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Nonprofit · EIN 04-2103638

WHEATON COLLEGE

Tax-exempt · NORTON, MA 02766

Financials

$154.3M$159.4M2022$150.3M$167.2M2023$171.4M$175.5M2024
Revenue Expenses · by fiscal year end
Financials of WHEATON COLLEGE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$171,386,253$175,484,644-$4,098,391$458,348,963$94,940,531$363,408,432
June 30, 2024990$150,338,992$167,216,998-$16,878,006$446,033,897$96,578,297$349,455,600
June 30, 2023990$154,250,092$159,378,442-$5,128,350$438,679,115$97,600,946$341,078,169
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$19,408,271
of which government grants
$461,690
Program service revenue
$136,797,424
Investment income
$13,844,323
Net rental income
$251,810
Net gain from sales of assets
$5,483,397
Net income from fundraising events
$7,727
Tax-exempt bond proceeds
$191,679
Other revenue
$1,336,235

Expenses

Grants and similar amounts paid
$78,317,454
Compensation of officers, directors and key employees
$2,476,424
Other salaries and wages
$37,187,130
Salaries, compensation and benefits (total)
$51,497,943
Professional fundraising fees
$0
Legal fees
$88,835
Accounting fees
$157,766
Occupancy
$3,862,588
Travel
$1,259,686
Depreciation
$9,737,776
Program services (functional)
$158,555,023
Management and general (functional)
$13,417,671
Fundraising (functional)
$3,511,950

Balance sheet and other

Total assets, start of year
$446,033,897
Total assets, end of year
$458,348,963
Total liabilities, end of year
$94,940,531
Net assets, end of year
$363,408,432
Land, buildings and equipment
$126,707,789
Publicly traded securities
$152,634,019
Net assets without donor restrictions
$96,495,244
Net assets with donor restrictions
$266,913,188
Gross unrelated business income
$405,552
Gross receipts
$207,608,997
Employees
1,623
Volunteers
390
Year formed
1834
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.

