CHOATE ROSEMARY HALL FOUNDATION INCORPORATED Charity Report

Public IRS 990 nonprofit record

CHOATE ROSEMARY HALL FOUNDATION INCORPORATED

EIN 06-0910420 · Education (B250)

What they do

to PROVIDE A QUALITY SECONDARY INDEPENDENT SCHOOL EDUCATION to APPROXIMATELY 850 STUDENTS PER YEAR.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.30 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 leaders27 people are listed in the latest report.

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

Money made simple

91.40%of revenue went to mission work86.3% of expenses · Program services

5.62%of revenue went to fundraising5.3% of expenses

$105.91spent for every $100 of revenueSpending was higher than revenue this year.

8.89%of revenue went to management and office costs8.4% of expenses

$8.80in assets for every $1 spent this yearSome assets cannot be spent right away.

31.4%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 $5,873,283 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $1,078,000 for ALEXANDER D CURTIS (HEAD OF SCHOOL). 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$99,339,717

Mission workProgram services$90,799,37391.40% of revenue86.3% of expenses

ManagementOffice and general costs$8,828,2858.89% of revenue8.4% of expenses

FundraisingAsking for donations$5,585,3425.62% of revenue5.3% of expenses

Total expenses$105,213,000105.91% 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: 86.3% mission · 8.4% management · 5.3% fundraisingTotal expenses: 105.91% of revenue

2023Expense mix: 86.1% mission · 8.7% management · 5.2% fundraisingTotal expenses: 95.02% of revenue

2022Expense mix: 87.6% mission · 7.7% management · 4.8% fundraisingTotal expenses: 104.96% of revenue

2021Expense mix: 87.8% mission · 7.3% management · 4.9% fundraisingTotal expenses: 85.35% of revenue

2020Expense mix: 83.5% mission · 10.7% management · 5.8% fundraisingTotal expenses: 103.95% of revenue

2019Expense mix: 81.1% mission · 14.6% management · 4.4% fundraisingTotal expenses: 85.14% of revenue

2018Expense mix: 79.0% mission · 16.6% management · 4.4% fundraisingTotal expenses: 80.63% of revenue

2017Expense mix: 79.4% mission · 16.5% management · 4.0% fundraisingTotal expenses: 86.95% of revenue

Money in and money out

Revenue$99,339,717

Expenses$105,213,000

Annual shortfall $5,873,283 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)$90,799,373 · 86.3% of expenses

Management and office costs$8,828,285 · 8.4% of expenses

Fundraising$5,585,342 · 5.3% of expenses

See all reported dollar amounts

Revenue$99,339,717

Expenses$105,213,000

Assets$925,940,039

Income$158,706,727

Contributions$31,207,355

Mission work (program services)$90,799,373

Fundraising$5,585,342

Management and general$8,828,285

Executive compensation (total)$1,677,047

Stocks and bonds$61,550,981

Accounting fees$89,838

Investing fees$2,470,729

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

ALEXANDER D CURTISHEAD OF SCHOOL · 60 hrs/week $1,078,000Base $851,161 · Other $226,839

PATRICK T DURBINCHIEF FINANCIAL OFFICER · 60 hrs/week $452,211Base $343,794 · Other $108,417

ANNE BERGENCHIEF DEVELOPMENT OFFICER · 60 hrs/week $417,130Base $339,573 · Other $77,557

JENNIFER ELLIOTTHEAD OF STUDENT AND ACADEM · 60 hrs/week $395,235Base $294,693 · Other $100,542

HEATHER CORDESDIRECTOR OF ANNUAL GIVING · 40 hrs/week $270,266Base $227,959 · Other $42,307

KATHRYN LEVESQUEDEAN OF FACULTY · 60 hrs/week $263,322Base $206,072 · Other $57,250

JEFFREY BEATONCHIEF ENROLLMENT OFFICER · 60 hrs/week $257,924Base $188,303 · Other $69,621

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 (27)

ALEXANDER D CURTISHEAD OF SCHOOL

PATRICK T DURBINCHIEF FINANCIAL OFFICER

ANNE BERGENCHIEF DEVELOPMENT OFFICER

JENNIFER ELLIOTTHEAD OF STUDENT AND ACADEM

HEATHER CORDESDIRECTOR OF ANNUAL GIVING

KATHRYN LEVESQUEDEAN OF FACULTY

JEFFREY BEATONCHIEF ENROLLMENT OFFICER

YAHONNES S CLEARYTRUSTEE

TAKASHI MURATATRUSTEE

SETH J BRUFSKYTRUSTEE

PATIENCE P MCDOWELLTRUSTEE

MARC E BROWNTRUSTEE

M ANNE SAADAHTRUSTEE

KIRSTEN M GARLINGHOUSETRUSTEE

KENNETH G BARTELSTRUSTEE

KELLY GREEN KAHNTRUSTEE

KATHERINE B FORRESTTRUSTEE

JUNGWOOK RYAN HONGTRUSTEE

JULIAN C SALISBURYTRUSTEE

GUNTHER S HAMMTRUSTEE

GEORGE F PYNE IVTRUSTEE

ELIZABETH M FERREIRATRUSTEE

ELIZABETH A HOGANTRUSTEE

DAVID FRAZETRUSTEE

DANYA ALSAADYTRUSTEE

DANIEL G KELLY JRTRUSTEE

CHRISTIAN B MCGRATHTRUSTEE

About this charity

Recognized since: January 1975
Location: 333 CHRISTIAN ST, WALLINGFORD, CT 06492-3818
County: New Haven
In care of: PATRICK DURBIN
Primary officer: PATRICK DURBIN, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(203) 697-2676

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Education (B250)
IRS tax category: Elementary and Secondary Schools