THE MAY INSTITUTE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MAY INSTITUTE INC (EIN 04-2197449)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-04
- IRS object ID
- 202430649349301423
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-04T15:50:25-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042197449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAY INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYI | BusinessNameControlTxt |
| Phone | 7814400400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 PACELLA PARK DRIVE | AddressLine1Txt |
| City | RANDOLPH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02368 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL TOBIN | PersonNm |
| Person Title | TREASURER AND CFO | PersonTitleTxt |
| Phone | 7814400400 | PhoneNum |
| Signature | 2024-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | TOBIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2024-03-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAUREN C SOLOTAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 PACELLA PARK DRIVE | AddressLine1Txt |
| City | RANDOLPH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02368 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $150,095,239 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MAYINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | MAY INSTITUTE PROUDLY SERVES INDIVIDUALS ACROSS THE LIFESPAN (SEE SCHEDULE O)WITH AUTISM, DEVELOPMENTAL DISABILITIES, INTELLECTUAL DISABILITIES, NEUROLOGICAL DISORDERS, AND BEHAVIOR DISORDERS TO PROMOTE INDEPENDENCE, CHOICE, DIGNITY, AND RESPECT. WE PROVIDE COMPASSIONATE AND CARING EDUCATIONAL, THERAPEUTIC, HABILITATIVE, AND CONSULTING SERVICES GROUNDED IN EVIDENCE-BASED PRACTICE.MAY INSTITUTE IS COMMITTED TO EXCELLENCE IN SPECIALIZED SERVICES THROUGH TRAINING, RESEARCH, AND THE HIGHEST LEVEL OF PROFESSIONAL EXPERTISE TO MEET THE BROAD RANGE OF NEEDS IN INDIVIDUALS, FAMILIES, SCHOOLS, AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2429 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,111,735 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,961,092 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $138,976,747 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $139,581,349 | CYProgramServiceRevenueAmt |
| PY Investment Income | $774,227 | PYInvestmentIncomeAmt |
| CY Investment Income | $608,604 | CYInvestmentIncomeAmt |
| PY Other Revenue | $71,471 | PYOtherRevenueAmt |
| CY Other Revenue | $774,203 | CYOtherRevenueAmt |
| PY Total Revenue | $141,934,180 | PYTotalRevenueAmt |
| CY Total Revenue | $142,925,248 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $112,616,610 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $114,621,232 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $450,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,453,278 | PYOtherExpensesAmt |
| CY Other Expenses | $26,305,784 | CYOtherExpensesAmt |
| PY Total Expenses | $137,069,888 | PYTotalExpensesAmt |
| CY Total Expenses | $140,927,016 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,864,292 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,998,232 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,888,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,707,894 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,621,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,286,734 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,266,381 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,421,160 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MAY INSTITUTE PROUDLY SERVES INDIVIDUALS ACROSS THE LIFESPAN WITH AUTISM, DEVELOPMENTAL DISABILITIES, INTELLECTUAL DISABILITIES, NEUROLOGICAL DISORDERS, AND BEHAVIOR DISORDERS TO PROMOTE INDEPENDENCE, CHOICE, DIGNITY, AND RESPECT. SEE SCHEDULE O.WE PROVIDE COMPASSIONATE AND CARING EDUCATIONAL, THERAPEUTIC, HABILITATIVE, AND CONSULTING SERVICES GROUNDED IN EVIDENCE-BASED PRACTICE.MAY INSTITUTE IS COMMITTED TO EXCELLENCE IN SPECIALIZED SERVICES THROUGH TRAINING, RESEARCH, AND THE HIGHEST LEVEL OF PROFESSIONAL EXPERTISE TO MEET THE BROAD RANGE OF NEEDS IN INDIVIDUALS, FAMILIES, SCHOOLS, AND COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $59,871,278 | ExpenseAmt |
