Nonprofit · EIN 01-0223755
BERWICK ACADEMY TRUSTEES
Tax-exempt · SOUTH BERWICK, ME 03908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $26,785,750 | $27,985,157 | -$1,199,407 | $61,131,453 | $13,297,558 | $47,833,895 |
| June 30, 2024 | 990 | $26,483,792 | $27,110,365 | -$626,573 | $58,625,224 | $12,180,570 | $46,444,654 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,161,149
- Program service revenue
- $23,986,115
- Investment income
- $1,519,824
- Net rental income
- $75,469
- Net gain from sales of assets
- $412,478
- Net income from fundraising events
- $5,450
- Net income from sales of inventory
- $37,743
- Other revenue
- $118,662
Expenses
- Grants and similar amounts paid
- $7,500,922
- Compensation of officers, directors and key employees
- $602,013
- Other salaries and wages
- $9,605,166
- Salaries, compensation and benefits (total)
- $13,401,240
- Professional fundraising fees
- $0
- Legal fees
- $97,477
- Accounting fees
- $32,500
- Occupancy
- $1,098,782
- Travel
- $36,364
- Depreciation
- $1,282,590
- Program services (functional)
- $23,693,706
- Management and general (functional)
- $3,477,544
- Fundraising (functional)
- $813,907
Balance sheet and other
- Total assets, start of year
- $58,625,224
- Total assets, end of year
- $61,131,453
- Total liabilities, end of year
- $13,297,558
- Net assets, end of year
- $47,833,895
- Land, buildings and equipment
- $17,844,180
- Publicly traded securities
- $37,685,633
- Net assets without donor restrictions
- $24,749,090
- Net assets with donor restrictions
- $23,084,805
- Gross receipts
- $28,354,102
- Employees
- 257
- Volunteers
- 50
- Year formed
- 1791
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES HAMILTON | HEAD OF SCHOOL THRU 6/30/25 Trustee or director, Officer | 50 | $349,760 | $85,155 |
| RYAN FEELEY | ASSISTANT HEAD OF SCHOOL-INTERNAL Highest-paid employee | 40 | $190,289 | $64,246 |
| AMY SMUCKER | ASSISTANT HEAD OF SCHOOL-EXTERNAL Highest-paid employee | 40 | $175,595 | $40,976 |
| MICHAEL BUENSUCESO | ASSISTANT HEAD OF SCHOOL FOR DEI Highest-paid employee | 40 | $128,466 | $63,607 |
| JOEL HAWES | DIRECTOR OF LOWER SCHOOL Highest-paid employee | 40 | $138,229 | $14,542 |
| MARY JO CARABATSOS | DIRECTOR OF UPPER SCHOOL Highest-paid employee | 40 | $141,888 | $8,533 |
| JONATHAN DOUGLAS | CFO THRU 6/30/24 Officer | 40 | $121,493 | $25,404 |
| EDWARD TITTMANN | CFO STARTING 9/1/24 Officer | 40 | $73,685 | $3,846 |
| BARBARA O'CONNOR | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAULA WILLIAMSON-REID | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES LAWSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JASON KROLL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER BENECCHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN BREEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIMOTHY BURR | TRUSTEE Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY ERVIN | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE L POWELL | TRUSTEE Trustee or director | 1 | $0 |
| LAURA HARRIS | TRUSTEE Trustee or director | 1 | $0 |
| KELLY MCGOWAN | TRUSTEE Trustee or director | 1 | $0 |
| SETH KASSELS | TRUSTEE Trustee or director | 1 | $0 |
| DR VIRGINIA OSBORN | TRUSTEE Trustee or director | 1 | $0 |
| KATIE WATTS | TRUSTEE Trustee or director | 1 | $0 |
| JERMAINE MOORE | TRUSTEE Trustee or director | 1 | $0 |
| CLARE O'BRIEN | TRUSTEE Trustee or director | 1 | $0 |
| NICOLE OUTSEN | TRUSTEE Trustee or director | 1 | $0 |
| KARTIK SAKTHIVEL | TRUSTEE Trustee or director | 1 | $0 |
| KELLY ARP | TRUSTEE Trustee or director | 1 | $0 |
| ANYA BURZYNSKI | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES HAMILTON | HEAD OF SCHOOL Trustee or director, Officer | 50 | $371,136 | $81,068 |
| JONATHAN DOUGLAS | CFO Officer | 40 | $190,757 | $55,817 |
| RYAN FEELEY | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $180,520 | $58,831 |
| ROB QUINN | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $115,709 | $93,909 |
| AMY SMUCKER | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $166,398 | $37,400 |
| MICHAEL BUENSUCESO | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $123,350 | $61,084 |
| JOEL HAWES | DIRECTOR OF LOWER SCHOOL Highest-paid employee | 40 | $130,695 | $13,810 |
| BARBARA O'CONNOR | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAULA WILLIAMSON-REID | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES LAWSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JASON KROLL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER BOUTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN BREEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIMOTHY BURR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY ERVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE S POWELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES JALBERT TERM DEC 2023 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SETH KASSELS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR ARUL MAHADEVAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUZANNE MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JERMAINE MOORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLARE O'BRIEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICOLE OUTSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARTIK SAKTHIVEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MALCOM E SMITH III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REBECCA THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KENNETH LAFLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 31 ACADEMY ST, SOUTH BERWICK, ME 03908-1501
- Principal officer (990 for 2024)
- LYNDA M CASARELLA, 31 ACADEMY STREET, SOUTH BERWICK, ME 03908
- Signed the 990
- LYNDA M CASARELLA, CHIEF FINANCIAL OFFICER
- Phone
- (207) 384-2164
- Website
- BERWICKACADEMY.ORG
- Return prepared by
- TSS ADVISORS LLC
Mission
BERWICK ACADEMY, FOUNDED IN 1791, IS DEDICATED TO PROMOTING VIRTUE AND USEFUL KNOWLEDGE AMONG THE RISING GENERATIONS.
Program accomplishments
- INDEPENDENT COEDUCATIONAL COUNTRY DAY SCHOOL, PRE-K THROUGH POST GRADUATE, SERVING OVER 520 STUDENTS FROM THE SEACOAST AREA OF SOUTHERN MAINE, NEW HAMPSHIRE, AND NORTH SHORE MASSACHUSETTS.Expenses $23,693,706 · grants $7,500,922 · revenue $23,986,115
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0223755
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1941
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $61,131,453
- Income (IRS master file)
- $28,354,102
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $26,785,750 | $27,985,157 | $61,131,453 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $26,483,792 | $27,110,365 | $58,625,224 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $26,057,137 | $26,445,734 | $57,717,354 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $29,641,493 | $24,447,114 | $55,863,160 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BERWICK ACADEMY TRUSTEES
- What is the EIN of BERWICK ACADEMY TRUSTEES?
- The employer identification number (EIN) of BERWICK ACADEMY TRUSTEES is 01-0223755.
- Is BERWICK ACADEMY TRUSTEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to BERWICK ACADEMY TRUSTEES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERWICK ACADEMY TRUSTEES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERWICK ACADEMY TRUSTEES due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERWICK ACADEMY TRUSTEES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BERWICK ACADEMY TRUSTEES?
- The 990 for the year ended June 30, 2025 names LYNDA M CASARELLA.
- Who are the officers and directors of BERWICK ACADEMY TRUSTEES?
- The 990 for the year ended June 30, 2025 lists 28 people; 8 received compensation from the organization, the highest $349,760 (JAMES HAMILTON, HEAD OF SCHOOL THRU 6/30/25).
- How much revenue does BERWICK ACADEMY TRUSTEES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $26,785,750, expenses of $27,985,157 and total assets of $61,131,453 at year end.
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