NameTitleHours / weekCompensationOther / benefits
MICHAELE WHELANPRESIDENT AND EX OFFICIO TRUSTEE
Trustee or director, Officer
40$539,558$63,915
ROGER STACKPOOLE VP FOR FINADMINISTRATION/BOARD TREASURER
Officer
40$320,832$81,733
WALTER CAFFEY VP ENROLLMENTDEAN OF ADMISSION & STUDENT AID
Officer
40$238,893$45,812
MERRITT CROWLEYVP FOR COLLEGE ADVANCEMENT
Officer
40$240,200$24,530
SUSAN ROBINSONVP FOR MARKETING & COMMUNICATIONS
Officer
40$236,511$9,307
DARNELL PARKER VP FORSTUDENT AFFAIRS & DEAN OF STUDENTS
Officer
40$205,757$22,665
JEFFREY CUTTINGASSOCIATE VP OF ENROLLMENT
Highest-paid employee
40$172,726$39,079
ZACHARY IRISH ASSOC VP FORSTUD. AFFAIRS/FORMER DEAN OF STUD.
Former
40$125,176$81,759
DAVID LAMARCO ASSOCIATE VPOF FACILITIES & BUSINESS SERVICES
Highest-paid employee
40$177,162$28,456
JOSEPH LACASCIO AVP CISOINFORMATION TECHNOLOGY SERVICES
Highest-paid employee
40$175,999$23,087
OMAIRA ROYASSOCIATE VP OF HUMAN RESOURCES
Highest-paid employee
40$181,009$13,176
KAREN MCCORMACK PROF OF SOC& POLITICS/FORMER INTERIM PROVOST
Former
40$172,305$13,234
GAVIN VIANO ASSOCIATE VPFOR ATHLETICS & RECREATION
Highest-paid employee
40$176,225$9,118
JONATHAN MILLEN PROVOST VP OFACADEMIC AFFAIRS (FROM 7/8/24)
Officer
40$155,092$15,973
PAMELA VAZBOARD SECRETARY
Officer
40$72,082$32,003
29 more people on this return
NameTitleHours / weekCompensation
KENNETH BABBYTRUSTEE
Trustee or director
2$0
ALLISON BAILEYTRUSTEE
Trustee or director
2$0
ANSON M BEARD JRLIFETIME TRUSTEE
Trustee or director
2$0
SHARON CALLAHAN-MILLERTRUSTEE
Trustee or director
2$0
PRISCILLA CAREYTRUSTEE
Trustee or director
2$0
BRIAN ENYEARTTRUSTEE
Trustee or director
2$0
MARYANN E CARROLLTRUSTEE (UNTIL 4/16/25)
Trustee or director
2$0
SUE CURRANTRUSTEE (UNTIL 7/31/24)
Trustee or director
2$0
CECILIA GREENETRUSTEE
Trustee or director
2$0
INDIRA HENARDTRUSTEE
Trustee or director
2$0
CHERYL KEAMYTRUSTEE
Trustee or director
2$0
PATRICIA KINGLIFETIME TRUSTEE
Trustee or director
2$0
TONY LAINGTRUSTEE
Trustee or director
2$0
PAULA LALIBERTETRUSTEE
Trustee or director
2$0
JANET L LEBOVITZTRUSTEE
Trustee or director
2$0
ANDREW LOUNDERTRUSTEE
Trustee or director
2$0
KENDRA MALLOYTRUSTEE
Trustee or director
2$0
ADRIENNE B MARSLIFETIME TRUSTEE
Trustee or director
2$0
CHRISTOPHER B PAQUETTRUSTEE
Trustee or director
2$0
KAREN J PFEILTRUSTEE
Trustee or director
2$0
MARCUS RELTHFORDTRUSTEE
Trustee or director
2$0
AUSTIN SIMKOTRUSTEE
Trustee or director
2$0
PATRICK SUMMERSTRUSTEE
Trustee or director
2$0
DIANA D SPENCERLIFETIME TRUSTEE
Trustee or director
2$0
SUZANNE SYZMANSKITRUSTEE
Trustee or director
2$0
ELENA WONGTRUSTEE
Trustee or director
2$0
CHERLY VEDOETRUSTEE & BOARD CHAIR
Trustee or director, Officer
2$0
BARBARA BRITTINGHAMTRUSTEE & BOARD VICE CHAIR
Trustee or director, Officer
2$0
JOHN C TALANIANTRUSTEE & BOARD VICE CHAIR
Trustee or director, Officer
2$0
990 for the year ended June 30, 2024: 48 people
NameTitleHours / weekCompensationOther / benefits
MICHAELE WHELANPRESIDENT AND EX OFFICIO TRUSTEE
Trustee or director, Officer
40$501,545$71,804
