Grafton School Incorporated: Nonprofit Profile, Financials & Form 990 (EIN 54-0682401)

Revenue by fiscal year
FY2020	$53.6M
FY2021	$52.2M
FY2022	$59.5M
FY2023	$58.9M
FY2024	$74.0M
FY2025	$79.0M

Expenses by fiscal year
FY2020	$52.6M
FY2021	$53.9M
FY2022	$53.5M
FY2023	$59.7M
FY2024	$69.1M
FY2025	$76.4M

Net assets by fiscal year
FY2020	$40.6M
FY2021	$41.2M
FY2022	$44.8M
FY2023	$44.8M
FY2024	$50.9M
FY2025	$54.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1966.

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

Where the money goes

88 cents of each dollar spent went to programs.

88%

12%

Program services 88% · $66.9M Management & general 12% · $9.5M

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

Something off? Claim to fix it

Who runs it and what they're paid

26 people listed on the 990; $3.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

James Stewart

Chief Executive Officer

$493,492Pt VII · Sec A

Robia a Fields

Medical Director

$312,304Pt VII · Sec A

Julie E Lewerenz

Program Psychiatrist

$276,561Pt VII · Sec A

Vanessa Lane

Chief Administrative Offic

$236,071Pt VII · Sec A

Kimberly Sanders

President, Ukeru Systems

$230,337Pt VII · Sec A

Kent Houchins

COO, Community-Based Progr

$223,564Pt VII · Sec A

Angela Brown

Chief Financial Officer

$220,901Pt VII · Sec A

James Sanders

COO Facility Based Program

$204,295Pt VII · Sec A

James Stewart’s $493K as Chief Executive Officer is at the 88th 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 · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
James Stewart	$493,492	$439,409	$363,759	$417,571	$440,477	$369,158
Robia a Fields	$312,304	$275,332	$259,091	$258,563	$257,133	$250,740
Julie E Lewerenz	$276,561	$263,440	$252,850	$249,602	$248,139	$241,840
Vanessa Lane	$236,071	$211,398	$201,353	$179,360	$139,084	—
Kimberly Sanders	$230,337	$225,466	$227,371	$204,581	$200,305	$191,346
Kent Houchins	$223,564	$217,644	$219,179	$199,795	$198,853	$186,033
Angela Brown	$220,901	$188,229	$140,468	$95,675	—	—
John Scott Zeiter	$175,834	$218,362	$214,831	$197,280	$196,910	$190,342

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 Grafton School Incorporated executive salaries →

On this list? Claim this org

Something off? Claim to fix it

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

Provides solution-focused opportunities for individuals with complex disabilities.

Questions for Grafton School Incorporated

Tap to ask. Grafton School Incorporated sees how many people are interested.

Your first name shows with your question. Grafton School Incorporated answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $66.9M · in their own filed words · FY2024

01

1) grafton school, incorporated is an education-focused multifaceted nonprofit entity specializing in serving individuals with complex needs in the categories of developmental, intellectual, and mental HEALTH/PSYCHIATRIC diagnoses.

