PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-14
IRS object ID
202041359349302529
Schema version
2018v3.3
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)
Return2020-05-14T14:43:31-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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)
PersonKATE SEARSPersonNm
Person TitleCFAOPersonTitleTxt
Phone6179243434PhoneNum
Signature2020-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY HANINKPreparerPersonNm
PTINP01244578PTIN
Phone6179881000PhoneNum
Preparation2020-05-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.206.0.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04502320201355000021FederalOriginalSubmissionId
Federal Original Submission Id2020-05-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9C31BF06FA94DD0D13F0629E09099B30EE00BC20AtSubmissionCreationDeviceId
At Submission Filing Device IdF34C744FB1535F6A4C3FBC97DE31B37B32847824AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerW DAVID POWERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$183,647,122GrossReceiptsAmt
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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee906TotalEmployeeCnt
Total Volunteers738TotalVolunteersCnt
Total Gross UBI-$55,252TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$131,426NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,701,898PYContributionsGrantsAmt
CY Contributions Grants$15,767,534CYContributionsGrantsAmt
PY Program Service Revenue$35,971,835PYProgramServiceRevenueAmt
CY Program Service Revenue$37,615,776CYProgramServiceRevenueAmt
PY Investment Income$14,455,172PYInvestmentIncomeAmt
CY Investment Income$29,328,933CYInvestmentIncomeAmt
PY Other Revenue$2,543,504PYOtherRevenueAmt
CY Other Revenue$3,111,157CYOtherRevenueAmt
PY Total Revenue$70,672,409PYTotalRevenueAmt
CY Total Revenue$85,823,400CYTotalRevenueAmt
PY Grants And Similar Paid$440,704PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$261,380CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,655,533PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$49,406,379CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$189,350PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$225,027CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,231,282CYTotalFundraisingExpenseAmt
PY Other Expenses$25,214,427PYOtherExpensesAmt
CY Other Expenses$23,220,684CYOtherExpensesAmt
PY Total Expenses$71,500,014PYTotalExpensesAmt
CY Total Expenses$73,113,470CYTotalExpensesAmt
PY Revenues Less Expenses-$827,605PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,709,930CYRevenuesLessExpensesAmt
Total Assets BOY$391,452,028TotalAssetsBOYAmt
Total Assets EOY$390,475,878TotalAssetsEOYAmt
Total Liabilities BOY$39,336,940TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,192,060TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$352,115,088NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$351,283,818NetAssetsOrFundBalancesEOYAmt
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$41,491,158ExpenseAmt
Revenue$34,034,494RevenueAmt
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 FY19, WE EDUCATED 179 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$4,096,060ExpenseAmt
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 FY19, PERKINS EQUIPPED AND TRAINED 874 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$3,181,172ExpenseAmt
Grant$261,380GrantAmt
Revenue$678,496RevenueAmt
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 FY19, 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
$3,022,789$3,356,396PERKINS SOLUTION
$2,865,667$2,902,786Perkins Library
$2,133,395OTHER
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$8,021,851TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$6,259,182TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$56,790,241TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document250IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee906EmployeeCnt
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 Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CORINNE BASLER
CHAIR OF THE BOARD5.00.5Yes (X)Yes (X)$0$0$0
GREG PAPPAS
BOARD VICE CHAIR5.00.0Yes (X)Yes (X)$0$0$0
KATHERINE C STEMBURG
CORP CHAIR/BOARD VICE CHAIR5.00.0Yes (X)Yes (X)$0$0$0
MICHAEL W SCHNITMAN
SECRETARY OF THE BOARD5.00.0Yes (X)Yes (X)$0$0$0
PHILIP L LADD
VICE CHAIR OF THE BOARD5.00.0Yes (X)Yes (X)$0$0$0
RANDY E KINARD
TREASURER OF THE BOARD5.00.0Yes (X)Yes (X)$0$0$0
ROANN COSTIN
CORPORATION VICE CHAIR5.00.0Yes (X)Yes (X)$0$0$0
ANANTHA CHANDRAKASAN
TRUSTEE (AS OF 11/5/18)5.00.0Yes (X)$0$0$0
CYNTHIA STEAD
TRUSTEE5.00.0Yes (X)$0$0$0
ELENA MATLACK
TRUSTEE5.00.0Yes (X)$0$0$0
FREDERIC M CLIFFORD
TRUSTEE5.00.5Yes (X)$0$0$0
HUNT LAMBERT
TRUSTEE5.00.0Yes (X)$0$0$0
JAMES W DOWN
TRUSTEE (AS OF 11/5/18)5.00.0Yes (X)$0$0$0
JANET LABRECK
TRUSTEE5.00.0Yes (X)$0$0$0
JO FRANCES MEYER
TRUSTEE (AS OF 7/1/18)5.00.0Yes (X)$0$0$0
KATHERINE MCGAUGH
TRUSTEE (AS OF 7/1/18)5.00.0Yes (X)$0$0$0
KEVIN BRIGHT
TRUSTEE5.00.0Yes (X)$0$0$0
OSWALD MONDEJAR
TRUSTEE5.00.0Yes (X)$0$0$0
PAUL PERRAULT
TRUSTEE5.00.0Yes (X)$0$0$0
RAYMOND W HEPPER
TRUSTEE5.00.0Yes (X)$0$0$0
RICHARD F REILLY
TRUSTEE (UNTIL 11/5/18)5.00.0Yes (X)$0$0$0
STEPHEN PELLETIER
TRUSTEE (AS OF 11/5/18)5.00.0Yes (X)$0$0$0
STEPHANIE C ANDREWS
TRUSTEE5.00.0Yes (X)$0$0$0
STEVEN A RINGER
TRUSTEE (7/1/18-11/5/18)5.00.0Yes (X)$0$0$0
TOM HEHIR
TRUSTEE5.00.0Yes (X)$0$0$0
VAITHEHI MUTTULINGAM
TRUSTEE5.00.0Yes (X)$0$0$0
WILLIAM HUGHES
TRUSTEE (UNTIL 11/5/18)5.00.0Yes (X)$0$0$0
WILLIAM DAVID POWER
PRESIDENT AND CEO50.00.5Yes (X)$369,031$0$42,923
JOHN CZAJKOWSKI
CFAO50.00.0Yes (X)$279,721$0$5,656
EDWARD H BOSSO
EXEC DIR & SUPERINTENDENT50.00.0$279,559$0$95,522Yes (X)
DAVID WHALEN
CHIEF DEVELOPMENT OFFICER50.00.0$283,452$0$14,568Yes (X)
LUIZA R AGUIAR
EXEC DIRECT OF SOLUTIONS50.00.0$206,256$0$17,377Yes (X)
MICHAEL DELANEY
EXEC DIRECTOR OF INTERNATIONAL50.00.0$189,844$0$85,118Yes (X)
REBECCA FATER
EXEC DIRECTOR OF MARKETING50.00.0$155,725$0$33,713Yes (X)
KATHRYN TODD
DIRECTOR INDIVIDUAL GIVING50.00.0$147,592$0$21,672Yes (X)
GARY AUSSANT
DIR OF DIGITAL ACCESSIBILITY50.00.0$141,272$0$21,969Yes (X)
KATE M MARAGOLESE
SR DIR OF STRATEGIC PROGRAMS50.00.0$140,440$0$21,587Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,192,892TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$360,105TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K24IndivRcvdGreaterThan100KCnt
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
WINDOVER CONSTRUCTION INC
66 CHERRY HILL DRIVE STE 2BEVERLYMA01915CONSTRUCTION$1,003,519
SOUTH COAST IMPROVEMENT COMPANY
13 MARCONI LANEMARIONMA02738CONSTRUCTION$349,718
BRENA BELL WALKER PC
THE RSD BLDG 810 N STREET STE 100ANCHORAGEAK99501LEGAL$302,754
CENTRO INC
11 SYCAMORE STREETWORCESTERMA01608DIGITAL MRKTG SRVCS$262,599
R P MARZILLI COMPANY INC
21 TROTTER DRMEDWAYMA02053GROUNDS MAINTENANCE$257,513
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K18CntrctRcvdGreaterThan100KCnt
Fundraising$1,048,916FundraisingAmt
Government Grants$4,976,730GovernmentGrantsAmt
All Other Contributions$9,741,888AllOtherContributionsAmt
Noncash Contributions$626,884NoncashContributionsAmt
Total Contributions$15,767,534TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES FOR SERVICES611600$34,712,990$34,712,990
LIBRARY SERVICES900099$2,902,786$2,902,786
FieldValueIRS element (for citing)
Total Program Service Revenue$37,615,776TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,539,013TotalRevenueColumnAmt
Unrelated Business Revenue-$59,429UnrelatedBusinessRevenueAmt
Exclusion$5,598,442ExclusionAmt

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$189,823RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$131,598RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$58,225RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,225TotalRevenueColumnAmt
Exclusion$58,225ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$117,932,687SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$94,142,767SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$23,789,920SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,789,920TotalRevenueColumnAmt
Unrelated Business Revenue$4,177UnrelatedBusinessRevenueAmt
Exclusion$23,785,743ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$199,300FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,048,916ContriRptFundraisingEventAmt
Fundraising Direct Expenses$502,764FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$303,464TotalRevenueColumnAmt
Exclusion-$303,464ExclusionAmt
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$6,402,989GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,046,593CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,356,396TotalRevenueColumnAmt
Related Or Exempt Func Income$3,356,396RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,823,400TotalRevenueColumnAmt
Related Or Exempt Func Income$40,972,172RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$55,252UnrelatedBusinessRevenueAmt
Exclusion$29,138,946ExclusionAmt

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$261,380TotalAmt
Program Services$261,380ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,875,864TotalAmt
Program Services$626,035ProgramServicesAmt
Management And General$821,839ManagementAndGeneralAmt
Fundraising$427,990FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$37,195,913TotalAmt
Program Services$31,408,128ProgramServicesAmt
Management And General$4,430,864ManagementAndGeneralAmt
Fundraising$1,356,921FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,479,336TotalAmt
Program Services$2,095,378ProgramServicesAmt
Management And General$294,415ManagementAndGeneralAmt
Fundraising$89,543FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,715,623TotalAmt
Program Services$3,985,346ProgramServicesAmt
Management And General$559,969ManagementAndGeneralAmt
Fundraising$170,308FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,139,643TotalAmt
Program Services$2,653,428ProgramServicesAmt
Management And General$372,825ManagementAndGeneralAmt
Fundraising$113,390FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$491,287TotalAmt
Program Services$42,855ProgramServicesAmt
Management And General$448,432ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$242,584TotalAmt
Program Services$8,214ProgramServicesAmt
Management And General$234,370ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$22,000TotalAmt
Management And General$22,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$225,027TotalAmt
Fundraising$225,027FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,715,097TotalAmt
Management And General$2,715,097ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,156,131TotalAmt
Program Services$3,178,555ProgramServicesAmt
Management And General$515,738ManagementAndGeneralAmt
Fundraising$461,838FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$279,061TotalAmt
Program Services$153,569ProgramServicesAmt
Management And General$124,053ManagementAndGeneralAmt
Fundraising$1,439FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,844,921TotalAmt
Program Services$1,271,989ProgramServicesAmt
Management And General$448,411ManagementAndGeneralAmt
Fundraising$124,521FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$926,230TotalAmt
Program Services$239,297ProgramServicesAmt
Management And General$673,592ManagementAndGeneralAmt
Fundraising$13,341FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$49,150TotalAmt
Program Services$49,150ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,742,667TotalAmt
Program Services$3,318,187ProgramServicesAmt
Management And General$341,556ManagementAndGeneralAmt
Fundraising$82,924FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,174,459TotalAmt
Program Services$1,114,975ProgramServicesAmt
Management And General$40,656ManagementAndGeneralAmt
Fundraising$18,828FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$208,344TotalAmt
Program Services$178,998ProgramServicesAmt
Management And General$24,524ManagementAndGeneralAmt
Fundraising$4,822FundraisingAmt

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$4,610,580TotalAmt
Program Services$3,945,581ProgramServicesAmt
Management And General$577,227ManagementAndGeneralAmt
Fundraising$87,772FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$282,962TotalAmt
Program Services$10,189ProgramServicesAmt
Management And General$272,773ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEAL/FOOD EXPENSE$820,390$666,377$111,731$42,282
BAD DEBT EXPENSE$6,851$1,851$5,000
MEMBERSHIPS$117,847$102,489$11,317$4,041
PHOTOGRAPHY$43,106$6,786$36,313$7

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,487,017TotalAmt
Program Services$1,471,484ProgramServicesAmt
Management And General$9,245ManagementAndGeneralAmt
Fundraising$6,288FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$73,113,470TotalAmt
Program Services$56,790,241ProgramServicesAmt
Management And General$13,091,947ManagementAndGeneralAmt
Fundraising$3,231,282FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,618,831BOYAmt
EOY$7,503,497EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,194,582BOYAmt
EOY$2,095,660EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,005,988BOYAmt
EOY$6,828,032EOYAmt

