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Morristown Beard School

  • Morristown, NJ
  • Tax-exempt since Sept. 1943
  • EIN: 22-1487252

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Secondary, High School (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$35M (2023)

Expenses
$34M (2023)

Total Assets
$73.1M (2023)

Total Liabilities
$5.42M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,984,658
Expenses
$34,022,511
Net Income
$962,147
Net Assets
$67,669,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,619,426
7.5%
Program Services $31,575,996
90.3%
Investment Income $800,076
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$14,948
Sales of Assets $58
0.0%
Net Inventory Sales $0
Other Revenue $2,050
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,285,124
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $13,841,955
40.7%
Assets/Debt
Total Assets $73,085,809
Total Liabilities $5,416,796
Net Assets $67,669,013
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Morrison (Head Of School) $468,724 $0 $57,107
Peter Caldwell (Former Head Of School) $270,000 $0 $0
Elizabeth Patterson (Director Of Advancement) $218,265 $0 $46,898
Philicia Levinson (Chief Financial Officer) $201,872 $0 $40,603
Boni Luna (Dean Of Faculty) $181,503 $0 $43,695
Ryan Liese (Head Of Upper School) $179,456 $0 $36,130
Robert Mitchell (Director Of Admission) $145,933 $0 $70,980
Paul Fisher (Technology Teacher) $141,053 $0 $41,431
Klarissa Karosen (Director Of Dei) $134,967 $0 $37,950
Darren Burns (Strategic Planning) $131,739 $0 $41,060
Ravi Chopra (Co President) $0 $0 $0
Carisa Strauss (Co President) $0 $0 $0
Darnell Parker (Vice President) $0 $0 $0
Lee Kellogg Sadrian (Vice President) $0 $0 $0
Kelly Ewing (Vice President) $0 $0 $0
Michael Morais (Vice President) $0 $0 $0
R Cartwright Wallace (Treasurer) $0 $0 $0
Pamela Nelson Davidson (Secretary) $0 $0 $0
Dena Baptiste (Trustee) $0 $0 $0
David Molowa (Trustee) $0 $0 $0
Lissa Ferrell (Trustee) $0 $0 $0
Peter Fiverson (Trustee) $0 $0 $0
Shanae Green (Trustee) $0 $0 $0
David Mcmanus (Trustee) $0 $0 $0
Cory Pine (Trustee) $0 $0 $0
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990
Filed on Feb. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,071,625
Expenses
$32,531,347
Net Income
$2,540,278
Net Assets
$65,061,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,267,010
12.2%
Program Services $30,354,924
86.6%
Investment Income $417,378
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $29,383
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,930
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,205,276
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $13,334,326
41.0%
Assets/Debt
Total Assets $71,175,267
Total Liabilities $6,113,537
Net Assets $65,061,730
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Former Head Of School) $332,700 $0 $33,675
Elizabeth Morrison (Head Of School As Of July 2021) $230,088 $0 $25,889
Elizabeth Patterson (Director Of Advancement) $217,488 $0 $48,257
Darren Burns (Associate Head Of School) $206,311 $0 $100,330
Philicia Levinson (Chief Financial Officer) $195,061 $0 $42,518
Boni Luna (Dean Of Faculty, Head Of Ms) $184,884 $0 $45,019
Ryan Liese (Head Of Upper School) $183,280 $0 $38,352
Robert Mitchell (Director Of Admission) $149,521 $0 $68,580
Paul Fisher (Technology Teacher) $139,158 $0 $44,775
Klarissa Karosen (Director Of Dei) $138,016 $0 $36,939
John Fay (President) $0 $0 $0
Darnell Parker (Vice President) $0 $0 $0
Lee Kellogg Sadrian (Vice President) $0 $0 $0
Carisa Strauss (Vice President) $0 $0 $0
Ravi Chopra (Treasurer) $0 $0 $0
Pamela Nelson Davidson (Secretary) $0 $0 $0
Dena Baptiste (Trustee) $0 $0 $0
Ronald Depoalo (Trustee) $0 $0 $0
Kelly Ewing (Trustee) $0 $0 $0
David Molowa (Trustee) $0 $0 $0
