Totals
- Total revenue
- $94,499,564
- Total expenses
- $103,194,184
- Contributions and grants received
- $12,319,323
- Grants paid
- $19,305,517
- Program service revenue
- $71,971,621
- Investment income
- $10,208,620
- Other revenue
- $0
- Total assets, end of year
- $536,905,318
- Total liabilities, end of year
- $83,917,414
- Net assets or fund balances, end of year
- $452,987,904
- Program services expenses (Part IX)
- $74,111,814
- Management and general expenses
- $24,987,527
- Fundraising expenses
- $4,094,843
- Program service expenses (Part III)
- $74,111,814
Program services were 71.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ALEXANDRA CALLEN
HEAD OF SCHOOL
- Total calculated
- $417,936
- From this org
- $251,123
- From related orgs
- $0
- Other
- $166,813
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $215,951
- Bonus
- $0
- Other
- $35,172
- Deferred
- $109,134
- Nontaxable benefits
- $57,679
- Filer's total
- $417,936
-
CLAIRE HUGHES JOHNSON
TRUSTEE, PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
PETER R KAGAN
TRUSTEE, TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
YUNLI LOU
TRUSTEE, VICE PRESIDENT (UNTIL 6/24)
- Total calculated
- $0
- Hours/week
- 3
-
LUIS M VICEIRA
TRUSTEE, VICE PRESIDENT (UNTIL 6/24)
- Total calculated
- $0
- Hours/week
- 3
-
EDWARD E WENDELL JR
TRUSTEE, VICE PRESIDENT (UNTIL 6/24)
- Total calculated
- $0
- Hours/week
- 3
-
RONNELL L WILSON
TRUSTEE, VICE PRESIDENT (UNTIL 6/24)
- Total calculated
- $0
- Hours/week
- 3
-
STUART I MATHEWS
TRUSTEE, SECRETARY (UNTIL 6/30/24)
- Total calculated
- $0
- Hours/week
- 3
-
DAVID B BREWSTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID V CAPPILLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JASON DILLOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHADI FAROKHZAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
YENG FELIPE BUTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN B FITZGIBBONS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LAMONT A GORDON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SONU KALRA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RANA EL KALIOUBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MOLLY KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RAVI MALLELA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN D MCEVOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MEIKA NEBLETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
OSAREMEN F OKOLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EUGENE F REILLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HENDRICK SIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GABRIEL SUNSHINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK TSANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JUSTIN M WALSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HELEN ZHU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HEIDI VANDERBILT-BROWN
CHIEF FINANCIAL & OPERATING OFFICER
- Total calculated
- $361,732
- From this org
- $297,873
- From related orgs
- $0
- Other
- $63,859
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $275,248
- Bonus
- $0
- Other
- $22,625
- Deferred
- $24,835
- Nontaxable benefits
- $39,024
- Filer's total
- $361,732
-
LISA WINICK
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $418,293
- From this org
- $293,478
- From related orgs
- $0
- Other
- $124,815
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $270,853
- Bonus
- $0
- Other
- $22,625
- Deferred
- $24,821
- Nontaxable benefits
- $99,994
- Filer's total
- $418,293
-
MONICA PALMER
PRINCIPAL, UPPER SCHOOL
- Total calculated
- $286,208
- From this org
- $224,334
- From related orgs
- $0
- Other
- $61,874
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $215,180
