SAN MIGUEL EDUCATION CENTER: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SAN MIGUEL EDUCATION CENTER (EIN 22-3232973)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-01-10
IRS object ID
201700109349300310
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-01-10T09:15:51-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 PINE HILL DRIVE SUITE 301AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021697431ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223232973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN MIGUEL EDUCATION CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANMBusinessNameControlTxt
Phone4014679777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 BRANCH AVENUEAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY HANDYPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone4014679777PhoneNum
Signature2017-01-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD SHULTSPreparerPersonNm
PTINP00316984PTIN
Phone7819821001PhoneNum
Preparation2017-01-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY HANDYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 BRANCH AVENUEAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,621,444GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SANMIGUELPROV.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionTO PROVIDE A HIGH QUALITY, HOLISTIC EDUCATION FOR BOYS FROM DIVERSE AND CHALLENGING BACKGROUNDS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers148TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,478,958PYContributionsGrantsAmt
CY Contributions Grants$1,516,430CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$86,819PYInvestmentIncomeAmt
CY Investment Income$77,807CYInvestmentIncomeAmt
PY Other Revenue$11,375PYOtherRevenueAmt
CY Other Revenue$4,065CYOtherRevenueAmt
PY Total Revenue$1,577,152PYTotalRevenueAmt
CY Total Revenue$1,598,302CYTotalRevenueAmt
PY Grants And Similar Paid$52,714PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$63,678CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$848,531PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$909,684CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,019CYTotalFundraisingExpenseAmt
PY Other Expenses$419,147PYOtherExpensesAmt
CY Other Expenses$435,365CYOtherExpensesAmt
PY Total Expenses$1,320,392PYTotalExpensesAmt
CY Total Expenses$1,408,727CYTotalExpensesAmt
PY Revenues Less Expenses$256,760PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$189,575CYRevenuesLessExpensesAmt
Total Assets BOY$4,317,949TotalAssetsBOYAmt
Total Assets EOY$4,414,818TotalAssetsEOYAmt
Total Liabilities BOY$135,178TotalLiabilitiesBOYAmt
Total Liabilities EOY$122,636TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,182,771NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,292,182NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE A HIGH QUALITY, HOLISTIC EDUCATION FOR BOYS FROM DIVERSE AND CHALLENGING BACKGROUNDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$801,653ExpenseAmt
Revenue$1,114,916RevenueAmt
DescOFFER STATE APPROVED, NEASC ACCREDITED, INDEPENDENT MIDDLE SCHOOL (GRADES 5-8) EDUCATION FOR APPROXIMATELY 64 BOYS FROM LOW INCOME FAMILIES IN THE GREATER PROVIDENCE AREA AND PREPARE THEM FOR EITHER PRIVATE OR PUBLIC HIGH SCHOOLS WHEN THEY GRADUATE. OVER 95% OF SAN MIGUEL'S OPERATING BUDGET IS FINANCED BY THE GENEROUS CONTRIBUTIONS OF PRIVATE INDIVIDUALS, CORPORATIONS AND FOUNDATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$174,861ExpenseAmt
Grant$63,678GrantAmt
Revenue$165,332RevenueAmt
DescOFFER A GRADUATE SUPPORT PROGRAM WHICH PROVIDES ACADEMIC SUPPORT AND COUNSELING TO OUR STUDENTS AS THEY TRANSITION INTO HIGH SCHOOL, COLLEGE, AND BEYOND. THE SCHOOL IS ALSO ABLE TO PROVIDE FINANCIAL AID TO GRADUATES TO HELP BRIDGE THE TUITION GAP OF ATTENDING PRIVATE HIGH SCHOOLS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$120,484ExpenseAmt
Revenue$36,352RevenueAmt
DescOFFER A WIDE ARRAY OF AFTER SCHOOL PROGRAMMING (ACADEMIC, ATHLETICS, ARTS, COMMUNITY SERVICE, ETC.) AND SUMMER CAMPS DURING THE MONTHS OF JULY AND AUGUST.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,096,998TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctYes (1)PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNE NEWQUISTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4014679777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 BRANCH AVENUEAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
POLLY HANDY
DIRECTOR/CHAIR6.00Yes (X)Yes (X)$0$0$0
SUZANNE HALL
DIRECTOR/AT-LARGE3.00Yes (X)$0$0$0
MARK CARTY
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$76,470$0$0
DENNIS LEAMY
DIRECTOR/SECRETARY3.00Yes (X)Yes (X)$0$0$0
ALAN WEYLAND
DIRECTOR1.00Yes (X)$0$0$0
BROTHER MICHAEL REIS FSC
DIRECTOR1.00Yes (X)$0$0$0
AMIE KERSHAW
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLY BUTLER
DIRECTOR1.00Yes (X)$0$0$0
ANDREW CAPALBO
DIRECTOR1.00Yes (X)$0$0$0
KATE MOTTE
DIRECTOR/VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
JAN NAGLE
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL COSTELLO
DIRECTOR/TREASURER3.00Yes (X)Yes (X)$0$0$0
MEREDITH MARCAURELE
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA VIEIRA
DIRECTOR1.00Yes (X)$0$0$0
PAUL MAHONEY
