BOSTON LATIN SCHOOL ASSOCIATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BOSTON LATIN SCHOOL ASSOCIATION (EIN 04-6035973)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-09
IRS object ID
202221299349303152
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-09T01:57:22-00:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LPG CONSULTINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111 HODGES STREETAddressLine1Txt
CityNO ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046035973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOSTON LATIN SCHOOL ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOSTBusinessNameControlTxt
Phone6174241635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 SCHOOL STREET Room 300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFELIPE FLORES HERRERAPersonNm
Person TitleChief Financal OfficerPersonTitleTxt
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFELIPE FLORESPersonFirstNm
Person LastHERRERAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEWIS GACKPreparerPersonNm
PTINP01086651PTIN
Phone9782582993PhoneNum
Preparation2022-05-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPETER KELLYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 SCHOOL STREET SUITE 300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,646,836GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BLSA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1905FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE ASSOCIATION EXISTS TO PRESERVE AND SUPPORT THE MISSION AND EXCELLENCE OF THE BOSTON LATIN SCHOOL, TO BUILD AND MAINTAIN RELATIONSHIPS WITH ALUMNI, TO RAISE FUNDS FOR THESE ACTIVITIESActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers130TotalVolunteersCnt
Total Gross UBI$44,893TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$43,893NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,037,553PYContributionsGrantsAmt
CY Contributions Grants$2,080,118CYContributionsGrantsAmt
PY Program Service Revenue$112,524PYProgramServiceRevenueAmt
CY Program Service Revenue$42,361CYProgramServiceRevenueAmt
PY Investment Income$403,780PYInvestmentIncomeAmt
CY Investment Income$493,342CYInvestmentIncomeAmt
PY Other Revenue$3,393,402PYOtherRevenueAmt
CY Other Revenue$19,031,015CYOtherRevenueAmt
PY Total Revenue$6,947,259PYTotalRevenueAmt
CY Total Revenue$21,646,836CYTotalRevenueAmt
PY Grants And Similar Paid$2,509,159PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,846,101CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,732,350PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,882,452CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$518,721CYTotalFundraisingExpenseAmt
PY Other Expenses$585,541PYOtherExpensesAmt
CY Other Expenses$548,411CYOtherExpensesAmt
PY Total Expenses$4,827,050PYTotalExpensesAmt
CY Total Expenses$4,276,964CYTotalExpensesAmt
PY Revenues Less Expenses$2,120,209PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,369,872CYRevenuesLessExpensesAmt
Total Assets BOY$66,722,899TotalAssetsBOYAmt
Total Assets EOY$84,037,139TotalAssetsEOYAmt
Total Liabilities BOY$1,469,328TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,413,696TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$65,253,571NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$82,623,443NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ASSOCIATION EXISTS TO PRESERVE AND SUPPORT THE MISSION AND EXCELLENCE OF THE BOSTON LATIN SCHOOL, TO BUILD AND MAINTAIN RELATIONSHIPS WITH ALUMNI, TO RAISE FUNDS FOR THESE ACTIVITIIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,000,124ExpenseAmt
DescBOSTON LATIN SCHOOL SUPPORT IS DESIGNED TO SUPPLEMENT FUNDING OF PROGRAMS IN TECHNOLOGY, LIBRARY, THE ARTS, MUSIC, DRAMA, ATHLETICS AND THE GENERAL ACADEMIC PROGRAM AT BOSTON LATIN SCHOOL, A PUBLIC SECONDARY SCHOOL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$648,282ExpenseAmt
DescSTUDENT SCHOLARSHIPS ARE GRANTS FROM THE ASSOCIATION TO FUND COLLEGE SCHOLARSHIPS TO GRADUATING SENIORS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$248,639ExpenseAmt
DescCOMMUNICATIONS AND PUBLICATIONS TO INFORM AND ENGAGE AND OTHER ALUMNI ACTIVITIESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$196,158TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$3,093,203TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document122IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee23EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledfalseForm1098CFiledInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonFELIPE FLORES HERRERAPersonNm
Phone6179337935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 SCHOOL ST SUITE 300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PETER KELLY
PRESIDENT040.00Yes (X)Yes (X)Yes (X)Yes (X)$236,130$0$35,280
JAMES GARD
CHIEF FINANCIAL OFFICER040.00Yes (X)Yes (X)Yes (X)$144,327$0$28,106
PATRICK HOURIGAN
DIRECTOR OF TECHNOLOGY040.00Yes (X)Yes (X)$119,256$0$26,672
SEAN D KEOHANE
CHAIRYes (X)Yes (X)$0$0$0
MICHAEL CONTOMPASIS
TRUSTEEYes (X)$0$0$0
IVAN RAMIREZ
TRUSTEEYes (X)$0$0$0
ROBERT ALAN
TRUSTEEYes (X)$0$0$0
JANE GORHAM CONNOLLY
TRUSTEEYes (X)$0$0$0
THOMAS SPERA
TRUSTEEYes (X)$0$0$0
ERNANI DEARAUJO
TRUSTEEYes (X)$0$0$0
JIM GOODFIELD
TRUSTEEYes (X)$0$0$0
MICHELLE KNIGHT
VICE CHAIRYes (X)Yes (X)$0$0$0
YVETTE PHILIP
TREASURERYes (X)Yes (X)$0$0$0
BILL GRIFFIN
TRUSTEEYes (X)$0$0$0
MATTHEW O'MALLEY
TRUSTEEYes (X)$0$0$0
LAURA MCDONALD
TRUSTEEYes (X)$0$0$0
BARBARA PETERLIN
TRUSTEEYes (X)$0$0$0
NANCY PRIOR
TRUSTEEYes (X)$0$0$0
WILLIAM SINNOTT
TRUSTEEYes (X)$0$0$0
JEN DIMANNO
TRUSTEEYes (X)$0$0$0
SEE YEE LEE
TRUSTEEYes (X)$0$0$0
RACHEL SKERRITT
HEAD OF SCHOOLYes (X)Yes (X)$0$0$0
JOHN FITZGERALD
TRUSTEEYes (X)$0$0$0
KENNETH CROTTY
TRUSTEEYes (X)$0$0$0
ROSAURYS SOSA
TRUSTEEYes (X)$0$0$0
CATHERINE WONG
TRUSTEEYes (X)$0$0$0
MAGDA HERNANDEZ
CLERKYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$499,713TotalReportableCompFromOrgAmt
Total Other Compensation$90,058TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,080,118AllOtherContributionsAmt
Total Contributions$2,080,118TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EVENTS900099$4,081$4,081
OTHER900099$38,280$38,280
FieldValueIRS element (for citing)
Total Program Service Revenue$42,361TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$493,342TotalRevenueColumnAmt
Related Or Exempt Func Income$448,449RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$44,893UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREALIZED AND UNREALIZED GAINSDesc
Business900099BusinessCd
Total Revenue Column$19,031,015TotalRevenueColumnAmt
Related Or Exempt Func Income$19,031,015RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,031,015OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,646,836TotalRevenueColumnAmt
Related Or Exempt Func Income$19,521,825RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$44,893UnrelatedBusinessRevenueAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,846,101TotalAmt
Program Services$1,846,101ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,551,737TotalAmt
Program Services$912,617ProgramServicesAmt
Management And General$366,789ManagementAndGeneralAmt
Fundraising$272,331FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$216,160TotalAmt
Program Services$100,167ProgramServicesAmt
Management And General$77,084ManagementAndGeneralAmt
Fundraising$38,909FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$114,555TotalAmt
Program Services$61,523ProgramServicesAmt
Management And General$29,997ManagementAndGeneralAmt
Fundraising$23,035FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,278TotalAmt
Program Services$9,285ProgramServicesAmt
Management And General$47,993ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,742TotalAmt
Management And General$27,767ManagementAndGeneralAmt
Fundraising$3,975FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$124,229TotalAmt
Program Services$18,414ProgramServicesAmt
Management And General$42,428ManagementAndGeneralAmt
Fundraising$63,387FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$115,544TotalAmt
Program Services$34,825ProgramServicesAmt
Management And General$48,846ManagementAndGeneralAmt
Fundraising$31,873FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,749TotalAmt
Management And General$298ManagementAndGeneralAmt
Fundraising$3,451FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,209TotalAmt
Program Services$1,819ProgramServicesAmt
Management And General$2,273ManagementAndGeneralAmt
Fundraising$4,117FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,551TotalAmt
Management And General$6,551ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Printing and Publications$62,081$16,016$46,065
Events$37,612$37,187$425
Miscellaneous$81,136$50,821$27,974$2,341
Reunion Expenses$751$751

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,529TotalAmt
Program Services$3,677ProgramServicesAmt
Management And General$12,673ManagementAndGeneralAmt
Fundraising$3,179FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,276,964TotalAmt
Program Services$3,093,203ProgramServicesAmt
Management And General$665,040ManagementAndGeneralAmt
Fundraising$518,721FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$983,383BOYAmt
EOY$394,270EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$518,954BOYAmt
EOY$519,566EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,890,450BOYAmt
EOY$1,105,076EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$192,493BOYAmt
EOY$195,061EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$170,383LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$162,381LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,211BOYAmt
EOY$8,002EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$63,121,408BOYAmt
EOY$81,815,164EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$66,722,899BOYAmt
EOY$84,037,139EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$729,555BOYAmt
EOY$769,430EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$739,773BOYAmt
EOY$644,266EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,469,328BOYAmt
EOY$1,413,696EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,188,798BOYAmt
EOY$2,488,210EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,064,773BOYAmt
EOY$80,135,233EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$65,253,571BOYAmt
EOY$82,623,443EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,722,899BOYAmt
EOY$84,037,139EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$17,369,872ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,152,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,302,582CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,336,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,037,553CurrentTaxYearMinus1YearAmt
Current Tax Year$2,080,118CurrentTaxYearAmt
Total$19,908,763TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,152,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,302,582CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,336,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,037,553CurrentTaxYearMinus1YearAmt
Current Tax Year$2,080,118CurrentTaxYearAmt
Total$19,908,763TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$19,908,763PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$399,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$515,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$466,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$403,780CurrentTaxYearMinus1YearAmt
Current Tax Year$493,342CurrentTaxYearAmt
Total$2,278,686TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$119,519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,119CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,796CurrentTaxYearMinus1YearAmt
Current Tax Year$42,361CurrentTaxYearAmt
Total$418,073TotalAmt
FieldValueIRS element (for citing)
Total Support$22,605,522TotalSupportAmt
Public Support CY1700.88070PublicSupportCY170Pct
Public Support PY1700.57190PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,064,773BeginningYearBalanceAmt
Contributions$781,215ContributionsAmt
Investment Earnings Or Losses$19,239,034InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,337,002GrantsOrScholarshipsAmt
Administrative Expenses$612,787AdministrativeExpensesAmt
End Year Balance$80,135,233EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$61,188,296BeginningYearBalanceAmt
Contributions$1,564,806ContributionsAmt
Investment Earnings Or Losses$3,743,238InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,844,387GrantsOrScholarshipsAmt
Administrative Expenses$587,180AdministrativeExpensesAmt
End Year Balance$63,064,773EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,550,812BeginningYearBalanceAmt
Contributions$3,431,878ContributionsAmt
Investment Earnings Or Losses$3,097,980InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,316,577GrantsOrScholarshipsAmt
Administrative Expenses$575,797AdministrativeExpensesAmt
End Year Balance$61,188,296EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,089,610BeginningYearBalanceAmt
Contributions$2,076,650ContributionsAmt
Investment Earnings Or Losses$3,934,514InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,053,236GrantsOrScholarshipsAmt
Administrative Expenses$496,726AdministrativeExpensesAmt
End Year Balance$57,550,812EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,185,850BeginningYearBalanceAmt
Contributions$2,925,438ContributionsAmt
Investment Earnings Or Losses$6,099,733InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,450,219GrantsOrScholarshipsAmt
Administrative Expenses$671,192AdministrativeExpensesAmt
End Year Balance$54,089,610EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.02000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.34400PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.64200TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$170,383OtherCostOrOtherBasisAmt
Depreciation$162,381DepreciationAmt
Book Value$8,002BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,002TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFederal income taxesDesc
FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$21,646,836TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$21,646,836RevenueSubtotalAmt
Total Revenue Per Form990$21,646,836TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,276,964TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$4,276,964ExpensesSubtotalAmt
Total Expenses Per Form990$4,276,964TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd
Licensed StatesMALicensedStatesCd
Gaming With NonmembersfalseGamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient413RecipientCnt
Cash Grant$648,282CashGrantAmt
Valuation Method UsedBookValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III Line 1FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION FOLLOWS STRICT GUIDELINES AS TO THE ELIGIBILTY OF STUDENTS TO BE AWARDED SCHOLARSHIPS. COMMITTEE OF SCHOOL AND ASSOCIATION EMPLOYEES DETERMINE WINNERSExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
PETER KELLY
PRESIDENT$223,590$12,540$16,529$18,751$271,410
JAMES GARD
CHIEF FINANCIAL OFFICER$142,327$2,000$10,103$18,003$172,433

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Part III, Line 4dFormAndLineReferenceDesc
ExplanationProgram Service Expenses 196,158, Grants and allocations 0, Revenue 0 Boston Latin School Association organizes events to engage alumni and freinds both locally and regionallyExplanationTxt

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