| Revenue | $66,574,194 | RevenueAmt |
| Desc | OUR CENTERS IN MASSACHUSETTS OFFER A WIDE RANGE OF COMMUNITY-BASED PROGRAMS FOR ADULTS WITH AUTISM SPECTRUM DISORDER AND OTHER DEVELOPMENTAL DISABILITIES, ALL BASED ON APPLIED BEHAVIOR ANALYTIC (ABA) INTERVENTIONS. SERVICES INCLUDE RESIDENTIAL GROUP HOMES, SUPPORTED LIVING APARTMENTS, SHARED LIVING OPPORTUNITIES, AND DAY HABILITATION CENTERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,932,341 | ExpenseAmt |
| Revenue | $63,631,389 | RevenueAmt |
| Desc | MAY INSTITUTE IS ONE OF THE LARGEST PROVIDERS IN THE COMMONWEALTH OF MASSACHUSETTS OF PRIVATE SPECIAL EDUCATION SCHOOLS SPECIFICALLY SERVING CHILDREN, ADOLESCENTS, AND YOUNG ADULTS WITH AUTISM SPECTRUM DISORDER (ASD), DEVELOPMENTAL DISABILITIES, BRAIN INJURY, AND NEUROBEHAVIORAL DISORDERS. ALL OUR MAY CENTER SCHOOLS OFFER FULL-DAY, YEAR-ROUND EDUCATIONAL SERVICES BASED ON BEST PRACTICES FROM THE FIELDS OF APPLIED BEHAVIOR ANALYSIS (ABA) AND SPECIAL EDUCATION. STUDENTS RECEIVE HIGHLY INDIVIDUALIZED BEHAVIORAL, ACADEMIC, AND VOCATIONAL PROGRAMMING. THEY ARE SURROUNDED BY CARING, HIGHLY TRAINED PROFESSIONALS SEEKING TO IMPROVE THE QUALITY OF LIFE OF THE INDIVIDUALS IN THEIR CARE.OUR FOUR MAY CENTER SCHOOLS FOR AUTISM AND DEVELOPMENTAL DISABILITIES IN MASSACHUSETTS ARE CHAPTER 766-APPROVED PRIVATE SCHOOLS THAT FOCUS ON BUILDING COMMUNICATION, SOCIAL, BEHAVIORAL, VOCATIONAL, AND ACADEMIC SKILLS. WE BASE OUR PROGRAMS ON ABA, WHICH HAS BEEN SHOWN THROUGH HUNDREDS OF SCIENTIFIC STUDIES TO BE THE MOST EFFECTIVE METHOD TO TEACH CHILDREN AND ADOLESCENTS WITH AUTISM AND OTHER DEVELOPMENTAL DISABILITIES.OUR MAY CENTER SCHOOL FOR BRAIN INJURY AND NEUROBEHAVIORAL DISORDERS IN MASSACHUSETTS SERVES STUDENTS WITH A BROAD RANGE OF NEUROBEHAVIORAL CHALLENGES. THESE INCLUDE BRAIN INJURY, GENETIC OR CHROMOSOMAL DISORDERS, SEIZURE DISORDERS, MOOD DISORDERS, AND INTELLECTUAL AND NEURODEVELOPMENTAL DISORDERS. THE SCHOOL IS ONE OF ONLY A HANDFUL OF PEDIATRIC PROGRAMS IN THE U.S. THAT FOCUS ON BOTH EDUCATION AND REHABILITATION. ABOUT HALF OF THE STUDENTS WHO ATTEND TWO OF OUR SCHOOLS (IN RANDOLPH AND NORWOOD, MA) ALSO RECEIVE RESIDENTIAL SERVICES THROUGH COMMUNITY-BASED GROUP HOMES. THESE SERVICES FOCUS ON HELPING CHILDREN AND ADOLESCENTS STRENGTHEN AND GENERALIZE INDEPENDENT LIVING SKILLS, AND ARE DESIGNED IN ACCORDANCE WITH EACH CHILD'S INDIVIDUALIZED EDUCATIONAL PLAN. OUR HIGHLY SKILLED STAFF PROVIDE 24-HOUR SUPPORT AND SUPERVISION TO ENSURE THAT EACH CHILD'S UNIQUE NEEDS ARE MET. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,412,436 | ExpenseAmt |
| Revenue | $9,555,579 | RevenueAmt |
| Desc | OUR CENTERS OFFER HOME-BASED AND CENTER-BASED APPLIED BEHAVIOR ANALYSIS (ABA) THERAPY FOR CHILDREN AND ADOLESCENTS WITH AUTISM SPECTRUM DISORDER (ASD) AND A RANGE OF SPECIAL NEEDS. HOME-BASED CONSULTATION AND EARLY INTERVENTION PROGRAMS HELP FAMILIES DEVELOP EFFECTIVE STRATEGIES TO SUPPORT THEIR CHILDREN'S DEVELOPMENT IN THE HOME AND COMMUNITY. MAY CENTERS ALSO PROVIDE CONSULTATION AND PROFESSIONAL DEVELOPMENT TO PUBLIC SCHOOL SYSTEMS TO ENHANCE SERVICES FOR STUDENTS WITH LEARNING, COGNITIVE, AND BEHAVIORAL CHALLENGES. WE ALSO PROVIDE TECHNICAL ASSISTANCE AND CONSULTATION TO IMPLEMENT SCHOOL-WIDE POSITIVE BEHAVIORAL INTERVENTIONS AND SUPPORTS (PBIS), PROMOTING STUDENT ACHIEVEMENT BY IMPROVING THE SCHOOL'S BEHAVIORAL CLIMATE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,335,009 | ExpenseAmt |
| Revenue | $109,905 | RevenueAmt |