ROGER STACKPOOLE VP FOR FINADMINISTRATION/BOARD TREASURER
Officer
40$324,119$82,435
WALTER CAFFEY VP ENROLLMENTDEAN OF ADMISSION & STUDENT AID
Officer
40$239,906$53,673
MERRITT CROWLEYVP FOR COLLEGE ADVANCEMENT
Officer
40$232,499$28,835
DARNELL PARKER VP FORSTUDENT AFFAIRS & DEAN OF STUDENTS
Officer
40$196,618$26,098
JEFFREY CUTTINGASSOCIATE VP OF ENROLLMENT
Highest-paid employee
40$167,936$42,207
ZACHARY IRISH ASSOC VP FORSTUD. AFFAIRS/FORMER DEAN OF STUD.
Former
40$123,480$82,785
LEANNA LAWTERBUSINESS AND ECONOMICS CHAIR
Highest-paid employee
40$160,983$38,656
JOSEPH LACASCIO AVP CISOINFORMATION TECHNOLOGY SERVICES
Highest-paid employee
40$174,070$25,528
GAVIN VIANO ASSOCIATE VPFOR ATHLETICS & RECREATION
Highest-paid employee
40$176,425$12,594
SUSAN ROBINSONVP FOR MARKETING & COMMUNICATIONS
Officer
40$184,086$231
OMAIRA ROYASSOCIATE VP OF HUMAN RESOURCES
Highest-paid employee
40$168,203$15,295
KAREN MCCORMACKINTERIM PROVOST
Officer
40$162,309$10,516
TOUBA GHADESSI FORMER INTERIMPROVOST VP OF ACADEMIC AFFAIRS
Former
0$144,644$23,721
PAMELA VAZBOARD SECRETARY
Officer
40$71,325$32,682
KENNETH BABBYTRUSTEE
Trustee or director
2$0$0
ALLISON BAILEYTRUSTEE
Trustee or director
2$0$0
ANSON M BEARD JRTRUSTEE
Trustee or director
2$0$0
BARBARA BRITTINGHAMTRUSTEE
Trustee or director
2$0$0
SHARON CALLAHAN-MILLERTRUSTEE
Trustee or director
2$0$0
PRISCILLA CAREYTRUSTEE
Trustee or director
2$0$0
NANCY CARLSONTRUSTEE
Trustee or director
2$0$0
MARYANN E CARROLLTRUSTEE
Trustee or director
2$0$0
SUE CURRANTRUSTEE
Trustee or director
2$0$0
HENRIETTA GATESTRUSTEE
Trustee or director
2$0$0
CECILIA GREENETRUSTEE
Trustee or director
2$0$0
INDIRA HENARDTRUSTEE
Trustee or director
2$0$0
CHERYL KEAMYTRUSTEE
Trustee or director
2$0$0
PATRICIA KINGTRUSTEE
Trustee or director
2$0$0
TONY LAINGTRUSTEE
Trustee or director
2$0$0
PAULA LALIBERTETRUSTEE
Trustee or director
2$0$0
RYAN O LETADATRUSTEE
Trustee or director
2$0$0
ANDREW LOUNDERTRUSTEE
Trustee or director
2$0$0
KENDRA MALLOYTRUSTEE
Trustee or director
2$0$0
ADRIENNE B MARSTRUSTEE
Trustee or director
2$0$0
CHRISTOPHER B PAQUETTRUSTEE
Trustee or director
2$0$0
KAREN L PFEILTRUSTEE
Trustee or director
2$0$0
MARCUS RELTHFORDTRUSTEE
Trustee or director
2$0$0
KATHYRN SCHNEIDER EX OFFICIOTRUSTEE, PRESIDENT OF ALUMNI BOARD
Trustee or director
2$0$0
AUSTIN SIMKOTRUSTEE
Trustee or director
2$0$0
DIANA D SPENCERTRUSTEE
Trustee or director
2$0$0
SUZANNE SYZMANSKITRUSTEE
Trustee or director
2$0$0
JOHN C TALANIANTRUSTEE
Trustee or director
2$0$0
CHERYL VEDOETRUSTEE
Trustee or director
2$0$0
CORNELIA C WAREHAMTRUSTEE
Trustee or director
2$0$0
ELENA WONGTRUSTEE
Trustee or director
2$0$0
JANET L LEBOVITZTRUSTEE, BOARD CHAIR
Trustee or director, Officer
2$0$0
KIRK KOLENBRANDERTRUSTEE, BOARD VICE CHAIR
Trustee or director, Officer
2$0$0
990 for the year ended June 30, 2023: 52 people
NameTitleHours / weekCompensationOther / benefits
MICHAELE WHELANPRESIDENT AND EX OFFICIO TRUSTEE
Trustee or director, Officer
40$499,393$81,971
DENNIS HANNO FORMERPRESIDENT AND EX OFFICIO TRUSTEE
Former
0$502,205$4,391
WALTER CAFFEY VP ENROLLMENTDEAN OF ADMISSION & STUDENT AID
Officer
40$236,956$55,519
TOUBA GHADESSI INTERIM PROVOSTVP OF ACADEMIC AFFAIRS
Officer
40$230,372$45,017
ROGER STACKPOOLE VP FOR FINADMINISTRATION/BOARD TREASURER
Officer
40$210,322$55,816
MERRITT CROWLEYVP FOR COLLEGE ADVANCEMENT
Officer
40$221,191$32,477
GENE BEGIN VP FOR MARKETINGCOMMUNICATIONS (THRU 1/13/2023)
Officer
40$184,803$47,748
DARNELL PARKER VP FORSTUDENT AFFAIRS & DEAN OF STUDENTS
Officer
40$194,950$30,111
JEFFREY CUTTINGASSOCIATE VP OF ENROLLMENT
Highest-paid employee
40$164,229$45,446
ZACHARY IRISH ASSOC VP FORSTUD. AFFAIRS/FORMER DEAN OF STUD.
Former
40$121,680$82,213
JOHN SULLIVAN ASST VP OF BUSSVCS & PHYSICAL PLANT (THRU 5/31/23)
Highest-paid employee
40$176,134$18,404
JOSEPH LACASCIO AVP CISOINFORMATION TECHNOLOGY SERVICES
Highest-paid employee
40$162,616$26,210
OMAIRA ROYASSOCIATE VP OF HUMAN RESOURCES
Highest-paid employee
40$164,773$18,513
IMRAN CHOWDHURY DIANA DAVISSPENCER CHAIR OF SOCIAL ENTREPRENEURSH
Highest-paid employee
40$161,765$19,206
PHILIP SHAPIRO FORMER INTERIMVP FINANCE & ADMIN./BOARD TREASURER
Former
0$120,169$45
PAMELA VAZBOARD SECRETARY
Officer
40$70,042$29,002
KENNETH BABBYTRUSTEE
Trustee or director
2$0$0
ANSON M BEARD JRTRUSTEE
Trustee or director
2$0$0
BARBARA BRITTINGHAMTRUSTEE
Trustee or director
2$0$0
PRISCILLA CAREYTRUSTEE
Trustee or director
2$0$0
NANCY CARLSONTRUSTEE
Trustee or director
2$0$0
MARYANN E CARROLLTRUSTEE
Trustee or director
2$0$0
SUE CURRANTRUSTEE
Trustee or director
2$0$0
KYMBERLEE DWINELLTRUSTEE
Trustee or director
2$0$0
HENRIETTA GATESTRUSTEE
Trustee or director
2$0$0
MATTHEW GOLDTRUSTEE
Trustee or director
2$0$0
CECILIA GREENETRUSTEE
Trustee or director
2$0$0
INDIRA HENARDTRUSTEE
Trustee or director
2$0$0
CHERYL KEAMYTRUSTEE
Trustee or director
2$0$0
PATRICIA KINGTRUSTEE
Trustee or director
2$0$0
TONY LAINGTRUSTEE
Trustee or director
2$0$0
PAULA LALIBERTETRUSTEE
Trustee or director
2$0$0
KEVIN LAMTRUSTEE
Trustee or director
2$0$0
RYAN O LETADATRUSTEE
Trustee or director
2$0$0
ANDREW LOUNDERTRUSTEE
Trustee or director
2$0$0
KENDRA MALLOYTRUSTEE
Trustee or director
2$0$0
ADRIENNE B MARSTRUSTEE
Trustee or director
2$0$0
CHRISTOPHER B PAQUETTRUSTEE
Trustee or director
2$0$0
KAREN L PFEILTRUSTEE
Trustee or director
2$0$0
MARCUS RELTHFORDTRUSTEE
Trustee or director
2$0$0
KATHYRN SCHNEIDER EX OFFICIOTRUSTEE, PRESIDENT OF ALUMNI BOARD
Trustee or director
2$0$0
AUSTIN SIMKOTRUSTEE
Trustee or director
2$0$0
BRIAN R SMILEYTRUSTEE
Trustee or director
2$0$0
DIANA D SPENCERTRUSTEE
Trustee or director
2$0$0
JOHN C TALANIANTRUSTEE
Trustee or director
2$0$0
ERIC C TOMASINITRUSTEE
Trustee or director
2$0$0
CORNELIA C WAREHAMTRUSTEE
Trustee or director
2$0$0
BENJAMIN C WHITETRUSTEE
Trustee or director
2$0$0
ELENA WONGTRUSTEE
Trustee or director
2$0$0
JANET L LEBOVITZTRUSTEE, BOARD CHAIR
Trustee or director, Officer
2$0$0
KIRK KOLENBRANDERTRUSTEE, BOARD VICE CHAIR
Trustee or director, Officer
2$0$0
SUZI ROBINSON VP FOR MARKETING& COMMUNICATIONS (FROM 3/30/23)
Officer
40$0$0