DIRECTOR/VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
JASON PELKEY
DIRECTOR1.00Yes (X)$0$0$0
BERT COOPER
DIRECTOR1.00Yes (X)$0$0$0
JOHN T WALSH
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$76,470TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$199,830FundraisingAmt
All Other Contributions$1,316,600AllOtherContributionsAmt
Noncash Contributions$36,048NoncashContributionsAmt
Total Contributions$1,516,430TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,807TotalRevenueColumnAmt
Related Or Exempt Func Income$77,807RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$23,674FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$199,830ContriRptFundraisingEventAmt
Fundraising Direct Expenses$23,142FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$532TotalRevenueColumnAmt
Exclusion$532ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$3,533TotalRevenueColumnAmt
Related Or Exempt Func Income$3,533RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,533OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,598,302TotalRevenueColumnAmt
Related Or Exempt Func Income$81,340RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$532ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$63,678TotalAmt
Program Services$63,678ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$76,470TotalAmt
Program Services$35,385ProgramServicesAmt
Management And General$41,085ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$695,158TotalAmt
Program Services$527,376ProgramServicesAmt
Management And General$167,782ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$13,762TotalAmt
Program Services$13,762ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$54,652TotalAmt
Program Services$42,006ProgramServicesAmt
Management And General$12,646ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$69,642TotalAmt
Program Services$51,890ProgramServicesAmt
Management And General$17,752ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,157TotalAmt
Management And General$4,157ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$30,378TotalAmt
Program Services$15,113ProgramServicesAmt
Management And General$15,265ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,420TotalAmt
Program Services$22,420ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,130TotalAmt
Program Services$14,130ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$135,225TotalAmt
Program Services$135,225ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,365TotalAmt
Program Services$8,365ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$85,378TotalAmt
Program Services$85,378ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,556TotalAmt
Program Services$27,556ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
PRINTING AND PUBLICATIO$32,474$32,474
LASALLIAN EXPENSES$21,670$21,670
OTHER EVENT EXPENSES$18,019$18,019
ACTIVITIES$14,173$14,173

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$21,420TotalAmt
Program Services$18,871ProgramServicesAmt
Management And General$2,549ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,408,727TotalAmt
Program Services$1,096,998ProgramServicesAmt
Management And General$293,710ManagementAndGeneralAmt
Fundraising$18,019FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$246,978BOYAmt
EOY$141,638EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$355,747BOYAmt
EOY$358,398EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$85,000BOYAmt
EOY$180,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,850,721LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$337,860LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,542,131BOYAmt
EOY$1,512,861EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,540,826BOYAmt
EOY$1,683,207EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$547,267BOYAmt
EOY$538,714EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,317,949BOYAmt
EOY$4,414,818EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$135,178BOYAmt
EOY$122,636EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$135,178BOYAmt
EOY$122,636EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,371,952BOYAmt
EOY$3,453,468EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$334,096BOYAmt
EOY$336,991EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$476,723BOYAmt
EOY$501,723EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,182,771BOYAmt
EOY$4,292,182EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,317,949BOYAmt
EOY$4,414,818EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$189,575ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$80,164NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,443,840BeginningYearBalanceAmt
Contributions$134,122ContributionsAmt
Investment Earnings Or Losses$2,357InvestmentEarningsOrLossesAmt
End Year Balance$2,580,319EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,203,661BeginningYearBalanceAmt
Contributions$197,299ContributionsAmt
Investment Earnings Or Losses$42,880InvestmentEarningsOrLossesAmt
End Year Balance$2,443,840EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,887,545BeginningYearBalanceAmt
Contributions$91,009ContributionsAmt
Investment Earnings Or Losses$225,107InvestmentEarningsOrLossesAmt
End Year Balance$2,203,661EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,152,228BeginningYearBalanceAmt
