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Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1948.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
76 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
39 people listed on the 990; $3.6M paid to officers and key staff (Part VII, Section A).
Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Former Head of School
$544,318Pt VII · Sec A
Chief Financial & Operating Officer
$349,874Pt VII · Sec A
Head of School
$329,464Pt VII · Sec A
Head of Lower Division
$242,674Pt VII · Sec A
Director of Technology
$229,953Pt VII · Sec A
Dir., Organizational Initiatives
$229,822Pt VII · Sec A
Facilities Manager
$211,832Pt VII · Sec A
Dir., Athletics/Pe Education
$209,558Pt VII · Sec A
Director of Development
$208,567Pt VII · Sec A
Director of Communications
$196,312Pt VII · Sec A
Head of Upper Division
$190,283Pt VII · Sec A
Music Department Head
$188,085Pt VII · Sec A
Director of Auxilliary Programs
$161,763Pt VII · Sec A
Director of Admissions
$160,579Pt VII · Sec A
Science Department Chair
$154,145Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee Through Feb 2023
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
President Emeritus
$0Pt VII · Sec A
VP & Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| David R Trower | — | — | $544,318 | $772,811 | $765,506 | $920,068 |
| Duncan Lyon | $807,574 | $660,389 | $329,464 | — | — | — |
| Hydee Bressler Bassel | $333,491 | $360,454 | $349,874 | — | — | — |
| Hydee Bassel | — | — | — | $337,404 | $318,578 | $290,221 |
| Stephen M Warner | $261,335 | $249,748 | $242,674 | $236,506 | $227,388 | $208,950 |
| Winifred Barnes | $256,400 | $242,104 | $229,822 | $221,186 | $212,679 | $232,740 |
| Susan Etess | — | — | — | $165,790 | $237,268 | $250,808 |
| Andrew C Zevon | — | $237,935 | $229,953 | $221,721 | $215,704 | $205,850 |
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 Allen-Stevenson School executive salaries →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
Educates boys from kindergarten through eighth grade.
Questions for Allen-Stevenson School
Your first name shows with your question. Allen-Stevenson School answers here, for everyone.
3 programs · $21.3M · in their own filed words · FY2022
01
3 a's:allen-stevenson's vigorous program of academics, athletics and the arts ("the 3 a's") teaches boys to value the gratifying process by which excellence is attained. We challenge our students to take suitable risks, learn from their mistakes, and support each other.
Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-1623878) · Dispute this line$19.8Mprogram expense
02
After School Program (alligator Soup)
Allen-stevenson offers a wonderfully diverse and engaging after school program for kindergarten through fourth grade. In addition, there is a middle school program for boys in fifth and sixth grades.
Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-1623878) · Dispute this line$924Kprogram expense
03
Instrumental Music Program
Allen-stevenson offers a music program that provides music enrichment for approximately 185 instrumental students, with a staff of 12 instrumental instructors.
Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-1623878) · Dispute this line$543Kprogram expense
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 · FY2025
The McGue Millhiser Family TrustFY2025$10K
Kwon S Foundation INCFY2025$10K
Hess and Helyn Kline FoundationFY2025$2K
Total grants receivedfrom 4 funders$124K
Grants paid · 8 grants · $16.8M · 2019–2024
Unitemized GrantFY2024$2,991,234
Unitemized GrantFY2024$293,624
Unitemized GrantFY2023$2,799,337
Unitemized GrantFY2022$2,982,085
Unitemized GrantFY2021$2,712,537
Unitemized GrantFY2020$2,535,047
Unitemized GrantFY2020$111,750
Unitemized GrantFY2019$2,402,187
By the numbers
The FY2023 990, line by line.
