2018-12-04T09:59:00-06:00 2018-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2017-07-01 043391788 THE EPIPHANY SCHOOL INC EPIP 6173260425 154 CENTRE STREET DORCHESTER MA 02124 JOHN H FINLEY IV HEAD OF SCHOOL 6173260425 2018-11-26 1 THOMAS F MULDOON CPA P01561688 5083669100 2018-11-26 64.238.141.162 2018-11-26 11:23:07 ES P 6CDDA8B025427A5532164877518CA44A369A04DA D0D11AF730C84EA989067D997D1D7D43B936B30F 2017 2019-02-21 02:37:17Z JOHN H FINLEY IV 154 CENTRE STREET DORCHESTER MA 02124 7100091 0 X WWW.EPIPHANYSCHOOL.COM X 1998 MA EPIPHANY SCHOOL IS AN INDEPENDENT SCHOOL FOR CHILDREN OF ECONOMICALLY DISADVANTAGED FAMILIES IN BOSTON WITH FINANCIAL AID FOR ALL STUDENTS. WE ADMIT CHILDREN OF DIVERSE FAITHS, RACES, CULTURES AND COGNITIVE PROFILES, BELIEVING IN THE EPISCOPAL TRADITION THAT WE FIND GOD IN AND THROUGH EACH OTHER, AND WE CHALLENGE OUR STUDENTS TO DISCOVER AND DEVELOP THE FULLNESS OF THEIR INDIVIDUAL GIFTS. EPIPHANY'S SMALL CLASSES, INDIVIDUALIZED CURRICULA, AND EXTENDED SCHOOL DAYS PROVIDE RIGOROUS ACADEMIC, MORAL AND SOCIAL INSTRUCTION. IN CLOSE PARTNERSHIP WITH FAMILIES, WE ARE AN INNOVATIVE LEARNING COMMUNITY THAT AFFORDS STRUCTURED SUPPORT TO HELP STUDENTS THRIVE, AND TOGETHER, WE ARE A SCHOOL THAT NEVER GIVES UP ON A CHILD.EPIPHANY TRAINS ASPIRING URBAN TEACHERS AND PROVIDES ABIDING SUPPORT TO ITS GRADUATES WHO ARE PREPARED TO CONTRIBUTE INTELLIGENTLY, MORALLY, AND ACTIVELY TO THE SOCIETY THEY WILL INHERIT. 23 23 76 375 0 0 4067512 6689629 68697 79242 84454 104574 -57496 -92915 4163167 6780530 117858 118155 0 0 2448781 2681326 0 0 980814 1447687 1740008 4014326 4539489 148841 2241041 28451735 31377416 1653085 1942103 26798650 29435313 X EPIPHANY SCHOOL IS AN INDEPENDENT SCHOOL FOR CHILDREN OF ECONOMICALLY DISADVANTAGED FAMILIES IN BOSTON WITH FINANCIAL AID FOR ALL STUDENTS. WE ADMIT CHILDREN OF DIVERSE FAITHS, RACES, CULTURES AND COGNITIVE PROFILES, BELIEVING IN THE EPISCOPAL TRADITION THAT WE FIND GOD IN AND THROUGH EACH OTHER, AND WE CHALLENGE OUR STUDENTS TO DISCOVER AND DEVELOP THE FULLNESS OF THEIR INDIVIDUAL GIFTS. EPIPHANY'S SMALL CLASSES, INDIVIDUALIZED CURRICULA, AND EXTENDED SCHOOL DAYS PROVIDE RIGOROUS ACADEMIC, MORAL AND SOCIAL INSTRUCTION. IN CLOSE PARTNERSHIP WITH FAMILIES, WE ARE AN INNOVATIVE LEARNING COMMUNITY THAT AFFORDS STRUCTURED SUPPORT TO HELP STUDENTS THRIVE, AND TOGETHER, WE ARE A SCHOOL THAT NEVER GIVES UP ON A CHILD.EPIPHANY TRAINS ASPIRING URBAN TEACHERS AND PROVIDES ABIDING SUPPORT TO ITS GRADUATES WHO ARE PREPARED TO CONTRIBUTE INTELLIGENTLY, MORALLY, AND ACTIVELY TO THE SOCIETY THEY WILL INHERIT. 0 0 3145930 118155 86067 THE PROGRAM SERVICE INCLUDES EXPENSES ASSOCIATED WITH PROVIDING THE STUDENTS WITH AN EDUCATION, SUCH AS TEACHER AND TEACHING FELLOW SALARIES AND BENEFITS, EDUCATIONAL PROGRAMS AND SUPPLIES, FINANCIAL AID FOR POST EPIPHANY EDUCATION, MEALS, SUMMER PROGRAM, AND PROFESSIONAL FEES FOR OUTSIDE CONTRACTORS. IT ALSO INCLUDES EXPENSES ASSOCIATED WITH OPERATING AND MAINTAINING THE SCHOOL HOUSE AND RELATED FACILITIES. DURING THE YEAR:EPIPHANY SERVED 86 STUDENTS AND MORE THAN 340 YOUNG ADULTS THROUGH OUR GRADUATE SUPPORT PROGRAM. EPIPHANY PROVIDED 12-HOUR SCHOOL DAYS, SMALL CLASSES, AND TUTORING. 