Nonprofit · EIN 06-0653119
LOOMIS INSTITUTE
Tax-exempt · WINDSOR, CT 06095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $80,498,468 | $75,526,676 | $4,971,792 | $564,579,237 | $83,371,539 | $481,207,698 |
| June 30, 2024 | 990 | $137,874,508 | $72,756,034 | $65,118,474 | $540,597,730 | $84,216,745 | $456,380,985 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $16,215,811
- Program service revenue
- $51,936,772
- Investment income
- $12,184,583
- Net gain from sales of assets
- $7,153,508
- Net income from sales of inventory
- $161,302
- Other revenue
- $161,302
Expenses
- Grants and similar amounts paid
- $11,107,606
- Compensation of officers, directors and key employees
- $1,223,274
- Other salaries and wages
- $22,813,774
- Salaries, compensation and benefits (total)
- $31,489,265
- Professional fundraising fees
- $0
- Legal fees
- $85,646
- Accounting fees
- $114,772
- Occupancy
- $4,845,137
- Depreciation
- $7,815,441
- Program services (functional)
- $59,285,792
- Management and general (functional)
- $11,135,373
- Fundraising (functional)
- $5,105,511
Balance sheet and other
- Total assets, start of year
- $540,597,730
- Total assets, end of year
- $564,579,237
- Total liabilities, end of year
- $83,371,539
- Net assets, end of year
- $481,207,698
- Land, buildings and equipment
- $177,635,300
- Publicly traded securities
- $77,797,362
- Net assets without donor restrictions
- $217,390,951
- Net assets with donor restrictions
- $263,816,747
- Gross unrelated business income
- $34,803
- Gross receipts
- $112,545,214
- Employees
- 476
- Volunteers
- 483
- Year formed
- 1874
- State of legal domicile
- CT
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 |
|---|---|---|---|---|
| SHEILA CULBERT | FORMER HEAD OF SCHOOL Former | 0 | $941,739 | $49,835 |
| RICHARD ESPOSITO | CHIEF FINANCIAL OFFICER Officer | 40 | $541,709 | $102,023 |
| JOANN REILLY SOJA | HEAD OF SCHOOL Trustee or director, Officer | 40 | $279,653 | $117,132 |
| TIMOTHY STRUTHERS | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $243,994 | $102,913 |
| WEBSTER TRENCHARD | ASSOCIATE HEAD OF SCHOOL Highest-paid employee | 40 | $256,545 | $71,638 |
| AMY THOMPSON | DEAN OF ENROLLMENT Highest-paid employee | 40 | $182,995 | $42,651 |
| LANCE HALL | DIRECTOR OF PHYSICAL PLANT Highest-paid employee | 40 | $163,274 | $55,770 |
| LYNN PETRILLO | DIRECTOR OF COMMUNICATIONS Officer | 40 | $173,851 | $38,531 |
| JULIA KNIGHT | BUSINESS MANAGER Highest-paid employee | 40 | $177,714 | $19,867 |
| COURTNEY ACKEIFI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE BALLARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN BUSSEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAULINE CHEN HALSEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIK A CLIETTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRITT MARIE COLE-JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH O COWAN | TRUSTEE Trustee or director | 1 | $0 |
| FRIDOLF A HANSON | TRUSTEE Trustee or director | 1 | $0 |
| M SCOTT HAVENS | TRUSTEE Trustee or director | 1 | $0 |
| JAMES S HIGGINS | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN M KELLY | TRUSTEE Trustee or director | 1 | $0 |
| UNSOO KIM | TRUSTEE Trustee or director | 1 | $0 |
| RACHEL KORT | TRUSTEE Trustee or director | 1 | $0 |
| DOUGLAS W LYONS | TRUSTEE Trustee or director | 1 | $0 |
| DUNCAN A L MACLEAN | TRUSTEE Trustee or director | 1 | $0 |
| JESSICA PAINDIRIS | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER A PODURGIEL | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH RICHMOND | TRUSTEE Trustee or director | 1 | $0 |
| DAVID A ROGAN | TRUSTEE Trustee or director | 1 | $0 |
| MARC RUBENSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| MARY BUCKSBAUM SCANLAN | TRUSTEE Trustee or director | 1 | $0 |
| HARVEY J STRUTHERS JR | TRUSTEE Trustee or director | 1 | $0 |
| XIN TANG | TRUSTEE Trustee or director | 1 | $0 |
| MARTIN VULLIEZ | TRUSTEE Trustee or director | 1 | $0 |
| KENDRA N WALLACE | TRUSTEE Trustee or director | 1 | $0 |
| JAMES L WIDDOES | TRUSTEE Trustee or director | 1 | $0 |
| ARIEL WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHEILA CULBERT | HEAD OF SCHOOL Trustee or director, Officer | 40 | $1,272,322 | $480,212 |
| RICHARD ESPOSITO | CHIEF FINANCIAL OFFICER Officer | 40 | $338,018 | $93,744 |
| TIMOTHY STRUTHERS | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $214,619 | $95,310 |
| NATHAN FOLLANSBEE | DIRECTOR OF EXTERNAL AFFAIRS Officer | 40 | $252,915 | $22,460 |
| WEBSTER TRENCHARD | ASSOCIATE HEADMASTER Highest-paid employee | 40 | $183,989 | $76,425 |
| AMY THOMPSON | DEAN OF ENROLLMENT Highest-paid employee | 40 | $164,142 | $37,248 |
| LYNN PETRILLO | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $170,061 | $27,721 |
| JULIA KNIGHT | BUSINESS MANAGER Highest-paid employee | 40 | $172,346 | $18,901 |
| COURTNEY ACKEIFI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRUCE ALEXANDER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE BALLARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN BUSSEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAULINE CHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIK A CLIETTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRITT MARIE COLE-JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEITH O COWAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY L EDWARDS-SWEET | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRIDOLF A HANSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| M SCOTT HAVENS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN M KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| UNSOO KIM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL KORT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUGLAS W LYONS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DUNCAN A L MACLEAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESSICA PAINDIRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH RICHMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID A ROGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARC RUBENSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY BUCKSBAUM SCANLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARVEY J STRUTHERS JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| XIN TANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTIN VULLIEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KENDRA N WALLACE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES L WIDDOES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ARIEL WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- BATCHELDER RD, WINDSOR, CT 06095-0000
- In care of
- % CONN BANK & TRUST CO
- Principal officer (990 for 2024)
- JOANN REILLY SOJA, 4 BATCHELDER ROAD, WINDSOR, CT 06095
- Signed the 990
- RICHARD ESPOSITO, CHIEF FINANCIAL OFFICER
- Phone
- (860) 687-6000
- Website
- WWW.LOOMIS.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
EDUCATION OF HIGH SCHOOL (GRADES 9-12) STUDENTS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT.
Program accomplishments
- EDUCATION OF HIGH SCHOOL (GRADES 9-12) STUDENTS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT.Expenses $59,285,792 · grants $11,107,606 · revenue $51,936,772
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
- 06-0653119
- 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
- 1938
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $564,579,237
- Income (IRS master file)
- $112,545,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $80,498,468 | $75,526,676 | $564,579,237 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $137,874,508 | $72,756,034 | $540,597,730 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $80,711,283 | $71,783,780 | $456,124,203 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $70,302,251 | $65,623,750 | $428,670,853 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 06-0653119).
Questions about LOOMIS INSTITUTE
- What is the EIN of LOOMIS INSTITUTE?
- The employer identification number (EIN) of LOOMIS INSTITUTE is 06-0653119.
- Is LOOMIS INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to LOOMIS INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOOMIS INSTITUTE 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 LOOMIS INSTITUTE 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 LOOMIS INSTITUTE 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 LOOMIS INSTITUTE?
- The 990 for the year ended June 30, 2025 names JOANN REILLY SOJA.
- Who are the officers and directors of LOOMIS INSTITUTE?
- The 990 for the year ended June 30, 2025 lists 36 people; 9 received compensation from the organization, the highest $941,739 (SHEILA CULBERT, FORMER HEAD OF SCHOOL).
- How much revenue does LOOMIS INSTITUTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $80,498,468, expenses of $75,526,676 and total assets of $564,579,237 at year end.
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