BEducationEIN: 540534105· Ruling Year: 1972

Sweet Briar Institute

Sweet Briar, Virginia

AHealth Score
93A

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Excellent

How This Organization Compares

Compared to 73 peers in Education with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org3.34×
Peer Median9.48×
💰
$43.9M
Total Revenue
📊
$40.4M
Total Expenses
🏦
$135.0M
Net Assets
📋
$11.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.1%
Year-over-year change (2022 → 2023)
Net Margin
+7.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.34
Net assets divided by total expenses
Liabilities-to-Assets
7.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$43,931,1645%$40,441,0769%$146,650,6085%
2022$41,810,78226%$36,941,63013%$140,120,2558%
2021$33,062,87810%$32,765,6902%$151,661,3929%
2020$36,844,58243%$32,267,0971%$138,606,2232%
2019$25,788,47827%$31,916,95613%$136,197,5465%
2018$35,316,47817%$36,747,2755%$143,626,768
2017$42,299,98742%$38,884,17015%$144,166,331
2016$29,866,92446%$33,871,60740%$143,637,7497%
2015$55,194,40728%$56,433,12119%$155,247,7595%
2014$43,129,8624%$47,361,0387%$163,702,1102%
2013$41,469,48711%$44,461,7615%$160,636,4001%
2012$46,692,95412%$47,018,6632%$158,441,2719%
2011$41,725,550$45,877,822$174,048,856

Frequently Asked Questions

What does Sweet Briar Institute do?

Sweet Briar Institute is a education nonprofit organization based in Virginia. It is classified under NTEE code B420 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Sweet Briar Institute financially healthy?

Based on our 9-metric Financial Health Score model, Sweet Briar Institute has a score of 93/100 (Grade: A). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Sweet Briar Institute generate?

Sweet Briar Institute reports $43.6M in annual revenue and holds $151.2M in total assets, based on IRS filings.

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