Nonprofit · EIN 54-0682401
GRAFTON SCHOOL INCORPORATED
Tax-exempt · WINCHESTER, VA 22601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $78,983,443 | $76,444,697 | $2,538,746 | $68,312,692 | $14,241,514 | $54,071,178 |
| June 30, 2024 | 990 | $73,963,435 | $69,094,144 | $4,869,291 | $65,023,929 | $14,100,955 | $50,922,974 |
| June 30, 2023 | 990 | $58,914,673 | $59,734,043 | -$819,370 | $59,282,442 | $14,454,747 | $44,827,695 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,387,152
- of which government grants
- $1,147,881
- Program service revenue
- $75,464,795
- Investment income
- $506,413
- Net gain from sales of assets
- -$17,833
- Net income from sales of inventory
- $1,447,654
- Other revenue
- $1,625,083
Expenses
- Grants and similar amounts paid
- $4,364
- Compensation of officers, directors and key employees
- $2,154,791
- Other salaries and wages
- $45,690,620
- Salaries, compensation and benefits (total)
- $59,152,964
- Professional fundraising fees
- $0
- Legal fees
- $356,842
- Accounting fees
- $59,958
- Occupancy
- $3,485,527
- Travel
- $889,607
- Depreciation
- $2,606,683
- Program services (functional)
- $66,942,506
- Management and general (functional)
- $9,502,191
Balance sheet and other
- Total assets, start of year
- $65,023,929
- Total assets, end of year
- $68,312,692
- Total liabilities, end of year
- $14,241,514
- Net assets, end of year
- $54,071,178
- Land, buildings and equipment
- $26,696,988
- Publicly traded securities
- $12,044,499
- Net assets without donor restrictions
- $53,673,273
- Net assets with donor restrictions
- $397,905
- Gross unrelated business income
- -$25,283
- Gross receipts
- $87,357,259
- Employees
- 1,069
- Volunteers
- 13
- Year formed
- 1960
- 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 |
|---|---|---|---|---|
| JAMES STEWART | CHIEF EXECUTIVE OFFICER Officer | 40 | $493,492 | $54,516 |
| ROBIA A FIELDS | MEDICAL DIRECTOR Highest-paid employee | 40 | $312,304 | $15,451 |
| JULIE E LEWERENZ | PROGRAM PSYCHIATRIST Highest-paid employee | 40 | $276,561 | $21,368 |
| ANGELA BROWN | CHIEF FINANCIAL OFFICER Officer | 40 | $220,901 | $35,422 |
| VANESSA LANE | CHIEF ADMINISTRATIVE OFFIC Officer | 40 | $236,071 | $18,616 |
| KENT HOUCHINS | COO, COMMUNITY-BASED PROGR Officer | 40 | $223,564 | $21,049 |
| KIMBERLY SANDERS | PRESIDENT, UKERU SYSTEMS Officer | 40 | $230,337 | $11,416 |
| MARY SCHORN-RHODA | NURSE PRACTITIONER Highest-paid employee | 40 | $199,485 | $21,680 |
| JAMES SANDERS | COO FACILITY BASED PROGRAM Officer | 40 | $204,295 | $11,304 |
| STEPHANIE DIXON | CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $199,832 | $14,634 |
| JOHN SCOTT ZEITER | CLINICAL CONSULTANT Highest-paid employee | 29.53 | $175,834 | $10,481 |
| KOFI AMOFAH | REGISTERED NURSE Highest-paid employee | 65 | $178,787 | $2,925 |
| ALLYSON DAVIS | CHIEF EDUCATION STRATEGY OFFICER Officer | 40 | $160,100 | $6,662 |
| BRIAN S PARTLOW | CHAIRMAN Trustee or director, Officer | 0.9 | $0 | $0 |
| DOROTHY ANNE MEDINA | VICE CHAIRMAN Trustee or director, Officer | 0.75 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNADINE DYKES | TREASURER Trustee or director, Officer | 0.75 | $0 |
| GEMMA BROOKS | SECRETARY Trustee or director, Officer | 0.75 | $0 |
| JOHN WILLINGHAM | DIRECTOR Trustee or director | 0.37 | $0 |
| DANIEL L CARTO | DIRECTOR Trustee or director | 0.37 | $0 |
| KEVIN J CALLANAN | DIRECTOR Trustee or director | 0.37 | $0 |
| PETER WARREN | DIRECTOR Trustee or director | 0.37 | $0 |
| CHELSEA HESTER | DIRECTOR Trustee or director | 0.37 | $0 |
| KEN BERGER | DIRECTOR Trustee or director | 0.37 | $0 |
| DEBORAH CAGLE WELLS | DIRECTOR Trustee or director | 0.37 | $0 |
| MATTHEW COLLINS | DIRECTOR Trustee or director | 0.37 | $0 |
| MINA FONSECA | DIRECTOR Trustee or director | 0.37 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES STEWART | CHIEF EXECUTIVE OFFICER Officer | 40 | $439,409 | $52,706 |
| ROBIA A FIELDS | MEDICAL DIRECTOR Highest-paid employee | 40 | $275,332 | $14,987 |
| JULIE E LEWERENZ | PROGRAM PSYCHIATRIST Highest-paid employee | 40 | $263,440 | $19,966 |
| KENT HOUCHINS | COO, COMMUNITY-BASED PROGROM Officer | 40 | $217,644 | $24,267 |
| JOHN SCOTT ZEITER | CHIEF CLINICAL OFFICER Officer | 40 | $218,362 | $20,061 |
| KIMBERLY SANDERS | PRESIDENT, UKERU SYSTEMS Officer | 40 | $225,466 | $10,785 |
| VANESSA LANE | CHIEF ADMINISTRATIVE OFFIC Officer | 40 | $211,398 | $17,495 |
| ANGELA BROWN | CHIEF FINANCIAL OFFICER Officer | 40 | $188,229 | $35,214 |
| JAMES SANDERS | COO FACILITY BASED PROGRAM Officer | 40 | $190,972 | $10,660 |
| STEPHANIE DIXON | VP, HUMAN RESOURCES Officer | 40 | $182,485 | $15,517 |
| MARY SCHORN-RHODA | NURSE PRACTITIONER Highest-paid employee | 40 | $174,148 | $22,969 |
| JEAN W GUILLOUX | BOARD CERTIFIED BEHAVIOR ANALYST Highest-paid employee | 40 | $158,113 | $16,380 |
| MELISSA HOGAN | CASE MANAGER Highest-paid employee | 40 | $162,354 | $11,486 |
| BRIAN S PARTLOW | CHAIRMAN Trustee or director, Officer | 0.9 | $0 | $0 |
| JOHN WILLINGHAM | VICE CHAIRMAN Trustee or director, Officer | 0.75 | $0 | $0 |
| BERNADINE DYKES | TREASURER Trustee or director, Officer | 0.75 | $0 | $0 |
| DOROTHY ANNE MEDINA | SECRETARY Trustee or director, Officer | 0.75 | $0 | $0 |
| GEMMA BROOKS | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| DANIEL L CARTO | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| KEVIN J CALLANAN | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| PETER WARREN | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| CHELSEA HESTER | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| KEN BERGER | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| DEBORAH CAGLE WELLS | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| MATTHEW COLLINS | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
| MINA FONSECA | DIRECTOR Trustee or director | 0.37 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES STEWART | CHIEF EXECUTIVE OFFICER Officer | 40 | $363,759 | $50,679 |
| ROBIA A FIELDS | MEDICAL DIRECTOR Highest-paid employee | 40 | $259,091 | $13,794 |
| JULIE E LEWERENZ | PROGRAM PSYCHIATRIST Highest-paid employee | 40 | $252,850 | $18,475 |
| KENT HOUCHINS | COO, COMMUNITY-BASED PROGRAMS Officer | 40 | $219,179 | $25,614 |
| JOHN SCOTT ZEITER | CHIEF CLINICAL OFFICER Officer | 40 | $214,831 | $27,096 |
| KIMBERLY SANDERS | PRESIDENT, UKERU SYSTEMS Officer | 40 | $227,371 | $10,060 |
| VANESSA LANE | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $201,353 | $16,248 |
| JAMES SANDERS | COO FACILITY BASED PROGRAM Officer | 40 | $190,925 | $9,909 |
| ANGELA BROWN | VP, FINANCE Officer | 40 | $140,468 | $33,305 |
| JEAN W GUILLOUX | BOARD CERTIFIED BEHAVIOR ANALYST Highest-paid employee | 40 | $149,059 | $15,273 |
| ALLYSON H DAVIS | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $141,460 | $4,959 |
| RAYMOND CROSEN | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $119,872 | $9,725 |
| STEPHANIE DIXON | VP, HUMAN RESOURCES Officer | 40 | $48,191 | $5,182 |
| BRIAN S PARTLOW | CHAIRMAN Trustee or director, Officer | 0.38 | $0 | $0 |
| JOHN WILLINGHAM | VICE CHAIRMAN Trustee or director, Officer | 0.23 | $0 | $0 |
| BERNADINE DYKES | TREASURER Trustee or director, Officer | 0.38 | $0 | $0 |
| ANNIE MEDINA | SECRETARY Trustee or director, Officer | 0.23 | $0 | $0 |
| GEMMA BROOKS | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DANIEL L CARTO | DIRECTOR Trustee or director | 0.38 | $0 | $0 |
| KEVIN J CALLANAN | DIRECTOR Trustee or director | 0.38 | $0 | $0 |
| PETER WARREN | DIRECTOR Trustee or director | 0.38 | $0 | $0 |
| CHELSEA HESTER | DIRECTOR Trustee or director | 0.38 | $0 | $0 |
| KEN BERGER | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| DEBORAH CAGLE WELLS | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| JERRY B PARTLOW | CHAIRMAN PARTIAL TERM Trustee or director, Officer | 0.38 | $0 | $0 |
| DENNIS MORRISON | VICE CHAIRMAN PARTIAL TERM Trustee or director, Officer | 0.38 | $0 | $0 |
| BRIAN J HESTER | TREASURER PARTIAL TERM Trustee or director, Officer | 0.38 | $0 | $0 |
| MARC JACCARD | SECRETARY PARTIAL TERM Trustee or director, Officer | 0.38 | $0 | $0 |
| HARRY S SMITH | DIRECTOR PARTIAL TERM Trustee or director | 0.23 | $0 | $0 |
| JAMES G GAYNOR II | DIRECTOR, FORMER CEO PARTIAL TERM Trustee or director | 0.23 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3150 SHAWNEE DR, WINCHESTER, VA 22601-4208
- Principal officer (990 for 2024)
- ANGELA L BROWN, PO BOX 2500, WINCHESTER, VA 22604
- Signed the 990
- ANGELA L BROWN, CHIEF FINANCIAL OFFICER
- Phone
- (540) 542-0200
- Website
- WWW.GRAFTON.ORG
- Return prepared by
- BLUE & CO LLC
Mission
GRAFTON CREATES SOLUTION-FOCUSED OPPORTUNITIES FOR INDIVIDUALS CHALLENGED BY COMPLEX DISABILITIES.
Program accomplishments
- 1) GRAFTON SCHOOL, INCORPORATED IS AN EDUCATION-FOCUSED MULTIFACETED NONPROFIT ENTITY SPECIALIZING IN SERVING INDIVIDUALS WITH COMPLEX NEEDS IN THE CATEGORIES OF DEVELOPMENTAL, INTELLECTUAL, AND MENTAL HEALTH/PSYCHIATRIC DIAGNOSES. IT UTILIZES SETTINGS SUCH AS ITS HIGHLY SPECIALIZED PRIVATE DAY SCHOOLS, MULTIPLE TYPES OF RESIDENTIAL SETTINGS INCLUDING THERAPEUTIC COMMUNITY HOMES AND PSYCHIATRIC RESIDENTIAL TREATMENT FACILITIES, AND A HIGHLY SPECIALIZED ARRAY OF PROFESSIONAL THERAPEUTIC SERVICES TO ADDRESS AND MEET THE NEEDS OF THOSE IT SERVES. THESE PROFESSIONAL SERVICES INCLUDE SPECIAL EDUCATION, OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE THERAPY, APPLIED BEHAVIOR ANALYSIS, MUSIC THERAPY, PSYCHOTHERAPY, PSYCHIATRIC SERVICES, AND NURSING SERVICES WHICH ARE PERFORMED BY PROFESSIONALS WHO SPECIALIZE IN SERVING INDIVIDUALS WITH COMPLEX OVERLAPPING NEEDS AND DIAGNOSES.GRAFTON DELIVERS ALL ITS SERVICES UTILIZING ITS INDUSTRY LEADING AND PATENTED TRAUMA-INFORMED APPROACH "UKERU", FOCUSING AND PRIORITIZING THE TEACHING OF NEW SKILLS THAT ENHANCE THE INDIVIDUALS' SENSE OF MASTERY AND AUTONOMY. MANY OF THE INDIVIDUALS WE SERVE HAVE ATTEMPTED LESS INTENSIVE PROGRAMS IN THE PAST, BUT INSTEAD FOUND SUCCESS UTILIZING OUR INDUSTRY-LEADING EDUCATIONAL, THERAPEUTIC, AND RESIDENTIAL SERVICES. THESE INDIVIDUALS ARE MOST FREQUENTLY DIAGNOSED AS HAVING AUTISM, INTELLECTUAL DISABILITIES, PSYCHIATRIC DISORDERS, LEARNING DISABILITIES, SENSORY AND MEDICAL CHALLENGES. ALMOST ALL HAVE COMORBID PSYCHIATRIC AND DEVELOPMENTAL DISABILITY. MORE THAN 100 LOCAL AGENCIES FROM VIRGINIA, MARYLAND, WEST VIRGINIA, THE DISTRICT OF COLUMBIA, PENNSYLVANIA, AND VARIOUS OTHER STATES, REFER INDIVIDUALS TO OUR PROGRAMS.DURING FISCAL YEAR 2025 GRAFTON PROVIDED SPECIAL EDUCATION SERVICES TO OVER 324 CHILDREN, CHILD AND ADOLESCENT THERAPEUTIC COMMUNITY HOME SERVICES TO 101 CHILDREN, PSYCHIATRIC