PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202121349349304397
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T13:38:22-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103616EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERKINS SCHOOL FOR THE BLINDBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LYNN WOODInCareOfNm
Business Name ControlPERKBusinessNameControlTxt
Phone6179243434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM DAVID POWERPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone6179243434PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSMITA BALIGAPreparerPersonNm
PTINP01643271PTIN
Phone6179881000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM DAVID POWERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$190,019,920GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PERKINS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1829FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee921TotalEmployeeCnt
Total Volunteers657TotalVolunteersCnt
Total Gross UBI$77,822TotalGrossUBIAmt
PY Contributions Grants$15,767,534PYContributionsGrantsAmt
CY Contributions Grants$15,961,936CYContributionsGrantsAmt
PY Program Service Revenue$37,615,776PYProgramServiceRevenueAmt
CY Program Service Revenue$38,098,568CYProgramServiceRevenueAmt
PY Investment Income$29,328,933PYInvestmentIncomeAmt
CY Investment Income$11,212,349CYInvestmentIncomeAmt
PY Other Revenue$3,111,157PYOtherRevenueAmt
CY Other Revenue$2,337,178CYOtherRevenueAmt
PY Total Revenue$85,823,400PYTotalRevenueAmt
CY Total Revenue$67,610,031CYTotalRevenueAmt
PY Grants And Similar Paid$261,380PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$157,652CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$49,406,379PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$51,032,668CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$225,027PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$227,902CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,547,438CYTotalFundraisingExpenseAmt
PY Other Expenses$23,220,684PYOtherExpensesAmt
CY Other Expenses$25,694,916CYOtherExpensesAmt
PY Total Expenses$73,113,470PYTotalExpensesAmt
CY Total Expenses$77,113,138CYTotalExpensesAmt
PY Revenues Less Expenses$12,709,930PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,503,107CYRevenuesLessExpensesAmt
Total Assets BOY$390,475,878TotalAssetsBOYAmt
Total Assets EOY$381,825,466TotalAssetsEOYAmt
Total Liabilities BOY$39,192,060TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,777,249TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$351,283,818NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$342,048,217NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY DISABLED.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$43,925,935ExpenseAmt
Revenue$32,120,044RevenueAmt
DescAT PERKINS SCHOOL FOR THE BLIND, WE PROVIDE UNPARALLELED EDUCATION SERVICES TO CHILDREN WITH VISUAL IMPAIRMENTS AND MULTIPLE DISABILITIES. WE TEACH CHILDREN ON OUR CAMPUS IN WATERTOWN, MASSACHUSETTS, AND SUPPORT STUDENTS AND TEACHERS IN PUBLIC SCHOOLS ACROSS THE U.S., FOCUSING ON ACADEMIC, SOCIAL AND SELF-ADVOCACY SKILL BUILDING. WE ALSO EMPHASIZE TRANSITION SERVICES TO PREPARE YOUNG ADULTS WITH VISION LOSS FOR LIFE AFTER SCHOOL. DURING FY20, WE EDUCATED 175 STUDENTS ON CAMPUS AND SUPPORTED APPROXIMATELY 1,200 STUDENTS IN COMMUNITY PROGRAMS, INCLUDING OUR INFANT-TODDLER PROGRAM, EDUCATIONAL PARTNERSHIPS WITH PUBLIC SCHOOLS AND OUTREACH PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,147,812ExpenseAmt
DescTHE NATIONAL DEAF-BLIND EQUIPMENT DISTRIBUTION PROGRAM, KNOWN AS ICANCONNECT, PROVIDES FREE COMMUNICATIONS EQUIPMENT AND TRAINING TO PEOPLE WHO ARE DEAF-BLIND AND LOW INCOME. ADMINISTERED BY THE FCC AND MANAGED BY PERKINS IN 22 STATES ACROSS THE COUNTRY, ICANCONNECT HELPS PEOPLE WHO ARE DEAF-BLIND USE NEW TECHNOLOGIES TO LEAD LESS ISOLATED, MORE INDEPENDENT LIVES AND CONNECTS THEM WITH THEIR FRIENDS, FAMILY AND COMMUNITY. DURING FY20, PERKINS EQUIPPED AND TRAINED 969 CONSUMERS, HELPING THEM DEVELOP THE SKILLS NEEDED TO USE THE LIFE-CHANGING EQUIPMENT PROVIDED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,012,551ExpenseAmt
Grant$157,652GrantAmt
Revenue$321,382RevenueAmt
DescTHERE ARE MILLIONS OF CHILDREN WITH VISUAL IMPAIRMENT AND MULTIPLE DISABILITIES (MDVI) AROUND THE WORLD WHO DON'T RECEIVE THE QUALITY EDUCATION THEY DESERVE. PERKINS INTERNATIONAL WORKS TO PUT THESE CHILDREN IN SCHOOL, EQUIP EDUCATORS WITH THE SPECIALIZED SKILLS THEY NEED TO TEACH THEM AND CONNECT THE MOST VULNERABLE FAMILIES WITH VITAL GOVERNMENTAL AND MEDICAL RESOURCES. DURING FY20, PERKINS INTERNATIONAL CONDUCTED THIS WORK IN OVER 20 COUNTRIES AND REGIONS. WE ARE LOOKING TO EXPAND OUR WORK IN CERTAIN COUNTRIES, SUCH AS INDIA WHICH HAS AS MANY AS 1 MILLION CHILDREN WITH MDVI, AND SEEK TO IMPROVE SCREENING AND ASSESSMENT, EARLY INTERVENTION PROGRAMS, SCHOOL-AGE EDUCATION AND FAMILY SUPPORT SERVICES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$2,735,285$2,988,901PERKINS SOLUTION
