    VP FINANCE, OPERATIONS & AUX

    Total calculated
    $210,286
    From this org
    $202,286
    From related orgs
    $0
    Other
    $8,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,686
    Bonus
    $0
    Other
    $10,600
    Deferred
    $8,000
    Nontaxable benefits
    $0
    Filer's total
    $210,286

  • TERESA GARRETT

    VP ACADEMIC AFFAIRS & DEAN

    Total calculated
    $174,516
    From this org
    $157,852
    From related orgs
    $0
    Other
    $16,664
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,852
    Bonus
    $0
    Other
    $27,000
    Deferred
    $6,500
    Nontaxable benefits
    $10,164
    Filer's total
    $174,516

  • JENNIFER SAUER

    AVP & CONTROLLER

    Total calculated
    $161,451
    From this org
    $144,875
    From related orgs
    $0
    Other
    $16,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,775
    Bonus
    $0
    Other
    $9,100
    Deferred
    $6,000
    Nontaxable benefits
    $10,576
    Filer's total
    $161,451

  • LAUREL HARVEY

    DIR. OF STRATEGIC INITIATIVES

    Total calculated
    $153,237
    From this org
    $129,769
    From related orgs
    $0
    Other
    $23,468
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,721
    Bonus
    $0
    Other
    $4,048
    Deferred
    $5,600
    Nontaxable benefits
    $17,868
    Filer's total
    $153,237

  • RITA DETWILER

    VP ENROLLMENT MANAGEMENT

    Total calculated
    $145,273
    From this org
    $123,185
    From related orgs
    $0
    Other
    $22,088
    Hours/week
    40

  • JOHN BROWN

    ENGLISH&CREATIVE WRITING PROF

    Total calculated
    $129,507
    From this org
    $103,254
    From related orgs
    $0
    Other
    $26,253
    Hours/week
    40

  • VERDA COLVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL ELLIOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MARIANNE FAHS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • KELLEY FITZPATRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • SALLY FREEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • ROBERT GOODLATTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • LENDON GRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • FRED GRIFFIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MARTHA HOLLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • KEENAN KELSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JOHN NAU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MICHELLE O'NEILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • J CHAPMAN PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • HOLLY PHILBIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MASON RUMMEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • STEPHEN SMILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • NORMA VALENTINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • CLAUDE WASSERSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART 1, LINE 1A:
RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT, SVP OF ALUMNAE RELATIONS & DEVELOPMENT, AND VP FOR ACADEMIC AFFAIRS/DEAN OF THE COLLEGE ARE REQUIRED TO LIVE IN THE SCHOOL'S HOUSES LOCATED ON THE CAMPUS. THESE RESIDENCES ARE PROVIDED FOR THE CONVENIENCE OF THE SCHOOL IN HAVING THE FUNCTIONS OF THE OFFICES EFFICIENTLY DISCHARGED. THIS HOUSING ALLOWANCE IS TREATED AS A NON-TAXABLE BENEFIT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
1 May 2024
IRS schema version
2022v5.0
Source object
202421279349302037

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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