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MILTON ACADEMY IS AN INDEPENDENT COLLEGE PREPARATORY K-12 SCHOOL, BOARDING AND DAY IN GRADES 9-12.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2022
Total Revenue
▼$86.2M
Program Spending
73%
of total expenses go to program services
Total Contributions
$15M
Total Expenses
▼$95.3M
Total Assets
$514.7M
Total Liabilities
▼$86.2M
Net Assets
$428.6M
Officer Compensation
→$1.9M
Other Salaries
$31.2M
Investment Income
$6.2M
Fundraising
▼N/A
Tax Year 2022 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $262.5K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
TOWN OF MILTON | MILTON, MA | $210K | Cash | VOLUNTARY GRANT |
MILTON FIRE DEPARTMENT | MILTON, MA | $12.5K | Cash | VOLUNTARY GRANT |
MILTON POLICE DEPARTMENT | MILTON, MA | $12.5K | Cash | VOLUNTARY GRANT |
MILTON FOUNDATION FOR EDUCATION | MILTON, MA | $12.5K | Cash | VOLUNTARY GRANT |
MILTON TEEN CENTER | MILTON, MA | $7,500 | Cash | VOLUNTARY GRANT |
MILTON LIBRARY FOUNDATION | MILTON, MA | $7,500 | Cash | VOLUNTARY GRANT |
| Total | $262.5K | |||
TOWN OF MILTON
MILTON, MA
$210K
MILTON FIRE DEPARTMENT
MILTON, MA
$12.5K
MILTON POLICE DEPARTMENT
MILTON, MA
$12.5K
MILTON FOUNDATION FOR EDUCATION
MILTON, MA
$12.5K
MILTON TEEN CENTER
MILTON, MA
$7,500
MILTON LIBRARY FOUNDATION
MILTON, MA
$7,500
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 2022 · 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 |
|---|---|---|---|---|---|
| 2023 | $86.2M | $15M | $95.3M | $514.7M | $428.6M |
| 2022IRS e-File | $86.2M | $15M | $95.3M | $514.7M | $428.6M |
| 2021 | $105M | $10.8M | $83.6M | $512.7M | $439.3M |
| 2020 | $105.7M | $27.1M | $80.7M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2022)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2022)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Theodorick Bland | Head Of School (until June 2023) | 60 | $700.7K | $0 | $273.4K | $974.1K |
| Heidi Vanderbilt-Brown | Chief Financial & Operating Officer | 50 | $296.3K | $0 | $55.6K | $351.9K |
| Claire Hughes Johnson | Trustee - President | 4 | $0 | $0 | $0 | $0 |
| Peter R Kagan | Trustee - Treasurer | 3 | $0 | $0 | $0 | $0 |
| Yunli Lou | Trustee - Vice President | 3 | $0 | $0 | $0 | $0 |
| Luis M Viceira | Trustee - Vice President | 3 | $0 | $0 | $0 | $0 |
| Edward E Wendell Jr | Trustee - Vice President | 3 | $0 | $0 | $0 | $0 |
| Ronnell L Wilson | Trustee - Vice President | 3 | $0 | $0 | $0 | $0 |
| Stuart I Mathews | Trustee - Secretary | 3 | $0 | $0 | $0 | $0 |
Theodorick Bland
Head Of School (until June 2023)
$974.1K
Hrs/Wk
60
Compensation
$700.7K
Related Orgs
$0
Other
$273.4K
Heidi Vanderbilt-Brown
Chief Financial & Operating Officer
$351.9K
Hrs/Wk
50
Compensation
$296.3K
Related Orgs
$0
Other
$55.6K
Claire Hughes Johnson
Trustee - President
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Peter R Kagan
Trustee - Treasurer
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Yunli Lou
Trustee - Vice President
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Luis M Viceira
Trustee - Vice President
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Edward E Wendell Jr
Trustee - Vice President
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Ronnell L Wilson
Trustee - Vice President
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Stuart I Mathews
Trustee - Secretary
$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 |
|---|---|---|---|---|---|---|
| Lisa Winick | Chief Advancement Officer | 50 | $306.3K | $0 | $116.1K | $422.4K |
| Paul Rebuck | Dean Of Enrollment & Financial Aid | 50 | $187.5K | $0 | $84.9K | $272.4K |
| David Ball Until 63022 | Principal, Upper School | 50 | $173.9K |
Lisa Winick
Chief Advancement Officer
$422.4K
Hrs/Wk
50
Compensation
$306.3K
Related Orgs
$0
Other
$116.1K
Paul Rebuck
Dean Of Enrollment & Financial Aid
$272.4K
Hrs/Wk
50
Compensation
$187.5K
Related Orgs
$0
Other
$84.9K
David Ball Until 63022
Principal, Upper School
$245K
Hrs/Wk
50
Compensation
$173.9K
Related Orgs
$0
Other
$71.1K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| David B Brewster | Trustee | 1 | $0 | $0 | $0 | $0 |
| Douglas Crocker Ii | Trustee (until 6/30/23) | 1 | $0 | $0 | $0 | $0 |
| Eleanor Haller-Jorden | Trustee (until 6/30/23) | 1 | $0 | $0 | $0 | $0 |
| Elizabeth B Katz | Trustee (until 6/30/23) | 1 | $0 | $0 | $0 | $0 |
| Eugene F Reilly | Trustee | 1 | $0 | $0 | $0 | $0 |
| Gabriel Sunshine |
David B Brewster
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Douglas Crocker Ii
Trustee (until 6/30/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Eleanor Haller-Jorden
Trustee (until 6/30/23)
$0
Hrs/Wk
1
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 |
|---|---|---|---|---|---|---|
| Alden Smith | Fmr Director Of The Mountain School | 50 | $221.8K | $0 | $41.4K | $263.2K |
Alden Smith
Fmr Director Of The Mountain School
$263.2K
Hrs/Wk
50
Compensation
$221.8K
Related Orgs
$0
Other
$41.4K
| $434.6M |
| $363.6M |
| 2019 | $89.9M | $11.8M | $78.8M | $406.5M | $347.8M |
| 2018 | $87.9M | $21M | $77.6M | $406.7M | $345.6M |
| 2017 | $93.6M | $18M | $73.8M | $377.7M | $318M |
| 2016 | $76.5M | $16.8M | $70.1M | $341.8M | $283.9M |
| 2015 | $82.5M | $21M | $67.1M | $352.7M | $294M |
| 2014 | $74M | $19.3M | $65.1M | $336.1M | $276.9M |
| 2013 | $59.1M | $9.5M | $62.8M | $293.3M | $234.6M |
| 2012 | $64.5M | $9.5M | $61.1M | $272.2M | $212.2M |
| 2011 | $72.3M | $13.6M | $60.4M | $286.4M | $226.1M |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 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 | — |
| $0 |
| $71.1K |
| $245K |
| Carol A Giusti-Cahalane | Director Of Development | 50 | $192.5K | $0 | $47.2K | $239.8K |
| Francis Patti Until 63023 | Principal, Lower School | 50 | $212.6K | $0 | $26.1K | $238.8K |
| Deborah O'Toole | Chief Hr And Risk Officer | 50 | $169.4K | $0 | $47.4K | $216.8K |
| Samantha E Dixon Eversole | Director Of Advancement Operations | 50 | $172.6K | $0 | $44K | $216.6K |
Carol A Giusti-Cahalane
Director Of Development
$239.8K
Hrs/Wk
50
Compensation
$192.5K
Related Orgs
$0
Other
$47.2K
Francis Patti Until 63023
Principal, Lower School
$238.8K
Hrs/Wk
50
Compensation
$212.6K
Related Orgs
$0
Other
$26.1K
Deborah O'Toole
Chief Hr And Risk Officer
$216.8K
Hrs/Wk
50
Compensation
$169.4K
Related Orgs
$0
Other
$47.4K
Samantha E Dixon Eversole
Director Of Advancement Operations
$216.6K
Hrs/Wk
50
Compensation
$172.6K
Related Orgs
$0
Other
$44K
| Trustee |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Helen Zhu | Trustee | 1 | $0 | $0 | $0 | $0 |
| Hendrick Sin | Trustee | 1 | $0 | $0 | $0 | $0 |
| Jason Dillow | Trustee | 1 | $0 | $0 | $0 | $0 |
| John B Fitzgibbons | Trustee | 1 | $0 | $0 | $0 | $0 |
| John D Mcevoy | Trustee | 1 | $0 | $0 | $0 | $0 |
| Justin M Walsh | Trustee | 1 | $0 | $0 | $0 | $0 |
| Meika Neblett | Trustee | 1 | $0 | $0 | $0 | $0 |
| Osaremen F Okolo | Trustee | 1 | $0 | $0 | $0 | $0 |
| Patrick Tsang | Trustee | 1 | $0 | $0 | $0 | $0 |
| Ravi Mallela | Trustee | 1 | $0 | $0 | $0 | $0 |
| Shadi Farokhzad | Trustee | 1 | $0 | $0 | $0 | $0 |
| Sonu Kalra | Trustee | 1 | $0 | $0 | $0 | $0 |
| Sylvia P Westphal | Trustee (until 6/30/23) | 1 | $0 | $0 | $0 | $0 |
| William Knowlton | Trustee (until 6/30/23) | 1 | $0 | $0 | $0 | $0 |
| Yeng Felipe Butler | Trustee | 1 | $0 | $0 | $0 | $0 |
Elizabeth B Katz
Trustee (until 6/30/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Eugene F Reilly
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Gabriel Sunshine
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Helen Zhu
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Hendrick Sin
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jason Dillow
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John B Fitzgibbons
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John D Mcevoy
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Justin M Walsh
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Meika Neblett
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Osaremen F Okolo
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Patrick Tsang
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ravi Mallela
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Shadi Farokhzad
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Sonu Kalra
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Sylvia P Westphal
Trustee (until 6/30/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William Knowlton
Trustee (until 6/30/23)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Yeng Felipe Butler
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0