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Governance Register
US nonprofit · EIN 042103603 · Milton, MAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 042103603) - 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 tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Milton Academy's network

28 people4 organisationsi28 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (28). Violet dotted lines (4) 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

28 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 28 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Claire Hughes JohnsonTrustee - President2018
8 yrs
David B BrewsterTrustee2021
5 yrs
Douglas Crocker II (also filed as Douglas Crocker)Trustee (Until 6/30/23)2018
8 yrs
Edward E Wendell JR (also filed as Edward E Wendell)Trustee - Vice President2018
8 yrs
Eleanor Haller-JordenTrustee (Until 6/30/23)2018
8 yrs
Elizabeth B KatzTrustee (Until 6/30/23)2018
8 yrs
Eugene F Reilly (also filed as Gene Reilly)Trustee2021
5 yrs
Gabriel SunshineTrustee2019
7 yrs
Helen ZHUTrustee2023
3 yrs
Hendrick SINTrustee2022
4 yrs
Jason DillowTrustee2019
7 yrs
John B Fitzgibbons (also filed as John Fitzgibbons)Trustee2018
8 yrs
John D McEvoyTrustee2018
8 yrs
Justin M WalshTrustee2023
3 yrs
Luis M ViceiraTrustee - Vice President2018
8 yrs
Meika NeblettTrustee2022
4 yrs
Osaremen F OkoloTrustee2023
3 yrs
Patrick TsangTrustee2018
8 yrs
Peter R KaganTrustee - Treasurer2018
8 yrs
Ravi MallelaTrustee2022
4 yrs
Ronnell L WilsonTrustee - Vice President2018
8 yrs
Shadi FarokhzadTrustee2022
4 yrs
Sonu KalraTrustee2021
5 yrs
Stuart I Mathews (also filed as Stuart Mathews)Trustee - Secretary2018
8 yrs
Sylvia P WestphalTrustee (Until 6/30/23)2018
8 yrs
William KnowltonTrustee (Until 6/30/23)2018
8 yrs
Yeng Felipe ButlerTrustee2021
5 yrs
Yunli LOUTrustee - Vice President2018
8 yrs
Under 5 years5 to 6 years6 years or moreShow all 28 →

Officers and senior leadership

16 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Alden SmithDir. of the Mountain Schoolsince 2018
Carol A Giusti-CahalaneDirector of Development2023
Catherine ConnollyDirector of Developmentsince 2018
David BallPrincipal, Upper Schoolsince 2018
David Ball Until 63022Principal, Upper School2023
Deborah O'TooleChief Human Resource Officersince 2018
Edward DonahueControllersince 2018
Francis PattiPrincipal, Lower Schoolsince 2021
Francis Patti Until 63023Principal, Lower School2023
Heidi Vanderbilt-BrownChief Financial & Operating Officersince 2018
Jennifer B AndersonChief Communication Officersince 2020
Lisa WinickChief Advancement Officersince 2018
Nancy C AndersonPrincipal, Middle School (Until 6/30/19)2020
Paul RebuckDean of Enrollment & Financial Aidsince 2018
Samantha E Dixon EversoleDirector of Advancement Operationssince 2018
Theodorick BlandHead of School (Until June 2023)since 2018

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
Alexandra CallenHead of School60$548k$265k
Heidi Vanderbilt-BrownChief Financial & Operating Officer50$313k$67k
Lisa WinickChief Advancement Officer50$301k$97k
Monica PalmerPrincipal, Upper School50$227k$62k
Carol A Giusti-CahalaneDirector of Development50$223k$60k
Susanna L WylieChief Legal Counsel50$211k$15k
Eileen NewmanChief Communication Officer50$198k$30k
Paul RebuckDean of Enrollment & Financial Aid50$194k$101k
Diane KimballDirector of Budgets & Institutional50$187k$30k
Theodorick BlandFormer Head of School60$148k$28k
Claire Hughes JohnsonTrustee, President4$0
Peter R KaganTrustee, Treasurer3$0
David V CappilloTrustee, Secretary3$0
David B BrewsterTrustee1$0
Jason DillowTrustee1$0
Shadi FarokhzadTrustee1$0
Yeng Felipe ButlerTrustee1$0
John B FitzgibbonsTrustee1$0
Lamont A GordonTrustee1$0
Celeste Emily HugheyTrustee1$0
Sonu KalraTrustee1$0
Rana El KalioubyTrustee1$0
Molly KingTrustee1$0
Ravi MallelaTrustee1$0
John D McEvoyTrustee1$0
Meika NeblettTrustee1$0
Osaremen F OkoloTrustee1$0
Eugene F ReillyTrustee1$0
Tom ReardonTrustee1$0
Hendrick SinTrustee1$0
Gabriel SunshineTrustee1$0
Patrick TsangTrustee1$0
Caleb J WeinsteinTrustee1$0
Justin M WalshTrustee1$0
Helen ZhuTrustee1$0

About

Legal name
Milton Academy
EIN
042103603
Address
170 Centre St, Milton, MA, 02186-3338
State
Massachusetts
Mission
Milton academy cultivates in its students a passion for learning and a respect for others. Embracing diversity and the pursuit of excellence, we create a community in which individuals develop competence, confidence and character. See schedule o for full description.milton academy cultivates in its students a passion for learning and a respect for others. Embracing diversity and the pursuit... (as filed on the Form 990)
Activity (NTEE)
B200 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
1798
Principal officer
Heidi Vanderbilt-Brown (as named on the Form 990)
IRS ruling date
1 January 1959
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2023
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsClaire Hughes Johnson
≥8years on the filingsDouglas Crocker II
≥8years on the filingsEdward E Wendell JR
≥8years on the filingsEleanor Haller-Jorden

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
$559.5m
Total liabilities
$79.7m
Net assets or fund balances
$479.8m
Contributions and grants received
$13.1m
Program service revenue
$73.5m
Grants and similar paid out
$19.5m
Employees
710
Volunteers
266

Grants paid

6 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 MiltonVoluntary grant$235k
Milton Fire DepartmentVoluntary grant$13k
Milton Police DepartmentVoluntary grant$13k
Milton Foundation for EducationVoluntary grant$12k
Milton Teen CenterVoluntary grant$8k
Town of Milton LibraryVoluntary grant$8k