Choate Rosemary Hall Foundation Incorporated
86% goes to programs $13 to raise $100 Strong reserves Growing revenue
Choate Rosemary Hall Foundation Incorporated is a 501(c)(3) organization based in Wallingford, Connecticut, registered in 1975, with $105,173,140 in FY2023 revenue. CharityIndex grades it A, and it directs about 86% of spending to programs.
333 Christian St, Wallingford, CT, 06492 EIN 06-0910420 Since 1975
Revenue (FY2023)
$105.2M
▲ 19.7% vs prior year
Education median: $200K
Expenses (FY2023)
$99.9M
Net assets
$766.9M
Employees
622
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
AProgram efficiency40% of the rating86% to programs · $13 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Choate Rosemary Hall Foundation Incorporated: 86% to programs · $13 to raise $100 earns a A on this criterion. See the exact thresholds →
B+Financial health25% of the rating92 mo reserves · +5% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Choate Rosemary Hall Foundation Incorporated: 92 mo reserves · +5% margin earns a B+ on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Choate Rosemary Hall Foundation Incorporated: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Choate Rosemary Hall Foundation Incorporated: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Mission
To provide a quality secondary independent school education to approximately 850 students per year.
What they do
The school maintains about 1.4 million square feet of residential, academic and athletic space for a community of over 1,000 members. the majority of this expense reflects the depreciation on the school property, plant and equipment, which has a current accounting value of $182.9 million.
The school discounts tuition in the form of financial aid at an approximate rate of 26.5% in an effort to recruit and retain the most talented student body. the school recognizes that a diverse student body betters the overall experience for all involved, and that while not everyone can contribute financially in terms of tuition, everyone has something to offer the choate rosemary hall community.
Management fees for food service and housekeeping expenses
Contact & location
- Address
- 333 Christian St, Wallingford, CT, 06492
- City
- Wallingford
- State
- Connecticut
- Category
- Education
- Subcategory
- Elementary & Secondary Schools
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $81.2M (FY2013) to $105.2M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $95.4MNet assets $766.9M
Operating margin
5.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$862.3M
Total liabilities
$95.4M
Net assets
$766.9M
Salaries & benefits
$41.0M
41% of expenses
Board members
21
20 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $105,173,140▲19.7% | $99,937,721▲8.3% | $766,913,070▲7.9% | $862,290,013▲7.7% | 990 |
| 2022 | $87,900,086▼13.4% | $92,263,460▲6.5% | $710,668,286▲3.0% | $800,631,810▲2.4% | 990 |
| 2021 | $101,520,854▲26.0% | $86,645,059▲3.4% | $689,816,205▼6.2% | $781,507,671▼5.3% | 990 |
| 2020 | $80,573,016▼22.6% | $83,758,753▼5.5% | $735,781,156▲14.7% | $824,930,363▲17.6% | 990 |
| 2019 | $104,110,165▼6.3% | $88,642,747▼1.1% | $641,567,613▲4.7% | $701,223,256▲3.1% | 990 |
| 2018 | $111,113,933▲9.0% | $89,593,467▲1.1% | $612,980,130▲4.2% | $680,358,847▲4.5% | 990 |
| 2017 | $101,922,055▲6.1% | $88,616,325▲3.6% | $588,349,557▲7.5% | $650,821,486▲6.0% | 990 |
| 2016 | $96,048,233▲15.5% | $85,565,375▲10.8% | $547,274,237▲11.6% | $613,932,030▲9.1% | 990 |
| 2015 | $83,161,048▲12.1% | $77,191,625▼1.8% | $490,310,736▼0.1% | $562,810,498▲0.5% | 990 |
| 2014 | $74,163,265▼8.7% | $78,627,542▲8.8% | $490,841,863▼0.5% | $559,869,681▲1.0% | 990 |
| 2013 | $81,216,974 | $72,235,055▲5.2% | $493,462,193▲10.8% | $554,117,639▲9.0% | 990 |
| 2012 | — | $68,666,126▲6.2% | $445,487,319▲10.8% | $508,538,201▲8.1% | 990 |
| 2011 | — | $64,639,417▲5.4% | $402,184,260 | $470,641,964▲1.4% | 990 |
| 2010 | — | $61,350,336▲5.1% | $402,110,128▲18.1% | $464,327,636▲14.7% | 990 |
| 2009 | — | $58,353,577 | $340,409,242 | $404,888,329 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
Highest-paid: Alexander D Curtis — $745,680 (0.75% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Alexander D Curtis | Head of School | 60 | $745,680 |
| Patrick T Durbin | Chief Financial Officer | 60 | $317,460 |
| Mari Jones | Dir. of Dev. & Alumni Relations | 40 | $301,516 |
| Anne Bergen | Chief Development Officer | 60 | $283,591 |
| Jennifer Elliott | Head of Student and Academic Life | 60 | $269,779 |
| Kathryn Levesque | Dean of Faculty | 60 | $203,672 |
| Mariam Cohen Jennings | Medical Director | 40 | $196,893 |
| Caroline T Brown | Trustee | 2 | — |
| Christian B Mcgrath | Trustee | 2 | — |
| Daniel G Kelly Jr | Trustee | 2 | — |
| Danya Alsaady | Trustee | 2 | — |
| David Fraze | Trustee | 2 | — |
| Elizabeth A Hogan | Trustee | 2 | — |
| Elizabeth M Ferreira | Trustee | 2 | — |
| George F Colony | Trustee | 2 | — |
| George F Pyne IV | Trustee | 2 | — |
| Gunther S Hamm | Trustee | 2 | — |
| Jungwook Ryan Hong | Trustee | 2 | — |
| Katherine B Forrest | Trustee | 2 | — |
| Kelly Green Kahn | Trustee | 2 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Abm Janitorial Services Neast Inc | Campus Janitorial Services | $2,589,860 |
| Sage Dining Services Inc | Food Service | $2,456,279 |
| Sc Schroder & Associates LLC | Construction | $2,439,445 |
| Babbidge Construction Inc | Construction | $2,178,447 |
| Adv Security Integration Llcsecurity | Construction | $699,401 |
Grants received · $29.7M total
182 grants to Choate Rosemary Hall Foundation Incorporated totaling $29.7M, reported by foundations on their Schedule I filings — showing the 15 most recent.
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Frequently asked questions
- Is Choate Rosemary Hall Foundation Incorporated a legitimate nonprofit?
- Yes. Choate Rosemary Hall Foundation Incorporated is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 06-0910420, based in Wallingford, Connecticut. Donations are tax-deductible.
- What is Choate Rosemary Hall Foundation Incorporated's EIN?
- Choate Rosemary Hall Foundation Incorporated's Employer Identification Number (EIN) is 06-0910420.
- How much revenue does Choate Rosemary Hall Foundation Incorporated report?
- Choate Rosemary Hall Foundation Incorporated reported $105,173,140 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Choate Rosemary Hall Foundation Incorporated's spending goes to programs?
- Choate Rosemary Hall Foundation Incorporated spends about 86% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Choate Rosemary Hall Foundation Incorporated have?
- CharityIndex grades Choate Rosemary Hall Foundation Incorporated A, based on program efficiency and fundraising cost.
- How much does Choate Rosemary Hall Foundation Incorporated's highest-paid employee make?
- The highest reported compensation on Choate Rosemary Hall Foundation Incorporated's latest Form 990 is $745,680, paid to Alexander D Curtis (Head of School).
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Data for Choate Rosemary Hall Foundation Incorporated (EIN 06-0910420) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.