What the amendment changed
Compared with the return it replaced , filed 14 May 2025. 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.
- Total revenue
- $38,453,314 changed to $37,863,395
- Contributions and grants received
- $15,680,515 changed to $15,298,709
Totals
- Total revenue
- $37,863,395
- Total expenses
- $22,493,721
- Contributions and grants received
- $15,298,709
- Grants paid
- $5,336,328
- Program services expenses (Part IX)
- $18,318,321
- Management and general expenses
- $3,710,242
- Fundraising expenses
- $465,158
- Program service expenses (Part III)
- $18,318,321
Program services were 81.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JALAJ DESAI
HEAD OF SCHOOL
- Total calculated
- $817,435
- From this org
- $807,017
- From related orgs
- $0
- Other
- $10,418
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $807,017
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,418
- Filer's total
- $817,435
-
DANIEL BROWN
ATHLETIC DIRECTOR
- Total calculated
- $197,882
- From this org
- $191,148
- From related orgs
- $0
- Other
- $6,734
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,148
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $6,734
- Filer's total
- $197,882
-
CHRISTOPHER MATHISEN
CFO
- Total calculated
- $182,044
- From this org
- $170,564
- From related orgs
- $0
- Other
- $11,480
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,564
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,480
- Filer's total
- $182,044
-
GEOFFREY BOWMAN
DIRECTOR OF ADMISSIONS
- Total calculated
- $159,199
- From this org
- $159,199
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,199
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $159,199
-
ANASTASIA KELLY
HEAD OF MIDDLE SCHOOL
- Total calculated
- $146,954
- From this org
- $143,984
- From related orgs
- $0
- Other
- $2,970
- Hours/week
- 40
-
DANA STERN
HEAD OF LOWER SCHOOL
- Total calculated
- $148,069
- From this org
- $136,451
- From related orgs
- $0
- Other
- $11,618
- Hours/week
- 40
-
LYNN MCCORMACK
DIRECTOR OF DEVELOPMENT
- Total calculated
- $135,629
- From this org
- $128,629
- From related orgs
- $0
- Other
- $7,000
- Hours/week
- 40
-
WES POWELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
ROSARIO RUFFINO
TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
SCOTT BRAEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 8
-
KIM LAWRIE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
FRANK COYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
ZAKIR GAIBI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
ABE HAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
BRYAN HEKEMIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
DALE SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
STEPHEN SAVAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
JEFF ROSENBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
DAN SUGAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
ROBERT REGULAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
DR KRISTEN WALSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
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 — 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
- 3 · Approval by the board or compensation committee
Answered no
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
- 2023
- Filed
- 12 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542249349300634
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