Lissa Ferrell (Trustee) $0 $0 $0
Peter Fiverson (Trustee) $0 $0 $0
Shanae Green (Trustee) $0 $0 $0
Paul Hawkins (Trustee) $0 $0 $0
Gail Kurz (Trustee) $0 $0 $0
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990
Filed on April 5, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,953,028
Expenses
$30,613,612
Net Income
$2,339,416
Net Assets
$68,009,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,772,251
5.4%
Program Services $27,274,294
82.8%
Investment Income $413,028
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,493,455
10.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,540,433
44.2%
Assets/Debt
Total Assets $74,759,879
Total Liabilities $6,750,599
Net Assets $68,009,280
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Head Of School) $443,247 $0 $53,028
Elizabeth Patterson (Director Of Advancement) $207,971 $0 $34,667
Darren Burns (Associate Head Of School) $194,774 $0 $38,875
Boni Luna (Middle School Head) $173,521 $0 $32,710
Philicia Levinson (Chief Financial Officer) $172,988 $0 $28,925
Robert Mitchell (Director Of Admissions) $136,123 $0 $33,585
Ryan Liese (Upper School Head) $85,533 $0 $32,710
John Fay (President) $0 $0 $0
Gail Kurz (Vice President) $0 $0 $0
Lee Sadrian (Vice President) $0 $0 $0
Paul Hawkins (Treasurer) $0 $0 $0
Carisa Strauss (Vice President) $0 $0 $0
Scott Tannen (Vice President) $0 $0 $0
Ravi Chopra (Treasurer) $0 $0 $0
Pamela Nelson Davidson (Secretary) $0 $0 $0
Dena Baptiste (Trustee) $0 $0 $0
Ronald De Poalo (Trustee) $0 $0 $0
Kelly Ewing (Trustee) $0 $0 $0
John Fay (Trustee) $0 $0 $0
Lissa Ferrell (Trustee) $0 $0 $0
Peter Fiverson (Trustee) $0 $0 $0
Shanae Green (Trustee) $0 $0 $0
David Mc Manus (Trustee) $0 $0 $0
David Molowa (Trustee) $0 $0 $0
Elizabeth Morrison (Ex Officio Member) $0 $0 $0
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990
Filed on Nov. 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,916,997
Expenses
$29,833,282
Net Income
$83,715
Net Assets
$61,128,814
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,952,717
6.5%
Program Services $27,237,155
91.0%
Investment Income $467,745
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $259,380
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,723,709
46.0%
Assets/Debt
Total Assets $71,594,413
Total Liabilities $10,465,599
Net Assets $61,128,814
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Headmaster) $445,900 $0 $52,682
John Mascaro (Dean Of Faculty) $212,556 $0 $27,426
Elizabeth Patterson (Director Of Advancement) $204,539 $0 $34,667
Darren Burns (Upper School Head) $190,512 $0 $38,529
Boni Luna (Middle School Head) $166,190 $0 $31,802
Robert Mitchell (Director Of Admissions) $138,039 $0 $33,239
Philicia Levinson (Chief Financial Officer) $108,538 $0 $27,239
John Fay (President) $0 $0 $0
Gail Kurz (Vice President) $0 $0 $0
Abbie Giordano (Vice President) $0 $0 $0
Paul Hawkins (Treasurer) $0 $0 $0
Gerry Scully (Secretary) $0 $0 $0
Dena Baptiste (Trustee) $0 $0 $0
Christopher Blake (Trustee) $0 $0 $0
Ravi Chopra (Trustee) $0 $0 $0
Pam Nelson Davidson (Trustee) $0 $0 $0
Ronald De Poalo (Trustee) $0 $0 $0
Lisa Ferrell (Trustee) $0 $0 $0
Shanae Green (Trustee) $0 $0 $0
Jeffrey Gronning (Trustee) $0 $0 $0
Paul Lombardi (Trustee) $0 $0 $0
David Mc Manus (Trustee) $0 $0 $0
Dave Molowa (Trustee) $0 $0 $0
Ajay Nagpal (Trustee) $0 $0 $0
Darnell Parker (Trustee) $0 $0 $0
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990
Filed on Nov. 20, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,033,926
Expenses
$29,546,969
Net Income
$2,486,957
Net Assets
$60,921,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,840,086
15.1%
Program Services $26,297,659
82.1%
Investment Income $434,093
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $462,088
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,234,446
44.8%
