Civic Intelligence

Chatham Hall

EIN 54-0505878 • 501(c)3 • Chatham, VA

Profile

Chatham hall prepares girls for college and for productive lives. Our rigorous educational program encourages intellectual growth, creativity, and personal responsibility. We foster the intellect and character of each student and, through our honor code, live in a community of trust. Grounded in its episcopal heritage, the school welcomes students of all faiths and backgrounds.

800 Chatham Hall CircleChatham, VA 24531

www.chathamhall.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.13x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

1.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

10th percentile

-18%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

8.4%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2025

Revenue Growth

25th percentile

-2.0%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2025

Assets

Up

$112,182,459

Up $16,786,248 (+18%) from 2023

Liabilities

Up

$14,735,456

Up $10,320,823 (+234%) from 2023

Net Assets

Up

$97,447,003

Up $6,465,425 (+7.1%) from 2023

Revenue

Down

$14,113,866

Down $594,361 (-4.0%) from 2023

Expenses

Up

$16,630,442

Up $1,476,089 (+9.7%) from 2023

Net Income

Down

-$2,516,576

Down $2,070,450 (-464%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $81,196,001Liabilities 2011: $5,254,432Net Assets 2011: $75,941,5692011Assets 2012: $74,350,211Liabilities 2012: $4,969,155Net Assets 2012: $69,381,0562012Assets 2013: $76,049,809Liabilities 2013: $5,018,225Net Assets 2013: $71,031,5842013Assets 2014: $79,915,855Liabilities 2014: $5,399,954Net Assets 2014: $74,515,9012014Assets 2015: $77,666,430Liabilities 2015: $4,844,115Net Assets 2015: $72,822,3152015Assets 2016: $75,881,688Liabilities 2016: $5,976,057Net Assets 2016: $69,905,6312016Assets 2017: $77,093,356Liabilities 2017: $6,221,102Net Assets 2017: $70,872,2542017Assets 2018: $79,716,929Liabilities 2018: $6,583,789Net Assets 2018: $73,133,1402018Assets 2019: $79,959,717Liabilities 2019: $6,472,757Net Assets 2019: $73,486,9602019Assets 2020: $83,704,861Liabilities 2020: $7,080,483Net Assets 2020: $76,624,3782020Assets 2021: $96,374,716Liabilities 2021: $5,326,307Net Assets 2021: $91,048,4092021Assets 2022: $93,224,098Liabilities 2022: $4,117,671Net Assets 2022: $89,106,4272022Assets 2023: $95,396,211Liabilities 2023: $4,414,633Net Assets 2023: $90,981,5782023Assets 2025: $112,182,459Liabilities 2025: $14,735,456Net Assets 2025: $97,447,0032025

Highlighted filing

2025

Assets$112,182,459
Liabilities$14,735,456
Net Assets$97,447,003

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $11,320,9792011Expenses 2012: $11,750,4192012Expenses 2013: $11,918,2042013Revenue 2014: $11,820,446Expenses 2014: $12,152,216Net Income 2014: -$331,7702014Revenue 2015: $13,207,004Expenses 2015: $12,082,937Net Income 2015: $1,124,0672015Revenue 2016: $8,648,263Expenses 2016: $12,233,373Net Income 2016: -$3,585,1102016Revenue 2017: $11,305,702Expenses 2017: $13,538,837Net Income 2017: -$2,233,1352017Revenue 2018: $15,730,598Expenses 2018: $13,725,254Net Income 2018: $2,005,3442018Revenue 2019: $15,258,895Expenses 2019: $15,357,859Net Income 2019: -$98,9642019Revenue 2020: $20,918,879Expenses 2020: $14,663,287Net Income 2020: $6,255,5922020Revenue 2021: $21,143,461Expenses 2021: $13,956,124Net Income 2021: $7,187,3372021Revenue 2022: $20,472,226Expenses 2022: $14,547,624Net Income 2022: $5,924,6022022Revenue 2023: $14,708,227Expenses 2023: $15,154,353Net Income 2023: -$446,1262023Revenue 2025: $14,113,866Expenses 2025: $16,630,442Net Income 2025: -$2,516,5762025

Highlighted filing

2025

Revenue$14,113,866
Expenses$16,630,442
Net Income-$2,516,576

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$14.7$97.4$14.1$16.6$2.52
2023Summary only. Only limited summary data is available for this year.$95.4$4.41$91.0$14.7$15.2$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.2$4.12$89.1$20.5$14.5$5.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.4$5.33$91.0$21.1$14.0$7.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.7$7.08$76.6$20.9$14.7$6.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.0$6.47$73.5$15.3$15.4$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.7$6.58$73.1$15.7$13.7$2.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.1$6.22$70.9$11.3$13.5$2.23
2016Detailed filing. Detailed filing data is available for this year.$75.9$5.98$69.9$8.65$12.2$3.59
2015Summary only. Only limited summary data is available for this year.$77.7$4.84$72.8$13.2$12.1$1.12
2014Detailed filing. Detailed filing data is available for this year.$79.9$5.40$74.5$11.8$12.2$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.0$5.02$71.0$11.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$4.97$69.4$11.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.2$5.25$75.9$11.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$14,113,866
Mission and Program Overview

Mission

Chatham hall prepares girls for college and productive lives. Our rigorous education program encourages intellectual growth, creativity, and personal responsibility. We foster the intellect and character of each student and, throughout our honor code, live in a community of trust. Grounded in its episcopal heritage, the school welcomes students of all faiths and backgrounds.

Chatham hall prepares girls for college and for productive lives. Our rigorous educational program encourages intellectual growth, creativity, and personal responsibility. We foster the intellect and character of each student and, through our honor code, live in a community of trust. Grounded in its episcopal heritage, the school welcomes students of all faiths and backgrounds. Chatham hall is at the forefront of all-girls education. We value academic excellence, inspire integrity, and instill global responsibility in tomorrow's leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$27,377,607$35,858,479▲ $8,480,872
Investments Other Securities$36,182,737$34,777,862▼ $1,404,875
Investments in Publicly Traded Securities$32,317,423$33,305,016▲ $987,593
Savings and Temporary Cash Investments$6,197,763$5,623,177▼ $574,586
Pledges and Grants Receivable$3,290,002$1,957,600▼ $1,332,402
Prepaid Expenses and Deferred Charges$179,873$228,102▲ $48,229
Cash and Non-Interest-Bearing Accounts$283,799$212,706▼ $71,093
Accounts Receivable$7,293$46,426▲ $39,133
Inventories for Sale or Use$20,850$21,693▲ $843
Total Assets$106,009,143$112,182,459▲ $6,173,316
Other Assets Total$151,796$151,398▼ $398
Liabilities
Unsecured Notes Loans Payable$4,389,918$11,470,634▲ $7,080,716
Deferred Revenue$2,490,572$2,217,829▼ $272,743
Tax Exempt Bond Liabilities$1,158,063$836,194▼ $321,869
Accounts Payable and Accrued Expenses$164,109$209,665▲ $45,556
Other Liabilities$6,014$1,134▼ $4,880
Total Liabilities$8,208,676$14,735,456▲ $6,526,780
Net Assets / Fund Balance
Net Assets With Donor Restrictions$72,498,405$64,363,932▼ $8,134,473
Net Assets Without Donor Restrictions$25,302,062$33,083,071▲ $7,781,009
Total Net Assets Fund Balance$97,800,467$97,447,003▼ $353,464
Total Liabilities and Net Assets / Fund Balance$106,009,143$112,182,459▲ $6,173,316

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$34,776,598$17,428,778$52,205,376
Equipment$790,590$7,094,444$7,885,034
Other Land Buildings$147,019$767,846$914,865
Land$144,272-$144,272
Other Securities$34,777,862--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$69,942,745$293,739▲ $5,338,826$6,045,679$69,813,381
2023$67,189,773$325,914▲ $6,630,754$4,203,696$69,942,745
2022$64,527,001$1,479,979▲ $5,135,849$3,953,056$67,189,773
2021$69,938,894$2,324,749▼ $4,262,025$3,474,617$64,527,001
2020$58,676,890$258,062▲ $14,223,034$3,219,092$69,938,894
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara StephensonRectorFT$138,832$48,973$187,805
Jennifer HiltwineChief Financial OfficerFT$160,483$23,878$184,361
Martha GriswoldAcademic DeanFT$118,219$11,846$130,065
Christian ProctorActing Head of SchoolFT$102,953$14,261$117,214
CARNEY O'BRIENDirector of Strategic Enrollment ManagementFT$100,027$12,814$112,841

Highest Paid Contractors

ContractorServicesLocationCompensation
Jamerson LewisConstruction Services1306 STEPHENSON AVENUE, Lynchburg, VA 24501$7,127,366
The Budd Group INCMaintenance & Housekeeping218 INDUSTRIAL AVENUE, Greensboro, NC 27406$1,025,642
Meriwether-godsey INCDining Services4944 OLD BOONSBORO ROAD, Lynchburg, VA 24503$795,651
Blair Construction INCConstruction ServicesPO BOX 612, Gretna, VA 24557$551,289
Cascio & Son's ConstructionConstruction Services3712 SOUTH AMHERST HIGHWAY, Madison Heights, VA 24572$315,289
Revenue and Support

Revenue Composition

Contributions and Grants
$2,514,505
Program Service Revenue
$8,218,651
Investment Income
$3,191,569
Other Revenue
$189,141
All Other Contributions
$2,514,505
Change in Net Assets
$-2,516,576

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded34$381,048Fair Market Value (FMV)
Other Non Cash Contri Table2$79,999Fair Market Value (FMV)
Other Non Cash Contri Table2$5,600Fair Market Value (FMV)
Total Noncash Contributions38$466,647-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,147,031
Revenue Not Reported on Financial Statements
$3,966,835
Revenue Not Reported on Form 990
$2,163,112
Other Revenue Adjustments
$3,523,187
Total Revenue per Audited Statements
$12,310,143
Total Revenue per Form 990
$14,113,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,810,310
Salaries, Compensation, and Employee Benefits$5,296,945
Grants and Similar Amounts Paid$3,523,187
Total Fundraising Expense$1,076,798
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,830,589$1,317,273$538,558$4,686,420
Grants to Domestic Individuals$3,523,187--$3,523,187
Depreciation Depletion$1,118,729--$1,118,729
Insurance$412,475$386,618$51,764$850,857
Fees for Services Other$444,564$236,753$22,848$704,165
Fees for Service Investment Mgmnt Fees-$443,648-$443,648
All Other Expenses$293,178-$133,864$427,042
Occupancy$353,496$41,131-$394,627
Payroll Taxes$214,831$98,298$40,341$353,470
Pension Plan Contributions$141,844$87,477$27,734$257,055
Advertising$101,926$98,509$34,737$235,172
Travel$41,276$61,298$107,387$209,961
Information Technology$42,796$157,952$210$200,958
Interest$143,908$5,132-$149,040
Other Expenses$109,197$9,802$23,606$142,605
Office Expenses$86,227$11,391$3,851$101,469
Conferences and Meetings$22,245$38,706$10,133$71,084
Fees for Services Legal-$56,050-$56,050
Fees for Services Accounting-$37,600-$37,600
Total Functional Expenses$12,240,725$3,312,919$1,076,798$16,630,442

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,630,442
Expenses per Audited Statements$12,663,607
Total Expenses per Audited Statements$12,663,607
Expenses Not Reported on Financial Statements$3,966,835
Other Expense Adjustments$3,523,187
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$9,816,449

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Various Limited Partnership InterestsAdmission Expenses00$7,217,135
North America - Canada and Mexico, But Not the United StatesProgram ServicesAdmission Expenses00$2,041,459
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Program ServicesAdmission Expenses00$502,820
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Various Limited Partnership Interests-00$21,539
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesAdmission Expenses00$15,688
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ServicesAdmission Expenses00$14,631
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesAdmission Expenses00$3,177
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Various Limited Partnership Interests-00-
Europe (including Iceland & Greenland)Program Services-00-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$1,134

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIndustrial Development Authority of Danville Virginia2007-12-01$4,600,000EDUCATIONAL FACILITIES

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,600,000-$3,763,806$102,630

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board of trustees review and comment on the form 990 before a final version is filed

Form 990, Part VI, Section B, Line 12C

The board of trustees reviews the conflict of interest policy and all members are required to sign the policy each fall at the regular board meeting.

