Education (B420) IRS Verified DX Registered 990 on File

SWEET BRIAR INSTITUTE

EIN: 54-0534105 · SWEET BRIAR, VA 24595-5001 · United States · FY 2024 Data

3 out of 5 57 / 100 Based on 2+ years of filings

Financial strength (30%) 88/100

Reliability (20%) 55/100

Effectiveness (25%) 78/100

Impact (25%) No data yet

Financial data: FY 2024 · Scored 9/13/2026

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Mission Statement

Sweet Briar College prepares women (and at the graduate level, men as well) to be productive, responsible members of a world community. It focuses on personal and professional achievement through a customized educational program that combines the liberal arts, preparation for careers, and individual development. The faculty and staff guide students to become active learners, to reason clearly, to speak and write persuasively, and to lead with integrity. They do so by creating an educational environment that is both intense and supportive and where learning occurs in many different venues, including the classroom, the community, and the world. Approved by the Board of Directors, May 2004

Financial Overview — FY 2024

$43.6M

Total Revenue

$42.2M

Total Expenses

$140.8M

Net Assets

581

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 73.4%

Fundraising Efficiency N/A

Operating Reserve 39.98x

Liability-to-Asset 6.9%

Revenue Diversification 42.4%

Executive Compensation $1.1M

Compared with Peers

FY 2024

Compared with 1,943 similar organizations (United States, Education, $10M–$100M in expenses), FY 2024.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	73.4%	84.6%	P10P90	Bottom quarter
Admin expense ratio Management and general / total expenses · lower is better	19.0%	13.3%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	7.5%	0.7%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	40.0 mo	10.6 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	6.9%	31.2%	P10P90	Top quarter
Revenue concentration Share of revenue from the largest source · lower is better	42.4%	88.3%	P10P90	Top quarter
Revenue growth Year over year revenue growth	-0.9%	7.9%	P10P90
Expense growth Year over year expense growth	4.5%	7.4%	P10P90
Surplus margin Surplus as a share of revenue	3.0%	3.0%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2024	$43.6M	$42.2M	$140.8M	73.4%	581
2023	$43.9M	$40.4M	$135.0M	72.8%	584
2022	$41.8M	$36.9M	$126.2M	72.5%	542
2021	$33.1M	$32.8M	N/A	—	520

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Organization Details

EIN: 54-0534105
State: VA
City: SWEET BRIAR
ZIP: 24595-5001
Classification: B420
Category: Education
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year
Foundation Code: 11
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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