Assets/Debt
Total Assets $72,886,502
Total Liabilities $11,965,163
Net Assets $60,921,339
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Headmaster) $422,625 $0 $51,864
John Mascaro (Dean Of Faculty) $210,330 $0 $27,426
Elizabeth Patterson (Director Of Advancement) $196,574 $0 $33,917
Bruce Adams (Business Manager) $193,280 $0 $25,776
Darren Burns (Upper School Head) $183,534 $0 $37,529
Boni Luna (Middle School Head) $159,149 $0 $31,039
Robert Mitchell (Director Of Admissions) $130,982 $0 $32,229
John Fay (President) $0 $0 $0
Gail Kurz (Vice President) $0 $0 $0
Abbie Giordano (Vice President) $0 $0 $0
Paul Hawkins (Treasurer) $0 $0 $0
Gerry Scully (Secretary) $0 $0 $0
Dena Baptiste (Trustee) $0 $0 $0
Christopher Blake (Trustee) $0 $0 $0
Ravi Chopra (Trustee) $0 $0 $0
Pam Nelson Davidson (Trustee) $0 $0 $0
Ronald De Poalo (Trustee) $0 $0 $0
David Ferry (Trustee) $0 $0 $0
Shanae Green (Trustee) $0 $0 $0
Jeffrey Gronning (Trustee) $0 $0 $0
Paul Lombardi (Trustee) $0 $0 $0
Michael Mariano (Trustee) $0 $0 $0
Ajay Nagpal (Trustee) $0 $0 $0
Lee Kellogg Sadrian (Trustee) $0 $0 $0
Carisa Strauss (Trustee) $0 $0 $0
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990
Filed on Nov. 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,403,014
Expenses
$27,537,249
Net Income
$865,765
Net Assets
$58,141,920
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,402,509
12.0%
Program Services $24,189,073
85.2%
Investment Income $283,830
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $527,602
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $12,588,023
45.7%
Assets/Debt
Total Assets $68,327,621
Total Liabilities $10,185,701
Net Assets $58,141,920
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Headmaster) $449,890 $0 $56,552
John Mascaro (Dean Of Faculty) $198,189 $0 $26,832
Elizabeth Patterson (Director Of Advancement) $197,432 $0 $33,489
Bruce Adams (Business Manager) $194,350 $0 $25,283
Darren Burns (Upper School Head) $172,568 $0 $36,994
Boni Luna (Middle School Head) $148,932 $0 $30,714
Mark Clar (Building And Grounds) $142,984 $0 $15,540
Edward Franz (Guidance) $131,946 $0 $31,636
Paul Fisher (Technology/Science Teacher) $126,216 $0 $32,004
Robert Mitchell (Director Of Admissions) $121,508 $0 $31,846
Roger Richard (History/Dir Academic Studies) $111,225 $0 $30,706
Joseph Locandro (Director Of Annual Giving) $107,206 $0 $24,939
John Fay (President) $0 $0 $0
Gail Kurz (Vice President) $0 $0 $0
David Gately (Vice President) $0 $0 $0
Thompson D Grant Jr (Treasurer) $0 $0 $0
Judy Taggart (Secretary) $0 $0 $0
Bernadette Aiello (Trustee) $0 $0 $0
Joseph B Baker (Trustee) $0 $0 $0
Christopher Blake (Trustee) $0 $0 $0
Ravi Chapra (Trustee) $0 $0 $0
Ronald Depoalo (Trustee) $0 $0 $0
David Ferry (Trustee) $0 $0 $0
Abbie Shine Giordano (Trustee) $0 $0 $0
Jeffrey Gronning (Trustee) $0 $0 $0
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990
Filed on Nov. 9, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,588,966
Expenses
$26,735,324
Net Income
$1,853,642
Net Assets
$56,521,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,290,878
15.0%
Program Services $23,350,077
81.7%
Investment Income $544,308
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $403,703
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $12,238,501
45.8%
Assets/Debt
Total Assets $67,546,643
Total Liabilities $11,025,634
Net Assets $56,521,009
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Headmaster) $399,059 $0 $55,595
Bruce Adams (Business Manager) $196,064 $0 $25,283
John Mascaro (Dean Of Faculty) $191,428 $0 $26,588
Elizabeth Patterson (Director Of Advancement) $173,910 $0 $28,132
Darren Burns (Upper School Head) $167,748 $0 $37,039
Boni Luna (Middle School Head) $144,390 $0 $26,882
Edward Franz (Guidance) $129,695 $0 $31,786
