BRIMMER & MAY SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRIMMER & MAY SCHOOL (EIN 04-2103935)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202501339349308820
- Schema version
- 2023v6.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T17:24:54-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042943536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONNESON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EDGEWATER PLACE SUITE 300 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018806208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIMMER AND MAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIM | BusinessNameControlTxt |
| Phone | 6175667462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 MIDDLESEX ROAD | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS CHOU | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6175667462 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODY K BOOTH | PreparerPersonNm |
| PTIN | P00963825 | PTIN |
| Phone | 7812459999 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRIS CHOU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 MIDDLESEX ROAD | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,812,955 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRIMMER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | BRIMMER AND MAY IS A PK - GRADE 12 ALL GENDER DAY SCHOOL THAT UPHOLDS HIGH ACADEMIC STANDARDS WHILE IMPLEMENTING INNOVATIVE IDEAS IN A SUPPORTIVE AND STUDENT-CENTERED COMMUNITY. WE DEVELOP LIFELONG LEARNERS WHO ARE INFORMED, ENGAGED, AND ETHICAL CITIZENS AND LEADERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 236 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,612,501 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,036,300 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,512,945 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,181,153 | CYProgramServiceRevenueAmt |
| PY Investment Income | $867,884 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,461,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,360 | PYOtherRevenueAmt |
| CY Other Revenue | $89,317 | CYOtherRevenueAmt |
| PY Total Revenue | $35,066,690 | PYTotalRevenueAmt |
| CY Total Revenue | $33,768,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,790,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,067,024 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,991,035 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,845,152 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $37,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $58,885 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $681,903 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,683,961 | PYOtherExpensesAmt |
| CY Other Expenses | $6,781,141 | CYOtherExpensesAmt |
| PY Total Expenses | $25,502,910 | PYTotalExpensesAmt |
| CY Total Expenses | $26,752,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,563,780 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,016,564 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,159,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,659,856 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,905,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,843,003 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,254,613 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,816,853 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OBRIMMER AND MAY IS A PK - GRADE 12 ALL GENDER DAY SCHOOL THAT UPHOLDS HIGH ACADEMIC STANDARDS WHILE IMPLEMENTING INNOVATIVE IDEAS IN A SUPPORTIVE AND STUDENT-CENTERED COMMUNITY. WE DEVELOP LIFELONG LEARNERS WHO ARE INFORMED, ENGAGED, AND ETHICAL CITIZENS AND LEADERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,811,921 | ExpenseAmt |
| Grant | $5,067,024 | GrantAmt |
| Revenue | $24,181,153 | RevenueAmt |
| Desc | THE SCHOOL PROVIDES A QUALITY EDUCATIONAL EXPERIENCE FOR STUDENTS TO PREPARE THEM FOR ADVANCED DEGREES AND GAINFUL VOCATIONS. | Desc |
| Total Program Service Expenses | $20,811,921 | 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 | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 236 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIAN HICKMAN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175667462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 MIDDLESEX ROAD | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JUDITH GUILD | |||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | Yes (X) | $395,484 | $0 | $38,202 | |
| CHRIS CHOU | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZZARA DUROCHER | |||||||
| CO-VICE CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN FITZGERALD | |||||||
| CO-VICE CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JON GRENZKE | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ALLEN III | |||||||
| CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHANNA BLACK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KREISLER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL CROFFY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARINE ERNEST | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL GABRIEL ESQ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA REMEY HASTINGS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE STIMMEL GUGGIARI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENYON BISSELL GROGAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD KAPLAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS KNOX | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD LEEDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MYNAHAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHA MACLEAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SOUZA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SHAPIRO WAINTRUP | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATALINA GUILLERMETY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MAEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH WALTERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIAN HICKMAN | |||||||
| CFO | 40.00 | $197,101 | $0 | $504 | Yes (X) | ||
| JOSEPH IULIANO | |||||||
| ASSISTANT HEAD OF ACADEMIC | 40.00 | $138,097 | $0 | $14,245 | Yes (X) | ||
| BRIAN BEALE | |||||||
| DIRECTOR OF ENROLLMENT | 40.00 | $151,084 | $0 | $14,307 | Yes (X) | ||
| CARL RASPISATDA-VALLELY | |||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $151,774 | $0 | $1,569 | Yes (X) | ||
| KIMBERLY FORMISANO | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | $142,302 | $0 | $552 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,175,842 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,379 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,036,300 | AllOtherContributionsAmt |
| Total Contributions | $8,036,300 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $23,129,074 | $23,129,074 |
| AUXILIARY REVENUE | 611600 | $1,052,079 | $1,052,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,181,153 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,461,996 | TotalRevenueColumnAmt |
| Exclusion | $1,461,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $133,506 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $44,189 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,317 | TotalRevenueColumnAmt |
| Exclusion | $89,317 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,768,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,181,153 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,551,313 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,067,024 | TotalAmt |
| Program Services | $5,067,024 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,242 | TotalAmt |
| Management And General | $466,242 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,496,155 | TotalAmt |
| Program Services | $8,839,354 | ProgramServicesAmt |
| Management And General | $2,273,649 | ManagementAndGeneralAmt |
| Fundraising | $383,152 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,491 | TotalAmt |
| Program Services | $342,454 | ProgramServicesAmt |
| Management And General | $95,895 | ManagementAndGeneralAmt |
| Fundraising | $23,142 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558,245 | TotalAmt |
| Program Services | $1,172,302 | ProgramServicesAmt |
| Management And General | $331,161 | ManagementAndGeneralAmt |
| Fundraising | $54,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,019 | TotalAmt |
| Program Services | $656,290 | ProgramServicesAmt |
| Management And General | $178,124 | ManagementAndGeneralAmt |
| Fundraising | $28,605 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,378 | TotalAmt |
| Management And General | $120,378 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,885 | TotalAmt |
| Fundraising | $58,885 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,452 | TotalAmt |
| Management And General | $107,452 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,925 | TotalAmt |
| Management And General | $204,925 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,012 | TotalAmt |
| Program Services | $304,211 | ProgramServicesAmt |
| Management And General | $33,801 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,310 | TotalAmt |
| Program Services | $1,199,979 | ProgramServicesAmt |
| Management And General | $133,331 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,666 | TotalAmt |
| Program Services | $182,142 | ProgramServicesAmt |
| Management And General | $80,524 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES AND OTHER EXPE | $1,232,402 | $870,083 | $362,319 |
| REPAIRS AND MAINTENANCE | $465,747 | $419,172 | $46,575 |
| PUBLIC RELATIONS | $335,822 | $335,822 | |
| FOOD COST AND SERVICE | $334,547 | $334,547 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,045,880 | TotalAmt |
| Program Services | $1,424,363 | ProgramServicesAmt |
| Management And General | $488,180 | ManagementAndGeneralAmt |
| Fundraising | $133,337 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,752,202 | TotalAmt |
| Program Services | $20,811,921 | ProgramServicesAmt |
| Management And General | $5,258,378 | ManagementAndGeneralAmt |
| Fundraising | $681,903 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,939,081 | BOYAmt |
| EOY | $9,693,566 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,157 | BOYAmt |
| EOY | $995 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,022,935 | BOYAmt |
| EOY | $6,200,038 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,626 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,913 | BOYAmt |
| EOY | $153,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,307,602 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,745,857 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,854,574 | BOYAmt |
| EOY | $22,561,745 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,056,778 | BOYAmt |
| EOY | $46,939,920 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,743 | BOYAmt |
