MILLBROOK SCHOOL Charity Report

Public IRS 990 nonprofit record

MILLBROOK SCHOOL

EIN 14-1413770 · Education (B250)

What they do

IN A COMMUNITY WHERE EVERY STUDENT is KNOWN and NEEDED, MILLBROOK PREPARES ITS STUDENTS for COLLEGE and LIVES of MEANING and CONSEQUENCE BY INSTILLING THE VALUES of RESPECT, INTEGRITY, SERVICE, STEWARDSHIP, and CURIOSITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.00 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 leaders36 people are listed in the latest report.

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

Money made simple

59.11%of revenue went to mission work77.0% of expenses · Program services

4.95%of revenue went to fundraising6.4% of expenses

$76.75spent for every $100 of revenueRevenue covered expenses this year.

12.69%of revenue went to management and office costs16.5% of expenses

$5.28in assets for every $1 spent this yearSome assets cannot be spent right away.

23.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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

Pay context: The highest compensation shown in this filing is $601,431 for JONATHAN DOWNS (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.

$100revenue

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$45,431,665

Mission workProgram services$26,854,43859.11% of revenue77.0% of expenses

ManagementOffice and general costs$5,765,79412.69% of revenue16.5% of expenses

FundraisingAsking for donations$2,247,8544.95% of revenue6.4% of expenses

Revenue left after expensesReported annual surplus$10,563,57923.25% of revenueShown in gray on the chart

Total expenses$34,868,08676.75% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 77.0% mission · 16.5% management · 6.4% fundraisingTotal expenses: 76.75% of revenue

2023Expense mix: 76.5% mission · 16.2% management · 7.3% fundraisingTotal expenses: 94.82% of revenue

2022Expense mix: 82.7% mission · 10.9% management · 6.4% fundraisingTotal expenses: 99.14% of revenue

2021Expense mix: 81.1% mission · 12.1% management · 6.8% fundraisingTotal expenses: 104.77% of revenue

2020Expense mix: 83.0% mission · 10.6% management · 6.4% fundraisingTotal expenses: 75.27% of revenue

2019Expense mix: 82.5% mission · 11.6% management · 5.8% fundraisingTotal expenses: 86.05% of revenue

2018Expense mix: 81.3% mission · 11.9% management · 6.8% fundraisingTotal expenses: 91.23% of revenue

2017Expense mix: 80.9% mission · 11.8% management · 7.3% fundraisingTotal expenses: 74.94% of revenue

Money in and money out

Revenue$45,431,665

Expenses$34,868,086

Annual surplus $10,563,579 Revenue was higher than expenses 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)$26,854,438 · 77.0% of expenses

Management and office costs$5,765,794 · 16.5% of expenses

Fundraising$2,247,854 · 6.4% of expenses

See all reported dollar amounts

Revenue$45,431,665

Expenses$34,868,086

Assets$184,084,211

Income$63,999,947

Contributions$10,504,769

Mission work (program services)$26,854,438

Fundraising$2,247,854

Grants given$183,000

Average grant$9,632

Management and general$5,765,794

Stocks and bonds$15,066,573

Accounting fees$72,747

Investing fees$217,833

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

JONATHAN DOWNSHEAD OF SCHOOL · 40 hrs/week $601,431Base $468,758 · Other $132,673

JEFFREY SMITHCFO/COO · 40 hrs/week $322,926Base $234,953 · Other $87,973

NANCY STAHLDIRECTOR OF PHILANTHROPY FOR TREVOR ZOO · 40 hrs/week $251,683Base $202,352 · Other $49,331

MEGHAN GROVERDIRECTOR OF ADMISSION · 40 hrs/week $210,247Base $119,004 · Other $91,243

ALAN TOUSIGNANTDIRECTOR OF THE TREVOR ZOO · 40 hrs/week $190,017Base $123,567 · Other $66,450

JARRATT CLARKEASSISTANT HOS FOR ACADEMIC · 40 hrs/week $180,478Base $125,277 · Other $55,201

NATALIE SMITHDIRECTOR OF ADVANCEMENT · 40 hrs/week $178,738Base $168,400 · Other $10,338

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 (36)

JONATHAN DOWNSHEAD OF SCHOOL

JEFFREY SMITHCFO/COO

NANCY STAHLDIRECTOR OF PHILANTHROPY FOR TREVOR ZOO

MEGHAN GROVERDIRECTOR OF ADMISSION

ALAN TOUSIGNANTDIRECTOR OF THE TREVOR ZOO

JARRATT CLARKEASSISTANT HOS FOR ACADEMIC

NATALIE SMITHDIRECTOR OF ADVANCEMENT

PETER R CHAPMANSECRETARY (UNTIL 05/25)

PAUL SIMONSTRUSTEE

PAUL SOLOMONVICE CHAIRMAN

PAUL STAFFORDSECRETARY (AS OF 05/25)

LISA SELZTRUSTEE

PHILIP DRURYTRUSTEE

SAMANTHA BOARDMANTRUSTEE

STEPHEN CLEMENT IIITRUSTEE (UNTIL 05/25)

STEVE RODGERSTRUSTEE

STEVEN ROMICKTRUSTEE (AS OF 01/25)

THEODORE KARATZTRUSTEE

THOMAS BUTTACAVOLLITRUSTEE

TREVOR COLHOUNTRUSTEE

WILLIAM MENARDCHAIRMAN

MORGAN CONRADTRUSTEE

KELLY MACALUSO COLESTRUSTEE

KATHLEEN DILLTRUSTEE (UNTIL 05/25)

JOHN TUKETREASURER

JNELLE N AGEETRUSTEE

JAMES VITIELLOTRUSTEE

GORDON PENNOYERTRUSTEE

GILBERT P SCHAFER IIITRUSTEE

FRANCISCO L BORGESTRUSTEE

DARCIE CRYSTALTRUSTEE (AS OF 05/25)

CONSTANTINE DAKOLIASTRUSTEE

CHRISTOPHER HOLBROOKTRUSTEE

CHARLOTTE TRACYTRUSTEE (UNTIL 05/25)

CAROLINE A WAMSLERTRUSTEE (UNTIL 05/25)

ALISON J MARSALTRUSTEE

About this charity

Recognized since: January 1933
Location: 131 MILLBROOK SCHOOL RD, MILLBROOK, NY 12545-4932
County: Dutchess
In care of: JEFFREY SMITH
Primary officer: JEFFREY SMITH, CFO/COO

How to reach them

WebsiteVisit the charity’s website Phone(845) 677-8261

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN
NTEE classification: Education (B250)
Grant-giving organization: Yes

MILLBROOK SCHOOL

MILLBROOK SCHOOL

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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