THE KINGSLEY MONTESSORI SCHOOL INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE KINGSLEY MONTESSORI SCHOOL INC (EIN 04-2104370)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201801299349301515
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T10:49:14-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042943536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tonneson & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018806208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kingsley Montessori School Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 6172264900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Fairfield Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Renee DuChainey-Farkes | PersonNm |
| Person Title | Head of School | PersonTitleTxt |
| Phone | 6175365984 | PhoneNum |
| Signature | 2018-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia P Almquist | PreparerPersonNm |
| PTIN | P01309212 | PTIN |
| Phone | 7812459999 | PhoneNum |
| Preparation | 2018-03-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-23 | IPDt |
| IP Tm | 08:41:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 782142642BB32710B74BDB4F0307766A546244DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F7AE50D07990857DF7CF84A324074DEECC14CDAD | AtSubmissionFilingDeviceId |
| 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) |
|---|---|---|
| Principal Officer | Renee Duchainey-Farkes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Fairfield Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,642,324 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kingsley.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | To provide education to students in grades Toddler to Sixth | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 122 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | -$3,346 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,346 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,348,302 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,669,911 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,678,114 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,541,945 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,738 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,329 | PYOtherRevenueAmt |
| CY Other Revenue | $47,654 | CYOtherRevenueAmt |
| PY Total Revenue | $10,033,483 | PYTotalRevenueAmt |
| CY Total Revenue | $11,260,575 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $328,450 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $416,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,561,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,093,019 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $42,157 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $33,211 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $409,073 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,549,828 | PYOtherExpensesAmt |
| CY Other Expenses | $3,739,535 | CYOtherExpensesAmt |
| PY Total Expenses | $9,482,358 | PYTotalExpensesAmt |
| CY Total Expenses | $10,282,665 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $551,125 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $977,910 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,788,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,825,942 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,216,997 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,276,787 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,571,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,549,155 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide education to students in grades Toddler to Sixth. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,074,338 | ExpenseAmt |
| Grant | $416,900 | GrantAmt |
| Revenue | $9,541,945 | RevenueAmt |
| Desc | The Kingsley Montessori School, Inc. maintains a non-profit private school and, in general, conducts activities for the promotion of education and instruction of students. | Desc |
| Total Program Service Expenses | $8,074,338 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 122 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristina Stookey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172264900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Fairfield Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Charlotte Hemr | |||||||
| Chairman of the Board | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kristina Stookey | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Viva Hyatt | |||||||
| Clerk | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ashley Jacobs | |||||||
| Chair Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lowell Kingsley | |||||||
| Trustee Emeritus | 1.00 | Yes (X) | $25,000 | $0 | $0 | ||
| Monique Austin | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rob Adams | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cindy Brown | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Heather Carrillo | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Greg Fisher | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Friedman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marc Jaffan | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Reid Jordan | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lauren Joy | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Kingsley | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Becky Kidder-Smith | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Kluver | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Megan Kopman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Maria Pantazis | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Pena | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tedd Saunders | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jill Shah | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Molly Shannon | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marcus Springer | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ken Tutunjian | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jason Weiner | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Renee DuChainey-Farkes | |||||||
| Head of School | 40.00 | Yes (X) | Yes (X) | $259,418 | $0 | $42,091 | |
| James Bonsey | |||||||
| Chief Financial Officer | 40.00 | $126,720 | $0 | $8,668 | Yes (X) | ||
| Kristi O'Connor | |||||||
| Director of Advancement | 40.00 | $105,319 | $0 | $33,896 | Yes (X) | ||
| Kathleen Kimball | |||||||
| Assistant Head of School | 40.00 | $101,128 | $0 | $19,211 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $617,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $103,866 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $78,465 | FundraisingAmt |
