2023-05-15T14:33:22-05:00 2022-06-30 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2021-07-01 042103616 PERKINS SCHOOL FOR THE BLIND PERK 6179243434 175 NORTH BEACON STREET WATERTOWN MA 02472 ASTRID VERMEER CHIEF FIN. AND ADMIN. OFFICER 6179727203 2023-05-15 1 ASTRID VERMEER 999009999 SMITA BALIGA P01643271 6179881000 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WILLIAM DAVID POWER 175 NORTH BEACON STREET WATERTOWN MA 02472 203441510 0 X WWW.PERKINS.ORG X 1829 MA PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED. 20 20 816 167 -98507 0 15085270 26709777 41449689 45609770 25638373 22062238 1524862 510500 83698194 94892285 128889 168455 0 0 51508897 58171453 209186 193356 2827828 23735179 23752317 75582151 82285581 8116043 12606704 459820688 411266626 40280304 36024268 419540384 375242358 X PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED. 0 0 52023601 42377953 AT PERKINS SCHOOL FOR THE BLIND, WE PROVIDE UNPARALLELED EDUCATION SERVICES TO CHILDREN WITH VISUAL IMPAIRMENTS AND MULTIPLE DISABILITIES. WE TEACH CHILDREN ON OUR CAMPUS IN WATERTOWN, MASSACHUSETTS, AND SUPPORT STUDENTS AND TEACHERS IN PUBLIC SCHOOLS ACROSS THE U.S., FOCUSING ON ACADEMIC, SOCIAL AND SELF-ADVOCACY SKILL BUILDING. WE ALSO EMPHASIZE TRANSITION SERVICES TO PREPARE YOUNG ADULTS WITH VISION LOSS FOR LIFE AFTER SCHOOL. DURING FY22, WE EDUCATED 178 STUDENTS ON CAMPUS AND SUPPORTED APPROXIMATELY 1,100 STUDENTS IN COMMUNITY PROGRAMS, INCLUDING OUR INFANT-TODDLER PROGRAM, EDUCATIONAL PARTNERSHIPS WITH PUBLIC SCHOOLS AND OUTREACH PROGRAMS. 4020866 THE NATIONAL DEAF-BLIND EQUIPMENT DISTRIBUTION PROGRAM, KNOWN AS ICANCONNECT, PROVIDES FREE COMMUNICATIONS EQUIPMENT AND TRAINING TO PEOPLE WHO ARE DEAF-BLIND AND LOW INCOME. ADMINISTERED BY THE FCC AND MANAGED BY PERKINS IN 22 STATES ACROSS THE COUNTRY, ICANCONNECT HELPS PEOPLE WHO ARE DEAF-BLIND USE NEW TECHNOLOGIES TO LEAD LESS ISOLATED, MORE INDEPENDENT LIVES AND CONNECTS THEM WITH THEIR FRIENDS, FAMILY AND COMMUNITY. DURING FY22, PERKINS EQUIPPED AND TRAINED 963 CONSUMERS, HELPING THEM DEVELOP THE SKILLS NEEDED TO USE THE LIFE-CHANGING EQUIPMENT PROVIDED. 2991350 643704 PERKINS SOLUTIONS DEPLOYS TECHNOLOGY TO OVERCOME LONG STANDING AND EMERGING ACCESSIBILITY BARRIERS. SINCE THE 1950S, WE'VE MANUFACTURED AND DISTRIBUTED THE WORLD'S MOST POPULAR, MOST DEPENDABLE BRAILLE TYPEWRITER. TODAY OUR EXPERTISE IN INCLUSIVE DESIGN SOLUTIONS IS AVAILABLE VIA PERKINS ACCESS, A CONSULTING SERVICE THAT HELPS BUSINESSES ENSURE THEIR DIGITAL PRODUCTS AND SERVICES ARE USABLE BY EVERYONE. DURING FY22, PERKINS SOLUTIONS DISTRIBUTED 5,733 BRAILLERS WORLDWIDE, AND ASSISTED OVER 30 ORGANIZATIONS WITH TECHNOLOGY ASSESSMENTS AND MODIFICATIONS. 