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Nonprofit · EIN 04-3559945

CODMAN ACADEMY FOUNDATION

Tax-exempt · DORCHESTER, MA 02124

Financials

$1.1M$1.1M2022$1.3M$750K2023$1.1M$691K2024
Revenue Expenses · by fiscal year end
Financials of CODMAN ACADEMY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,131,266$690,992$440,274$24,120,675$9,208,279$14,912,396
June 30, 2024990$1,308,101$749,977$558,124$28,971,815$13,059,508$15,912,307
June 30, 2023990$1,115,420$1,126,127-$10,707$28,781,992$13,535,349$15,246,643
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$727,336
of which government grants
$26,895
Program service revenue
$0
Investment income
$208,465
Net rental income
$195,465
Other revenue
$195,465

Expenses

Grants and similar amounts paid
$242,111
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$8,491
Depreciation
$377,082
Program services (functional)
$665,316
Management and general (functional)
$25,676

Balance sheet and other

Total assets, start of year
$28,971,815
Total assets, end of year
$24,120,675
Total liabilities, end of year
$9,208,279
Net assets, end of year
$14,912,396
Land, buildings and equipment
$11,378,303
Publicly traded securities
$3,066,245
Net assets without donor restrictions
$13,855,219
Net assets with donor restrictions
$1,057,177
Gross receipts
$1,131,266
Employees
0
Volunteers
18
Year formed
2001
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 / weekCompensationFrom related orgsOther / benefits
DIANA LAM EX-OFFICIOHEAD OF SCHOOL
Officer
1$0$118,333$8,987
DR DERRICK CIESLA EX-OFFICIOHEAD OF SCHOOL
Officer
1$0$100,000$7,600
JAMES DILLONPRESIDENT
Trustee or director, Officer
1$0$0$0
JONATHAN STEPHENSTREASURER
Trustee or director, Officer
1$0$0$0
MBAKWE OKAFORVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
BILL TRIANTCLERK
Trustee or director, Officer
1$0$0$0
ANNE SANDERSONDIRECTOR
Trustee or director
1$0$0$0
ANNE VON GUIONNEAUDIRECTOR
Trustee or director
1$0$0$0
DEVESH GANDHIDIRECTOR
Trustee or director
1$0$0$0
GLENDA FISHMANDIRECTOR
Trustee or director
1$0$0$0
JANE HAWKESDIRECTOR
Trustee or director
1$0$0$0
LAWRENCE O'DONNELL JRDIRECTOR
Trustee or director
1$0$0$0
MEG CAMPBELLDIRECTOR
Trustee or director
1$0$0$0
MICHAEL MCCOLLOUGHDIRECTOR
Trustee or director
1$0$0$0
ROANN COSTINDIRECTOR
Trustee or director
1$0$0$0
5 more people on this return
NameTitleHours / weekCompensation
SHAKYE JONESDIRECTOR
Trustee or director
1$0
ANDREW PERLMUTTERDIRECTOR
Trustee or director
1$0
HENRY GOODROWDIRECTOR
Trustee or director
1$0
ELIZABETH O'DONNELLDIRECTOR
Trustee or director
1$0
MARLON THOMPSONDIRECTOR (AS OF 7/1/24)
Trustee or director
1$0
990 for the year ended June 30, 2024: 20 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DIANA LAM EX-OFFICIODIRECTOR
Trustee or director
1$0$110,168$6,966
JAMES DILLONPRESIDENT
Trustee or director, Officer
1$0$0$0
JONATHAN STEPHENSTREASURER
Trustee or director, Officer
1$0$0$0
MBAKWE OKAFORVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
BILL TRIANTCLERK
Trustee or director, Officer
1$0$0$0
ANNE SANDERSONDIRECTOR
Trustee or director
1$0$0$0
ANNE VON GUIONNEAUDIRECTOR
Trustee or director
1$0$0$0
DEVESH GANDHIDIRECTOR
Trustee or director
1$0$0$0
GLENDA FISHMANDIRECTOR
Trustee or director
1$0$0$0
JANE HAWKESDIRECTOR
Trustee or director
1$0$0$0
JASON HIRSCHDIRECTOR
Trustee or director
1$0$0$0
LAWRENCE O'DONNELL JRDIRECTOR
Trustee or director
1$0$0$0
MEG CAMPBELLDIRECTOR
Trustee or director
1$0$0$0
MICHAEL MCCOLLOUGHDIRECTOR
Trustee or director
1$0$0$0
ROANN COSTINDIRECTOR
Trustee or director
1$0$0$0
SARAH CAPUTODIRECTOR (UNTIL 7/7/23)
Trustee or director
1$0$0$0
SHAKYE JONESDIRECTOR
Trustee or director
1$0$0$0
ANDREW PERLMUTTERDIRECTOR
Trustee or director
1$0$0$0
HENRY GOODROWDIRECTOR
Trustee or director
1$0$0$0
ELIZABETH O'DONNELLDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 21 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
THABITI BROWN EX-OFICIODIRECTOR
Trustee or director
1$0$182,700$29,285
JAMES DILLONPRESIDENT
Trustee or director, Officer
1$0$0$0
JONATHAN STEPHENSTREASURER
Trustee or director, Officer
1$0$0$0
MBAKWE OKAFORVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
BILL TRIANTCLERK
Trustee or director, Officer
1$0$0$0
ANNE SANDERSONDIRECTOR
Trustee or director
1$0$0$0
ANNE VON GUIONNEAUDIRECTOR
Trustee or director
1$0$0$0
DEVESH GANDHIDIRECTOR
Trustee or director
1$0$0$0
GABRIELLE ABELARDDIRECTOR (UNTIL 12/2022)
Trustee or director
1$0$0$0
GLENDA FISHMANDIRECTOR
Trustee or director
1$0$0$0
JANE HAWKESDIRECTOR
Trustee or director
1$0$0$0
JASON HIRSCHDIRECTOR
Trustee or director
1$0$0$0
LAWRENCE O'DONNELL JRDIRECTOR
Trustee or director
1$0$0$0
MEG CAMPBELLDIRECTOR
Trustee or director
1$0$0$0
MICHAEL MCCOLLOUGHDIRECTOR
Trustee or director
1$0$0$0
ROANN COSTINDIRECTOR
Trustee or director
1$0$0$0
SARAH CAPUTODIRECTOR
Trustee or director
1$0$0$0
SHAKYE JONESDIRECTOR
Trustee or director
1$0$0$0
ANDREW PERLMUTTERDIRECTOR
Trustee or director
1$0$0$0
HENRY GOODROWDIRECTOR
Trustee or director
1$0$0$0
ELIZABETH O'DONNELLDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
637 WASHINGTON ST, DORCHESTER, MA 02124-3510
In care of
% MARGARET M CAMPBELL
Principal officer (990 for 2024)
JAMES DILLON, 637 WASHINGTON STREET, DORCHESTER, MA 02124
Signed the 990
JAMES DILLON, PRESIDENT
Phone
(617) 287-0700
Return prepared by
AAFCPAS INC

Mission

TO SUPPORT THE MISSION OF THE CODMAN ACADEMY CHARTER PUBLIC SCHOOL.

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROMOTE THE FINANCIAL WELL-BEING OF THE CODMAN ACADEMY CHARTER PUBLIC SCHOOL AND TO SUPPORT VARIOUS STUDENT ENRICHMENT ACTIVITIES.
    Expenses $665,316 · grants $242,111

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
04-3559945
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B112)
Assets (IRS master file)
$24,120,675
Income (IRS master file)
$1,131,266

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,131,266$690,992$24,120,675IRS
990June 2024$1,308,101$749,977$28,971,815IRS
990June 2023$1,115,420$1,126,127$28,781,992XML
990June 2022$1,312,606$1,078,564$21,175,637IRS
990June 2021–––IRS
990June 2020–––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 04-3559945).

Questions about CODMAN ACADEMY FOUNDATION

What is the EIN of CODMAN ACADEMY FOUNDATION?
The employer identification number (EIN) of CODMAN ACADEMY FOUNDATION is 04-3559945.
Is CODMAN ACADEMY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CODMAN ACADEMY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CODMAN ACADEMY FOUNDATION 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 CODMAN ACADEMY FOUNDATION 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 CODMAN ACADEMY FOUNDATION 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 CODMAN ACADEMY FOUNDATION?
The 990 for the year ended June 30, 2025 names JAMES DILLON.
Who are the officers and directors of CODMAN ACADEMY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
How much revenue does CODMAN ACADEMY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,131,266, expenses of $690,992 and total assets of $24,120,675 at year end.

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