Nonprofit · EIN 04-2103562
DANA HALL SCHOOLS
Tax-exempt · WELLESLEY, MA 02482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $40,943,815 | $39,400,764 | $1,543,051 | $208,301,704 | $43,833,608 | $164,468,096 |
| June 30, 2024 | 990 | $46,636,117 | $36,938,851 | $9,697,266 | $194,433,534 | $39,406,713 | $155,026,821 |
| June 30, 2023 | 990 | $45,595,997 | $34,723,469 | $10,872,528 | $176,060,162 | $38,729,536 | $137,330,626 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,689,984
- Program service revenue
- $32,000,130
- Investment income
- $4,253,701
- Net gain from sales of assets
- $850,874
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $6,308,336
- Compensation of officers, directors and key employees
- $812,928
- Other salaries and wages
- $14,672,137
- Salaries, compensation and benefits (total)
- $19,032,147
- Professional fundraising fees
- $38,467
- Legal fees
- $275,281
- Accounting fees
- $60,407
- Occupancy
- $1,168,930
- Travel
- $83,195
- Depreciation
- $4,657,343
- Program services (functional)
- $31,560,796
- Management and general (functional)
- $5,705,653
- Fundraising (functional)
- $2,134,315
Balance sheet and other
- Total assets, start of year
- $194,433,534
- Total assets, end of year
- $208,301,704
- Total liabilities, end of year
- $43,833,608
- Net assets, end of year
- $164,468,096
- Land, buildings and equipment
- $66,070,088
- Publicly traded securities
- $112,375,075
- Net assets without donor restrictions
- $70,752,316
- Net assets with donor restrictions
- $93,715,780
- Gross receipts
- $55,557,737
- Employees
- 368
- Volunteers
- 0
- Year formed
- 1938
- State of legal domicile
- MA
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 |
|---|---|---|---|---|
| KATHERINE BRADLEY | HEAD OF SCHOOL Trustee or director, Officer | 60 | $454,661 | $143,910 |
| CHARLIE BRESLIN | CHIEF OPERATING/FINANCIAL OFFICER Officer | 50 | $255,555 | $21,107 |
| CHRISTINA BASKETT | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 50 | $204,218 | $66,716 |
| ROB MATHER | ASSOCIATE HEAD OF SCHOOL Highest-paid employee | 50 | $164,757 | $102,572 |
| AMY KUMPEL | DIRECTOR OF UPPER SCHOOL Highest-paid employee | 50 | $141,664 | $83,088 |
| ANGELA BROWN | ASST HEAD OF ADMISSION & STRATEGY Highest-paid employee | 50 | $152,581 | $62,973 |
| ELIZABETH RIGBY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 50 | $147,067 | $28,298 |
| COURTNEY CARUSO | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| WILLIAM MARTH | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SANDY NILES | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LEE FERGUSON FRECHETTE | PRESIDENT OF THE CORPORATION Trustee or director, Officer | 5 | $0 | $0 |
| KRISTIN O'DONNELL BEDARD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROSE HAFERD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ADRIENNE BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHRISTINE BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK SUTPHIN | TRUSTEE Trustee or director | 5 | $0 |
| GRETCHEN COOK-ANDERSON | TRUSTEE Trustee or director | 5 | $0 |
| KELLYANNE DIGNAN | TRUSTEE Trustee or director | 5 | $0 |
| AZIZ HAMZAOGULLARI | TRUSTEE Trustee or director | 5 | $0 |
| SARAH TAUER | TRUSTEE Trustee or director | 5 | $0 |
| MARLOUS LAGARDE | SECRETARY Trustee or director, Officer | 5 | $0 |
| YIN WAH CHLOE SUEN | TRUSTEE Trustee or director | 5 | $0 |
| JENNIFER VISCO | TRUSTEE Trustee or director | 5 | $0 |
| ARIANN WILLIAMS | TRUSTEE Trustee or director | 5 | $0 |
| GUIDA MATTISON | TRUSTEE Trustee or director | 5 | $0 |
| STACEY HARRIS | TRUSTEE Trustee or director | 5 | $0 |
| AMANDA COYLE FITZGERALD | TRUSTEE Trustee or director | 5 | $0 |
| JACOB CONCA | TRUSTEE Trustee or director | 5 | $0 |
| HEIDI HARRIS VANNI | TRUSTEE Trustee or director | 5 | $0 |
| JEFF TESCHKE | TRUSTEE Trustee or director | 5 | $0 |
| JEFF WOLK | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHERINE BRADLEY | HEAD OF SCHOOL Trustee or director, Officer | 60 | $434,616 | $148,493 |
| ROB MATHER | ASSOCIATE HEAD OF SCHOOL Highest-paid employee | 50 | $146,021 | $128,762 |
| CHRISTINA BASKETT | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 50 | $197,859 | $65,885 |
| CHARLIE BRESLIN | CHIEF OPERATING/FINANCIAL OFFICER Officer | 50 | $239,577 | $19,729 |
| AMY KUMPEL | DIRECTOR OF UPPER SCHOOL Highest-paid employee | 50 | $138,555 | $68,760 |
| ANGELA BROWN | ASSISTANT HEAD OF ADMISSION & STRATEGIC INITIATIVE Highest-paid employee | 50 | $143,446 | $61,869 |
| LAUREN GOLDBERG | DIRECTOR OF MIDDLE SCHOOL Highest-paid employee | 50 | $136,695 | $20,855 |
| COURTNEY CARUSO | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| WILLIAM MARTH | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SANDY NILES | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LEE FERGUSON FRECHETTE | PRESIDENT OF THE CORPORATION Trustee or director, Officer | 5 | $0 | $0 |
| KRISTIN O'DONNELL BEDARD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CAREY BLOOMFIELD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ADRIENNE BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHRISTINE BROWN | CHAIR, PARENTS' ASSOCIATION Trustee or director | 5 | $0 | $0 |
| SANDRA LOPEZ BURKE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| GRETCHEN COOK-ANDERSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KELLYANNE DIGNAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| AZIZ HAMZAOGULLARI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LYNN HARWELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARLOUS LAGARDE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| YIN WAH CHLOE SUEN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JENNIFER VISCO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ARIANN WILLIAMS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| GUIDA MATTISON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| STACEY HARRIS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| AMANDA COYLE FITZGERALD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JACOB CONCA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HEIDI HARRIS VANNI | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHERINE BRADLEY | HEAD OF SCHOOL Trustee or director, Officer | 60 | $404,146 | $136,356 |
| ROB MATHER | ASSOCIATE HEAD OF SCHOOL Highest-paid employee | 50 | $134,539 | $122,069 |
| CHRISTINA BASKETT | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 50 | $171,982 | $68,888 |
| CHARLIE BRESLIN | CHIEF OPERATING/FINANCIAL OFFICER Officer | 50 | $219,622 | $18,279 |
| ANGELA BROWN | ASSISTANT HEAD OF ADMISSION & STRATEGIC INITIATIVE Highest-paid employee | 50 | $132,449 | $61,003 |
| FRED CLAYTON | DIRECTOR OF TECHNOLOGY Highest-paid employee | 50 | $123,237 | $46,091 |
| LAUREN GOLDBERG | DIRECTOR OF MIDDLE SCHOOL Highest-paid employee | 50 | $130,382 | $20,338 |
| COURTNEY CARUSO | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BILL MARTH | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| BILL TAYLOR | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| SANDY NILES | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LEE FERGUSON FRECHETTE | PRESIDENT OF THE CORPORATION/ALUMNI COUNCIL Trustee or director, Officer | 5 | $0 | $0 |
| KRISTIN O'DONNELL BEDARD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CAREY BLOOMFIELD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ADRIENNE BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHRISTINE BROWN | CHAIR, PARENTS' ASSOCIATION Trustee or director | 5 | $0 | $0 |
| SANDRA LOPEZ BURKE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| GRETCHEN COOK-ANDERSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KELLYANNE DIGNAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BILL FOLEY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| AZIZ HAMZAOGULLARI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LYNN HARWELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BLAIR HENDRIX | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARLOUS LAGARDE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BILL MAFFIE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MANON PALANDJIAN FREESE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MICHAEL ROBINSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| YIN WAH CHLOE SUEN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HEIDI HARRIS VANNI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JENNIFER VISCO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ARIANN WILLIAMS | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9010, WELLESLEY, MA 02482-9010
- Principal officer (990 for 2024)
- KATHERINE BRADLEY, 45 DANA ROAD PO BOX 9010, WELLESLEY, MA 024829010
- Signed the 990
- CHARLIE BRESLIN, COO/CFO
- Phone
- (781) 235-3010
- Website
- WWW.DANAHALL.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
DANA HALL IS AN INDEPENDENT BOARDING AND DAY SCHOOL FOR GIRLS IN GRADES FIVE THROUGH TWELVE.
Program accomplishments
- DANA HALL SCHOOL IS AN INDEPENDENT BOARDING AND DAY SCHOOL, PROVIDING EDUCATION TO APPROXIMATELY 460 STUDENTS IN GRADES FIVE THROUGH TWELVE. DANA HALL IS COMMITTED TO FOSTERING EXCELLENCE IN ACADEMICS, THE ARTS, AND ATHLETICS WITHIN A VIBRANT, CARING AND INCLUSIVE COMMUNITY. WITH EMPHASIS ON INTEGRITY, LEADERSHIP, DIVERSITY, AND SERVICE AS WELL AS ON RESPECT FOR SELF AND OTHERS, DANA HALL PROVIDES ITS STUDENTS WITH A UNIQUE OPPORTUNITY TO PREPARE THEMSELVES FOR THE CHALLENGES AND CHOICES THEY WILL FACE AS WOMEN AND CITIZENS OF THE WORLD.Expenses $31,560,796 · grants $6,308,336 · revenue $32,000,130
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
- 04-2103562
- 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
- 1939
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $208,301,704
- Income (IRS master file)
- $55,557,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $40,943,815 | $39,400,764 | $208,301,704 | XML |
| 990 | June 2024 | $46,636,117 | $36,938,851 | $194,433,534 | XML |
| 990 | June 2023 | $45,595,997 | $34,723,469 | $176,060,162 | XML |
| 990 | June 2022 | $46,296,762 | $32,656,010 | $147,617,920 | IRS |
| 990 | 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 04-2103562).
Questions about DANA HALL SCHOOLS
- What is the EIN of DANA HALL SCHOOLS?
- The employer identification number (EIN) of DANA HALL SCHOOLS is 04-2103562.
- Is DANA HALL SCHOOLS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to DANA HALL SCHOOLS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DANA HALL SCHOOLS 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 DANA HALL SCHOOLS 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 DANA HALL SCHOOLS 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 DANA HALL SCHOOLS?
- The 990 for the year ended June 30, 2025 names KATHERINE BRADLEY.
- Who are the officers and directors of DANA HALL SCHOOLS?
- The 990 for the year ended June 30, 2025 lists 31 people; 7 received compensation from the organization, the highest $454,661 (KATHERINE BRADLEY, HEAD OF SCHOOL).
- How much revenue does DANA HALL SCHOOLS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $40,943,815, expenses of $39,400,764 and total assets of $208,301,704 at year end.
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