What the amendment changed
Compared with the return it replaced , filed 16 April 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $21,145,436
- Total expenses
- $23,106,076
- Contributions and grants received
- $1,631,993
- Grants paid
- $885,606
- Program service revenue
- $18,540,721
- Investment income
- $929,269
- Other revenue
- $43,453
- Total assets, end of year
- $70,917,173
- Total liabilities, end of year
- $5,626,498
- Net assets or fund balances, end of year
- $65,290,675
- Program services expenses (Part IX)
- $20,408,559
- Management and general expenses
- $1,897,093
- Fundraising expenses
- $800,424
- Program service expenses (Part III)
- $20,408,559
Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$164,017
-
1e · Government grants (contributions)
$144,773
-
1f · All other contributions, gifts and grants
$1,323,203
-
1g · Noncash contributions included above
$163,923
-
2a · Program service revenue: TUITION AND FEES
total $17,956,831 · related or exempt $17,956,831
-
2b · Program service revenue: FOOD SERVICE
total $583,890 · related or exempt $583,890
-
3 · Investment income
total $871,104 · excluded $871,104
-
7a · Gross sales of assets other than inventory
securities $60,876,354
-
7b · Less cost or other basis and sales expenses
securities $60,818,189
-
7c · Gain or loss
securities $58,165
-
7d · Net gain or loss
total $58,165 · excluded $58,165
-
8a · Fundraising events: gross income
$34,665
-
8a · Fundraising events: contributions included on line 1c
$164,017
-
8b · Fundraising events: direct expenses
$108,876
-
8c · Net income from fundraising events
total -$74,211 · excluded -$74,211
-
11a · Other revenue: MISCELLANEOUS
total $117,664 · related or exempt $101,770 · excluded $15,894
-
11e · Other revenue, total
$117,664
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $438,365 · program services $438,365
-
3 · Grants to foreign organizations and individuals
total $447,241 · program services $447,241
-
5 · Compensation of officers, directors and key employees
total $523,130 · program services $170,912 · management and general $170,056 · fundraising $182,162
-
7 · Other salaries and wages
total $10,812,453 · program services $9,873,464 · management and general $610,576 · fundraising $328,413
-
8 · Pension plan contributions
total $462,297 · program services $439,407 · management and general $20,605 · fundraising $2,285
-
9 · Other employee benefits
total $2,962,205 · program services $2,726,205 · management and general $135,374 · fundraising $100,626
-
10 · Payroll taxes
total $809,053 · program services $751,009 · management and general $36,493 · fundraising $21,551
-
11b · Fees: legal
total $6,743 · management and general $6,743
-
11c · Fees: accounting
total $57,370 · management and general $57,370
-
11d · Fees: lobbying
total $66,450 · management and general $66,450
-
11f · Fees: investment management
total $133,270 · management and general $133,270
-
11g · Fees: other
total $1,494,429 · program services $1,008,144 · management and general $424,931 · fundraising $61,354
-
12 · Advertising and promotion
total $11,662 · program services $11,662
-
13 · Office expenses
total $130,498 · program services $75,468 · management and general $3,966 · fundraising $51,064
-
14 · Information technology
total $19,415 · management and general $19,415
-
16 · Occupancy
total $586,932 · program services $572,399 · management and general $9,254 · fundraising $5,279
-
17 · Travel
total $404,591 · program services $370,059 · management and general $31,458 · fundraising $3,074
-
19 · Conferences, conventions and meetings
total $112,059 · program services $83,629 · management and general $21,816 · fundraising $6,614
-
20 · Interest
total $24,073 · program services $23,365 · management and general $451 · fundraising $257
-
22 · Depreciation, depletion and amortization
total $2,073,838 · program services $2,012,844 · management and general $38,838 · fundraising $22,156
-
23 · Insurance
total $304,600 · program services $295,642 · management and general $5,704 · fundraising $3,254
-
24a · Other expenses: SUPPLIES
total $929,681 · program services $834,194 · management and general $83,152 · fundraising $12,335
-
24b · Other expenses: EQUIPMENT AND LEASES
total $180,938 · program services $159,767 · management and general $21,171
-
24c · Other expenses: ROOM AND BOARD
total $30,238 · program services $30,238
-
24e · All other expenses
total $84,545 · program services $84,545
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $11,323 · end of year $1,635
-
2 · Savings and temporary cash investments
beginning of year $269,119 · end of year $1,042,177
-
3 · Pledges and grants receivable
beginning of year $99,599 · end of year $61,692
-
4 · Accounts receivable
beginning of year $198,751 · end of year $759,196
-
9 · Prepaid expenses and deferred charges
beginning of year $64,629 · end of year $35,704
-
10a · Land, buildings and equipment: cost or other basis
$57,514,534
-
10b · Land, buildings and equipment: accumulated depreciation
$22,188,183
-
10c · Land, buildings and equipment, net
beginning of year $34,404,779 · end of year $35,326,351
-
11 · Investments: publicly traded securities
beginning of year $32,790,414 · end of year $31,485,589
-
14 · Intangible assets
beginning of year $19,657 · end of year $17,036
-
15 · Other assets
beginning of year $3,281,651 · end of year $2,187,793
-
17 · Accounts payable and accrued expenses
beginning of year $3,167,775 · end of year $3,222,838
-
19 · Deferred revenue
beginning of year $759,585 · end of year $377,647
-
20 · Tax-exempt bond liabilities
beginning of year $377,011 · end of year $329,885
-
23 · Secured mortgages and notes payable
beginning of year $262,838 · end of year $250,585
-
25 · Other liabilities
beginning of year $1,345,903 · end of year $1,445,543
-
27 · Net assets without donor restrictions
beginning of year $42,709,257 · end of year $42,422,538
-
28 · Net assets with donor restrictions
beginning of year $22,517,553 · end of year $22,868,137
Mission and programs · 2022
Mission
TO EDUCATE STUDENTS INTELLECTUALLY AND MORALLY FOR A LIFE OF RESPONSIBILITY, INTEGRITY AND SERVICE.
