ST MARKS SCHOOL OF SOUTHBOROUGH INC Charity Report

Public IRS 990 nonprofit record

ST MARKS SCHOOL OF SOUTHBOROUGH INC

EIN 04-2103623 · Education (B250)

What they do

REFER to SCHEDULE OST. MARKS SCHOOL EDUCATES YOUNG PEOPLE for LIVES of LEADERSHIP and SERVICE. FOUNDED IN 1865 AS AN INTENTIONALLY SMALL RESIDENTIAL COMMUNITY, THE SCHOOL CHALLENGES ITS STUDENTS to DEVELOP THEIR PARTICULAR ANALYTIC and CREATIVE CAPABILITIES BY BOTH INSPIRING THEIR ACADEMIC and SPIRITUAL CURIOSITY and KINDLING THEIR PASSION for DISCOVERY. WE VALUE COOPERATION OVER SELF-INTEREST, and WE ENCOURAGE EACH PERSON to EXPLORE HIS or HER PLACE IN THE LARGER WORLD BEYOND OUR CAMPUS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders34 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

97.87%of revenue went to mission work75.7% of expenses · Program services

8.61%of revenue went to fundraising6.7% of expenses

$129.26spent for every $100 of revenueSpending was higher than revenue this year.

22.78%of revenue went to management and office costs17.6% of expenses

$5.50in assets for every $1 spent this yearSome assets cannot be spent right away.

12.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $10,827,836 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $912,933 for JOHN WARREN (FORMER HEAD OF SCHOOL (6/30/24)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$37,003,497

Mission workProgram services$36,216,09197.87% of revenue75.7% of expenses

ManagementOffice and general costs$8,431,06822.78% of revenue17.6% of expenses

FundraisingAsking for donations$3,184,1748.61% of revenue6.7% of expenses

Total expenses$47,831,333129.26% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.7% mission · 17.6% management · 6.7% fundraisingTotal expenses: 129.26% of revenue

2023Expense mix: 74.7% mission · 17.9% management · 7.4% fundraisingTotal expenses: 146.60% of revenue

2022Expense mix: 73.2% mission · 18.3% management · 8.6% fundraisingTotal expenses: 106.80% of revenue

2021Expense mix: 74.6% mission · 18.3% management · 7.2% fundraisingTotal expenses: 125.02% of revenue

2020Expense mix: 76.0% mission · 17.4% management · 6.6% fundraisingTotal expenses: 143.97% of revenue

2019Expense mix: 74.4% mission · 17.7% management · 7.8% fundraisingTotal expenses: 91.42% of revenue

2018Expense mix: 72.7% mission · 18.0% management · 9.3% fundraisingTotal expenses: 114.20% of revenue

2017Expense mix: 79.6% mission · 14.4% management · 6.0% fundraisingTotal expenses: 104.23% of revenue

Money in and money out

Revenue$37,003,497

Expenses$47,831,333

Annual shortfall $10,827,836 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$36,216,091 · 75.7% of expenses

Management and office costs$8,431,068 · 17.6% of expenses

Fundraising$3,184,174 · 6.7% of expenses

See all reported dollar amounts

Revenue$37,003,497

Expenses$47,831,333

Assets$263,293,161

Income$37,308,889

Contributions$4,784,972

Mission work (program services)$36,216,091

Fundraising$3,184,174

Management and general$8,431,068

Stocks and bonds$6,737,849

Accounting fees$120,455

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOHN WARRENFORMER HEAD OF SCHOOL (6/30/24) · 40 hrs/week $912,933Base $883,786 · Other $29,147

ROBERT KUKLEWICZFORMER CFO (3/7/25) · 40 hrs/week $388,356Base $323,122 · Other $65,234

BEATRIX SANDERSCHIEF ADVANCEMENT OFFICER · 40 hrs/week $367,846Base $304,243 · Other $63,603

DR IVORY HILLSHEAD OF SCHOOL · 40 hrs/week $261,605Base $244,682 · Other $16,923

STEPHANIE KATZDIRECTOR OF MAJOR & PRINCIPAL GIFTS · 40 hrs/week $238,827Base $183,261 · Other $55,566

CALEB COCHRANDIRECTOR OF COMMUNICATIONS Q · 40 hrs/week $169,444Base $153,557 · Other $15,887

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (34)

JOHN WARRENFORMER HEAD OF SCHOOL (6/30/24)

ROBERT KUKLEWICZFORMER CFO (3/7/25)

BEATRIX SANDERSCHIEF ADVANCEMENT OFFICER

DR IVORY HILLSHEAD OF SCHOOL

STEPHANIE KATZDIRECTOR OF MAJOR & PRINCIPAL GIFTS

CALEB COCHRANDIRECTOR OF COMMUNICATIONS Q

R WILLLIAM BURGESSTRUSTEE

XIN JANE HETRUSTEE

REVEREND CANNON PRESTON HANNIBALTRUSTEE

REVEREND PATRICIA PHANEUF ALEXANDERTRUSTEE, CLERK

RUEBEN RICHARDSTRUSTEE

RUSSELL PYNETRUSTEE

SUNG SHIK SONNY CHOTRUSTEE

TARAH BREEDTRUSTEE

THOMAS DAVISTRUSTEE

VANESSA RYANTRUSTEE

VICTOR LOPEZ-BALBOATRUSTEE

WALTER CLAIRTRUSTEE

ALDEL BROWNTRUSTEE

PAUL SCHLAACKTRUSTEE

PATRICIA BRANCHTRUSTEE

NICHOLAS EVERETTTRUSTEE

MICHELLE DAVISTRUSTEE

MICHAEL MOOREPRESIDENT

MARK F VASSALLOTREASURER

MACKIN PULSIFERTRUSTEE

JULI HODITRUSTEE

JIE JACK LINGTRUSTEE

JAMES BARTLETTTRUSTEE

GELENE BROWNTRUSTEE

FRANCISCO LOPEZ-BALBOATRUSTEE

F STEPHEN HODITRUSTEE

ELIZABETH SANTINITRUSTEE

ELAINE HARVEYTRUSTEE

About this charity

Recognized since: January 1932
Location: 25 MARLBOROUGH RD PO BOX 9105, SOUTHBOROUGH, MA 01772-1207
County: Worcester
In care of: % JACK CLEMENS
Primary officer: ELIZABETH DIONNE, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Emailinfo@stmarksschool.org Phone(508) 786-6000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: PLANTE & MORAN PLLC
NTEE classification: Education (B250)