2022-03-07T18:36:38-06:00 2021-06-30 BDO USA LLP ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2020-07-01 043580876 Boston Trinity Academy Inc % ANN CONNORS BUSINESS DIRECT BOST 6173643700 17 Hale Street Boston MA 02136 Frank Guerra PRESIDENT/HEADMASTER 6173643700 2022-03-01 true Frank Guerra XXX-XX-XXXX Brian Vigneault P00540650 6174220700 2022-03-01 2 2020 2022-09-23 18:48:47Z Frank Guerra 17 Hale Street Boston MA 02136 7197252 false X WWW.BOSTONTRINITY.ORG X 2002 MA TO EDUCATE WITH A CHRISTIAN WORLDVIEW AND HIGH ACADEMIC ACHIEVEMENT. 27 25 58 26 0 2030179 1217626 5110530 5273164 59810 15199 107343 691263 7307862 7197252 1878690 1846317 0 0 3490289 3784311 0 0 374249 998066 1603053 6367045 7233681 940817 -36429 13529160 12797337 4267365 3224464 9261795 9572873 TO EDUCATE STUDENTS FROM DIVERSE BACKGROUNDS IN AN ACADEMICALLY DEMANDING CHRIST-CENTERED COMMUNITY, INSPIRING THEM TO LEAD LIVES OF FAITH, INTEGRITY & SERVICE. false false 6371152 1846317 5273164 BOSTON TRINITY ACADEMY HELD CLASSES DURING THE YEAR SERVING APPROXIMATELY 230 STUDENTS ACROSS GRADES 6-12. THESE COLLEGE-PREPARATORY CLASSES INCLUDING MATH, SCIENCE, HISTORY, ENGLISH, HUMANITIES, ETC. 6371152 true true false false false false false false false false true false false false false true true false true false false false false false false false false false true true false false false false true false true false true false false false false false false false false true 25 0 true 58 true false false false false false false false false false false false false X 27 25 false false false false false false false true true false false true true true true true true true true false MA X ANN CONNORS BUSINESS DIRECT 6173643700 17 HALE STREET BOSTON MA 02136 Frank Guerra Headmaster and President 60.0 0.0 X X 184707 0 12021 Timothy Belk Assistant Headmaster 40.0 0.0 X 128683 0 24001 Danny Tao Director of Development 40.0 0.0 X 111632 0 23918 Robert Bradley Chairman 10.0 0.0 X X 0 0 0 Julie Halvorsen Vice Chairman 10.0 0.0 X X 0 0 0 Ravi Ravichandran Vice Chairman 10.0 0.0 X X 0 0 0 Sarah Raux Treasurer 10.0 0.0 X X 0 0 0 Doug Vassos Clerk/Secretary 10.0 0.0 X X 0 0 0 Barbara Shingleton BOARD MEMBER 1.0 0.0 X 0 0 0 Dee Silveira-Baptista BOARD MEMBER 1.0 0.0 X 0 0 0 Sam Acevedo BOARD MEMBER 1.0 0.0 X 0 0 0 Tracy Balboni BOARD MEMBER 1.0 0.0 X 0 0 0 Herman Smith Board Member 1.0 0.0 X 0 0 0 Kyran Wilson Board Member 1.0 0.0 X 0 0 0 Etzer Darout Board Member 1.0 0.0 X 0 0 0 Brian Pothier Board MEMBER 1.0 0.0 X 0 0 0 Jean Sicurella Board MEMBER 1.0 0.0 X 0 0 0 John Tocci board MEMBER 1.0 0.0 X 0 0 0 Mark Scott board MEMBER 1.0 0.0 X 0 0 0 Alex Ewing boaRD MEMBER 1.0 0.0 X 0 0 0 Cassie Gurnon BOARD MEMBER 1.0 0.0 X 0 0 0 Jeannine Hodge Board Member 1.0 0.0 X 0 0 0 Megan Webb Board Member 1.0 0.0 X 0 0 0 Walter Weld Board Member 1.0 0.0 X 0 0 0 Jordan Rasmusson Board Member 1.0 0.0 X 0 0 0 Michael Burd Board Member 1.0 0.0 X 0 0 0 Rosalind Picard Board Member 1.0 0.0 X 0 0 0 Robert Bradley IV Assistant Treasurer 10.0 0.0 X X 0 0 0 Bridget Dujardin President of Parents Assoc. 1.0 0.0 X 0 0 0 425022 0 59940 3 false true false Bowden Construction 220 Reservoir Street Ste 1 NEEDHAM HEIGHTS MA 02494 Construction 582832 1 1217626 193737 1217626 TUITION 900099 5136250 5136250 FEES 900099 136914 136914 5273164 15199 15199 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 34963 34963 FORGIVENESS OF DEBT 900099 656300 656300 691263 7197252 5308127 671499 0 1846317 1846317 0 0 484962 392925 50436 41601 0 2590700 2099031 269432 222237 0 446013 361368 46385 38260 262636 212792 27314 22530 0 0 18851 18851 0 0 0 652022 635152 16870 22000 22000 11260 9571 1126 563 94488 90613 3875 0 0 382 229 153 0 0 67749 60974 6775 0 158113 126490 31623 35454 30136 5318 OTHER PROGRAM EXPENSES 100586 100586 REPAIRS AND MAINTENANCE 78122 70309 7813 UTILITIES 66975 59464 7511 ADMISSIONS 38005 38005 259046 215190 11821 32035 7233681 6371152 488280 374249 275 275 6303688 5391591 0 0 16663 14127 0 0 0 0 0 0 0 0 54638 36986 8330775 2302373 6186515 6028402 967381 1325956 0 0 0 0 0 0 0 0 13529160 12797337 273075 320421 0 0 769541 483269 0 0 0 0 0 0 3224749 2420774 0 0 0 0 4267365 3224464 X 4764894 5152749 4496901 4420124 9261795 9572873 13529160 12797337 -36429 347507 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2860987 2860987 4774452 1680279 3094173 497272 493539 3733 198064 128555 69509 6028402 0 0 X 5698442 347507 347507 5350935 1846317 1846317 7197252 5387364 5387364 1846317 1846317 7233681 PART X, LINE 2: The Academy is exempt