SHADY HILL SCHOOL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHADY HILL SCHOOL (EIN 04-2103628)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202113199349303581
- Schema version
- 2020v4.1
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:49:49-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CITIZENS PLAZA 9TH FLOOR | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 042103628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADY HILL SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 6175205260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 COOLIDGE HILL | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN NUNEZ | PersonNm |
| Person Title | CFO & COO | PersonTitleTxt |
| Phone | 6175205216 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAUREEN | PersonFirstNm |
| Person Last | NUNEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T WILMOT | PreparerPersonNm |
| PTIN | P00095129 | PTIN |
| Phone | 4016263200 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | MARK STANEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 COOLIDGE HILL | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,715,371 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 247 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $6,867 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,009,530 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,775,240 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,290,303 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,446,251 | CYProgramServiceRevenueAmt |
| PY Investment Income | $695,211 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,200,618 | CYInvestmentIncomeAmt |
| PY Other Revenue | $218,575 | PYOtherRevenueAmt |
| CY Other Revenue | $73,921 | CYOtherRevenueAmt |
| PY Total Revenue | $25,213,619 | PYTotalRevenueAmt |
| CY Total Revenue | $27,496,030 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,048,901 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,979,826 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,152,399 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,188,382 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $887,412 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,834,691 | PYOtherExpensesAmt |
| CY Other Expenses | $10,334,393 | CYOtherExpensesAmt |
| PY Total Expenses | $25,035,991 | PYTotalExpensesAmt |
| CY Total Expenses | $27,502,601 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $177,628 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,818,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,308,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,531,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,712,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,286,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,596,286 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE MISSION STATEMENT ON SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,732,496 | ExpenseAmt |
| Grant | $2,797,486 | GrantAmt |
| Revenue | $20,974,929 | RevenueAmt |
| Desc | INSTRUCTIONAL - SHADY HILL SCHOOL FOSTERS JOYFUL, ACTIVE LEARNING INFORMED BY MULTIPLE PERSPECTIVES--EMPOWERING STUDENTS TO BE INTELLECTUALLY ADVENTUROUS AND WHOLEHEARTEDLY JUST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $503,902 | ExpenseAmt |
| Grant | $138,741 | GrantAmt |
| Revenue | $313,524 | RevenueAmt |
| Desc | AFTER SCHOOL & SUMMER CAMP PROGRAMS - THE GOAL OF THE AFTER SCHOOL PROGRAM IS TO PROVIDE A RELAXED, SAFE, NURTURING, AND DYNAMIC NEIGHBORHOOD SETTING FOR CHILDREN ONCE THEIR DAY ENDS. WE AIM TO PROVIDE A STIMULATING AND FUN ENVIRONMENT IN WHICH CHILDREN CAN EXPLORE THEIR OWN UNIQUE IMAGINATIONS, DEVELOP FRIENDSHIPS AND TEST THEIR ABILITIES. THE PROGRAM IS PLANNED WITH THE FLEXIBILITY TO MAKE ROOM FOR CHILDREN TO INITIATE AND INVENT THEIR OWN GAMES AND PROJECTS. ADDITIONALLY, WE OFFER A QUIET AND SUPPORTIVE SPACE FOR STUDENTS TO WORK ON THEIR HOMEWORK.OUR SUMMER CAMP PHILOSOPHY IS IN KEEPING WITH THE SCHOOL'S MISSION TO CREATE A COMMUNITY OF ACCEPTANCE. WE GIVE INDIVIDUAL ATTENTION AND ENCOURAGE CAMPERS TO DEVELOP A PASSION FOR LIFE THROUGH PLAYTIME, EXPLORATION AND THE BUSINESS OF MAKING FRIENDS. WE UNDERSTAND THE WONDERFUL OPPORTUNITY THAT THE SUMMER PROVIDES FOR LEARNING AND FUN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $445,429 | ExpenseAmt |
| Grant | $43,600 | GrantAmt |
| Revenue | $172,970 | RevenueAmt |
| Desc | TEACHER TRAINING CENTER (TTC)- THE CENTER PROVIDES ASPIRING TEACHERS WITH WELL-GUIDED EXPERIENCES IN PRE-K THROUGH EIGHTH GRADE CLASSROOMS WHERE PRACTICE MERGED WITH THEORY IS PARAMOUNT. IMMERSION IN THE CLASSROOM WHILE STUDYING AND WORKING ALONGSIDE A TALENTED MENTOR IS THE BEST WAY TO LEARN HOW TO TEACH. IN THIS ONE-YEAR, SITE-BASED PREPARATION PROGRAM, APPRENTICE TEACHERS DISCOVER WHAT TEACHING IS ALL ABOUT THROUGH OBSERVATION, SUPERVISED TEACHING, WORKSHOPS, SEMINARS, AND CONTINUOUS INVOLVEMENT IN THE LIFE OF THE SCHOOL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,681,827 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 247 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | 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 | Yes (1) | 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 | MAUREEN NUNEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175205216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 COOLIDGE HILL | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HILARY JOHNSTON | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOB CROWLEY | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HOLLY EDMONDS | |||||||
| TRUSTEE | 5.00 | Yes (X) | $3,369 | $0 | $0 | ||
| DAVID BREWSTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK CATRICKES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY AMBLER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAFI GARRUS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN WALKER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA GARCIA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE SUTLIFF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TED KILLORY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEITA PHILLIPS DENG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCINE ROSENZWEIG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALYSSA HAYWOODE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $1,610 | $0 | $0 | ||
| DEVEREAUX MCCLATCHEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK STANEK | |||||||
| TRUSTEE; HEAD OF SCHOOL | 50.00 | Yes (X) | Yes (X) | $518,706 | $0 | $46,328 | |
| MATT OGDEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIP BROWN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY LEAHY | |||||||
| TRUSTEE; GRADE III GRADEHEAD | 50.00 | Yes (X) | $103,231 | $0 | $20,320 | ||
| ROMA JEROME | |||||||
| TRUSTEE; CO-CHAIR PARENTS COUNCIL | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE HUGHES | |||||||
| TRUSTEE; NEXT SCHOOLS ADV | 50.00 | Yes (X) | $91,655 | $0 | $8,727 | ||
| MAUREEN NUNEZ | |||||||
| CFO & COO | 50.00 | Yes (X) | $261,835 | $0 | $19,417 | ||
| KRISTA DEMAS | |||||||
| MIDDLE SCHOOL DIVISION HEAD | 50.00 | $149,526 | $0 | $37,601 | Yes (X) | ||
| VINCENT QUIRK | |||||||
| CONTROLLER | 50.00 | $141,736 | $0 | $37,034 | Yes (X) | ||
| PAMELA DICKENSON | |||||||
| FMR DIR OF EXTERNAL RELATIONS | 50.00 | $185,369 | $0 | $34,334 | Yes (X) | ||
| CYNTHIA DOBE | |||||||
| CHIEF INFORMATION OFFICER | 50.00 | $138,903 | $0 | $22,381 | Yes (X) | ||
| KIM WALKER | |||||||
| DIR OF FAC SUPPORT & PROF DEV | 50.00 | $136,702 | $0 | $12,493 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,732,642 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $238,635 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECK MACNEELY ARCHITECTS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 HARRISON AVE SUITE 3N | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ARCHITECTURAL SERVICES | ServicesDesc |
| Compensation | $249,640 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,775,240 | AllOtherContributionsAmt |
| Noncash Contributions | $76,977 | NoncashContributionsAmt |
| Total Contributions | $2,775,240 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $20,505,246 | $20,505,246 |
| OTHER PROGRAMS | 900099 | $627,481 | $627,481 |
| AFTER SCHOOL & SUMMER CAMP PROGRA | 900099 | $313,524 | $313,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,446,251 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $323,255 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $316,388 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,431 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,569 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,569 | TotalRevenueColumnAmt |
| Exclusion | $59,569 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,077,453 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,200,090 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,877,363 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,877,363 | TotalRevenueColumnAmt |
| Exclusion | $2,877,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Direct Expenses | $820 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$820 | TotalRevenueColumnAmt |
| Exclusion | -$820 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $15,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,172 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,172 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,496,030 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,461,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,252,500 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,979,826 | TotalAmt |
| Program Services | $2,979,826 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,714 | TotalAmt |
| Program Services | $416,668 | ProgramServicesAmt |
| Management And General | $561,912 | ManagementAndGeneralAmt |
| Fundraising | $112,134 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,976,688 | TotalAmt |
| Program Services | $8,259,975 | ProgramServicesAmt |
| Management And General | $1,358,490 | ManagementAndGeneralAmt |
| Fundraising | $358,223 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,120 | TotalAmt |
| Program Services | $631,882 | ProgramServicesAmt |
| Management And General | $82,698 | ManagementAndGeneralAmt |
| Fundraising | $22,540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474,335 | TotalAmt |
| Program Services | $1,160,986 | ProgramServicesAmt |
| Management And General | $218,220 | ManagementAndGeneralAmt |
| Fundraising | $95,129 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,525 | TotalAmt |
| Program Services | $746,949 | ProgramServicesAmt |
| Management And General | $131,047 | ManagementAndGeneralAmt |
| Fundraising | $31,529 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,382 | TotalAmt |
| Management And General | $52,382 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,170 | TotalAmt |
| Management And General | $71,170 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,535 | TotalAmt |
| Management And General | $693,535 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,077 | TotalAmt |
| Management And General | $10,189 | ManagementAndGeneralAmt |
| Fundraising | $888 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,505,989 | TotalAmt |
| Program Services | $2,752,530 | ProgramServicesAmt |
| Management And General | $599,508 | ManagementAndGeneralAmt |
| Fundraising | $153,951 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,617 | TotalAmt |
| Program Services | $678,593 | ProgramServicesAmt |
| Fundraising | $17,024 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,053,856 | TotalAmt |
| Program Services | $1,544,952 | ProgramServicesAmt |
| Management And General | $471,941 | ManagementAndGeneralAmt |
| Fundraising | $36,963 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,670 | TotalAmt |
| Program Services | $518,670 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,283 | TotalAmt |
| Program Services | $1,655,365 | ProgramServicesAmt |
| Management And General | $506,295 | ManagementAndGeneralAmt |
| Fundraising | $39,623 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,197 | TotalAmt |
| Program Services | $133,963 | ProgramServicesAmt |
| Management And General | $41,050 | ManagementAndGeneralAmt |
| Fundraising | $3,184 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FEDERAL & STATE UNRELAT | $36,947 | $36,947 | ||
| LUNCHROOM | $94,477 | $16,588 | $77,457 | $432 |
| FACULTY DEVELOPMENT | $85,377 | $85,377 | ||
| EQUIPMENT RENTAL AND MA | $34,533 | $34,533 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,283 | TotalAmt |
| Program Services | $38,634 | ProgramServicesAmt |
| Management And General | $46,857 | ManagementAndGeneralAmt |
| Fundraising | $15,792 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,502,601 | TotalAmt |
| Program Services | $21,681,827 | ProgramServicesAmt |
| Management And General | $4,933,362 | ManagementAndGeneralAmt |
| Fundraising | $887,412 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,212,233 | BOYAmt |
| EOY | $11,703,756 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,404 | BOYAmt |
| EOY | $391,762 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,692 | BOYAmt |
| EOY | $7,744 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,294 | BOYAmt |
| EOY | $258,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,340,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,816,807 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,838,109 | BOYAmt |
| EOY | $43,523,683 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,916,988 | BOYAmt |
| EOY | $71,422,788 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,818,120 | BOYAmt |
| EOY | $127,308,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,884,035 | BOYAmt |
| EOY | $3,145,969 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,563,879 | BOYAmt |
| EOY | $7,201,883 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,640,000 | BOYAmt |
| EOY | $20,980,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,770 | BOYAmt |
| EOY | $384,617 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,531,684 | BOYAmt |
| EOY | $31,712,469 | 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 | $67,123,225 | BOYAmt |
| EOY | $76,770,973 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,163,211 | BOYAmt |
| EOY | $18,825,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,286,436 | BOYAmt |
| EOY | $95,596,286 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,818,120 | BOYAmt |
| EOY | $127,308,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,316,421 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,391,772 | BeginningYearBalanceAmt |
| Contributions | $485,285 | ContributionsAmt |
| Investment Earnings Or Losses | $15,849,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,053,976 | OtherExpendituresAmt |
| End Year Balance | $70,672,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,097,632 | BeginningYearBalanceAmt |
| Contributions | $470,485 | ContributionsAmt |
| Investment Earnings Or Losses | $2,953,822 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,130,167 | OtherExpendituresAmt |
| End Year Balance | $56,391,772 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,244,043 | BeginningYearBalanceAmt |
| Contributions | $226,126 | ContributionsAmt |
| Investment Earnings Or Losses | $2,653,575 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,026,112 | OtherExpendituresAmt |
| End Year Balance | $55,097,632 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,235,179 | BeginningYearBalanceAmt |
| Contributions | $456,572 | ContributionsAmt |
| Investment Earnings Or Losses | $4,646,403 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,094,111 | OtherExpendituresAmt |
| End Year Balance | $54,244,043 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,668,021 | BeginningYearBalanceAmt |
| Contributions | $1,578,664 | ContributionsAmt |
| Investment Earnings Or Losses | $6,059,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,071,407 | OtherExpendituresAmt |
| End Year Balance | $51,235,179 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80307 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09383 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10309 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,698 | OtherCostOrOtherBasisAmt |
| Book Value | $57,698 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,865,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,547,458 | DepreciationAmt |
| Book Value | $40,318,039 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,751,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,984,541 | DepreciationAmt |
| Book Value | $1,767,253 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,665,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,284,808 | DepreciationAmt |
| Book Value | $1,380,693 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,523,683 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON PUBLICALLY TRADED INVESTMENT FUNDS | $69,787,697 | F |
| OTHER LT INVESTMENT - RESIDENTIAL REAL ESTATE | $1,635,091 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $71,422,788 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PROVISION FOR UNEMP COMP | $62,669 |
| DEFERRED RENTAL INCOME | $284,897 |
| CHARITABLE GIFT ANNUITIES | $11,626 |
| OTHER LIABILITIES | $13,799 |
| SPLIT INTEREST AGREEMENT | $11,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $384,617 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,832,625 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,316,421 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $13,316,421 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,516,204 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,979,826 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,979,826 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,496,030 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,522,775 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,522,775 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,979,826 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,979,826 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,502,601 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SCHOOL'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,979,826. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,979,826. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | 0 | 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 | COMMON NON-DISCRIMINATION AD WITH OTHER MEMBERS OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND WAS PUBLISHED IN THE BOSTON GLOBE AND OTHER LOCAL NEWSPAPERS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| FINANCIAL AID | 100 | $2,667,465 | NEED-BASED FINANCIAL AID TO STUDENTS - TUITION |
| FINANCIAL AID | 69 | $312,361 | NEED-BASED FINANCIAL AID TO STUDENTS - OTHER PROGRAMS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK STANEK | ||||||||||||||
| TRUSTEE; HEAD OF SCHOOL | $518,706 | $0 | $0 | $0 | $0 | $0 | $25,603 | $0 | $20,725 | $0 | $565,034 | $0 | $0 | $0 |
| MAUREEN NUNEZ | ||||||||||||||
| CFO & COO | $261,835 | $0 | $0 | $0 | $0 | $0 | $18,224 | $0 | $1,193 | $0 | $281,252 | $0 | $0 | $0 |
| PAMELA DICKENSON | ||||||||||||||
| FMR DIR OF EXTERNAL RELATIONS | $185,369 | $0 | $0 | $0 | $0 | $0 | $9,135 | $0 | $25,199 | $0 | $219,703 | $0 | $0 | $0 |
| KRISTA DEMAS | ||||||||||||||
| MIDDLE SCHOOL DIVISION HEAD | $149,526 | $0 | $0 | $0 | $0 | $0 | $12,626 | $0 | $24,975 | $0 | $187,127 | $0 | $0 | $0 |
| VINCENT QUIRK | ||||||||||||||
| CONTROLLER | $141,736 | $0 | $0 | $0 | $0 | $0 | $12,927 | $0 | $24,107 | $0 | $178,770 | $0 | $0 | $0 |
| CYNTHIA DOBE | ||||||||||||||
| CHIEF INFORMATION OFFICER | $138,903 | $0 | $0 | $0 | $0 | $0 | $12,081 | $0 | $10,300 | $0 | $161,284 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF THE SCHOOL IS PROVIDED A HOUSING STIPEND AND A VEHICLE, OF WHICH THE STIPEND AMOUNT AND THE VALUE OF ANY PERSONAL USE OF THIS VEHICLE ARE ADDED TO HIS FORM W-2. |
| SCHEDULE J, PART II, COLUMN (D) | FOR HEAD OF SCHOOL, MARK STANEK, THE NONTAXABLE BENEFITS OF $20,725 INCLUDE HEALTH/LIFE INSURANCES. FOR CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER, MAUREEN NUNEZ, THE NONTAXABLE BENEFITS OF $1,193 INCLUDE HEALTH/LIFE INSURANCES. FOR MIDDLE SCHOOL DIVISION HEAD, KRISTA DEMAS, THE NONTAXABLE BENEFITS OF $24,975 INCLUDE HEALTH/LIFE INSURANCES. FOR CHIEF INFORMATION OFFICER, CYNTHIA DOBE, THE NONTAXABLE BENEFITS OF $10,300 INCLUDE HEALTH/LIFE INSURANCES. FOR CONTROLLER, VINCENT QUIRK, THE NONTAXABLE BENEFITS OF $24,107 INCLUDE HEALTH/LIFE INSURANCES. FOR DIRECTOR OF EXTERNAL RELATIONS, PAMELA DICKINSON, THE NONTAXABLE BENEFITS OF $25,199 INCLUDE HEALTH/LIFE INSURANCES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2020-04-30 | BondIssuedDt |
| Issue Price | $21,640,000 | IssuePriceAmt |
| Purpose | DEBT REFINANCING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $660,000 | RetiredAmt |
| Total Proceeds | $21,640,000 | TotalProceedsAmt |
| Other Spent Proceeds | $21,640,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, COLUMN A, LINE 11 | FormAndLineReferenceDesc |
| Explanation | BOND PROCEEDS UTILIZED IN FULL TO REFUND PRIOR BOND ISSUANCE | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE EXPLANATION BELOW | PersonNm |
| Relationship With Org | SEE PART V | RelationshipWithOrgTxt |
| Cash Grant | $40,180 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID GRANTED TO THE CHILDREN OF TRUSTEES, FACULTY AND STAFF IS BASED ON NEED THAT MUST BE DEMONSTRATED THROUGH THE STANDARD APPLICATION FOR FINANCIAL AID PROCESS; FOR PRIVACY CONSIDERATIONS, THE NAMES OF RECIPIENTS ARE NOT DISCLOSED AND ONLY THE TYPE OF ASSISTANCE AND THE AGGREGATE AMOUNT ARE REPORTED ON SCHEDULE L, PART III. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $76,977 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | ALL STOCK GIFTS ARE RECEIVED BY FIRST REPUBLIC SECURITIES AND SOLD THROUGH THEIR BROKERAGE FIRM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 - MISSION STATEMENT | SHADY HILL SCHOOL IS A PRIVATE, PRE-K THROUGH GRADE 8, CO-EDUCATIONAL DAY SCHOOL LOCATED ON 11 ACRES IN CAMBRIDGE, MASSACHUSETTS. THE CAMPUS CONTAINS ACADEMIC, ATHLETIC AND ADMINISTRATION BUILDINGS INCLUDING A NEW STEAM BUILDING AND MAKERSPACE IN ADDITION TO PLAYGROUNDS AND PLAYING FIELDS. TOTAL ENROLLMENT IS APPROXIMATELY 540 STUDENTS. SHADY HILL SCHOOL FOSTERS JOYFUL, ACTIVE LEARNING INFORMED BY MULTIPLE PERSPECTIVES - EMPOWERING STUDENTS TO BE INTELLECTUALLY ADVENTUROUS AND WHOLEHEARTEDLY JUST. WE BELIEVE: PLAY AND DISCOVERY ARE CENTRAL TO EVERY CHILD'S GROWTH AND TRUE EXPLORATION TAKES TIME; THE PURPOSE OF KNOWLEDGE IS TO CREATE MEANING, DEVELOP UNDERSTANDING, AND INSPIRE ACTION; GROWING UP IS A NUANCED PROCESS AND MISTAKES ARE CATALYSTS FOR DEEPER LEARNING AND PROGRESS; A STRONG, INTERDEPENDENT COMMUNITY IS THE FRAMEWORK FOR ACADEMIC CONFIDENCE AND SOCIAL AND EMOTIONAL HEALTH; PRACTICING GENUINE KINDNESS TOWARDS ONESELF AND OTHERS HELPS BUILD A COMPASSIONATE WORLD; WE HAVE A RESPONSIBILITY AS INDIVIDUALS AND AS A COMMUNITY TO HONOR DIFFERENCE, CHALLENGE PREJUDICE, AND STRIVE FOR RACIAL AND SOCIAL JUSTICE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION, AS STATED IN THE BYLAWS, ARE EACH PARENT OR LEGAL GUARDIAN OF THE CHILDREN ENROLLED AS FULL-TIME STUDENTS IN SHADY HILL SCHOOL. THE MEMBERS ELECT NOT MORE THAN NINETEEN MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ORGANIZATION, AS STATED IN THE BYLAWS, ARE EACH PARENT OR LEGAL GUARDIAN OF THE CHILDREN ENROLLED AS FULL-TIME STUDENTS IN SHADY HILL SCHOOL. THE MEMBERS ELECT NOT MORE THAN NINETEEN BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED AND DISCUSSED VIA CONFERENCE CALL ABOUT A WEEK BEFORE FILING. THE AUDIT COMMITTEE REVIEWED AND DISCUSSED IT AT THIS TIME. IT IS ALSO POSTED TO THE SCHOOL'S INTERNAL WEBSITE FOR REVIEW BY ALL BOARD MEMBERS DURING THE SAME TIME FRAME. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND OFFICERS OF THE ORGANIZATION ARE ASKED TO FILL OUT A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON REPORTS THE CONFLICT TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE EVALUATES THE SEVERITY OF THE TRANSACTION AND THE NEED TO REPORT THE CONFLICT TO THE EXECUTIVE COMMITTEE OF THE BOARD. IF THE CONFLICT RISES TO THE LEVEL OF REPORTING, THE AUDIT COMMITTEE WILL REPORT THE TRANSACTION TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THERE IS AN EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD WHICH REVIEWS THE COMPENSATION PACKAGE OF THE HEAD OF SCHOOL WHEN THE CONTRACT IS PERIODICALLY REVIEWED. THE COMMITTEE USES COMPARABLE DATA AND CONSULTANTS WHEN NECESSARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | SHADY HILL SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |