NATIVITY SCHOOL OF WORCESTER INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIVITY SCHOOL OF WORCESTER INC (EIN 03-0385377)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201721329349304237
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T02:20:54-00:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030385377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nativity School of Worcester Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5087990100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 Lincoln Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Maloney | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patrick Maloney | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 Lincoln Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,536,772 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | nativityworcester.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | A tuition free independent middle school, grades 5-8 for boys living in the vulnerable, low income neighborhoods of Worcester, MA. The School encourages its boys to attain great academic achievement while nourishing their indiviuality, emotional growth and overall well being. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,444,056 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,320,143 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,570 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,889 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,015 | PYInvestmentIncomeAmt |
| CY Investment Income | $144,439 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,003 | PYOtherRevenueAmt |
| CY Other Revenue | $28,733 | CYOtherRevenueAmt |
| PY Total Revenue | $2,492,644 | PYTotalRevenueAmt |
| CY Total Revenue | $2,503,204 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,123 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,832 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $872,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $944,423 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $184,317 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $585,512 | PYOtherExpensesAmt |
| CY Other Expenses | $560,292 | CYOtherExpensesAmt |
| PY Total Expenses | $1,512,888 | PYTotalExpensesAmt |
| CY Total Expenses | $1,564,547 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $979,756 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $938,657 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,108,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,983,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $772,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $708,519 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,336,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,274,829 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The School exists to offer high quality education to boys from challenging circumstances. In a structured and caring environment each Nativity Man is encouraged to learn, to serve and to grow to the best of his ability through the schools four pillars of strength, scholarship, character and service. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,036,125 | ExpenseAmt |
| Revenue | $38,622 | RevenueAmt |
| Desc | Comprehensive middle school education for economically disadvantaged boys including extended school day, extended school year, small class size, tutoring, uniforms, summer camp leadership program, school supplies, meals and social support for Nativity students. The school graduated a class of 14 students in June 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $59,832 | ExpenseAmt |
| Grant | $59,832 | GrantAmt |
| Desc | The school provides scholarships to former students to attend high schools of their choice. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,095,957 | 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 | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | Yes (true) | 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 | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Maloney | PersonNm |
| Phone | 5087990100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 Lincoln Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Alex Zequeira | ||||||
| President | 040.00 | Yes (X) | Yes (X) | $127,772 | $0 | $15,054 |
| James Hayes SJ | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Charles Weiss PhD | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Fr John Savard SJ | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| George Eldridge | ||||||
| Trustee/Treasurer | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Julie Kaneb | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Clancy Fee | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| William Haylon | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| David Brunelle | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Alice Laffey | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Joel Chery | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Veronica Listerud | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Rossetti Mosakowski | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Meg Florentine | ||||||
| Trustee/Secretary | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sean McGrath | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Tsotsis | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Bishop Daniel P Reilly | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| George Tetler | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Chris Collins | ||||||
| Trustee/Chairman | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| William Condron | ||||||
| Trustee/Vice Chairman | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Steven O'Brien | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Vincent O'Rourke Jr | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Candace A Race | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Pamela Massad | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Spillane | ||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $127,772 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $15,054 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $149,568 | FundraisingAmt |
| All Other Contributions | $2,170,575 | AllOtherContributionsAmt |
| Noncash Contributions | $31,981 | NoncashContributionsAmt |
| Total Contributions | $2,320,143 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Parental fee | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $9,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,889 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,889 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,439 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,568 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $149,568 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,568 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,733 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,733 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,503,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $183,061 | RelatedOrExemptFuncIncomeAmt |
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 | $59,832 | TotalAmt |
| Program Services | $59,832 | 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 | $229,613 | TotalAmt |
| Program Services | $81,090 | ProgramServicesAmt |
| Management And General | $148,523 | ManagementAndGeneralAmt |
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 | $549,985 | TotalAmt |
| Program Services | $372,453 | ProgramServicesAmt |
| Management And General | $55,371 | ManagementAndGeneralAmt |
| Fundraising | $122,161 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,404 | TotalAmt |
| Program Services | $79,874 | ProgramServicesAmt |
| Management And General | $8,713 | ManagementAndGeneralAmt |
| Fundraising | $14,817 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,421 | TotalAmt |
| Program Services | $33,398 | ProgramServicesAmt |
| Management And General | $19,405 | ManagementAndGeneralAmt |
| Fundraising | $8,618 | 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 | $2,179 | TotalAmt |
| Management And General | $2,179 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,465 | TotalAmt |
| Management And General | $37,465 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
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 | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,435 | TotalAmt |
| Program Services | $37,260 | ProgramServicesAmt |
| Management And General | $27,076 | ManagementAndGeneralAmt |
| Fundraising | $55,099 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,948 | TotalAmt |
| Program Services | $6,295 | ProgramServicesAmt |
| Fundraising | $2,653 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,338 | TotalAmt |
| Program Services | $141,338 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,073 | TotalAmt |
| Program Services | $30,833 | ProgramServicesAmt |
| Management And General | $6,875 | ManagementAndGeneralAmt |
| Fundraising | $365 | 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 | $12,731 | TotalAmt |
| Program Services | $6,046 | ProgramServicesAmt |
| Management And General | $6,685 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,354 | TotalAmt |
| Program Services | $115,354 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,886 | TotalAmt |
| Program Services | $9,124 | ProgramServicesAmt |
| Management And General | $29,762 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food and Functions | $34,854 | $28,649 | $4,437 | $1,768 |
| Summer Session | $5,709 | $5,709 | ||
| Membership Fees | $5,320 | $5,320 | ||
| Allocation of cost | $0 | $83,382 | -$62,218 | -$21,164 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,564,547 | TotalAmt |
| Program Services | $1,095,957 | ProgramServicesAmt |
| Management And General | $284,273 | ManagementAndGeneralAmt |
| Fundraising | $184,317 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,775 | BOYAmt |
| EOY | $1,022,273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,825 | BOYAmt |
| EOY | $795,928 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,142 | BOYAmt |
| EOY | $19,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,807,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $805,563 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,322 | BOYAmt |
| EOY | $2,001,657 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,385,182 | BOYAmt |
| EOY | $2,924,351 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,041 | BOYAmt |
| EOY | $219,824 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,108,287 | BOYAmt |
| EOY | $6,983,348 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,547 | BOYAmt |
| EOY | $33,461 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,568 | BOYAmt |
| EOY | $675,058 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,115 | BOYAmt |
| EOY | $708,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,717,447 | BOYAmt |
| EOY | $2,848,432 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,863 | BOYAmt |
| EOY | $1,006,551 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,862 | BOYAmt |
| EOY | $2,419,846 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,336,172 | BOYAmt |
| EOY | $6,274,829 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,108,287 | BOYAmt |
| EOY | $6,983,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $938,657 | ReconcilationRevenueExpnssAmt |
| 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,150,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,708,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,742,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,444,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,320,143 | CurrentTaxYearAmt |
| Total | $11,366,413 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,150,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,708,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,742,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,444,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,320,143 | CurrentTaxYearAmt |
| Total | $11,366,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,366,413 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,439 | CurrentTaxYearAmt |
| Total | $258,219 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $127,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,191 | CurrentTaxYearAmt |
| Total | $341,136 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,965,768 | TotalSupportAmt |
| Public Support CY170 | 0.96990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,892,245 | BeginningYearBalanceAmt |
| Contributions | $427,201 | ContributionsAmt |
| Investment Earnings Or Losses | $108,997 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,000 | OtherExpendituresAmt |
| End Year Balance | $2,391,443 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,200,005 | BeginningYearBalanceAmt |
| Contributions | $681,400 | ContributionsAmt |
| Investment Earnings Or Losses | $10,840 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,892,245 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $202,490 | BeginningYearBalanceAmt |
| Contributions | $993,038 | ContributionsAmt |
| Investment Earnings Or Losses | $4,477 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,200,005 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,366 | BeginningYearBalanceAmt |
| Contributions | $75,883 | ContributionsAmt |
| Investment Earnings Or Losses | $1,241 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $202,490 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,915 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $451 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $125,366 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,000 | OtherCostOrOtherBasisAmt |
| Book Value | $234,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,348,913 | OtherCostOrOtherBasisAmt |
| Depreciation | $633,479 | DepreciationAmt |
| Book Value | $1,715,434 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,084 | DepreciationAmt |
| Book Value | $45,022 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,201 | OtherCostOrOtherBasisAmt |
| Book Value | $7,201 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,001,657 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $2,536,772 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $33,568 | OtherRevenueAmt |
| Revenue Not Reported | $33,568 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,503,204 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,503,204 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,598,115 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $33,568 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $33,568 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,564,547 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,564,547 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| V 4 | The schoolls endowment is to support the educational program and to provide scholarships to former students who attend private high schools. |
| XI 2d | Cost of the special fundraising events are included in the financial statements as an expense. Theses costs are reported net of revenue in the 990 |
| XII 2d | Costs of the special fundraising events are included in the finacial statements as an expense. These costs are reported net of revenue in the 990. |
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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fall Event | Event1Nm |
| Gross Receipts Event1 | $11,748 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,372 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,376 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,376 | FoodAndBeverageEvent1Amt |
| Event2 | Spring Auction | Event2Nm |
| Gross Receipts Event2 | $171,388 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $142,196 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $29,192 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $29,192 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $183,136 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $149,568 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,568 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $33,568 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $33,568 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships to attend high school | GrantTypeTxt |
| Recipient | 35 | RecipientCnt |
| Cash Grant | $59,832 | CashGrantAmt |
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 | $31,981 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 7b | As described in the by-laws certain actions of the Board require approval and consent of the Provincial of the USA East Province of the Society of Jesus as follows Appointment or removal of the President or Principal major changes to the educational policies and programs construction or major renovations of the facilities sales purchase or lease of land or buildings incurring debt or pledging of property. |
| Form 990, Part VI, Section A, Line 10 | The Treasurer of the school reviews completed 990 with the Board of Trustees at one of their meetings before filing the return. |
| Form 990, Part VI, Section B, Line 15 | The Board of Trustees conducts an annual review of the President and discusses in executive session the amount of compensation that will be provided. |
| Form 990, Part VI, Section C, Line 19 | The tax returns and form 1023 as well as other organizing documents are available upon request. |
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