Nonprofit · EIN 14-1413770
MILLBROOK SCHOOL
Tax-exempt · MILLBROOK, NY 12545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $45,431,665 | $34,868,086 | $10,563,579 | $184,084,211 | $33,787,839 | $150,296,372 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,504,769
- of which government grants
- $65,575
- Program service revenue
- $26,686,901
- Investment income
- $7,984,896
- Net rental income
- $29,691
- Net gain from sales of assets
- $2,286,592
- Net income from sales of inventory
- $47,999
- Other revenue
- $255,099
Expenses
- Grants and similar amounts paid
- $5,190,356
- Compensation of officers, directors and key employees
- $928,231
- Other salaries and wages
- $9,462,105
- Salaries, compensation and benefits (total)
- $14,814,219
- Professional fundraising fees
- $66,366
- Legal fees
- $3,149
- Accounting fees
- $72,747
- Occupancy
- $3,311,447
- Depreciation
- $3,680,401
- Program services (functional)
- $26,854,438
- Management and general (functional)
- $5,765,794
- Fundraising (functional)
- $2,247,854
Balance sheet and other
- Total assets, start of year
- $171,991,768
- Total assets, end of year
- $184,084,211
- Total liabilities, end of year
- $33,787,839
- Net assets, end of year
- $150,296,372
- Land, buildings and equipment
- $83,253,648
- Publicly traded securities
- $15,066,573
- Net assets without donor restrictions
- $104,215,516
- Net assets with donor restrictions
- $46,080,856
- Gross unrelated business income
- -$22,383
- Gross receipts
- $63,999,947
- Employees
- 208
- Volunteers
- 27
- Year formed
- 1932
- State of legal domicile
- NY
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 |
|---|---|---|---|---|
| JONATHAN DOWNS | HEAD OF SCHOOL Trustee or director, Officer | 40 | $468,758 | $132,673 |
| JEFFREY SMITH | CFO/COO Officer | 40 | $234,953 | $87,973 |
| NANCY STAHL | DIRECTOR OF PHILANTHROPY FOR TREVOR ZOO Highest-paid employee | 40 | $202,352 | $49,331 |
| MEGHAN GROVER | DIRECTOR OF ADMISSION Highest-paid employee | 40 | $119,004 | $91,243 |
| ALAN TOUSIGNANT | DIRECTOR OF THE TREVOR ZOO Highest-paid employee | 40 | $123,567 | $66,450 |
| JARRATT CLARKE | ASSISTANT HOS FOR ACADEMIC Highest-paid employee | 40 | $125,277 | $55,201 |
| NATALIE SMITH | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $168,400 | $10,338 |
| WILLIAM MENARD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| PAUL SOLOMON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| PETER R CHAPMAN | SECRETARY (UNTIL 05/25) Trustee or director, Officer | 1 | $0 | $0 |
| PAUL STAFFORD | SECRETARY (AS OF 05/25) Trustee or director, Officer | 1 | $0 | $0 |
| JOHN TUKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| J'NELLE N AGEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAMANTHA BOARDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCISCO L BORGES | TRUSTEE Trustee or director | 1 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS BUTTACAVOLLI | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN CLEMENT III | TRUSTEE (UNTIL 05/25) Trustee or director | 1 | $0 |
| KELLY MACALUSO COLES | TRUSTEE Trustee or director | 1 | $0 |
| TREVOR COLHOUN | TRUSTEE Trustee or director | 1 | $0 |
| MORGAN CONRAD | TRUSTEE Trustee or director | 1 | $0 |
| DARCIE CRYSTAL | TRUSTEE (AS OF 05/25) Trustee or director | 1 | $0 |
| CONSTANTINE DAKOLIAS | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN DILL | TRUSTEE (UNTIL 05/25) Trustee or director | 1 | $0 |
| PHILIP DRURY | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER HOLBROOK | TRUSTEE Trustee or director | 1 | $0 |
| THEODORE KARATZ | TRUSTEE Trustee or director | 1 | $0 |
| ALISON J MARSAL | TRUSTEE Trustee or director | 1 | $0 |
| GORDON PENNOYER | TRUSTEE Trustee or director | 1 | $0 |
| STEVE RODGERS | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN ROMICK | TRUSTEE (AS OF 01/25) Trustee or director | 1 | $0 |
| GILBERT P SCHAFER III | TRUSTEE Trustee or director | 1 | $0 |
| LISA SELZ | TRUSTEE Trustee or director | 1 | $0 |
| CHARLOTTE TRACY | TRUSTEE (UNTIL 05/25) Trustee or director | 1 | $0 |
| JAMES VITIELLO | TRUSTEE Trustee or director | 1 | $0 |
| PAUL SIMONS | TRUSTEE Trustee or director | 1 | $0 |
| CAROLINE A WAMSLER | TRUSTEE (UNTIL 05/25) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 131 MILLBROOK SCHOOL RD, MILLBROOK, NY 12545-4932
- Principal officer (990 for 2024)
- JONATHAN DOWNS, 131 MILLBROOK SCHOOL ROAD, MILLBROOK, NY 12545
- Signed the 990
- JEFFREY SMITH, CFO/COO
- Phone
- (845) 677-8261
- Return prepared by
- CLIFTONLARSONALLEN
Mission
IN A COMMUNITY WHERE EVERY STUDENT IS KNOWN AND NEEDED, MILLBROOK PREPARES ITS STUDENTS FOR COLLEGE AND LIVES OF MEANING AND CONSEQUENCE BY INSTILLING THE VALUES OF RESPECT, INTEGRITY, SERVICE, STEWARDSHIP, AND CURIOSITY.
Program accomplishments
- INDEPENDENT SECONDARY EDUCATION FOR APPROXIMATELY 330 BOARDING AND DAY STUDENTS.Expenses $26,854,438 · grants $5,190,356 · revenue $26,876,197
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
- 14-1413770
- 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
- 1933
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $184,084,211
- Income (IRS master file)
- $63,999,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $33,303,012 | $33,017,555 | $166,052,069 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $28,808,206 | $30,182,340 | $162,624,887 | 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MILLBROOK SCHOOL
- What is the EIN of MILLBROOK SCHOOL?
- The employer identification number (EIN) of MILLBROOK SCHOOL is 14-1413770.
- Is MILLBROOK SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1933.
- Are donations to MILLBROOK SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILLBROOK 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 MILLBROOK 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 MILLBROOK 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 MILLBROOK SCHOOL?
- The 990 for the year ended June 30, 2025 names JONATHAN DOWNS.
- Who are the officers and directors of MILLBROOK SCHOOL?
- The 990 for the year ended June 30, 2025 lists 36 people; 7 received compensation from the organization, the highest $468,758 (JONATHAN DOWNS, HEAD OF SCHOOL).
- How much revenue does MILLBROOK SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $45,431,665, expenses of $34,868,086 and total assets of $184,084,211 at year end.
Other nonprofits in MILLBROOK
- DUTCHESS DAY SCHOOL EIN 14-1414451 · last filed 990 for 2025
- CARDINAL HAYES SCHOOL FOR SPECIAL CHILDREN EIN 22-2511306 · last filed 990 for 2025
- MILLBROOK LIBRARY EIN 14-1434152 · last filed 990 for 2025
- MILLBROOK LIBRARY TRUST EIN 13-6078769 · last filed 990 for 2025
- MILLBROOK CENTRAL SCHOOL DISTRICT EDUCATIONAL FOUNDATION INC EIN 01-0563945 · last filed 990-EZ for 2025
- WORLD TASTE AND SMELL DAY ASSOCIATION INC EIN 88-1902767 · last filed 990-EZ for 2025
- MILLBROOK SPORTS BOOSTERS INC EIN 20-4492651 · last filed 990-EZ for 2025
- REALITYOFBEING ORG LTD EIN 33-1765060 · last filed 990-N for 2025