Totals
- Total revenue
- $460,330,866
- Total expenses
- $464,670,221
- Contributions and grants received
- $16,015,313
- Grants paid
- $124,291,650
- Program service revenue
- $434,575,346
- Investment income
- $6,590,676
- Other revenue
- $3,149,531
- Total assets, end of year
- $988,069,581
- Total liabilities, end of year
- $396,166,020
- Net assets or fund balances, end of year
- $591,903,561
- Program services expenses (Part IX)
- $379,262,231
- Management and general expenses
- $83,233,382
- Fundraising expenses
- $2,174,608
- Program service expenses (Part III)
- $379,262,231
Program services were 81.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JIM LUCCHESE
PRESIDENT (BEGINNING 1/25)
- Total calculated
- $0
- Hours/week
- 40
-
MARTIN J MANNION
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
CHARLES ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
LEE BURROWS
TRUSTEE (BEGINNING 4/24)
- Total calculated
- $0
- Hours/week
- 2
-
DAVID CLEM
TRUSTEE (END 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
JOHN CONNAUGHTON
TRUSTEE (END 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
CYNTHIA K CURME
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KRISTY EDMUNDS
TRUSTEE (BEGINNING 10/24)
- Total calculated
- $0
- Hours/week
- 2
-
EMILIO ESTEFAN
TRUSTEE (END 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
GLORIA ESTEFAN
TRUSTEE (END 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
DAVID FRIEND
TRUSTEE (BEGINNING 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
DAVID GROSS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
THOMAS H HAGERTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
VELINA HASU-HOUSTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARINA HATSOPOULOS
TRUSTEE (BEGINNING 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
KRISTINE MOYER HIGGINS
TRUSTEE (BEGINNING 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
CARLETTA HIGGINSON
TRUSTEE (BEGINNING 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
STEVEN HOLTZMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BILL KAISER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
GRACE KELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
PETER LABBAT
TRUSTEE (BEGINNING 4/24)
- Total calculated
- $0
- Hours/week
- 2
-
MIE KYUNG LEE
TRUSTEE (END 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
HASSELL MCCLELLAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
FREDERICK T MILLER
TRUSTEE (END 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
PETER MULLER
TRUSTEE (END 11/24)
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT S MURLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JIM PALLOTTA
TRUSTEE (BEGINNING 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
ANTHONY PANGARO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JEFF PATTERSON
TRUSTEE (BEGINNING 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
JON PLATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SNOW QIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DARIUS SIDEBOTHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAVID SCOTT SLOAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ELIZABETH CARILLO THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KATIE VITOLINS
TRUSTEE (BEGINNING 4/24)
- Total calculated
- $0
- Hours/week
- 2
-
PAUL WACHTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
TARIK WARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SUSAN WHITEHEAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ANDY YOUNISS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARILLYN ZACHARIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAVID BOGEN
INTERIM PRESIDENT & PROVOST
- Total calculated
- $644,731
- From this org
- $577,646
- From related orgs
- $0
- Other
- $67,085
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $483,233
- Bonus
- $60,000
- Other
- $34,413
- Deferred
- $31,050
- Nontaxable benefits
- $36,035
- Filer's total
- $644,731
-
JOHN CASE
INTERIM CFO (END 5/25)
- Total calculated
- $475,488
- From this org
- $408,403
- From related orgs
- $0
- Other
- $67,085
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $407,388
- Bonus
- $0
- Other
- $1,015
- Deferred
- $31,050
- Nontaxable benefits
- $36,035
- Filer's total
- $475,488
-
KAITLIN PASSAFARO
SECRETARY
- Total calculated
- $278,713
- From this org
- $255,703
- From related orgs
- $0
- Other
- $23,010