4288596 168455 3231817 REGIONAL LIBRARYPERKINS LIBRARY HAS PROVIDED ACCESSIBLE READING MATERIAL TO PEOPLE WITH VISUAL IMPAIRMENT AND OTHER DISABILITIES SINCE 1837. IN RECENT YEARS, WE HAVE SIGNIFICANTLY EXPANDED OUR OFFERINGS TO SERVE MORE PEOPLE WITH MORE NUANCED NEEDS. TODAY, WE DISTRIBUTE APPROXIMATELY 500,000 ACCESSIBLE BOOKS, MAGAZINES, NEWSPAPERS, DVDS AND MORE, AT NO COST TO THE ESTIMATED 22,500 PATRONS WE SERVE ANNUALLY. WE'VE ALSO LED THE CHARGE IN DISTRIBUTING ASSISTIVE TECHNOLOGIES LIKE REFRESHABLE BRAILLE DISPLAYS WHILE PROVIDING A WEBSITE THAT ENABLES PEOPLE TO DOWNLOAD ACCESSIBLE READING MATERIAL.INTERNATIONALTHERE ARE MILLIONS OF CHILDREN WITH VISUAL IMPAIRMENT AND MULTIPLE DISABILITIES (MDVI) AROUND THE WORLD WHO DON'T RECEIVE THE QUALITY EDUCATION THEY DESERVE. PERKINS INTERNATIONAL WORKS TO PUT THESE CHILDREN IN SCHOOL, EQUIP EDUCATORS WITH THE SPECIALIZED SKILLS THEY NEED TO TEACH THEM AND CONNECT THE MOST VULNERABLE FAMILIES WITH VITAL GOVERNMENTAL AND MEDICAL RESOURCES. DURING FY22, PERKINS INTERNATIONAL CONDUCTED THIS WORK IN OVER 21 COUNTRIES AND REGIONS. WE ARE LOOKING TO EXPAND OUR WORK IN CERTAIN COUNTRIES, SUCH AS INDIA WHICH HAS AS MANY AS 1 MILLION CHILDREN WITH MDVI, AND SEEK TO IMPROVE SCREENING AND ASSESSMENT, EARLY INTERVENTION PROGRAMS, SCHOOL-AGE EDUCATION AND FAMILY SUPPORT SERVICES. 4288596 168455 3231817 63324413 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 207 0 1 816 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO FL KY MD MA MI NV NH NJ NY OK OR RI SC WA WI X X ASTRID VERMEER 6179727219 175 NORTH BEACON STREET WATERTOWN MA 02472 CORINNE BASLER CHAIR OF THE BOARD 5.00 0.50 X X 0 0 0 ELENA MATLACK CO-CHAIR OF THE CORP 5.00 X X 0 0 0 KATHERINE C STEMBERG CO-CHAIR OF THE CORP 5.00 X X 0 0 0 RAYMOND W HEPPER VICE CHAIR OF THE BOARD 5.00 X X 0 0 0 VAITHEHI MUTTULINGAM SECRETARY OF THE BOARD 5.00 X X 0 0 0 RANDY E KINARD TREASURER OF THE BOARD 5.00 X X 0 0 0 STEPHANIE C ANDREWS TRUSTEE 5.00 X 0 0 0 ANANTHA CHANDRAKASAN TRUSTEE 5.00 X 0 0 0 FREDERIC M CLIFFORD TRUSTEE 5.00 0.50 X 0 0 0 JULIA SATTI COSENTINO TRUSTEE 5.00 X 0 0 0 ROANN COSTIN TRUSTEE, VC (THRU 11/21) 5.00 X X 0 0 0 JAMES W DOWN TRUSTEE 5.00 X 0 0 0 TOM HEHIR TRUSTEE 5.00 X 0 0 0 KATHERINE MCGAUGH TRUSTEE 5.00 X 0 0 0 JO FRANCES MEYER TRUSTEE 5.00 X 0 0 0 OSWALD MONDEJAR TRUSTEE 5.00 X 0 0 0 STEPHEN PELLETIER TRUSTEE 5.00 X 0 0 0 PAUL PERRAULT TRUSTEE (THROUGH 11/21) 5.00 X 0 0 0 MEREDITH ROSENBERG TRUSTEE 5.00 X 0 0 0 MICHAEL SCHNITMAN TRUSTEE (THROUGH 11/21) 5.00 X 0 0 0 LARRY SKUTCHAN TRUSTEE 5.00 X 0 0 0 CYNTHIA STEAD TRUSTEE 5.00 X 0 0 0 VIJAY VISHWANATH TRUSTEE 5.00 X 0 0 0 WILLIAM DAVID POWER PRESIDENT AND CEO 50.00 0.50 X 429663 0 46935 ASTRID VERMEER CHIEF FIN. & ADMIN. OFF. (AS OF 8/21) 50.00 X 132267 0 3119 EDWARD H BOSSO PRES OF EDUCATIONAL PROGRA 50.00 X 313527 0 102013 BRENNA CHILD CHIEF PEOPLE OFFICER 50.00 X 298990 0 19528 LUIZA R AGUIAR EXECUTIVE DIRECTOR OF PERKINS SOLUTIONS 50.00 X 223041 0 12384 REBECCA FATER CHIEF DEVELOPMENT & MARKETING OFFICER 50.00 X 210004 0 21592 KATHERINE HOLLAND-ORTIZ EXECUTIVE DIRECTOR OF INTERNATIONAL 50.00 X 253485 0 39442 GARY AUSSANT DIRECTOR OF DIGITAL ACCESSABILITY 50.00 X 186385 0 39655 DOUGLAS W FITZGERALD DIRECTOR OF FACILITIES & PROPERTY MANAGEMENT 50.00 X 157497 0 31059 STEPHANIE WAGLE DIRECTOR OF DIGITAL STRATEGY 50.00 X 167366 0 17607 GEOFFREY S FREED DIRECTOR