ANDOVER NEWTON THEOLOGICAL SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANDOVER NEWTON THEOLOGICAL SCHOOL (EIN 04-2104775)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-06
- IRS object ID
- 201800379349300210
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-06T07:01:30-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andover Newton Theological School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDO | BusinessNameControlTxt |
| Phone | 6179641100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Herrick Road | AddressLine1Txt |
| City | Newton Centre | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian D Boyce | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2018-02-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,922,665 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ants.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1807 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Graduate Theological School training and preparing men and women for Christian ministry in the church and the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 120 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,133,718 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,611,357 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,679,455 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,728,225 | CYProgramServiceRevenueAmt |
| PY Investment Income | $250,521 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,809,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,797,959 | PYOtherRevenueAmt |
| CY Other Revenue | $3,865,573 | CYOtherRevenueAmt |
| PY Total Revenue | $5,861,653 | PYTotalRevenueAmt |
| CY Total Revenue | $24,014,633 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,170,543 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $823,641 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,770,041 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,051,434 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $335,647 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,756,898 | PYOtherExpensesAmt |
| CY Other Expenses | $4,809,473 | CYOtherExpensesAmt |
| PY Total Expenses | $8,697,482 | PYTotalExpensesAmt |
| CY Total Expenses | $8,684,548 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,835,829 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,330,085 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,966,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,058,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,680,362 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,235,226 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,286,317 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,823,168 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Graduate Theological School training and preparing men and women for Christian ministry in the church and the world. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,201,225 | ExpenseAmt |
| Grant | $823,641 | GrantAmt |
| Revenue | $1,728,225 | RevenueAmt |
| Desc | Professional education - a graduate school of theology training and preparing men and women for Christian ministry in the church and the world with approximately 100 students and a full time faculty of 15. | Desc |
| Total Program Service Expenses | $3,201,225 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 120 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian D Boyce | PersonNm |
| Phone | 6178312389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Herrick Road | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John Y Campbell | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward R Bedrosian | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Linda S Campanella | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David J Blair | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reverend Martin BCopenhaver | ||||||||
| President | 35.00 | 0.00 | Yes (X) | $88,288 | $0 | $123,206 | Yes (X) | |
| Reverend Jeffrey L Brown | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reverend Dr Willard W Ashley | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Hannah E Kane | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| William S Holt MD | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James Dana | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter H Nee | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brent Newberry | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sylvia G Ferrell-Jones | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Smith | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reverend Gregory G Groover | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Manuel A Navia | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reverend James P Sherblom | ||||||||
| Chair of Board | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Reverend Linda Harper Smith | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reverend Judith L Swahnberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reverend Bernard Wilson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reverend Dr Thomas D Wintle | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathryn W Windsor | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Boles Fitzgerald | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Anya Phillips Thomas | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathi H Blair | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian D Boyce | ||||||||
| CFO | 35.00 | 0.00 | $70,142 | $0 | $14,445 | Yes (X) | ||
| Sarah Drummond | ||||||||
| Vice President | 35.00 | 0.00 | $61,727 | $0 | $23,947 | Yes (X) | ||
| Nancy Nienhuis | ||||||||
| Vice President | 35.00 | 0.00 | $114,016 | $0 | $21,133 | Yes (X) | ||
| Peter Chinetti | ||||||||
| Consultant | 35.00 | 0.00 | $106,847 | $0 | $5,838 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $441,020 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $188,569 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Boston Common Asset Management | |||||
| 200 State Street - 7th Floor | Boston | MA | 02109 | Investment Manager | $129,592 |
| McCall & Almy | |||||
| 1 Post Office Square | Boston | MA | 02109 | Real Estate Advisory | $894,750 |
| Rose Chinitz & Rose | |||||
| 1 Beacon St | Boston | MA | 02108 | Legal | $237,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,611,357 | AllOtherContributionsAmt |
| Noncash Contributions | $29,633 | NoncashContributionsAmt |
| Total Contributions | $1,611,357 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program income | 611710 | $4,511 | $4,511 |
| Tuition and fees | 611600 | $1,723,714 | $1,723,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,728,225 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,896 | TotalRevenueColumnAmt |
| Exclusion | $317,896 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,697,744 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,697,744 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,697,744 | TotalRevenueColumnAmt |
| Exclusion | $3,697,744 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,443,763 | SecuritiesAmt |
| Other | $28,955,851 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,451,927 | SecuritiesAmt |
| Other | $12,456,105 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$8,164 | SecuritiesAmt |
| Other | $16,499,746 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,491,582 | TotalRevenueColumnAmt |
| Exclusion | $16,491,582 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Food Service | 722210 | $44,299 | $44,299 |
| Other Revenue | 900099 | $123,530 | $123,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $167,829 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,014,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,728,225 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $20,675,051 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,641 | TotalAmt |
| Program Services | $823,641 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,099 | TotalAmt |
| Program Services | $69,333 | ProgramServicesAmt |
| Management And General | $337,689 | ManagementAndGeneralAmt |
| Fundraising | $43,077 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120,759 | TotalAmt |
| Program Services | $1,183,284 | ProgramServicesAmt |
| Management And General | $855,752 | ManagementAndGeneralAmt |
| Fundraising | $81,723 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,527 | TotalAmt |
| Program Services | $44,428 | ProgramServicesAmt |
| Management And General | $81,212 | ManagementAndGeneralAmt |
| Fundraising | $2,887 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,751 | TotalAmt |
| Program Services | $108,836 | ProgramServicesAmt |
| Management And General | $100,244 | ManagementAndGeneralAmt |
| Fundraising | $9,671 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,298 | TotalAmt |
| Program Services | $60,335 | ProgramServicesAmt |
| Management And General | $68,561 | ManagementAndGeneralAmt |
| Fundraising | $4,402 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,176 | TotalAmt |
| Management And General | $332,176 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,222 | TotalAmt |
| Management And General | $64,222 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,569 | TotalAmt |
| Program Services | $38,987 | ProgramServicesAmt |
| Management And General | $346,336 | ManagementAndGeneralAmt |
| Fundraising | $40,246 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,316 | TotalAmt |
| Program Services | $55,078 | ProgramServicesAmt |
| Management And General | $21,093 | ManagementAndGeneralAmt |
| Fundraising | $2,145 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827,907 | TotalAmt |
| Management And General | $1,827,907 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,927 | TotalAmt |
| Program Services | $22,157 | ProgramServicesAmt |
| Management And General | $23,800 | ManagementAndGeneralAmt |
| Fundraising | $10,970 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,802 | TotalAmt |
| Management And General | $508,802 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,299 | TotalAmt |
| Management And General | $140,299 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,798 | TotalAmt |
| Management And General | $117,798 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Yale Div.Sch. Affiliate Charge | $540,678 | $518,965 | $21,713 | |
| Funded expenses | $294,903 | $196,065 | $98,642 | $196 |
| Equipment rental/maintenance | $126,261 | $1,086 | $125,175 | |
| Fees | $111,640 | $111,640 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,975 | TotalAmt |
| Program Services | $79,030 | ProgramServicesAmt |
| Management And General | $84,774 | ManagementAndGeneralAmt |
| Fundraising | $20,171 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,684,548 | TotalAmt |
| Program Services | $3,201,225 | ProgramServicesAmt |
| Management And General | $5,147,676 | ManagementAndGeneralAmt |
| Fundraising | $335,647 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,995 | BOYAmt |
| EOY | $2,031,445 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,640 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,942 | BOYAmt |
| EOY | $88,620 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,445 | BOYAmt |
| EOY | $26,023 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,731 | BOYAmt |
| EOY | $15,098,171 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,997 | BOYAmt |
| EOY | $155,685 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,138,998 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,457,398 | BOYAmt |
| EOY | $18,691,389 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,406 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,127 | BOYAmt |
| EOY | $967,061 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,966,679 | BOYAmt |
| EOY | $37,058,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,242 | BOYAmt |
| EOY | $1,138,422 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,915,390 | BOYAmt |
| EOY | $96,804 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,000,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,730 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,680,362 | BOYAmt |
| EOY | $1,235,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $966,149 | BOYAmt |
| EOY | $16,757,625 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,364 | BOYAmt |
| EOY | $3,887,704 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,847,804 | BOYAmt |
| EOY | $15,177,839 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,286,317 | BOYAmt |
| EOY | $35,823,168 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,966,679 | BOYAmt |
| EOY | $37,058,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,330,085 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,966,338 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$129,592 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $370,020 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,612,561 | BeginningYearBalanceAmt |
| Contributions | $29,325 | ContributionsAmt |
| Investment Earnings Or Losses | $2,145,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$923,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,864,775 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,439,901 | BeginningYearBalanceAmt |
| Contributions | $216,884 | ContributionsAmt |
| Investment Earnings Or Losses | -$154,224 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$890,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,612,561 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,612,551 | BeginningYearBalanceAmt |
| Contributions | $635,790 | ContributionsAmt |
| Investment Earnings Or Losses | $9,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$818,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,439,901 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,155,574 | BeginningYearBalanceAmt |
| Contributions | $482,889 | ContributionsAmt |
| Investment Earnings Or Losses | $1,940,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$783,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $183,705 | OtherExpendituresAmt |
| End Year Balance | $18,612,551 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,021,830 | BeginningYearBalanceAmt |
| Contributions | $2,625,321 | ContributionsAmt |
| Investment Earnings Or Losses | $1,196,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$688,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,155,574 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,527,350 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,966,338 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$453,621 | OtherRevenueAmt |