Form 990, Part VI, Section B, Line 15A

The salary of the rector is reviewed by the board of trustees

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Chatham Hall
EIN
54-0505878
Phone
4344322941
Address
800 CHATHAM HALL CIRCLE, CHATHAM, VA 24531

Signing Officer

Name
Jennifer Hiltwine
Title
CFO
Phone
4344322941
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Hiltwine
Formed
1894
Legal Domicile
Va
Voting Board Members
20
Independent Board Members
20
Employees
125
Volunteers
50

Preparer

Firm
Brown Edwards & Company Llp
Address
3906 ELECTRIC ROAD, ROANOKE, VA 24018
Preparer
Patrick Pittman
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in valuation of beneficial interest 10,505. Rounding

Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The endowment includes both donor-restricted endowment funds established for scholarships, school programs, and operational uses, as well as funds designated by the board of trustees to function as endowments.

PART X, LINE 2:

The school is exempt from income taxes under section 501(c)(3) of the internal revenue code. The school has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with guidance established by the financial accounting standards board and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the school.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of beneficial interest 10,505.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Financial aid and scholarships shown net on financials 3,523,187.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid and scholarships shown net on financials 3,523,187.

Raw XML AppendixShowing 400 of 865 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHATHAM HALL PREPARES GIRLS FOR COLLEGE AND FOR PRODUCTIVE LIVES. OUR RIGOROUS EDUCATIONAL PROGRAM ENCOURAGES INTELLECTUAL GROWTH, CREATIVITY, AND PERSONAL RESPONSIBILITY. WE FOSTER THE INTELLECT AND CHARACTER OF EACH STUDENT AND, THROUGH OUR HONOR CODE, LIVE IN A COMMUNITY OF TRUST. GROUNDED IN ITS EPISCOPAL HERITAGE, THE SCHOOL WELCOMES STUDENTS OF ALL FAITHS AND BACKGROUNDS. CHATHAM HALL IS AT THE FOREFRONT OF ALL-GIRLS EDUCATION. WE VALUE ACADEMIC EXCELLENCE, INSPIRE INTEGRITY, AND INSTILL GLOBAL RESPONSIBILITY IN TOMORROW'S LEADERS.
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IRS990/Desc0CHATHAM HALL IS A BOARDING SCHOOL OF APPROXIMATELY 120 STUDENTS, FOUNDED IN 1894 SERVES GRADE 9-12. CHATHAM HALL DELIVERS A RIGOROUS EDUCATIONAL PROGRAM ENCOURAGING INTELLECTUAL GROWTH, CREATIVITY AND PERSONAL RESPONSIBILITY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt20RECTOR
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IRS990/MissionDesc0CHATHAM HALL PREPARES GIRLS FOR COLLEGE AND FOR PRODUCTIVE LIVES. OUR RIGOROUS EDUCATIONAL PROGRAM ENCOURAGES INTELLECTUAL GROWTH, CREATIVITY, AND PERSONAL RESPONSIBILITY. WE FOSTER THE INTELLECT AND CHARACTER OF EACH STUDENT AND, THROUGH OUR HONOR CODE, LIVE IN A COMMUNITY OF TRUST. GROUNDED IN ITS EPISCOPAL HERITAGE, THE SCHOOL WELCOMES STUDENTS OF ALL FAITHS AND BACKGROUNDS. CHATHAM HALL IS AT THE FOREFRONT OF ALL-GIRLS EDUCATION. WE VALUE ACADEMIC EXCELLENCE, INSPIRE INTEGRITY, AND INSTILL GLOBAL RESPONSIBILITY IN TOMORROW'S LEADERS.
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