Nonprofit · EIN 04-2103623
ST MARKS SCHOOL OF SOUTHBOROUGH INC
Tax-exempt · SOUTHBOROUGH, MA 01772
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $37,003,497 | $47,831,333 | -$10,827,836 | $263,293,161 | $66,587,845 | $196,705,316 |
| June 30, 2024 | 990 | $30,626,300 | $44,897,354 | -$14,271,054 | $255,951,565 | $61,030,788 | $194,920,777 |
| June 30, 2023 | 990 | $40,261,322 | $42,998,204 | -$2,736,882 | $253,209,709 | $62,106,289 | $191,103,420 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,784,972
- Program service revenue
- $27,190,392
- Investment income
- $3,169,069
- Net gain from sales of assets
- $2,498,040
- Net income from sales of inventory
- $72,378
- Other revenue
- $1,859,064
Expenses
- Grants and similar amounts paid
- $6,788,207
- Compensation of officers, directors and key employees
- $489,084
- Other salaries and wages
- $15,790,397
- Salaries, compensation and benefits (total)
- $21,778,623
- Professional fundraising fees
- $0
- Legal fees
- $37,445
- Accounting fees
- $120,455
- Occupancy
- $2,157,565
- Travel
- $370,542
- Depreciation
- $6,514,812
- Program services (functional)
- $36,216,091
- Management and general (functional)
- $8,431,068
- Fundraising (functional)
- $3,184,174
Balance sheet and other
- Total assets, start of year
- $255,951,565
- Total assets, end of year
- $263,293,161
- Total liabilities, end of year
- $66,587,845
- Net assets, end of year
- $196,705,316
- Land, buildings and equipment
- $75,563,956
- Publicly traded securities
- $6,737,849
- Net assets without donor restrictions
- $39,519,809
- Net assets with donor restrictions
- $157,185,507
- Gross unrelated business income
- $168,270
- Gross receipts
- $37,308,889
- Employees
- 327
- Volunteers
- 11
- Year formed
- 1865
- 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 |
|---|---|---|---|---|
| JOHN WARREN | FORMER HEAD OF SCHOOL (6/30/24) Former | 40 | $883,786 | $29,147 |
| ROBERT KUKLEWICZ | FORMER CFO (3/7/25) Highest-paid employee | 40 | $323,122 | $65,234 |
| BEATRIX SANDERS | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $304,243 | $63,603 |
| DR IVORY HILLS | HEAD OF SCHOOL Trustee or director | 40 | $244,682 | $16,923 |
| STEPHANIE KATZ | DIRECTOR OF MAJOR & PRINCIPAL GIFTS Highest-paid employee | 40 | $183,261 | $55,566 |
| CALEB COCHRAN | DIRECTOR OF COMMUNICATIONS Q Highest-paid employee | 40 | $153,557 | $15,887 |
| MICHAEL MOORE | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| MARK F VASSALLO | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| REVEREND PATRICIA PHANEUF ALEXANDER | TRUSTEE, CLERK Trustee or director | 4 | $0 | $0 |
| JAMES BARTLETT | TRUSTEE Trustee or director | 4 | $0 | $0 |
| PATRICIA BRANCH | TRUSTEE Trustee or director | 4 | $0 | $0 |
| TARAH BREED | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ALDEL BROWN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| GELENE BROWN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| R WILLLIAM BURGESS | TRUSTEE Trustee or director | 4 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUNG SHIK SONNY CHO | TRUSTEE Trustee or director | 4 | $0 |
| WALTER CLAIR | TRUSTEE Trustee or director | 4 | $0 |
| MICHELLE DAVIS | TRUSTEE Trustee or director | 4 | $0 |
| THOMAS DAVIS | TRUSTEE Trustee or director | 4 | $0 |
| NICHOLAS EVERETT | TRUSTEE Trustee or director | 4 | $0 |
| REVEREND CANNON PRESTON HANNIBAL | TRUSTEE Trustee or director | 4 | $0 |
| ELAINE HARVEY | TRUSTEE Trustee or director | 4 | $0 |
| XIN JANE HE | TRUSTEE Trustee or director | 4 | $0 |
| F STEPHEN HODI | TRUSTEE Trustee or director | 4 | $0 |
| JIE JACK LING | TRUSTEE Trustee or director | 4 | $0 |
| FRANCISCO LOPEZ-BALBOA | TRUSTEE Trustee or director | 4 | $0 |
| VICTOR LOPEZ-BALBOA | TRUSTEE Trustee or director | 4 | $0 |
| RUSSELL PYNE | TRUSTEE Trustee or director | 4 | $0 |
| MACKIN PULSIFER | TRUSTEE Trustee or director | 4 | $0 |
| RUEBEN RICHARDS | TRUSTEE Trustee or director | 4 | $0 |
| VANESSA RYAN | TRUSTEE Trustee or director | 4 | $0 |
| ELIZABETH SANTINI | TRUSTEE Trustee or director | 4 | $0 |
| PAUL SCHLAACK | TRUSTEE Trustee or director | 4 | $0 |
| JULI HODI | TRUSTEE Trustee or director | 4 | $0 |
990 for the year ended June 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN C WARREN | HEAD OF SCHOOL Key employee | 40 | $420,736 | $16,786 |
| BEATRIX SANDERS | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $297,336 | $25,298 |
| ROBERT M KUKLEWICZ | CHIEF FINANCIAL & OPERATIONS OFFICER Highest-paid employee | 40 | $292,756 | $25,298 |
| KENNETH GRIFFIN | CHIEF TECHNOLOGY OFFICER Highest-paid employee | 40 | $183,958 | $25,298 |
| STEPHANIE KATZ | DIRECTOR OF MAJOR GIFTS Highest-paid employee | 40 | $178,708 | $25,298 |
| ANNE BEHNKE | DIRECTOR OF ADMISSION Highest-paid employee | 40 | $159,269 | $10,112 |
| R WILLIAM BURGESS JR | TRUSTEE Trustee or director | 4 | $0 | $0 |
| FRANCISCO J LOPEZ-BALBOA | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MARK BECHARD | TRUSTEE Trustee or director | 4 | $0 | $0 |
| SONNY CHO | TRUSTEE Trustee or director | 4 | $0 | $0 |
| PATRICIA ALEXANDER | TRUSTEE, CLERK Trustee or director | 4 | $0 | $0 |
| JAMES BARTLETT | TRUSTEE Trustee or director | 4 | $0 | $0 |
| TARAH BREED | TRUSTEE Trustee or director | 4 | $0 | $0 |
| KRISHNA IKA | TRUSTEE Trustee or director | 4 | $0 | $0 |
| REVEREND PRESTON B HANNIBAL | TRUSTEE Trustee or director | 4 | $0 | $0 |
| LAUREN SABET | TRUSTEE Trustee or director | 4 | $0 | $0 |
| RUSSELL B PYNE | TRUSTEE Trustee or director | 4 | $0 | $0 |
| SARAH BENNISON MACHIELS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| JACK LING | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MICHAEL MOORE | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| REUBEN RICHARDS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MACKIN PULSIFER | TRUSTEE Trustee or director | 4 | $0 | $0 |
| VANESSA RYAN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ELIZABETH SANTINI | TRUSTEE Trustee or director | 4 | $0 | $0 |
| NICK EVERETT | TRUSTEE Trustee or director | 4 | $0 | $0 |
| PATRICIA BRANCH | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MARISSA RANDAZZO | TRUSTEE Trustee or director | 4 | $0 | $0 |
| RON SARGENT | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MARK VASSALLO | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| WALTER CLAIR | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MICHELLE DAVIS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| TOM DAVIS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ELAINE C HARVEY | TRUSTEE Trustee or director | 4 | $0 | $0 |
| JANE HE | TRUSTEE Trustee or director | 4 | $0 | $0 |
| VICTOR LOPEZ-BALBOA | TRUSTEE Trustee or director | 4 | $0 | $0 |
| GELENE M BROWN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ROBERT RANDAZZO | TRUSTEE Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 42 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN C WARREN | HEAD OF SCHOOL Key employee | 40 | $401,545 | $34,661 |
| ROBERT M KUKLEWICZ | CHIEF FINANCIAL AND OP Highest-paid employee | 40 | $280,589 | $29,236 |
| KENNETH GRIFFIN | CHIEF TECHNOLOGY OFFICER Highest-paid employee | 40 | $174,665 | $21,845 |
| STEPHANIE KATZ | DIRECTOR OF MAJOR & PRINCIPAL GIFTS Highest-paid employee | 40 | $175,761 | $20,608 |
| ANNE BEHNKE | DIRECTOR OF ADMISSION Highest-paid employee | 40 | $148,443 | $18,887 |
| BEATRIX SANDERS | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $143,373 | $93 |
| R WILLIAM BURGESS JR | TRUSTEE Trustee or director | 4 | $0 | $0 |
| FRANCISCO J LOPEZ-BALBOA | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| MARK BECHARD | TRUSTEE Trustee or director | 4 | $0 | $0 |
| BIJAN SABET | TRUSTEE Trustee or director | 4 | $0 | $0 |
| PATRICIA ALEXANDER | TRUSTEE, CLERK Trustee or director | 4 | $0 | $0 |
| JAMES BARTLETT | TRUSTEE Trustee or director | 4 | $0 | $0 |
| TARAH BREED | TRUSTEE Trustee or director | 4 | $0 | $0 |
| CHARLES EWALD | TRUSTEE Trustee or director | 4 | $0 | $0 |
| REVEREND PRESTON B HANNIBAL | TRUSTEE Trustee or director | 4 | $0 | $0 |
| PETER C HEARN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| LAUREN SABET | TRUSTEE Trustee or director | 4 | $0 | $0 |
| RUSSELL B PYNE | TRUSTEE Trustee or director | 4 | $0 | $0 |
| SARAH BENNISON MACHIELS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| JEE LING | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MICHAEL MOORE | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| REUBEN RICHARDS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MACKIN PULSIFER | TRUSTEE Trustee or director | 4 | $0 | $0 |
| VANESSA RYAN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ELIZABETH SANTINI | TRUSTEE Trustee or director | 4 | $0 | $0 |
| NICK EVERETT | TRUSTEE Trustee or director | 4 | $0 | $0 |
| PATRICIA BRANCH | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MARISSA RANDAZZO | TRUSTEE Trustee or director | 4 | $0 | $0 |
| RON SARGENT | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MARK VASSALLO | TRUSTEE Trustee or director | 4 | $0 | $0 |
| CHARLES LOWERY | TRUSTEE Trustee or director | 4 | $0 | $0 |
| WALTER CLAIR | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MICHELLE DAVIS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| TOM DAVIS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| JASON KRANTZ | TRUSTEE Trustee or director | 4 | $0 | $0 |
| STEPHEN LEE | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ELAINE C HARVEY | TRUSTEE Trustee or director | 4 | $0 | $0 |
| XIN HE | TRUSTEE Trustee or director | 4 | $0 | $0 |
| XIANG HE | TRUSTEE Trustee or director | 4 | $0 | $0 |
| VICTOR LOPEZ-BALBOA | TRUSTEE Trustee or director | 4 | $0 | $0 |
| GELENE M BROWN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ROBERT RANDAZZO | TRUSTEE Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 25 MARLBOROUGH RD PO BOX 9105, SOUTHBOROUGH, MA 01772-1207
- In care of
- % JACK CLEMENS
- Principal officer (990 for 2024)
- ELIZABETH DIONNE, 25 MARLBORO ROAD, SOUTHBOROUGH, MA 01772
- Signed the 990
- ELIZABETH DIONNE, CHIEF FINANCIAL OFFICER
- Phone
- (508) 786-6000
- Website
- WWW.STMARKSSCHOOL.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
REFER TO SCHEDULE O, PAGE 73
Program accomplishments
- ST. MARK'S SCHOOL OF SOUTHBOROUGH, INC. WAS FOUNDED IN 1865 AND PROVIDES CO-EDUCATIONAL SECONDARY LEVEL EDUCATION TO APPROXIMATELY 375 RESIDENTIAL AND DAY STUDENTS.Expenses $36,216,091 · grants $6,788,207 · revenue $26,645,892
- AUXILIARY AND OTHER INCOMErevenue $1,618,429
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
- 04-2103623
- 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
- 1932
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $263,293,161
- Income (IRS master file)
- $37,308,889
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $37,003,497 | $47,831,333 | $263,293,161 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $30,626,300 | $44,897,354 | $255,951,565 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $40,261,322 | $42,998,204 | $253,209,709 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $31,914,051 | $39,899,309 | $236,787,459 | 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 04-2103623).
Questions about ST MARKS SCHOOL OF SOUTHBOROUGH INC
- What is the EIN of ST MARKS SCHOOL OF SOUTHBOROUGH INC?
- The employer identification number (EIN) of ST MARKS SCHOOL OF SOUTHBOROUGH INC is 04-2103623.
- Is ST MARKS SCHOOL OF SOUTHBOROUGH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1932.
- Are donations to ST MARKS SCHOOL OF SOUTHBOROUGH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MARKS SCHOOL OF SOUTHBOROUGH INC 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 ST MARKS SCHOOL OF SOUTHBOROUGH INC 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 ST MARKS SCHOOL OF SOUTHBOROUGH INC 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 ST MARKS SCHOOL OF SOUTHBOROUGH INC?
- The 990 for the year ended June 30, 2025 names ELIZABETH DIONNE.
- Who are the officers and directors of ST MARKS SCHOOL OF SOUTHBOROUGH INC?
- The 990 for the year ended June 30, 2025 lists 34 people; 6 received compensation from the organization, the highest $883,786 (JOHN WARREN, FORMER HEAD OF SCHOOL (6/30/24)).
- How much revenue does ST MARKS SCHOOL OF SOUTHBOROUGH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $37,003,497, expenses of $47,831,333 and total assets of $263,293,161 at year end.
Other nonprofits in SOUTHBOROUGH
- FAY SCHOOL INC EIN 04-2103573 · last filed 990 for 2025
- SOUTHBOROUGH ORGANIZATION FOR SCHOOLS EIN 04-3402503 · last filed 990-EZ for 2025
- FRIENDS OF THE SOUTHBOROUGH LIBRARY EIN 46-2394640 · last filed 990-EZ for 2025
- SOUTHBOROUGH EXTENDED DAY PROGRAM INC EIN 04-2917154 · last filed 990 for 2023
- IRIDIUM TUTORING LTD EIN 85-2361924 · last filed 990-N for 2023
- NEW ENGLAND GRADUATE WOMEN IN SCIENCE AND ENGINEERING INCORPORAT EIN 82-4191532 · last filed 990-N for 2025
- EXPLORERS EDUCATION CORPORATION EIN 33-3475460 · last filed 990-N for 2025
- AMERICAN EDUCATION DEFENDERS INC EIN 85-3152198 · last filed 990-N for 2024