TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STREET, ANDOVER, MA 018104161 www.andover.edu

Total Revenue
$233,355,240
Total Expenses
$131,672,513
Net Assets
$1,429,643,469

Organizations Filed Purposes: EDUCATION, 1,186 STUDENTS - REGULAR SESSION GRADES 9 - 12: PHILLIPS ACADEMY IS A RESIDENTIAL SECONDARY SCHOOL WHICH SEEKS STUDENTS OF INTELLIGENCE AND INTEGRITY FROM DIVERSE CULTURAL, RACIAL, SOCIOECONOMIC AND GEOGRAPHIC BACKGROUNDS. THE SCHOOL'S RESIDENTIAL STRUCTURE ENABLES FACULTY TO SUPPORT STUDENTS IN THEIR PERSONAL, SOCIAL AND INTELLECTUAL DEVELOPMENT. THE ACADEMIC PROGRAM FOSTERS EXCELLENCE IN ALL DISCIPLINES WITHIN THE LIBERAL ARTS TRADITION. FACULTY MEMBERS GUIDE STUDENTS IN MASTERING SKILLS, ACQUIRING KNOWLEDGE AND THINKING CRITICALLY, CREATIVELY AND INDEPENDENTLY. THE SCHOOL STRIVES TO HELP YOUNG PEOPLE ACHIEVE THEIR POTENTIAL NOT ONLY INTELLECTUALLY, BUT ALSO ARTISTICALLY, ATHLETICALLY AND MORALLY, SO THAT THEY MAY LEAD RESPONSIBLE AND FULFILLING LIVES. THE ACADEMY IS COMMITTED TO ESTABLISHING AN ENVIRONMENT THAT ENCOURAGES PEOPLE OF DIVERSE BACKGROUNDS AND BELIEFS TO UNDERSTAND AND RESPECT ONE ANOTHER AND TO BE SENSITIVE TO THE DIFFERENCES OF GENDER, ETHNICITY, CLASS AND SEXUAL ORIENTATION. IN ITS PROGRAMS THE SCHOOL SEEKS TO PROMOTE A BALANCE OF LEADERSHIP, COOPERATION AND SERVICE, TOGETHER WITH A DEEPER AWARENESS OF THE GLOBAL COMMUNITY AND NATURAL WORLD. ANDOVER'S 1778 CONSTITUTION CHARGES THE ACADEMY TO PREPARE "YOUTH FROM EVERY QUARTER" TO ASPIRE EQUALLY TO KNOWLEDGE AND GOODNESS. THIS OBLIGATION CHALLENGES STUDENTS IN MIND, BODY AND SPIRIT TO SEE BEYOND THEMSELVES AND TO GO BEYOND THE FAMILIAR; TO REMAIN COMMITTED TO DEVELOPING WHAT IS FINEST IN THEMSELVES AND OTHERS, FOR OTHERS AND THEMSELVES.

EDUCATION, 558 STUDENTS - SUMMER SESSION: THE SUMMER SESSION OFFERS ITS STUDENTS FIVE WEEKS OF INTENSIVE ACADEMIC AND PERSONAL GROWTH. IT ENCOMPASSES DEMANDING CLASSES, RECREATIONAL AFTERNOON ACTIVITIES, SOCIAL EVENTS, CULTURAL OPPORTUNITIES, AND WELCOMING DORMITORIES THAT PREPARE STUDENTS IN GRADES 7 - 12 FOR SECONDARY SCHOOL AND COLLEGIATE RESIDENTIAL LIFE IN AN ENVIRONMENT DESIGNED FOR THEIR AGE GROUP. IN ADDITION, SUMMER SESSION OFFERS COMPREHENSIVE SECONDARY SCHOOL AND COLLEGE PROGRAMMING INCLUDING VISITS TO LOCAL COLLEGES AND UNIVERSITIES, A WORKSHOP AND SPEAKER SERIES DESIGNED TO PREPARE STUDENTS FOR THE SECONDARY SCHOOL OR COLLEGE APPLICATION PROCESS, AND TWO EDUCATION FAIRS; ONE FOR COLLEGES, ONE FOR INDEPENDENT SCHOOLS, BOTH WITH REPRENSENTATIVES FROM OVER 70 PRESTIGIOUS INSTITUTIONS. IN KEEPING WITH ONE OF THE ACADEMY'S IDEALS "TO BE A PRIVATE SCHOOL WITH A PUBLIC PURPOSE," SUMMER SESSION STRIVES YEARLY TO USE ITS FINANCIAL AID BUDGET IN ORDER TO OFFER THE EXPERIENCE TO AS MANY QUALIFIED AND DESERVING APPLICANTS AS POSSIBLE. SUMMER SESSION WORKS COOPERATIVELY WITH OTHER PROGRAMS SUCH AS MINDS MATTER, THE EOS FOUNDATION, REACH MEMPHIS, THE WIGHT FOUNDATION, AND OTHERS TO IDENTIFY SCHOLARS "FROM EVERY QUARTER" TO SPONSOR FOR THIS SUMMER OPPORTUNITY. FINALLY, SUMMER SESSION SERVES AS THE UMBRELLA FOR THE OTHER OUTREACH PROGRAMS THAT POPULATE THE CAMPUS DURING THE SUMMER, MAKING SURE THAT THEIR PHYSICAL AND RESIDENTIAL NEEDS ARE MET.

EDUCATION, 111 STUDENTS - MATH AND SCIENCE FOR MINORITY STUDENTS (MS) 2: (MS) 2, FOUNDED IN 1977, OFFERS AFRICAN AMERICAN, LATINO AND NATIVE AMERICAN PUBLIC SCHOOL STUDENTS FROM TARGETED REGIONS ACROSS THE UNITED STATES THE OPPORTUNITY TO IMMERSE THEMSELVES IN THE STUDY OF MATHEMATICS AND SCIENCE FOR THREE CONSECUTIVE SUMMERS AT PHILLIPS ACADEMY. THE PROGRAM IS FREE TO ALL STUDENTS ACCEPTED AND INCLUDES TRAVEL TO AND FROM ANDOVER. STUDENTS BEGIN THE PROGRAM THE SUMMER FOLLOWING 9TH GRADE; THEREFORE, THEY MUST BE IN 9TH GRADE WHEN THEY APPLY. THE PROGRAM PROVIDES THE SCHOLARS WITH RIGOROUS CHALLENGES IN ORDER TO PREPARE THEM BETTER FOR COLLEGE AND CAREERS IN ENGINEERING, SCIENCE, MEDICINE, COMPUTERS AND OTHER TECHNICAL FIELDS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Kirsten A GlantzCHIEF INVEST. OFFICER55$780,514
John G PalfreyHD OF SCHOOL/TRUSTEE(END 8/19)55$563,949
Thomas P LockerbySECRETARY OF THE ACADEMY55$380,598
Fernando R AlonsoASST HEAD OF SCHOOL, CFO55$274,720
James F VentreINTERIM HEAD OF SCHOOL/TRUSTEE55$251,356
Jessica HerbsterGENERAL COUNSEL55$204,236
Amy PatelMEDICAL DIRECTOR55$200,843
Linda Carter GriffithASSOC HEAD OF SCHOOL55$200,399
Judith F DolkartDIRECTOR, ADDISON GALLERY55$199,523
Xiaohe LiINVESTMENT ANALYST55$198,836
J Lawrence MuenchDIRECTOR OF FACILITIES55$185,383
Patrick J FarrellFORMER DEAN OF FACULTY55$143,660
Andrea T H NixFORMER CFO55$132,828
Stefanie Scheer YoungALUMNI TRUSTEE3$0
Karen L SallickALUMNI TRUSTEE3$0
Eric RedmanALUMNI TRUSTEE3$0
Stephen E MatloffALUMNI TRUSTEE3$0
Daniel A LasmanALUMNI TRUSTEE3$0
Patricia M DoykosALUMNI TRUSTEE3$0
Eric L ZinterhoferTRUSTEE3$0
Yichen ZhangTRUSTEE3$0
Tamara E RogersTRUSTEE3$0
Tammy Snyder MurphyTRUSTEE3$0
Tristin MannionTRUSTEE3$0
Gary LeeTRUSTEE3$0
Chien LeeTRUSTEE3$0
Stefan L KaluznyTRUSTEE3$0
Amy C FallsTRUSTEE/TREASURER3$0
Louis G ElsonTRUSTEE3$0
Peter L S CurrieTRUSTEE/PRESIDENT3$0
David J CorkinsTRUSTEE3$0
Robert J CampbellTRUSTEE3$0
Gil CaffrayTRUSTEE3$0
Joseph Y BaeTRUSTEE3$0
Christopher S AugusteTRUSTEE3$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202141339349305734_public.xml