NonprofitsConcord Academy

Education

Concord Academy

CONCORD, MA

Total revenue

$53.7M

Total expenses

$37.0M

Net assets

$175.1M

Grants received

$24.1M

273 grants

EIN

041200600

Tax year

2023

Mission

Concord academy is a four-year, nonprofit, coeducational, boarding and day college-preparatory school consisting of grades nine through twelve. The 2023-24 enrollment was composed of 419 students, 162 of whom were boarding students and 257 of whom were day students. Enrollment for the 2023-24 year consisted of students from 12 states/territories and 13 foreign countries.

Financials

FY 2023

Revenue

Contributions & grants$18.6M
Program service revenue$29.0M
Investment income$6.1M
Other revenue$137K
Total revenue$53.7M

Expenses

Grants paid$6.0M
Salaries & benefits$19.6M
Fundraising$1.5M
Other expenses$11.4M
Total expenses$37.0M
Total assets$203.1M
Net assets$175.1M

People

39 listed

NameRoleCompensation

HENRY FAIRFAX

HEAD OF SCHOOL

Board

$450K

55 hrs/wk

AMY MILLER-FREDERICKS

CHIEF FINANCIAL & OPERATING OFFICER

Board

$286K

55 hrs/wk

KERRY HOFFMAN

TRUSTEE

Board

1 hrs/wk

NICOLE KOCH

TRUSTEE

Board

1 hrs/wk

STEPHEN KRAMARSKY

TRUSTEE

Board

1 hrs/wk

BRENDAN LARGAY

TRUSTEE

Board

1 hrs/wk

PAULINE LIN

TRUSTEE

Board

1 hrs/wk

PODIE LYNCH

TRUSTEE

Board

1 hrs/wk

KAREN MCALMON

TRUSTEE

Board

1 hrs/wk

CAROL MORIARTY

TRUSTEE

Board

1 hrs/wk

ANDY ORY

TRUSTEE

Board

1 hrs/wk

DERRICK YAT BOND PANG

TRUSTEE

Board

1 hrs/wk

IMANI PERRY

TRUSTEE

Board

1 hrs/wk

ASHLEY SHIH

TRUSTEE

Board

1 hrs/wk

LY TRAN

TRUSTEE

Board

1 hrs/wk

JENNIFER J BURLEIGH

CO-PRESIDENT

Board

3 hrs/wk

JENNIFER A PLINE

CO-PRESIDENT

Board

3 hrs/wk

KEVIN PARKE

FIRST VICE PRESIDENT

Board

3 hrs/wk

SEAN M DALTON

VICE PRESIDENT

Board

3 hrs/wk

JOHN GROSSMAN

VICE PRESIDENT

Board

3 hrs/wk

JONATHAN DESIMONE

TREASURER

Board

3 hrs/wk

CAROLYN STAFFORD STEIN

SECRETARY

Board

3 hrs/wk

ALEXIS GOLTRA

TRUSTEE

Board

1 hrs/wk

DENNIS GOLDSTEIN

TRUSTEE

Board

1 hrs/wk

RACHEL LIPSON GLICK

TRUSTEE

Board

1 hrs/wk

JANE DU

TRUSTEE

Board

1 hrs/wk

IRENE CHU

TRUSTEE

Board

1 hrs/wk

TRELANE CLARK

TRUSTEE

Board

1 hrs/wk

CHARLES CARTER

TRUSTEE

Board

1 hrs/wk

TESS MUNRO BAUTA

TRUSTEE

Board

1 hrs/wk

SUNREDI ADMADJAJA

TRUSTEE

Board

1 hrs/wk

ALICE R ROEBUCK ASS HEAD FOR

ADVANCEMENT & ENGMT. (UNTIL 1/5/24)

Staff

$262K

55 hrs/wk

SARAH YEH ASSOCIATE HEAD FOR

TEACHING, LEARNING & FACULTY

Staff

$249K

55 hrs/wk

DONALD KINGMAN DIR OF CAMPUS

PLANNING, DESIGN & CONSTRUCTION

Staff

$176K

55 hrs/wk

MICHAEL MCSORLEY

DIRECTOR OF OPERATIONS

Staff

$171K

55 hrs/wk

CHRISTINE H FLASHNER INT DIR OF

ADVANCEMENT & ENGMT. (FROM 1/29/24)

Staff

$158K

55 hrs/wk

HEATHER SULLIVAN DIRECTOR OF

MARKETING & COMM. (UNTIL 5/30/24)