PERKINS ACCESS CONSULTING 50.00 X 157906 0 6066 KATHERINE A SEARS FMR CHIEF FIN & ADMIN OFF (THRU 6/21) 50.00 X 120590 0 5971 2650721 0 345371 12 1 1 0 JAN'S JANITORIAL INC 483 SUMMER STREET SUITE 2000 ARLINGTON MA 02474 JANITORIAL SERVICE 677413 THOMAS GALLAGHER INC 309 WAVERLY OAKS ROAD SUITE 200 WALTHAM MA 02452 HVAC CONTRACTORS 616336 MAL WARWICK DONORDIGITAL 2550 NINTH STREET 103 BERKELEY CA 94710 CONSULTING SERVICES 414365 OUTDOOR PRIDE LANDSCAPING LLC 500 HARVEY RD STE 205 MANCHESTER NH 03103 LANDSCAPING 292966 T & K ASPHALT SERVICES INC 7 INDUSTRIAL WAY WHITMAN MA 023822168 ASPHALT SERVICES 251107 11 668788 9275547 16765442 131388 26709777 FEES FOR SERVICE 611600 42377953 42377953 LIBRARY SERVICES 900099 3231817 3231817 45609770 6895768 -132615 7028383 255426 278173 -22747 -22747 -22747 118659523 11250 103504303 0 15155220 11250 15166470 34108 15132362 65695 668788 176152 -110457 -110457 5234301 4590597 643704 643704 94892285 46253474 -98507 22027541 168455 168455 2220014 666141 1153059 400814 44423948 37608338 5621384 1194226 2627680 2224536 332505 70639 5292363 4480398 669693 142272 3607448 3053986 456485 96977 120125 120125 203828 41228 162600 252072 8000 244072 12000 12000 193356 193356 3655905 9637 3646268 4169874 3109559 706331 353984 204674 123988 80686 2428620 1692883 536544 199193 1317676 483573 768982 65121 5025487 4428774 542606 54107 601679 587572 8762 5345 172714 137627 34644 443 4208515 3657483 521730 29302 429944 429944 MEAL/FOOD EXPENSE 782233 709429 59915 12889 MEMBERSHIPS 98140 65287 31859 994 PHOTOGRAPHY & VIDEO PRO 31523 27000 4378 145 BAD DEBT 1822 1822 35486 26697 768 8021 82285581 63324413 16133340 2827828 8941244 11764521 3591138 2331252 6517864 8773741 5264785 4924311 1982967 1463507 191833592 135722519 57622369 56111073 158296723 130674873 206054283 185778308 11549315 9445040 459820688 411266626 11784394 8541018 27072379 26059719 1423531 1423531 40280304 36024268 X 225792689 202668527 193747695 172573831 419540384 375242358 459820688 411266626 X 12606704 -54826838 -2077892 X 0 1 X 1 1 1 X 17701898 15767534 15961936 15085270 26709777 91226415 17701898 15767534 15961936 15085270 26709777 91226415 2551643 88674772 5869811 5788265 5734779 6238752 7283809 30915416 77822 77822 198175 198175 122417828 209368527 0.72440 0.72640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DBI CONFERENCE - 2017 AMOUNT: $ 198,175. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12000 12000 63312413 63324413 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 22000 12110 12000 12000 58110 250000 250000 250000 250000 1000000 1500000 363072273 9895198 -36370248 20252236 316344987 286667401 2047777 88506810 14149715 363072273 295004980 1852053 8721040 16112697 2797975 286667401 293704188 4221529 12885712 13610491 2195958 295004980 280688474 3513214 27139375 15193255 2443620 293704188 0.50318 0.26721 0.22962 0 0 162722110 109121414 53600696 21606582 20815331 791251 7504900 5785774 1719126 56111073 INTERNATIONAL BOND FUNDS 98625901 F PRIVATE EQUITY 11297389 F HEDGES 75855018 F 185778308 ASSET RETIREMENT OBLIGATION 1423531 1423531 X 39472467 -54826838 184248 -88353 -54730943 94203410 3655905 -2967030 688875 94892285 83869780 184248 5055856 5240104 78629676 3655905 3655905 82285581 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND BOARD RESTRICTED (QUASI-ENDOWMENT) FUNDS. THE SCHOOL'S DONOR RESTRICTED ENDOWED FUNDS CONSIST OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A MAJORITY OF THE FUNDS SUPPORT THE SCHOOL'S EDUCATIONAL PROGRAMS, INTERNATIONAL PROGRAM, TEACHER TRAINING AND PROGRAMMATIC TECHNOLOGY NEEDS. THE SCHOOL'S ENDOWMENT INVESTMENT AND SPENDING ACTIVITIES AIM TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE IRC AND APPLICABLE STATE LAWS. THE SCHOOL BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: JOHN MILTON SOCIETY REVENUE -88,353. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -278,173. FUNDRAISING EVENTS EXPENSES -176,150. COST OF GOODS SOLD -4,590,598. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,077,881. OTHER REVENUE 10. PART XII, LINE 2D - OTHER ADJUSTMENTS: JOHN MILTON SOCIETY EXPENSES 10,935. RENTAL EXPENSES 278,173. FUNDRAISING EVENTS EXPENSES 176,150. COST OF GOODS SOLD 4,590,598. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PERKINS HAS PUBLICIZED ITS NOTICE OF NON-DISCRIMINATION ON PERKINS PUBLICATIONS (INCLUDING ADMISSIONS BROCHURES AND MARKETING MATERIALS), ON ITS WEBSITE, AND IN THE MASSACHUSETTS ASSOCIATION OF 766 APPROVED PRIVATE SCHOOLS (MAAPS) ANNUAL NOTICE OF NON-DISCRIMINATION PUBLISHED IN THE BOSTON GLOBE. SCHEDULE E, PART I, LINE 6 PERKINS RECEIVES GOVERNMENT FUNDS FROM CITIES AND TOWNS THAT ARE PAYING FOR STUDENT TUITION. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 12473 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 125790 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 403350 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 162879 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 31056 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 199287 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 72834 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES PERKINS SOLUTION COGS 254776 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES PERKINS SOLUTION MFG 416159 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EDUCATIONAL SERVICES 6200 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 2 PROGRAM SERVICES EDUCATIONAL SERVICES 59168 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES EDUCATIONAL SERVICES 218941 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EDUCATIONAL SERVICES 29920 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICES EDUCATIONAL SERVICES 117709 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES EDUCATIONAL SERVICES 61585 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 3 PROGRAM SERVICES EDUCATIONAL SERVICES 166273 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 4 PROGRAM SERVICES EDUCATIONAL SERVICES 155477 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 97000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING -1080 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 GRANTMAKING 5000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 7284 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 60252 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 50525316 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 INVESTMENTS 3200203 0 0 2 11 2 11 1262445 55125407 56387852 EUROPE (INCLUDING ICELAND & GREENLAND) DVLPMT/TRNG 97000 0 SOUTH AMERICA LDSHP/DVLPMT 7284 0 SOUTH ASIA DVLPMT/TRNG 60252 0 9 1 0 1 1 1 1 PART I, LINE 2: EACH PROJECT PARTNER HAS A BUDGET, ACTIVITY TIMELINE, AND SCHEDULE FOR REPORTING. BALANCES ARE RECONCILED TO USD USING THE EXCHANGE RATE FROM THE DATE THE FUNDS WERE RECEIVED IN COUNTRY. ORIGINAL RECEIPTS ARE PROVIDED WITH PROGRESS REPORTS AND REVIEWED BY PROGRAM FINANCIAL STAFF EACH PERIOD. NEW FUNDS ARE NOT ADVANCED UNTIL SATISFACTORY REVIEW OF ACTIVITY AND FINANCIAL REPORT DATA. PART III ACCOUNTING METHOD: X X X X X X X 1 MAL WARWICK 2550 NINTH STREET SUITE 130 BERKELEY CA 94710 FUNDRAISING COUNSEL 0 0 193356 0 193356 AK CO FL KY MD MA MI NV NH NJ NY OK OR RI SC WA WI WALK 339878 321503 18375 20699 57796 TASTING 253309 248149 5160 5190 44639 5543 1 141296 99136 42160 9292 32993 734483 668788 65695 25889 53931 96332 176152 -110457 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 WILLIAM DAVID POWER PRESIDENT AND CEO 429663 0 0 0 0 0 19392 0 27543 0 476598 0 0 0 EDWARD H BOSSO PRES OF EDUCATIONAL PROGRA 313527 0 0 0 0 0 17847 0 84166 0 415540 0 0 0 BRENNA CHILD CHIEF PEOPLE OFFICER 298990 0 0 0 0 0 9499 0 10029 0 318518 0 0 0 KATHERINE HOLLAND-ORTIZ EXECUTIVE DIRECTOR OF INTERNATIONAL 253485 0 0 0 0 0 15089 0 24353 0 292927 0 0 0 LUIZA R AGUIAR EXECUTIVE DIRECTOR OF PERKINS SOLUTI 223041 0 0 0 0 0 12384 0 0 0 235425 0 0 0 REBECCA FATER CHIEF DEVELOPMENT & MARKETING OFFICE 210004 0 0 0 0 0 12192 0 9400 0 231596 0 0 0 GARY AUSSANT DIRECTOR OF DIGITAL ACCESSABILITY 186385 0 0 0 0 0 10442 0 29213 0 226040 0 0 0 DOUGLAS W FITZGERALD DIRECTOR OF FACILITIES & PROPERTY MA 156747 0 750 0 0 0 7499 0 23560 0 188556 0 0 0 STEPHANIE WAGLE DIRECTOR OF DIGITAL STRATEGY 167366 0 0 0 0 0 8080 0 9527 0 184973 0 0 0 GEOFFREY S FREED DIRECTOR PERKINS ACCESS CONSULTING 157906 0 0 0 0 0 6066 0 0 0 163972 0 0 0 KATHERINE A SEARS FMR CHIEF FIN & ADMIN OFF (THRU 6/21 118274 0 0 0 2316 0 5971 0 0 0 126561 0 0 0 PART I, LINE 1A PERKINS MAY PROVIDE HOUSING TO EMPLOYEES WHEN IT IS DETERMINED TO BE A REQUIREMENT OF THE POSITION. PERKINS DETERMINES THE VALUE OF THE HOUSING BASED ON MARKET RATES FOR COMPARABLE PROPERTIES IN THE AREA. DURING 2021, OUT OF THE EMPLOYEES LISTED ON SCHEDULE J, ONLY EDWARD H. BOSSO WAS PROVIDED WITH HOUSING. BOSSO'S HOUSING WAS VALUED AT $90,000. A MASS DEVELOPMENT FINANCE AGENCY SERIES 2010 043431814 2010-02-12 30000000 CONSTRUCTION 0 0 0 B MASS DEVELOPMENT FINANCE AGENCY SERIES 2016 043431814 2016-09-09 4100000 IMPROVEMENTS 0 0 0 A 6611210 30000000 185000 29815000 2011 0 0 1 1 B 1429071 4100000 78238 4021762 2016 0 0 1 