2016-11-15T07:32:17-06:00 2016-06-30 455281892 CURTIS P PATALANO CPA LLC 137 SCHOOL STREET FRANKLIN MA 020382015 990 2015-07-01 042668765 MONTROSE FOUNDATION INC MONT 5083592423 29 NORTH STREET MEDFIELD MA 02052 JOHN FLAHERTY BUSINESS MANAGER 5083592423 2016-10-31 1 DENISE M SMITH CPA P01476230 5085280260 2016-10-28 2015 2017-02-10 21:41:12Z JOHN FLAHERTY 29 NORTH STREET MEDFIELD MA 02052 5822804 0 X WWW.MONTROSESCHOOL.ORG X 1978 MA TO EDUCATE YOUNG WOMEN TO PURSUE THE TRUTH IN ALL THEY DO. BUILT ON THE FOUNATION OF A RICH LIBERAL ARTS CURRICULUM, PERSONAL CHARACTER FORMATION, AND COLLABORATION WITH PARENTS, EACH STUDENT IS CHALLENGED TO CULTIVATE INTELLECT, CHARACTER, LEADERSHIP, SERVICE, FAITH AND REASON. 8 2 97 50 4783 0 1799131 1411276 3850961 4180686 6232 662 938 101394 5657262 5694018 0 0 0 0 2661754 2820692 0 0 0 1750256 1873866 4412010 4694558 1245252 999460 19193802 19542305 6874031 6235044 12319771 13307261 TO EDUCATE YOUNG WOMEN TO PURSUE THE TRUTH IN ALL THEY DO. BUILT ON THE FOUNDATION OF A RICH LIBERAL ARTS CURRICULUM, CHARACTER FORMATION, AND COLLABORATION WITH PARENTS, EACH STUDENT IS CHALLENGED TO CULTIVATE INTELLECT, CHARACTER, LEADERSHIP, SERVICE, FAITH AND REASON. 0 0 4495806 4206477 THE EDUCATION AND DEVELOPMENT OF LOCAL, NATIONAL, AND INTERNATIONAL YOUNG WOMEN FROM GRADES 6-12. 4495806 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 97 1 1 1 0 0 0 0 0 0 0 X 8 2 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 MA X JACK FLAHERTY 5083592423 29 NORTH STREET MEDFIELD MA 02052 NEIL JACOB CHAIRMAN 10.00 X 0 0 0 WILLIAM BOWMAN TRUSTEE 10.00 X 0 0 0 DONNA FERNANDES TRUSTEE 10.00 X 0 0 0 KELLY MELLEY TRUSTEE 10.00 X 0 0 0 WILLIAM NOONAN TRUSTEE 10.00 X 0 0 0 MARGARET ROWAN TRUSTEE 10.00 X 0 0 0 CAROL SENNOTT TRUSTEE 10.00 X 0 0 0 MARY OLOHAN TRUSTEE 10.00 X 0 0 0 KAREN BOHLIN HEAD OF SCHOOL 40.00 X 96423 0 0 JOHN FLAHERTY BUSINESS MANAGER 40.00 X 8601 0 0 GORDON RINGER PREV BUSINESS MANAGER 40.00 X 38719 0 0 143743 0 0 0 0 0 0 BOWDOIN CONSTRUCTION CORP 220-1 RESERVOIR STREET NEEDHAM HEIGHTS MA 02494 CONSTRUCTION 425955 REBUILDEX LLC 6 COMMERCE WAY CARVER MA 02330 CONSTRUCTION 262455 2 28860 1382416 1411276 TUITION 611600 4180686 4180686 4180686 886 886 58730 53947 4783 4783 4783 28031 28255 -224 -224 -224 118066 28860 46584 71482 71482 OTHER INCOME 900099 25129 25129 25129 5694018 4206477 4783 71482 157914 157914 2472075 2472075 190703 190703 1241 1241 10400 10400 29197 29197 47971 47971 95167 95167 62828 62828 318478 318478 117881 117881 475004 475004 319536 319536 GENERAL AND ADMINISTRAT 112928 112928 STUDENT ACTIVITIES 94717 94717 BAD DEBT EXPENSE 66884 66884 EDUCATION 54226 54226 67408 67408 4694558 4495806 198752 0 1061091 1301950 21933187 3711077 18104300 18222110 28411 18245 19193802 19542305 1265256 1501179 5413885 4406156 194890 327709 6874031 6235044 X 12319771 13307261 12319771 13307261 19193802 19542305 X 999460 -11970 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1943713 1943713 13858394 2166830 11691564 5584368 1071062 4513306 262821 239688 23133 283891 233497 50394 18222110 LEASE DEPOSITS 3718 OTHER CURRENT LIABILITIES 323991 327709 X 5824004 129986 129986 5694018 0 5694018 4771069 76511 76511 4694558 0 4694558 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE ORGANIZATION TO REPORT CERTAIN UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2016 THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE OF $53,947 TO REDUCE RENTAL INCOME ACCRUAL TO CASH ADJUSTMENT OF $76,039 PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE OF $53,947 TO REDUCE RENTAL INCOME ACCRUAL TO CASH ADJUSTMENT OF $22,564 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ABOVE POLICIES ARE MADE KNOWN DURING THE REGISTRATION PROCESS. MOMS AUCTION 146926 28860 118066 9970 19434 17180 146926 28860 118066 9970 19434 17180 46584 71482 FORM 990, PART VI, SECTION A, LINE 1 ALL BOARD MEETINGS ARE PROPERLY DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATIONS MEMEBERS ARE MADE UP OF THE ORIGINAL INCORPORATORS, TRUSTEES AND OFFICERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER TRUSTEES AND OFFICERS OF THE GOVERNING BODY ARE NOMINATED AND ELECTED BY OTHER MEMBERS AND TRUSTEES AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL MEETINGS ARE PROPERLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11 THE DETAILS OF FORM 990 ARE LEFT UP TO THE FINANCIAL OFFICER AS STATED IN THE ORGANIZATIONS BYLAWS. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD MEMBER WHO RECEIVES A WRITTEN INQUIRY, COMPLAINT, OR SUGGESTION SHALL PRESENT IT BEFORE THE BOARD AT THE NEXT BOARD MEETING. AFTER AN INQUIRY, COMPLAINT OR SUGGESTION HAS BEEN HEARD BY THE BOARD AND IF IT IS FOUND TO BE OF MERIT, ANY ACTION TAKEN SHALL BE BY APPROVAL BY THE VOTE OF THE BOARD. IF THE MATTER IS FOUND TO BE WITHOUT MERIT, OR IT THE BOARD VOTES TO TABLE OR DISMISS THE ISSUE, THE PETITIONER SHALL BE NOTIFIED OF THE OUTCOME IN WRITING BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ACCRUAL TO CASH ADJUSTMENT FOR TAXES PURPOSES -11,970.