Staff

$154K

55 hrs/wk

FRANCIS GALLAGHER

CONTROLLER

Staff

$152K

55 hrs/wk

DAVID LEACH

DIRECTOR OF ADMINISTRATIVE SYSTEMS

Staff

$145K

55 hrs/wk

Independent contractors

MJ CATALDO INC

CONSTRUCTION SERVICES

$2.7M

SODEXO INC & AFFILIATES

FOOD SERVICES

$1.9M

WINDOVER CONSTRUCTION INC

CONSTRUCTION SERVICES

$1.9M

DEWING SCHMID KEARNS

ARCHITECTURAL SERVICES

$1.2M

OUNCE IT LLC

IT SERVICES

$735K

Grants received

Showing 200 of 273

FromAmountPurposeYear
$528K
EDUCATIONAL
2024
$130K
UNRESTRICTED CONTRIBUTION
2024
$100K
GENERAL CHARITABLE SUPPORT
2024
$51K
ANNUAL FUND
2024
$50K
PROVIDE FOR PROGRAM SERVICES
2024
$25K
GENERAL SUPPORT
2024
$15K
CENTENNIAL CAMPAIGN
2024
$13K
ANNUAL FUND
2024
$10K
Operating Funds
2024
$10K
TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE
2024
$10K
GENERAL SUPPORT
2024
$10K
Charitable Grant
2024
$10K
UNRESTRICTED GENERAL
2024
$7K
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$6K
OPERATIONS
2024
$2K
TO FUND CHARITABLE MISSION OF CHARITABLE ORGANIZATION.
2024
$2K
CHARITABLE CONTRIBUTION - EDUCATION
2024
$1K
GENERAL
2024
$1K
MATCHING GIFTS
2024
$400
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$250
GENERAL SUPPORT
2024
$200
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$150
GENERAL SUPPORT
2024
Further the foundations goals
2024
$1.5M
ENDOWMENT
2023
$800K
For grant recipient's exempt purposes
2023
$657K
EDUCATIONAL
2023
$303K
Capital Campaign
2023
$125K
GENERAL SUPPORT
2023
$106K
ANNUAL FUND
2023
$105K
CHARITABLE
2023
$71K
Operating Support/Annual Fund
2023
$65K
GENERAL OPERATING EXPENSES
2023
$50K
Annual Fund and unrestricted strategic fund
2023
$43K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$30K
TO SUPPORT EDUCATIONAL NEEDS
2023
$20K
SEE TISBEST MISSION
2023
$20K
GENERAL PURPOSE
2023
$10K
GENERAL SUPPORT
2023
$10K
GENERAL PURPOSE
2023
$10K
GENERAL SUPPORT
2023
$10K
Scholarship
2023
$10K
OPERATIONS
2023
$10K
UNRESTRICTED GENERAL
2023
$7K
EDUCATION
2023
$6K
CHARITABLE DONATION
2023
$6K
GENERAL SUPPORT
2023
$6K
UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/ RESEARCH/ BENEFITING THOSE IN NEED
2023
$6K
supporting foundation purposes
2023
$6K
General support for programs, operations and other charitable purposes
2023
$5K
UNRESTRICTED CONTRIBUTION
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$5K
CENTENNIAL CAMPAIGN
2023
$5K
CONTRIBUTION TO THE ANNUAL FUND
2023
$3K
General operating expenses.
2023
$3K
GENERAL USE - RESEARCH & EDUCATION
2023
$3K
General Operating
2023
$2K
TO FUND CHARITABLE MISSION OF CHARITABLE ORGANIZATION.
2023
$2K
MATCHING GIFTS
2023
$1K
CHARITABLE CONTRIBUTION - EDUCATION
2023
$1K
General Purpose
2023
$1K
GENERAL OPERATING SUPPORT
2023
$500
Further the foundations goals
2023
$500
CONTRIBUTION TO ANNUAL FUND
2023
$500
ANNUAL FUNDEDUCATIONPRIMARY
2023
$500
OTHER CIVIC / COMMUNITY
2023
$500
GENERAL CHARITABLE PURPOSE
2023
$500
GENERAL
2023
$250
GENERAL SUPPORT
2023
$200
EDUCATION
2023
$200
EDUCATION
2023
$100
General Charitable Purposes
2023
$100
MATCHING GIFTS
2023
$998K
For grant recipient's exempt purposes
2022
$555K
EDUCATIONAL
2022
$550K
ANNUAL CONTRIBUTION
2022
$130K
CHARITABLE
2022
$100K
the Centennial Campaign
2022
$58K
ANNUAL FUND
2022
$50K
annual fund and strategic fund
2022
$45K
GENERAL SUPPORT
2022
$43K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$33K
UNRESTRICTED
2022
$27K
General Purpose
2022
$26K
Operating Support/Annual Fund
2022
$25K
GENERAL OPERATING EXPENSES
2022
$20K
OPERATIONS
2022
$20K
GENERAL PURPOSE
2022
$20K
GENERAL PURPOSE
2022
$14K
UNRESTRICTED GENERAL SUPPORT
2022
$10K
PROVIDE FOR PROGRAM SERVICES
2022
$10K
UNRESTRICTED GENERAL
2022
$10K
EDUCATION PROJECT
2022
$10K
Scholarship
2022
$7K
GENERAL SUPPORT
2022
$7K
MATCHING GIFTS TO EDUCATION
2022
$7K
supporting foundation purposes
2022
$7K
General Operating Support
2022
$6K
UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/ RESEARCH/ BENEFITING THOSE IN NEED
2022
$6K
Capital Campaign
2022
$5K
CONTRIBUTION TO ANNUAL FUND
2022
$5K
UNRESTRICTED CONTRIBUTION
2022
$5K
TO SUPPORT EDUCATIONAL NEEDS
2022
$5K
General operating expenses.
2022
$5K
GENERAL SUPPORT
2022
$5K
MATCHING GIFTS
2022
$4K
TO FUND CHARITABLE MISSION OF CHARITABLE ORGANIZATION.
2022
$3K
GENERAL OPERATING SUPPORT
2022
$1K
MATCHING GIFTS TO EDUCATION
2022
$1K
GENERAL
2022
$1K
CHARITABLE CONTRIBUTION - EDUCATION
2022
$1K
General Operating
2022
$750
GENERAL SUPPORT
2022
$500
CONTRIBUTION TO THE ANNUAL FUND
2022
$500
GENERAL CHARITABLE PURPOSE
2022
$200
MATCHING GIFTS TO EDUCATION
2022
$100
MIP PAYOUT FOR 02/07/2022
2022
$100
MATCHING GIFTS
2022
$75
MIP PAYOUT FOR 12/02/22
2022
$811K
For grant recipient's exempt purposes
2021
$811K
For grant recipient's exempt purposes
2021
$550K
ANNUAL CONTRIBUTION
2021
$75K
EDUCATIONAL
2021
$63K
For recipient's exempt purpose
2021
$25K
GENERAL OPERATING EXPENSES
2021
$21K
Operating Support/Annual Fund
2021
$10K
EDUCATION PROJECT
2021
$10K
Scholarship
2021
$10K
UNRESTRICTED GENERAL
2021
$10K
PROVIDE FOR PROGRAM SERVICES
2021
$8K
supporting foundation purposes
2021
$8K
supporting foundation purposes
2021
$8K
General operating support
2021
$8K
General operating support
2021
$6K
UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/ RESEARCH/ BENEFITING THOSE IN NEED
2021
$5K
GENERAL USE - EDUCATION
2021
$5K
TO BE ALLOCATED TO ANNUAL FUND
2021
$4K
Capital Campaign
2021
$3K
General & Unrestricted
2021
$2K
TO FUND CHARITABLE MISSION OF CHARITABLE ORGANIZATION.
2021
$1K
CHARITABLE CONTRIBUTION - EDUCATION
2021
$1K
GENERAL
2021
$1K
CONTRIBUTION TO GENERAL FUND
2021
$1K
General Operating
2021
$1K
General operating expenses.
2021
$250
GENERAL CHARITABLE PURPOSE
2021
$1.1M
For grant recipient's exempt purposes
2020
$550K
ANNUAL CONTRIBUTION
2020
$197K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$139K
SCHOLARSHIP
2020
$75K
EDUCATIONAL
2020
$58K
ANNUAL FUND
2020

Funded by

$24.1M from 85 funders · 273 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$6.5M · 7 grants · 2018–2023

Gs Donor Advised Philanthropy Fund

$3.7M · 5 grants · 2019–2024

Donor Advised Charitable Giving Inc

$2.8M · 7 grants · 2017–2023

The Linda Hammett Ory & Andrew Ory

$1.8M · 11 grants · 2019–2024

American Endowment Foundation

$1.8M · 4 grants · 2020–2024

Beal Family Foundation

$1.6M · 3 grants · 2020–2022

Fidelity Foundation

$1.5M · 10 grants · 2022–2024

Boston Foundation Inc

$559K · 17 grants · 2017–2023

Details

EIN041200600
NTEE codeB250
Subsection03
Ruling date1937-06
Formed1922
Employees399
Volunteers360
CONCORD ACADEMY — Mission, Financials & Grants Received | Grantivo