Nonprofit · EIN 05-0259101
MARY C WHEELER SCHOOL INC
Tax-exempt · PROVIDENCE, RI 02906
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $50,804,284 | $46,197,897 | $4,606,387 | $162,040,985 | $46,712,336 | $115,328,649 |
| June 30, 2024 | 990 | $49,601,472 | $45,155,844 | $4,445,628 | $155,076,176 | $44,555,232 | $110,520,944 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,108,404
- Program service revenue
- $40,325,615
- Investment income
- $7,201,139
- Net rental income
- $175,865
- Net gain from sales of assets
- $3,573,606
- Net income from sales of inventory
- -$6,739
- Other revenue
- $169,126
Expenses
- Grants and similar amounts paid
- $5,622,200
- Compensation of officers, directors and key employees
- $1,513,944
- Other salaries and wages
- $20,160,375
- Salaries, compensation and benefits (total)
- $30,160,914
- Professional fundraising fees
- $0
- Legal fees
- $64,623
- Accounting fees
- $81,408
- Occupancy
- $885,014
- Travel
- $431,804
- Depreciation
- $2,677,584
- Program services (functional)
- $35,049,828
- Management and general (functional)
- $9,865,141
- Fundraising (functional)
- $1,282,928
Balance sheet and other
- Total assets, start of year
- $155,076,176
- Total assets, end of year
- $162,040,985
- Total liabilities, end of year
- $46,712,336
- Net assets, end of year
- $115,328,649
- Land, buildings and equipment
- $53,839,129
- Publicly traded securities
- $60,361,054
- Net assets without donor restrictions
- $57,479,556
- Net assets with donor restrictions
- $57,849,093
- Gross receipts
- $50,835,629
- Employees
- 644
- Volunteers
- 200
- Year formed
- 1889
- State of legal domicile
- RI
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 |
|---|---|---|---|---|
| ALLISON GAINES PELL | HEAD OF SCHOOL Officer | 50 | $440,042 | $155,340 |
| RACHEL SPAULDING | HEAD OF ADVANCEMENT Highest-paid employee | 50 | $207,453 | $76,793 |
| KATHLEEN WILSON | CHIEF FINANCIAL OFFICER Officer | 50 | $216,798 | $49,930 |
| ANNA CURTIS | DIRECTOR OF ENROLLMENT Highest-paid employee | 50 | $161,793 | $92,649 |
| FRANCIS MCCARTHY | HEAD OF HAMILTON SCHOOL Highest-paid employee | 50 | $195,604 | $48,624 |
| IAN MOORHOUSE | CHIEF OPERATING OFFICER Key employee | 50 | $216,754 | $16,100 |
| MAX PEARLSTEIN | DIR. OF STRATEGIC COMMUNICATIONS Key employee | 50 | $160,972 | $51,892 |
| YOUNG UN | DIR. OF STRATEGIC INNOVATION Highest-paid employee | 50 | $161,951 | $37,241 |
| NEELTJE HENNEMAN | HEAD OF UPPER SCHOOL Highest-paid employee | 50 | $162,054 | $26,372 |
| JEANETTE EPSTEIN | DIR. OF ADMISSION AND ELEM.MAT PROGRAM Key employee | 50 | $160,850 | $27,427 |
| ALISIA ST FLORIAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CONSTANCE HOWES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DANIEL BECKER | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| EVE VELIZ-MORAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GREG ALTMAN | BOARD MEMBER (UNTIL 12/2024) Trustee or director | 2 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASMINE SYKES-KUNK | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN CLARKE | ALUMNI BOARD CHAIR Trustee or director | 2 | $0 |
| KATE EDWARDS PAGLIA | BOARD MEMBER Trustee or director | 2 | $0 |
| KATHLEEN CARNEY- GODLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| KATHRYN GOODFELLOW | SECRETARY Trustee or director, Officer | 2 | $0 |
| KATIE KEEFFE | BOARD MEMBER Trustee or director | 2 | $0 |
| MATT COEN | BOARD MEMBER Trustee or director | 2 | $0 |
| MATTHEW FINKELSTEIN | BOARD MEMBER Trustee or director | 2 | $0 |
| METE TUNCA | BOARD MEMBER Trustee or director | 2 | $0 |
| NICK WALL | BOARD MEMBER Trustee or director | 2 | $0 |
| PAM O'HARA | BOARD MEMBER Trustee or director | 2 | $0 |
| ROBIN GLANCY | BOARD MEMBER Trustee or director | 2 | $0 |
| RUSSELL SHIPPEE | BOARD MEMBER Trustee or director | 2 | $0 |
| SANDRA SMITH | BOARD MEMBER Trustee or director | 2 | $0 |
| SEAN ADU-GYAMFI | BOARD MEMBER Trustee or director | 2 | $0 |
| SHANKAR PRASAD | BOARD MEMBER Trustee or director | 2 | $0 |
| TING BARNARD | BOARD MEMBER Trustee or director | 2 | $0 |
| VALERIE ALLEN | BOARD MEMBER Trustee or director | 2 | $0 |
| WILLIAM PRESCOTT | BOARD MEMBER, HEAD EMERITUS Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLISON GAINES PELL | HEAD OF SCHOOL Officer | 50 | $473,769 | $163,047 |
| RACHEL SPAULDING | HEAD OF ADVANCEMENT Highest-paid employee | 50 | $211,106 | $75,233 |
| KATHLEEN WILSON | CHIEF FINANCIAL OFFICER Officer | 50 | $224,625 | $48,031 |
| ANNA CURTIS | DIRECTOR OF ENROLLMENT Highest-paid employee | 50 | $165,354 | $90,539 |
| FRANCIS MCCARTHY | HEAD OF HAMILTON SCHOOL Highest-paid employee | 50 | $200,697 | $47,252 |
| IAN MOORHOUSE | CHIEF OPERATING OFFICER Key employee | 50 | $221,824 | $17,107 |
| YOUNG UN | DIRECTOR OF STRATEGIC INNO Highest-paid employee | 50 | $166,520 | $54,992 |
| NEELTJE HENNEMAN | HEAD OF UPPER SCHOOL Highest-paid employee | 50 | $165,883 | $25,695 |
| ASHEESH ADVANI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| VALERIE ALLEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GREG ALTMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DANIEL BECKER | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MATT COEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN CLARKE | ALUMNI BOARD CHAIR Trustee or director | 2 | $0 | $0 |
| MATTHEW FINKELSTEIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ALISIA ST FLORIAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ROBIN GLANCY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATHLEEN CARNEY- GODLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SERGIO GONZALEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATHRYN GOODFELLOW | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SEAN ADU-GYAMFI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CONSTANCE HOWES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| VANESSA KREX | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EVE VELIZ-MORAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHANKAR PRASAD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WILLIAM PRESCOTT | BOARD MEMBER, HEAD EMERITU Trustee or director | 2 | $0 | $0 |
| KATE EDWARDS PAGLIA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAIGE ROBERTS | PARENTS ASSOCIATION CHAIR Trustee or director | 2 | $0 | $0 |
| STEPHEN ROSA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RUSSELL SHIPPEE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SANDRA SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| METE TUNCA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 216 HOPE ST, PROVIDENCE, RI 02906-2214
- Principal officer (990 for 2024)
- MARK ANDERSON, 216 HOPE STREET, PROVIDENCE, RI 029062246
- Signed the 990
- MARK ANDERSON, HEAD OF SCHOOL
- Phone
- (401) 421-8100
- Website
- WWW.WHEELERSCHOOL.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
WHEELER IS AN INDEPENDENT, COLLEGE PREPARATORY DAY SCHOOL SERVING STUDENTS NURSERY THROUGH GRADE 12 WHOSE MISSION IS DERIVED FROM THE IDEAL OF ITS FOUNDER, MARY C WHEELER, "TO LEARN OUR POWERS AND BE ANSWERABLE FOR THEIR USE."
Program accomplishments
- PROVIDING EDUCATIONAL SERVICES TO STUDENTS ATTENDING NURSERY THROUGH 12TH GRADE. THE SCHOOL ENROLLED 823 STUDENTS FOR THE YEAR OF WHICH 96 STUDENTS GRADUATED FROM THE CLASS OF 2025 AND 99% OF THOSE GRADUATING PURSUED A COLLEGE EDUCATION. ADMINISTRATION, FACULTY AND STAFF PARTICIPATED IN SCHOOL SUPPORTED PROFESSIONAL DEVELOPMENT PROGRAMS. A STRONG VOLUNTEER GROUP OF PARENTS AND ALUMNI HELPED THE SCHOOL IN ITS FUNDRAISING AND ADMISSIONS ACTIVITIES.Expenses $33,920,086 · grants $5,622,200 · revenue $38,551,183
- WHEELER SUMMER CAMP AND PROGRAMS PROVIDE BOTH WHEELER STUDENTS AND CHILDREN FROM THE LOCAL COMMUNITIES, EDUCATIONAL, ENRICHMENT, RECREATIONAL AND ATHLETIC BASED ACTIVITIES AND PROGRAMMING. SUMMER CAMP AND PROGRAMS INTRODUCE CHILDREN TO THE WHEELER SCHOOL AND CAMP EXPERIENCES. IN 2025, OVER 900 CHILDREN PARTICIPATED IN THE PROGRAMS. WHEELER SUMMER CAMP AND PROGRAMS PROVIDE NON-TUITION REVENUE TO SUPPORT ANNUAL OPERATIONS.Expenses $889,026 · revenue $1,359,409
- AFTER SCHOOL PROGRAMS SERVICE WHEELER STUDENTS IN NURSERY THROUGH GRADE 5. APPROXIMATELY 70 STUDENTS WERE ENROLLED PER DAY IN AGE APPROPRIATE ACTIVITIES. ADDITIONALLY LATE DAY OPTIONS ARE AVAILABLE FOR OUR NURSERY AND PRE-K STUDENTS.Expenses $240,716 · revenue $408,284
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
- 05-0259101
- 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
- 1948
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $162,040,985
- Income (IRS master file)
- $50,835,629
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $50,804,284 | $46,197,897 | $162,040,985 | XML |
| 990 | June 2024 | $49,601,472 | $45,155,844 | $155,076,176 | XML |
| 990 | June 2023 | $39,612,456 | $40,417,085 | $137,274,449 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 05-0259101).
Questions about MARY C WHEELER SCHOOL INC
- What is the EIN of MARY C WHEELER SCHOOL INC?
- The employer identification number (EIN) of MARY C WHEELER SCHOOL INC is 05-0259101.
- Is MARY C WHEELER SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to MARY C WHEELER SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARY C WHEELER 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 MARY C WHEELER 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 MARY C WHEELER 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 MARY C WHEELER SCHOOL INC?
- The 990 for the year ended June 30, 2025 names MARK ANDERSON.
- Who are the officers and directors of MARY C WHEELER SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 34 people; 10 received compensation from the organization, the highest $440,042 (ALLISON GAINES PELL, HEAD OF SCHOOL).
- How much revenue does MARY C WHEELER SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $50,804,284, expenses of $46,197,897 and total assets of $162,040,985 at year end.
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