| All Other Contributions | $1,591,446 | AllOtherContributionsAmt |
| Noncash Contributions | $155,711 | NoncashContributionsAmt |
| Total Contributions | $1,669,911 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611600 | $8,973,392 | $8,973,392 |
| Other activities | 611600 | $568,553 | $568,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,541,945 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,065 | TotalRevenueColumnAmt |
| Exclusion | $1,065 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $312,680 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $316,026 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$3,346 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,346 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,346 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $116,723 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $78,465 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,723 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,000 | TotalRevenueColumnAmt |
| Exclusion | $51,000 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,260,575 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,541,945 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,346 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,065 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,900 | TotalAmt |
| Program Services | $416,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,716 | TotalAmt |
| Program Services | $104,201 | ProgramServicesAmt |
| Management And General | $218,515 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,647,944 | TotalAmt |
| Program Services | $3,729,686 | ProgramServicesAmt |
| Management And General | $690,207 | ManagementAndGeneralAmt |
| Fundraising | $228,051 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,266 | TotalAmt |
| Program Services | $83,724 | ProgramServicesAmt |
| Management And General | $11,156 | ManagementAndGeneralAmt |
| Fundraising | $5,386 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,654 | TotalAmt |
| Program Services | $493,754 | ProgramServicesAmt |
| Management And General | $110,227 | ManagementAndGeneralAmt |
| Fundraising | $29,673 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,439 | TotalAmt |
| Program Services | $296,099 | ProgramServicesAmt |
| Management And General | $74,590 | ManagementAndGeneralAmt |
| Fundraising | $17,750 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,118 | TotalAmt |
| Management And General | $45,118 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,013 | TotalAmt |
| Management And General | $94,013 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,211 | TotalAmt |
| Fundraising | $33,211 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,380 | TotalAmt |
| Management And General | $2,380 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,298 | TotalAmt |
| Program Services | $586,617 | ProgramServicesAmt |
| Management And General | $44,681 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,405 | TotalAmt |
| Program Services | $946,265 | ProgramServicesAmt |
| Management And General | $105,140 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,667 | TotalAmt |
| Program Services | $147,300 | ProgramServicesAmt |
| Management And General | $16,367 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,698 | TotalAmt |
| Program Services | $555,028 | ProgramServicesAmt |
| Management And General | $61,670 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,640 | TotalAmt |
| Program Services | $57,914 | ProgramServicesAmt |
| Management And General | $4,726 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repairs and maintenance | $192,844 | $173,560 | $19,284 | |
| Marketing and communica | $151,739 | $151,739 | ||
| Miscellaneous | $146,574 | $43,276 | $54,095 | $49,203 |
| Student activities | $129,276 | $129,276 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,883 | TotalAmt |
| Program Services | $310,738 | ProgramServicesAmt |
| Management And General | $95,346 | ManagementAndGeneralAmt |
| Fundraising | $45,799 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,282,665 | TotalAmt |
| Program Services | $8,074,338 | ProgramServicesAmt |
| Management And General | $1,799,254 | ManagementAndGeneralAmt |
| Fundraising | $409,073 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,617 | BOYAmt |
| EOY | $19,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,675,037 | BOYAmt |
| EOY | $6,091,987 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,598 | BOYAmt |
| EOY | $1,165,381 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,620 | BOYAmt |
| EOY | $49,413 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,602 | BOYAmt |
| EOY | $248,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,883,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,811,466 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,330,941 | BOYAmt |
| EOY | $6,072,126 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,827 | BOYAmt |
| EOY | $179,255 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,788,242 | BOYAmt |
| EOY | $13,825,942 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,977 | BOYAmt |
| EOY | $622,844 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,725,004 | BOYAmt |
| EOY | $3,969,993 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,300,000 | BOYAmt |
| EOY | $5,218,539 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,016 | BOYAmt |
| EOY | $465,411 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,216,997 | BOYAmt |
| EOY | $10,276,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,099 | BOYAmt |
| EOY | $1,244,999 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,146 | BOYAmt |
| EOY | $2,304,156 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571,245 | BOYAmt |
| EOY | $3,549,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,788,242 | BOYAmt |
| EOY | $13,825,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $977,910 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,000 | OtherCostOrOtherBasisAmt |
| Book Value | $37,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,615,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $918,260 | DepreciationAmt |
| Book Value | $696,998 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,898,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,929,907 | DepreciationAmt |
| Book Value | $4,968,790 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,332,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $963,299 | DepreciationAmt |
| Book Value | $369,338 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,072,126 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Rent | Desc |
