Stoneleigh-Burnham School

Tax-deductible

Greenfield, MA501(c)(3)Since 1869EducationEIN 04-2163044

Stoneleigh-burnham school is an academic community that fosters an international perspective. We inspire girls to pursue meaningful lives based on honor, respect, and intellectual curiosity. Each student is challenged to discover her best self and graduate with confident to think independently and act ethically, secure in the knowledge that her voice will be heard.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$180K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $644K a year · 8% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$180K
to officers and key staff · 2% of spending
Top officer’s pay lower than 72% of similar orgs
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $178K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6.8M
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.3M
+62% vs prior year
Spent
$8.7M
To programs
70%
Net assets
$4.2M
By yearFY2020–FY2024
Revenue
$11.3M
FY2024▲ +62%
Revenue by fiscal year
FY2020$9.2M
FY2021$8.1M
FY2022$7.2M
FY2023$8.0M
FY2024$6.9M
FY2024$11.3M
Expenses
$8.7M
FY2024-0.2%
Expenses by fiscal year
FY2020$9.0M
FY2021$7.3M
FY2022$8.4M
FY2023$9.3M
FY2024$8.7M
FY2024$8.7M
Net assets
$4.2M
FY2024▲ +162%
Net assets by fiscal year
FY2020$5.0M
FY2021$6.1M
FY2022$4.5M
FY2023$3.3M
FY2024$1.6M
FY2024$4.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1941.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $6.1M Management & general 20% · $1.7M Fundraising 11% · $935K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

16 people listed on the 990; $180K paid to officers and key staff.

Part VII, Section A · reportable compensation
Head of School
$180,051Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Laurie Lambert’s $180K as Head of School is at the 28th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Stephanie Luebbers—$104,862$193,562$183,983$179,598$176,560
Laurie Lambert$180,051$98,182————
Bryant Morgan——$123,840$122,503——
Robert Brainin————$100,109$106,254

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Stoneleigh-Burnham School executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspires girls to pursue meaningful lives through honor and respect.

Provided by the organization

This section is blank until Stoneleigh-Burnham School claims this page.

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1 program service account for $6.1M of program spending, described in the organization's own filed words · FY2024.
01

Stoneleigh-burnham school is an academic community that fosters an international perspective. Stoneleigh-burnham school offers the international baccalaureate (ib) diploma. Each student is challenged to discover her best self and graduate with confidence to think independently and act ethically, secure in the knowledge that her voice…

$6.1Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 9 funders →
Grants paid · 6 grants · $10.4M · 2019–2024
Unitemized GrantFY2024$1,523,422
Unitemized GrantFY2023$1,360,527
Unitemized GrantFY2022$1,414,813
Unitemized GrantFY2021$1,510,409
Unitemized GrantFY2020$1,740,572
Unitemized GrantFY2019$2,856,836