| Desc | THE CENTER PROVIDES CUSTOMIZABLE ONSITE AND REMOTE TRAINING AND CONSULTATION SERVICES FOR PARENTS AND PROFESSIONALS FOCUSED ON ASD AND OTHER DEVELOPMENTAL DISABILITIES. WE ALSO OFFER TECHNICAL ASSISTANCE TO GOVERNMENTAL AGENCIES REGARDING SYSTEMS OF CARE, INCLUDING DIAGNOSIS, TREATMENT, AND OPERATIONAL MANAGEMENT OF SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,335,009 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $109,905 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $126,551,064 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 94 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2429 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL TOBIN | PersonNm |
| Phone | 7814400400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 PACELLA PARK DRIVE | AddressLine1Txt |
| City | RANDOLPH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02368 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARY LOU MALONEY | |||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NEAL TODRYS | |||||||||
| CHAIRPERSON, DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD WICHMANN | |||||||||
| VICE CHAIRPERSON, ASST. TR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LEE ANN FATALO | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN GOLDBERG | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY NAGER | |||||||||
| SECRETARY, DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARTHA SLOAN FELCH | |||||||||
| DIRECTOR (UNTIL 9/22) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT YELTON | |||||||||
| DIRECTOR (UNTIL 9/22) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOCELYN FREDERICK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN KATZ | |||||||||
| DIRECTOR (UNTIL 9/22) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MURPHY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DON RICCIATO | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Q SOPHIE YANG | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN YOUNG | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN ZORTMAN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER FARRELL | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RIEDERS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IKECHUKWU OKONKWO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN C SOLOTAR | |||||||||
| PRESIDENT AND CEO | 40.00 | 13.00 | $525,341 | $0 | $123,088 | Yes (X) | |||
| KELLI LEAHY | |||||||||
| ASSISTANT SECRETARY (UNTIL 12/24/22) | 40.00 | 9.00 | $74,790 | $0 | $12,269 | Yes (X) | |||
| MICHAEL TOBIN | |||||||||
| TREASURER, CFO | 40.00 | 11.00 | $316,306 | $0 | $23,333 | Yes (X) | |||
| HEATHER BOMBARDI | |||||||||
| ASSISTANT SECRETARY (AS OF 6/9/23) | 40.00 | 9.00 | $0 | $0 | $0 | Yes (X) | |||
| DEBRA BLAIR | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 11.00 | $397,461 | $0 | $64,713 | Yes (X) | |||
| PAMELA RAYMOND | |||||||||
| EVP, EDUCATIONAL SERVICES | 40.00 | 0.00 | $221,950 | $0 | $24,635 | Yes (X) | |||
| BRIAN CARBONE | |||||||||
| VP ADULT SERVICES | 40.00 | 0.00 | $230,818 | $0 | $34,314 | Yes (X) | |||
| ROBERT PUTNAM | |||||||||
| EVP OF PBIS | 40.00 | 0.00 | $203,210 | $0 | $28,462 | Yes (X) | |||
| IVY CHONG | |||||||||
| SR.VP OF HSCB (UNTIL 5/13/23) | 40.00 | 0.00 | $230,154 | $0 | $22,191 | Yes (X) | |||
| THOMAS STANTON | |||||||||
| SENIOR VP OF ADULT SERVICES | 40.00 | 0.00 | $236,303 | $0 | $26,696 | Yes (X) | |||
| JANET MERCIER | |||||||||
| SVP HUMAN RESOURCES | 40.00 | 0.00 | $211,662 | $0 | $12,980 | Yes (X) | |||
| JENNIFER ZARCONE | |||||||||
| CHIEF CLINICAL OFFICER | 40.00 | 0.00 | $239,474 | $0 | $10,471 | Yes (X) | |||
| ELEMI OJEIKERE | |||||||||
| DAY HAB SERVICE MANAGER | 40.00 | 0.00 | $228,804 | $0 | $26,171 | Yes (X) | |||
| SAMSON KALEMA | |||||||||
| RESIDENTIAL PROGRAM COORDINATOR | 40.00 | 0.00 | $196,056 | $0 | $11,494 | Yes (X) | |||
| ABDULAI BANGURA | |||||||||
