Nonprofit screen
Screen a listPhillips Exeter Academy
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$240Mrevenue
FY2025 · +4% in 3 yrs1,314staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpending
Against similar nonprofits FY2025
Operating margin30.6%
Months of reserve8.4mo
Revenue growth (annualized)+6.5%
Middle half of peersMedianPhillips Exeter Academy
Where the money goes FY2025 · $166M spent
Programs$144M86%Management and general$13M8%Fundraising$9.4M6%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
21 of 22 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIGrowing faster than peers
Revenue up 6% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortFunders stay
85 of the 131 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists245funders
$16Ma year, last 3 years
62%from its largest funder
Funder’17’18’19’20’21’22’23The Story Garschina Foundation Co Kenneth GarschinaSince FY2019$700k$500k$1.4M$600k$600kMulberry Essence FoundationEvery year since FY2017$535k$604k$510k$500k$500k$345k$310kMs-Sc Trust FBO Phillips Exeter AcademyStopped after FY2021$143k$209k$348k$1.5M–The Charles Lafitte Florida FoundationStopped after FY2019$467k$175k$125k–Yocum Family Perpetual Charitable TrustStopped after FY2022$262k$381k–The Halfway Rock Foundation co Eunice J PanettaOn and off$78k$75k$60k$65k$65k$60kDonor-advised giftsDonors not disclosed$1.5M$1.2M$3.5M$3.0M$4.7M$17M$17M175 other fundersUp to $300k a year each$638k$561k$610k$841k$1.3M$1.1M$1.4M
FundedThrough a donor-advised fundStopped