Hale Education Inc

Nonprofit profile at a glance

EIN
042111550
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Westwood, MA, USA
Phone
7813261770
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Recreational Centers

Reported finances

Revenue
$5,797,569
Expenses
$7,002,852
Assets
$20,677,948
Liabilities
$6,839,472

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

26 people listed

Executive titles in this filing

  • ANDREW STAUBER (CO-VICE PRESIDENT)
  • TAMATHA BIBBO (PRESIDENT)
  • JACK SHARRY (CO-VICE PRESIDENT)
  • AARON MOREHOUSE (EXECUTIVE DIRECTOR)

Highest reported compensation

  • AARON MOREHOUSE (EXECUTIVE DIRECTOR): $237,620 total reported compensation
  • ERIC ARNOLD (SENIOR ADVISOR): $191,440 total reported compensation
  • ERICA PERNELL (DIRECTOR OF INTREPID ACADA): $130,524 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Hale believes nature, education and recreation inspire us to learn, empower us to lead, and challenge us all to create a world in which people, place, and purpose are united.

What it reported doing in 2025

Hale's programs focus on giving children, families and educators opportunities to be outside, active and reimagining how and where learning takes place. We use close to 1,200 acres of woodlands with ponds and trails as our classroom and inspiration for our work. During the traditional academic year, hale hosts close to 15,000 children through school partnership programs, conducts a semester school and long-term education programs that serve 200 students, and provides coaching, consulting and educational leadership courses for adults. In the summer, hale operates camps that serve approximately 4,000 children annually. In addition, we conduct family programs, events for the public and maintain 20 miles of trails for public access. Our camps and school programs provide services for children and families from over 75 communities.

Operating model

Revenue model
Earned-program. 64% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 70
  • Accountability: 100
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.2%; rating input score 89
  • Program expense ratio: 73.2%; rating input score 73
  • Fundraising efficiency: $3.35 raised per $1 spent on fundraising; rating input score 8; 8th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -20.8%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 2.95; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: 0.33; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 11.2%; rating input score 30; 30th percentile among comparable filings

Growth

  • Program expense growth: 8.4% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 8.5% per year; rating input score 100; 60th percentile among comparable filings
  • Asset growth: 8.8% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 89.2% of revenue deployed · 73.2% of spending went to programs
  • Governance: 21 of 21 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $5.1M in reported program spending
  • Leadership: top reported pay $238K · 26 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $375K reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 8/100.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.
  • Moderate — Sustainability: Officer compensation ratio scored 30/100.