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,088
- Bonus
- $16,583
- Other
- $32
- Deferred
- $23,010
- Nontaxable benefits
- $0
- Filer's total
- $278,713
-
PAUL S DWORKIS
EVP & CFO (BEGINNING 4/25)
- Total calculated
- $0
- Hours/week
- 40
-
DEBORAH CAVALIER
SENIOR VICE PRESIDENT
- Total calculated
- $450,163
- From this org
- $401,380
- From related orgs
- $0
- Other
- $48,783
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $357,836
- Bonus
- $43,285
- Other
- $259
- Deferred
- $31,050
- Nontaxable benefits
- $17,733
- Filer's total
- $450,163
-
ELIZABETH NEWMAN
EVP & CHIEF STRATEGY OFFICER
- Total calculated
- $591,766
- From this org
- $531,568
- From related orgs
- $0
- Other
- $60,198
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $470,578
- Bonus
- $60,000
- Other
- $990
- Deferred
- $31,050
- Nontaxable benefits
- $29,148
- Filer's total
- $591,766
-
ERIN TUNNICLIFFE
SENIOR VICE PRESIDENT (END 1/25)
- Total calculated
- $470,295
- From this org
- $415,775
- From related orgs
- $0
- Other
- $54,520
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $366,273
- Bonus
- $37,132
- Other
- $12,370
- Deferred
- $31,050
- Nontaxable benefits
- $23,470
- Filer's total
- $470,295
-
PHILLIP KNUTEL
VP & CHIEF INFORMATION OFFICER
- Total calculated
- $415,888
- From this org
- $356,028
- From related orgs
- $0
- Other
- $59,860
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $331,466
- Bonus
- $23,393
- Other
- $1,169
- Deferred
- $54,050
- Nontaxable benefits
- $5,810
- Filer's total
- $415,888
-
EILEEN ALVITI
SENIOR VICE PRESIDENT, HR
- Total calculated
- $373,861
- From this org
- $331,559
- From related orgs
- $0
- Other
- $42,302
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $294,701
- Bonus
- $35,597
- Other
- $1,261
- Deferred
- $30,238
- Nontaxable benefits
- $12,064
- Filer's total
- $373,861
-
RONALD SAVAGE
VP & EXECUTIVE DIRECTOR
- Total calculated
- $353,444
- From this org
- $290,861
- From related orgs
- $0
- Other
- $62,583
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $265,776
- Bonus
- $24,826
- Other
- $259
- Deferred
- $26,548
- Nontaxable benefits
- $36,035
- Filer's total
- $353,444
-
CLAIRE MACHAMER
SENIOR VICE PRESIDENT
- Total calculated
- $408,235
- From this org
- $342,591
- From related orgs
- $0
- Other
- $65,644
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $309,490
- Bonus
- $31,930
- Other
- $1,171
- Deferred
- $31,050
- Nontaxable benefits
- $34,594
- Filer's total
- $408,235
-
ERICA MUHL
FORMER PRESIDENT
- Total calculated
- $1,300,166
- From this org
- $1,250,000
- From related orgs
- $0
- Other
- $50,166
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $1,250,000
- Deferred
- $29,700
- Nontaxable benefits
- $20,466
- Filer's total
- $1,300,166
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
- 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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- BENEFITS HEALTH/WELLNESS EXPENSES ARE REIMBURSED TO MEMBERS OF THE PRESIDENT'S COUNCIL UNDER AN EXECUTIVE WELLNESS REIMBURSEMENT PROGRAM. THIS INCLUDES THE SENIOR VICE PRESIDENTS AND VICE PRESIDENTS REPORTED IN FORM 990 PART VII. THE AMOUNTS ARE INCLUDED AS TAXABLE COMPENSATION IN EACH INDIVIDUAL'S FORM W-2. HOUSING ALLOWANCE DAVID BOGEN RECEIVED A RELOCATION/HOUSING ALLOWANCE. THE AMOUNTS ARE INCLUDED AS TAXABLE COMPENSATION IN EACH INDIVIDUAL'S FORM W-2.
- PART I, LINE 4A
- DURING THE CALENDAR YEAR 2024, ERICA MUHL RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $1,250,000. THIS AMOUNT IS REPORTED IN PART II, COLUMN B(III).
- PART I, LINE 7
- NON-FIXED PAYMENTS PERFORMANCE BONUS AMOUNTS ARE REWARDED AT THE DISCRETION OF THE PRESIDENT AND REVIEWED AND ENDORSED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE BONUSES ARE COMPARED AGAINST MARKET DATA.
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BERKLEE COLLEGE OF MUSIC DELEGACION DE LA FUNDACION EN ESPANA
N/A · EDUCATION · SP · controlled entity
Directly controlled by BERKLEE US
-
THE BOSTON CONSERVATORY REALTY CORP
501(C)(3) · REAL ESTATE · MA · controlled entity
Directly controlled by BERKLEE US
-
THE BOSTON CONSERVATORY IPSWICH REALTY
501(C)(3) · REAL ESTATE · MA · controlled entity
Directly controlled by BERKLEE US
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202640989349301629
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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