Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
MIDDLESEX SCHOOL
 
Employer identification number

04-2103821
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
No
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021
Page 2

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1DAVID BEARE
HEAD OF SCHOOL (THRU 12/10/21)
(i)

(ii)
384,702
-------------
0
30,000
-------------
0
59,872
-------------
0
50,988
-------------
0
56,129
-------------
0
581,691
-------------
0
0
-------------
0
2KARLYN M MCNALL
INTERIM HOS (FROM 12/10/21)
(i)

(ii)
198,852
-------------
0
15,000
-------------
0
69
-------------
0
32,563
-------------
0
139,574
-------------
0
386,058
-------------
0
0
-------------
0
3MATTHEW E CROZIER
COO
(i)

(ii)
195,109
-------------
0
1,500
-------------
0
20,129
-------------
0
21,724
-------------
0
93,144
-------------
0
331,606
-------------
0
0
-------------
0
4GEORGE W NOBLE
DIRECTOR OF ADVANCEMENT
(i)

(ii)
163,923
-------------
0
1,750
-------------
0
20,069
-------------
0
17,920
-------------
0
114,664
-------------
0
318,326
-------------
0
0
-------------
0
5THERESE A CUNNINGHAM
CFO
(i)

(ii)
195,767
-------------
0
24,500
-------------
0
69
-------------
0
21,836
-------------
0
59,811
-------------
0
301,983
-------------
0
0
-------------
0
6MATTHEW J DEGREEFF DEAN OF
COLLEGE COUNSELING & STUDENT ENRICHM
(i)

(ii)
126,006
-------------
0
1,750
-------------
0
129
-------------
0
14,578
-------------
0
113,346
-------------
0
255,809
-------------
0
0
-------------
0
7JOE ALFORD
DIRECTOR OF TECHNOLOGY
(i)

(ii)
116,403
-------------
0
1,500
-------------
0
30
-------------
0
13,250
-------------
0
110,055
-------------
0
241,238
-------------
0
0
-------------
0
8MARGARET MCLAUGHLIN
DIR. OF HEALTH AND WELLNESS
(i)

(ii)
89,258
-------------
0
17,500
-------------
0
20,069
-------------
0
10,319
-------------
0
88,994
-------------
0
226,140
-------------
0
0
-------------
0
9HEATHER J PARKER
DIRECTOR OF DEVELOPMENT
(i)

(ii)
169,695
-------------
0
1,750
-------------
0
20,129
-------------
0
17,920
-------------
0
2,879
-------------
0
212,373
-------------
0
0
-------------
0
10DOUGLAS C PRICE
DEAN OF ADMISSIONS AND FA
(i)

(ii)
143,626
-------------
0
1,750
-------------
0
10,129
-------------
0
16,439
-------------
0
36,667
-------------
0
208,611
-------------
0
0
-------------
0
11KATHLEEN GODDARD DIRECTOR OF
FACILITIES AND OPERATIONS
(i)

(ii)
123,296
-------------
0
1,750
-------------
0
69
-------------
0
13,183
-------------
0
35,894
-------------
0
174,192
-------------
0
0
-------------
0
Schedule J (Form 990) 2021
Page 3

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A SINCE THE SCHOOL IS A BOARDING SCHOOL, THE MAJORITY OF THE FACULTY ARE REQUIRED TO LIVE ON CAMPUS FOR THE PURPOSE OF SUPERVISING THE STUDENTS. THE ESTIMATED VALUE OF THIS BENEFIT WAS $20,000 DURING THE YEAR WHICH IS INCLUDED IN THE ESTIMATE OF OTHER COMPENSATION REPORTED IN THE FORM 990, PART VII, COLUMN F AND NONTAXABLE BENEFITS REPORTED IN PART II, COLUMN D OF SCHEDULE J. THE HEAD OF SCHOOL'S RESIDENCE HAS A COMBINATION OF PUBLIC AND PRIVATE SPACE. THE ESTIMATED VALUE REFLECTS THE PRIVATE PORTION OF THE RESIDENCE.
PART I, LINE 1B THE SCHOOL HAS A WRITTEN POLICY IN REGARDS TO THE ALLOCATION OF FACULTY MEMBERS TO AVAILABLE ON CAMPUS HOUSING AS PART OF THE FACULTY HANDBOOK. WHILE THE SCHOOL WOULD LIKE TO HOUSE ALL MEMBERS OF THE FACULTY ON CAMPUS, THE NUMBER OF FACULTY MEMBERS EXCEED THE NUMBER OF AVAILABLE HOUSING UNITS. UNITS ARE ALLOCATED BASED ON AVAILABILITY AND FIT (DORM RESPONSIBILITIES COMPARED WITH FACULTY RESPONSIBILITIES). THE ESTIMATED NON TAXABLE VALUE FOR THIS ON-CAMPUS HOUSING IS INCLUDED IN PART VII FOR THE HEAD OF SCHOOL, INTERIM HEAD OF SCHOOL, CFO, DIRECTOR OF TECHNOLOGY, AND DEAN OF COLLEGE COUNSELING & STUDENT ENRICHMENT. IN SOME INSTANCES WHERE ON-CAMPUS HOUSING IS NOT AVAILABLE, TAXABLE STIPENDS ARE ADDED TO FACULTY MEMBER CONTRACTS AND ARE REPORTED IN PART VII, COLUMN (D) UNDER REPORTABLE COMPENSATION AND IN SCHEDULE J, COLUMN (B)(III). THE DIRECTOR OF ADVANCEMENT, COO, DIRECTOR OF HEALTH AND WELLNESS, DIRECTOR OF DEVELOPMENT, AND DEAN OF ADMISSIONS AND FA HAVE RECEIVED SUCH TAXABLE STIPENDS.
PART I, LINE 7 ALL BONUSES WERE APPROVED BY THE BOARD. ALL EMPLOYEES RECEIVED BONUSES BECAUSE OF COVID.
PART II, DAVID BEARE (HEAD OF SCHOOL): FOR THE CALENDAR YEAR 2021, DAVID BEARE, HEAD OF SCHOOL, RECEIVED NON-TAXABLE ON-CAMPUS HOUSING, VALUED AT $20,000. IN ADDITION, HE RECEIVED EMPLOYER PROVIDED HEALTH INSURANCE OF $23,853, NON-TAXABLE EMPLOYER PROVIDED LIFE INSURANCE TOTALING $129, AND NON-TAXABLE EMPLOYER PROVIDED HEALTH SAVINGS ACCOUNT OF $2,125. IN ADDITION, HE PAID NON-TAXABLE HEALTH INSURANCE PREMIUM PAYMENTS WHICH TOTALED $8,522, AND NON-TAXABLE CONTRIBUTIONS TO EMPLOYEE HEALTH SAVINGS ACCOUNT OF $1,500. ALL OF THESE AFOREMENTIONED NON-TAXABLE BENEFITS ARE OFFERED TO FACULTY MEMBERS AND ARE NOT EXCLUSIVE TO DAVID BEARE'S CONTRACT.
Schedule J (Form 990) 2021

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