| DAYHAB -DEVELOPMENTAL SPECIALIST | 40.00 | 0.00 | $196,016 | $0 | $11,135 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,508,345 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $431,952 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 147 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CERIDIAN HCM INC | |||||
| PO BOX 772830 | CHICAGO | IL | 60677 | PAYROLL SERVICES | $503,314 |
| BENEFIT STRATEGIES LLC | |||||
| PO BOX 1660 | MANCHESTER | NH | 03105 | EMPLOYEE BENEFITS | $398,566 |
| ENHANCED PSYCHIATRIC SERVICES LLC | |||||
| 16 CONVERSE AVENUE | NEWTON | MA | 02458 | BEHAVIORAL HEALTH | $194,784 |
| CBIZ MHM LLC | |||||
| 500 BOYLSTON STREET | BOSTON | MA | 02176 | AUDITORS | $145,835 |
| CENTRAL REACH LLC | |||||
| PO BOX 5430 | LIGHTHOUSE POINT | FL | 33064 | SYSTEMS CONSULTANTS | $136,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $340,458 | FundraisingAmt |
| All Other Contributions | $1,620,634 | AllOtherContributionsAmt |
| Total Contributions | $1,961,092 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 900099 | $64,091,862 | $64,091,862 |
| TUITION REVENUE | 611600 | $55,313,799 | $55,313,799 |
| THIRD PARTY INSURANCE | 621400 | $15,618,007 | $15,618,007 |
| CONSUMER REVENUE | 900099 | $3,372,209 | $3,372,209 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,185,472 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,185,472 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $139,581,349 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $531,310 | TotalRevenueColumnAmt |
| Exclusion | $531,310 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,817,888 | SecuritiesAmt |
| Other | $331,475 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,885,228 | SecuritiesAmt |
| Other | $186,841 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$67,340 | SecuritiesAmt |
| Other | $144,634 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,294 | TotalRevenueColumnAmt |
| Exclusion | $77,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,452 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $340,458 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $97,922 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,470 | TotalRevenueColumnAmt |
| Exclusion | -$85,470 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $859,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $289,718 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $569,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $859,673 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,925,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,871,067 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,093,089 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,723,451 | TotalAmt |
| Program Services | $1,071,731 | ProgramServicesAmt |
| Management And General | $1,651,720 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,254,835 | TotalAmt |
| Program Services | $86,418,530 | ProgramServicesAmt |
| Management And General | $7,551,271 | ManagementAndGeneralAmt |
| Fundraising | $285,034 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $997,241 | TotalAmt |
| Program Services | $725,359 | ProgramServicesAmt |
| Management And General | $267,889 | ManagementAndGeneralAmt |
| Fundraising | $3,993 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,490,783 | TotalAmt |
| Program Services | $8,476,404 | ProgramServicesAmt |
| Management And General | $987,473 | ManagementAndGeneralAmt |
| Fundraising | $26,906 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,154,922 | TotalAmt |
| Program Services | $6,513,999 | ProgramServicesAmt |
| Management And General | $620,879 | ManagementAndGeneralAmt |
| Fundraising | $20,044 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,631 | TotalAmt |
| Program Services | $8,561 | ProgramServicesAmt |
| Management And General | $45,070 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,074 | TotalAmt |
| Management And General | $164,074 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,694 | TotalAmt |
| Program Services | $5,761 | ProgramServicesAmt |
