TRUSTEES OF DEERFIELD ACADEMY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF DEERFIELD ACADEMY (EIN 04-2103563)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202221319349304017
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T14:19:55-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF DEERFIELD ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 4137740241 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 013420087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW SHEEHY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4137740241 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | SHEEHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN TOSCANO | PreparerPersonNm |
| PTIN | P00358542 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW SHEEHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 013420087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $215,893,100 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DEERFIELD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1797 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | DEERFIELD ACADEMY IS AN INDEPENDENT SECONDARY SCHOOL COMMITTED TO HIGH STANDARDS OF SCHOLARSHIP, CITIZENSHIP, AND PERSONAL RESPONSIBILITY. THROUGH A RIGOROUS LIBERAL ARTS CURRICULUM, EXTENSIVE CO-CURRICULAR PROGRAM, AND SUPPORTIVE RESIDENTIAL ENVIRONMENT, DEERFIELD ENCOURAGES EACH STUDENT TO DEVELOP AN INQUISITIVE AND CREATIVE MIND, SOUND BODY, AND STRONG MORAL CHARACTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 580 | TotalEmployeeCnt |
| Total Volunteers | 471 | TotalVolunteersCnt |
| Total Gross UBI | $3,359,038 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,782,693 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,154,510 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,305,649 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,974,078 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,199,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,407,423 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,940,747 | CYInvestmentIncomeAmt |
| PY Other Revenue | $483,986 | PYOtherRevenueAmt |
| CY Other Revenue | $1,224,965 | CYOtherRevenueAmt |
| PY Total Revenue | $87,019,997 | PYTotalRevenueAmt |
| CY Total Revenue | $143,670,696 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,782,164 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,392,979 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,227,932 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,594,715 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,832,299 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,481,604 | PYOtherExpensesAmt |
| CY Other Expenses | $35,516,401 | CYOtherExpensesAmt |
| PY Total Expenses | $72,491,700 | PYTotalExpensesAmt |
| CY Total Expenses | $83,505,095 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,528,297 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,165,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,009,854,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,240,159,164 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,667,233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,489,041 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $925,187,362 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,158,670,123 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DEERFIELD ACADEMY IS AN INDEPENDENT SECONDARY SCHOOL COMMITTED TO HIGH STANDARDS OF SCHOLARSHIP, CITIZENSHIP, AND PERSONAL RESPONSIBILITY. THROUGH A RIGOROUS LIBERAL ARTS CURRICULUM, EXTENSIVE CO-CURRICULAR PROGRAM, AND SUPPORTIVE RESIDENTIAL ENVIRONMENT, DEERFIELD ENCOURAGES EACH STUDENT TO DEVELOP AN INQUISITIVE AND CREATIVE MIND, SOUND BODY, AND STRONG MORAL CHARACTER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $66,063,660 | ExpenseAmt |
| Grant | $12,392,979 | GrantAmt |
| Revenue | $40,336,355 | RevenueAmt |
| Desc | DURING THE 2020-2021 ACADEMIC YEAR, 577 BOARDING AND 72 DAY STUDENTS WERE ENROLLED AT DEERFIELD ACADEMY. OUR PROGRAMS OF SECONDARY EDUCATION (GRADES 9-12) INCLUDE THE DEVELOPMENT OF OUR STUDENTS' ACADEMIC AND SCHOLARSHIP SKILLS, CITIZENSHIP AND CHARACTER. COMMUNITY SERVICE, ATHLETIC PROGRAMS AND EXTRA-CURRICULAR ACTIVITIES ARE INTEGRATED AS A PART OF THE SCHOOL'S LONGSTANDING INTELLECTUAL AND MORAL TRADITION. | Desc |
| Total Program Service Expenses | $66,063,660 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 154 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 580 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG ROLLAND CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137741412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DEERFIELD ACADEMY | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 013420087 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AUSTIN JOHN | ||||||||
| HEAD OF SCHOOL/TRUSTEE | 60.00 | Yes (X) | Yes (X) | $799,294 | $0 | $129,971 | ||
| SIMMONS BRIAN | ||||||||
| PRESIDENT | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GOVI LEILA | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WRIGHT VICTOR | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RUTH ALICE | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLARK BENJAMIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOWLING III JOSEPH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN ANNA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FLEMING SR GREGORY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREENHILL JOSHUA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREER PHILIP | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HARSCH AMY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| IDEHEN JR FRANCIS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KUO STANFORD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAVELY VANESSA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEIST ELIZABETH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MCINERNEY MARK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MOSLEY DANIEL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NEWTON DIANA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PARKER C ALLEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| QUAZZO STEPHEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTS JANICE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROCKEFELLER MARK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEIN ELLEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ULLYOT THEODORE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WACHSMAN RODOLFO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WEYMOUTH ELIZABETH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FINAN KEITH | ||||||||
| CHIEF FINANCIAL OFFICER | 60.00 | Yes (X) | $345,670 | $0 | $60,071 | |||
| ROMBERGER ANN | ||||||||
| CHIEF ADVANCEMENT OFFICER | 60.00 | $286,808 | $0 | $51,688 | Yes (X) | |||
| TAYLOR JOHN | ||||||||
| DEAN OF FACULTY | 60.00 | $235,484 | $0 | $90,943 | Yes (X) | |||
| BENSON BRYANT | ||||||||
| DIRECTOR OF MEDICAL SERVICES | 60.00 | $187,572 | $0 | $77,047 | Yes (X) | |||
| SPENCER MARK | ||||||||
| DIRECTOR OF COLLEGE ADVISING | 60.00 | $165,416 | $0 | $92,122 | Yes (X) | |||
| SHELBURNE ERIKA | ||||||||
| DIRECTOR OF INTL. ADVANCEMENT | 60.00 | $196,459 | $0 | $32,922 | Yes (X) | |||
| KIMBERLY BUTZ | ||||||||
| DIRECTOR OF ITS/COMPUTER SCIENCE | 60.00 | $164,510 | $0 | $60,762 | Yes (X) | |||
| MOORE RACHEL | ||||||||
| DIRECTOR OF LEADERSHIP GIFTS | 60.00 | $185,263 | $0 | $39,279 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,566,476 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $634,805 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEASIDE ICE LLC DBA ICE AMERICA | |||||
| 807 SPRUCELAKE DRIVE | HARBOR CITY | CA | 90710 | ICE RINK PRODUCTION | $399,285 |
| MAHAFFEY USA | |||||
| 4161 DELP STREET | MEMPHIS | TN | 38118 | EVENT & TENT RENTALS | $377,782 |
| JOHN MOORE PAINTING | |||||
| 785 WENDELL ROAD | SHUTESBURY | MA | 01072 | PAINTING & RESTORATION | $157,004 |
| CALLAHAN PAINTING | |||||
| 8A HARKNESS ROAD | PELHAM | MA | 01002 | PAINTING & RESTORATION | $149,883 |
| STOREBECK SEARCH LLC | |||||
| 1400 N PROVIDENCE ROAD SUITE 300 | MEDIA | PA | 19063 | EXECUTIVE SEARCH | $130,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $36,305,649 | AllOtherContributionsAmt |
| Noncash Contributions | $17,254,258 | NoncashContributionsAmt |
| Total Contributions | $36,305,649 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $39,841,874 | $39,841,874 |
| AUXILIARY PROGRAMS | 611710 | $288,986 | $288,986 |
| SUMMER EDUCATION | 611710 | $68,475 | $68,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,199,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,551,754 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,614,507 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,166,261 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,424,344 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,035,351 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,388,993 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,388,993 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,973,545 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,415,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $324,073 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $187,053 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,020 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GAIN ON BOND REFINANCING | 900099 | $1,018,687 | $1,018,687 |
| OTHER REVENUE | 900099 | $69,258 | $69,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,087,945 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,670,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,336,355 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,359,038 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,669,654 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,433 | TotalAmt |
| Program Services | $537,433 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,855,546 | TotalAmt |
| Program Services | $11,855,546 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,421 | TotalAmt |
| Program Services | $239,836 | ProgramServicesAmt |
| Management And General | $1,174,955 | ManagementAndGeneralAmt |
| Fundraising | $417,630 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,435 | TotalAmt |
| Program Services | $23,949 | ProgramServicesAmt |
| Management And General | $26,000 | ManagementAndGeneralAmt |
| Fundraising | $86,486 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,283,753 | TotalAmt |
| Program Services | $17,549,173 | ProgramServicesAmt |
| Management And General | $3,368,303 | ManagementAndGeneralAmt |
| Fundraising | $2,366,277 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,492,143 | TotalAmt |
| Program Services | $1,858,583 | ProgramServicesAmt |
| Management And General | $382,301 | ManagementAndGeneralAmt |
| Fundraising | $251,259 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,962,392 | TotalAmt |
| Program Services | $4,092,396 | ProgramServicesAmt |
| Management And General | $1,221,625 | ManagementAndGeneralAmt |
| Fundraising | $648,371 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,571 | TotalAmt |
| Program Services | $1,355,657 | ProgramServicesAmt |
| Management And General | $337,944 | ManagementAndGeneralAmt |
| Fundraising | $193,970 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,041 | TotalAmt |
| Management And General | $379,041 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,500 | TotalAmt |
| Management And General | $81,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Fundraising | $1,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,823 | TotalAmt |
| Management And General | $424,823 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,937 | TotalAmt |
| Program Services | $197,009 | ProgramServicesAmt |
| Management And General | $130,994 | ManagementAndGeneralAmt |
| Fundraising | $199,934 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,547 | TotalAmt |
| Program Services | $18,572 | ProgramServicesAmt |
| Management And General | $14,986 | ManagementAndGeneralAmt |
| Fundraising | $20,989 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,860 | TotalAmt |
| Program Services | $395,841 | ProgramServicesAmt |
| Management And General | $370,686 | ManagementAndGeneralAmt |
| Fundraising | $95,333 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149,774 | TotalAmt |
| Program Services | $928,617 | ProgramServicesAmt |
| Management And General | $188,044 | ManagementAndGeneralAmt |
| Fundraising | $33,113 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,355,213 | TotalAmt |
| Program Services | $3,155,242 | ProgramServicesAmt |
| Management And General | $166,419 | ManagementAndGeneralAmt |
| Fundraising | $33,552 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,206 | TotalAmt |
| Program Services | $67,062 | ProgramServicesAmt |
| Management And General | $507 | ManagementAndGeneralAmt |
| Fundraising | $2,637 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,565 | TotalAmt |
| Program Services | $137,489 | ProgramServicesAmt |
| Management And General | $77,451 | ManagementAndGeneralAmt |
| Fundraising | $625 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,011 | TotalAmt |
| Program Services | $1,582,011 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,779,874 | TotalAmt |
| Program Services | $8,256,593 | ProgramServicesAmt |
| Management And General | $435,482 | ManagementAndGeneralAmt |
| Fundraising | $87,799 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,946 | TotalAmt |
| Management And General | $772,946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COVID RESPONSE | $11,899,018 | $10,583,901 | $1,315,117 | |
| FOOD | $1,221,832 | $1,189,681 | $14,708 | $17,443 |
| EQUIPMENT | $517,077 | $367,728 | $101,585 | $47,764 |
| TEXTBOOKS | $352,032 | $350,933 | $1,005 | $94 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,271,145 | TotalAmt |
| Program Services | $1,320,408 | ProgramServicesAmt |
| Management And General | $1,622,714 | ManagementAndGeneralAmt |
| Fundraising | $328,023 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,505,095 | TotalAmt |
| Program Services | $66,063,660 | ProgramServicesAmt |
| Management And General | $12,609,136 | ManagementAndGeneralAmt |
| Fundraising | $4,832,299 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,087 | BOYAmt |
| EOY | $26,394 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,611,611 | BOYAmt |
| EOY | $26,746,910 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,902,387 | BOYAmt |
| EOY | $32,231,379 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,107 | BOYAmt |
| EOY | $320,559 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,057 | BOYAmt |
| EOY | $345,918 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,998,380 | BOYAmt |
| EOY | $1,030,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $356,562,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,932,305 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,786,137 | BOYAmt |
| EOY | $268,629,730 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,203,254 | BOYAmt |
| EOY | $287,915,352 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,994,069 | BOYAmt |
| EOY | $622,259,602 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,519,506 | BOYAmt |
| EOY | $653,181 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,854,595 | BOYAmt |
| EOY | $1,240,159,164 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,503,112 | BOYAmt |
| EOY | $7,097,573 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,574,255 | BOYAmt |
| EOY | $3,459,958 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,416,689 | BOYAmt |
| EOY | $43,546,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,173,177 | BOYAmt |
| EOY | $2,385,510 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,667,233 | BOYAmt |
| EOY | $81,489,041 | 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 | $380,909,725 | BOYAmt |
| EOY | $439,067,485 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,277,637 | BOYAmt |
| EOY | $719,602,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,187,362 | BOYAmt |
| EOY | $1,158,670,123 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,854,595 | BOYAmt |
| EOY | $1,240,159,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $60,165,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $178,023,007 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,705,847 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,354,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,636,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,154,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,154,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,305,649 | CurrentTaxYearAmt |
| Total | $131,606,242 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,354,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,636,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,154,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,154,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,305,649 | CurrentTaxYearAmt |
| Total | $131,606,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,328,989 | SubstantialContributorsTotAmt |
| Public Support Total170 | $102,277,253 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,667,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,362,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,188,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,502,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,166,261 | CurrentTaxYearAmt |
| Total | $15,887,430 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $261,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,776,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,359,221 | CurrentTaxYearAmt |
| Total | $6,429,304 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,224,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,238,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,211,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,087,945 | CurrentTaxYearAmt |
| Total | $4,797,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $158,720,920 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $196,092,449 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2016 AMOUNT: $ 89,472. 2017 AMOUNT: $ 137,432. 2018 AMOUNT: $ 121,820. 2019 AMOUNT: $ -16,204. 2020 AMOUNT: $ 69,258. OUTSIDE FUNCTION REVENUE - 2016 AMOUNT: $ 18,543. 2017 AMOUNT: $ 14,845. 2018 AMOUNT: $ 16,642. 2019 AMOUNT: $ 14,351. 2020 AMOUNT: $ 0. SALES OF INVENTORY - 2016 AMOUNT: $ 986,098. 2017 AMOUNT: $ 987,053. 2018 AMOUNT: $ 1,039,104. 2020 AMOUNT: $ 0. SUMMER SPORTS CAMP - 2016 AMOUNT: $ 130,323. 2017 AMOUNT: $ 98,981. 2018 AMOUNT: $ 33,996. 2019 AMOUNT: $ 37,543. 2020 AMOUNT: $ 0. GAIN ON BOND REFINANCING - 2020 AMOUNT: $ 1,018,687. | ExplanationTxt |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $632,329,934 | BeginningYearBalanceAmt |
| Contributions | $25,616,179 | ContributionsAmt |
| Investment Earnings Or Losses | $231,963,328 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,707,258 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,648,720 | OtherExpendituresAmt |
| End Year Balance | $863,553,463 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $603,352,392 | BeginningYearBalanceAmt |
| Contributions | $7,573,791 | ContributionsAmt |
| Investment Earnings Or Losses | $46,050,201 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,926,394 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,720,056 | OtherExpendituresAmt |
| End Year Balance | $632,329,934 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $595,378,477 | BeginningYearBalanceAmt |
| Contributions | $6,564,194 | ContributionsAmt |
| Investment Earnings Or Losses | $24,410,447 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,241,481 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,759,245 | OtherExpendituresAmt |
| End Year Balance | $603,352,392 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $569,543,991 | BeginningYearBalanceAmt |
| Contributions | $8,181,268 | ContributionsAmt |
| Investment Earnings Or Losses | $60,065,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,566,898 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,845,111 | OtherExpendituresAmt |
| End Year Balance | $595,378,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $503,540,868 | BeginningYearBalanceAmt |
| Contributions | $7,014,018 | ContributionsAmt |
| Investment Earnings Or Losses | $79,008,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,977,497 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,042,233 | OtherExpendituresAmt |
| End Year Balance | $569,543,991 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,068,626 | OtherCostOrOtherBasisAmt |
| Book Value | $5,068,626 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,610,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,068,342 | DepreciationAmt |
| Book Value | $251,542,312 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,470,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,668,431 | DepreciationAmt |
| Book Value | $7,802,350 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,411,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,195,532 | DepreciationAmt |
| Book Value | $4,216,442 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $268,629,730 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $325,323,163 | F |
| ALTERNATIVE ASSETS | $287,481,290 | F |
| CASH AND CASH EQUIVALENTS | $9,455,149 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $622,259,602 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INCOME OBLIGATIONS | Desc |
| Amt | $2,385,510 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,385,510 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $304,165,828 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $178,023,007 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$16,941,183 | OtherRevenueAmt |
| Revenue Not Reported | $161,081,824 | RevenueNotReportedAmt |
| Revenue Subtotal | $143,084,004 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $586,692 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $586,692 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $143,670,696 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,683,067 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $187,053 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $187,053 | ExpensesNotReportedAmt |
| Expenses Subtotal | $70,496,014 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $586,692 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,422,389 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,009,081 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,505,095 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | CONTRIBUTIONS OF ASSETS OTHER THAN CASH ARE RECORDED AT THEIR ESTIMATED FAIR VALUE AT THE DATE OF GIFT EXCEPT THAT CONTRIBUTIONS OF WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS HELD AS PART OF COLLECTIONS ARE NOT RECOGNIZED OR CAPITALIZED. |
| PART III, LINE 4: | DEERFIELD ACADEMY MAINTAINS A COLLECTION OF ART AND HISTORICAL ITEMS FOR USE IN ITS ADVANCEMENT OF STUDENT EDUCATION AND AS A RESOURCE FOR THE STUDY AND EXPLORATION OF ART, HISTORY, CULTURE, CURRENT AFFAIRS, AESTHETICS, AND MEDIA. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE FOR FINANCIAL AID, FACULTY SALARIES, PROFESSIONAL DEVELOPMENT, GENERAL OPERATIONS, AND OTHER. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 187,053. FINANCIAL AID & TUITION REMISSION -12,422,389. CHANGE IN PLEDGE RESERVES -4,705,847. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 187,053. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID & TUITION REMISSION 12,422,389. |
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 NONDISCRIMINATION STATEMENT IS AVAILABLE ON OUR WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $481,146,406 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $24,688,333 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENTS | -$12,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $505,822,023 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $505,822,023 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|
| TOWN OF DEERFIELD | ||||||
| 501(C)(3) | $439,500 | $4,500 | COST | OUT-OF-POCKET-EXPENSES WHILE PROVIDING SERVICES | GENERAL SUPPORT | |
| UNITED WAY OF FRANKLIN COUNTY | ||||||
| 501(C)(3) | $20,079 | GENERAL SUPPORT | 042212894 | |||
| DEERFIELD AREA FIRE PROTECTION DISTRICT | ||||||
| 501(C)(4) | $23,400 | GENERAL SUPPORT | ||||
| SECOND HELPINGS CO EPISCOPAL CHURCH OF SAINTS JAMES AND ANDREW | ||||||
| 501(C)(3) | $13,300 | COST | OUT-OF-POCKET-EXPENSES WHILE PROVIDING SERVICES | GENERAL SUPPORT | 833210345 | |
| BIG BROTHERSBIG SISTERS OF FRANKLIN COUNTY | ||||||
| 501(C)(3) | $10,000 | $1,194 | COST | OUT-OF-POCKET-EXPENSES WHILE PROVIDING SERVICES | GENERAL SUPPORT | 042491950 |
| FRONTIER REGIONAL AND UNION #38 SCHOOL DISTRICTS | ||||||
| 501(C)(3) | $25,000 | $460 | COST | OUT-OF-POCKET-EXPENSES WHILE PROVIDING SERVICES | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS | 236 | $11,307,290 | CASH VALUE | TUITION & FEES |
| OTHER STUDENT SUPPORT | 71 | $548,256 | CASH VALUE | OTHER STUDENT SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE NEEDS-BASED FINANCIAL AID AND ARE PROVIDED VIA A REDUCTION IN TUITION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| 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 |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUSTIN JOHN | ||||||||||||||
| HEAD OF SCHOOL/TRUSTEE | $574,923 | $0 | $0 | $0 | $224,371 | $0 | $55,007 | $0 | $74,964 | $0 | $929,265 | $0 | $0 | $0 |
| FINAN KEITH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $326,420 | $0 | $0 | $0 | $19,250 | $0 | $38,230 | $0 | $21,841 | $0 | $405,741 | $0 | $0 | $0 |
| ROMBERGER ANN | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $286,808 | $0 | $0 | $0 | $0 | $0 | $37,126 | $0 | $14,562 | $0 | $338,496 | $0 | $0 | $0 |
| TAYLOR JOHN | ||||||||||||||
| DEAN OF FACULTY | $219,984 | $0 | $0 | $0 | $15,500 | $0 | $30,950 | $0 | $59,993 | $0 | $326,427 | $0 | $0 | $0 |
| BENSON BRYANT | ||||||||||||||
| DIRECTOR OF MEDICAL SERVICES | $185,172 | $0 | $0 | $0 | $2,400 | $0 | $24,940 | $0 | $52,107 | $0 | $264,619 | $0 | $0 | $0 |
| SPENCER MARK | ||||||||||||||
| DIRECTOR OF COLLEGE ADVISING | $164,216 | $0 | $0 | $0 | $1,200 | $0 | $21,497 | $0 | $70,625 | $0 | $257,538 | $0 | $0 | $0 |
| SHELBURNE ERIKA | ||||||||||||||
| DIRECTOR OF INTL. ADVANCEMENT | $181,459 | $0 | $0 | $0 | $15,000 | $0 | $25,022 | $0 | $7,900 | $0 | $229,381 | $0 | $0 | $0 |
| KIMBERLY BUTZ | ||||||||||||||
| DIRECTOR OF ITS/COMPUTER SCIENCE | $162,110 | $0 | $0 | $0 | $2,400 | $0 | $21,097 | $0 | $39,665 | $0 | $225,272 | $0 | $0 | $0 |
| MOORE RACHEL | ||||||||||||||
| DIRECTOR OF LEADERSHIP GIFTS | $175,513 | $0 | $0 | $0 | $9,750 | $0 | $23,837 | $0 | $15,442 | $0 | $224,542 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS ALLOWED FOR INTERNATIONAL TRIPS ONLY. CERTAIN PERSONAL SERVICES ARE PROVIDED TO THE HEAD OF SCHOOL AND SPOUSE, TO ASSIST THEM IN FULFILLING THEIR RESPONSIBILITIES AND DUTIES TO THE ACADEMY. THESE POLICIES ARE IN WRITING. EMPLOYEES WHO ARE PROVIDED HOUSING ARE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THESE HOMES ARE AVAILABLE FOR HOUSING VISITORS AND FOR OTHER USES DURING SCHOOL SPONSORED EVENTS. |
| PART I, LINE 4B | JOHN AUSTIN PARTICIPATES IN A 457(F) PLAN. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MA DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2013-05-02 | $15,000,000 | TO EXPAND AND RENOVATE THE FINE ARTS BUILDING | 0 | 0 | 0 |
| MA DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2020-07-22 | $60,615,000 | REFUNDING OF SERIES 2010 BONDS AND FOR ANTICIPATED CONSTRUCTION PROJECT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,000,000 | $15,000,000 | $107,600 | $14,892,400 | 2014 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $60,615,000 | $195,577 | Yes (1) | 0 | 0 | 0 | $39,351,000 | $21,068,423 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/22/2022 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ELIZABETH DICKSON | |||
| SIBLING OF TRUSTEE MEMBER | $86,486 | TOTAL COMPENSATION AND BENEFITSDIRECTOR OF THE ANNUAL FUND | 0 |
| LORI CLARK | |||
| SPOUSE OF TRUSTEE MEMBER | $13,949 | TOTAL COMPENSATION AND BENEFITSVIS. & PERF. ARTS TEACHER | 0 |
| MONICA MATOUK | |||
| SPOUSE OF HEAD OF SCHOOL | $36,000 | TOTAL COMPENSATION AND BENEFITS | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 229 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,244,634 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,624 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE UNITS SHOWN ARE THE NUMBER OF SEPARATE STOCK DONATIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | EXISTING BOARD MEMBERS VOTE IN NEW BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THIS 2020 FORM 990 WERE SENT TO THE AUDIT COMMITTEE AND THE BOARD PRESIDENT, VICE PRESIDENT AND TREASURER, WHICH REPRESENTS APPROXIMATELY 30% OF THE ENTIRE BOARD. PRIOR TO FILING, A MEETING WITH THE AUDIT COMMITTEE MEMBERS AND MANAGEMENT TOOK PLACE IN ORDER TO REVIEW THE RETURN AND ANSWER ALL QUESTIONS. THIS FORM 990, EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS, WAS PROVIDED TO ALL OTHER MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BY-LAWS PROHIBIT A TRUSTEE FROM VOTING, APPROVING, OR MAKING A RECOMMENDATION REGARDING A TRANSACTION BETWEEN THE ACADEMY AND AN ENTITY IN WHICH THE INDIVIDUAL OR A MEMBER OF HIS OR HER FAMILY HAS AN OWNERSHIP INTEREST. MANAGEMENT ANNUALLY REVIEWS CONFLICT OF INTEREST QUESTIONNAIRES TO MONITOR AND ENFORCE COMPLIANCE WITH POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | DEERFIELD ACADEMY'S BOARD OF TRUSTEES OVERSEES THE COMPENSATION OF THE ACADEMY'S TOP MANAGEMENT OFFICIALS. HEAD OF SCHOOL - THE PERSONNEL & COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SALARY AND PERQUISITE DATA FROM OTHER INDEPENDENT SCHOOLS FOR THE POSITION OF HEAD OF SCHOOL TO ENSURE COMPENSATION IS REASONABLE AND APPROPRIATE TO THE MARKET. MINUTES OF THE PERSONNEL & COMPENSATION COMMITTEE MEETING ARE MAINTAINED DOCUMENTING THE DISCUSSIONS REGARDING THE COMPENSATION SETTING FOR THE HEAD OF SCHOOL. SENIOR STAFF - THE HEAD OF SCHOOL REVIEWS, IN CONJUNCTION WITH THE PRESIDENT OF THE BOARD, SALARY AND PERQUISITE DATA FROM OTHER INDEPENDENT SCHOOLS FOR OTHER TOP MANAGEMENT OFFICIALS, TO ENSURE COMPENSATION IS REASONABLE AND APPROPRIATE TO THE MARKET. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN PLEDGE RESERVES -4,705,847. |