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Nonprofiteer
← BURR & BURTON ACADEMY

Form 990 for tax year 2023

Filed by BURR & BURTON ACADEMY.

Totals

Total revenue
$21,589,154
Total expenses
$23,629,876
Contributions and grants received
$1,650,231
Grants paid
$912,734
Program service revenue
$18,732,624
Investment income
$1,022,525
Other revenue
$183,774
Total assets, end of year
$72,629,232
Total liabilities, end of year
$6,699,326
Net assets or fund balances, end of year
$65,929,906
Program services expenses (Part IX)
$20,932,309
Management and general expenses
$1,797,129
Fundraising expenses
$900,438
Program service expenses (Part III)
$20,932,309

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

  • KELLIE WAITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HEIDI LYNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BILL PHILIP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ED CAMPBELL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • CHARLEY STEVENSON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10

  • CAROL O'CONNOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • BRIAN BAREFOOT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BILL CAIRNS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DAPHNE MARKCROW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANDREW BOYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PAULINE DE LASZLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • TOM KELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARK TASHJIAN

    HEADMASTER

    Total calculated
    $297,477
    From this org
    $260,484
    From related orgs
    $0
    Other
    $36,993
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $260,484
    Bonus
    $0
    Other
    $0
    Deferred
    $35,607
    Nontaxable benefits
    $1,386
    Filer's total
    $297,477

  • MARGARET KENNY

    ASSOCIATE HEAD OF SCHOOL

    Total calculated
    $174,579
    From this org
    $165,649
    From related orgs
    $0
    Other
    $8,930
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $165,649
    Bonus
    $0
    Other
    $0
    Deferred
    $8,398
    Nontaxable benefits
    $532
    Filer's total
    $174,579

  • JEFF SPENCER

    DIRECTOR OF FINANCE

    Total calculated
    $70,207
    From this org
    $62,500
    From related orgs
    $0
    Other
    $7,707
    Hours/week
    50

  • KATE LEACH

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $124,815
    From this org
    $118,745
    From related orgs
    $0
    Other
    $6,070
    Hours/week
    50

  • MICHAEL CARACO

    DEAN OF FACULTY

    Total calculated
    $123,361
    From this org
    $117,327
    From related orgs
    $0
    Other
    $6,034
    Hours/week
    40

  • DAVID MICELI

    DIRECTOR OF ATHLETICS

    Total calculated
    $121,946
    From this org
    $115,774
    From related orgs
    $0
    Other
    $6,172
    Hours/week
    40

  • AMY WRIGHT

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $119,622
    From this org
    $113,811
    From related orgs
    $0
    Other
    $5,811
    Hours/week
    50

  • JUSTIN HERRINGTON

    DIRECTOR OF ADMISSION

    Total calculated
    $118,768
    From this org
    $112,979
    From related orgs
    $0
    Other
    $5,789
    Hours/week
    50

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, 2024 WAS $569,026. 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
2023
Filed
11 February 2025
IRS schema version
2023v6.0
Source object
202510719349301416

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