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Governance Register
US nonprofit · EIN 041200600 · Concord, MAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 041200600) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

Concord Academy's network

29 people11 organisationsi29 people and 11 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (29). Violet dotted lines (12) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

29 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 29 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Alexis GoltraTrustee2022
4 yrs
Ashley ShihCompany secretary2023
3 yrs
Brendan LargayTrustee2024
2 yrs
Carol MoriartyTrustee2022
4 yrs
Charles CarterTrustee2024
2 yrs
Dennis GoldsteinTrustee2023
3 yrs
Derrick YAT Bond Pang (also filed as Derrick Pang)Trustee2018
8 yrs
Ethan ThurowTrustee2025
1 yr
Henry FairfaxHead of School2023
3 yrs
Imani PerryTrustee2020
6 yrs
Jane DuTrustee2024
2 yrs
Jared JohnsonTrustee2025
1 yr
Jennifer A PlineCo-President2018
8 yrs
Jennifer J BurleighCo-President2018
8 yrs
John GrossmanVice President2018
8 yrs
Jonathan DesimoneTreasurer2021
5 yrs
Karen McAlmonTrustee2021
5 yrs
Kerry HoffmanTrustee2019
7 yrs
Kevin ParkeFirst Vice President2018
8 yrs
LY TranTrustee2020
6 yrs
Nana AdmadjajaTrustee2025
1 yr
Natalie KrajcirTrustee2025
1 yr
Patrick McWhinneyTrustee2025
1 yr
Pauline LINTrustee2020
6 yrs
Podie LynchTrustee2024
2 yrs
Rachel Lipson GlickTrustee2022
4 yrs
Stephen KramarskyTrustee2021
5 yrs
Tracy WelchTrustee2025
1 yr
Trelane ClarkTrustee2023
3 yrs
Under 5 years5 to 6 years6 years or moreShow all 29 →

Officers and senior leadership

25 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Alice R RoebuckDirector of Advancement & Engagement2018
Alice R Roebuck ASS Head forAdvancement & Engmt. (Until 1/5/24)2024
Alice R Roebuck AssistantHead for Advancement & Engagement2023
Alice R Roebuck DIR ofAdvancement & Engagementsince 2019
Amy Miller-FredericksChief Financial & Operating Officersince 2018
Benjamin CarmichaelDir. of Marketing & Communications2018
Benjamin Carmichael DIR ofMarketing & Communicationssince 2019
Christine H FlashnerDirector of Developmentsince 2018
Christine H Flashner INT DIR ofAdvancement & Engmt. (From 1/29/24)2024
David LeachDirector of Administrative Systemssince 2018
Donald KingmanDir. of Campus Planning, Design & Construction2018
Donald Kingman DIR ofCampus Planning, Design & Cosince 2019
Donald Kingman DIR of CampusPlanning, Design & Constructionsince 2022
Francis GallagherControllersince 2021
Heather Sullivan Director ofMarketing & Comm. (Until 5/30/24)2024
John DrewAsst. Head of School/Academic Dean2018
John Drew Asst Head ofSchool/Academic Dean2019
Kevan Lavaughn Turman AssocHead for Community Engt. & Bus. Dev.2025
Marie MyersDirector of Enrollment Managementsince 2021
Melody KomyerovDir. of Marketing & Communications2023
Michael McSorleyDirector of Operationssince 2024
Richard G HardyEmeritus Head of Schoolsince 2022
Sarah YEH Associate Head forTeaching, Learning & Facultysince 2023
Sarah YEH Associate Head ofSchool/Dean of Faculty2020
Sarah ZimmerliDean of Students2022

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Henry FairfaxHead of School55$468k$190k
Amy Miller-FredericksChief Financial & Operating Officer55$303k$81k
Sarah Yeh Associate Head forTeaching, Learning & Faculty55$261k$88k
Christine H FlashnerChief Advancement Officer55$205k$62k
Kevan Lavaughn Turman AssocHead for Community Engt. & Bus. Dev.55$200k$5k
Michael McSorleyDirector of Operations55$178k$80k
Francis GallagherController55$164k$13k
Donald Kingman Dir of CampusPlanning, Design & Construction55$160k$50k
Alice Roebuck Former AssistantHead of Advancement & Engagement0$159k$407
David LeachDirector of Administrative Systems55$152k$12k
Nana AdmadjajaTrustee1$0
Charles CarterTrustee1$0
Trelane ClarkTrustee1$0
Jane DuTrustee1$0
Rachel Lipson GlickTrustee1$0
Dennis GoldsteinTrustee1$0
Alexis GoltraTrustee1$0
Kerry HoffmanTrustee1$0
Jared JohnsonTrustee1$0
Natalie KrajcirTrustee1$0
Stephen KramarskyTrustee1$0
Brendan LargayTrustee1$0
Pauline LinTrustee1$0
Podie LynchTrustee1$0
Karen McAlmonTrustee1$0
Patrick McWhinneyTrustee1$0
Carol MoriartyTrustee1$0
Derrick Yat Bond PangTrustee1$0
Imani PerryTrustee1$0
Ethan ThurowTrustee1$0
Ly TranTrustee1$0
Tracy WelchTrustee1$0
Jennifer J BurleighCo-President3$0
Jennifer A PlineCo-President3$0
Kevin ParkeFirst Vice President3$0
John GrossmanVice President3$0
Jonathan DesimoneTreasurer3$0
Ashley ShihSecretary3$0

Colorado roster

40 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263013377). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
Brendan LargayTrustee
Trelane ClarkTrustee
Rachel Lipson GlickTrustee
Charles CarterTrustee
Kerry HoffmanTrustee
Jennifer BurleighCo-President
Karen McAlmonTrustee
Alexis GoltraTrustee
John GrossmanVice President
Ethan ThurowTrustee
Dennis GoldsteinTrustee
Jennifer A, PlineCo-President
Donald KingmanDir. of Campus Planning. Design & Construction
Carol MoriartyTrustee
Jared JohnsonTrustee
Alice R. RoebuckFormer Assistant Head of Advancement & Engagement
Kevin ParkeFirst Vice President
Pauline LinTrustee
Ly TranTrustee
Francis GallagherController
Amy Miller-FredericksChief Financial $ Operating Officer
David LeachDirector of Administrative Systems
Jane DuTrustee
Jonathan DesimoneTreasurer
Nana AdmadjajaTrustee
Sarah YehAssociate Head for Teaching, Learning & Faculty
Derrick Yat Bond PangTrustee
Imani PerryTrustee
Stephen KramarskyTrustee
Christine H. FlashnerChief Advancement Officer
Tracy WelchTrustee
Ashley ShihSecretary
Henry FairfaxHead of School
Amy Miller-Fredericks
Patrick McWhinneyTrustee
Michael McSorleyDirector of Operations
Kevan Lavaughn TurmanAssoc. Head for Community Engt. & Bus. Dev.
Podie LynchTrustee
Jennifer A. PlinePresident
Alice RoebuckFormer Assistant Head of Advancement & Engagement

About

Legal name
Concord Academy
EIN
041200600
Address
Local, Concord, MA, 01742
State
Massachusetts
Mission
Concord academy is a community animated by love of learning, diverse and striving for equity, with common trust as our foundation. Honoring each individual, we challenge and expand our understanding of ourselves and the world through purposeful collaboration and creative engagement. Concord academy cultivates empathy, integrity, and responsibility to build a more just and sustainable future. (as filed on the Form 990)
Activity (NTEE)
B250 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
9 (IRS master file code)
Formed
1922
Principal officer
Henry Fairfax (as named on the Form 990)
IRS ruling date
1 June 1937
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsDerrick YAT Bond Pang
≥8years on the filingsJennifer A Pline
≥8years on the filingsJennifer J Burleigh
≥8years on the filingsJohn Grossman

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$218.5m
Total liabilities
$32.1m
Net assets or fund balances
$186.4m
Contributions and grants received
$6.9m
Program service revenue
$30.5m
Grants and similar paid out
$6.1m
Employees
427
Volunteers
323

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$53.7m$37m$16.7m

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Town of ConcordTown 250 gift fund$10k