Nonprofit · EIN 04-1200600
CONCORD ACADEMY
Tax-exempt · CONCORD, MA 01742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $47,593,135 | $38,828,046 | $8,765,089 | $218,482,022 | $32,071,805 | $186,410,217 |
| June 30, 2024 | 990 | $53,741,074 | $37,045,343 | $16,695,731 | $203,071,551 | $27,940,862 | $175,130,689 |
| June 30, 2023 | 990 | $37,596,494 | $35,589,204 | $2,007,290 | $177,453,653 | $24,771,415 | $152,682,238 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,886,381
- Program service revenue
- $30,451,184
- Investment income
- $10,092,011
- Net rental income
- $75,340
- Net gain from sales of assets
- $7,688,926
- Other revenue
- $163,559
Expenses
- Grants and similar amounts paid
- $6,144,856
- Compensation of officers, directors and key employees
- $1,588,880
- Other salaries and wages
- $13,568,701
- Salaries, compensation and benefits (total)
- $19,830,992
- Professional fundraising fees
- $0
- Legal fees
- $89,350
- Accounting fees
- $110,905
- Occupancy
- $1,209,273
- Travel
- $297,503
- Depreciation
- $3,085,181
- Program services (functional)
- $31,570,354
- Management and general (functional)
- $5,876,298
- Fundraising (functional)
- $1,381,394
Balance sheet and other
- Total assets, start of year
- $203,071,551
- Total assets, end of year
- $218,482,022
- Total liabilities, end of year
- $32,071,805
- Net assets, end of year
- $186,410,217
- Land, buildings and equipment
- $83,509,121
- Publicly traded securities
- $66,304,192
- Net assets without donor restrictions
- $101,323,285
- Net assets with donor restrictions
- $85,086,932
- Gross unrelated business income
- -$21,967
- Gross receipts
- $120,119,937
- Employees
- 427
- Volunteers
- 323
- Year formed
- 1922
- State of legal domicile
- MA
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 |
|---|---|---|---|---|
| HENRY FAIRFAX | HEAD OF SCHOOL Trustee or director, Officer | 55 | $468,361 | $189,532 |
| AMY MILLER-FREDERICKS | CHIEF FINANCIAL & OPERATING OFFICER Officer | 55 | $302,540 | $80,866 |
| SARAH YEH ASSOCIATE HEAD FOR | TEACHING, LEARNING & FACULTY Key employee | 55 | $260,652 | $88,055 |
| CHRISTINE H FLASHNER | CHIEF ADVANCEMENT OFFICER Key employee | 55 | $204,986 | $62,086 |
| MICHAEL MCSORLEY | DIRECTOR OF OPERATIONS Highest-paid employee | 55 | $177,885 | $79,501 |
| DONALD KINGMAN DIR OF CAMPUS | PLANNING, DESIGN & CONSTRUCTION Highest-paid employee | 55 | $159,661 | $49,820 |
| KEVAN LAVAUGHN TURMAN ASSOC | HEAD FOR COMMUNITY ENGT. & BUS. DEV. Highest-paid employee | 55 | $199,834 | $4,648 |
| FRANCIS GALLAGHER | CONTROLLER Highest-paid employee | 55 | $163,691 | $13,051 |
| DAVID LEACH | DIRECTOR OF ADMINISTRATIVE SYSTEMS Highest-paid employee | 55 | $152,001 | $12,008 |
| ALICE ROEBUCK FORMER ASSISTANT | HEAD OF ADVANCEMENT & ENGAGEMENT Former | 0 | $159,259 | $407 |
| NANA ADMADJAJA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES CARTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRELANE CLARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JANE DU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL LIPSON GLICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS GOLDSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| ALEXIS GOLTRA | TRUSTEE Trustee or director | 1 | $0 |
| KERRY HOFFMAN | TRUSTEE Trustee or director | 1 | $0 |
| JARED JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| NATALIE KRAJCIR | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN KRAMARSKY | TRUSTEE Trustee or director | 1 | $0 |
| BRENDAN LARGAY | TRUSTEE Trustee or director | 1 | $0 |
| PAULINE LIN | TRUSTEE Trustee or director | 1 | $0 |
| PODIE LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| KAREN MCALMON | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK MCWHINNEY | TRUSTEE Trustee or director | 1 | $0 |
| CAROL MORIARTY | TRUSTEE Trustee or director | 1 | $0 |
| DERRICK YAT BOND PANG | TRUSTEE Trustee or director | 1 | $0 |
| IMANI PERRY | TRUSTEE Trustee or director | 1 | $0 |
| ETHAN THUROW | TRUSTEE Trustee or director | 1 | $0 |
| LY TRAN | TRUSTEE Trustee or director | 1 | $0 |
| TRACY WELCH | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER J BURLEIGH | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| JENNIFER A PLINE | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| KEVIN PARKE | FIRST VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| JOHN GROSSMAN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| JONATHAN DESIMONE | TREASURER Trustee or director, Officer | 3 | $0 |