| Management And General | $21,383 | ManagementAndGeneralAmt |
| Fundraising | $2,550 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,225 | TotalAmt |
| Program Services | $345,489 | ProgramServicesAmt |
| Management And General | $81,061 | ManagementAndGeneralAmt |
| Fundraising | $6,675 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,473 | TotalAmt |
| Program Services | $745,828 | ProgramServicesAmt |
| Management And General | $355,409 | ManagementAndGeneralAmt |
| Fundraising | $26,236 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,928,948 | TotalAmt |
| Program Services | $10,148,544 | ProgramServicesAmt |
| Management And General | $774,715 | ManagementAndGeneralAmt |
| Fundraising | $5,689 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,317 | TotalAmt |
| Program Services | $235,088 | ProgramServicesAmt |
| Management And General | $98,244 | ManagementAndGeneralAmt |
| Fundraising | $985 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,729 | TotalAmt |
| Program Services | $97,971 | ProgramServicesAmt |
| Management And General | $37,508 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,051 | TotalAmt |
| Program Services | $766,516 | ProgramServicesAmt |
| Management And General | $159,944 | ManagementAndGeneralAmt |
| Fundraising | $4,591 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,428,749 | TotalAmt |
| Program Services | $1,898,564 | ProgramServicesAmt |
| Management And General | $525,594 | ManagementAndGeneralAmt |
| Fundraising | $4,591 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIETARY EXPENSES | $2,013,813 | $1,972,952 | $40,710 | $151 |
| SUPPLIES | $1,437,680 | $1,418,877 | $18,732 | $71 |
| RECRUIT,TRAINING,RETENT | $904,953 | $743,028 | $161,885 | $40 |
| DUES AND SUBSCRIPTIONS | $141,827 | $50,595 | $89,580 | $1,652 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,240,620 | TotalAmt |
| Program Services | $4,907,267 | ProgramServicesAmt |
| Management And General | $271,944 | ManagementAndGeneralAmt |
| Fundraising | $61,409 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,927,016 | TotalAmt |
| Program Services | $126,551,064 | ProgramServicesAmt |
| Management And General | $13,925,085 | ManagementAndGeneralAmt |
| Fundraising | $450,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,093,221 | BOYAmt |
| EOY | $13,131,129 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,643 | BOYAmt |
| EOY | $757,800 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,772 | BOYAmt |
| EOY | $210,870 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,462,067 | BOYAmt |
| EOY | $10,464,478 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,418 | BOYAmt |
| EOY | $585,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,561,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,346,113 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,984,773 | BOYAmt |
| EOY | $37,215,833 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,769,726 | BOYAmt |
| EOY | $14,207,621 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,652,579 | BOYAmt |
| EOY | $24,134,679 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,888,199 | BOYAmt |
| EOY | $100,707,894 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,752,886 | BOYAmt |
| EOY | $8,039,536 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,239,807 | BOYAmt |
| EOY | $2,156,649 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,073,647 | BOYAmt |
| EOY | $29,281,446 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,643 | BOYAmt |
| EOY | $757,800 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,426 | BOYAmt |
| EOY | $801,505 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,872,409 | BOYAmt |
| EOY | $23,249,798 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,621,818 | BOYAmt |
| EOY | $64,286,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,243,760 | BOYAmt |
