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Nonprofiteer
← ALLEN-STEVENSON SCHOOL

Form 990 for tax year 2023

Filed by ALLEN-STEVENSON SCHOOL.

Totals

Total revenue
$36,891,560
Total expenses
$31,174,871
Contributions and grants received
$9,904,546
Grants paid
$2,799,337
Program services expenses (Part IX)
$23,859,062
Management and general expenses
$5,628,211
Fundraising expenses
$1,687,598
Program service expenses (Part III)
$23,859,062

Program services were 76.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DUNCAN LYON

    HEAD OF SCHOOL

    Total calculated
    $781,946
    From this org
    $660,389
    From related orgs
    $0
    Other
    $121,557
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $512,758
    Bonus
    $0
    Other
    $147,631
    Deferred
    $76,400
    Nontaxable benefits
    $45,157
    Filer's total
    $781,946
  • METIN NEGRIN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • ALEXANDER KLABIN

    VP & TREASURER

    Total calculated
    $0
    Hours/week
    3
  • LAUREN ERBST

    TRUSTEE & PA PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • KERIANNE FLYNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ARYN GROSSMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ALEXIS HUNTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • LAUREN IRWIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • CHRIS JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • A REED KATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MONICA KEANY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • BLAIR KLAFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • CAMERON ALEX KOFFMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • RASHIDA LA LANDE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • COLM MACMAHON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • HEATHER MCAULIFFE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • AMY PECK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ANUPAMA POOLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • AUDREY RASCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • IAN SCHRAGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL SCHRIEBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • TOM UGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • CAROLYN WEINBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MCCARTNEY WILKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ANDY WILLIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • HYDEE BRESSLER BASSEL

    CHIEF FINANCIAL & OPERATING OFFICER

    Total calculated
    $438,646
    From this org
    $360,454
    From related orgs
    $0
    Other
    $78,192
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $352,568
    Bonus
    $0
    Other
    $7,886
    Deferred
    $26,400
    Nontaxable benefits
    $51,792
    Filer's total
    $438,646
  • STEPHEN M WARNER

    HEAD OF LOWER DIVISION

    Total calculated
    $317,273
    From this org
    $249,748
    From related orgs
    $0
    Other
    $67,525
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,492
    Bonus
    $0
    Other
    $23,256
    Deferred
    $21,249
    Nontaxable benefits
    $46,276
    Filer's total
    $317,273
  • KATHERINE DUCKWORTH-SCHACHTER

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $295,797
    From this org
    $218,179
    From related orgs
    $0
    Other
    $77,618
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,814
    Bonus
    $0
    Other
    $3,365
    Deferred
    $19,655
    Nontaxable benefits
    $57,963
    Filer's total
    $295,797
  • WINIFRED BARNES

    DIR., ORGANIZATIONAL INITIATIVES

    Total calculated
    $282,033
    From this org
    $242,104
    From related orgs
    $0
    Other
    $39,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,498
    Bonus
    $0
    Other
    $3,606
    Deferred
    $20,004
    Nontaxable benefits
    $19,925
    Filer's total
    $282,033
  • ANDREW C ZEVON

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $262,798
    From this org
    $237,935
    From related orgs
    $0
    Other
    $24,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,581
    Bonus
    $0
    Other
    $3,354
    Deferred
    $19,405
    Nontaxable benefits
    $5,458
    Filer's total
    $262,798
  • STEVEN COHEN

    HEAD OF UPPER DIVISION

    Total calculated
    $230,607
    From this org
    $194,868
    From related orgs
    $0
    Other
    $35,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,876
    Bonus
    $0
    Other
    $1,992
    Deferred
    $16,180
    Nontaxable benefits
    $19,559
    Filer's total
    $230,607
  • DEVIN A LASANE

    DIRECTOR OF ADMISSIONS

    Total calculated
    $217,245
    From this org
    $161,833
    From related orgs
    $0
    Other
    $55,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,834
    Bonus
    $0
    Other
    $999
    Deferred
    $13,849
    Nontaxable benefits
    $41,563
    Filer's total
    $217,245
  • RICHARD ALIFANO

    DIR., ATHLETICS/PE EDUCATION

    Total calculated
    $258,171
    From this org
    $216,915
    From related orgs
    $0
    Other
    $41,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,124
    Bonus
    $0
    Other
    $8,791
    Deferred
    $18,295
    Nontaxable benefits
    $22,961
    Filer's total
    $258,171
  • GREG KNESPLER

    FACILITIES MANAGER

    Total calculated
    $223,580
    From this org
    $206,768
    From related orgs
    $0
    Other
    $16,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,542
    Bonus
    $0
    Other
    $23,226
    Deferred
    $16,724
    Nontaxable benefits
    $88
    Filer's total
    $223,580
  • WILLIAM L DRANSFIELD

    DIRECTOR OF AUXILLIARY PROGRAMS

    Total calculated
    $228,240
    From this org
    $156,761
    From related orgs
    $0
    Other
    $71,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,622
    Bonus
    $0
    Other
    $1,139
    Deferred
    $14,309
    Nontaxable benefits
    $57,170
    Filer's total
    $228,240
  • ELIZABETH MCLAUGHLIN

    SCHOOL PSYCHOLOGIST

    Total calculated
    $204,081
    From this org
    $169,618
    From related orgs
    $0
    Other
    $34,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,475
    Bonus
    $0
    Other
    $1,143
    Deferred
    $14,200
    Nontaxable benefits
    $20,263
    Filer's total
    $204,081
  • MICHELE V DEMKO

    MUSIC DEPARTMENT HEAD

    Total calculated
    $212,043
    From this org
    $193,079
    From related orgs
    $0
    Other
    $18,964
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,233
    Bonus
    $0
    Other
    $1,846
    Deferred
    $15,813
    Nontaxable benefits
    $3,151
    Filer's total
    $212,043

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
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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
ACCORDING TO THE CONTRACT, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, THE SCHOOL PROVIDES HOUSING ALLOWANCE TO THE HEAD OF SCHOOL DUNCAN LYON. IT IS TAXABLE TO THE INDIVIDUAL AND IS REPORTED ON SCH J, PART II, COLUMN (B)(III). THE SCHOOL REIMBURSES THE FORMER HEAD OF SCHOOL DAVID R. TROWER FOR THE COST OF HIS DUES FOR CLUB MEMBERSHIP TO THE UNION CLUB AS PER HIS CONTRACT. SOCIAL CLUB DUES ARE NON TAXABLE BY VIRTUE OF BEING A WORKING CONDITION FRINGE UNDER IRC SECTION 132. THE HEAD OF SCHOOL USES THE MEMBERSHIP EXCLUSIVELY FOR SCHOOL PURPOSES.
PART I, LINE 4B
DUNCAN LYON, HEAD OF SCHOOL, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457(F). THE SCHOOL CONTRIBUTED $50,000 TO THE 457(F) PLAN IN 2023.

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
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349309562

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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