Nonprofit · EIN 04-2103821
MIDDLESEX SCHOOL
Tax-exempt · CONCORD, MA 01742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $59,021,357 | $54,692,137 | $4,329,220 | $556,036,805 | $140,522,830 | $415,513,975 |
| June 30, 2024 | 990 | $48,448,306 | $50,025,587 | -$1,577,281 | $444,959,376 | $85,605,009 | $359,354,367 |
| June 30, 2023 | 990 | $42,360,502 | $47,028,564 | -$4,668,062 | $434,288,156 | $80,605,449 | $353,682,707 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,814,823
- Program service revenue
- $30,105,880
- Investment income
- $12,243,171
- Net rental income
- $40,830
- Net gain from sales of assets
- $8,733,732
- Net income from fundraising events
- -$3,246
- Net income from sales of inventory
- $8,673
- Other revenue
- $1,857,483
Expenses
- Grants and similar amounts paid
- $8,297,320
- Compensation of officers, directors and key employees
- $2,198,178
- Other salaries and wages
- $13,502,783
- Salaries, compensation and benefits (total)
- $22,343,851
- Professional fundraising fees
- $0
- Legal fees
- $303,571
- Accounting fees
- $204,476
- Occupancy
- $4,147,179
- Travel
- $904,703
- Depreciation
- $5,901,381
- Program services (functional)
- $40,236,285
- Management and general (functional)
- $11,471,689
- Fundraising (functional)
- $2,984,163
Balance sheet and other
- Total assets, start of year
- $444,959,376
- Total assets, end of year
- $556,036,805
- Total liabilities, end of year
- $140,522,830
- Net assets, end of year
- $415,513,975
- Land, buildings and equipment
- $112,245,524
- Publicly traded securities
- $13,225,854
- Net assets without donor restrictions
- $143,040,928
- Net assets with donor restrictions
- $272,473,047
- Gross unrelated business income
- $74,363
- Gross receipts
- $93,067,086
- Employees
- 260
- Volunteers
- 220
- Year formed
- 1901
- 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 |
|---|---|---|---|---|
| ELIZABETH SPEERS | HEAD OF SCHOOL Trustee or director, Officer | 80 | $703,610 | $132,539 |
| KARLYN MCNALL | ASSOCIATE HEAD OF SCHOOL Officer | 80 | $402,584 | $115,435 |
| THERESE CUNNINGHAM | CFO Officer | 60 | $300,605 | $95,354 |
| GEORGE NOBLE | CHIEF ADVANCEMENT OFFICER Key employee | 60 | $218,277 | $118,542 |
| HEATHER PARKER | CHIEF ADVANCEMENT OFFICER Key employee | 60 | $219,998 | $24,551 |
| MARC CARTER | CHIEF INNOVATION OFFICER Highest-paid employee | 60 | $159,453 | $77,151 |
| KURTIS LACROIX | DIRECTOR OF PROJECTS & SAFETY Highest-paid employee | 60 | $177,978 | $57,560 |
| DOUGLAS PRICE | DEAN OF ADMISSIONS & FINANCIAL AID Highest-paid employee | 60 | $181,109 | $53,579 |
| MATTHEW DEGREEFF DEAN OF | COLLEGE COUNS. & STUDENT ENRICHMENT Highest-paid employee | 60 | $135,543 | $72,526 |
| JOFFREY BREMOND | CONTROLLER Highest-paid employee | 60 | $144,757 | $31,313 |
| ALEXANDER C BANKER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| AFUA OFOSU-BARKO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARY LOU BOUTWELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOHANNA BOYNTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOY CONNOLLY | TRUSTEE Trustee or director | 5 | $0 | $0 |
27 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE COUNSELMAN | TRUSTEE Trustee or director | 5 | $0 |
| JAMES F CURTIS III | TRUSTEE Trustee or director | 5 | $0 |
| MADELINE DEMOULAS | TRUSTEE Trustee or director | 5 | $0 |
| ABIGAIL MARR DOFT | TRUSTEE Trustee or director | 5 | $0 |
| SAMANTHA DU | TRUSTEE Trustee or director | 5 | $0 |
| JENNIFER BURNES FULTON | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM J HO | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT W IULIANO | TRUSTEE Trustee or director | 5 | $0 |
| CHARLES MADDOCK | TRUSTEE Trustee or director | 5 | $0 |
| PATRICIA A MELTON | TRUSTEE Trustee or director | 5 | $0 |
| FREDDIE PANTOJA | TRUSTEE Trustee or director | 5 | $0 |
| DR COURTNEY PORTLOCK | TRUSTEE Trustee or director | 5 | $0 |
| MARY PRYSHLAK | TRUSTEE Trustee or director | 5 | $0 |
| JASMINE RICHARDS | TRUSTEE Trustee or director | 5 | $0 |
| ALEX RUSSELL | TRUSTEE Trustee or director | 5 | $0 |
| JUAN SABATER | TRUSTEE Trustee or director | 5 | $0 |
| BRET STEPHENS | TRUSTEE Trustee or director | 5 | $0 |
| CASS SUNSTEIN | TRUSTEE Trustee or director | 5 | $0 |
| STANOY S TASSEV | TRUSTEE Trustee or director | 5 | $0 |
| DUNE THORNE | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT C TRUMBULL | TRUSTEE Trustee or director | 5 | $0 |
| JASON ROBART | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ALLEN J MODEL | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| ANNE T BASS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| ROBERT M BASS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| ANDREW PITTS | TREASURER Trustee or director, Officer | 5 | $0 |
| SARAH LEARY | SECRETARY Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 44 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KARLYN MCNALL | ASSOCIATE HEAD OF SCHOOL Officer | 80 | $350,612 | $150,381 |
| ELIZABETH SPEERS | HEAD OF SCHOOL Trustee or director, Officer | 80 | $336,172 | $58,688 |
| GEORGE NOBLE | CHIEF ADVANCEMENT OFFICER Key employee | 60 | $235,561 | $148,342 |
| THERESE CUNNINGHAM | CHIEF FINANCIAL OFFICER Officer | 60 | $270,317 | $91,390 |
| HEATHER PARKER | CHIEF ADVANCEMENT OFFICER Key employee | 60 | $242,658 | $23,256 |
| MICHAEL SCHAEBERLE | DIRECTOR OF STUDIES Highest-paid employee | 60 | $144,303 | $107,700 |
| MATTHEW DEGREEFF DEAN OF | COLLEGE COUNS. & STUDENT ENRICHMENT Highest-paid employee | 60 | $161,147 | $80,989 |
| DOUGLAS PRICE | DEAN OF ADMISSIONS & FINANCIAL AID Highest-paid employee | 60 | $174,889 | $53,694 |
| CHARLES MCDONALD | ACADEMIC TECH. SPC. (UNTIL 6/30/23) Highest-paid employee | 0 | $202,676 | $23,382 |
| DAVID BEARE | FORMER HEAD OF SCHOOL Former | 0 | $198,919 | $0 |
| KERRY MAGEE | DIRECTOR OF FACULTY DEVELOPMENT Highest-paid employee | 60 | $143,709 | $28,360 |
| MATTHEW CROZIER | FORMER CHIEF OPERATING OFFICER Former | 0 | $107,585 | $33,967 |
| ALEXANDER C BANKER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARY LOU BOUTWELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOHANNA BOYNTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOY CONNOLLY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CAROLINE COUNSELMAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JAMES F CURTIS III | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MADELINE DEMOULAS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ABIGAIL MARR DOFT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SAMANTHA DU | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JENNIFER BURNES FULTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| WILLIAM J HO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROBERT W IULIANO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHARLES MADDOCK | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EDWARD F MEHM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| PATRICIA A MELTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| J BENJAMIN NYE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| FREDDIE PANTOJA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DR COURTNEY PORTLOCK | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARY PRYSHLAK | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JASMINE RICHARDS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ALEXANDRA HANKEN RUSSELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BRET STEPHENS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CASS SUNSTEIN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| STANOY S TASSEV | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROBERT C TRUMBULL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JULIA FRENCH VEGHTE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JASON ROBART | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ANNE T BASS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT M BASS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ALLEN J MODEL | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| SARAH C LEARY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ANDREW PITTS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 41 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KARLYN M MCNALL | INTERIM HEAD OF SCHOOL Trustee or director, Officer | 80 | $388,976 | $178,525 |
| DAVID BEARE | FORMER HEAD OF SCHOOL Former | 0 | $470,435 | $28,596 |
| THERESE A CUNNINGHAM | CHIEF FINANCIAL OFFICER Officer | 60 | $224,955 | $84,754 |
| MATTHEW E CROZIER | CHIEF OPERATING OFFICER Officer | 60 | $216,390 | $91,051 |
| JOE ALFORD | CHIEF TECHNOLOGY OFFICER Highest-paid employee | 60 | $126,264 | $130,884 |
| GEORGE W NOBLE | DIRECTOR OF ADVANCEMENT Key employee | 60 | $199,501 | $55,846 |
| MATTHEW J DEGREEFF DEAN OF | COLLEGE COUNSELING & STUDENT ENRICHM Highest-paid employee | 60 | $129,255 | $104,384 |
| HEATHER J PARKER | DIRECTOR OF DEVELOPMENT Key employee | 60 | $211,043 | $22,002 |
| DOUGLAS C PRICE | DEAN OF ADMISSIONS AND FINANCIAL AID Highest-paid employee | 60 | $169,302 | $54,531 |
| KATHRYN MARCHAND | DEAN OF FACULTY Highest-paid employee | 60 | $129,492 | $70,277 |
| MARGARET MCLAUGHLIN | DIRECTOR OF HEALTH & WELLNESS Highest-paid employee | 60 | $125,590 | $40,791 |
| ALEXANDRA HANKEN RUSSELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ALEXANDER C BANKER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARY LOU BOUTWELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOHANNA BOYNTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| RODNEY CLARK | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOY CONNOLLY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CAROLINE COUNSELMAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JAMES F CURTIS III | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MADELINE DEMOULAS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ABIGAIL MARR DOFT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SAMANTHA DU | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JENNIFER BURNES FULTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROBERT W IULIANO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHARLES MADDOCK | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EDWARD F MEHM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| PATRICIA A MELTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BENJAMIN NYE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DR COURTNEY PORTLOCK | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JASMINE RICHARDS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BRET STEPHENS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CASS SUNSTEIN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| STANOY S TASSEV | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROBERT C TRUMBULL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JULIA FRENCH VEGHTE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JASON ROBART | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ANNE T BASS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT M BASS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ALLEN J MODEL | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| SARAH C LEARY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ANDREW PITTS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9122, CONCORD, MA 01742-9122
- Principal officer (990 for 2024)
- ELIZABETH SPEERS, 1400 LOWELL ROAD, CONCORD, MA 01742
- Signed the 990
- MICHAEL J HOYLE, CFOO
- Phone
- (978) 369-2550
- Website
- WWW.MXSCHOOL.EDU
- Return prepared by
- RSM US LLP
Mission
MIDDLESEX SCHOOL HELPS STUDENTS FIND THEIR PROMISE THROUGH RIGOROUS INTELLECTUAL, PHYSICAL, CREATIVE, AND ETHICAL EDUCATION. WE VALUE INTEGRITY, KINDNESS, INCLUSIVITY, EXCELLENCE, AND ENGAGEMENT IN SERVICE OR OUR COMMUNITY AND THE WIDER WORLD.
Program accomplishments
- MIDDLESEX SCHOOL IS A NON-SECTARIAN COLLEGE PREPARATORY BOARDING AND DAY SCHOOL FOR BOYS AND GIRLS IN GRADES 9-12. MIDDLESEX HAS ALWAYS PRIDED ITSELF IN ATTRACTING A DIVERSE, HIGHLY MOTIVATED GROUP OF STUDENTS FROM ACROSS THE COUNTRY AND MORE RECENTLY THE WORLD. CURRENT ENROLLMENT IS ABOUT 420 STUDENTS FROM MANY STATES AND COUNTRIES. FOUNDED IN 1901, THE SCHOOL HAS A LONG TRADITION OF PLACING STUDENTS IN THE MOST SELECTIVE COLLEGES. MIDDLESEX OFFERS A CHALLENGING ACADEMIC PROGRAM. IN ADDITION TO ITS SCHOOL YEAR PROGRAM, MIDDLESEX MAKES USE OF ITS CAMPUS FACILITIES FOR SUMMER AUXILIARY PROGRAMS CONSISTENT WITH ITS PRIMARY MISSION.Expenses $40,236,285 · grants $8,297,320 · revenue $31,708,845
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
- 04-2103821
- 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
- 1944
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $556,036,805
- Income (IRS master file)
- $93,067,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $59,021,357 | $54,692,137 | $556,036,805 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $48,448,306 | $50,025,587 | $444,959,376 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $42,360,502 | $47,028,564 | $434,288,156 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $51,673,207 | $46,626,306 | $434,598,457 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 04-2103821).
Questions about MIDDLESEX SCHOOL
- What is the EIN of MIDDLESEX SCHOOL?
- The employer identification number (EIN) of MIDDLESEX SCHOOL is 04-2103821.
- Is MIDDLESEX SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to MIDDLESEX SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDDLESEX SCHOOL 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 MIDDLESEX SCHOOL 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 MIDDLESEX SCHOOL 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 MIDDLESEX SCHOOL?
- The 990 for the year ended June 30, 2025 names ELIZABETH SPEERS.
- Who are the officers and directors of MIDDLESEX SCHOOL?
- The 990 for the year ended June 30, 2025 lists 42 people; 10 received compensation from the organization, the highest $703,610 (ELIZABETH SPEERS, HEAD OF SCHOOL).
- How much revenue does MIDDLESEX SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $59,021,357, expenses of $54,692,137 and total assets of $556,036,805 at year end.
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