from federal and state income taxes under the provisions of Section 501(a) of the Internal Revenue Code ("IRC") as an entity described in Section 501(c)(3). Therefore, no provision for income taxes has been made. The Academy has been determined to be other than a private foundation by the Internal Revenue Service ("IRS"). Under ASC 740, an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination by a taxing authority. The Academy does not believe it has taken any material uncertain tax positions, and accordingly, it has not recorded any liability for unrecognized tax benefits. The Academy has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the Academy has filed IRS Form 990 information returns, as requested, and all other applicable returns in jurisdictions where so required. For the year ended June 30, 2021 there was no interest or penalties recorded or included in the statement of activities. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH TUITION REVENUE 1,846,317 FUNDRAISING EXPENSES INCLUDED WITH REVENUE -15,735 TOTAL TO SCHEDULE D, PART XI, LINE 4B 1,830,582 PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH TUITION REVENUE 1,846,317 FUNDRAISING EXPENSES INCLUDED WITH REVENUE -15,735 TOTAL TO SCHEDULE D, PART XII, LINE 4B 1,830,582 true true true true true true true false false false false false false false false false false true Schedule E Line 3 THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE BOSTON GLOBE false STUDENT FINANCIAL AID 156 1846317 SCHEDULE I, PART I, LINE 2 THE ORGANIZATION OFFERS FINANCIAL AID/SCHOLARSHIPS THAT REDUCES THE AMOUNT OF TUITION THAT A FAMILY PAYS. X X false false false false false false false false false Frank Guerra Headmaster and President 184707 0 0 0 0 0 1500 0 10521 0 196728 0 0 0 Timothy Belk Assistant Headmaster 128683 0 0 0 0 0 1500 0 22501 0 152684 0 0 0 Part II: The academy has a defined contribution salary deferral retirement plan (The "403(B) Plan") which qualifies under Section 403(B) of the Internal Revenue Code ("IRC"). The 403(B) plan covers substantially all employees who are age 21 and work at least 1,000 hours a year and allows participants to defer a portion of their annual compensation subject to IRC limits. The academy makes a discretionary matching contribution on the first $1,500 of employee deferrals after one year of employment. Luke Hodge CHILD OF BOARD MEMBER 13200 FINANCIAL AID FINANCIAL AID Ella Upton Child of Board Member 5400 FINANCIAL AID FINANCIAL AID Everett Upton CHILD OF BOARD MEMBER 5400 FINANCIAL AID FINANCIAL AID REBEKAH GUERRA SPOUSE OF HEADMASTER 85838 SALARY false SCH L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: (A) NAME OF PERSON: LUKE HODGE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: CHILD OF BOARD MEMBER JEANNINE HODGE (C) AMOUNT OF GRANT $13,200. (D) TYPE OF ASSISTANCE: FINANCIAL AID (E) PURPOSE OF ASSISTANCE: FINANCIAL AID (A) NAME OF PERSON: ELLA UPTON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: CHILD OF BOARD MEMBER JEAN SICURELLA (C) AMOUNT OF GRANT $5,400. (D) TYPE OF ASSISTANCE: FINANCIAL AID (E) PURPOSE OF ASSISTANCE: FINANCIAL AID (A) NAME OF PERSON: EVERETT UPTON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: CHILD OF BOARD MEMBER JEAN SICURELLA (C) AMOUNT OF GRANT $5,400. (D) TYPE OF ASSISTANCE: FINANCIAL AID (E) PURPOSE OF ASSISTANCE: FINANCIAL AID SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: REBEKAH GUERRA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SPOUSE OF HEADMASTER FRANK GUERRA X 9 193737 FAIR MARKET VALUE false false false FORM 990, PART VI, SECTION A, LINE 1: BOARD ESTABLISHED EXECUTIVE COMMITTEE WITH AUTHORITY TO ACT FROM TIME TO TIME ON BEHALF OF THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION B, LINE 11: THE CHAIRMAN AND TREASURER OF THE BOARD REVIEW THE 990 AND THEN MAKE COPIES AVAILABLE TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. IF A FAMILY MEMBER IS BEING CONSIDERED FOR EMPLOYMENT THE BOARD MUST VOTE UNANIMOUSLY ON THE HIRE. BOARD MEMBERS RECUSE THEMSELVES IF THERE IS ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15: THE PROCESS FOR DETERMINING THE COMPENSATION FOR TOP MANANGEMENT INCLUDES A REVIEW OF COMPARABLE BENCHMARKS WITH PRIVATE/PUBLIC SCHOOLS AND APPROVAL BY THE BOARD OF DIRECTORS. THE REVIEW AND DISCUSSION IS A PART OF BOARD MINUTES. THE REVIEW IS DONE ANNUALLY AT THE FEBRUARY MEETING. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE PROCESS OF BOSTON TRINITY HAVING A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.