| EOY | $110,519 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,159,807 | BOYAmt |
| EOY | $85,659,856 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,775 | BOYAmt |
| EOY | $2,022,529 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,283 | BOYAmt |
| EOY | $2,515,910 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,730,136 | BOYAmt |
| EOY | $15,304,564 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,905,194 | BOYAmt |
| EOY | $19,843,003 | 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 | $24,687,123 | BOYAmt |
| EOY | $27,817,516 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,567,490 | BOYAmt |
| EOY | $37,999,337 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,254,613 | BOYAmt |
| EOY | $65,816,853 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,159,807 | BOYAmt |
| EOY | $85,659,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,016,564 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,545,676 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,297,741 | BeginningYearBalanceAmt |
| Contributions | $73,100 | ContributionsAmt |
| Investment Earnings Or Losses | $2,963,873 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $514,767 | OtherExpendituresAmt |
| End Year Balance | $20,819,946 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,390,252 | BeginningYearBalanceAmt |
| Contributions | $322,146 | ContributionsAmt |
| Investment Earnings Or Losses | $2,065,281 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $479,938 | OtherExpendituresAmt |
| End Year Balance | $18,297,741 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,645,007 | BeginningYearBalanceAmt |
| Contributions | $2,070,996 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,983,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $342,484 | OtherExpendituresAmt |
| End Year Balance | $16,390,252 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,420,521 | BeginningYearBalanceAmt |
| Contributions | $4,630,576 | ContributionsAmt |
| Investment Earnings Or Losses | $3,863,524 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $269,614 | OtherExpendituresAmt |
| End Year Balance | $16,645,007 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,609,863 | BeginningYearBalanceAmt |
| Contributions | $13,808 | ContributionsAmt |
| Investment Earnings Or Losses | $55,964 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $259,114 | OtherExpendituresAmt |
| End Year Balance | $8,420,521 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02865 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58345 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38790 | TermEndowmentBalanceEOYPct |
| 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 | $3,992,451 | OtherCostOrOtherBasisAmt |
| Book Value | $3,992,451 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,017,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,374,258 | DepreciationAmt |
| Book Value | $17,643,601 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,892,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,077,994 | DepreciationAmt |
| Book Value | $814,084 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $405,214 | OtherCostOrOtherBasisAmt |
| Depreciation | $293,605 | DepreciationAmt |
| Book Value | $111,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,561,745 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,051,751 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,545,675 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$5,173,373 | OtherRevenueAmt |
| Revenue Not Reported | $372,302 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,679,449 | RevenueSubtotalAmt |
| Other Revenues Not Included | $89,317 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $89,317 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,768,766 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,489,512 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$89,317 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$89,317 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,578,829 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,173,373 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,173,373 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,752,202 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE ASSETS OF THE SCHOOL THAT ARE INVESTED TO PROVIDE SUPPORT TO THE SCHOOL. A PORTION OF THE INVESTMENT RETURN IS UTILIZED TO SUPPORT THE SCHOOL'S OPERATIONS IN FULFILLMENT OF ITS MISSION AND A PORTION TO ENHANCE AND MAINTAIN THE PURCHASING CAPACITY OF THE PERMANENTLY RESTRICTED NET ASSETS. |
| PART X, LINE 2: | IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THESE DETERMINATIONS HAVE BEEN REVIEWED ACCORDING TO GUIDANCE IN A FINANCIAL ACCOUNTING STANDARDS BOARD PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SCHOOL NOW APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF JUNE 30, 2024, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -5,067,024. MANAGEMENT FEES -106,349. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AUCTION INCOME 89,317. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AUCTION INCOME -89,317. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 5,067,024. MANAGEMENT FEES 106,349. |
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 | THE NOTICE OF NONDISCRIMINATORY POLICY TOWARD STUDENTS IS PUBLISHED ANNUALLY IN THE BOSTON GLOBE. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | TUITION GRANT OR SCHOLARSHIP | TypeOfAssistanceTxt |