Contributions$641,630ContributionsAmt
Investment Earnings Or Losses$104,750InvestmentEarningsOrLossesAmt
Other Expenditures$11,063OtherExpendituresAmt
End Year Balance$1,887,545EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$987,981BeginningYearBalanceAmt
Contributions$207,596ContributionsAmt
Investment Earnings Or Losses$13,146InvestmentEarningsOrLossesAmt
Other Expenditures$56,495OtherExpendituresAmt
End Year Balance$1,152,228EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.67500BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.19440PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13060TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$67,699OtherCostOrOtherBasisAmt
Book Value$67,699BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,408,231OtherCostOrOtherBasisAmt
Depreciation$108,012DepreciationAmt
Book Value$1,300,219BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$340,485OtherCostOrOtherBasisAmt
Depreciation$223,917DepreciationAmt
Book Value$116,568BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,306OtherCostOrOtherBasisAmt
Depreciation$5,931DepreciationAmt
Book Value$28,375BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,512,861TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
RI FOUNDATION ENDOWMENT FUND$291,437F
RI FOUNDATION SCHOLARSHIP FUND$247,277F
FieldValueIRS element (for citing)
Total Book Value Securities$538,714TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$1,608,997TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$80,164NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$67,717DonatedServicesAndUseFcltsAmt
Other Revenue$23,142OtherRevenueAmt
Revenue Not Reported$10,695RevenueNotReportedAmt
Revenue Subtotal$1,598,302RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,598,302TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,499,586TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$67,717DonatedServicesUseFcltsAmt
Other Expenses Included$23,142OtherExpensesIncludedAmt
Expenses Not Reported$90,859ExpensesNotReportedAmt
Expenses Subtotal$1,408,727ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,408,727TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS COSTS - LINE 9B 23,142.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS COSTS - LINE 9B 23,142.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationONCE PER YEAR THE SCHOOL JOINS A GROUP OF SCHOOLS IN AN ADVERTISEMENT IN THE LOCAL PAPER TO COMMUNICATE THE NONDISCRIMINATION POLICIES. ALSO POLICIES ARE INCLUDED IN MOST BROCHURES AND OTHER WRITEN COMMUNICATIONS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALAEvent1Nm
Gross Receipts Event1$149,164GrossReceiptsEvent1Amt
Charitable Contri Event1$134,674CharitableContriEvent1Amt
Gross Revenue Event1$14,490GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,423RentFacilityCostsEvent1Amt
Food And Beverage Event1$9,400FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,520OtherDirectExpensesEvent1Amt
Event2GOLF EVENTEvent2Nm
Gross Receipts Event2$74,340GrossReceiptsEvent2Amt
Charitable Contri Event2$65,156CharitableContriEvent2Amt
Gross Revenue Event2$9,184GrossRevenueEvent2Amt
Rent Facility Costs Event2$4,950RentFacilityCostsEvent2Amt
Food And Beverage Event2$1,724FoodAndBeverageEvent2Amt
Entertainment Event2$250EntertainmentEvent2Amt
Other Direct Expenses Event2$1,875OtherDirectExpensesEvent2Amt
Gross Receipts Total$223,504GrossReceiptsTotalAmt
Charitable Contributions Tot$199,830CharitableContributionsTotAmt
Gross Revenue Total Events$23,674GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$7,373RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,124FoodAndBeverageTotalEventsAmt
Entertainment Total Events$250EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$4,395OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$23,142DirectExpenseSummaryEventsAmt
Net Income Summary$532NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPSLA SALLE ACADEMY612 ACADEMY AVENUEPROVIDENCE, RI 0290822$52,514
STUDENT SCHOLARSHIPSST. RAPHAEL ACADEMY123 WALCOTT STREETPAWTUCKET, RI 0286011$8,834

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,790NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$31,258NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescLEADERSHIP EVENTDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7AIN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE BOARD SHALL INCLUDE AT LEAST TWO MEMBERS FROM THE CHRISTIAN BROTHERS OR APPOINTEES OF THE BROTHER PROVINCIAL. THE BROTHER PROVINCIAL OF THE BROTHERS OF THE CHRISTIAN SCHOOLS, LONG-ISLAND-NEW ENGLAND PROVINCE, INC. DISTRICT OF EASTERN NORTH AMERICA, OR HIS APPOINTEE, SHALL BE EX-OFFICIO MEMBER OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11THE PREPARATION AND REVIEW PROCESS OF THE 990 IS AS FOLLOWS: - THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND THE MANAGEMENT OF THE ORGANIZATION. THE FINANCE COMMITTEE REVIEWED THE FORM 990, PROVIDED AN ELECTRONIC COPY TO ALL BOARD MEMBERS AND SUBMITTED A RECOMMENDATION TO APPROVE THE FORM 990 TO THE FULL BOARD. THE BOARD CHAIR OF THE ORGANIZATION SIGNED THE FORM 990.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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