Nonprofit · EIN 03-0179404
BURR & BURTON ACADEMY
Tax-exempt · MANCHESTER, VT 05254
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $33,442,163 | $25,104,701 | $8,337,462 | $77,709,311 | $7,587,816 | $70,121,495 |
| June 30, 2024 | 990 | $21,589,154 | $23,629,876 | -$2,040,722 | $72,629,232 | $6,699,326 | $65,929,906 |
| June 30, 2023 | 990 (amended) | $21,145,436 | $23,106,076 | -$1,960,640 | $70,917,173 | $5,626,498 | $65,290,675 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,081,879
- of which government grants
- $25,490
- Program service revenue
- $20,783,896
- Investment income
- $7,360,053
- Net gain from sales of assets
- $6,503,829
- Net income from fundraising events
- $58,159
- Net income from gaming
- $8,450
- Other revenue
- $216,335
Expenses
- Grants and similar amounts paid
- $1,176,493
- Compensation of officers, directors and key employees
- $575,360
- Other salaries and wages
- $11,690,795
- Salaries, compensation and benefits (total)
- $17,060,322
- Professional fundraising fees
- $0
- Legal fees
- $9,422
- Accounting fees
- $48,340
- Occupancy
- $628,072
- Travel
- $669,935
- Depreciation
- $2,010,730
- Program services (functional)
- $22,087,289
- Management and general (functional)
- $2,104,257
- Fundraising (functional)
- $913,155
Balance sheet and other
- Total assets, start of year
- $72,629,232
- Total assets, end of year
- $77,709,311
- Total liabilities, end of year
- $7,587,816
- Net assets, end of year
- $70,121,495
- Land, buildings and equipment
- $35,434,241
- Publicly traded securities
- $36,473,658
- Net assets without donor restrictions
- $39,488,473
- Net assets with donor restrictions
- $30,633,022
- Gross receipts
- $51,605,845
- Employees
- 317
- Volunteers
- 0
- Year formed
- 1829
- State of legal domicile
- VT
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 |
|---|---|---|---|---|
| MARK TASHJIAN | HEADMASTER Officer | 50 | $269,398 | $37,886 |
| MARGARET KENNY | ASSOCIATE HEAD OF SCHOOL Officer | 50 | $169,485 | $9,139 |
| JEFF SPENCER | DIRECTOR OF FINANCE Officer | 50 | $126,250 | $6,313 |
| AMY WRIGHT | DIRECTOR OF TECHNOLOGY Highest-paid employee | 50 | $125,927 | $6,417 |
| ERIC SUBIK | DIRECTOR OF FACILITIES Highest-paid employee | 50 | $125,447 | $4,638 |
| KATE LEACH | DIRECTOR OF ADVANCEMENT Highest-paid employee | 50 | $120,891 | $6,257 |
| MICHAEL CARACO | DEAN OF FACULTY Highest-paid employee | 50 | $120,144 | $6,175 |
| JUSTIN HERRINGTON | DIRECTOR OF ADMISSION Highest-paid employee | 50 | $119,294 | $6,170 |
| CHARLEY STEVENSON | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ED CAMPBELL | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SCOTT SWENOR | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SANFRA WEISS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| PEGGY BROCKETT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL COOPERMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KELLIE BAKER-WAITE | TRUSTEE Trustee or director | 3 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI LYNN | TRUSTEE Trustee or director | 3 | $0 |
| BILL PHILIP | TRUSTEE Trustee or director | 3 | $0 |
| CAROL O'CONNOR | TRUSTEE Trustee or director | 3 | $0 |
| BRIAN BAREFOOT | TRUSTEE Trustee or director | 3 | $0 |
| BILL CAIRNS | TRUSTEE Trustee or director | 3 | $0 |
| DAPHNE MARKCROW | TRUSTEE Trustee or director | 3 | $0 |
| ANDREW BOYER | TRUSTEE Trustee or director | 3 | $0 |
| PAULINE DE LASZLO | TRUSTEE Trustee or director | 3 | $0 |
| TOM KELLY | TRUSTEE Trustee or director | 3 | $0 |
| MIKE POWERS | TRUSTEE Trustee or director | 3 | $0 |
| ROB REDMOND | TRUSTEE Trustee or director | 3 | $0 |
| MICHAEL COHEN | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK TASHJIAN | HEADMASTER Officer | 60 | $260,484 | $36,993 |
| MARGARET KENNY | ASSOCIATE HEAD OF SCHOOL Officer | 60 | $165,649 | $8,930 |
| KATE LEACH | DIRECTOR OF ADVANCEMENT Highest-paid employee | 50 | $118,745 | $6,070 |
| MICHAEL CARACO | DEAN OF FACULTY Highest-paid employee | 40 | $117,327 | $6,034 |
| DAVID MICELI | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $115,774 | $6,172 |
| AMY WRIGHT | DIRECTOR OF TECHNOLOGY Highest-paid employee | 50 | $113,811 | $5,811 |
| JUSTIN HERRINGTON | DIRECTOR OF ADMISSION Highest-paid employee | 50 | $112,979 | $5,789 |
| JEFF SPENCER | DIRECTOR OF FINANCE Officer | 50 | $62,500 | $7,707 |
| SCOTT SWENOR | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SANFRA WEISS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ROB REDMOND | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RABBI MICHAEL COHEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PEGGY BROCKETT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL POWERS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL COOPERMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KELLIE WAITE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HEIDI LYNN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BILL PHILIP | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ED CAMPBELL | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHARLEY STEVENSON | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| CAROL O'CONNOR | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BRIAN BAREFOOT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BILL CAIRNS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAPHNE MARKCROW | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANDREW BOYER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAULINE DE LASZLO | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TOM KELLY | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK TASHJIAN | HEADMASTER Officer | 60 | $255,099 | $34,612 |
| MARGARET KENNY | ASSOCIATE HEAD OF SCHOOL Highest-paid employee | 60 | $173,609 | $8,647 |
| DENNIS FILIPPI | DIRECTOR OF FINANCE Officer | 45 | $134,724 | $7,707 |
| KATE LEACH | DIRECTOR OF ADVANCEMENT Highest-paid employee | 50 | $130,242 | $5,904 |
| MICHAEL CARACO | DEAN OF FACULTY Highest-paid employee | 40 | $117,545 | $5,709 |
| JEN HYATT | ACADEMIC DEAN Highest-paid employee | 40 | $115,077 | $5,544 |
| DAVID MICELI | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $111,887 | $5,977 |
| SCOTT SWENOR | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SANFRA WEISS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ROB REDMOND | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RABBI MICHAEL COHEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PEGGY BROCKETT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL POWERS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL COOPERMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CHARITY CLARK | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KELLIE WAITE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HEIDI LYNN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ED CAMPBELL | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| CHARLEY STEVENSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CAROL O'CONNOR | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BRIAN BAREFOOT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BILL CAIRNS | TRUSTEE Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 498, MANCHESTER, VT 05254-0498
- In care of
- % JEFFERY SPENCER
- Principal officer (990 for 2024)
- SCOTT SWENOR, PO BOX 498, MANCHESTER, VT 05254
- Signed the 990
- SCOTT SWENOR, TREASURER
- Phone
- (802) 362-1775
- Website
- WWW.BURRBURTON.ORG
- Return prepared by
- GALLAGHER FLYNN & COMPANY LLP
Mission
TO EDUCATE STUDENTS INTELLECTUALLY AND MORALLY FOR A LIFE OF RESPONSIBILITY, INTEGRITY AND SERVICE.
Program accomplishments
- BURR AND BURTON ACADEMY (BBA) IS AN INDEPENDENT SCHOOL THAT SERVES THE GENERAL PUBLIC. FOUNDED IN 1829, BBA SERVES 13 TOWNS IN SOUTHERN VERMONT AND IS COMMITTED TO PROVIDING AN OUTSTANDING EDUCATIONAL OPPORTUNITY TO EVERY STUDENT. BBA SERVES APPROXIMATELY 755 DOMESTIC AND 44 INTERNATIONAL STUDENTS FROM VARIOUS COUNTRIES. FAMILIES IN SENDING TOWNS PAY NO TUITION; TUITION IS PAID BY EACH SENDING TOWN. THE STUDENT BODY IS DIVERSE SOCIOECONOMICALLY. BBA HAS A VIRTUALLY 100% GRADUATION RATE & 85% HIGHER EDUCATION MATRICULATION RATE. BBA BRINGS THE BEST OF INDEPENDENT SCHOOL PHILOSOPHY AND EXPECTATIONS COUPLED WITH THE DEMOCRATIC IDEAL OF EDUCATION FOR ALL.Expenses $21,438,161 · grants $1,176,493 · revenue $20,351,776
- FOOD SERVICEExpenses $649,128 · revenue $564,870
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
- 03-0179404
- 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
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $77,709,311
- Income (IRS master file)
- $51,605,845
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $33,442,163 | $25,104,701 | $77,709,311 | XML |
| 990 | June 2024 | $21,589,154 | $23,629,876 | $72,629,232 | XML |
| 990 | June 2023 | $21,145,436 | $23,106,076 | $70,917,173 | XML |
| 990 | June 2022 | $25,538,504 | $21,909,599 | $71,139,922 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 03-0179404).
Questions about BURR & BURTON ACADEMY
- What is the EIN of BURR & BURTON ACADEMY?
- The employer identification number (EIN) of BURR & BURTON ACADEMY is 03-0179404.
- Is BURR & BURTON ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to BURR & BURTON ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BURR & BURTON ACADEMY 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 BURR & BURTON ACADEMY 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 BURR & BURTON ACADEMY 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 BURR & BURTON ACADEMY?
- The 990 for the year ended June 30, 2025 names SCOTT SWENOR.
- Who are the officers and directors of BURR & BURTON ACADEMY?
- The 990 for the year ended June 30, 2025 lists 27 people; 8 received compensation from the organization, the highest $269,398 (MARK TASHJIAN, HEADMASTER).
- How much revenue does BURR & BURTON ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $33,442,163, expenses of $25,104,701 and total assets of $77,709,311 at year end.
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