- Bonus
- $0
- Other
- $9,154
- Deferred
- $17,214
- Nontaxable benefits
- $44,660
- Filer's total
- $286,208
-
PAUL REBUCK
DEAN OF ENROLLMENT & FINANCIAL AID
- Total calculated
- $280,380
- From this org
- $183,044
- From related orgs
- $0
- Other
- $97,336
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $182,932
- Bonus
- $0
- Other
- $112
- Deferred
- $11,236
- Nontaxable benefits
- $86,100
- Filer's total
- $280,380
-
CAROL A GIUSTI-CAHALANE
DIRECTOR OF DEVELOPMENT
- Total calculated
- $247,656
- From this org
- $194,433
- From related orgs
- $0
- Other
- $53,223
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $194,314
- Bonus
- $0
- Other
- $119
- Deferred
- $16,727
- Nontaxable benefits
- $36,496
- Filer's total
- $247,656
-
EILEEN NEWMAN
CHIEF COMMUNICATION OFFICER
- Total calculated
- $218,354
- From this org
- $189,530
- From related orgs
- $0
- Other
- $28,824
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $189,530
- Bonus
- $0
- Other
- $0
- Deferred
- $15,428
- Nontaxable benefits
- $13,396
- Filer's total
- $218,354
-
PAULA CONNOLLY
CONTROLLER
- Total calculated
- $216,201
- From this org
- $174,983
- From related orgs
- $0
- Other
- $41,218
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $173,451
- Bonus
- $1,500
- Other
- $32
- Deferred
- $14,616
- Nontaxable benefits
- $26,602
- Filer's total
- $216,201
-
DIANE KIMBALL
DIRECTOR OF BUDGETS & INSTITUTIONAL
- Total calculated
- $199,907
- From this org
- $170,714
- From related orgs
- $0
- Other
- $29,193
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $170,714
- Bonus
- $0
- Other
- $0
- Deferred
- $14,062
- Nontaxable benefits
- $15,131
- Filer's total
- $199,907
-
THEODORICK BLAND
FORMER HEAD OF SCHOOL
- Total calculated
- $775,131
- From this org
- $607,607
- From related orgs
- $0
- Other
- $167,524
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $429,286
- Bonus
- $0
- Other
- $178,321
- Deferred
- $97,395
- Nontaxable benefits
- $70,129
- Filer's total
- $775,131
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1a · Housing allowance or residence for personal use
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
The filer's explanations (Part III)
- PART I, LINE 1A
- TRAVEL FOR COMPANIONS IS LIMITED TO THE HEAD OF SCHOOL AND IS DONE SO WITH DISCRETION ON A CASE BY CASE BASIS WHEN DEEMED APPROPRIATE. THE TRAVEL FOR COMPANIONS BENEFIT IS TREATED AS NONTAXABLE COMPENSATION. HOUSING BENEFITS ARE NORMATIVE FOR HEAD OF SCHOOL AND CERTAIN OTHER KEY EMPLOYEES, OFFICERS, AND HIGHLY COMPENSATED EMPLOYEES TO BE AVAILABLE TO STUDENTS 24 HOURS A DAY TO FULLFILL DUTIES. HOUSING BENEFITS ARE TREATED AS A NONTAXABLE WORKING CONDITION FRINGE BENEFIT. PERSONAL SERVICES ARE PROVIDED IN THE FORM OF HOUSE CLEANING AND IS TREATED AS NONTAXABLE COMPENSATION.
- PART I, LINE 4B
- THEODORICK BLAND RECEIVED A NON-TAXABLE CONTRIBUTION TOWARDS HIS 457(F) PROGRAM IN 2023 IN THE AMOUNT OF $70,995. ALEXANDRA CALLEN RECEIVED A NON-TAXABLE CONTRIBUTION TOWARDS HER 457(F) PROGRAM IN 2023 IN THE AMOUNT OF $89,565.
- PART I, LINE 7
- THE COMPENSATION COMMITTEE PROVIDES DISCRETION TO THE HEAD OF SCHOOL TO APPROVE ADDITIONAL COMPENSATION PAYMENTS OF $10,000 OR LESS.
- PART I, LINE 8
- COMPENSATION PAID TO NEWLY HIRED HEAD OF SCHOOL ALEXANDRA CALLEN WAS PAID PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
TOWN OF MILTON
$225,000
VOLUNTARY GRANT
-
MILTON FIRE DEPARTMENT
$12,500
VOLUNTARY GRANT
-
MILTON POLICE DEPARTMENT
$12,500
VOLUNTARY GRANT
-
MILTON FOUNDATION FOR EDUCATION
$10,000
VOLUNTARY GRANT
-
MILTON TEEN CENTER
$7,500
VOLUNTARY GRANT
-
$7,500
VOLUNTARY GRANT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541349349308274
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