| Amt | $465,411 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $465,411 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,804,187 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $106,817 | OtherRevenueAmt |
| Revenue Not Reported | $106,817 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,697,370 | RevenueSubtotalAmt |
| Other Revenues Not Included | $563,205 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $563,205 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,260,575 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,826,277 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $106,817 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $106,817 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,719,460 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $563,205 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $563,205 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,282,665 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | In accordance with Section 501(c)(3) of the Internal Revenue Code, the School is exempt from federal and state income taxes and, accordingly, the financial statements do not reflect a provision for income taxes. These determinations have been reviewed according to guidance in a recent Financial Accounting Standards Board pronouncement related to accounting for uncertainty in income taxes. In determining the recognition of uncertain tax positions, the School now applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2017, the School has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The School is generally subject to potential examination by taxing jurisdictions for the prior three years. |
| Part XI, Line 2d - Other Adjustments: | Fundraising Expense 65,723. Sublease Income 41,094. |
| Part XI, Line 4b - Other Adjustments: | Financial Aid 416,900. Capital Campaign Expenses 146,305. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expense 65,723. Sublease Expenses 41,094. |
| Part XII, Line 4b - Other Adjustments: | Financial Aid 416,900. Capital Campaign Expenses 146,305. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The Kingsley Montessori School publicizes their nondiscriminatory policy through The Boston Globe and certain other publications. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jaques & Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 Bay Road | AddressLine1Txt |
| City | South Hamilton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01982 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Development consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $649,946 | GrossReceiptsAmt |
| Retained By Contractor | $33,211 | RetainedByContractorAmt |
| Net To Organization | $616,735 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $649,946 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $33,211 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $616,735 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Miscellaneous Fundraising | Event1Nm |
| Gross Receipts Event1 | $3,323 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $3,323 | GrossRevenueEvent1Amt |
| Event2 | Gala | Event2Nm |
| Gross Receipts Event2 | $191,865 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $78,465 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $113,400 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $65,723 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $195,188 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $78,465 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $116,723 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,723 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,723 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,000 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Aid/Scholarship | GrantTypeTxt |
| Recipient | 28 | RecipientCnt |
| Cash Grant | $416,900 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | A limited number of scholarships financed primarily by fundraising events are available depending on the current financial condition of the school. Scholarships are based upon need. The Financial Aid Committee has sole discretion in determining who is awarded a scholarship. The Business Office produces reports in order to verify against student billing. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Renee DuChainey-Farkes | PersonNm |
| Title | Head of School | TitleTxt |
| Base Compensation Filing Org | $259,418 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $17,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,591 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $301,509 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 6 | FormAndLineReferenceDesc |
| Explanation | The Head of School's bonus is contingent on the School meeting certain budget thresholds. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2015-04-30 | BondIssuedDt |
| Issue Price | $5,300,000 | IssuePriceAmt |
| Purpose | Repay 2005 bond and finance renovation of additional space leased by School | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $81,461 | RetiredAmt |
| Total Proceeds | $5,300,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $75,738 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $2,717,338 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $2,506,924 | CapitalExpendituresAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
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 | $134,172 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Lowell Kingsley and Christopher Kingsley have a family relationship. |
| Form 990, Part VI, Section B, line 11b | Form 990 is first prepared by the outside auditors,and then reviewed by the Director of Finance and Operations. The return is then submitted for approval to the Audit Committee and prior to filing is made available to the Board of Trustees. |
| Form 990, Part VI, Section B, line 12c | Directors, trustees and key employees are required to disclose annually any interests because it is important for management and the board of trustees to be aware of any potential conflicts |
| Form 990, Part VI, Section B, line 15a | The process of determining compensation for the organization's Head of School includes engaging a consultant that utilizes Form 990 of similar organizations as benchmarks, review by the compensation committee, comparison to a relative compensation survey, and ultimately approval by the organization's Board of Trustees. |
| Form 990, Part VI, Section C, line 19 | The 990 is made available to the public upon request and through www.guidestar.com. |
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