Civic Intelligence

Milton Academy

990T • Fiscal year 2021 • EIN 04-2103603

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

170 Centre StreetMilton, MA 02186

(617) 898-1798

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $286,388,266Liabilities 2011: $60,280,966Net Assets 2011: $226,107,3002011Assets 2012: $272,239,145Liabilities 2012: $60,073,758Net Assets 2012: $212,165,3872012Assets 2013: $293,266,405Liabilities 2013: $58,696,948Net Assets 2013: $234,569,4572013Assets 2014: $336,111,422Liabilities 2014: $59,190,119Net Assets 2014: $276,921,3032014Assets 2015: $352,692,132Liabilities 2015: $58,717,035Net Assets 2015: $293,975,0972015Assets 2016: $341,822,360Liabilities 2016: $57,891,712Net Assets 2016: $283,930,6482016Assets 2017: $377,680,820Liabilities 2017: $59,715,390Net Assets 2017: $317,965,4302017Assets 2018: $406,699,265Liabilities 2018: $61,088,581Net Assets 2018: $345,610,6842018Assets 2019: $406,482,319Liabilities 2019: $58,694,539Net Assets 2019: $347,787,7802019Assets 2020: $434,577,806Liabilities 2020: $70,983,088Net Assets 2020: $363,594,7182020Assets 2021: $512,730,465Liabilities 2021: $73,436,645Net Assets 2021: $439,293,8202021Assets 2022: $483,505,608Liabilities 2022: $71,702,228Net Assets 2022: $411,803,3802022Assets 2023: $514,718,965Liabilities 2023: $86,152,618Net Assets 2023: $428,566,3472023Assets 2024: $536,905,318Liabilities 2024: $83,917,414Net Assets 2024: $452,987,9042024

Latest loaded filing

2024

Assets$536,905,318
Liabilities$83,917,414
Net Assets$452,987,904

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2011: $72,309,351Expenses 2011: $60,436,114Net Income 2011: $11,873,2372011Expenses 2012: $61,139,7052012Revenue 2013: $59,065,747Expenses 2013: $62,831,670Net Income 2013: -$3,765,9232013Revenue 2014: $74,010,816Expenses 2014: $65,064,175Net Income 2014: $8,946,6412014Revenue 2015: $82,529,930Expenses 2015: $67,126,054Net Income 2015: $15,403,8762015Revenue 2016: $76,519,464Expenses 2016: $70,140,001Net Income 2016: $6,379,4632016Revenue 2017: $93,596,764Expenses 2017: $73,849,053Net Income 2017: $19,747,7112017Revenue 2018: $87,947,597Expenses 2018: $77,576,701Net Income 2018: $10,370,8962018Revenue 2019: $89,874,906Expenses 2019: $78,797,388Net Income 2019: $11,077,5182019Revenue 2020: $105,691,036Expenses 2020: $80,690,297Net Income 2020: $25,000,7392020Revenue 2021: $105,004,685Expenses 2021: $83,560,459Net Income 2021: $21,444,2262021Revenue 2022: $116,547,638Expenses 2022: $90,543,037Net Income 2022: $26,004,6012022Revenue 2023: $86,198,742Expenses 2023: $95,321,635Net Income 2023: -$9,122,8932023Revenue 2024: $94,499,564Expenses 2024: $103,194,184Net Income 2024: -$8,694,6202024

Latest loaded filing

2024

Revenue$94,499,564
Expenses$103,194,184
Net Income-$8,694,620
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

Milton academy cultivates in its students a passion for learning and a respect for others. Embracing diversity and the pursuit of excellence, we create a community in which individuals develop competence, confidence and character. See schedule o for full description.milton academy cultivates in its students a passion for learning and a respect for others. Embracing diversity and the pursuit of excellence, we create a community in which individuals develop competence, confidence and character. Our active learning environment, in and out of the classroom, develops creative and critical thinkers, unafraid to express their ideas, prepared to seek meaningful lifetime success and to live by our motto, "dare to be true."

Filing and Contact Details

Filer

Filer Name
Milton Academy
EIN
04-2103603
Phone
6178981798
Address
170 CENTRE STREET, MILTON, MA 02186

Signing Officer

Name
Heidi Vanderbilt-brown
Title
CFO & COO
Phone
6178981798
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Craig Klein
Phone
6177610600
Raw XML Appendix154 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt031440
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt031440
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-15955
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt047395
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-15955
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt060045
IRS1120ScheduleD/UnusedCapitalLossCarryoverAmt012650
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt050
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-17263
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-15
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt31273
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0BAUPOST VALUE PARTNERS, LP-IV
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1GSO CREDIT ALPHA FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2ENDOWMENT VENTURE PARTNERS V, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3BAIN CAPITAL PUBLIC EQUITY GLOBAL LONG E
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-15955
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02282
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt12102
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt211063
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt344598
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0BAUPOST VALUE PARTNERS, LP-IV
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1MSD PRIVATE CREDIT OPPORTUNITY FUND II
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2GSO CREDIT ALPHA FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3BAIN CAPITAL PUBLIC EQUITY GLOBAL LONG E
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt060045
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0EDWARD DONAHUE
IRS990T/BooksInCareOfDetail/PhoneNum06178982280
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0170 CENTRE STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MILTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0021863397
IRS990T/BookValueAssetsEOYAmt0512730465
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt02000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0SECTION 1.263 (A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONMILTON ACADEMY170 CENTRE STREETMILTON, MA 02186EMPLOYER IDENTIFICATION NUMBER: 04-2103603FOR THE YEAR ENDING JUNE 30, 2021MILTON ACADEMY IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990T/ItmzdSupplementalInfoGrp/LineNum0V
IRS990T/ItmzdSupplementalInfoGrp/PartNum0PART
IRS990T/NetOperatingLossDeductionAmt083192
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt01941
IRS990T/OverpaymentSection/OverpaymentAmt01941
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt04163
IRS990TScheduleA/CapitalGainNetIncomeAmt031440
IRS990TScheduleA/EmployeeBenefitProgramAmt02451
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt147166
IRS990TScheduleA/OtherDeductionsAmt06185
IRS990TScheduleA/OtherIncomeAmt06374
IRS990TScheduleA/OtherIncomeAmt18716
IRS990TScheduleA/PrincipalBusinessActivityCd0713940
IRS990TScheduleA/PrincipalBusinessActivityCd1523000
IRS990TScheduleA/SalariesAndWagesAmt032033
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt040669
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-7685
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0118994
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt06374
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1151465
IRS990TScheduleA/TotUnrltTrdBusIncmAmt06374
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1151465
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL OF ATHLETIC FACILITIES
IRS990TScheduleA/TradeOrBusinessDesc1REVENUE FROM LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-34295
IRS990TScheduleA/UBIBeforeNOLDedAmt1151465
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-34295
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1104299
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt04222
IRS990T/TaxLessCreditsAmt04222
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt06163
IRS990T/TotalTaxAmt04222
IRS990T/TotalTaxComputationAmt04222
IRS990T/TotalUBTIAmt020107
IRS990T/TotalUBTIBeforeNOLSpecificAmt0104299
IRS990T/TotalUBTIBeforeSection199AAmt021107
IRS990T/TotalUBTIComputedAmt0104299
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI VANDERBILT-BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum06178981798
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0042103603
ReturnHeader/Filer/PhoneNum06178981798
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 CENTRE STREET
ReturnHeader/Filer/USAddress/CityNm0MILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06177610600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG KLEIN
ReturnHeader/ReturnTs02022-05-16T13:01:28-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEIDI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VANDERBILT-BROWN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$537$83.9$453$94.5$103$8.69
2023Detailed filing. Detailed filing data is available for this year.$515$86.2$429$86.2$95.3$9.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$484$71.7$412$117$90.5$26.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$513$73.4$439$105$83.6$21.4
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$435$71.0$364$106$80.7$25.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$406$58.7$348$89.9$78.8$11.1
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$407$61.1$346$87.9$77.6$10.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$378$59.7$318$93.6$73.8$19.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$342$57.9$284$76.5$70.1$6.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$353$58.7$294$82.5$67.1$15.4
2014Detailed filing. Detailed filing data is available for this year.$336$59.2$277$74.0$65.1$8.95
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$293$58.7$235$59.1$62.8$3.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$272$60.1$212$61.1
2011Summary only. Only limited summary data is available for this year.$286$60.3$226$72.3$60.4$11.9