2024-04-25T07:38:29-05:00 2023-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2022-07-01 042104857 THE ROXBURY LATIN SCHOOL ROXB 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 MICHAEL STANTON CFO 6173254920 2024-04-11 1 MICHAEL STANTON 999009999 0 SANDY ROSS P01399337 4012742001 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KERRY P BRENNAN 101 ST THERESA AVENUE WEST ROXBURY MA 02132 65824740 0 X WWW.ROXBURYLATIN.ORG X 1645 MA TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 24 24 96 200 72349 0 10214292 7684092 11512800 11749500 8717049 9601613 514111 593568 30958252 29628773 2825194 2903800 0 0 11235096 11556015 0 0 1981585 9822957 10181517 23883247 24641332 7075005 4987441 279928763 292324397 31378916 31159542 248549847 261164855 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 0 0 19531557 2903800 12343068 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 19531557 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 83 0 96 1 1 1 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X MICHAEL STANTON 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 ETHAN M BERMAN PRESIDENT 2.00 X X 0 0 0 MICHAEL J GIARLA CHAIRMAN 2.00 X X 0 0 0 DEREK T HO SECRETARY 2.00 X X 0 0 0 CHRISTOPHER T MITCHELL TREASURER 2.00 X X 0 0 0 PAUL M SPINALE VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL S BERK TRUSTEE 2.00 X 0 0 0 ELLEN F BERKMAN TRUSTEE 2.00 X 0 0 0 MATTHEW CONSIGLI TRUSTEE 2.00 X 0 0 0 MATTHEW W FRUHAN TRUSTEE 2.00 X 0 0 0 ROBERTO S GOIZUETA TRUSTEE 2.00 X 0 0 0 JAMES A HAMILTON TRUSTEE 2.00 X 0 0 0 EUGENE OLAMBERT JR TRUSTEE 2.00 X 0 0 0 ANDREW J MCELANEY III TRUSTEE 2.00 X 0 0 0 MARILYN E MCGRATH TRUSTEE 2.00 X 0 0 0 ANNE C MCNAY TRUSTEE 2.00 X 0 0 0 OBIORA I MENKITI TRUSTEE 2.00 X 0 0 0 JOHN J MITCHELL TRUSTEE 2.00 X 0 0 0 MONICA NEUMAN TRUSTEE 2.00 X 0 0 0 SOREN OBERG TRUSTEE 2.00 X 0 0 0 ROBERT J O'CONNOR JR TRUSTEE 2.00 X 0 0 0 PAUL R PROVOST TRUSTEE 2.00 X 0 0 0 JAMES J QUAGLIAROLI TRUSTEE 2.00 X 0 0 0 VANESSA CALDERON-ROSADO TRUSTEE 2.00 X 0 0 0 KENT E SAHIN TRUSTEE 2.00 X 0 0 0 KERRY BRENNAN HEADMASTER 50.00 X 614395 0 306097 MICHAEL STANTON CFO 50.00 X 260719 0 32074 THOMAS GUDEN ASST HEADMASTER FOR ADVANCEMENT 50.00 X 225577 0 54396 MICHAEL POJMAN ASSOCIATE HEADMASTER 50.00 X 212615 0 35615 MATTHEW MCDONALD DIRECTOR OF ADMISSIONS 50.00 X 173056 0 22960 THOMAS WALSH DIRECTOR OF COLLEGE GUIDANCE 50.00 X 169505 0 38561 JAMES RYAN FACULTY 50.00 X 168793 0 21523 ERNESTO GUERRA FACULTY 50.00 X 165556 0 21523 MAURICE RANDALL FACULTY 50.00 X 165337 0 32479 2155553 0 565228 9 0 1 0 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION CONTRACTOR 2379040 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICES 699218 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 ENDOWMENT CONSULTANT 368974 COMPASS FACILITY SERVICES 65 JACKMAN STREET CAMBRIDGE MA 01833 JANITORIAL SERVICES 258020 POLYGON US CORPORATION 15 SHARPNERS POND ROAD NORTH ANDOVER MA 01845 RESTORATION SERVICES 192732 5 7684092 1257314 7684092 TUITION 611600 11749500 11749500 11749500 707118 72349 634769 42359673 2730789 35502464 693503 6857209 2037286 8894495 8894495 MISCELLANEOUS 611600 593568 593568 593568 29628773 12343068 72349 9529264 2903800 2903800 1582594 545890 674070 362634 7776319 6425135 683943 667241 744912 614127 67480 63305 815660 670451 84153 61056 636530 481244 88002 67284 34018 23181 7596 3241 69623 69623 574167 574167 509779 238308 238151 33320 114603 29587 43870 41146 330900 235916 45860 49124 1797956 1359334 248571 190051 32630 32630 283244 34160 7285 241799 902149 902149 2614145 2336177 157527 120441 306437 231679 42366 32392 INSTRUCTIONAL EXPENSE 1789940 1789940 FOOD SERVICE 596598 596598 PROFESSIONAL DEVELOPMEN 150627 113881 20825 15921 HEADMASTER'S DISCRETION 74701 74701 24641332 19531557 3128190 1981585 5161452 5519804 10795356 10165503 100698 739886 115594640 36250366 79300139 79344274 183424505 195159096 1146613 1395834 279928763 292324397 1631841 2340887 3646029 3295120 25755309 25207629 345737 315906 31378916 31159542 X 62706166 67565576 185843681 193599279 248549847 261164855 279928763 292324397 4987441 7627567 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 178246171 3069324 13742012 7938158 187119349 197856420 14845109 -26779669 7675689 178246171 147106281 1510147 56239992 7000000 197856420 147997620 3424329 2404906 6720574 147106281 144638890 6023221 3348547 6013038 147997620 0.01370 0.93830 0.04800 0 0 41248425 41248425 71279807 34448061 36831746 3066408 1802305 1264103 79344274 MUTUAL FUNDS 26290764 F MONEY MARKET FUNDS 8016938 F LIMITED PARTNERSHIPS AND HEDGE FUNDS 160851394 F 195159096 OTHER LIABILITIES 315906 315906 X 33778373 7627567 -2903800 4723767 29054606 574167 574167 29628773 21163365 -2903800 -2903800 24067165 574167 574167 24641332 PART V, LINE 4: TO CARRY OUT THE SCHOOL'S EDUCATIONAL PURPOSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE SCHOOL OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE SCHOOL ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SCHOOL CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED WITH REVENUE -2,903,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED WITH REVENUE -2,903,800. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER ADVERTISEMENTS, JOB FAIRS, AND MEMBERSHIP ASSOCIATIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS.LIST 74 _ 2TTHOMPSON1 - 05/12/16 11:13AM WORKSHEET FORM 990 - SCH F (PART I)PER MM, BOOK 29924945 0 0 0 0 0 0 29924945 0 29924945 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 0 FINANCIAL AID AND SCHOLARSHIPS 116 2903800 X X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KERRY BRENNAN HEADMASTER 548440 0 0 0 65955 0 291000 0 15097 0 920492 0 0 0 MICHAEL STANTON CFO 260719 0 0 0 0 0 25533 0 6541 0 292793 0 0 0 THOMAS GUDEN ASST HEADMASTER FOR ADVANCEMENT 225577 0 0 0 0 0 23467 0 30929 0 279973 0 0 0 MICHAEL POJMAN ASSOCIATE HEADMASTER 212615 0 0 0 0 0 20667 0 14948 0 248230 0 0 0 THOMAS WALSH DIRECTOR OF COLLEGE GUIDANCE 169505 0 0 0 0 0 15867 0 22694 0 208066 0 0 0 MAURICE RANDALL FACULTY 165337 0 0 0 0 0 15367 0 17112 0 197816 0 0 0 MATTHEW MCDONALD DIRECTOR OF ADMISSIONS 173056 0 0 0 0 0 16700 0 6260 0 196016 0 0 0 JAMES RYAN FACULTY 168793 0 0 0 0 0 15367 0 6156 0 190316 0 0 0 ERNESTO GUERRA FACULTY 165556 0 0 0 0 0 15367 0 6156 0 187079 0 0 0 PART I, LINE 4B THE SCHOOL MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER CODE SECTION 457(B) FOR THE BENEFIT OF THE HEAD OF SCHOOL. CONTRIBUTIONS BY THE SCHOOL ARE REPORTED ON SCHEDULE J, PART II, AND INCLUDED UNDER THE HEADING "RETIREMENT AND OTHER DEFERRED COMPENSATION". A MASSACHUSETTS DEVELOPMENT FINANCING AGENCY 043431814 2014-12-16 25000000 CONSTRUCTION AND RENOVATION OF VARIOUS SCHOOL FACILITIES 0 0 0 A 25000000 420372 24579628 2016 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 MATTHEW CONSIGLI TRUSTEE 2379040 PRESIDENT OF CONSIGLI CONSTRUCTION CO., INC. 0 X 34 954298 STOCK EXCHANGE VALUE X 1 299376 APPRAISIAL X FOOD AND BEVERAGE 1 3640 COST 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. THE FORM, INCLUDING ALL SCHEDULES, IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE SCHOOL WITH MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD. REVISIONS ARE MADE AS NECESSARY. PRIOR TO FILING, ALL BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW A FULL COPY OF FORM 990 WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND SIGN A CONFLICTS DISCLOSURE STATEMENT. CONFLICTS ARE EVALUATED BY THE CONFLICTS COMMITTEE OF THE BOARD. WHERE NECESSARY, A BOARD VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE HEADMASTER. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THE PROCESS INCLUDES A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM SALARY SURVEY INFORMATION PREPARED BY AN INDUSTRY GROUP. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETING. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE HEADMASTER AND IS AVAILABLE FOR REVIEW BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE OFFICE OF THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO MASSACHUSETTS FORM PC FILED EVERY YEAR WITH ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC.