Civic Intelligence

The Epiphany School Inc

EIN 04-3391788 • 501(c)3 • Dorchester, MA

Profile

Epiphany school is an independent, tuition free, middle school for children of economically disadvantaged families from boston neighborhoods. We admit children of diverse faiths, races, cultures, and cognitive profiles, believing in the episcopal tradition that we find god in and through each other's presence.epiphany's small classes, individual curricula, and extended school days provide rigorous academic, moral and social instruction. In close partnership with families, we are an innovative learning community that affords structured support to help students thrive. Together, we are a school that never gives up on a child. Epiphany challenges students to discover and develop the fullness of their individual gifts. We seek to prepare graduates who will contribute intelligently, morally, and actively to the society that they will inherit.

154 Centre StreetDorchester, MA 02124

www.epiphanyschool.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

20th percentile

$172,799

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

48%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Assets

Up

$54,854,615

Up $9,580,932 (+21%) from 2024

Liabilities

Up

$241,151

Up $45,011 (+23%) from 2024

Net Assets

Up

$54,613,464

Up $9,535,921 (+21%) from 2024

Revenue

Up

$16,159,298

Up $5,266,194 (+48%) from 2024

Expenses

Up

$9,117,302

Up $576,204 (+6.7%) from 2024

Net Income

Up

$7,041,996

Up $4,689,990 (+199%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $10,634,905Liabilities 2011: $423,185Net Assets 2011: $10,211,7202011Assets 2012: $10,994,403Liabilities 2012: $111,158Net Assets 2012: $10,883,2452012Assets 2013: $11,192,194Liabilities 2013: $105,964Net Assets 2013: $11,086,2302013Assets 2014: $17,978,454Liabilities 2014: $47,418Net Assets 2014: $17,931,0362014Assets 2015: $23,726,078Liabilities 2015: $85,099Net Assets 2015: $23,640,9792015Assets 2016: $26,271,509Liabilities 2016: $278,608Net Assets 2016: $25,992,9012016Assets 2017: $28,451,735Liabilities 2017: $1,653,085Net Assets 2017: $26,798,6502017Assets 2018: $31,377,416Liabilities 2018: $1,942,103Net Assets 2018: $29,435,3132018Assets 2019: $34,688,535Liabilities 2019: $3,261,160Net Assets 2019: $31,427,3752019Assets 2020: $32,664,105Liabilities 2020: $778,627Net Assets 2020: $31,885,4782020Assets 2021: $36,688,339Liabilities 2021: $171,597Net Assets 2021: $36,516,7422021Assets 2022: $35,518,377Liabilities 2022: $170,654Net Assets 2022: $35,347,7232022Assets 2023: $41,278,704Liabilities 2023: $120,068Net Assets 2023: $41,158,6362023Assets 2024: $45,273,683Liabilities 2024: $196,140Net Assets 2024: $45,077,5432024Assets 2025: $54,854,615Liabilities 2025: $241,151Net Assets 2025: $54,613,4642025

Highlighted filing

2025

Assets$54,854,615
Liabilities$241,151
Net Assets$54,613,464

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0Revenue 2011: $3,680,482Expenses 2011: $2,847,784Net Income 2011: $832,6982011Expenses 2012: $2,978,9362012Revenue 2013: $3,299,267Expenses 2013: $3,124,209Net Income 2013: $175,0582013Revenue 2014: $10,166,932Expenses 2014: $3,416,878Net Income 2014: $6,750,0542014Revenue 2015: $9,219,490Expenses 2015: $3,503,442Net Income 2015: $5,716,0482015Revenue 2016: $5,920,583Expenses 2016: $3,676,578Net Income 2016: $2,244,0052016Revenue 2017: $4,163,167Expenses 2017: $4,014,326Net Income 2017: $148,8412017Revenue 2018: $6,780,530Expenses 2018: $4,539,489Net Income 2018: $2,241,0412018Revenue 2019: $7,058,078Expenses 2019: $5,441,621Net Income 2019: $1,616,4572019Revenue 2020: $5,678,399Expenses 2020: $5,364,632Net Income 2020: $313,7672020Revenue 2021: $9,728,622Expenses 2021: $5,874,715Net Income 2021: $3,853,9072021Revenue 2022: $7,545,393Expenses 2022: $6,597,097Net Income 2022: $948,2962022Revenue 2023: $12,565,759Expenses 2023: $7,791,771Net Income 2023: $4,773,9882023Revenue 2024: $10,893,104Expenses 2024: $8,541,098Net Income 2024: $2,352,0062024Revenue 2025: $16,159,298Expenses 2025: $9,117,302Net Income 2025: $7,041,9962025

Highlighted filing

2025

Revenue$16,159,298
Expenses$9,117,302
Net Income$7,041,996

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.9$0.24$54.6$16.2$9.12$7.04
2024Detailed filing. Detailed filing data is available for this year.$45.3$0.20$45.1$10.9$8.54$2.35
2023Detailed filing. Detailed filing data is available for this year.$41.3$0.12$41.2$12.6$7.79$4.77
2022Detailed filing. Detailed filing data is available for this year.$35.5$0.17$35.3$7.55$6.60$0.95
2021Detailed filing. Detailed filing data is available for this year.$36.7$0.17$36.5$9.73$5.87$3.85
2020Detailed filing. Detailed filing data is available for this year.$32.7$0.78$31.9$5.68$5.36$0.31
2019Detailed filing. Detailed filing data is available for this year.$34.7$3.26$31.4$7.06$5.44$1.62
2018Detailed filing. Detailed filing data is available for this year.$31.4$1.94$29.4$6.78$4.54$2.24
2017Detailed filing. Detailed filing data is available for this year.$28.5$1.65$26.8$4.16$4.01$0.15
2016Detailed filing. Detailed filing data is available for this year.$26.3$0.28$26.0$5.92$3.68$2.24
2015Detailed filing. Detailed filing data is available for this year.$23.7$0.09$23.6$9.22$3.50$5.72
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.05$17.9$10.2$3.42$6.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.11$11.1$3.30$3.12$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.11$10.9$2.98
2011Summary only. Only limited summary data is available for this year.$10.6$0.42$10.2$3.68$2.85$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$16,470,927
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,867,690$28,618,319▲ $11,750,629
Land, Buildings, and Equipment, Net$18,346,022$17,719,988▼ $626,034
Cash and Non-Interest-Bearing Accounts$1,528,866$4,585,607▲ $3,056,741
Investments Other Securities$4,209,875--
Pledges and Grants Receivable$22,500$2,611,300▲ $2,588,800
Savings and Temporary Cash Investments$4,066,850$1,077,777▼ $2,989,073
Prepaid Expenses and Deferred Charges$231,880$241,624▲ $9,744
Total Assets$45,273,683$54,854,615▲ $9,580,932
Liabilities
Accounts Payable and Accrued Expenses$196,140$241,151▲ $45,011
Total Liabilities$196,140$241,151▲ $45,011
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$42,304,140$49,424,091▲ $7,119,951
Net Assets With Donor Restrictions$2,773,403$5,189,373▲ $2,415,970
Total Net Assets Fund Balance$45,077,543$54,613,464▲ $9,535,921
Total Liabilities and Net Assets / Fund Balance$45,273,683$54,854,615▲ $9,580,932

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,518,058$7,413,822$22,931,880
Land$2,072,192-$2,072,192
Equipment$49,182$885,365$934,547
Other Land Buildings$80,556$297,215$377,771

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$19,756,059$8,548,173▲ $3,202,545$641,593$30,814,951
2023$15,572,208$2,059,417▲ $2,159,567-$19,756,059
2022$11,258,697$2,983,779▲ $1,359,388-$15,572,208
2021$12,165,656$950,416▼ $1,826,376-$11,258,697
2020$6,423,202$3,961,894▲ $1,800,260-$12,165,656
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle SanchezPrincipalFT$171,015$10,729$181,744
Francis Penney IiiVice Principal, Facilities ManagerFT$131,814$29,064$160,878
Frances AbernethyCurriculum Director/dept CFT$113,806$28,084$141,890
Marilisa Gabresi-deleveauxDirector of Impact CenterFT$127,767$7,459$135,226
The Rev John H Finley IvHead of SchoolFT$69,723$64,512$134,235
Ab DeleveauxDirector of CultureFT$112,275$16,049$128,324
Barbara FletcherDirector of Finance and OperationsFT$101,998$14,635$116,633

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Resource ConsultingConsulting11 DRISCOLL STREET, Dorchester, MA 02124$159,000
Notre Dame Mission VolunteersAmericorp Program5401 LOCH RAVEN BLVD, Baltimore, MD 21239$146,657
Revenue and Support

Revenue Composition

Contributions and Grants
$15,114,710
Program Service Revenue
$482,207
Investment Income
$846,877
Other Revenue
$-284,496
All Other Contributions
$14,362,604
Change in Net Assets
$7,041,996

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded24$974,548Fair Market Value (FMV)
Other Non Cash Contri Table1$219,686Fair Market Value (FMV)
Food Inventory60,952$190,024Fair Market Value (FMV)
Other Non Cash Contri Table1$10,130Fair Market Value (FMV)
Other Non Cash Contri Table1$4,193Fair Market Value (FMV)
Total Noncash Contributions60,979$1,398,581-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,301,103
Revenue Not Reported on Financial Statements
$-141,805
Revenue Not Reported on Form 990
$2,558,565
Other Revenue Adjustments
$-192,038
Total Revenue per Audited Statements
$18,859,668
Total Revenue per Form 990
$16,159,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,137,634
Other Expenses$3,591,991
Total Fundraising Expense$959,416
Grants and Similar Amounts Paid$228,677
Professional Fundraising Fees$159,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,287,592$175,454$447,987$3,911,033
Depreciation Depletion$800,114$8,164$8,164$816,442
All Other Expenses$289,505$141,378$156,912$587,795
Other Employee Benefits$530,757$23,071$20,276$574,104
Occupancy$352,036$15,039$22,559$389,634
Payroll Taxes$242,633$21,875$26,018$290,526
Fees for Services Other$265,403--$265,403
Current Officers, Directors, Trustees, and Key Employees$42,480$140,785$77,881$261,146
Grants to Domestic Individuals$228,677--$228,677
Office Expenses$168,953$1,542-$170,495
Other Expenses$167,494$3,222$9,252$167,494
Fees for Services Professional Fundraising--$159,000$159,000
Fees for Services Legal-$117,758-$117,758
Pension Plan Contributions$87,633$7,113$6,079$100,825
Fees for Service Investment Mgmnt Fees-$50,233-$50,233
Fees for Services Accounting-$41,500-$41,500
Insurance$39,258--$39,258
Travel$22,643-$4,827$27,470
Total Functional Expenses$7,399,907$757,979$959,416$9,117,302

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,323,747
Expenses per Audited Statements$9,259,107
Total Expenses per Form 990$9,117,302
Expenses Not Reported on Form 990$64,640
Expenses Not Reported on Financial Statements$-141,805
Other Expense Adjustments$-192,038
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$311,629
Professional Fundraising Fees$159,000
Fundraising Gross Income$23,533

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2025 Gala$657,176$23,533$174,495$-150,962
Total Events$657,176$23,533$311,629$-288,096
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is provided to the finance committee, audit and risk committee, and the board prior to filing the return.

Form 990, Part VI, Section B, Line 12C

Each year the school sends and collects conflict of interest forms to all officers and directors. The forms are presented and completed at a scheduled meeting.

Form 990, Part VI, Section B, Line 15

An evaluation committee, who has outside expertise in the area, meets periodically, reviews the head of school based on established goals, considers comparable data to ensure compensation is reasonable given the job and through deliberations reports their recommendations to the board. The board minutes reflect these discussions.

Form 990, Part VI, Section C, Line 19

Epiphany school makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Epiphany School Inc
EIN
04-3391788
Phone
6173260425
Address
154 CENTRE STREET, DORCHESTER, MA 02124

Signing Officer

Name
John H Finley Iv
Title
Head of School
Phone
6173260425
Signed
2025-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John H Finley Iv
Formed
1998
Legal Domicile
Ma
Voting Board Members
26
Independent Board Members
26
Employees
94
Volunteers
96

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Thomas F Muldoon CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

Epiphany is an independent school for children of economically disadvantaged families, with scholarships for all. We admit children of diverse faiths, races, cultures, and cognitive profiles, believing in the episcopal tradition that we find god in and through each other. In close partnership with families and community partners, we are an innovative learning community. We offer structured support to enable children to discover and develop the fullness of their individual gifts and to help their families thrive. Our early learning center serves infants, toddlers and preschoolers through a rich, child-centered curriculum and whole-family program model to ensure kindergarten readiness and family self-sufficiency. Our middle school offers small classes, individualized curricula, and extended hours providing rigorous academic, moral and social instruction to children in grades five through eight. Our graduate support program provides abiding educational, personal and career guidance and assistance to our graduates, ensuring they are prepared to contribute intelligently, morally, and actively to the society they will inherit. Our teacher training program supports aspiring urban teachers, including many of our own graduates. Our impact center shares best practices to improve educational outcomes on a broad scale. Together we are a school that never gives up on a child.

FORM 990, PART XII, LINE 2C:

A separate audit and risk committee, comprised of three members, was formed by the board of trustees. This committee is responsible for selecting an independent accounting firm and overseeing the audit process each year, which includes reviewing the audited financial statements and having a separate conversation with the auditor about the results of the audit.

Financial Statement Notes

PART X, LINE 2:

The school accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. The school has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at june 30, 2025. The school's information returns are subject to examination by the federal and state jurisdictions and generally remain open for the most recent three years.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising event expenses -311,628. Capital campaign expenses 119,590.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Fundraising event expenses -311,628. Capital campaign expenses 119,590.

Raw XML AppendixShowing 400 of 822 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.

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