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 PART III, LINE 3A THE SCHOOL HAS INCIDENTAL SERVICE CONTRACTS THAT DO NOT RESULT IN PRIVATE BENEFIT USE. PART IV, LINE 2B THE BOND ISSUES MET THE REQUIREMENTS OF THE 2 YEAR SPENDING EXCEPTION. PART IV, LINE 7 THE SCHOOL HAS ESTABLISHED WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF IRC SECTION 148. X 11 131388 FMV 11 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE SCHOOL HAS 126 MEMBERS OF THE CORPORATION AS OF JUNE 30, 2022. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR AT PERKINS' ANNUAL MEETING THE MEMBERS OF THE CORPORATION VOTE ON THE TRUSTEES FOR THE FOLLOWING YEAR AND THE TRUSTEES ELECT THE OFFICERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY THE ACCOUNTING STAFF, REVIEWED BY THE AUDIT COMMITTEE, AND THEN PROVIDED TO THE FULL BOARD FOR REVIEW AND COMMENT, PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERKINS HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. PURSUANT TO THE CONFLICT OF INTEREST POLICY, TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND OTHER PERSONS WHO PERFORM SIMILAR POLICY-MAKING FUNCTIONS ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST CERTIFICATION ("CERTIFICATION") AND CONFLICT OF INTEREST DISCLOSURE FORM ("DISCLOSURE FORM"). THE CERTIFICATION REQUIRES CERTIFICATION OF COMPLIANCE WITH THE PERKINS CONFLICT OF INTEREST POLICY AND ALSO REQUIRES THE INDIVIDUAL TO DISCLOSE RELATED PARTY TRANSACTIONS. PERKINS LEGAL COUNSEL IS RESPONSIBLE FOR DISTRIBUTING THE CERTIFICATION AND DISCLOSURE FORM TO THE AFOREMENTIONED INDIVIDUALS AND FOR MAINTAINING THE RESPONSES. PURSUANT TO THE CONFLICT OF INTEREST POLICY, WHETHER A PERSONAL RELATIONSHIP AMONG TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND VOLUNTEER LEADERSHIP POSES A CONFLICT OF INTEREST WILL BE VOTED ANNUALLY BY THE BOARD OF TRUSTEES, WITH THE TRUSTEES, OFFICERS, AND/OR SENIOR MANAGEMENT THAT ARE INVOLVED IN THE RELATIONSHIP RECUSED FROM THAT PORTION OF THE MEETING AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES HAS A COMPENSATION COMMITTEE THAT REVIEWS THE PRESIDENT'S COMPENSATION AND THE BOARD REVIEWS THE PRESIDENT'S RECOMMENDATION FOR SENIOR STAFF COMPENSATION. PERKINS' WAGE AND SALARY STRUCTURE IS RELATED TO THE DUTIES AND RESPONSIBILITIES OF ITS POSITIONS AND STRIVES TO BE COMPETITIVE FOR THE AREA, CONSISTENT WITH PERKINS' FINANCIAL RESOURCES. PERKINS PERIODICALLY CONDUCTS WAGE AND SALARY SURVEYS TO DETERMINE THE PREVAILING WAGES AND SALARIES PAID FOR SIMILAR POSITIONS IN THE AREA AND AT SIMILAR SCHOOLS AND AGENCIES. PERKINS REVIEWS THE WAGE AND SALARY STRUCTURE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 PERKINS FINANCIAL STATEMENTS ARE AVAILABLE AT OUR WEBSITE AND THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST WITH THE SCHOOL. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -2,077,881. OTHER -11. JOHN MILTON SOCIETY FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 135562284 GENERAL SUPPORT MA 501(C)(3) LINE 12A, I PERKINS SCHOOL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0