Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-2642602

GREENWOOD SCHOOL INC

Tax-exempt · PUTNEY, VT 05346

Financials

$5M$5M2022$4.4M$5.3M2023$6M$5.9M2024
Revenue Expenses · by fiscal year end
Financials of GREENWOOD SCHOOL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,975,415$5,931,896$43,519$7,585,280$1,335,314$6,249,966
June 30, 2024990$4,378,724$5,255,018-$876,294$7,725,106$1,605,609$6,119,497
June 30, 2023990$5,040,345$5,019,710$20,635$8,161,584$1,270,304$6,891,280
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$262,696
Program service revenue
$5,487,395
Investment income
$221,865
Net rental income
$3,459
Other revenue
$3,459

Expenses

Grants and similar amounts paid
$26,901
Compensation of officers, directors and key employees
$183,500
Other salaries and wages
$2,842,055
Salaries, compensation and benefits (total)
$3,826,168
Professional fundraising fees
$65,000
Legal fees
$108,685
Accounting fees
$78,789
Occupancy
$266,914
Travel
$51,467
Depreciation
$298,749
Program services (functional)
$3,853,921
Management and general (functional)
$1,925,648
Fundraising (functional)
$152,327

Balance sheet and other

Total assets, start of year
$7,725,106
Total assets, end of year
$7,585,280
Total liabilities, end of year
$1,335,314
Net assets, end of year
$6,249,966
Land, buildings and equipment
$3,425,731
Net assets without donor restrictions
$4,044,302
Net assets with donor restrictions
$2,205,664
Gross unrelated business income
$3,459
Gross receipts
$6,069,456
Employees
70
Volunteers
0
Year formed
1978
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 / weekCompensation
SERGIO SIMUNOVICHEAD OF SCHOOL
Officer
50$183,500
ANNE SWAYZEFORMER HEAD OF SCHOOL
Former
40$131,439
ARIA CARTERDIRECTOR OF ADMISSIONS
Highest-paid employee
40$120,438
DAVID J BENJACKCHAIRMAN
Trustee or director, Officer
0.5$0
CATHERINE STEPHANTREASURER
Trustee or director, Officer
0.5$0
MARIA ALFONSO MARTINEZTRUSTEE
Trustee or director
0.5$0
KATHERINE PHARESSECRETARY
Trustee or director
0.5$0
LEE SLATERTRUSTEE
Trustee or director
0.5$0
SARAH KHETANITRUSTEE
Trustee or director
0.5$0
KATE CAINTRUSTEE
Trustee or director
0.5$0
BART BALDWINTRUSTEE
Trustee or director
0.5$0
SCOTT BREIGTRUSTEE
Trustee or director
0.5$0
JASON DAVISTRUSTEE
Trustee or director
0.5$0
EMILY STEFFIANTRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
ANNE SWAYZEHEAD OF SCHOOL (FORMER)
Officer
50$156,639$27,414
DAVID J BENJACKCHAIRMAN
Trustee or director, Officer
0.5$0$0
CATHERINE STEPHANTREASURER
Trustee or director, Officer
0.5$0$0
MARIA ALFONSO MARTINEZTRUSTEE
Trustee or director
0.5$0$0
KATHERINE PHARESSECRETARY
Trustee or director
0.5$0$0
LEE SLATERTRUSTEE
Trustee or director
0.5$0$0
SARAH KHETANITRUSTEE
Trustee or director
0.5$0$0
MICHALE KOENIGTRUSTEE
Trustee or director
0.5$0$0
BART BALDWINTRUSTEE
Trustee or director
0.5$0$0
SCOTT BREIGTRUSTEE
Trustee or director
0.5$0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
ANNE SWAYZEHEAD OF SCHOOL
Officer
50$153,961$26,544
DAVID J BENJACKCHAIRMAN
Trustee or director, Officer
0.5$0$0
SCOTT BREIGTREASURER
Trustee or director, Officer
0.5$0$0
MARIA ALFONSO MARTINEZTRUSTEE
Trustee or director
0.5$0$0
KATHERINE PHARESTRUSTEE
Trustee or director
0.5$0$0
LEE SLATERTRUSTEE
Trustee or director
0.5$0$0
SARAH KHETANITRUSTEE
Trustee or director
0.5$0$0
MICHALE KOENIGTRUSTEE
Trustee or director
0.5$0$0
BART BALDWINTRUSTEE
Trustee or director
0.5$0$0
CATHERINE STEPHANTRUSTEE
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
14 GREENWOOD LN, PUTNEY, VT 05346-8965
Principal officer (990 for 2024)
SERGIO SIMUNOVIC, 14 GREENWOOD LANE, PUTNEY, VT 05346
Signed the 990
SERGIO SIMUNOVIC, HEAD OF SCHOOL
Phone
(802) 387-4545
Return prepared by
WHITTLESEY PC

Mission

THE GREENWOOD SCHOOL STRIVES TO BE THE LEADING GRADES 6-12 COLLEGE PREPARATORY INDEPENDENT BOARDING AND DAY SCHOOL FOR STUDENTS CONFRONTING LEARNING, ATTENTION, AND EXECUTIVE FUNCTIONING CHALLENGES. WE DELIVER INNOVATIVE AND RESEARCH-PROVEN PROGRAMS THAT EMPOWER OUR STUDENTS WITH KNOWLEDGE, COMPETENCIES, TALENTS, LIFE SKILLS, AND THE EARNED CONFIDENCE THEY NEED TO SUCCEED.

990 for the year ended June 30, 2025

Program accomplishments

  • THE GREENWOOD SCHOOL, INC. PROVIDES INDIVIDUALIZED SPECIAL EDUCATION ON A 2 TO 1 BASIS.
    Expenses $3,853,921 · grants $26,901 · revenue $5,487,395

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
04-2642602
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
1978
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,585,280
Income (IRS master file)
$6,069,456

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,975,415$5,931,896$7,585,280IRS
990-TJune 2025–––IRS
990June 2024$4,378,724$5,255,018$7,725,106IRS
990-TJune 2024–––IRS
990June 2023$5,040,345$5,019,710$8,161,584XML
990-TJune 2023–––IRS
990June 2022$5,558,708$4,691,423$8,451,387IRS
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 04-2642602).

Questions about GREENWOOD SCHOOL INC

What is the EIN of GREENWOOD SCHOOL INC?
The employer identification number (EIN) of GREENWOOD SCHOOL INC is 04-2642602.
Is GREENWOOD SCHOOL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to GREENWOOD SCHOOL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREENWOOD SCHOOL INC 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 GREENWOOD SCHOOL INC 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 GREENWOOD SCHOOL INC 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 GREENWOOD SCHOOL INC?
The 990 for the year ended June 30, 2025 names SERGIO SIMUNOVIC.
Who are the officers and directors of GREENWOOD SCHOOL INC?
The 990 for the year ended June 30, 2025 lists 14 people; 3 received compensation from the organization, the highest $183,500 (SERGIO SIMUNOVIC, HEAD OF SCHOOL).
How much revenue does GREENWOOD SCHOOL INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,975,415, expenses of $5,931,896 and total assets of $7,585,280 at year end.

Other nonprofits in PUTNEY

All nonprofits in PUTNEY · Vermont