Address and contacts

Address (IRS master file)
26 E MAIN ST, NORTON, MA 02766-2311
In care of
% BRIAN D DOUGLAS
Principal officer (990 for 2024)
ROGER STACKPOOLE, 26 EAST MAIN STREET, NORTON, MA 02766
Signed the 990
ROGER STACKPOOLE, VICE PRESIDENT FINANCE & ADMIN
Phone
(508) 286-8200
Return prepared by
RSM US LLP

Mission

WHEATON COLLEGE PROVIDES A TRANSFORMATIVE LIBERAL ARTS EDUCATION, COMBINING THEORY AND PRACTICE, FOR INTELLECTUALLY CURIOUS STUDENTS WITHIN A COLLABORATIVE AND VIBRANT EXTENDED COMMUNITY AND NETWORK THAT VALUES AND STRIVES TO CREATE AN EQUITABLE AND JUST WORLD.

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE A TRANSFORMATIVE LIBERAL ARTS EDUCATION, COMBINING THEORY AND PRACTICE, FOR INTELLECTUALLY CURIOUS STUDENTS WITHIN A COLLABORATIVE AND VIBRANT EXTENDED COMMUNITY AND NETWORK THAT VALUES AND STRIVES TO CREATE AN EQUITABLE AND JUST WORLD.
    Expenses $158,555,023 · grants $78,317,454 · revenue $137,340,646

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-2103638
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
1950
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B420)
Assets (IRS master file)
$458,348,963
Income (IRS master file)
$207,608,997

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$171,386,253$175,484,644$458,348,963IRS
990-TJune 2025–––IRS
990June 2024$150,338,992$167,216,998$446,033,897IRS
990-TJune 2024–––IRS
990June 2023$154,250,092$159,378,442$438,679,115XML
990-TJune 2023–––IRS
990June 2022$180,235,944$150,515,955$437,299,904IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 04-2103638).

Questions about WHEATON COLLEGE

What is the EIN of WHEATON COLLEGE?
The employer identification number (EIN) of WHEATON COLLEGE is 04-2103638.
Is WHEATON COLLEGE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
Are donations to WHEATON COLLEGE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WHEATON COLLEGE 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 WHEATON COLLEGE 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 WHEATON COLLEGE 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 WHEATON COLLEGE?
The 990 for the year ended June 30, 2025 names ROGER STACKPOOLE.
Who are the officers and directors of WHEATON COLLEGE?
The 990 for the year ended June 30, 2025 lists 44 people; 15 received compensation from the organization, the highest $539,558 (MICHAELE WHELAN, PRESIDENT AND EX OFFICIO TRUSTEE).
How much revenue does WHEATON COLLEGE have?
On its 990 for the year ended June 30, 2025 it reported revenue of $171,386,253, expenses of $175,484,644 and total assets of $458,348,963 at year end.

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