2020-03-05T08:14:25-06:00 2019-06-30 833019782 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 024204443 990 2018-07-01 042104773 THE NEWMAN SCHOOL NEWM 6172674530 245 MARLBOROUGH STREET BOSTON MA 02116 J HARRY LYNCH HEADMASTER 6172674530 2020-02-24 1 CAROLINE WAWERU CPA P01897319 7818636300 2020-02-24 50.78.27.189 2020-02-24 16:52:09 ES P BCF7705C44389F0AE4CAD815FD450256BDA5C329 C570F5CCD2D8C4BD47507799182E6BA672F5F45C 2018 2020-04-17 16:48:07Z J HARRY LYNCH 245 MARLBOROUGH STREET BOSTON MA 02116 7624538 0 X NEWMANBOSTON.ORG X 1945 MA PREPARE YOUNG STUDENTS FROM ALL OVER THE WORLD FOR SUCCESS IN UNIVERSITY, COLLEGE STUDIES AND LIFE. 12 11 61 20 0 0 197713 316823 7709415 6961276 143850 229453 -5251 0 8045727 7507552 1659857 1745504 0 0 4030292 4055820 0 0 177190 2030599 1900494 7720748 7701818 324979 -194266 11032151 10402660 1729812 1162962 9302339 9239698 X FOUNDED IN 1945, THE NEWMAN SCHOOL, AN INDEPENDENT DAY SCHOOL IN THE CATHOLIC TRADITION, PREPARES YOUNG WOMEN AND MEN FROM GREATER BOSTON AND AROUND THE WORLD FOR SUCCESS IN UNIVERSITY AND COLLEGE STUDIES AND LIFE.WITH A SCHOOL CULTURE THAT IS UNIQUELY WELCOMING AND SUPPORTIVE, NEWMAN PROVIDES STUDENTS FROM BROADLY DIVERSE BACKGROUNDS AN OPPORTUNITY TO PURSUE SERIOUS STUDIES IN THE COMPANY OF LIKE-MINDED PEERS AND INSTRUCTORS. STUDIES ARE ORGANIZED AROUND THE PRINCIPLES OF THE INTERNATIONAL BACCALAUREATE DIPLOMA PROGRAMME, AND STUDENTS HAVE THE OPTION OF PURSUING THE ENTIRE IB DIPLOMA OR THOSE PORTIONS OF IT WHICH MEET THEIR NEEDS AND ASPIRATIONS.GUIDED BY CARDINAL NEWMAN'S MOTTO, COR AD COR LOQUITUR - HEART SPEAKS TO HEART, THE SCHOOL BELIEVES THAT STUDENTS ARE ABLE TO ACHIEVE THEIR POTENTIAL WHEN PURSUING THEIR STUDIES IN AN ENVIRONMENT OF MUTUAL RESPECT, INTEGRITY, SERIOUSNESS OF PURPOSE, AND CIVIC RESPONSIBILITY. 0 0 5828466 1745504 6961276 OPERATION OF A SECONDARY SCHOOL SERVING 224 STUDENTS. 5828466 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 77 0 1 61 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 MA X X J HARRY LYNCH 6172674530 245 MARLBOROUGH STREET BOSTON MA 02116 J HARRY LYNCH HEADMASTER/PRESIDENT 40.00 X X 273679 0 26635 DAVID T MACLAUGHLIN PHD CHAIRMAN 5.00 X X 0 0 0 THOMAS S DRUMM TREASURER 5.00 X X 0 0 0 JANE A SPAULDING CLERK 5.00 X X 0 0 0 RICHARD J MCCARTHY ESQUIRE TRUSTEE 5.00 X 0 0 0 FR JOHN F ARENS TRUSTEE 5.00 X 0 0 0 BUNNY CECCHETTO TRUSTEE 5.00 X 0 0 0 MARK FLAHERTY TRUSTEE 5.00 X 0 0 0 JAMES G KEEFE TRUSTEE 5.00 X 0 0 0 REGINALD A NUNNALLY TRUSTEE 5.00 X 0 0 0 BRIAN M ORLANDI TRUSTEE 5.00 X 0 0 0 DR PETER J POLVERINI TRUSTEE 5.00 X 0 0 0 273679 0 26635 1 0 1 0 0 316823 115554 316823 TUITION AND FEES 611710 6589987 6589987 HOMESTAY 611710 317450 317450 ACTIVITY FEES AND OTHE 611710 37135 37135 AUXILIARY ACTIVITIES 611710 16704 16704 6961276 241002 241002 105437 116986 -11549 -11549 -11549 7507552 6961276 0 229453 1745504 1745504 303135 303135 3039450 2472282 488776 78392 124321 98627 21900 3794 334369 285139 38742 10488 254545 198494 49990 6061 1802 1802 19780 19780 210591 210591 227907 227907 23033 23033 119358 119358 78825 67789 11036 SUPPLIES & EQUIPMENT 303675 275255 28420 HOMESTAY EXPENSES 284896 284896 REPAIRS AND MAINTENANCE 203083 147998 55085 DUES AND MEMBERSHIP 79333 32976 46357 348211 100148 169608 78455 7701818 5828466 1696162 177190 238557 675448 2725932 1321888 8182 2673 20490 21448 40334 27130 3783258 2363499 1492718 1419759 6505938 6934314 11032151 10402660 207504 176979 1522308 985983 1729812 1162962 X 9271134 9209729 31205 29969 9302339 9239698 11032151 10402660 -194266 131625 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 PART II-B, LINE 1: THE NEWMAN SCHOOL BELONGS TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. SOME PORTION OF MEMBERSHIP DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. 25052 25052 2771881 1577560 1194321 835673 705875 129798 150652 80064 70588 1419759 X 5608777 131625 -2030400 -1898775 7507552 0 7507552 5671418 0 5671418 2030400 2030400 7701818 PART X, LINE 2: PART X, LINE 2: THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS -1,745,504. HOMESTAY EXPENSES -284,896. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 1,745,504. HOMESTAY EXPENSES 284,896. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PARTICIPATES IN GROUP ADVERTISING THAT STATES THAT THE SCHOOL DOES NOT DISCRIMINATE WITH REGARD TO RACE, COLOR, SEX, NATIONAL ORIGIN, RELIGION, ETC. 1 FINANCIAL AID BASED ON DEMONSTRATED NEED. 55 825004 FMV OF PUBLISHED TUITION RATES TUITION ASSISTANCE. SCHOLARSHIP BASED ON MERIT. 93 920500 FMV OF PUBLISHED TUITION RATES MERIT BASED SCHOLARSHIPS PART I, LINE 2: THE NEWMAN SCHOOL OFFERS FINANCIAL AID OR SCHOLARSHIP ASSISTANCE TO FAMILIES WITH A DEMONSTRATED FINANCIAL NEED. TO APPLY, PARENTS MUST COMPLETE THE PARENTS' FINANCIAL STATEMENTS (PFS) AND SUBMIT THAT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID IN PRINCETON, N.J. X X X 0 1 0 0 0 0 0 0 0 J HARRY LYNCH HEADMASTER/PRESIDENT 273679 0 0 0 0 0 12900 0 13735 0 300314 0 0 0 PART I, LINE 4B J. HARRY LYNCH PARTICIPATED IN A 457(B) PLAN DURING THE YEAR ENDED JUNE 30, 2019. THE SCHOOL'S CONTRIBUTION UNDER THIS PLAN AMOUNTED TO $18,500 FOR THE YEAR ENDED JUNE 30, 2019. PATRICIA LYNCH SPOUSE OF HEADMASTER/PRESIDENT 104784 PATRICIA LYNCH IS MARRIED TO J. HARRY LYNCH, HEADMASTER AND PRESIDENT OF THE SCHOOL. PATRICIA LYNCH SERVES AS THE DIRECTOR OF ADMISSIONS AND IS COMPENSATED FOR SERVICES RENDERED IN THAT CAPACITY. 0 X 2 115554 MARKET VALUE AT DATE OF 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY A MEMBER OF THE EXECUTIVE COMMITTEE, DISCUSSED WITH OTHER MEMBERS OF THE COMMITTEE AT THEIR DISCRETION, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICT OF INTERESTS FOR EXECUTIVE COMMITTEE REVIEW AND FORWARDING TO THE BOARD FOR DISCUSSION IF WARRANTED. THE SCHOOL HAS A CONFLICT OF INTEREST POLICY AND THIS IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARATIVE SALARIES FOR EMPLOYEES IN COMPARABLE POSITIONS AT SIMILARLY SIZED ORGANIZATIONS LOCATED AROUND THE SCHOOL'S GEOGRAPHIC AREA ON A REGULAR BASIS. SALARIES FOR ALL KEY EMPLOYEES ARE ESTABLISHED WITH REFERENCE TO THIS EVALUATION OF COMPARABLE SALARIES AT SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX FILINGS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE TAX FILINGS ARE ALSO AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE AND UPON REQUEST AT THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE AND UPON REQUEST AT THE SCHOOL.