Mark Clar (Building And Grounds) $127,036 $0 $15,517
Paul Fisher (Technology/Science Teacher) $122,571 $0 $19,675
Robert Mitchell (Director Of Admissions) $117,891 $0 $31,992
Joseph Locandro (Director Of Annual Giving) $109,919 $0 $26,297
Roger Richard (History/Dir Academic Studies) $107,691 $0 $30,845
John Fay (President) $0 $0 $0
Gail Kurz (Vice President) $0 $0 $0
David Gately (Vice President) $0 $0 $0
Thompson D Grant Jr (Treasurer) $0 $0 $0
Judy Taggart (Secretary) $0 $0 $0
Bernadette Aiello (Trustee) $0 $0 $0
Joseph B Baker (Trustee) $0 $0 $0
Christopher Blake (Trustee) $0 $0 $0
Ronald Depoalo (Trustee) $0 $0 $0
David Ferry (Trustee) $0 $0 $0
Abbie Shine Giordano (Trustee) $0 $0 $0
Jeffrey Gronning (Trustee) $0 $0 $0
Paul Hawkins (Trustee) $0 $0 $0
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990
Filed on Nov. 29, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,875,690
Expenses
$26,364,581
Net Income
$2,511,109
Net Assets
$53,297,545
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,827,295
16.7%
Program Services $22,827,987
79.1%
Investment Income $519,603
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $700,805
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $11,993,993
45.5%
Assets/Debt
Total Assets $61,450,031
Total Liabilities $8,152,486
Net Assets $53,297,545
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Headmaster) $432,621 $0 $44,522
John Mascaro (Dean Of Faculty) $185,397 $0 $26,021
Bruce Adams (Business Manager) $172,081 $0 $24,755
Darren Burns (Upper School Head) $162,551 $0 $38,047
Elizabeth Patterson (Director Of Advancement) $133,106 $0 $28,397
Boni Luna (Middle School Head) $131,606 $0 $28,397
Edward Franz (Guidance) $124,508 $0 $32,947
Paul Fisher (Technology/Science Teacher) $120,332 $0 $19,310
Roger Richard (History/Dir Academic Studies) $115,333 $0 $26,297
Robert Mitchell (Director Of Admissions) $111,270 $0 $33,147
Mark Clar (Building And Grounds) $103,352 $0 $29,261
Joseph Locandro (Director Of Annual Giving) $97,136 $0 $26,297
Michael Ranger (President) $0 $0 $0
Paolo Cucchi (Vice President) $0 $0 $0
John Fay (Vice President) $0 $0 $0
Thompson D Grant Jr (Treasurer) $0 $0 $0
Judy Taggart (Secretary) $0 $0 $0
Mary Ellen Campbell (Honorary Trustee) $0 $0 $0
Bernadette Aiello (Trustee) $0 $0 $0
Joseph B Baker (Trustee) $0 $0 $0
Shane Connell (Trustee) $0 $0 $0
Ronald Depaola (Trustee) $0 $0 $0
Wilfredo Fernandez (Trustee) $0 $0 $0
David Ferry (Trustee) $0 $0 $0
David Gately (Trustee) $0 $0 $0
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990
Filed on March 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,195,083
Expenses
$25,561,861
Net Income
$4,633,222
Net Assets
$51,536,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,537,534
21.7%
Program Services $22,282,234
73.8%
Investment Income $453,870
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $921,445
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $11,436,409
44.7%
Assets/Debt
Total Assets $59,310,075
Total Liabilities $7,773,311
Net Assets $51,536,764
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Headmaster) $407,972 $0 $41,202
John Mascaro (Dean Of Faculty) $178,734 $0 $26,881
Darren Burns (Upper School Head) $171,865 $0 $36,155
Bruce Adams (Business Manager) $163,051 $0 $25,171
Edward Franz (Guidance) $125,068 $0 $31,510
Paul Fisher (Technology/Science Teacher) $116,113 $0 $13,995
Elizabeth Patterson (Director Of Advancement) $115,876 $0 $26,394
Boni Luna (Middle School Head) $114,594 $0 $14,038
Mark Clar (Building And Grounds) $101,482 $0 $25,098
Robert Mitchell (Director Of Admissions) $99,231 $0 $27,983
Michael Ranger (President) $0 $0 $0
Paolo Cucchi (Vice President) $0 $0 $0
John Fay (Vice President) $0 $0 $0
Thompson D Grant Jr (Treasurer) $0 $0 $0
Judy Taggart (Secretary) $0 $0 $0
Mary Ellen Campbell (Honorary Trustee) $0 $0 $0