AND RESIDENTIAL TREATMENT SERVICES TO 146 CHILDREN, AND RESIDENTIAL AND COMMUNITY SUPPORT SERVICES TO 99 ADULTS IN ITS FOUR MAIN GEOGRAPHIC REGIONS OF BERRYVILLE, VIRGINIA; RICHMOND, VIRGINIA; WINCHESTER, VIRGINIA; AND COLD SPRING, MINNESOTA.ADDITIONALLY, GRAFTON PARTNERS WITH THE CITY OF WINCHESTER, VIRGINIA, TO PROVIDE SERVICES TO THE INFANT AND TODDLER CONNECTION OF THE SHENANDOAH VALLEY. THIS SERVICE TEACHES, COACHES, AND MENTORS FAMILIES OF CHILDREN UP TO AGE THREE WHO HAVE A DEVELOPMENTAL DELAY OR DIAGNOSED DISABLING CONDITION. DURING FISCAL YEAR 2025, APPROXIMATELY 1,057 INFANTS/TODDLERS AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES AND SUPPORT IN THE CITY OF WINCHESTER, VIRGINIA; AND THE COUNTIES OF FREDERICK, CLARKE, WARREN, PAGE, AND SHENANDOAH, VIRGINIA. ADDITIONALLY, THROUGHOUT THE STATE OF VIRGINIA, GRAFTON'S SPECIALTY SERVICES PROGRAM CONNECTED 14 FAMILIES OF DEAF, HARD-OF-HEARING AND/OR VISUALLY IMPAIRED CHILDREN WITH A TEAM OF EARLY INTERVENTION PROFESSIONALS WHO ARE EQUIPPED TO PROVIDE DEVELOPMENTAL EDUCATION SERVICES SPECIFIC TO THEIR SPECIALIZED NEEDS.UKERU SYSTEMS, A DIVISION OF GRAFTON, PROVIDED EDUCATION AND TRAINING CONSULTATIVE SERVICES TO CUSTOMERS THROUGHOUT THE UNITED STATES AND CANADA. INTERNATIONAL CUSTOMERS FROM AS FAR AWAY AS BRAZIL, HAVE TRAVELED TO THE UNITED STATES TO RECEIVE TRAINING AND CONSULTATION IN THIS METHODOLOGY. UKERU SYSTEMS TEACHES THE GRAFTON METHOD, TRAUMA INFORMED CARE, AND THE MINIMIZATION OF SECLUSION AND RESTRAINT, AND CAN INCLUDE THE SALE OF PATENTED BLOCKING PADS. IN SUPPORT OF ITS MISSION, GRAFTON EMPLOYED 740 FULL-TIME EQUIVALENT STAFF. APPROXIMATELY 86% OF STAFF WAS EMPLOYED TO WORK DIRECTLY WITH OUR CLIENTS AND THEIR FAMILIES.Expenses $66,942,506 · grants $4,364 · revenue $76,961,649
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
- 54-0682401
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B280)
- Assets (IRS master file)
- $68,312,692
- Income (IRS master file)
- $87,357,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $78,983,443 | $76,444,697 | $68,312,692 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $73,963,435 | $69,094,144 | $65,023,929 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $58,914,673 | $59,734,043 | $59,282,442 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $59,458,949 | $53,527,321 | $59,407,353 | 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 54-0682401).
Questions about GRAFTON SCHOOL INCORPORATED
- What is the EIN of GRAFTON SCHOOL INCORPORATED?
- The employer identification number (EIN) of GRAFTON SCHOOL INCORPORATED is 54-0682401.
- Is GRAFTON SCHOOL INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to GRAFTON SCHOOL INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GRAFTON SCHOOL INCORPORATED 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 GRAFTON SCHOOL INCORPORATED 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 GRAFTON SCHOOL INCORPORATED 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 GRAFTON SCHOOL INCORPORATED?
- The 990 for the year ended June 30, 2025 names ANGELA L BROWN.
- Who are the officers and directors of GRAFTON SCHOOL INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 26 people; 13 received compensation from the organization, the highest $493,492 (JAMES STEWART, CHIEF EXECUTIVE OFFICER).
- How much revenue does GRAFTON SCHOOL INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $78,983,443, expenses of $76,444,697 and total assets of $68,312,692 at year end.
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