| EOY | $36,394,839 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,621 | BOYAmt |
| EOY | $26,321 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,266,381 | BOYAmt |
| EOY | $36,421,160 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,888,199 | BOYAmt |
| EOY | $100,707,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,998,232 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,231,547 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$75,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,060,052 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $99,391 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,159,443 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,203,071 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$143,019 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,060,052 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,065,422 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $137,649 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,203,071 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,023,825 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $41,597 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,065,422 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $960,178 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,647 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,023,825 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00100 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,280,061 | OtherCostOrOtherBasisAmt |
| Book Value | $10,280,061 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,958,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,641,844 | DepreciationAmt |
| Book Value | $18,316,657 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,067,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,942,421 | DepreciationAmt |
| Book Value | $6,124,817 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,347,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,412,375 | DepreciationAmt |
| Book Value | $934,849 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,908,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,349,473 | DepreciationAmt |
| Book Value | $1,559,449 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,215,833 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $252,954 |
| OTHER ASSETS | $2,281,119 |
| DUE FROM AFFILIATES | $3,914,861 |
| RIGHT OF USE FINANCE LEASE ASSETS | $814,041 |
| RIGHT OF USE OPERATING LEASE ASSETS | $16,871,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,134,679 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $2,937,779 |
| OTHER LIABILITIES | $3,031,196 |
| RIGHT OF USE FINANCE LEASE LIABILITIES | $821,835 |
| RIGHT OF USE OPERATING LEASE LIABILITIES | $16,458,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,249,798 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $144,254,717 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,231,547 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $97,922 | OtherRevenueAmt |
| Revenue Not Reported | $1,329,469 | RevenueNotReportedAmt |
| Revenue Subtotal | $142,925,248 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $142,925,248 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $141,024,938 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $97,922 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $97,922 | ExpensesNotReportedAmt |
| Expenses Subtotal | $140,927,016 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $140,927,016 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE MAY INSTITUTE ACTS AS A REP PAYEE FOR SOME OF ITS CLIENTS/STUDENT FUNDS, THE MAY INSTITUTE RECEIVES FUNDS AND MAKES DISBURSEMENTS ON BEHALF OF SOME CLIENTS AND STUDENTS. |
| PART V, LINE 4: | TO BE HELD FOR INVESTMENT |
