KIMBALL UNION ACADEMY

EIN: 020222147 501(c)(3) Education

MERIDEN, NH

Total Revenue
$31,602,308
Total Expenses
$30,162,406
Total Assets
$146,211,530
Net Assets
$105,428,944
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1813
Legal Domicile
NH
Principal Officer
GERARD MURPHY
Phone
6034692160
Tax Period
2023-07-01 to 2024-06-30

KIMBALL UNION ACADEMY, founded in 1813, is a mid-sized nonprofit in the Education sector that reported $31.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $30.2M left a modest 5% surplus.

Mission

SECONDARY EDUCATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,691,455
Program Service Revenue $24,561,438
Investment Income $2,097,289
Other Revenue $252,126
TOTAL REVENUE $31,602,308

Expense Breakdown

Grants Paid $6,771,551
Salaries & Benefits $12,137,051
Fundraising Expenses $1,890,937
Program Expenses $24,060,443
Other Expenses $11,253,804
TOTAL EXPENSES $30,162,406

Year-over-Year Comparison

2023 2022 Change
Revenue $31,602,308 $28,032,981 +0.1%
Expenses $30,162,406 $28,023,981 +0.1%
Net Income $1,439,902 $9,000 +159.0%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
199
Volunteers
25

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$827,555
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER YOSHIDA TRUSTEE THROUGH APRIL 2024 1.00
Director
$0 $0 $0
CLYDE NEVILLE TRUSTEE 1.00
Director
$0 $0 $0
DAVID ALLYN TRUSTEE 1.00
Director
$0 $0 $0
DONALD LOWERY TRUSTEE 1.00
Director
$0 $0 $0
EDWARD HILD VICE CHAIR 1.00
Director
$0 $0 $0
GLENN POGUST SECRETARY 1.00
Officer Director
$0 $0 $0
JADIHEL TAVERAS TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER BORISLOW TRUSTEE 1.00
Director
$0 $0 $0
KARLA RADKE TRUSTEE 1.00
Officer Director
$0 $0 $0
MOLLY STEFFEY CHAIR OF THE BOARD 1.00
Officer Director
$0 $0 $0
PETER SCHIEFFELIN TREASURER THROUGH APRIL 2024 1.00
Officer Director
$0 $0 $0
ROBIN GRONLUND TRUSTEE 1.00
Director
$0 $0 $0
STEPHEN TAYLOR TRUSTEE 1.00
Director
$0 $0 $0
VIVA HARDIGG TRUSTEE 1.00
Director
$0 $0 $0
DAVID BARRETTE TRUSTEE 1.00
Director
$0 $0 $0
SCOTT HAMNER TRUSTEE 1.00
Director
$0 $0 $0
NEERAJ GARG TRUSTEE 1.00
Director
$0 $0 $0
KEITH MILNE TRUSTEE 1.00
Director
$0 $0 $0
SHELDON STANSFIELD TRUSTEE 1.00
Director
$0 $0 $0
BRIAN BODELL TRUSTEE AS OF APRIL 2024 1.00
Director
$0 $0 $0
JOSHUA MANDEL TRUSTEE AS OF APRIL 2024 1.00
Director
$0 $0 $0
RYAN MCPADDEN TRUSTEE AS OF APRIL 2024 1.00
Director
$0 $0 $0
SARAH GILES TRUSTEE AS OF APRIL 2024 1.00
Director
$0 $0 $0
DAVID POND TRUSTEE AS OF APRIL 2024 1.00
Director
$0 $0 $0
TYLER LEWIS HEAD OF SCHOOL 40.00
Officer
$433,938 $165,963 $599,901
GERARD MURPHY CFO 40.00
Officer
$173,040 $54,614 $227,654
THOMAS KARDEL ASSISTANT HEAD OF SCHOOL 40.00
Highest
$114,905 $33,622 $148,527
STACEY SUMMERFIELD DIRECTOR OF INSTITUTIONAL ADVANCEMENT 40.00
Highest
$195,153 $65,419 $260,572
LARRY OSMER DIRECTOR OF CAPITAL PROJECTS 40.00
Highest
$113,855 $30,002 $143,857
TIMOTHY WHITEHEAD ASSOCIATE DIRECTOR ADVANCEMENT 40.00
Highest
$110,344 $16,782 $127,126
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $31,602,308 $30,162,406 $146,211,530 $1,439,902
2023 $28,032,981 $28,023,981 $127,439,171 $9,000
2022 $30,281,286 $26,025,790 $121,447,571 $4,255,496
2021 $26,647,402 $24,291,984 $123,763,402 $2,355,418
2020 $29,873,131 $24,579,266 $112,647,553 $5,293,865
2019 $43,795,157 $23,822,543 $109,898,930 $19,972,614
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