$2,959,122$4,981,933Perkins Library
$948,344OTHER
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,642,751TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$7,970,834TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$57,729,049TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document220IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee921EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryARForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLYNN WOODPersonNm
Phone6179727219PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
WILLIAM DAVID POWER
PRESIDENT AND CEO50.00.5Yes (X)$434,315$0$48,498
EDWARD H BOSSO
PRES OF EDUCATIONAL PROGRAMS50.00.0$296,168$0$96,615Yes (X)
DAVID J WHALEN
CHIEF DEVELOPMENT OFFICER50.00.0$290,527$0$25,633Yes (X)
JOHN CZAJKOWSKI
CFAO THRU 10/1950.00.0Yes (X)$263,524$0$0
LUIZA R AGUIAR
ED OF PERKINS SOLUTIONS50.00.0$211,410$0$17,104Yes (X)
GARY W AUSSANT
DIR OF DIGITAL ACCESSIBILITY50.00.0$176,703$0$33,415Yes (X)
REBECCA FATER
ED OF MARKETING50.00.0$166,968$0$41,434Yes (X)
KATHRYN TODD
DIRECTOR OF INDIVIDUAL GIVING50.00.0$154,833$0$22,185Yes (X)
DAVID SATTERTHWAITE
DIR OF INTL OPERATIONS50.00.0$145,259$0$5,462Yes (X)
JONATHAN R LAPIERRE
CHIEF INFORMATION OFFICER50.00.0$143,509$0$4,068Yes (X)
CORINNE BASLER
CHAIR OF THE BOARD5.00.5Yes (X)$0$0$0Yes (X)
GREG PAPPAS
BOARD VICE CHAIR5.00.0Yes (X)$0$0$0Yes (X)
KATHERINE C STEMBURG
CORP CHAIR/BOARD VICE CHAIR5.00.0Yes (X)$0$0$0Yes (X)
VAITHEHI MUTTULINGAM
SEC OF THE BOARD AS OF 11/195.00.0Yes (X)$0$0$0Yes (X)
RANDY E KINARD
TREASURER OF THE BOARD5.00.0Yes (X)$0$0$0Yes (X)
ROANN COSTIN
CORPORATION VICE CHAIR5.00.0Yes (X)$0$0$0Yes (X)
MICHAEL W SCHNITMAN
TRUSTEE/SEC BOARD THRU 11/195.00.0Yes (X)$0$0$0Yes (X)
STEPHANIE C ANDREWS
TRUSTEE5.00.0$0$0$0Yes (X)
KEVIN BRIGHT
TRUSTEE5.00.0$0$0$0Yes (X)
ANANTHA CHANDRAKASAN
TRUSTEE5.00.0$0$0$0Yes (X)
FREDERIC M CLIFFORD
TRUSTEE5.00.5$0$0$0Yes (X)
JAMES W DOWN
TRUSTEE5.00.0$0$0$0Yes (X)
TOM HEHIR
TRUSTEE5.00.0$0$0$0Yes (X)
RAYMOND W HEPPER
TRUSTEE5.00.0$0$0$0Yes (X)
PHILIP L LADD
TRUSTEE THRU 11/191.00.0$0$0$0Yes (X)
HUNT LAMBERT
TRUSTEE THRU 11/191.00.0$0$0$0Yes (X)
JANET LABRECK
TRUSTEE THRU 11/191.00.0$0$0$0Yes (X)
ELENA MATLACK
TRUSTEE5.00.0$0$0$0Yes (X)
KATHERINE MCGAUGH
TRUSTEE5.00.0$0$0$0Yes (X)
JO FRANCES MEYER
TRUSTEE5.00.0$0$0$0Yes (X)
OSWALD MONDEJAR
TRUSTEE5.00.0$0$0$0Yes (X)
STEPHEN PELLETIER
TRUSTEE5.00.0$0$0$0Yes (X)
PAUL PERRAULT
TRUSTEE5.00.0$0$0$0Yes (X)
CYNTHIA STEAD
TRUSTEE5.00.0$0$0$0Yes (X)
KATHERINE A SEARS
CFAO AS OF 4/2050.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,283,216TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$294,414TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K31IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THOMAS GALLAGHER INC
309 WAVERLY OAKS ROAD SUITE 200WALTHAMMA02452HVAC CONTRACTORS$383,068
KJ INTEGRATED SYSTEMS INC
217 MIDDLESEX TURNPIKE SUITE 202BURLINGTONMA01803SECURITY MAINTENANCE$294,000
TCS ASSOCIATES LLC
8757 GEORGIA AVENUE SUITE 500SILVER SPRINGMD20910CONSUMER ASSESSMENT$253,886
ANNESE ELECTRICAL SERVICES INC
280 LIBBEY INDUSTRIAL PARKWAYWEYMOUTHMA02189REPAIR & MAINTENANCE$240,782
A BONADIO SONS INC
35 R ALBERT STREETWALTHAMMA02453LANDSCAPING$234,617
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K21CntrctRcvdGreaterThan100KCnt
Fundraising$103,113FundraisingAmt
Government Grants$4,993,958GovernmentGrantsAmt
All Other Contributions$10,864,865AllOtherContributionsAmt
Noncash Contributions$994,852NoncashContributionsAmt
Total Contributions$15,961,936TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES FOR SERVICES611600$35,109,667$35,109,667
LIBRARY SERVICES900099$2,988,901$2,988,901
FieldValueIRS element (for citing)
Total Program Service Revenue$38,098,568TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,390,351TotalRevenueColumnAmt
Unrelated Business Revenue-$89,713UnrelatedBusinessRevenueAmt
Exclusion$5,480,064ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$254,715RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$185,501RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$69,214RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,214TotalRevenueColumnAmt
Exclusion$69,214ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$125,328,967SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$119,506,969SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,821,998SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,821,998TotalRevenueColumnAmt
Unrelated Business Revenue$167,535UnrelatedBusinessRevenueAmt
Exclusion$5,654,463ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$3,450FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$103,113ContriRptFundraisingEventAmt
Fundraising Direct Expenses$49,178FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$45,728TotalRevenueColumnAmt
Exclusion-$45,728ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,981,933GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,668,241CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,313,692TotalRevenueColumnAmt
Related Or Exempt Func Income$2,313,692RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,610,031TotalRevenueColumnAmt
Related Or Exempt Func Income$40,412,260RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$77,822UnrelatedBusinessRevenueAmt
Exclusion$11,158,013ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$157,652TotalAmt
Program Services$157,652ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,117,321TotalAmt
Program Services$366,368ProgramServicesAmt
Management And General$685,732ManagementAndGeneralAmt
Fundraising$65,221FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$39,555,568TotalAmt
Program Services$32,818,699ProgramServicesAmt
Management And General$5,085,147ManagementAndGeneralAmt
Fundraising$1,651,722FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,412,010TotalAmt
Program Services$2,002,431ProgramServicesAmt
Management And General$308,984ManagementAndGeneralAmt
Fundraising$100,595FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,681,537TotalAmt
Program Services$3,886,575ProgramServicesAmt
Management And General$599,715ManagementAndGeneralAmt
Fundraising$195,247FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,266,232TotalAmt
Program Services$2,711,594ProgramServicesAmt
Management And General$418,417ManagementAndGeneralAmt
Fundraising$136,221FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$463,731TotalAmt
Program Services$24,429ProgramServicesAmt
Management And General$439,302ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$271,800TotalAmt
Program Services$8,000ProgramServicesAmt
Management And General$263,800ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$12,110TotalAmt
Program Services$12,110ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$227,902TotalAmt
Fundraising$227,902FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,906,853TotalAmt
Management And General$2,906,853ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,500,034TotalAmt
Program Services$2,999,033ProgramServicesAmt
Management And General$929,972ManagementAndGeneralAmt
Fundraising$571,029FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$254,653TotalAmt
Program Services$192,247ProgramServicesAmt
Management And General$61,888ManagementAndGeneralAmt
Fundraising$518FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,830,258TotalAmt
Program Services$1,055,977ProgramServicesAmt
Management And General$658,025ManagementAndGeneralAmt
Fundraising$116,256FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,028,451TotalAmt
Program Services$319,698ProgramServicesAmt
Management And General$633,037ManagementAndGeneralAmt
Fundraising$75,716FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$19,050TotalAmt
Program Services$19,050ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,415,502TotalAmt
Program Services$3,948,902ProgramServicesAmt
Management And General$369,279ManagementAndGeneralAmt
Fundraising$97,321FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$965,002TotalAmt
Program Services$924,616ProgramServicesAmt
Management And General$33,128ManagementAndGeneralAmt
Fundraising$7,258FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$192,239TotalAmt
Program Services$166,436ProgramServicesAmt
Management And General$18,706ManagementAndGeneralAmt
Fundraising$7,097FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,358,062TotalAmt
Program Services$3,749,833ProgramServicesAmt
Management And General$524,889ManagementAndGeneralAmt
Fundraising$83,340FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$293,577TotalAmt
Program Services$2,529ProgramServicesAmt
Management And General$291,048ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEAL/FOOD EXPENSE$698,192$562,967$89,223$46,002
BAD DEBT EXPENSE$325,553$175,001$150,552
MEMBERSHIPS$85,820$68,248$15,273$2,299
PHOTOGRAPHY$29,259$14,012$15,247

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,044,770TotalAmt
Program Services$1,542,642ProgramServicesAmt
Management And General$1,488,986ManagementAndGeneralAmt
Fundraising$13,142FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$77,113,138TotalAmt
Program Services$57,729,049ProgramServicesAmt
Management And General$15,836,651ManagementAndGeneralAmt
Fundraising$3,547,438FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,503,497BOYAmt
EOY$5,995,265EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,095,660BOYAmt
EOY$3,263,157EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,828,032BOYAmt
EOY$7,602,201EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,623,472BOYAmt
EOY$4,522,288EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,022,435BOYAmt
EOY$2,074,095EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$186,759,772LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$127,345,529LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$62,063,271BOYAmt
EOY$59,414,243EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$142,725,835BOYAmt
EOY$132,902,301EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$153,128,765BOYAmt
EOY$156,710,152EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,484,911BOYAmt
EOY$9,341,764EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$390,475,878BOYAmt
EOY$381,825,466EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,748,808BOYAmt
EOY$10,307,343EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,980,091BOYAmt
EOY$28,046,375EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,463,161BOYAmt
EOY$1,423,531EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,192,060BOYAmt
EOY$39,777,249EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$195,967,520BOYAmt
EOY$187,947,726EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$155,316,298BOYAmt
EOY$154,100,491EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$351,283,818BOYAmt
EOY$342,048,217EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$390,475,878BOYAmt
EOY$381,825,466EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$9,503,107ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$432,851NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$165,345OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,531,106CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,609,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,701,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,767,534CurrentTaxYearMinus1YearAmt
Current Tax Year$15,961,936CurrentTaxYearAmt
Total$73,572,266TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,531,106CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,609,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,701,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,767,534CurrentTaxYearMinus1YearAmt
Current Tax Year$15,961,936CurrentTaxYearAmt
Total$73,572,266TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$362,146SubstantialContributorsTotAmt
Public Support Total170$73,210,120PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,634,811CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,791,976CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,869,811CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,788,265CurrentTaxYearMinus1YearAmt
Current Tax Year$5,734,779CurrentTaxYearAmt
Total$26,819,642TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$77,822CurrentTaxYearAmt
Total$77,822TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$198,175CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$198,175TotalAmt
FieldValueIRS element (for citing)
Total Support$100,667,905TotalSupportAmt
Gross Receipts Rltd Activities$199,347,836GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72724PublicSupportCY170Pct
Public Support PY1700.73759PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,110FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,110FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$57,716,939FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$57,729,049FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$22,000CurrentYearMinus3Amt
Current Year Minus2$25,110CurrentYearMinus2Amt
Current Year Minus1$22,000CurrentYearMinus1Amt
Current Year$12,110CurrentYearAmt
Total$81,220TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$295,004,980BeginningYearBalanceAmt
Contributions$1,852,053ContributionsAmt
Investment Earnings Or Losses$8,721,040InvestmentEarningsOrLossesAmt
Other Expenditures$16,112,697OtherExpendituresAmt
Administrative Expenses$2,797,975AdministrativeExpensesAmt
End Year Balance$286,667,401EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$293,704,188BeginningYearBalanceAmt
Contributions$4,221,529ContributionsAmt
Investment Earnings Or Losses$12,885,712InvestmentEarningsOrLossesAmt
Other Expenditures$13,610,491OtherExpendituresAmt
Administrative Expenses$2,195,958AdministrativeExpensesAmt
End Year Balance$295,004,980EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$280,688,474BeginningYearBalanceAmt
Contributions$3,513,214ContributionsAmt
Investment Earnings Or Losses$27,139,375InvestmentEarningsOrLossesAmt
Other Expenditures$15,193,255OtherExpendituresAmt
Administrative Expenses$2,443,620AdministrativeExpensesAmt
End Year Balance$293,704,188EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$257,093,165BeginningYearBalanceAmt
Contributions$2,846,184ContributionsAmt
Investment Earnings Or Losses$34,522,302InvestmentEarningsOrLossesAmt
Other Expenditures$11,849,637OtherExpendituresAmt
Administrative Expenses$1,923,540AdministrativeExpensesAmt
End Year Balance$280,688,474EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$274,450,757BeginningYearBalanceAmt
Contributions$217,192ContributionsAmt
Investment Earnings Or Losses-$4,517,045InvestmentEarningsOrLossesAmt
Other Expenditures$11,277,642OtherExpendituresAmt
Administrative Expenses$1,780,097AdministrativeExpensesAmt
End Year Balance$257,093,165EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.52000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.23000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$159,470,610OtherCostOrOtherBasisAmt
Depreciation$101,560,058DepreciationAmt
Book Value$57,910,552BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,602,252OtherCostOrOtherBasisAmt
Depreciation$20,117,684DepreciationAmt
Book Value$484,568BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,686,910OtherCostOrOtherBasisAmt
Depreciation$5,667,787DepreciationAmt
Book Value$1,019,123BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$59,414,243TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INTERNATIONAL BOND FUNDS$13,087,326F
PRIVATE EQUITY$55,671,495F
HEDGES$87,951,331F
FieldValueIRS element (for citing)
Total Book Value Securities$156,710,152TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSET RETIREMENT OBLIGATIONDesc
Amt$1,423,531Amt
FieldValueIRS element (for citing)
Total Liability$1,423,531TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$68,187,520TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$432,851NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$291,680DonatedServicesAndUseFcltsAmt
Other Revenue-$143,109OtherRevenueAmt
Revenue Not Reported$581,422RevenueNotReportedAmt
Revenue Subtotal$67,606,098RevenueSubtotalAmt
Investment Expenses Not Incld$2,906,853InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$2,902,920OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,933RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$67,610,031TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$77,435,508TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$291,680DonatedServicesUseFcltsAmt
Other Expenses Included$2,937,543OtherExpensesIncludedAmt
Expenses Not Reported$3,229,223ExpensesNotReportedAmt
Expenses Subtotal$74,206,285ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,906,853InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,906,853ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$77,113,138TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4THE SCHOOL'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND BOARD RESTRICTED (QUASI-ENDOWMENT) FUNDS. THE SCHOOL'S DONOR RESTRICTED ENDOWED FUNDS CONSIST OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A MAJORITY OF THE FUNDS SUPPORT THE SCHOOL'S EDUCATIONAL PROGRAMS, INTERNATIONAL PROGRAM, TEACHER TRAINING AND PROGRAMMATIC TECHNOLOGY NEEDS. THE SCHOOL'S ENDOWMENT INVESTMENT AND SPENDING ACTIVITIES AIM TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2 THE SCHOOL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE IRC AND APPLICABLE STATE LAWS. THE SCHOOL BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 2DJOHN MILTON SOCIETY REVENUE 22,236 CHANGE IN VALUE OF SPLIT INTEREST (165,345) -------- TOTAL (143,109)
PART XI, LINE 4BRENTAL EXPENSES (185,501) FUNDRAISING EVENTS EXPENSES (49,178) COST OF GOODS SOLD (2,668,241) ----------- TOTAL (2,902,920)
PART XII, LINE 2DJOHN MILTON SOCIETY EXPENSES 34,623 RENTAL EXPENSES 185,501 FUNDRAISING EVENTS EXPENSES 49,178 COST OF GOODS SOLD 2,668,241 ----------- TOTAL 2,937,543

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3PERKINS HAS PUBLICIZED ITS NOTICE OF NON-DISCRIMINATION ON PERKINS PUBLICATIONS (INCLUDING ADMISSIONS BROCHURES AND MARKETING MATERIALS), ON ITS WEBSITE, AND IN THE MASSACHUSETTS ASSOCIATION OF 766 APPROVED PRIVATE SCHOOLS (MAAPS) ANNUAL NOTICE OF NON-DISCRIMINATION PUBLISHED IN THE BOSTON GLOBE.
PART I, LINE 6Perkins receives government funds from cities and towns that are paying for student tuition.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (28 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCntOfficesOfficesCnt
Central America and the CaribbeanProgram ServicesPERKINS SOLUTION COGS$11,287
East Asia and the PacificProgram ServicesPERKINS SOLUTION COGS$121,905
Europe (Including Iceland and Greenland)Program ServicesPERKINS SOLUTION COGS$343,177
Middle East and North AfricaProgram ServicesPERKINS SOLUTION COGS$78,886
North AmericaProgram ServicesPERKINS SOLUTION COGS$34,077
Russia and the Newly Independent StatesProgram ServicesPERKINS SOLUTION COGS$75,770
South AmericaProgram ServicesPERKINS SOLUTION COGS$68,949
South AsiaProgram ServicesPERKINS SOLUTION COGS$71,302
Sub-Saharan AfricaProgram ServicesPERKINS SOLUTION COGS$85,218
South AsiaProgram ServicesPERKINS SOLUTION MFG$423,247
Central America and the CaribbeanProgram ServicesEDUCATIONAL SERVICES$6,275
East Asia and the PacificProgram ServicesEDUCATIONAL SERVICES$67,0912
Europe (Including Iceland and Greenland)Program ServicesEDUCATIONAL SERVICES$186,4751
Middle East and North AfricaProgram ServicesEDUCATIONAL SERVICES$14,333
North AmericaProgram ServicesEDUCATIONAL SERVICES$46,1291
Russia and the Newly Independent StatesProgram ServicesEDUCATIONAL SERVICES$70,355
South AmericaProgram ServicesEDUCATIONAL SERVICES$236,79031
South AsiaProgram ServicesEDUCATIONAL SERVICES$131,44441
Sub-Saharan AfricaProgram ServicesEDUCATIONAL SERVICES$154,8461
Central America and the CaribbeanInvestments$39,432,385
Central America and the CaribbeanGrantmaking$4,593
East Asia and the PacificGrantmaking$17,000
Europe (Including Iceland and Greenland)Grantmaking$43,428
Middle East and North AfricaGrantmaking$3,676
Russia and the Newly Independent StatesGrantmaking$8,377
South AmericaGrantmaking$11,333
South AsiaGrantmaking$34,695
Sub-Saharan AfricaGrantmaking$34,550
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees7SubtotalEmployeesCnt
Continuation Total Office1ContinuationTotalOfficeCnt
Continuation Total Employee5ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee12TotalEmployeeCnt
Subtotal Spent$1,941,266SubtotalSpentAmt
Continuation Spent$39,876,327ContinuationSpentAmt
Total Spent$41,817,593TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
East Asia and the PacificLDSHP/DVLPMT$17,000
Europe (Including Iceland and Greenland)DVLPMT/TRNG$43,428
Russia and the Newly Independent StatesDVLPMT/TRNG$8,377
South AmericaDVLPMT/TRNG$11,333
South AsiaLDSHP/DVLPMT$34,695
Sub-Saharan AfricaDVLPMT/TRNG$34,550
FieldValueIRS element (for citing)
Total501c3 Org19Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationEach project partner has a budget, activity timeline, and schedule for reporting. Balances are reconciled to USD using the exchange rate from the date the funds were received in country. Original receipts are provided with progress reports and reviewed by program financial staff each period. New funds are not advanced until satisfactory review of activity and financial report data.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonMAL WARWICK DONORDIGITALPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12550 NINTH STREETAddressLine1Txt
Address Line2SUITE 130AddressLine2Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING COUNSELActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$227,902RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$227,902TotalRetainedByContractorsAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1TASTING EVENTEvent1Nm
Gross Receipts Event1$106,563GrossReceiptsEvent1Amt
Charitable Contri Event1$103,113CharitableContriEvent1Amt
Gross Revenue Event1$3,450GrossRevenueEvent1Amt
Rent Facility Costs Event1$654RentFacilityCostsEvent1Amt
Food And Beverage Event1$35,587FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$12,937OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$106,563GrossReceiptsTotalAmt
Charitable Contributions Tot$103,113CharitableContributionsTotAmt
Gross Revenue Total Events$3,450GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$654RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$35,587FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$12,937OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$49,178DirectExpenseSummaryEventsAmt
Net Income Summary-$45,728NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM DAVID POWER
PRESIDENT AND CEO$384,315$0$50,000$0$0$0$24,859$0$23,639$0$482,813$0$0$0
EDWARD H BOSSO
PRES OF EDUCATIONAL PROGRAMS$281,168$0$15,000$0$0$0$24,615$0$72,000$0$392,783$0$0$0
DAVID J WHALEN
CHIEF DEVELOPMENT OFFICER$271,527$0$0$0$19,000$0$24,493$0$1,140$0$316,160$0$0$0
JOHN CZAJKOWSKI
CFAO THRU 10/19$241,803$0$0$0$21,721$0$0$0$0$0$263,524$0$0$0
LUIZA R AGUIAR
ED OF PERKINS SOLUTIONS$211,410$0$0$0$0$0$17,104$0$0$0$228,514$0$0$0
GARY W AUSSANT
DIR OF DIGITAL ACCESSIBILITY$176,703$0$0$0$0$0$7,042$0$26,373$0$210,118$0$0$0
REBECCA FATER
ED OF MARKETING$166,968$0$0$0$0$0$14,690$0$26,744$0$208,402$0$0$0
KATHRYN TODD
DIRECTOR OF INDIVIDUAL GIVING$154,833$0$0$0$0$0$12,909$0$9,276$0$177,018$0$0$0
DAVID SATTERTHWAITE
DIR OF INTL OPERATIONS$145,259$0$0$0$0$0$5,462$0$0$0$150,721$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1APerkins may provide housing to employees when it is determined to be a requirement of the position. Perkins determines the value of the housing based on market rates for comparable properties in the area. During 2019, out of the employees listed on Schedule J, ONLY EDWARD H BOSSO WAS provided with housing. MR. BOSSO'S housing was valued at $72,000.
PART I, LINE 4BDAVID WHALEN PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER IRS CODE SECTION 457(B). EMPLOYEE CONTRIBUTIONS OF $19,000 UNDER THIS PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).
PART I, LINE 7WILLIAM DAVID POWER RECEIVED One Time Recognition Bonus for Superior Contribution From 5/1/14-6/30/18 IN THE AMOUNT OF $50,000.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY SERIES 2010
A0434318142010-02-12$30,000,000CONSTRUCTIONfalsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY SERIES 2016
B0434318142016-09-09$4,100,000IMPROVEMENTSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$5,139,770$0$30,000,000$0$0$0$185,000$0$0$29,815,000$0$02011falsefalseYes (true)Yes (true)
B$913,854$0$4,100,000$0$0$0$78,238$0$0$4,021,762$0$02016falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)false0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (true)falsefalsefalsefalsefalsefalse0falseYes (true)
0
BfalsefalseYes (true)falsefalsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE KFormAndLineReferenceDesc
ExplanationPART III, LINE 3A THE SCHOOL HAS INCIDENTAL SERVICE CONTRACTS THAT DO NOT RESULT IN PRIVATE BENEFIT USE. PART IV, LINE 2B THE BOND ISSUES MET THE REQUIREMENTS OF THE 2 YEAR SPENDING EXCEPTION. PART IV, LINE 7 THE SCHOOL HAS ESTABLISHED WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF IRC SECTION 148.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$971,579NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSILENT AUCTIONSDesc
Contribution37ContributionCnt
Noncash Contributions Rpt F990$23,273NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4DPERKINS SOLUTIONS PERKINS SOLUTIONS DEPLOYS TECHNOLOGY TO OVERCOME LONGSTANDING AND EMERGING ACCESSIBILITY BARRIERS. SINCE THE 1950S, WE'VE MANUFACTURED AND DISTRIBUTED THE WORLD'S MOST POPULAR, MOST DEPENDABLE BRAILLE TYPEWRITER. TODAY OUR EXPERTISE IN INCLUSIVE DESIGN SOLUTIONS IS AVAILABLE VIA PERKINS ACCESS, A CONSULTING SERVICE THAT HELPS BUSINESSES ENSURE THEIR DIGITAL PRODUCTS AND SERVICES ARE USABLE BY EVERYONE. DURING FY20, PERKINS SOLUTIONS DISTRIBUTED 5,167 BRAILLERS WORLDWIDE, AND ASSISTED OVER 27 ORGANIZATIONS WITH TECHNOLOGY ASSESSMENTS AND MODIFICATIONS. REGIONAL LIBRARY PERKINS LIBRARY HAS PROVIDED ACCESSIBLE READING MATERIAL TO PEOPLE WITH VISUAL IMPAIRMENT AND OTHER DISABILITIES SINCE 1837. SINCE THEN, WE'VE SIGNIFICANTLY EXPANDED OUR OFFERINGS TO SERVE MORE PEOPLE WITH MORE NUANCED NEEDS. TODAY, WE DISTRIBUTE APPROXIMATELY 492,000 ACCESSIBLE BOOKS, MAGAZINES, NEWSPAPERS, DVDS AND MORE, AT NO COST TO THE ESTIMATED 24,000 PATRONS WE SERVICE ANNUALLY. WE'VE ALSO LED THE CHARGE IN DISTRIBUTING ASSISTIVE TECHNOLOGIES LIKE REFRESHABLE BRAILLE DISPLAYS WHILE PROVIDING A WEBSITE THAT ENABLES PEOPLE TO DOWNLOAD ACCESSIBLE READING MATERIAL.
FORM 990, PART VI, SECTION A, LINE 6THE SCHOOL HAS 142 MEMBERS OF THE CORPORATION AS OF JUNE 30, 2020.
FORM 990, PART VI, SECTION A, LINE 7AEACH YEAR AT PERKINS' ANNUAL MEETING THE MEMBERS OF THE CORPORATION VOTE ON THE TRUSTEES FOR THE FOLLOWING YEAR AND THE TRUSTEES ELECT THE OFFICERS OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BINFORMATION REPORTED ON FORM 990 IS REVIEWED BY THE Manager of Fiscal Compliance PRIOR TO SUBMITTING THE INFORMATION TO KPMG FOR PREPARATION AND REVIEW. THE FORM 990 IS ALSO REVIEWED BY THE CONTROLLER BEFORE IT IS SENT TO THE AUDIT COMMITTEE. PRIOR TO FILING, A SUBCOMMITTEE OF THE AUDIT COMMITTEE REVIEWS FORM 990 PRIOR TO IT BEING SENT TO THE FULL BOARD FOR REVIEW AND COMMENT.
FORM 990, PART VI, SECTION B, LINE 12CPERKINS HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. PURSUANT TO THE CONFLICT OF INTEREST POLICY, TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND OTHER PERSONS WHO PERFORM SIMILAR POLICY-MAKING FUNCTIONS ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST CERTIFICATION ("CERTIFICATION") AND CONFLICT OF INTEREST DISCLOSURE FORM ("DISCLOSURE FORM"). THE CERTIFICATION REQUIRES CERTIFICATION OF COMPLIANCE WITH THE PERKINS CONFLICT OF INTEREST POLICY AND ALSO REQUIRES THE INDIVIDUAL TO DISCLOSE RELATED PARTY TRANSACTIONS. PERKINS LEGAL COUNSEL IS RESPONSIBLE FOR DISTRIBUTING THE CERTIFICATION AND DISCLOSURE FORM TO THE AFOREMENTIONED INDIVIDUALS AND FOR MAINTAINING THE RESPONSES. PURSUANT TO THE CONFLICT OF INTEREST POLICY, WHETHER A PERSONAL RELATIONSHIP AMONG TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND VOLUNTEER LEADERSHIP POSES A CONFLICT OF INTEREST WILL BE VOTED ANNUALLY BY THE BOARD OF TRUSTEES, WITH THE TRUSTEES, OFFICERS, AND/OR SENIOR MANAGEMENT THAT ARE INVOLVED IN THE RELATIONSHIP RECUSED FROM THAT PORTION OF THE MEETING AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF TRUSTEES HAS A COMPENSATION COMMITTEE THAT REVIEWS THE PRESIDENT'S COMPENSATION AND THE BOARD REVIEWS THE PRESIDENT'S RECOMMENDATION FOR SENIOR STAFF COMPENSATION. PERKINS' WAGE AND SALARY STRUCTURE IS RELATED TO THE DUTIES AND RESPONSIBILITIES OF ITS POSITIONS AND STRIVES TO BE COMPETITIVE FOR THE AREA, CONSISTENT WITH PERKINS' FINANCIAL RESOURCES. PERKINS PERIODICALLY CONDUCTS WAGE AND SALARY SURVEYS TO DETERMINE THE PREVAILING WAGES AND SALARIES PAID FOR SIMILAR POSITIONS IN THE AREA AND AT SIMILAR SCHOOLS AND AGENCIES. PERKINS REVIEWS THE WAGE AND SALARY STRUCTURE ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19PERKINS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST WITH THE SCHOOL.
FORM 990, PART XI, LINE 9CHANGE IN VALUE OF SPLIT INTEREST 165,345

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
KILIMANJARO BLIND TRUST INC
175 NORTH BEACON STREETWATERTOWNMA02472208038262GEN SUPPORTMA501(C)(3)12ANAYes (true)
JOHN MILTON SOCIETY FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472135562284GEN SUPPORTMA501(C)(3)12APERKINS SCHLYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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