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SEE SCHEDULE O
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$207.9M
Program Spending
79%
of total expenses go to program services
Total Contributions
$29.3M
Total Expenses
▼$161.9M
Total Assets
$2B
Total Liabilities
▼$212.1M
Net Assets
$1.8B
Officer Compensation
→$4.6M
Other Salaries
$52.5M
Investment Income
$91.6M
Fundraising
▼$0
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $500.1K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
TOWN OF ANDOVER | ST ANDOVER, MA | $475.8K | Cash | SEE PART IV |
CITY OF METHUEN | ST METHUEN, MA | $24.3K | Cash | SEE PART IV |
| Total | $500.1K | |||
TOWN OF ANDOVER
ST ANDOVER, MA
$475.8K
CITY OF METHUEN
ST METHUEN, MA
$24.3K
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $207.9M | $29.3M | $161.9M | $2B | $1.8B |
| 2022IRS e-File | $186.8M | $45.2M | $150.7M | $1.9B | $1.7B |
| 2021 | $191.1M | $34.1M | $129.1M | $2B | $1.8B |
| 2020 | $233.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Raynard S Kington | Head Of School / Trustee | 60 | $706.4K | $0 | $306.3K | $1M |
| Fernando R Alonso | Asst Head Of School/cfo | 55 | $335.1K | $0 | $119.9K | $455K |
| Gil Caffray | Trustee/treasurer | 3 | $0 | $0 | $0 | $0 |
| Amy C Falls | Trustee/president | 3 | $0 | $0 | $0 | $0 |
Raynard S Kington
Head Of School / Trustee
$1M
Hrs/Wk
60
Compensation
$706.4K
Related Orgs
$0
Other
$306.3K
Fernando R Alonso
Asst Head Of School/cfo
$455K
Hrs/Wk
55
Compensation
$335.1K
Related Orgs
$0
Other
$119.9K
Gil Caffray
Trustee/treasurer
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Amy C Falls
Trustee/president
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Kirsten A Glantz | Chief Investment Officer | 55 | $1M | $0 | $86K | $1.1M |
| Thomas P Lockerby | Secretary Of The Academy | 55 | $452.1K | $0 | $114.5K | $566.6K |
| Christian A Reusche | Assoc Director Of Investments | 55 | $383.3K |
Kirsten A Glantz
Chief Investment Officer
$1.1M
Hrs/Wk
55
Compensation
$1M
Related Orgs
$0
Other
$86K
Thomas P Lockerby
Secretary Of The Academy
$566.6K
Hrs/Wk
55
Compensation
$452.1K
Related Orgs
$0
Other
$114.5K
Christian A Reusche
Assoc Director Of Investments
$436.5K
Hrs/Wk
55
Compensation
$383.3K
Related Orgs
$0
Other
$53.2K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aisha Jorge Massengill | Alumni Trustee | 3 | $0 | $0 | $0 | $0 |
| Allison E Picott | Trustee | 3 | $0 | $0 | $0 | $0 |
| Amy Christodoulo | Trustee | 3 | $0 | $0 | $0 | $0 |
| Andrew J Guff Jr | Trustee | 3 | $0 | $0 | $0 | $0 |
| Carlos Montemayor | Trustee | 3 | $0 | $0 | $0 | $0 |
| Christoper S Auguste | Trustee |
Aisha Jorge Massengill
Alumni Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Allison E Picott
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Amy Christodoulo
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Rajesh Mundra | Interim Deputy Head Of School | 55 | $125.7K | $0 | $48.2K | $173.9K |
Rajesh Mundra
Interim Deputy Head Of School
$173.9K
Hrs/Wk
55
Compensation
$125.7K
Related Orgs
$0
Other
$48.2K
| $50.7M |
| $131.7M |
| $1.6B |
| $1.4B |
| 2019 | $212.6M | $47.7M | $138.2M | $1.6B | $1.4B |
| 2018 | $192M | $68.4M | $131.7M | $1.6B | $1.4B |
| 2017 | $169.6M | $46.4M | $128.9M | $1.5B | $1.3B |
| 2016 | $148.1M | $55.9M | $121M | $1.4B | $1.2B |
| 2015 | $150.2M | $32.6M | $118.8M | $1.4B | $1.2B |
| 2014 | $147.7M | $25.7M | $110M | $1.4B | $1.2B |
| 2013 | $146.6M | $30.6M | $107.2M | $1.2B | $1.1B |
| 2012 | $136.5M | $46.1M | $106.7M | $1.1B | $974M |
| 2011 | $136.2M | $27M | $103.1M | $1.1B | $991.3M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $0 |
| $53.2K |
| $436.5K |
| Xue Yang | Assoc Director Of Investments | 55 | $357.8K | $0 | $52.1K | $409.9K |
| Andrew Jaffoni | Assoc Director Of Investments | 55 | $355K | $0 | $53K | $408K |
| Amy Patel | Chief Medical Officer | 55 | $254.2K | $0 | $141.4K | $395.5K |
| Jeffrey C Domina | Dean Of Faculty | 55 | $172.2K | $0 | $186.2K | $358.4K |
| James F Ventre | Asst Head Of School Admission | 55 | $209.7K | $0 | $146.1K | $355.8K |
| Jessica L Herbster | General Counsel | 55 | $244.5K | $0 | $76.9K | $321.4K |
| Merrilee Mardon | Deputy Head Of School Academic | 55 | $150K | $0 | $102.3K | $252.4K |
| J Lawrence Muench | Director Of Facilities | 55 | $203.8K | $0 | $24.5K | $228.2K |
Xue Yang
Assoc Director Of Investments
$409.9K
Hrs/Wk
55
Compensation
$357.8K
Related Orgs
$0
Other
$52.1K
Andrew Jaffoni
Assoc Director Of Investments
$408K
Hrs/Wk
55
Compensation
$355K
Related Orgs
$0
Other
$53K
Amy Patel
Chief Medical Officer
$395.5K
Hrs/Wk
55
Compensation
$254.2K
Related Orgs
$0
Other
$141.4K
Jeffrey C Domina
Dean Of Faculty
$358.4K
Hrs/Wk
55
Compensation
$172.2K
Related Orgs
$0
Other
$186.2K
James F Ventre
Asst Head Of School Admission
$355.8K
Hrs/Wk
55
Compensation
$209.7K
Related Orgs
$0
Other
$146.1K
Jessica L Herbster
General Counsel
$321.4K
Hrs/Wk
55
Compensation
$244.5K
Related Orgs
$0
Other
$76.9K
Merrilee Mardon
Deputy Head Of School Academic
$252.4K
Hrs/Wk
55
Compensation
$150K
Related Orgs
$0
Other
$102.3K
J Lawrence Muench
Director Of Facilities
$228.2K
Hrs/Wk
55
Compensation
$203.8K
Related Orgs
$0
Other
$24.5K
| 3 |
| $0 |
| $0 |
| $0 |
| $0 |
| Christopher Jwb Leggett | Alumni Trustee | 3 | $0 | $0 | $0 | $0 |
| David J Corkins | Trustee | 3 | $0 | $0 | $0 | $0 |
| Eric L Zinterhofer | Trustee | 3 | $0 | $0 | $0 | $0 |
| Jennifer Amstutz | Alumni Trustee | 3 | $0 | $0 | $0 | $0 |
| Keith T Flaherty | Trustee | 3 | $0 | $0 | $0 | $0 |
| Loyce Lashawndra Pace | Alumni Trustee | 3 | $0 | $0 | $0 | $0 |
| Michael Schmertzler | Trustee | 3 | $0 | $0 | $0 | $0 |
| Sanjiv Desai | Alumni Trustee | 3 | $0 | $0 | $0 | $0 |
| Stacy Schiff | Trustee | 3 | $0 | $0 | $0 | $0 |
| Stefan L Kaluzny | Trustee | 3 | $0 | $0 | $0 | $0 |
| Tamara Elliott Rogers | Trustee | 3 | $0 | $0 | $0 | $0 |
| Tristin Batchelder Mannion | Trustee | 3 | $0 | $0 | $0 | $0 |
| William M Tong | Alumni Trustee | 3 | $0 | $0 | $0 | $0 |
| Yichen Zhang | Trustee | 3 | $0 | $0 | $0 | $0 |
Andrew J Guff Jr
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Carlos Montemayor
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Christoper S Auguste
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Christopher Jwb Leggett
Alumni Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
David J Corkins
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Eric L Zinterhofer
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Jennifer Amstutz
Alumni Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Keith T Flaherty
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Loyce Lashawndra Pace
Alumni Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Michael Schmertzler
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Sanjiv Desai
Alumni Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Stacy Schiff
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Stefan L Kaluzny
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Tamara Elliott Rogers
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Tristin Batchelder Mannion
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
William M Tong
Alumni Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Yichen Zhang
Trustee
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0