5TH GRADERS AT EPIPHANY TYPICALLY ENTER TESTING BELOW GRADE LEVEL IN BOTH READING AND MATH. LAST YEAR THE 5TH GRADE CLASS SAW 1.6 GRADE LEVELS OF IMPROVEMENT IN AN ACADEMIC YEAR! EPIPHANY PROVIDED 3 MEALS AND 2 SNACKS DAILY TO EACH STUDENT. IN THIS ACADEMIC SCHOOL YEAR ALONE, WE HAVE SERVED OVER 35,000 MEALS TO STUDENTS, FACULTY, AND GRADUATES.EPIPHANY ENSURED 100% OF OUR STUDENTS WERE SEEN BY A DENTIST, AND HAD ACCESS TO HEALTH SERVICES.EPIPHANY DISTRIBUTED $112,555 IN LAST DOLLAR SCHOLARSHIPS AS FINANCIAL AID TO EPIPHANY GRADUATES TO CONTINUE THEIR EDUCATION.EPIPHANY HOUSED AND EMPLOYED 13 TEACHING FELLOWS. 1 OF THESE TEACHING FELLOWS GRADUATED WITH THEIR MASTER'S DEGREE FROM BOSTON COLLEGE. 3145930 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 16 0 1 76 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ROD FLETCHER 6173260425 154 CENTRE STREET DORCHESTER MA 02124 DENNIS GOLDSTEIN PRESIDENT 1.00 X X 0 0 0 MARTIN G ZINNY TREASURER 1.00 X X 0 0 0 DAVID D FOSTER TRUSTEE 1.00 X 0 0 0 ANNE LH SANDERSON TRUSTEE 1.00 X 0 0 0 DIANE B PATRICK TRUSTEE 1.00 X 0 0 0 ELIZABETH L MARCH TRUSTEE 1.00 X 0 0 0 EVA L MAYNARD SECRETARY 1.00 X X 0 0 0 JOHN F KENNEDY TRUSTEE 1.00 X 0 0 0 PETER G CHRISTIE JR TRUSTEE 1.00 X 0 0 0 PETER M KEATING TRUSTEE 1.00 X 0 0 0 THE REV JENNIFER G DALY TRUSTEE 1.00 X 0 0 0 MARILYN O'CONNELL TRUSTEE 1.00 X 0 0 0 BARBARA A KRYDER TRUSTEE 1.00 X 0 0 0 PETER K LEVITT TRUSTEE 1.00 X 0 0 0 ALICIA A SOUTHWELL TRUSTEE 1.00 X 0 0 0 LINDA C WISNEWSKI TRUSTEE 1.00 X 0 0 0 C FRITZ FOLEY TRUSTEE 1.00 X 0 0 0 LIA DER MARDEROSIAN TRUSTEE 1.00 X 0 0 0 THE RT REV ALAN GATES TRUSTEE 1.00 X 0 0 0 GEORGE ESTES TRUSTEE 1.00 X 0 0 0 JENNIFER B FULTON VICE PRESIDENT 1.00 X X 0 0 0 JOSE ROSA TRUSTEE 1.00 X 0 0 0 STEPHANIE MARTINEZ TRUSTEE 1.00 X 0 0 0 SIDNEY E BAPTISTA TRUSTEE 1.00 X 0 0 0 THE REV JOHN H FINLEY IV HEAD OF SCHOOL 40.00 X 95138 0 32645 ROD FLETCHER CHIEF FINANCIAL OFFICER 3.00 X 6286 0 0 MICHELLE SANCHEZ PRINCIPAL 40.00 X 113370 0 7357 LORI BRITTON DIRECTOR OF DEVELOPMENT 40.00 X 193860 0 4981 408654 0 44983 3 0 1 0 COMMODORE BUILDERS 404 WYMAN ST 400 WALTHAM MA 02451 CONSTRUCTION MANAGER 8198547 STUDIO MLA ARCHITECTS 223 HARVARD STREET BROOKLINE MA 02446 ARCHITECT 109615 2 667643 6021986 813653 6689629 PROGRAM FEES 611110 79242 79242 79242 105930 105930 6825 0 6825 6825 6825 169339 170695 -1356 -1356 -1356 49126 667643 148866 -99740 -99740 6780530 86067 0 4834 118155 118155 135449 25816 51548 58085 1986400 1303052 150723 532625 45244 33334 7211 4699 369617 212146 45850 111621 144616 99070 25706 19840 22097 22097 232516 86259 6190 140067 146878 98976 4560 43342 257940 233750 12095 12095 12838 10434 2404 53106 52044 531 531 405105 397003 4051 4051 49429 22884 26311 234 REPAIRS AND MAINTENANCE 160574 137677 7294 15603 MISCELLANEOUS 111041 81120 503 29418 MEALS 93587 93523 64 PROFESSIONAL DEVELOPMEN 67325 65246 2000 79 127572 75441 46075 6056 4539489 3145930 412745 980814 1171666 2491582 704057 2113153 3482219 2308032 125945 148193 22157031 3898595 18011588 18258436 69751 76410 4886509 5981610 28451735 31377416 1138595 138817 514490 1803286 1653085 1942103 X 21899533 23642363 4899117 5712950 80000 26798650 29435313 28451735 31377416 2241041 317702 77920 0 X X 0 1 X 1 0 X 4886509 848536 415904 149399 19940 5981610 4030168 401460 551605 80420 16304 4886509 3051293 1019717 51189 79556 12475 4030168 2120096 1000000 6638 73452 1989 3051293 1927336 3584 262162 71430 1556 2120096 0.98660 0.01340 0 0 1752614 1752614 19279780 2981922 16297858 377302 316436 60866 730902 600237 130665 16433 16433 18258436 NON-PUBLICALLY TRADED FUNDS 5981610 F 5981610 X 7331140 317702 84042 148866 550610 6780530 0 6780530 4694477 6122 148866 154988 4539489 0 4539489 PART X, LINE 2: THE SCHOOL ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2018. THE SCHOOL'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 148,866. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 148,866. SCHEDULE D, PART XII, LINE 2D FUNDRAISING EXPENSE WAS INCLUDED ON PART VIII STATEMENT OF REVENUE BUT WAS NOT INCLUDED ON THE STATEMENT OF ACTIVITIES PER THE FINANCIAL STATEMENTS. SCHEDULE D, PART XIII, LINE 2D FUNDRAISING EXPENSE WAS NOT INCLUDED ON PART IX STATEMENT OF FUNCTIONAL EXPENSES BUT WAS INCLUDED ON THE STATEMENT OF FUNCTIONAL EXPENSES PER THE FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 EPIPHANY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH THE SCHOOL'S WEBSITE, ANNUAL REPORT, APPLICATION FORM, AISNE ANNUAL NEWSPAPER AD AND ALL PUBLIC RELATIONS MATERIALS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FUNDS FOR THE FEDERAL SCHOOL LUNCH PROGRAM AND E-RATE, AS WELL AS FUNDING FROM THE CITY OF BOSTON FOR TITLE 1 EDUCATION. X X X 1 DEVELOPMENT GUILD 233 HARVARD STREEET SUITE 107 BROOKLINE MA 02446 CAPITAL CAMPAIGN 0 0 70349 -70349 70349 -70349 MA GALA 694219 653785 40434 98461 46832 SUNDAY IN THE SCHOOLYARD 22550 13858 8692 576 2997 716769 667643 49126 99037 49829 148866 -99740 1 FINANCIAL AID 40 118155 FAIR MARKET VALUE PART I, LINE 2: FINANCIAL AID IS AWARDED TO STUDENTS WHO GRADUATE FROM THE SCHOOL AND GO ON TO ATTEND PRIVATE HIGH SCHOOLS, WHICH REQUIRE TUITION. FINANCIAL AID IS AWARDED BASED ON NEED. X 0 0 0 0 0 0 0 0 0 LORI BRITTON DIRECTOR OF DEVELOPMENT 193860 0 0 0 0 0 4501 0 480 0 198841 0 0 0 TOM COMEAU NEPHEW OF A TRUSTEE 486030 COMPANY USED BY THE SCHOOL 0 X 19 813653 FMV 0 0 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY TO PROCESS AND SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE, AUDIT AND RISK COMMITTEE, AND THE BOARD PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE SCHOOL SENDS AND COLLECTS CONFLICT OF INTEREST FORMS TO ALL OFFICERS AND DIRECTORS. THE FORMS ARE PRESENTED AND COMPLETED AT A SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 15 AN EVALUATION COMMITTEE, WHO HAS OUTSIDE EXPERTISE IN THE AREA, MEETS PERIODICALLY, REVIEWS THE HEAD OF SCHOOL BASED ON ESTABLISHED GOALS, CONSIDERS COMPARABLE DATA TO ENSURE COMPENSATION IS REASONABLE GIVEN THE JOB AND THROUGH DELIBERATIONS REPORTS THEIR RECOMMENDATIONS TO THE BOARD. THE BOARD MINUTES REFLECT THESE DISCUSSIONS. FORM 990, PART VI, SECTION C, LINE 19 EPIPHANY SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII LINE 2C EXPLANATION A SEPARATE AUDIT AND RISK COMMITTEE, COMPRISED OF THREE MEMBERS, WAS FORMED BY THE BOARD OF TRUSTEES. THIS COMMITTEE IS RESPONSIBLE FOR SELECTING AN INDEPENDENT ACCOUNTING FIRM AND OVERSEEING THE AUDIT PROCESS EACH YEAR, WICH INCLUDES REVIEWING THE AUDITED FINANCIAL STATEMENTS AND HAVING A SEPARATE CONVERSATION WITH THE AUDITOR ABOUT THE RESULTS OF THE AUDIT.