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$4,274,208BOYAmt
EOY$4,623,472EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,697,903BOYAmt
EOY$2,022,435EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$185,050,737LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$122,987,466LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$63,629,416BOYAmt
EOY$62,063,271EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$129,201,821BOYAmt
EOY$142,725,835EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$166,305,277BOYAmt
EOY$153,128,765EOYAmt

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$9,524,002BOYAmt
EOY$9,484,911EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$391,452,028BOYAmt
EOY$390,475,878EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,992,169BOYAmt
EOY$8,748,808EOYAmt

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$29,881,610BOYAmt
EOY$28,980,091EOYAmt

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$1,463,161EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,336,940BOYAmt
EOY$39,192,060EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$192,885,484BOYAmt
EOY$195,967,520EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$84,119,716BOYAmt
EOY$79,983,557EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$75,109,888BOYAmt
EOY$75,332,741EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$352,115,088BOYAmt
EOY$351,283,818EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$391,452,028BOYAmt
EOY$390,475,878EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$12,709,930ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,697,444NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$156,244OtherChangesInNetAssetsAmt
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$13,352,398CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,531,106CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,609,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,701,898CurrentTaxYearMinus1YearAmt
Current Tax Year$15,767,534CurrentTaxYearAmt
Total$70,962,728TotalAmt

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$13,352,398CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,531,106CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,609,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,701,898CurrentTaxYearMinus1YearAmt
Current Tax Year$15,767,534CurrentTaxYearAmt
Total$70,962,728TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$744,425SubstantialContributorsTotAmt
Public Support Total170$70,218,303PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,953,336CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,634,811CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,791,976CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,869,811CurrentTaxYearMinus1YearAmt
Current Tax Year$5,788,265CurrentTaxYearAmt
Total$24,038,199TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$198,175CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$198,175TotalAmt
FieldValueIRS element (for citing)
Total Support$95,199,102TotalSupportAmt
Gross Receipts Rltd Activities$199,140,132GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73759PublicSupportCY170Pct
Public Support PY1700.78130PublicSupportPY170Pct
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$22,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$22,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$56,768,241FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$56,790,241FilingOrganizationsTotalAmt

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$24,000CurrentYearMinus3Amt
Current Year Minus2$22,000CurrentYearMinus2Amt
Current Year Minus1$25,110CurrentYearMinus1Amt
Current Year$22,000CurrentYearAmt
Total$93,110TotalAmt

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$277,361,898BeginningYearBalanceAmt
Contributions$2,646,766ContributionsAmt
Investment Earnings Or Losses$6,823,788InvestmentEarningsOrLossesAmt
Other Expenditures$10,715,543OtherExpendituresAmt
Administrative Expenses$1,666,152AdministrativeExpensesAmt
End Year Balance$274,450,757EndYearBalanceAmt
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$158,427,426OtherCostOrOtherBasisAmt
Depreciation$97,678,265DepreciationAmt
Book Value$60,749,161BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,493,000OtherCostOrOtherBasisAmt
Depreciation$19,705,854DepreciationAmt
Book Value$787,146BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,130,311OtherCostOrOtherBasisAmt
Depreciation$5,603,347DepreciationAmt
Book Value$526,964BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$62,063,271TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INTERNATIONAL BOND FUNDS$12,649,225F
REAL ESTATE LIMITED PRTNRSHIPS$12,813F
PRIVATE EQUITY$56,892,065F
HEDGES$83,574,662F
FieldValueIRS element (for citing)
Total Book Value Securities$153,128,765TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSET RETIREMENT OBLIGATIONDesc
Amt$1,463,161Amt
FieldValueIRS element (for citing)
Total Liability$1,463,161TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$73,855,585TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,697,444NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$575,858DonatedServicesAndUseFcltsAmt
Other Revenue$187,913OtherRevenueAmt
Revenue Not Reported-$12,933,673RevenueNotReportedAmt
Revenue Subtotal$86,789,258RevenueSubtotalAmt
Investment Expenses Not Incld$2,715,097InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$3,680,955OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$965,858RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$85,823,400TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$74,692,328TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$575,858DonatedServicesUseFcltsAmt
Other Expenses Included$3,718,097OtherExpensesIncludedAmt
Expenses Not Reported$4,293,955ExpensesNotReportedAmt
Expenses Subtotal$70,398,373ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,715,097InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,715,097ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$73,113,470TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 2PERKINS HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2019 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, PERKINS HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TEMPORARILY RESTRICTED ENDOWMENT. PART V, LINE 4 THE 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 2THE 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 31,669 CHANGE IN VALUE OF SPLIT INTEREST 156,244 -------- TOTAL 187,913
PART XI, LINE 4BRENTAL EXPENSES (131,598) FUNDRAISING EVENTS EXPENSES (502,764) COST OF GOODS SOLD (3,046,593) ----------- TOTAL (3,680,955)
PART XII, LINE 2DJOHN MILTON SOCIETY EXPENSES 37,142 RENTAL EXPENSES 131,598 FUNDRAISING EVENTS EXPENSES 502,764 COST OF GOODS SOLD 3,046,593 ----------- TOTAL 3,718,097

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 (27 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCntOfficesOfficesCnt
Central America and the CaribbeanProgram ServicesEDUCATIONAL SERVICES$11,735
East Asia and the PacificProgram ServicesEDUCATIONAL SERVICES$86,6532
Europe (Including Iceland and Greenland)Program ServicesEDUCATIONAL SERVICES$133,6351
Middle East and North AfricaProgram ServicesEDUCATIONAL SERVICES$27,374
North AmericaProgram ServicesEDUCATIONAL SERVICES$35,0871
Russia and the Newly Independent StatesProgram ServicesEDUCATIONAL SERVICES$72,200
South AmericaProgram ServicesEDUCATIONAL SERVICES$209,19671
South AsiaProgram ServicesEDUCATIONAL SERVICES$116,385
Sub-Saharan AfricaProgram ServicesEDUCATIONAL SERVICES$151,2091
Central America and the CaribbeanInvestments$39,819,580
Central America and the CaribbeanGrantmaking$29,715
East Asia and the PacificGrantmaking$50,714
Europe (Including Iceland and Greenland)Grantmaking$67,975
Middle East and North AfricaGrantmaking$8,500
Russia and the Newly Independent StatesGrantmaking$6,650
South AmericaGrantmaking$26,806
South AsiaGrantmaking$40,384
Sub-Saharan AfricaGrantmaking$30,636
Central America and the CaribbeanProgram ServicesPERKINS SOLUTION COGS$6,594
East Asia and the PacificProgram ServicesPERKINS SOLUTION COGS$155,572
Europe (Including Iceland and Greenland)Program ServicesPERKINS SOLUTION COGS$476,953
Middle East and North AfricaProgram ServicesPERKINS SOLUTION COGS$366,130
North AmericaProgram ServicesPERKINS SOLUTION COGS$40,179
Russia and the Newly Independent StatesProgram ServicesPERKINS SOLUTION COGS$7,198
South AmericaProgram ServicesPERKINS SOLUTION COGS$65,134
South AsiaProgram ServicesPERKINS SOLUTION COGS$655,089
Sub-Saharan AfricaProgram ServicesPERKINS SOLUTION COGS$66,346
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees12SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee12TotalEmployeeCnt
Subtotal Spent$40,893,798SubtotalSpentAmt
Continuation Spent$1,869,831ContinuationSpentAmt
Total Spent$42,763,629TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
Central America and the CaribbeanDVLPMT/TRNG$29,715
East Asia and the PacificLDSHP/DVLPMT$50,714
Europe (Including Iceland and Greenland)DVLPMT/TRNG$67,975
Middle East and North AfricaDVLPMT/TRNG$8,500
Russia and the Newly Independent StatesDVLPMT/TRNG$6,650
South AmericaDVLPMT/TRNG$26,806
South AsiaLDSHP/DVLPMT$40,384
Sub-Saharan AfricaDVLPMT/TRNG$30,636
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
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$225,027RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$225,027TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
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)
Event1GALA DINNEREvent1Nm
Gross Receipts Event1$955,159GrossReceiptsEvent1Amt
Charitable Contri Event1$898,909CharitableContriEvent1Amt
Gross Revenue Event1$56,250GrossRevenueEvent1Amt
Rent Facility Costs Event1$203,571RentFacilityCostsEvent1Amt
Food And Beverage Event1$69,968FoodAndBeverageEvent1Amt
Entertainment Event1$28,910EntertainmentEvent1Amt
Other Direct Expenses Event1$77,412OtherDirectExpensesEvent1Amt
Event2TASTING EVENTEvent2Nm
Gross Receipts Event2$90,776GrossReceiptsEvent2Amt
Charitable Contri Event2$87,326CharitableContriEvent2Amt
Gross Revenue Event2$3,450GrossRevenueEvent2Amt
Food And Beverage Event2$32,436FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$12,101OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$202,281GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$62,681CharitableContriOtherEventsAmt
Gross Revenue Other Events$139,600GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$27,000RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$19,852FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$31,514OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,248,216GrossReceiptsTotalAmt
Charitable Contributions Tot$1,048,916CharitableContributionsTotAmt
Gross Revenue Total Events$199,300GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$230,571RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$122,256FoodAndBeverageTotalEventsAmt
Entertainment Total Events$28,910EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$121,027OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$502,764DirectExpenseSummaryEventsAmt
Net Income Summary-$303,464NetIncomeSummaryAmt

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 PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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$369,031$0$0$0$0$0$20,167$0$22,756$0$411,954$0$0$0
JOHN CZAJKOWSKI
CFAO$279,721$0$0$0$0$0$5,656$0$0$0$285,377$0$0$0
EDWARD H BOSSO
EXEC DIR & SUPERINTENDENT$264,559$0$15,000$0$0$0$23,522$0$72,000$0$375,081$0$0$0
DAVID WHALEN
CHIEF DEVELOPMENT OFFICER$264,952$0$0$0$18,500$0$13,420$0$1,148$0$298,020$0$0$0
LUIZA R AGUIAR
EXEC DIRECT OF SOLUTIONS$206,256$0$0$0$0$0$17,377$0$0$0$223,633$0$0$0
MICHAEL DELANEY
EXEC DIRECTOR OF INTERNATIONAL$189,844$0$0$0$0$0$16,027$0$69,091$0$274,962$0$0$0
REBECCA FATER
EXEC DIRECTOR OF MARKETING$155,725$0$0$0$0$0$12,593$0$21,120$0$189,438$0$0$0
KATHRYN TODD
DIRECTOR INDIVIDUAL GIVING$147,592$0$0$0$0$0$12,651$0$9,021$0$169,264$0$0$0
GARY AUSSANT
DIR OF DIGITAL ACCESSIBILITY$141,272$0$0$0$0$0$0$0$21,969$0$163,241$0$0$0
KATE M MARAGOLESE
SR DIR OF STRATEGIC PROGRAMS$140,440$0$0$0$0$0$10,603$0$10,984$0$162,027$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 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 2018, out of the employees listed on Schedule J, ED BOSSO AND MICHAEL DELANEY WERE provided with housing. ED's housing was valued at $72,000 AND MICHAEL'S HOUSING WAS VALUED AT $48,000.
PART I, LINE 4BDAVID WHALEN PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER IRS CODE SECTION 457(B). EMPLOYEE CONTRIBUTIONS OF $18,500 UNDER THIS PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY SERIES 2010
A0434318140000000002010-02-12$30,000,000CONSTRUCTIONfalsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY SERIES 2016
B0434318140000000002016-09-09$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$4,455,839$0$30,000,000$0$0$0$185,000$0$0$29,815,000$0$02011falsefalseYes (true)Yes (true)
B$664,070$0$4,100,000$0$0$0$78,238$0$0$3,975,716$0$46,0462016falsefalsefalse

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 OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)
BfalsefalseYes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (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
Contribution23ContributionCnt
Noncash Contributions Rpt F990$424,347NoncashContributionsRptF990Amt
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
DescEVENTS/ACTIVITIESDesc
Contribution65ContributionCnt
Noncash Contributions Rpt F990$202,537NoncashContributionsRptF990Amt
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 FY19, PERKINS SOLUTIONS DISTRIBUTED 6,096 BRAILLERS WORLDWIDE, AND ASSISTED OVER 28 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 MORE THAN 550,000 ACCESSIBLE BOOKS, MAGAZINES, NEWSPAPERS, DVDS AND MORE, AT NO COST TO THE ESTIMATED 25,000 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 135 MEMBERS OF THE CORPORATION AS OF JUNE 30, 2019.
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 X, LINES 27, 28, AND 29 PERKINS SCHOOL FOR THE BLIND HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2019 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF FORM 990, PART X, LINES 27, 28, AND 29, PERKINS SCHOOL FOR THE BLIND HAS CLASSIFIED NET ASSETS WITH DONOR RESTRICTIONS AS PERMANENTLY RESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS AND NET ASSETS WITHOUT DONOR RESTRICTIONS AS UNRESTRICTED NET ASSETS, RESPECTIVELY.
FORM 990, PART XI, LINE 9CHANGE IN VALUE OF SPLIT INTEREST 156,244

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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