Shane Connell (Trustee) $0 $0 $0
John Egan (Trustee) $0 $0 $0
Wilfredo Fernandez (Trustee) $0 $0 $0
David Ferry (Trustee) $0 $0 $0
David Gately (Trustee) $0 $0 $0
Abbie Shine Giordano (Trustee) $0 $0 $0
Jeffrey Gronning (Trustee) $0 $0 $0
David V H Hedley (Honorary Trustee) $0 $0 $0
Allan P Kirby Jr (Honorary Trustee) $0 $0 $0
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990
Filed on March 2, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,388,794
Expenses
$23,631,213
Net Income
-$242,419
Net Assets
$46,785,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $863,310
3.7%
Program Services $21,017,248
89.9%
Investment Income $356,893
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,151,343
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $10,675,136
45.2%
Assets/Debt
Total Assets $56,227,605
Total Liabilities $9,441,850
Net Assets $46,785,755
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Caldwell (Headmaster) $368,188 $0 $31,165
John Mascaro (Dean Of Faculty) $175,745 $0 $25,419
Darren Burns (Upper School Head) $154,940 $0 $35,793
Bruce Adams (Business Manager) $147,492 $0 $34,350
Edward Franz (Guidance) $121,213 $0 $29,587
Paul Fisher (Technology/Science Teacher) $112,106 $0 $13,606
Boni Luna (Middle School Head) $110,782 $0 $13,624
Elizabeth Patterson (Director Of Advancement) $101,350 $0 $24,168
Robert Mitchell (Director Of Admissions) $80,740 $0 $25,583
Michael Ranger (President) $0 $0 $0
Paolo Cucchi (Vice President) $0 $0 $0
John Egan (Vice President) $0 $0 $0
Thompson D Grant Jr (Treasurer) $0 $0 $0
Judy Taggart (Secretary) $0 $0 $0
Mary Ellen Campbell (Honorary Trustee) $0 $0 $0
Shane Connell (Trustee) $0 $0 $0
John Fay (Trustee) $0 $0 $0
Wilfredo Fernandez (Trustee) $0 $0 $0
David Ferry (Trustee) $0 $0 $0
David Gately (Trustee) $0 $0 $0
Abbie Shine Giordano (Trustee) $0 $0 $0
Jeffrey Gronning (Trustee) $0 $0 $0
David V H Hedley (Honorary Trustee) $0 $0 $0
Allan P Kirby Jr (Honorary Trustee) $0 $0 $0
Gail Kurz (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,864,953
Expenses
$22,231,067
Net Income
$633,886
Net Assets
$45,164,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,692,168
7.4%
Program Services $20,093,439
87.9%
Investment Income $208,112
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $871,234
3.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,056,656
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $9,235,624
41.5%
Assets/Debt
Total Assets $54,145,780
Total Liabilities $8,980,802
Net Assets $45,164,978

Document Links

990
Filed on April 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,245,593
Expenses
$21,523,182
Net Income
-$277,589
Net Assets
$43,142,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,017,199
4.8%
Program Services $19,165,098
90.2%
Investment Income $238,778
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,689
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $822,829
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,072,940
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $8,808,158
40.9%
Assets/Debt
Total Assets $52,827,954
Total Liabilities $9,685,056
Net Assets $43,142,898

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,030,891
Expenses
$20,714,384
Net Income
$1,316,507
Net Assets
$43,728,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,664,804
12.1%
Program Services $18,317,174
83.1%
Investment Income $158,327
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $398
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $890,188
4.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $931,484
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $8,581,703
41.4%
Assets/Debt
Total Assets $52,748,250
Total Liabilities $9,019,303
Net Assets $43,728,947

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated