Nonprofit · EIN 54-0528203
COLLEGIATE SCHOOL
Tax-exempt · RICHMOND, VA 23229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $65,124,818 | $63,374,054 | $1,750,764 | $183,719,613 | $32,729,355 | $150,990,258 |
| June 30, 2024 | 990 | $64,097,210 | $61,145,741 | $2,951,469 | $177,169,569 | $35,066,361 | $142,103,208 |
| June 30, 2023 | 990 | $64,649,067 | $58,205,600 | $6,443,467 | $170,914,242 | $35,923,532 | $134,990,710 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,570,183
- Program service revenue
- $56,660,037
- Investment income
- $3,611,918
- Net rental income
- $92,964
- Net gain from sales of assets
- $1,607,155
- Net income from fundraising events
- $69,017
- Net income from sales of inventory
- $120,699
- Other revenue
- $282,680
Expenses
- Grants and similar amounts paid
- $5,197,935
- Compensation of officers, directors and key employees
- $1,364,006
- Other salaries and wages
- $31,213,842
- Salaries, compensation and benefits (total)
- $41,133,558
- Professional fundraising fees
- $0
- Legal fees
- $129,908
- Accounting fees
- $71,647
- Occupancy
- $1,705,758
- Travel
- $145,497
- Depreciation
- $4,724,455
- Program services (functional)
- $55,368,091
- Management and general (functional)
- $6,287,621
- Fundraising (functional)
- $1,718,342
Balance sheet and other
- Total assets, start of year
- $177,169,569
- Total assets, end of year
- $183,719,613
- Total liabilities, end of year
- $32,729,355
- Net assets, end of year
- $150,990,258
- Land, buildings and equipment
- $53,527,101
- Publicly traded securities
- $40,950,443
- Net assets without donor restrictions
- $83,805,087
- Net assets with donor restrictions
- $67,185,171
- Gross unrelated business income
- $437,623
- Gross receipts
- $76,762,433
- Employees
- 731
- Volunteers
- 700
- Year formed
- 1915
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFERY W MANCABELLI | HEAD OF SCHOOL - BEGAN 7/1/24 Trustee or director, Officer | 40 | $365,074 | $37,687 |
| PHYLLIS PALMIERO | CFO & COO Officer | 40 | $305,339 | $67,296 |
| WILLIAM S PEEBLES IV | INT. HEAD OF SCHOOL - UNTIL 6/30/24 Former | 40 | $371,335 | $816 |
| LOUIS FIERRO | DIRECTOR OF INFORMATION TE Highest-paid employee | 40 | $150,463 | $95,393 |
| TUNG TRINH | DEAN OF FACULTY Highest-paid employee | 40 | $170,528 | $74,741 |
| PATRICK E LOACH | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $175,645 | $50,689 |
| KRISTEN O WILLIAMS | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $175,792 | $38,487 |
| DEBORAH MILLER | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $160,971 | $26,916 |
| DEBORAH CLABO | ASSISTANT SECRETARY Officer | 40 | $83,980 | $19,522 |
| W HILDEBRANDT SURGNER JR | CHAIRMAN OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| KENNETH P RUSCIO | VICE CHAIRMAN OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| NEELAN A MARKEL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CARTER M REID | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELLEN T BONBRIGHT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CALLIE LACY BRACKETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAYME BETH F DONOHUE | TRUSTEE Trustee or director | 2 | $0 |
| MASON T CHAPMAN | TRUSTEE Trustee or director | 2 | $0 |
| WORTIE FERRELL II | TRUSTEE Trustee or director | 2 | $0 |
| MEERA PAHUJA | TRUSTEE Trustee or director | 2 | $0 |
| J CHEAIRS PORTER JR | TRUSTEE Trustee or director | 2 | $0 |
| JOHN H RIVERS JR | TRUSTEE Trustee or director | 2 | $0 |
| JOANN ADRALES RUH | TRUSTEE Trustee or director | 2 | $0 |
| MALCOLM S MCDONALD | TRUSTEE Trustee or director | 2 | $0 |
| MORENIKE K MILES | TRUSTEE Trustee or director | 2 | $0 |
| JULIOUS P SMITH III | TRUSTEE Trustee or director | 2 | $0 |
| WALLACE G STETTINIUS | TRUSTEE Trustee or director | 2 | $0 |
| WALLACE STETTINIUS | TRUSTEE EMERITUS Trustee or director | 2 | $0 |
| R GREGORY WILLIAMS | TRUSTEE EMERITUS Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM S PEEBLES IV | INTERIM HEAD OF SCHOOL Trustee or director, Officer | 40 | $606,977 | $2,007 |
| PHYLLIS PALMIERO | CFO & COO Officer | 40 | $285,716 | $66,538 |
| LOUIS FIERRO | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $142,182 | $95,561 |
| TUNG TRINH | HEAD OF MIDDLE SCHOOL/DEAN OF FACULTY Highest-paid employee | 40 | $164,517 | $72,876 |
| KRISTEN O WILLIAMS | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $169,007 | $67,579 |
| PATRICK E LOACH | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $166,261 | $66,798 |
| DEBORAH MILLER | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $150,499 | $27,463 |
| DEBORAH CLABO | ASSISTANT SECRETARY Officer | 40 | $80,950 | $18,534 |
| CARTER M REID | CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| W HILDEBRANDT SURGNER JR | VICE CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| NEELAN A MARKEL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ELLEN T BONBRIGHT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CALLIE LACY BRACKETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAYME BETH F DONOHUE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MASON T CHAPMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WORTIE FERRELL II | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEERA PAHUJA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| J CHEAIRS PORTER JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN H RIVERS JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER E MAHONEY SR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOANN ANDRALES RUH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MALCOLM S MCDONALD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MORENIKE K MILES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIOUS P SMITH III | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KENNETH P RUSCIO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WALLACE STETTINIUS | TRUSTEE EMERITUS Trustee or director | 2 | $0 | $0 |
| R GREGORY WILLIAMS | TRUSTEE EMERITUS Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PENNY EVINS | PRESIDENT/HEAD OF SCHOOL TO 7/31/22 Trustee or director, Officer | 40 | $1,404,470 | $48,950 |
| PHYLLIS PALMIERO | CFO & COO Officer | 40 | $274,067 | $57,271 |
| WILLIAM S PEEBLES IV | INTERIM HEAD OF SCHOOL FROM 8/1/22 Trustee or director, Officer | 40 | $266,193 | $876 |
| KRISTEN O WILLIAMS | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $163,465 | $65,967 |
| PATRICK E LOACH | HEAD OF UPPER SCHOOL Highest-paid employee | 40 | $159,024 | $66,776 |
| TUNG TRINH | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $157,589 | $51,518 |
| COURTNEY MARTIN | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $174,351 | $24,045 |
| DEBORAH MILLER | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $142,648 | $26,727 |
| DEBORAH CLABO | ASSISTANT SECRETARY Officer | 40 | $72,050 | $17,729 |
| CARTER M REID | CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| W HILDEBRANDT SURGNER JR | VICE CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| JOHN W MARTIN | IMMEDIATE PAST CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| NEELAN A MARKEL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ELLEN T BONBRIGHT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CALLIE LACY BRACKETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAYME BETH F DONOHUE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MASON T CHAPMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEERA PAHUJA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EUCHARIA N JACKSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| J CHEAIRS PORTER JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN H RIVERS JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER E MAHONEY SR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MALCOLM S MCDONALD | LIFE TRUSTEE Trustee or director | 2 | $0 | $0 |
| MORENIKE K MILES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIOUS P SMITH III | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KENNETH P RUSCIO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIELLE D SCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| L MARK STEPANIAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WALLACE STETTINIUS | LIFE TRUSTEE Trustee or director | 2 | $0 | $0 |
| R GREGORY WILLIAMS | LIFE TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 103 N MOORELAND RD, RICHMOND, VA 23229-7709
- In care of
- % MISSY ROBERTS
- Principal officer (990 for 2024)
- PHYLLIS PALMIERO, 103 NORTH MOORELAND ROAD, RICHMOND, VA 23229
- Signed the 990
- PHYLLIS PALMIERO, CFO & COO
- Phone
- (804) 740-7077
- Website
- WWW.COLLEGIATE-VA.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO CREATE A DIVERSE AND INCLUSIVE COMMUNITY OF LEARNERS COMMITTED TO A CHALLENGING AND SUPPORTIVE EDUCATIONAL EXPERIENCE THAT WILL FOSTER THE INTELLECTUAL, MORAL, EMOTIONAL, AND PHYSICAL DEVELOPMENT OF EACH STUDENT.
Program accomplishments
- INSTRUCTIONAL: COLLEGIATE SCHOOL PROVIDED JUNIOR KINDERGARTEN THROUGH TWELFTH GRADE EDUCATION TO 1,690 STUDENTS. COLLEGIATE OPERATES TWO CAMPUSES: THE 55-ACRE MAIN ACADEMIC CAMPUS, LOCATED IN WESTERN HENRICO COUNTY, AND THE ROBINS CAMPUS, A 180-ACRE ATHLETIC CAMPUS, LOCATED IN EASTERN GOOCHLAND COUNTY. THE MAIN CAMPUS COMPRISES THE LOWER SCHOOL, MIDDLE SCHOOL AND UPPER SCHOOL AND IS ALSO HOME TO THE HERSHEY CENTER FOR THE ARTS, GROVER JONES ATHLETIC FIELD, THE SHARP ACADEMIC COMMONS AND THREE LIBRARIES. PROGRAM DESCRIPTION CONTINUED ON SCHEDULE O.Expenses $50,866,259 · grants $5,197,935 · revenue $50,853,617
- AUXILIARIES AND OTHER PROGRAMS - THE SCHOOL OPERATES, FOR THE BENEFIT AND CONVENIENCE OF PARENTS, STUDENTS, AND ALUMNI, SEVERAL AUXILIARY SERVICES INCLUDING FOOD SERVICE (CAFETERIAS), A CAMPUS BOOKSTORE, AFTER SCHOOL PROGRAMS, SUMMER CAMPS, YOUTH SPORTS, AND PRIVATE MUSIC INSTRUCTION, AMONG OTHERS.Expenses $4,501,832 · revenue $5,927,119
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0528203
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $183,719,613
- Income (IRS master file)
- $76,762,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $65,124,818 | $63,374,054 | $183,719,613 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $64,097,210 | $61,145,741 | $177,169,569 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $64,649,067 | $58,205,600 | $170,914,242 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $56,461,379 | $56,342,224 | $167,036,679 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0528203).
Questions about COLLEGIATE SCHOOL
- What is the EIN of COLLEGIATE SCHOOL?
- The employer identification number (EIN) of COLLEGIATE SCHOOL is 54-0528203.
- Is COLLEGIATE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to COLLEGIATE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLLEGIATE SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COLLEGIATE SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLLEGIATE SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COLLEGIATE SCHOOL?
- The 990 for the year ended June 30, 2025 names PHYLLIS PALMIERO.
- Who are the officers and directors of COLLEGIATE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 28 people; 9 received compensation from the organization, the highest $365,074 (JEFFERY W MANCABELLI, HEAD OF SCHOOL - BEGAN 7/1/24).
- How much revenue does COLLEGIATE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $65,124,818, expenses of $63,374,054 and total assets of $183,719,613 at year end.
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