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$11.3M
Ln 12
Gifts and grantsLn 1h$6.0M
Fees for servicesLn 2g$5.2M
Investment incomeLn 3$59K
Money outPt IX
$8.7M
Ln 25
Programscol B$6.1M
Managementcol C$1.7M
Fundraisingcol D$935K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$3.1M
Total assetsLn 16$10.9M
LiabilitiesLn 26$6.8M
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.0M
Fees for servicesLn 2g$5.2M
Investment incomeLn 3$59K
Other incomeLn 4–11$52K
Total revenueLn 12$11.3M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$3.1M
Cash and savings togetherLn 1–2$3.1M
InvestmentsLn 11–13$2.9M
Land, buildings, equipmentLn 10c$3.3M
Other assetsLn 15$1.2M
Total assetsLn 16$10.9M
LiabilitiesLn 26$6.8M
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 5133
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$383K$3.1M
InvestmentsLn 11–13$2.7M$2.9M
Land, buildings, equipmentLn 10c$3.6M$3.3M
Total assetsLn 16$8.3M$10.9M
LiabilitiesLn 26$6.7M$6.8M
Net assetsLn 32$1.5M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.5M$1.5M
Pay of current officers, directors and key staffLn 5$203K$203K
Other salaries and wagesLn 7$3.6M$2.5M$490K$534K
Pension plan contributionsLn 8$117K$78K$24K$15K
Other employee benefitsLn 9$260K$217K$24K$19K
Payroll taxesLn 10$288K$205K$48K$35K
Other fees for servicesLn 11g$290K$36K$114K$140K
Advertising and promotionLn 12$47K$8K$39K
Office expensesLn 13$17K$90$17K
Information technologyLn 14$104K$1K$102K$448
OccupancyLn 16$540K$458K$55K$27K
Conferences, conventions and meetingsLn 19$85K$20K$5K$60K
InterestLn 20$257K$257K
Depreciation, depletion and amortizationLn 22$363K$308K$37K$18K
InsuranceLn 23$188K$188K
Other expenses (24a–d)Ln 24$735K$595K$113K$28K
All other expensesLn 24e$137K$95K$22K$20K
Total functional expensesLn 25$8.7M$6.1M$1.7M$935K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $6.9M$8.7M−$1.8M$1.6M 990 PDF
FY2023 $8.0M$9.3M−$1.2M$3.3M 990 PDF
FY2022 $7.2M$8.4M−$1.1M$4.5M 990 PDF
FY2021 $8.1M$7.3M$750K$6.1M 990 PDF
FY2020 $9.2M$9.0M$167K$5.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $11,250,875 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,957,966
VIII-1h Total contributions, gifts and grants$5,957,966
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,182,062$5,182,062
VIII-3 Investment incomeExcluded from tax $58,858$58,858
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $51,989$51,989
VIII-12 Total revenueRelated to mission $5,234,051 · Unrelated business $0 · Excluded from tax $58,858$11,250,875
Part IX · Statement of functional expenses $8,707,193 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $1,523,422$1,523,422
IX-5 Pay of current officers, directors and key staffManagement $202,611$202,611
IX-7 Other salaries and wagesPrograms $2,528,265 · Management $490,025 · Fundraising $533,926$3,552,216
IX-8 Pension plan contributionsPrograms $78,045 · Management $24,089 · Fundraising $14,888$117,022
IX-9 Other employee benefitsPrograms $217,267 · Management $24,133 · Fundraising $18,589$259,989
IX-10 Payroll taxesPrograms $204,732 · Management $48,388 · Fundraising $34,936$288,056
IX-11g Other fees for servicesPrograms $35,679 · Management $114,110 · Fundraising $139,763$289,552
IX-12 Advertising and promotionPrograms $7,844 · Fundraising $39,254$47,098
IX-13 Office expensesPrograms $90 · Management $17,207$17,297
IX-14 Information technologyPrograms $1,397 · Management $102,171 · Fundraising $448$104,016
IX-16 OccupancyPrograms $458,499 · Management $54,758 · Fundraising $27,069$540,326
IX-19 Conferences, conventions and meetingsPrograms $19,985 · Management $4,537 · Fundraising $60,116$84,638
IX-20 InterestManagement $256,959$256,959
IX-22 Depreciation, depletion and amortizationPrograms $308,433 · Management $36,836 · Fundraising $18,210$363,479
IX-23 InsuranceManagement $187,991$187,991
IX-24 Other expenses (24a–d)Programs $594,540 · Management $112,686 · Fundraising $27,995$735,221
IX-24e All other expensesPrograms $95,261 · Management $21,946 · Fundraising $20,093$137,300
IX-25 Total functional expensesPrograms $6,073,459 · Management $1,698,447 · Fundraising $935,287$8,707,193
Part X · Balance sheet $10,937,466 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,853$1,734
X-2 Savings and temporary cash investmentsStart of year $381,637$3,117,249
X-3 Pledges and grants receivableStart of year $167,098$256,733
X-4 Accounts receivableStart of year $4,015$3,034
X-8 Inventories for sale or useStart of year $8,763$11,129
X-9 Prepaid expenses and deferred chargesStart of year $132,392$112,507
X-10c Land, buildings and equipment, netStart of year $3,607,783$3,327,049
X-11 Publicly traded securitiesStart of year $2,719,680$2,860,807
X-15 Other assetsStart of year $1,247,224$1,247,224
X-16 Total assetsStart of year $8,270,445$10,937,466
X-17 Accounts payable and accrued expensesStart of year $670,777$544,674
X-25 Other liabilitiesStart of year $2,663,794$2,803,246
X-26 Total liabilitiesStart of year $6,741,998$6,783,069
X-27 Net assets without donor restrictionsStart of year −$1,189,711$1,111,145
X-28 Net assets with donor restrictionsStart of year $2,718,158$3,043,252
X-32 Total net assets or fund balancesStart of year $1,528,447$4,154,397
X-33 Total liabilities and net assetsStart of year $8,270,445$10,937,466
Part XI · Reconciliation of net assets $4,154,397 net assets at year end
XI-1 Total revenue$11,250,875
XI-2 Total expenses$8,707,193
XI-3 Revenue less expenses$2,543,682
XI-4 Net assets at start of year$1,528,447
XI-5 Net unrealized gains (losses) on investments$82,268
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,154,397

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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