| ASHLEY SHIH | SECRETARY Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HENRY FAIRFAX | HEAD OF SCHOOL Trustee or director, Officer | 55 | $450,063 | $167,904 |
| AMY MILLER-FREDERICKS | CHIEF FINANCIAL & OPERATING OFFICER Officer | 55 | $286,312 | $78,874 |
| SARAH YEH ASSOCIATE HEAD FOR | TEACHING, LEARNING & FACULTY Key employee | 55 | $248,570 | $84,135 |
| ALICE R ROEBUCK ASS HEAD FOR | ADVANCEMENT & ENGMT. (UNTIL 1/5/24) Key employee | 55 | $262,467 | $20,935 |
| MICHAEL MCSORLEY | DIRECTOR OF OPERATIONS Highest-paid employee | 55 | $170,587 | $78,226 |
| DONALD KINGMAN DIR OF CAMPUS | PLANNING, DESIGN & CONSTRUCTION Highest-paid employee | 55 | $176,473 | $64,881 |
| CHRISTINE H FLASHNER INT DIR OF | ADVANCEMENT & ENGMT. (FROM 1/29/24) Key employee | 55 | $158,481 | $56,297 |
| HEATHER SULLIVAN DIRECTOR OF | MARKETING & COMM. (UNTIL 5/30/24) Highest-paid employee | 55 | $154,164 | $35,946 |
| FRANCIS GALLAGHER | CONTROLLER Highest-paid employee | 55 | $151,813 | $24,671 |
| DAVID LEACH | DIRECTOR OF ADMINISTRATIVE SYSTEMS Highest-paid employee | 55 | $144,806 | $11,438 |
| SUNREDI ADMADJAJA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TESS MUNRO BAUTA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES CARTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRELANE CLARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IRENE CHU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JANE DU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL LIPSON GLICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DENNIS GOLDSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEXIS GOLTRA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KERRY HOFFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICOLE KOCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN KRAMARSKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRENDAN LARGAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAULINE LIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PODIE LYNCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN MCALMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROL MORIARTY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDY ORY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DERRICK YAT BOND PANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IMANI PERRY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ASHLEY SHIH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LY TRAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER J BURLEIGH | CO-PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JENNIFER A PLINE | CO-PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| KEVIN PARKE | FIRST VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| SEAN M DALTON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JOHN GROSSMAN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JONATHAN DESIMONE | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CAROLYN STAFFORD STEIN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH YEH ASSOCIATE HEAD FOR | TEACHING, LEARNING & FACULTY Key employee | 55 | $341,495 | $88,254 |
| RICHARD G HARDY | EMERITUS HEAD OF SCHOOL Highest-paid employee | 55 | $360,467 | $20,511 |
| HENRY FAIRFAX | HEAD OF SCHOOL (FROM 7/1/2022) Trustee or director, Officer | 55 | $250,455 | $114,205 |
| AMY MILLER-FREDERICKS | CHIEF FINANCIAL & OPERATING OFFICER Officer | 55 | $278,165 | $74,687 |
| MELODY KOMYEROV | DIR. OF MARKETING & COMMUNICATIONS Highest-paid employee | 55 | $274,440 | $32,825 |
| ALICE R ROEBUCK ASSISTANT | HEAD FOR ADVANCEMENT & ENGAGEMENT Key employee | 55 | $254,874 | $20,327 |
| DONALD KINGMAN DIR OF CAMPUS | PLANNING, DESIGN & CONSTRUCTION Highest-paid employee | 55 | $147,117 | $73,003 |
| MARIE MYERS | DIRECTOR OF ENROLLMENT MANAGEMENT Key employee | 55 | $155,090 | $60,336 |
| CHRISTINE H FLASHNER | DIRECTOR OF DEVELOPMENT Highest-paid employee | 55 | $153,748 | $54,382 |
| FRANCIS GALLAGHER | CONTROLLER Highest-paid employee | 55 | $146,164 | $23,687 |
| SUNREDI ADMADJAJA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TESS MUNRO BAUTA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR HARVEY J BERGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRELANE CLARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IRENE CHU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN DESIMONE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MATTHEW GINSBURG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL LIPSON GLICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DENNIS GOLDSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEXIS GOLTRA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KERRY HOFFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICOLE KOCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN KRAMARSKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| YUCHUN LEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAULINE LIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN MCALMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROL MORIARTY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDY ORY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DERRICK PANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IMANI PERRY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ASHLEY SHIH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LY TRAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FAY LAMPERT SHUTZER | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| JENNIFER J BURLEIGH | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| SEAN M DALTON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JOHN GROSSMAN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| KEVIN PARKE | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JENNIFER A PLINE | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CAROLYN STAFFORD STEIN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 166 MAIN ST, CONCORD, MA 01742-2445
- In care of
- % BUSINESS OFFICE
- Principal officer (990 for 2024)
- HENRY FAIRFAX, 166 MAIN ST, CONCORD, MA 01742
- Signed the 990
- AMY MILLER-FREDERICKS, CFOO
- Phone
- (978) 402-2200
- Website
- WWW.CONCORDACADEMY.ORG
- Return prepared by
- RSM US LLP
Mission
CONCORD ACADEMY IS A COMMUNITY ANIMATED BY LOVE OF LEARNING, DIVERSE AND STRIVING FOR EQUITY, WITH COMMON TRUST AS OUR FOUNDATION. HONORING EACH INDIVIDUAL, WE CHALLENGE AND EXPAND OUR UNDERSTANDING OF OURSELVES AND THE WORLD THROUGH PURPOSEFUL COLLABORATION AND CREATIVE ENGAGEMENT. CONCORD ACADEMY CULTIVATES EMPATHY, INTEGRITY, AND RESPONSIBILITY TO BUILD A MORE JUST AND SUSTAINABLE FUTURE.
Program accomplishments
- SECONDARY EDUCATION: 415 STUDENTS IN GRADES 9 THROUGH 12; EDUCATIONAL PROGRAMS, GENERAL/OTHER: SUMMER CAMP 8-WEEK PROGRAM FOR CHILDREN IN GRADES PRE-K THROUGH 9.Expenses $31,570,354 · grants $6,144,856 · revenue $30,497,699
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
- 04-1200600
- 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
- 1937
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $218,482,022
- Income (IRS master file)
- $120,119,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $47,593,135 | $38,828,046 | $218,482,022 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $53,741,074 | $37,045,343 | $203,071,551 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $37,596,494 | $35,589,204 | $177,453,653 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $40,612,899 | $33,486,337 | $166,818,681 | 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 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 04-1200600).
Questions about CONCORD ACADEMY
- What is the EIN of CONCORD ACADEMY?
- The employer identification number (EIN) of CONCORD ACADEMY is 04-1200600.
- Is CONCORD ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to CONCORD ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONCORD 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 CONCORD 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 CONCORD 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 CONCORD ACADEMY?
- The 990 for the year ended June 30, 2025 names HENRY FAIRFAX.
- Who are the officers and directors of CONCORD ACADEMY?
- The 990 for the year ended June 30, 2025 lists 38 people; 10 received compensation from the organization, the highest $468,361 (HENRY FAIRFAX, HEAD OF SCHOOL).
- How much revenue does CONCORD ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $47,593,135, expenses of $38,828,046 and total assets of $218,482,022 at year end.
Other nonprofits in CONCORD
- MIDDLESEX SCHOOL EIN 04-2103821 · last filed 990 for 2025
- NASHOBA BROOKS SCHOOL OF CONCORD EIN 04-2103947 · last filed 990 for 2025
- CONCORD CONSORTIUM INC EIN 04-3254131 · last filed 990 for 2025
- OPEN EDUCATION GLOBAL INCORPORATED EIN 01-0908761 · last filed 990 for 2025
- COLLABORATIVE LEARNING PROJECT INC EIN 26-2352223 · last filed 990 for 2025
- CONCORD FREE PUBLIC LIBRARY CORPORATION EIN 04-2121328 · last filed 990 for 2025
- IGG4WARD FOUNDATION EIN 93-3280323 · last filed 990 for 2024
- THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE EIN 04-6141569 · last filed 990 for 2025