Activities or mission (Part I)
ACCREDITED INDEPENDENT HIGH SCHOOL - PROVIDING EDUCATION FOR GRADES 9-12
-
BURR AND BURTON ACADEMY (BBA) IS AN INDEPENDENT SCHOOL THAT SERVES THE GENERAL PUBLIC. FOUNDED IN 1829, BBA SERVES 13 TOWNS IN SOUTHERN VERMONT AND IS COMMITTED TO PROVIDING AN OUTSTANDING EDUCATIONAL OPPORTUNITY TO EVERY STUDENT. BBA SERVES APPROXIMATELY 725 DOMESTIC AND 28 INTERNATIONAL STUDENTS FROM VARIOUS COUNTRIES. FAMILIES IN SENDING TOWNS PAY NO TUITION; TUITION IS PAID BY EACH SENDING TOWN. THE STUDENT BODY IS DIVERSE SOCIOECONOMICALLY. BBA HAS A VIRTUALLY 100% GRADUATION RATE & 80%-90% COLLEGE MATRICULATION RATE. BBA BRINGS THE BEST OF INDEPENDENT SCHOOL PHILOSOPHY AND EXPECTATIONS COUPLED WITH THE DEMOCRATIC IDEAL OF EDUCATION FOR ALL.
Expenses $19,665,085 · Grants $885,606 · Revenue $18,058,601
-
FOOD SERVICE
Expenses $743,474 · Revenue $583,890
As filed on the 2022 return.
Listed in Part VII
-
SCOTT SWENOR
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
SANFRA WEISS
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
ROB REDMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
RABBI MICHAEL COHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
PEGGY BROCKETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
MICHAEL POWERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
MICHAEL COOPERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
CHARITY CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
KELLIE WAITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
HEIDI LYNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ED CAMPBELL
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
CHARLEY STEVENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
CAROL O'CONNOR
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
BRIAN BAREFOOT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
BILL CAIRNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
MARK TASHJIAN
HEADMASTER
- Total calculated
- $289,711
- From this org
- $255,099
- From related orgs
- $0
- Other
- $34,612
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $255,099
- Bonus
- $0
- Other
- $0
- Deferred
- $33,226
- Nontaxable benefits
- $1,386
- Filer's total
- $289,711
-
DENNIS FILIPPI
DIRECTOR OF FINANCE
- Total calculated
- $142,431
- From this org
- $134,724
- From related orgs
- $0
- Other
- $7,707
- Hours/week
- 45
-
MICHAEL CARACO
DEAN OF FACULTY
- Total calculated
- $123,254
- From this org
- $117,545
- From related orgs
- $0
- Other
- $5,709
- Hours/week
- 40
-
MARGARET KENNY
ASSOCIATE HEAD OF SCHOOL
- Total calculated
- $182,256
- From this org
- $173,609
- From related orgs
- $0
- Other
- $8,647
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $173,609
- Bonus
- $0
- Other
- $0
- Deferred
- $8,115
- Nontaxable benefits
- $532
- Filer's total
- $182,256
-
KATE LEACH
DIRECTOR OF ADVANCEMENT
- Total calculated
- $136,146
- From this org
- $130,242
- From related orgs
- $0
- Other
- $5,904
- Hours/week
- 50
-
JEN HYATT
ACADEMIC DEAN
- Total calculated
- $120,621
- From this org
- $115,077
- From related orgs
- $0
- Other
- $5,544
- Hours/week
- 40
-
DAVID MICELI
DIRECTOR OF ATHLETICS
- Total calculated
- $117,864
- From this org
- $111,887
- From related orgs
- $0
- Other
- $5,977
- Hours/week
- 40
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 · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 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
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- AS A CONDITION OF EMPLOYMENT, BBA REQUIRES THE HEADMASTER TO LIVE ON CAMPUS. THEREFORE, BBA OWNS A PROPERTY WHICH IS USED BY THE HEADMASTER AS A RESIDENCE FOR PERSONAL USE.
- PART I, LINE 4B
- IN 2008, BBA ESTABLISHED A 457(F) PLAN, AS SUBSEQUENTLY AMENDED, FOR THE BENEFIT OF ITS HEADMASTER, MARK TASHJIAN. THE BALANCE IN THE PLAN AS OF JUNE 30, 2023 WAS $486,419. THERE WERE NO ADDITIONAL CONTRIBUTIONS TO OR DISTRIBUTIONS FROM THE PLAN MADE BY BBA DURING THE YEAR. NO CONTRIBUTIONS HAVE BEEN MADE TO THE 457(F) PLAN SINCE 2016.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 December 2025
- IRS schema version
- 2022v5.0
- Source object
- 202543539349300709
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