2020-06-23T14:20:56-05:00 2019-06-30 050409384 KAHN LITWIN RENZA & CO LTD 99 SUMMER STREET SUITE 520 BOSTON MA 02110 990 2018-07-01 042104857 THE ROXBURY LATIN SCHOOL ROXB 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 SCOTT O'GORMAN CURRENT DIRECTOR OF FINANCE 6173254920 2020-06-23 MEYER H LEVY P00036576 6172368098 2020-06-23 38.111.239.2 2020-06-23 12:15:08 ED P 4307CEFB529B85E6F11DB4DA0F09880548EE4425 81820E4FB5704F2627C7181DA41A086535B34CF4 2018 2021-01-29 14:40:06Z KERRY BRENNAN 101 ST THERESA AVENUE WEST ROXBURY MA 02132 70752466 0 X WWW.ROXBURYLATIN.ORG X 1645 MA TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 24 24 100 200 0 0 7535770 6567793 7056265 7349699 5771348 435604 263631 355620 20627014 14708716 0 0 0 0 9683876 10491008 0 0 1347400 9383899 9021314 19067775 19512322 1559239 -4803606 250647191 248582582 37323371 36914790 213323820 211667792 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 0 0 11876517 7349699 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 11876517 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 70 0 100 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X SCOTT O'GORMAN 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 ROBERT J O'CONNOR JR PRESIDENT 2.00 X X 0 0 0 PAUL J MASSEY JR CHAIRMAN 2.00 X X 0 0 0 MICHAEL J GIARLA VICE PRESIDENT 2.00 X X 0 0 0 ANNE MCNAY SECRETARY 2.00 X X 0 0 0 JAMES M FRATES TREASURER 2.00 X X 0 0 0 M ETHAN BERMAN ASSISTANT TREASURER 2.00 X X 0 0 0 BRYAN ANDERSON TRUSTEE 2.00 X 0 0 0 MICHAEL BERK TRUSTEE 2.00 X 0 0 0 ELLEN BERKMAN TRUSTEE 2.00 X 0 0 0 JOHN CONNAUGHTON TRUSTEE 2.00 X 0 0 0 JOHN ENGLERT TRUSTEE 2.00 X 0 0 0 PAMELA D EVERHART TRUSTEE 2.00 X 0 0 0 ROBERTO GUIZUETA TRUSTEE (AS OF 9/18) 2.00 X 0 0 0 JAMES HAMILTON TRUSTEE 2.00 X 0 0 0 EUGENE LAMBERT JR TRUSTEE (AS OF 9/18) 2.00 X 0 0 0 LAURENCE H LEBOWITZ TRUSTEE 2.00 X 0 0 0 WILLIAM M MAFFIE III TRUSTEE 2.00 X 0 0 0 MARILYN MCGRATH TRUSTEE 2.00 X 0 0 0 CHRISTOPHER T MITCHELL TRUSTEE 2.00 X 0 0 0 R IAN O'KEEFE TRUSTEE 2.00 X 0 0 0 KENT SAHIN TRUSTEE (AS OF 9/18) 2.00 X 0 0 0 PAUL SPINALE TRUSTEE 2.00 X 0 0 0 RONALD R SULLIVAN TRUSTEE 2.00 X 0 0 0 JOSAPHAT K TANGO TRUSTEE 2.00 X 0 0 0 DIANE YOUNG-SPITZER TRUSTEE 2.00 X 0 0 0 KERRY BRENNAN SALARY AND BENEFITS HEADMASTER 50.00 X 482068 0 272271 KERRY BRENNAN REQUIRED HOUSING HEADMASTER 50.00 X 0 0 49300 PETER SHEA DIRECTOR OF FINANCE 50.00 X 249344 0 30441 MICHAEL POJMAN ASST HEADMASTER 50.00 X 180222 0 27050 THOMAS GUDEN DIRECTOR OF DEVELOPMENT 50.00 X 187065 0 38220 PHILIP THORNTON SENIOR GIFTS OFFICER 50.00 X 167399 0 32793 ERNESTO GUERRA TEACHER 50.00 X 145490 0 19577 ANDREW CHAPPELL DIRECTOR OF ADMISSIONS 50.00 X 162323 0 35540 JAMES RYAN TEACHER 50.00 X 148692 0 19577 ANTONIO TEIXEIRA DIRECTOR OF ATHLETICS 50.00 X 142220 0 29231 1864823 0 554000 35 0 1 0 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 INVESTMENT MANAGEMENT 282290 AM PM CLEANING SERVICE 295 WESTON STREET WALTHAM MA 02453 CLEANING SERVICES 168544 LOCAL MOTION OF BOSTON 66B ROSCAM PARK ROAD BRAINTREE MA 02184 TRANSPORTATION SERVICES 103382 3 6567793 712498 6567793 TUITION 611600 7349699 7349699 7349699 457111 457111 56022243 56043750 -21507 -21507 -21507 MISCELLANEOUS 611600 355620 355620 355620 14708716 7349699 0 791224 1514661 1107116 249786 157759 6982448 4038536 2581884 362028 430273 306610 103129 20534 995657 222519 650484 122654 567969 441019 99946 27004 57918 57918 51525 51525 529294 529294 51903 51903 61299 36381 21173 3745 371467 220467 128310 22690 1499799 890138 518052 91609 1098802 1098802 2832689 1681215 978451 173023 210501 124933 72710 12858 INSTRUCTIONAL EXPENSE 1712513 1339395 52296 320822 FOOD SERVICE 520077 308668 179642 31767 MISCELLANEOUS 23527 8815 13805 907 19512322 11876517 6288405 1347400 1183808 2722367 14989432 11856056 42395 39192 103564 100205 119004191 32987876 88239389 86016315 145007148 146779322 1081455 1069125 250647191 248582582 1810273 2276116 627341 3698324 32251031 27308350 2634726 3632000 37323371 36914790 X 54759905 55044960 69820697 61295451 88743218 95327381 213323820 211667792 250647191 248582582 -4803606 3147578 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144638890 6023221 3348547 6013038 147997620 135208341 4201818 11031410 5802679 144638890 125408338 1006129 14314517 5520643 135208341 133360418 2870001 -5336714 5485367 125408338 131590000 4611057 2419624 5260263 133360418 0.01760 0.64410 0.33830 0 0 43408884 43408884 68052164 26687639 41364525 7543143 6300237 1242906 86016315 CASH AND CASH EQUIVALENTS 345233 F EQUITY LPS AND HEDGE FUNDS 115437366 F MUTUAL FUNDS 26989246 F SSGA FDS MONEY MARKET 4007477 F 146779322 LINE OF CREDIT 3632000 3632000 X 17327000 3147578 3147578 14179422 529294 529294 14708716 18983028 0 18983028 529294 529294 19512322 PART V, LINE 4: TO CARRY OUT THE SCHOOL'S EDUCATIONAL PURPOSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE SCHOOL OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE SCHOOL ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SCHOOL CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER ADVERTISEMENTS, JOB FAIRS, AND MEMBERSHIP ASSOCIATIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 19727077 0 0 0 0 0 0 19727077 0 19727077 1 0 1 0 1 0 X X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KERRY BRENNAN SALARY AND BENEFITS HEADMASTER 482068 0 0 0 0 0 246000 0 26271 0 754339 0 0 0 KERRY BRENNAN REQUIRED HOUSING HEADMASTER 0 0 0 0 0 0 0 0 49300 0 49300 0 0 0 PETER SHEA DIRECTOR OF FINANCE 249344 0 0 0 0 0 24167 0 6274 0 279785 0 0 0 MICHAEL POJMAN ASST HEADMASTER 180222 0 0 0 0 0 17667 0 9383 0 207272 0 0 0 THOMAS GUDEN DIRECTOR OF DEVELOPMENT 187065 0 0 0 0 0 19333 0 18887 0 225285 0 0 0 PHILIP THORNTON SENIOR GIFTS OFFICER 167399 0 0 0 0 0 17067 0 15726 0 200192 0 0 0 ERNESTO GUERRA TEACHER 145490 0 0 0 0 0 13633 0 5944 0 165067 0 0 0 ANDREW CHAPPELL DIRECTOR OF ADMISSIONS 162323 0 0 0 0 0 16750 0 18790 0 197863 0 0 0 JAMES RYAN TEACHER 148692 0 0 0 0 0 13633 0 5944 0 168269 0 0 0 ANTONIO TEIXEIRA DIRECTOR OF ATHLETICS 142220 0 0 0 0 0 13633 0 15598 0 171451 0 0 0 PART I, LINE 4B THE SCHOOL MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER CODE SECTION 457(B) FOR THE BENEFIT OF THE HEAD OF SCHOOL. CONTRIBUTIONS BY THE SCHOOL ARE REPORTED ON SCHEDULE J, PART II, AND INCLUDED UNDER THE HEADING "RETIREMENT AND OTHER DEFERRED COMPENSATION". A MASSACHUSETTS DEVELOPMENT FINANCING AGENCY 043431814 2014-12-16 25000000 CONSTRUCTION AND RENOVATION OF VARIOUS SCHOOL FACILITIES 0 0 0 A 25000000 420372 24579628 2016 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 2079 DONOR STATED VALUE X 30 706886 STOCK EXCHANGE VALUE X EVENT ITEMS 1 3533 COST 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. THE FORM, INCLUDING ALL SCHEDULES, IS THEN REVIEWED BY THE DIRECTOR OF FINANCE OF THE SCHOOL WITH MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD. REVISIONS ARE MADE AS NECESSARY. PRIOR TO FILING, ALL BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW A FULL COPY OF FORM 990 WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND SIGN A CONFLICTS DISCLOSURE STATEMENT. CONFLICTS ARE EVALUATED BY THE CONFLICTS COMMITTEE OF THE BOARD. WHERE NECESSARY, A BOARD VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE HEADMASTER. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THE PROCESS INCLUDES A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM SALARY SURVEY INFORMATION PREPARED BY AN INDUSTRY GROUP. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETING. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE HEADMASTER AND IS AVAILABLE FOR REVIEW BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE OFFICE OF THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO MASSACHUSETTS FORM PC FILED EVERY YEAR WITH ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC.