BERKSHIRE SCHOOL INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE SCHOOL INC (EIN 04-2121313)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-10
- IRS object ID
- 202030419349301113
- Schema version
- 2018v3.1
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-10T15:30:14-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060530830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEWARD AND MONDE CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 STATE STREET | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064732165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042121313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 4132298511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 NORTH UNDERMOUNTAIN ROAD | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012579672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PIETER M MULDER | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 4132291231 | PhoneNum |
| Signature | 2020-01-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAYLE A CARBONE | PreparerPersonNm |
| PTIN | P01010777 | PTIN |
| Phone | 2032489341 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.166.62.193 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-31 | IPDt |
| IP Tm | 11:37:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8CE89182B3A3E8DE6F40A539C3EF77146EB7236 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PIETER M MULDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 NORTH UNDERMOUNTAIN ROAD | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012579672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,253,547 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BERKSHIRESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SECONDARY EDUCATIONAL, SOCIAL, AND ATHLETIC PROGRAMS TO CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 265 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $576,665 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,954,020 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,415,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,305,891 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,186,953 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,751,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,904,989 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,061 | PYOtherRevenueAmt |
| CY Other Revenue | -$39,411 | CYOtherRevenueAmt |
| PY Total Revenue | $40,052,614 | PYTotalRevenueAmt |
| CY Total Revenue | $37,467,936 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,029,376 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,312,938 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $672,000 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $642,200 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,472,021 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,591,613 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,298,909 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,858,709 | PYOtherExpensesAmt |
| CY Other Expenses | $15,304,398 | CYOtherExpensesAmt |
| PY Total Expenses | $36,032,106 | PYTotalExpensesAmt |
| CY Total Expenses | $36,851,149 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,020,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $616,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $283,220,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $286,986,830 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,306,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,340,885 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $236,914,531 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $243,645,945 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE YOUNG MEN AND WOMEN WITH THE INTELLECTUAL AND MORAL FOUNDATIONS AND THE LEADERSHIP SKILLS THAT WILL ENABLE THEM TO FLOURISH AS MEMBERS OF A FAMILY AND A COMMUNITY AS THEY CONFRONT THE CHALLENGES OF COLLEGE AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,620,883 | ExpenseAmt |
| Grant | $5,312,938 | GrantAmt |
| Revenue | $25,316,477 | RevenueAmt |
| Desc | INSTRUCTION OF APPROXIMATELY 411 HIGH SCHOOL AGED CHILDREN BY APPROXIMATELY 87 QUALIFIED INSTRUCTORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,438,704 | ExpenseAmt |
| Revenue | $723,729 | RevenueAmt |
| Desc | CONDUCTING ATHLETIC PROGRAMS AND VARIOUS OTHER STUDENT ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,802,559 | ExpenseAmt |
| Revenue | $239,097 | RevenueAmt |
| Desc | PROVIDING FOOD SERVICES AND SUPPLIES AND INFIRMARY FOR STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $844,282 | ExpenseAmt |
| Revenue | $907,650 | RevenueAmt |
| Desc | CONDUCTING VARIOUS SUMMER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $844,282 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $907,650 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $29,706,428 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 265 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BF | ForeignCountryCd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S BOYD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4132298511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BERKSHIRE SCHOOL | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|
| CHIP PERKINS | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES L HASKEL | |||||||
| CO-VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LARA SCHEFLER MCLANAHAN | |||||||
| CO-VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A HERMAN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN W WATKINS | |||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PIETER M MULDER | |||||||
| SECRETARY/HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $329,446 | $0 | $99,914 | |
| ANDREW D ALLEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT M AMERO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARY WEIL BARNETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART M BELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PABLO CALDERINI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY CLIFFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE E COLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY DECHELLIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONEY EFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE FITZGERALD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GRACE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES E HOOPER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE JENKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C KIRK KELLOGG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE KREKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN BRACKBILL MCKEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MORSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGEL PEREZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW PILARO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID RONDEAU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SOFFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VERNON TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA WARREN-KRUGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE YUE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT S BOYD | |||||||
| ASST TREASURER/CFO | 40.00 | Yes (X) | $223,563 | $0 | $48,696 | ||
| ANDREW BOGARDUS | |||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $178,413 | $0 | $42,659 | Yes (X) | ||
| JEAN MAHER | |||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $146,150 | $0 | $40,768 | Yes (X) | ||
| PETER QUILTY | |||||||
| ASSOC HEAD OF SCHOOL/DEAN OF STUDENTS | 40.00 | $130,312 | $0 | $37,202 | Yes (X) | ||
| TIMOTHY J FULCO | |||||||
| DIRECTOR OF PHYSICAL PLANT | 40.00 | $126,995 | $0 | $31,481 | Yes (X) | ||
| CAROL VISNAPU | |||||||
| DIRECTOR OF MARKETING & COMMUNICATIONS | 40.00 | $119,769 | $0 | $33,846 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,254,648 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $334,566 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLIK COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $1,947,135 |
| ALLEGRONE CONSTRUCTION CO INC | |||||
| 150 PITTSFIELD ROAD | LENOX | MA | 01240 | GENERAL CONTRACTOR | $1,566,308 |
| JOHNSTON BUILDING CONTRACTORS INC | |||||
| PO BOX 234 | MILL RIVER | MA | 01244 | BUILDING CONTRACTORS | $257,085 |
| MICHAEL RENZI PAINTING CO LLC | |||||
| PO BOX 3292 | PITTSFIELD | MA | 01202 | PAINTING CONTRACTOR | $178,171 |
| STRATEGIC BUILDING SOLUTIONS | |||||
| 135 NEW ROAD | MADISON | CT | 06443 | PROJECT MANAGER | $172,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,415,405 | AllOtherContributionsAmt |
| Noncash Contributions | $171,942 | NoncashContributionsAmt |
| Total Contributions | $7,415,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| TUITION & FEES | 900099 | $25,316,477 | $25,316,477 | ||
| STUDENT SUPPORT SERVICES | 611710 | $811,114 | $811,114 | ||
| SPECIAL PROGRAMS | 711300 | $453,148 | $453,148 | ||
| DAY CARE | 624410 | $346,962 | $346,962 | ||
| MISCELLANEOUS INCOME | 611710 | $107,540 | $107,540 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,712 | TotalRevenueColumnAmt |
| Exclusion | $151,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,186,953 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,580,360 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $123,517 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,456,843 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,058,240 | SecuritiesAmt |
| Other | $52,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,785,611 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$727,371 | SecuritiesAmt |
| Other | $52,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$675,371 | TotalRevenueColumnAmt |
| Exclusion | -$675,371 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FINANCE CHARGES | 900099 | $49,570 | $49,570 |
| P.V. ADJ FOR SPLIT-INTEREST AGREE | 900099 | -$88,981 | -$88,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$39,411 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,467,936 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,316,477 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $576,665 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,159,389 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,312,938 | TotalAmt |
| Program Services | $5,312,938 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,200 | TotalAmt |
| Program Services | $642,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,858 | TotalAmt |
| Program Services | $277,543 | ProgramServicesAmt |
| Management And General | $416,315 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,650,009 | TotalAmt |
| Program Services | $8,281,058 | ProgramServicesAmt |
| Management And General | $2,572,848 | ManagementAndGeneralAmt |
| Fundraising | $796,103 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,736 | TotalAmt |
| Program Services | $441,352 | ProgramServicesAmt |
| Management And General | $259,631 | ManagementAndGeneralAmt |
| Fundraising | $65,753 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,660,620 | TotalAmt |
| Program Services | $1,159,080 | ProgramServicesAmt |
| Management And General | $426,189 | ManagementAndGeneralAmt |
| Fundraising | $75,351 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,390 | TotalAmt |
| Program Services | $482,518 | ProgramServicesAmt |
| Management And General | $273,262 | ManagementAndGeneralAmt |
| Fundraising | $64,610 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,703 | TotalAmt |
| Program Services | $697,703 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,730 | TotalAmt |
| Program Services | $154,617 | ProgramServicesAmt |
| Fundraising | $47,113 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,723,087 | TotalAmt |
| Program Services | $3,335,554 | ProgramServicesAmt |
| Management And General | $1,219,266 | ManagementAndGeneralAmt |
| Fundraising | $168,267 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,319 | TotalAmt |
| Management And General | $98,319 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829,682 | TotalAmt |
| Program Services | $2,829,682 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,215 | TotalAmt |
| Management And General | $5,916 | ManagementAndGeneralAmt |
| Fundraising | $66,299 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,413 | TotalAmt |
| Fundraising | $15,413 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,304 | TotalAmt |
| Program Services | $569,304 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,336,290 | TotalAmt |
| Program Services | $5,336,290 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,868 | TotalAmt |
| Program Services | $92,790 | ProgramServicesAmt |
| Management And General | $250,078 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $374,327 | $50,339 | $323,988 |
| BAD DEBT, NET | $43,460 | $43,460 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,851,149 | TotalAmt |
| Program Services | $29,706,428 | ProgramServicesAmt |
| Management And General | $5,845,812 | ManagementAndGeneralAmt |
| Fundraising | $1,298,909 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,482,212 | BOYAmt |
| EOY | $3,571,353 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,787,401 | BOYAmt |
| EOY | $13,449,337 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,304,822 | BOYAmt |
| EOY | $4,538,734 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,413 | BOYAmt |
| EOY | $297,530 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,421 | BOYAmt |
| EOY | $312,064 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,180,236 | BOYAmt |
| EOY | $678,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $187,985,544 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,562,070 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,515,739 | BOYAmt |
| EOY | $119,423,474 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,513,862 | BOYAmt |
| EOY | $143,575,699 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,000 | BOYAmt |
| EOY | $398,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,519 | BOYAmt |
| EOY | $742,417 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,220,625 | BOYAmt |
| EOY | $286,986,830 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,636,618 | BOYAmt |
| EOY | $10,770,738 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,698,731 | BOYAmt |
| EOY | $8,913,662 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,965,026 | BOYAmt |
| EOY | $22,787,893 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,268 | BOYAmt |
| EOY | $338,470 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,451 | BOYAmt |
| EOY | $530,122 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,306,094 | BOYAmt |
| EOY | $43,340,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,672,953 | BOYAmt |
| EOY | $187,000,756 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,744,445 | BOYAmt |
| EOY | $19,498,798 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,497,133 | BOYAmt |
| EOY | $37,146,391 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,914,531 | BOYAmt |
| EOY | $243,645,945 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,220,625 | BOYAmt |
| EOY | $286,986,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $616,787 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,736,714 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$622,087 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,074,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,265,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,125,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,954,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,415,405 | CurrentTaxYearAmt |
| Total | $60,834,454 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,074,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,265,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,125,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,954,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,415,405 | CurrentTaxYearAmt |
| Total | $60,834,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,364,931 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,469,523 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $992,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $895,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,268,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,055,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,580,360 | CurrentTaxYearAmt |
| Total | $8,792,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,627,243 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $123,506,460 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,622,174 | BeginningYearBalanceAmt |
| Contributions | $4,552,879 | ContributionsAmt |
| Investment Earnings Or Losses | $8,608,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,828,385 | OtherExpendituresAmt |
| End Year Balance | $143,955,209 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,360,926 | BeginningYearBalanceAmt |
| Contributions | $6,022,600 | ContributionsAmt |
| Investment Earnings Or Losses | $10,038,464 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,799,816 | OtherExpendituresAmt |
| End Year Balance | $135,622,174 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,611,187 | BeginningYearBalanceAmt |
| Contributions | $2,641,459 | ContributionsAmt |
| Investment Earnings Or Losses | $7,787,795 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,679,515 | OtherExpendituresAmt |
| End Year Balance | $124,360,926 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,195,796 | BeginningYearBalanceAmt |
| Contributions | $2,376,252 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,137,722 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,823,139 | OtherExpendituresAmt |
| End Year Balance | $118,611,187 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,988,172 | BeginningYearBalanceAmt |
| Contributions | $4,615,270 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,976,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,431,372 | OtherExpendituresAmt |
| End Year Balance | $124,195,796 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64540 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09660 | 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 | $91,043 | OtherCostOrOtherBasisAmt |
| Book Value | $91,043 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,983,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,158,056 | DepreciationAmt |
| Book Value | $111,825,070 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,646,997 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,698,853 | DepreciationAmt |
| Book Value | $948,144 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,264,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,705,161 | DepreciationAmt |
| Book Value | $6,559,217 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,423,474 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $37,551,809 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,736,714 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,736,714 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,815,095 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $697,703 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,955,138 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,652,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,467,936 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,198,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,198,308 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $697,703 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,955,138 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,652,841 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,851,149 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SCHOOL IS AN AGENT FOR THE TRUSTEES OF THE J.F. SCHOELLKOPF IV BERKSHIRE SCHOLARSHIP FUND, AND INVESTS AND RECOGNIZES INCOME FOR THE FUND, AND ADDITIONALLY PERFORMS CERTAIN ACCOUNTING, TAX AND FINANCIAL REPORTING TASKS AS REQUESTED BY THE TRUSTEES. |
| PART V, LINE 4: | THE SCHOOL FOLLOWS A POLICY THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE INTEGRITY OF ENDOWMENT ASSETS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS 5,312,938. FACULTY AND STAFF REMISSIONS 642,200. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS 5,312,938. FACULTY AND STAFF REMISSIONS 642,200. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NOTED IN GENERAL PUBLICATIONS AND ADVERTISEMENTS | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $13,106,000 |
| EUROPE | 0 | 0 | INVESTMENTS | $11,896,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $25,002,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $25,002,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, QUESTION 3 AND 5: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL DOES NOT HAVE THE MINIMUM OWNERSHIP INTEREST IN A FOREIGN CORPORATION OR A FOREIGN PARTNERSHIP THAT WOULD REQUIRE FILING FORM 5471 (CORPORATIONS) OR FORM 8865 (PARTNERSHIPS) | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID TO STUDENTS | GrantTypeTxt |
| Recipient | 118 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $5,312,938 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | REDUCTION OF TUITION CHARGED TO STUDENTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS A LISTING OF ALL SCHOLARSHIP RECIPIENTS AND AMOUNTS AWARDED TO EACH STUDENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | 0 | 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 | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PIETER M MULDER | ||||||||||||||
| SECRETARY/HEAD OF SCHOOL | $329,446 | $0 | $0 | $0 | $0 | $0 | $50,494 | $0 | $49,420 | $0 | $429,360 | $0 | $10,000 | $0 |
| ROBERT S BOYD | ||||||||||||||
| ASST TREASURER/CFO | $223,563 | $0 | $0 | $0 | $0 | $0 | $23,327 | $0 | $25,369 | $0 | $272,259 | $0 | $0 | $0 |
| ANDREW BOGARDUS | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $178,413 | $0 | $0 | $0 | $0 | $0 | $17,511 | $0 | $25,148 | $0 | $221,072 | $0 | $10,000 | $0 |
| JEAN MAHER | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $146,150 | $0 | $0 | $0 | $0 | $0 | $15,648 | $0 | $25,120 | $0 | $186,918 | $0 | $10,000 | $0 |
| PETER QUILTY | ||||||||||||||
| ASSOC HEAD OF SCHOOL/DEAN OF STUDENT | $130,312 | $0 | $0 | $0 | $0 | $0 | $13,826 | $0 | $23,376 | $0 | $167,514 | $0 | $0 | $0 |
| TIMOTHY J FULCO | ||||||||||||||
| DIRECTOR OF PHYSICAL PLANT | $126,995 | $0 | $0 | $0 | $0 | $0 | $12,922 | $0 | $18,559 | $0 | $158,476 | $0 | $0 | $0 |
| CAROL VISNAPU | ||||||||||||||
| DIRECTOR OF MARKETING & COMMUNICATIO | $119,769 | $0 | $0 | $0 | $0 | $0 | $9,096 | $0 | $24,750 | $0 | $153,615 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | THE ORGANIZATION HAS A PRACTICE OF PROVIDING ON CAMPUS HOUSING FOR KEY EMPLOYEES WHO NEED TO HAVE DIRECT AND REGULAR CONTACT WITH OUR STUDENTS. |
| PART I, LINE 4B | PIETER M. MULDER $20,000 BERKSHIRE SCHOOL SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN COVERING A SELECT GROUP OF EMPLOYEES. ONCE A PARTICIPANT BECOMES VESTED IN THIS NONQUALIFIED DEFERRED PLAN, BY LAW, THE PARTICIPANT IS TAXED ON THE VESTED AMOUNT. THE ABOVE AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN C. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2012-08-13 | $10,000,000 | CONSTRUCTION OF A STATE-OF-THE-ART MATH AND SCIENCE CENTER | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2015-11-02 | $3,900,000 | TO REFUND PRIOR BOND ISSUED ON 9/1/1990 | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| C | 043431814 | 2015-11-02 | $9,485,000 | TO REFUND PRIOR BOND ISSUED ON 10/1/2001 | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| D | 043431814 | 2017-11-01 | $3,000,000 | CONSTRUCTION OF AN ADDITION TO THE SPURR DORMITORY | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $125,519 | $9,874,481 | 2012 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $3,900,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $3,900,000 | |||
| C | $9,485,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $9,485,000 | |||
| D | $3,000,000 | $60,000 | $2,766,333 | 2018 | 0 | 0 | Yes (1) | Yes (1) | $173,667 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PPS BERKSHIRE SOLAR LLC | |||
| CERTAIN TRUSTEES AND FAMILY MEMBERS OF TRUSTEES ARE PARTNERS IN ENTITY | $241,802 | SALE OF ELECTRICITY | 0 |
| LUCIA MULDER | |||
| SPOUSE OF HEAD OF SCHOOL PIETER M. MULDER | $94,100 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $171,942 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | 20 IS THE ACTUAL NUMBER OF CONTRIBUTIONS MADE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THIS YEAR'S 990, WITHOUT SCHEDULE B, WAS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER AND MEMBERS OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE PRIOR TO THE FILING OF THE RETURN. THE CHIEF FINANCIAL OFFICER AND THE CHAIR OF THE AUDIT, RISK AND COMPLIANCE COMMITTEE REVIEWED SCHEDULE B PRIOR TO THE FILING OF THE 990 RETURN. IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD ARE ANNUALLY ASKED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE OF THE BOARD, WHOSE MEMBERS ARE INDEPENDENT, USING COMPARATIVE SALARY INFORMATION FROM SEVERAL SOURCES, MAKES RECOMMENDATIONS TO THE INDEPENDENT MEMBERS OF THE BOARD AND THIS GROUP APPROVES COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT MEDICAL BENEFITS -622,087. |
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