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MILTON ACADEMY

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Public IRS 990 nonprofit record

MILTON ACADEMY

EIN 04-2103603 · Education (B200)

What they do

MILTON ACADEMY CULTIVATES IN ITS STUDENTS A PASSION for LEARNING and A RESPECT for OTHERS. EMBRACING DIVERSITY and THE PURSUIT of EXCELLENCE, WE CREATE A COMMUNITY IN WHICH INDIVIDUALS DEVELOP COMPETENCE, CONFIDENCE and CHARACTER. SEE SCHEDULE O for FULL DESCRIPTION.MILTON ACADEMY CULTIVATES IN ITS STUDENTS A PASSION for LEARNING and A RESPECT for OTHERS. EMBRACING DIVERSITY and THE PURSUIT of EXCELLENCE, WE CREATE A COMMUNITY IN WHICH INDIVIDUALS DEVELOP COMPETENCE, CONFIDENCE and CHARACTER. OUR ACTIVE LEARNING ENVIRONMENT, IN and OUT of THE CLASSROOM, DEVELOPS CREATIVE and CRITICAL THINKERS, UNAFRAID to EXPRESS THEIR IDEAS, PREPARED to SEEK MEANINGFUL LIFETIME SUCCESS and to LIVE BY OUR MOTTO, "DARE to BE TRUE."

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $72.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders35 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.53%of revenue went to mission work72.7% of expenses · Program services
4.19%of revenue went to fundraising4.1% of expenses
$102.57spent for every $100 of revenueSpending was higher than revenue this year.
23.85%of revenue went to management and office costs23.3% of expenses
$5.23in assets for every $1 spent this yearSome assets cannot be spent right away.
12.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,680,406 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $813,811 for ALEXANDRA CALLEN (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$104,334,671
Mission workProgram services$77,756,55674.53% of revenue72.7% of expenses
ManagementOffice and general costs$24,885,38223.85% of revenue23.3% of expenses
FundraisingAsking for donations$4,373,1394.19% of revenue4.1% of expenses
Total expenses$107,015,077102.57% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 72.7% mission · 23.3% management · 4.1% fundraisingTotal expenses: 102.57% of revenue
2023Expense mix: 71.8% mission · 24.2% management · 4.0% fundraisingTotal expenses: 109.20% of revenue
2022Expense mix: 72.7% mission · 23.0% management · 4.3% fundraisingTotal expenses: 110.58% of revenue
2021Expense mix: 72.2% mission · 23.9% management · 3.9% fundraisingTotal expenses: 77.69% of revenue
2020Expense mix: 71.3% mission · 24.8% management · 3.8% fundraisingTotal expenses: 79.58% of revenue
2019Expense mix: 73.1% mission · 22.2% management · 4.7% fundraisingTotal expenses: 76.35% of revenue
2018Expense mix: 71.2% mission · 23.8% management · 5.0% fundraisingTotal expenses: 87.67% of revenue
2017Expense mix: 69.8% mission · 25.0% management · 5.3% fundraisingTotal expenses: 88.21% of revenue

Money in and money out

Revenue$104,334,671
Expenses$107,015,077
Annual shortfall $2,680,406 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$77,756,556 · 72.7% of expenses
Management and office costs$24,885,382 · 23.3% of expenses
Fundraising$4,373,139 · 4.1% of expenses
See all reported dollar amounts
Revenue$104,334,671
Expenses$107,015,077
Assets$559,547,865
Income$222,452,310
Contributions$13,106,823
Mission work (program services)$77,756,556
Fundraising$4,373,139
Grants given$1,554,500
Average grant$47,106
Management and general$24,885,382
Stocks and bonds$44,757,410
Accounting fees$211,394
Investing fees$4,131,096
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
ALEXANDRA CALLENHEAD OF SCHOOL · 60 hrs/week $813,811Base $548,407 · Other $265,404
LISA WINICKCHIEF ADVANCEMENT OFFICER · 50 hrs/week $398,050Base $300,610 · Other $97,440
HEIDI VANDERBILT-BROWNCHIEF FINANCIAL & OPERATING OFFICER · 50 hrs/week $380,381Base $313,133 · Other $67,248
PAUL REBUCKDEAN OF ENROLLMENT & FINANCIAL AID · 50 hrs/week $295,174Base $194,154 · Other $101,020
MONICA PALMERPRINCIPAL, UPPER SCHOOL · 50 hrs/week $289,104Base $226,720 · Other $62,384
CAROL A GIUSTI-CAHALANEDIRECTOR OF DEVELOPMENT · 50 hrs/week $282,378Base $222,616 · Other $59,762
EILEEN NEWMANCHIEF COMMUNICATION OFFICER · 50 hrs/week $228,123Base $198,034 · Other $30,089
SUSANNA L WYLIECHIEF LEGAL COUNSEL · 50 hrs/week $225,542Base $210,943 · Other $14,599
DIANE KIMBALLDIRECTOR OF BUDGETS & INSTITUTIONAL · 50 hrs/week $216,845Base $187,245 · Other $29,600
THEODORICK BLANDFORMER HEAD OF SCHOOL · 60 hrs/week $176,054Base $147,823 · Other $28,231

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (35)

ALEXANDRA CALLENHEAD OF SCHOOL

LISA WINICKCHIEF ADVANCEMENT OFFICER

HEIDI VANDERBILT-BROWNCHIEF FINANCIAL & OPERATING OFFICER

PAUL REBUCKDEAN OF ENROLLMENT & FINANCIAL AID

MONICA PALMERPRINCIPAL, UPPER SCHOOL

CAROL A GIUSTI-CAHALANEDIRECTOR OF DEVELOPMENT

EILEEN NEWMANCHIEF COMMUNICATION OFFICER

SUSANNA L WYLIECHIEF LEGAL COUNSEL

DIANE KIMBALLDIRECTOR OF BUDGETS & INSTITUTIONAL

THEODORICK BLANDFORMER HEAD OF SCHOOL

RAVI MALLELATRUSTEE

MOLLY KINGTRUSTEE

OSAREMEN F OKOLOTRUSTEE

PATRICK TSANGTRUSTEE

PETER R KAGANTRUSTEE, TREASURER

RANA EL KALIOUBYTRUSTEE

JUSTIN M WALSHTRUSTEE

SHADI FAROKHZADTRUSTEE

SONU KALRATRUSTEE

TOM REARDONTRUSTEE

YENG FELIPE BUTLERTRUSTEE

MEIKA NEBLETTTRUSTEE

LAMONT A GORDONTRUSTEE

JOHN D MCEVOYTRUSTEE

JOHN B FITZGIBBONSTRUSTEE

JASON DILLOWTRUSTEE

HENDRICK SINTRUSTEE

HELEN ZHUTRUSTEE

GABRIEL SUNSHINETRUSTEE

EUGENE F REILLYTRUSTEE

DAVID V CAPPILLOTRUSTEE, SECRETARY

DAVID B BREWSTERTRUSTEE

CLAIRE HUGHES JOHNSONTRUSTEE, PRESIDENT

CELESTE EMILY HUGHEYTRUSTEE

CALEB J WEINSTEINTRUSTEE

About this charity

Recognized since
January 1959
Location
170 CENTRE ST, MILTON, MA 02186-3338
County
Norfolk
In care of
HEIDI VANDERBILT-BROWN
Primary officer
HEIDI VANDERBILT-BROWN, CFO & COO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
CBIZ ADVISORS LLC
NTEE classification
Education (B200)
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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