| Region | UKRAINE | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $61,350 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH SALTONSTALL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 LINCOLN STREET | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DEVELOPMENT CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $23,500 | RetainedByContractorAmt |
| Net To Organization | -$23,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $23,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$23,500 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $133,506 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $133,506 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $44,189 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $133,506 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $133,506 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,189 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,189 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $89,317 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | USE OF A DEVELOPMENT CONSULTANT TO HELP WITH FEASBILITY STUDIES AND TO HELP MAP OUT A POTENTIAL CAMPAIGN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 124 | RecipientCnt |
| Cash Grant | $5,067,024 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BRIMMER AND MAY REQUIRES ALL FAMILIES ASKING FOR FINANCIAL GRANT AWARDS TO COMPLETE A FINANCIAL AID APPLICATION. THE SCHOOL PARTNERS WITH SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) FOR THE APPLICATION PROCESS, WHICH INCLUDES A FULL PERSONAL FINANCIAL STATEMENT AND TWO YEARS OF FEDERAL TAX RETURNS AND W-2'S. SSS PROVIDES AN INDEPENDENT ASSESSMENT OF WHAT THE FAMILY CAN CONTRIBUTE TOWARDS EDUCATIONAL COSTS. ALL FINANCIAL GRANT AWARDS ARE BASED ON NEED AS DETERMINED BY THE FINANCIAL AID COMMITTEE USING ALL INFORMATION OBTAINED IN THE APPLICATION AND FROM SSS. ONCE THE FINANCIAL AID OFFICE RECEIVES ALL FINANCIAL MATERIALS PERTAINING TO THE APPLICATION, THE COMMITTEE WILL REVIEW EACH FAMILY'S REQUEST. CONSIDERATION FOR AID IS MADE AFTER A STUDENT HAS BEEN OFFERED A PLACE AT BRIMMER AND MAY. ONCE THE AWARD HAS BEEN GIVEN AND THE STUDENT ENROLLS AT THE SCHOOL, THE BUSINESS OFFICE IS GIVEN THE AMOUNT OF THE AWARD TO PROCESS AGAINST THE STUDENT ACCOUNT. THESE FUNDS ARE PART OF THE SCHOOL'S OPERATING BUDGET AND THE BUSINESS OFFICE PRODUCES REPORTS IN ORDER TO VERIFY AGAINST THE FINAL FINANCIAL AID REPORTS TO STUDENT BILLING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDITH GUILD | ||||||||||||||
| HEAD OF SCHOOL | $395,484 | $0 | $0 | $0 | $0 | $0 | $23,100 | $0 | $15,102 | $0 | $433,686 | $0 | $0 | $0 |
| JULIAN HICKMAN | ||||||||||||||
| CFO | $197,101 | $0 | $0 | $0 | $0 | $0 | $10,815 | $0 | $0 | $0 | $207,916 | $0 | $0 | $0 |
| CARL RASPISATDA-VALLELY | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $151,774 | $0 | $0 | $0 | $0 | $0 | $8,528 | $0 | $0 | $0 | $160,302 | $0 | $0 | $0 |
| BRIAN BEALE | ||||||||||||||
| DIRECTOR OF ENROLLMENT | $151,084 | $0 | $0 | $0 | $0 | $0 | $9,030 | $0 | $0 | $0 | $160,114 | $0 | $0 | $0 |
| JOSEPH IULIANO | ||||||||||||||
| ASSISTANT HEAD OF ACADEMIC | $138,097 | $0 | $0 | $0 | $0 | $0 | $12,705 | $0 | $0 | $0 | $150,802 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL PROVIDES HOUSING FOR THE HEAD OF SCHOOL, AS A CONDITION OF EMPLOYMENT |
| PART I, LINE 4B | 4B: JUDITH GUILD 457B = $8,700 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2020-09-30 | BondIssuedDt |
| Issue Price | $16,822,586 | IssuePriceAmt |
| Purpose | TO REFINANCE 2010 AND 2017 BONDS WITH NEW BANK | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $16,822,586 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $126,712 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $16,695,874 | WorkingCapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
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 |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE HEAD OF SCHOOL, CFO, BOARD CHAIR, TREASURER AND CHAIRS OF THE AUDIT AND FINANCE COMMITTEES REVIEW THE FORM 990 TO ENSURE THAT IT IS COMPLETE AND ACCURATE. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 IN ITS COMPLETE FORM AND AUTHORIZES IT TO BE SIGNED BY THE BOARD CHAIR AND FILED WITH THE IRS. THE FORM 990 IS DISTRIBUTED IN A SECURE ELECTRONIC FORMAT TO THE FULL GOVERNING BODY WITH SCHEDULE B DELETED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED BY THE BOARD OF TRUSTEES. COMPLIANCE WITH THE POLICY IS ENFORCED BY THE GOVERNING BOARD, WHICH INFORMS NEW TRUSTEES AND COMMITTEE APPOINTEES OF ITS POLICY AND REQUIRES DISCLOSURE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | ON JUNE 30, 2016, THE SCHOOL ENTERED INTO A FIVE YEAR EMPLOYMENT CONTRACT WITH THE HEAD OF SCHOOL. THE HEAD OF SCHOOL'S SALARY IS DETERMINED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES BASED ON PERFORMANCE, THE SCHOOL'S FINANCIAL POSITION AND SALARY ADJUSTMENTS PAID OTHER SCHOOL ADMINISTRATORS WITH COMPARABLE DUTIES AND RESPONSIBILITIES, NEVER TO BE LESS THAN THE SALARY AT START OF THE EMPLOYMENT CONTRACT. THE HEAD OF SCHOOL'S CONTRACT WAS EXTENDED FOR AN ADDITIONAL 5 YEARS, EFFECTIVE JULY 1, 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE SCHOOL ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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