| Revenue Not Reported | $1,512,717 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,014,633 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $24,014,633 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,860,907 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,860,907 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $823,641 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $823,641 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,684,548 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | The School is qualified under Section 501 (c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes. The School is subject to federal and state income taxes on unrelated business income.The School follows the FASB guidance, Accounting for Uncertainty in Income Taxes, which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. It also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. Management believes that the School has no material uncertainties with income taxes. With few exceptions, the School is no longer subject to income tax examinations by the US, federal, state or local tax authorities for fiscal years before 2014.The School accounts for interest and penalties related to uncertain tax positions as a part of tax expense. There were no interest or penalties accrued at June 30, 2017 and 2016. |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Financial aid $823641 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Andover Newton includes its policy on nondiscrimination in all of its school catalogues. All prospective students, entering students and interested persons are given catalogues. The policies are also posted on the website. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Aid | GrantTypeTxt |
| Recipient | 99 | RecipientCnt |
| Cash Grant | $823,641 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | All grants made by the School are to its students to cover costs of tuition and related expenses. All students who apply for scholarship or financial aid must complete the Federal Student Aid Application (FAFSA) to determine eligibility. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Reverend Martin BCopenhaver | PersonNm |
| Title | President | TitleTxt |
| Base Compensation Filing Org | $88,288 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $33,526 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $89,680 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $211,494 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | Andover Newton provides non-taxable housing allowances to those faculty and administrators that are ordained ministers in accordance with Section 107 of the Internal Revenue Code. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,633 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee | Under the by-laws of the School, the Executive Committee consists of the Chair, the Vice Chair, the Secretary, the Treasurer and such other Trustees as are elected annually by majority vote of the Board of Trustees. The President of the School is an ex-officio member of the Executive Committee. The Executive Commmittee's primary function is to discuss and determine the agenda for all regularly scheduled meetings of the Board of Trustees. In addition, the Executive Committee shall have and may exercise all of the powers and authority of the Board of Trustees except that the Executive Committee shall have no power when a meeting of the Board of Trustees is in session, provided that the exercise of such powers and authority is not contrary to the charter, bylaws or the instrucions of the Board of Trustees and further provided that the Executive Committee shall not have the power to elect or appoint officers of the Board or to fix the terms of office, to authorize the sale and conveyance of any real property of the School, to fill faculty vacancies beyond the time of the next annual meeting, to award tenure to members of the faculty, or to award academic degrees. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Form 990 was emailed to management and Board of Trustees for their review. Once reviewed and questions were addressed the Form 990 is filed with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Conflict of Interest and Disclosure Policy applies to active members of the Board of Trustees and designated Senior Officers, including the President, the Vice President for Academic Affairs and Dean of the Faculty, the Director of Institutional Advancement, the Dean of Students and the Chief Financial Officer.Disclosure is required for any condition, situation, or circumstance involving a personal, business, beneficial, or other relationship which creates or could be perceived as creating a conflict with the fiduciary duty owed to the School by a Trustee or designated Senior Officer.Active Trustees and designated Senior Officers of the School are required to identify annually any personal, familial, or business relationship with any person, organization, or entity having substantial business, beneficial, or other relationship with the School which creates a real or apparent conflict with his or her fiduciary duty to the School.Disclosure shall be made annually on a disclosure form which will be held in confidence and reviewed annually by the Executive Committee. Active Trustees and designated Senior Officers are nevertheless expected to disclose any new condition, situation, or circumstance which creates a real or apparent conflict of interest as soon after it arises as practicable.Active Trustees, or designated Senior Officers, who have declared a real or apparent conflict of interest shall refrain from consideration of and voting on matters related, or reasonably perceived as related, to their disclosed interests. This restriction on participation shall obtain unless the Board requests participation for particular reasons. The minutes of the Board meeting shall record that the individual did not participate in the discussions, deliberations or decisions of the Board with respect to the contract, relationship, individual or organization in question. If a vote is taken, the Board member shall not vote, and the minutes of the Board meeting shall record this fact.The Board may follow other or additional procedures as the Board of Trustees or President may deem appropriate in particular circumstances. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Board of Trustees reviews and approves the President's compensation annually. The committee uses comparability data obtained from other peer independent school public IRS Form 990 filings. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The President reviews the performance evaluations of officers to make a determination of the officer's compensation. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Organization makes its governing documents, policies, financial statements and a public disclosure copy of Form 990 available to the public upon request for the same period of disclosure as set forth in Section 6104(D). In addition, the Form 990 without Schedule B is available via Guidestar and the Massachusetts Attorney General's Office websites. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | = -$0 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | 1 = $0 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change in value of perpetual trusts = $377941 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Decrease in Value of Split-Interest Agreements = -$7921 |
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