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION AS TO WHAT INCOME IS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. CERTAIN ACTIVITIES OF EXEMPT ORGANIZATIONS UNRELATED TO THEIR MISSION MAY GENERATE INCOME THAT IS SUBJECT TO FEDERAL AND STATE TAXATION AS UNRELATED BUSINESS INCOME. AS THE ORGANIZATION'S UNRELATED BUSINESS INCOME IS DE MINIMIS, MANAGEMENT HAS CONCLUDED THAT DISCLOSURES RELATED TO TAX PROVISIONS ARE NOT NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE NETTED AGAINST REV 97,922. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE NETTED AGAINST REV 97,922. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THROUGH BROCHURES, PAMPHLETS AND AN ANNUAL PUBLICATION IN AREA NEWSPAPER AS A MEMBER OF MASSACHUSETTS ASSOCIATION OF 766 APPROVED PRIVATE SCHOOLS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOPE & POSSIBILITY EVENT | Event1Nm |
| Gross Receipts Event1 | $352,910 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $340,458 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,452 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,284 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $42,304 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $35,334 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $352,910 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $340,458 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,452 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,284 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,304 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,334 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $97,922 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$85,470 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAUREN C SOLOTAR | ||||||||||||||
| PRESIDENT AND CEO | $468,169 | $0 | $44,871 | $0 | $12,301 | $0 | $103,219 | $0 | $19,869 | $0 | $648,429 | $0 | $0 | $0 |
| DEBRA BLAIR | ||||||||||||||
| CHIEF OPERATING OFFICER | $353,968 | $0 | $33,213 | $0 | $10,280 | $0 | $64,713 | $0 | $0 | $0 | $462,174 | $0 | $0 | $0 |
| MICHAEL TOBIN | ||||||||||||||
| TREASURER, CFO | $280,599 | $0 | $27,000 | $0 | $8,707 | $0 | $5,714 | $0 | $17,619 | $0 | $339,639 | $0 | $0 | $0 |
| BRIAN CARBONE | ||||||||||||||
| VP ADULT SERVICES | $190,892 | $0 | $29,250 | $0 | $10,676 | $0 | $8,864 | $0 | $25,450 | $0 | $265,132 | $0 | $0 | $0 |
| THOMAS STANTON | ||||||||||||||
| SENIOR VP OF ADULT SERVICES | $192,369 | $0 | $29,250 | $0 | $14,684 | $0 | $7,761 | $0 | $18,935 | $0 | $262,999 | $0 | $0 | $0 |
| ELEMI OJEIKERE | ||||||||||||||
| DAY HAB SERVICE MANAGER | $228,704 | $0 | $0 | $0 | $100 | $0 | $4,752 | $0 | $21,419 | $0 | $254,975 | $0 | $0 | $0 |
| IVY CHONG | ||||||||||||||
| SR.VP OF HSCB (UNTIL 5/13/23) | $194,401 | $0 | $30,000 | $0 | $5,753 | $0 | $3,475 | $0 | $18,716 | $0 | $252,345 | $0 | $0 | $0 |
| JENNIFER ZARCONE | ||||||||||||||
| CHIEF CLINICAL OFFICER | $217,137 | $0 | $15,000 | $0 | $7,337 | $0 | $3,308 | $0 | $7,163 | $0 | $249,945 | $0 | $0 | $0 |
| PAMELA RAYMOND | ||||||||||||||
| EVP, EDUCATIONAL SERVICES | $183,004 | $0 | $28,170 | $0 | $10,776 | $0 | $7,536 | $0 | $17,099 | $0 | $246,585 | $0 | $0 | $0 |
| ROBERT PUTNAM | ||||||||||||||
| EVP OF PBIS | $190,205 | $0 | $0 | $0 | $13,005 | $0 | $11,306 | $0 | $17,156 | $0 | $231,672 | $0 | $0 | $0 |
| JANET MERCIER | ||||||||||||||
| SVP HUMAN RESOURCES | $196,858 | $0 | $12,000 | $0 | $2,804 | $0 | $4,285 | $0 | $8,695 | $0 | $224,642 | $0 | $0 | $0 |
| SAMSON KALEMA | ||||||||||||||
| RESIDENTIAL PROGRAM COORDINATOR | $196,006 | $0 | $0 | $0 | $50 | $0 | $2,799 | $0 | $8,695 | $0 | $207,550 | $0 | $0 | $0 |
| ABDULAI BANGURA | ||||||||||||||
| DAYHAB -DEVELOPMENTAL SPECIALIST | $196,016 | $0 | $0 | $0 | $0 | $0 | $3,971 | $0 | $7,164 | $0 | $207,151 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE ORGANIZATION MAINTAINS A 457F NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES. THE PLAN OFFERS PARTICIPATING EMPLOYEES AN ANNUAL DEFERRAL OF COMPENSATION IN ADDITION TO THEIR SALARIES. FOR THE CURRENT PERIOD THE ONLY PERSONS PARTICIPATING WERE THE CEO AND COO. THE AMOUNT OF $138,000 WAS MADE TO THE PLAN. |
| PART I, LINE 7 | SCHEDULE J, PART II, COLUMN (B) (II) INCLUDES THE NAME AND THE AMOUNT OF EACH PERSON WHO RECEIVED A BONUS BASED ON MUTUALLY AGREED UPON PERFORMANCE OUTCOMES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MA DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | 57583RGX7 | 2010-10-01 | $16,000,000 | REFINANCE 2006 BONDS | 0 | 0 | 0 |
| MA DEVELOPMENT FINANCE AGENCY SERIES B | ||||||||
| B | 043431814 | 2012-11-28 | $11,482,000 | REFINANCE 1999 BONDS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $16,000,000 | $1,075,000 | $249,500 | $9,590,500 | $5,085,000 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
| B | $12,965,043 | $186,926 | $12,778,117 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $657,876 | PROPERTY LANDLORD | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $9,027,676 | INSURANCE PROVIDER | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $1,703,020 | INSURANCE PROVIDER | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $429,005 | PROPERTY LANDLORD | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION WORKS WITH ITS INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT TO COMPILE THE FORM 990 AND ITS RELATED DISCLOSURES. THE 990 IS REVIEWED IN DETAIL WITH CERTIFIED PUBLIC ACCOUNTANT AND MANAGEMENT. IT IS THEN MADE AVAILABLE ELECTRONICALLY OR IN PAPER FORM TO ALL MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS, OFFICERS, AND KEY EMPLOYEES CERTIFY COMPLIANCE WITH MAY'S CONFLICT OF INTEREST POLICY ANNUALLY. THE CERTIFICATION PROCESS IS SUPERVISED BY THE TREASURER. INSTANCES OF DISCLOSURE OF POSSIBLE CONFLICT ARE REPORTED TO THE BOARD'S EXECUTIVE COMMITTEE FOR ADJUDICATION AND ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | MAY'S OUTSIDE TAX ADVISOR IS PRESENTED WITH A DRAFT REBUTTAL PRESUMPTION CHECKLIST WHICH DETAILS TOTAL PROPOSED COMPENSATION FOR THE PRESIDENT/CEO, CFO AND COO. THE TAX ADVISOR REVIEWS APPROPRIATE COMPARABILITY DATA. THE SOURCES OF REVIEW DATA ARE INCORPORATED INTO THE CHECKLIST. THE CHECKLIST IS PRESENTED TO THE BOARD'S EXECUTIVE COMMITTEE FOR REVIEW AND RECOMMENDATION. THE BOARD APPROVES THE COMPENSATION AT A REGULARLY SCHEDULED MEETING. THE PERSONS SETTING THE COMPENSATION ARE INDEPENDENT OF THE INDIVIDUALS WHOSE COMPENSATION IS BEING DETERMINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISSION OF PUBLIC CHARITIES WEBSITE, NATIONAL DATA SOURCES SUCH AS GUIDESTAR, AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INVESTMENT IN SUBSIDIARY WRITEOFF -75,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAY INTERNATIONAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 PACELLA PARK DRIVE | AddressLine1Txt |
| City | RANDOLPH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02368 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 001336852 | EIN |
| Primary Activities | CONSULTATION SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAY INSTITUTE INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL AUTISM CENTER INC | ||||||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | 562529097 | RESEARCH | MA | 501(C)(3) | LINE 10 | MAY INSTITUTE | Yes (1) |
| THE MAY-WEST ROXBURY RESIDENCES INC | ||||||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | 043331170 | RESIDENTIAL | MA | 501(C)(3) | LINE 10 | MAY INSTITUTE | Yes (1) |
| GREATER SPRINGFIELD RESIDENCES INC | ||||||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | 043330930 | RESIDENTIAL | MA | 501(C)(3) | LINE 10 | MAY INSTITUTE | Yes (1) |
| THE MAY FOUNDATION INC | ||||||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | 571136642 | SUPPORT ORGANIZATION | MA | 501(C)(3) | LINE 11 | MAY INSTITUTE | Yes (1) |
| THE BAY SCHOOL | ||||||||||
| 1026 CAPITOLA ROAD | SANTA CRUZ | CA | 95062 | 943313535 | SCHOOL | CA | 501(C)(3) | LINE 2 | MAY INSTITUTE | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments