WOODBERRY FOREST SCHOOL Charity Report

Public IRS 990 nonprofit record

WOODBERRY FOREST SCHOOL

EIN 54-0519590 · Education (B250)

What they do

FORM 990, PART III, LINE 1, DESCRIPTION of ORGANIZATION MISSION:

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Should I give to this charity?

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Look at where the money went

Of every $100 spent, about $82.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders35 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

58.96%of revenue went to mission work82.0% of expenses · Program services

4.95%of revenue went to fundraising6.9% of expenses

$71.94spent for every $100 of revenueRevenue covered expenses this year.

8.03%of revenue went to management and office costs11.2% of expenses

$12.91in assets for every $1 spent this yearSome assets cannot be spent right away.

39.6%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $774,751 for BYRON CJ HULSEY (HEADMASTER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$73,125,829

Mission workProgram services$43,115,45558.96% of revenue82.0% of expenses

ManagementOffice and general costs$5,871,8768.03% of revenue11.2% of expenses

FundraisingAsking for donations$3,619,4004.95% of revenue6.9% of expenses

Revenue left after expensesReported annual surplus$20,519,09828.06% of revenueShown in gray on the chart

Total expenses$52,606,73171.94% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 82.0% mission · 11.2% management · 6.9% fundraisingTotal expenses: 71.94% of revenue

2023Expense mix: 82.4% mission · 11.1% management · 6.5% fundraisingTotal expenses: 62.18% of revenue

2022Expense mix: 82.6% mission · 10.9% management · 6.5% fundraisingTotal expenses: 108.52% of revenue

2020Expense mix: 84.2% mission · 10.4% management · 5.4% fundraisingTotal expenses: 80.67% of revenue

2019Expense mix: 82.9% mission · 11.0% management · 6.1% fundraisingTotal expenses: 83.64% of revenue

2018Expense mix: 82.6% mission · 11.3% management · 6.1% fundraisingTotal expenses: 60.08% of revenue

2017Expense mix: 83.3% mission · 10.4% management · 6.3% fundraisingTotal expenses: 70.57% of revenue

2016Expense mix: 80.3% mission · 14.6% management · 5.0% fundraisingTotal expenses: 83.61% of revenue

Money in and money out

Revenue$73,125,829

Expenses$52,606,731

Annual surplus $20,519,098 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$43,115,455 · 82.0% of expenses

Management and office costs$5,871,876 · 11.2% of expenses

Fundraising$3,619,400 · 6.9% of expenses

See all reported dollar amounts

Revenue$73,125,829

Expenses$52,606,731

Assets$678,940,138

Income$155,932,591

Contributions$28,921,410

Mission work (program services)$43,115,455

Fundraising$3,619,400

Management and general$5,871,876

Stocks and bonds$54,103,937

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

BYRON CJ HULSEYHEADMASTER · 40 hrs/week $774,751Base $730,603 · Other $44,148

ANDREW C ELLISTREASURER · 40 hrs/week $344,281Base $291,690 · Other $52,591

CATHERINE B WHARTONASSISTANT HEADMASTER FOR E · 40 hrs/week $312,491Base $267,050 · Other $45,441

KENNY W DEANE JRCHIEF OPERATING OFFICER · 40 hrs/week $235,878Base $190,261 · Other $45,617

LAWRENCE CALLAHANDIRECTOR OF STRATEGIC COMMUNICATIONS · 40 hrs/week $216,925Base $183,906 · Other $33,019

KARLA VARGAS-KENNEDYASSISTANT HEADMASTER - ENR · 40 hrs/week $212,081Base $184,279 · Other $27,802

REED F DAVISDIRECTOR OF OPERATIONS · 40 hrs/week $189,479Base $147,483 · Other $41,996

MATHEW HASTINGSASSISTANT HEADMASTER FOR INSTITUTIONAL ADVANCEMENT · 40 hrs/week $185,132Base $141,871 · Other $43,261

RUSSELL LEWISDIRECTOR OF FACILITIES · 40 hrs/week $168,283Base $146,264 · Other $22,019

TABATHA ONEILLSECRETARY · 40 hrs/week $114,336Base $88,444 · Other $25,892

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (35)

BYRON CJ HULSEYHEADMASTER

ANDREW C ELLISTREASURER

CATHERINE B WHARTONASSISTANT HEADMASTER FOR E

KENNY W DEANE JRCHIEF OPERATING OFFICER

LAWRENCE CALLAHANDIRECTOR OF STRATEGIC COMMUNICATIONS

KARLA VARGAS-KENNEDYASSISTANT HEADMASTER - ENR

REED F DAVISDIRECTOR OF OPERATIONS

MATHEW HASTINGSASSISTANT HEADMASTER FOR INSTITUTIONAL ADVANCEMENT

RUSSELL LEWISDIRECTOR OF FACILITIES

TABATHA ONEILLSECRETARY

RITA W ROSSTRUSTEE

NELSON O FITTSTRUSTEE

OWEN D THOMASCHAIRMAN

RAGAN FOLANTRUSTEE

HARRY FRAZIER IVTRUSTEE

ROBERT T DOOLEY IIITRUSTEE

SUHRID S GAJENDRAGADKARTRUSTEE

WILLIAM M JAMESTRUSTEE

ZACHARY A MERRIMANTRUSTEE

J KWAME SOM-PIMPONGTRUSTEE

HOPE H BRYANTTRUSTEE

HARLEY S GARRISONTRUSTEE

EDWARD W VALENTINETRUSTEE

EDWARD M DEALTRUSTEE

EDWARD L BAKER IITRUSTEE

EDWARD DC CAMPBELL JRTRUSTEE

DAMIEN R DWINTRUSTEE

D MATTHEW MIDDELTHONTRUSTEE

D BRUCE CHRISTIANTRUSTEE

CLAY E THOMSONTRUSTEE

CARLA J WARLOWTRUSTEE

BRODERICK C DUNNTRUSTEE

BENJAMIN R WALL IITRUSTEE

BENJAMIN H DAVISTRUSTEE

AURELIA S MONKTRUSTEE

About this charity

Recognized since: January 1932
Location: 898 WOODBERRY FOREST RD, WOODBERRY FOR, VA 22989-8002
County: Madison
In care of: KENNETH W DEANE
Primary officer: KENNETH W DEANE, CHIEF OPERATING OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(540) 672-3900

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: HANTZMON WIEBEL LLP
NTEE classification: Education (B250)

WOODBERRY FOREST SCHOOL

WOODBERRY FOREST SCHOOL

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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