$66.9Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record

Grants received · FY2024

United Way of Greater Milwaukee & Waukesha County INCFY2024$124K

Herbert Family FoundationFY2024$78K

Combined Jewish Philanthropies of Greater Boston INCFY2024$17K

Corina Higginson Trust Co Laura Ford TrusteeFY2024$3K

Total grants receivedfrom 4 funders$222K

See all 4 funders →

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$79.0M

Ln 12

Fees for servicesLn 2g$75.5M

Other incomeLn 4–11$1.6M

Gifts and grantsLn 1h$1.4M

Money outPt IX

$76.4M

Ln 25

Programscol B$66.9M

Managementcol C$9.5M

Owns and owesPt X

$54.1M

net assets · Ln 32

Cash and savingsLn 1–2$8.4M

Total assetsLn 16$68.3M

LiabilitiesLn 26$14.2M

PeoplePt VI, VII

26

listed · VII A

PaidVII A13

Voting boardVI 1a13

IndependentVI 1b13

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.4M

Government grantsLn 1e$1.1M

Noncash giftsLn 1g$184K

Fees for servicesLn 2g$75.5M

Investment incomeLn 3$506K

Other incomeLn 4–11$1.6M

Gains on assetsLn 7−$18K

Total revenueLn 12$79.0M

Assets in detailPt X, end of year

CashLn 1$6.1M

SavingsLn 2$2.3M

Cash and savings togetherLn 1–2$8.4M

InvestmentsLn 11–13$12.0M

Land, buildings, equipmentLn 10c$26.7M

Other assetsLn 15$5.0M

Total assetsLn 16$68.3M

LiabilitiesLn 26$14.2M

Net assetsLn 32$54.1M

OperationsPt I, VI

EmployeesI 5875

VolunteersI 611

Fiscal year endsHeaderJune

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$7.7M	$8.4M
InvestmentsLn 11–13	$12.6M	$12.0M
Land, buildings, equipmentLn 10c	$25.8M	$26.7M
Total assetsLn 16	$65.0M	$68.3M
LiabilitiesLn 26	$14.1M	$14.2M
Net assetsLn 32	$50.9M	$54.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$4K	$4K
Pay of current officers, directors and key staffLn 5	$2.2M	$2.0M	$178K
Other salaries and wagesLn 7	$45.7M	$41.9M	$3.8M
Pension plan contributionsLn 8	$785K	$745K	$40K
Other employee benefitsLn 9	$7.0M	$6.6M	$360K
Payroll taxesLn 10	$3.5M	$3.3M	$270K
Legal feesLn 11b	$357K		$357K
Accounting feesLn 11c	$60K		$60K
Lobbying feesLn 11d	$99K		$99K
Investment management feesLn 11f	$98K		$98K
Other fees for servicesLn 11g	$1.2M	$859K	$372K
Advertising and promotionLn 12	$335K	$298K	$37K
Office expensesLn 13	$4.5M	$3.0M	$1.5M
Information technologyLn 14	$1.4M	$1.2M	$201K
OccupancyLn 16	$3.5M	$3.2M	$238K
TravelLn 17	$890K	$58K	$832K
Conferences, conventions and meetingsLn 19	$103K	$96K	$7K
InterestLn 20	$4K	$2K	$2K
Depreciation, depletion and amortizationLn 22	$2.6M	$2.0M	$622K
InsuranceLn 23	$1.2M	$1.1M	$130K
Other expenses (24a–d)Ln 24	$652K	$460K	$192K
All other expensesLn 24e	$265K	$127K	$137K
Total functional expensesLn 25	$76.4M	$66.9M	$9.5M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$79.0M	$76.4M	$2.5M	$54.1M	990 PDF
FY2024	$74.0M	$69.1M	$4.9M	$50.9M	990 PDF
FY2023	$58.9M	$59.7M	−$819K	$44.8M	990 PDF
FY2022	$59.5M	$53.5M	$5.9M	$44.8M	990 PDF
FY2021	$52.2M	$53.9M	−$1.7M	$41.2M	990 PDF
FY2020	$53.6M	$52.6M	$1.0M	$40.6M	990 PDF

More to add? Claim this org

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 FY2025 990 (6 parts)

Part I · Summary $78,983,443 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $2,340,198$1,387,152

I-9 Program service revenuePrior year $69,459,030$75,464,795

I-10 Investment incomePrior year $872,670$506,413

I-11 Other revenuePrior year $1,291,537$1,625,083

I-12 Total revenuePrior year $73,963,435$78,983,443

I-13 Grants and similar amounts paidPrior year $2,420$4,364

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $53,017,371$59,152,964

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $16,074,353$17,287,369

I-18 Total expensesPrior year $69,094,144$76,444,697

I-19 Revenue less expensesPrior year $4,869,291$2,538,746

Part VI · Governance 13 of 13 board members independent, no flags

VI-1a Voting members of the governing body13

VI-1b Independent voting members13

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 $78,983,443 across 9 lines filed

Lines not itemized here account for $1,447,654 of total revenue; see the IRS return.

VIII-1e Government grants$1,147,881

VIII-1f All other contributions, gifts and grants$239,271

VIII-1g Noncash contributions (included above)$184,090

VIII-1h Total contributions, gifts and grants$1,387,152

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $75,464,795$75,464,795

VIII-3 Investment incomeUnrelated business −$25,283 · Excluded from tax $549,529$524,246

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$17,833−$17,833

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $49,200 · Excluded from tax $128,229$177,429

VIII-12 Total revenueRelated to mission $76,961,649 · Unrelated business −$25,283 · Excluded from tax $659,925$78,983,443

Part IX · Statement of functional expenses $76,444,697 across 22 lines filed

IX-2 Grants to domestic individualsPrograms $4,364$4,364

IX-5 Pay of current officers, directors and key staffPrograms $1,976,752 · Management $178,039$2,154,791

IX-7 Other salaries and wagesPrograms $41,915,455 · Management $3,775,165$45,690,620

IX-8 Pension plan contributionsPrograms $744,749 · Management $40,388$785,137

IX-9 Other employee benefitsPrograms $6,636,273 · Management $359,891$6,996,164

IX-10 Payroll taxesPrograms $3,256,711 · Management $269,541$3,526,252

IX-11b Legal feesManagement $356,842$356,842

IX-11c Accounting feesManagement $59,958$59,958

IX-11d Lobbying feesManagement $99,436$99,436

IX-11f Investment management feesManagement $97,868$97,868

IX-11g Other fees for servicesPrograms $858,871 · Management $372,127$1,230,998

IX-12 Advertising and promotionPrograms $297,595 · Management $37,074$334,669

IX-13 Office expensesPrograms $3,008,313 · Management $1,494,842$4,503,155

IX-14 Information technologyPrograms $1,199,712 · Management $201,035$1,400,747

IX-16 OccupancyPrograms $3,247,259 · Management $238,268$3,485,527

IX-17 TravelPrograms $57,655 · Management $831,952$889,607

IX-19 Conferences, conventions and meetingsPrograms $95,850 · Management $6,840$102,690

IX-20 InterestPrograms $2,130 · Management $1,863$3,993

IX-22 Depreciation, depletion and amortizationPrograms $1,984,980 · Management $621,703$2,606,683

IX-23 InsurancePrograms $1,068,588 · Management $130,081$1,198,669

IX-24 Other expenses (24a–d)Programs $459,849 · Management $191,787$651,636

IX-24e All other expensesPrograms $127,400 · Management $137,491$264,891

IX-25 Total functional expensesPrograms $66,942,506 · Management $9,502,191 · Fundraising $0$76,444,697

Part X · Balance sheet $68,312,692 assets, 19 lines filed

X-1 Cash, non-interest-bearingStart of year $4,729,370$6,088,752

X-2 Savings and temporary cash investmentsStart of year $2,928,392$2,303,771

X-4 Accounts receivableStart of year $12,117,568$13,377,546

X-8 Inventories for sale or useStart of year $500,174$689,266

X-9 Prepaid expenses and deferred chargesStart of year $1,137,139$1,849,013

X-10c Land, buildings and equipment, netStart of year $25,844,816$26,696,988

X-11 Publicly traded securitiesStart of year $12,575,131$12,044,499

X-14 Intangible assetsStart of year $206,060$221,125

X-15 Other assetsStart of year $4,985,279$5,041,732

X-16 Total assetsStart of year $65,023,929$68,312,692

X-17 Accounts payable and accrued expensesStart of year $6,610,298$7,708,892

X-19 Deferred revenueStart of year $71,729$119,485

X-20 Tax-exempt bond liabilitiesStart of year $5,970,507$5,213,069

X-24 Unsecured notes and loans payableStart of year $146,089$142,390

X-26 Total liabilitiesStart of year $14,100,955$14,241,514

X-27 Net assets without donor restrictionsStart of year $50,548,966$53,673,273

X-28 Net assets with donor restrictionsStart of year $374,008$397,905

X-32 Total net assets or fund balancesStart of year $50,922,974$54,071,178

X-33 Total liabilities and net assetsStart of year $65,023,929$68,312,692

Part XI · Reconciliation of net assets $54,071,178 net assets at year end

XI-1 Total revenue$78,983,443

XI-2 Total expenses$76,444,697

XI-3 Revenue less expenses$2,538,746

XI-4 Net assets at start of year$50,922,974

XI-5 Net unrealized gains (losses) on investments$609,458

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$54,071,178

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org