Download 990
1The main four
Money inPt VIII
$35.1M
Ln 12
Fees for servicesLn 2g$24.9M
Gifts and grantsLn 1h$9.4M
Investment incomeLn 3$428K
Money outPt IX
$32.0M
Ln 25
Programscol B$24.3M
Managementcol C$6.1M
Fundraisingcol D$1.6M
Owns and owesPt X
$104.9M
net assets · Ln 32
Cash and savingsLn 1–2$14.0M
Total assetsLn 16$140.7M
LiabilitiesLn 26$35.8M
PeoplePt VI, VII
39
listed · VII A
PaidVII A15
Voting boardVI 1a24
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9.4M
Government grantsLn 1e$188K
Noncash giftsLn 1g$504K
Fundraising eventsLn 1c$72K
Fees for servicesLn 2g$24.9M
Investment incomeLn 3$428K
Other incomeLn 4–11$384K
Gains on assetsLn 7−$573K
Total revenueLn 12$35.1M
Assets in detailPt X, end of year
CashLn 1$1.4M
SavingsLn 2$12.7M
Cash and savings togetherLn 1–2$14.0M
Pledges and grants receivableLn 3$751K
Accounts receivableLn 4$1.1M
Inventories for sale or useLn 8$30K
Prepaid expenses and deferred chargesLn 9$126K
Land, buildings, equipmentLn 10c$101.6M
InvestmentsLn 11–13$22.8M
Other assetsLn 15$206K
Total assetsLn 16$140.7M
LiabilitiesLn 26$35.8M
Net assetsLn 32$104.9M
OperationsPt I, VI
EmployeesI 5232
VolunteersI 6223
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$504K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$35K
Share of the $25.6M endowmentSch D 1g0.14%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
| Line | FY23 | FY22 | FY21 | FY20 | FY19 |
|---|---|---|---|---|---|
| End of yearLn 1g | $25.6M | $23.1M | $27.9M | $28.6M | $28.4M |
| AddedLn 1b | $5.9M | $2.9M | $2.6M | $275K | $240K |
| SpentLn 1d–1f | $5.6M | $6.4M | $6.5M | $163K | $266K |
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
| Line | Start FY23 | End FY23 |
|---|---|---|
| Cash and savingsLn 1–2 | $17.7M | $14.0M |
| InvestmentsLn 11–13 | $15.9M | $22.8M |
| Land, buildings, equipmentLn 10c | $102.4M | $101.6M |
| Total assetsLn 16 | $140.4M | $140.7M |
| LiabilitiesLn 26 | $40.0M | $35.8M |
| Net assetsLn 32 | $100.4M | $104.9M |
5Every line
Statement of functional expensesPt IX · every line
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic individualsLn 2 | $3.0M | $3.0M | ||
| Pay of officers and key staff (Part IX, line 5)Ln 5 | $3.2M | $998K | $1.8M | $461K |
| Other salaries and wagesLn 7 | $12.5M | $10.1M | $1.9M | $424K |
| Pension plan contributionsLn 8 | $919K | $769K | $124K | $27K |
| Other employee benefitsLn 9 | $1.4M | $1.2M | $217K | $37K |
| Payroll taxesLn 10 | $1.1M | $807K | $250K | $59K |
| Legal feesLn 11b | $100K | $100K | ||
| Accounting feesLn 11c | $55K | $55K | ||
| Investment management feesLn 11f | $35K | $35K | ||
| Other fees for servicesLn 11g | $42K | $35K | $7K | |
| Office expensesLn 13 | $513K | $51K | $316K | $146K |
| Information technologyLn 14 | $383K | $13K | $369K | $1K |
| OccupancyLn 16 | $457K | $383K | $65K | $10K |
| TravelLn 17 | $8K | $1K | $2K | $5K |
| InterestLn 20 | $922K | $758K | $93K | $71K |
| Depreciation, depletion and amortizationLn 22 | $4.0M | $3.3M | $320K | $320K |
| InsuranceLn 23 | $382K | $268K | $99K | $15K |
| Other expenses (24a–d)Ln 24 | $2.4M | $2.3M | $75K | $23K |
| All other expensesLn 24e | $517K | $289K | $217K | $11K |
| Total functional expensesLn 25 | $32.0M | $24.3M | $6.1M | $1.6M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 LatestFiled with the IRS Apr 21, 2026 | $30.0M | $31.9M | −$2.0M | $114.7M | 990 PDF |
| FY2024Filed with the IRS May 13, 2025 | $36.9M | $31.2M | $5.7M | $113.3M | 990 PDF |
| FY2023 ViewingFiled with the IRS May 14, 2024 | $35.1M | $32.0M | $3.2M | $104.9M | 990 PDF |
| FY2022Filed with the IRS May 15, 2023 | $35.8M | $31.0M | $4.8M | $100.4M | 990 PDF |
| FY2021Filed with the IRS May 16, 2022 | $29.9M | $28.1M | $1.9M | $97.9M | 990 PDF |
| FY2020Filed with the IRS May 13, 2021 | $32.1M | $27.5M | $4.6M | $94.1M | 990 PDF |
Schedules filed Part IV
A · Public support
D · Assets and endowments
I · Grants
J · Pay
M · Noncash
O · Explanations
See the full FY2023 990
Part I · Summary $35,149,340 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,804,583$9,441,029
I-9 Program service revenuePrior year $23,843,121$24,896,660
I-10 Investment incomePrior year $672,246$428,035
I-11 Other revenuePrior year $448,615$383,616
I-12 Total revenuePrior year $35,768,565$35,149,340
I-13 Grants and similar amounts paidPrior year $2,712,537$2,982,085
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $18,554,442$19,176,256
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,744,881$9,793,399
I-18 Total expensesPrior year $31,011,860$31,951,740
I-19 Revenue less expensesPrior year $4,756,705$3,197,600
Part VI · Governance 20 of 24 board members independent, no flags
VI-1a Voting members of the governing body24
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $35,149,340 across 12 lines filed
Lines not itemized here account for $16,415 of total revenue; see the IRS return.
VIII-1c Fundraising events$71,650
VIII-1e Government grants$187,814
VIII-1f All other contributions, gifts and grants$9,181,565
VIII-1g Noncash contributions (included above)$504,132
VIII-1h Total contributions, gifts and grants$9,441,029
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,896,660$24,896,660
VIII-3 Investment incomeExcluded from tax $1,000,671$1,000,671
VIII-6 Net rental income or lossExcluded from tax $269,093$269,093
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$572,636−$572,636
VIII-8 Net income from fundraising eventsExcluded from tax $43,187$43,187
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $54,921$54,921
VIII-12 Total revenueRelated to mission $24,912,951 · Unrelated business $0 · Excluded from tax $795,360$35,149,340
Part IX · Statement of functional expenses $31,951,740 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $2,982,085$2,982,085
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $998,301 · Management $1,780,045 · Fundraising $460,893$3,239,239
IX-7 Other salaries and wagesPrograms $10,130,678 · Management $1,930,385 · Fundraising $424,389$12,485,452
IX-8 Pension plan contributionsPrograms $768,659 · Management $124,038 · Fundraising $26,765$919,462
IX-9 Other employee benefitsPrograms $1,161,794 · Management $216,936 · Fundraising $36,866$1,415,596
IX-10 Payroll taxesPrograms $807,492 · Management $250,373 · Fundraising $58,642$1,116,507
IX-11b Legal feesManagement $100,308$100,308
IX-11c Accounting feesManagement $54,550$54,550
IX-11f Investment management feesManagement $35,000$35,000
IX-11g Other fees for servicesPrograms $35,306 · Management $6,925$42,231
IX-13 Office expensesPrograms $50,673 · Management $316,355 · Fundraising $146,178$513,206
IX-14 Information technologyPrograms $13,031 · Management $368,979 · Fundraising $1,360$383,370
IX-16 OccupancyPrograms $382,551 · Management $64,548 · Fundraising $9,930$457,029
IX-17 TravelPrograms $1,281 · Management $1,926 · Fundraising $4,894$8,101
IX-20 InterestPrograms $758,039 · Management $92,994 · Fundraising $71,104$922,137
IX-22 Depreciation, depletion and amortizationPrograms $3,346,431 · Management $319,798 · Fundraising $319,798$3,986,027
IX-23 InsurancePrograms $267,515 · Management $99,363 · Fundraising $15,287$382,165
IX-24 Other expenses (24a–d)Programs $2,294,522 · Management $74,886 · Fundraising $22,637$2,392,045
IX-24e All other expensesPrograms $288,683 · Management $217,442 · Fundraising $11,105$517,230
IX-25 Total functional expensesPrograms $24,287,041 · Management $6,054,851 · Fundraising $1,609,848$31,951,740
Part X · Balance sheet $140,690,800 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $2,591,744$1,389,345
X-2 Savings and temporary cash investmentsStart of year $15,087,321$12,655,024
X-3 Pledges and grants receivableStart of year $1,777,014$751,301
X-4 Accounts receivableStart of year $2,128,376$1,134,089
X-8 Inventories for sale or useStart of year $33,082$30,343
X-9 Prepaid expenses and deferred chargesStart of year $234,931$125,667
X-10c Land, buildings and equipment, netStart of year $102,390,535$101,643,911
X-11 Publicly traded securitiesStart of year $15,856,133$22,731,640
X-12 Other securitiesStart of year $33,029$23,423
X-15 Other assetsStart of year $231,861$206,057
X-16 Total assetsStart of year $140,364,026$140,690,800
X-17 Accounts payable and accrued expensesStart of year $5,866,706$3,246,286
X-19 Deferred revenueStart of year $7,585,087$7,251,063
X-23 Secured mortgages and notes payableStart of year $26,400,694$25,283,641
X-25 Other liabilitiesStart of year $149,940$50,000
X-26 Total liabilitiesStart of year $40,002,427$35,830,990
X-27 Net assets without donor restrictionsStart of year $95,313,595$96,484,252
X-28 Net assets with donor restrictionsStart of year $5,048,004$8,375,558
X-32 Total net assets or fund balancesStart of year $100,361,599$104,859,810
X-33 Total liabilities and net assetsStart of year $140,364,026$140,690,800
Part XI · Reconciliation of net assets $104,859,810 net assets at year end
XI-1 Total revenue$35,149,340
XI-2 Total expenses$31,951,740
XI-3 Revenue less expenses$3,197,600
XI-4 Net assets at start of year$100,361,599
XI-5 Net unrealized gains (losses) on investments$1,875,859
XI-9 Other changes in net assets−$575,248
XI-10 Net assets at end of year$104,859,810
Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File
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