BRIMMER & MAY SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRIMMER & MAY SCHOOL (EIN 04-2103935)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-10
- IRS object ID
- 201530419349301513
- Schema version
- 2013v4.0
- 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 | 2015-02-10T14:01:06-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1 |
| City | Wakefield | City |
| State | MA | State |
| ZIP Code | 018806208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brimmer and May School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIM | BusinessNameControlTxt |
| Phone | 6175667462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Middlesex Road | AddressLine1 |
| City | Chestnut Hill | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James H Orr Jr | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6175667462 | PhoneNum |
| Signature | 2015-01-20 | 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 | 2015-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James H Orr Jr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Middlesex Road | AddressLine1 |
| City | Chestnut Hill | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,896,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.brimmer.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Brimmer and May is an inclusive, caring community committed to maintaining high academic standards while implementing innovative educational ideas. The School promotes active learning by challenging students to think and work independently and collaboratively; to approach learning with joy and confidence; to develop problem solving, critical thinking, and analytical skills; to use emerging technologies effectively; to explore their curiosity and expand their creativity; to strive for their personal best; and to pursue health and well-being. We uphold our core values of respect, responsibility, honesty, and kindness and embrace diversity and global awareness. Our objective is to develop informed, engaged, and ethical citizens and leaders for the global community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 226 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $348,380 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,042,876 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,993,964 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,684,457 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,050 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,988 | CYInvestmentIncomeAmt |
| PY Other Revenue | $68,035 | PYOtherRevenueAmt |
| CY Other Revenue | $74,669 | CYOtherRevenueAmt |
| PY Total Revenue | $14,463,429 | PYTotalRevenueAmt |
| CY Total Revenue | $15,868,990 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,688,425 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,934,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,543,008 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,711,300 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $47,440 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $473,230 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,235,296 | PYOtherExpensesAmt |
| CY Other Expenses | $4,222,352 | CYOtherExpensesAmt |
| PY Total Expenses | $15,466,729 | PYTotalExpensesAmt |
| CY Total Expenses | $15,915,342 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,003,300 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$46,352 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,449,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,273,397 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,001,629 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,968,003 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,448,357 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,305,394 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Brimmer and May is an inclusive, caring community committed to maintaining high academic standards while implementing innovative educational ideas. The School promotes active learning by challenging students to think and work independently and collaboratively; to approach learning with joy and confidence; to develop problem solving, critical thinking, and analytical skills; to use emerging technologies effectively; to explore their curiosity and expand their creativity; to strive for their personal best; and to pursue health and well-being. We uphold our core values of respect, responsibility, honesty, and kindness and embrace diversity and global awareness. Our objective is to develop informed, engaged, and ethical citizens and leaders for the global community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,259,990 | ExpenseAmt |
| Grant | $2,934,250 | GrantAmt |
| Revenue | $14,684,457 | RevenueAmt |
| Desc | The School provides a quality educational experience for students to prepare them for advanced degrees and gainful vocations. | Desc |
| Total Program Service Expenses | $12,259,990 | 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 | Yes (1) | 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 | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 226 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James H Orr Jr Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175667462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Middlesex Road | AddressLine1 |
| City | Chestnut Hill | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 |
|---|---|---|---|---|---|---|---|
| Judith Guild | |||||||
| Head of School | 40.00 | Yes (X) | Yes (X) | $279,841 | $0 | $63,799 | |
| David Kreisler | |||||||
| Chairman | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Suzzara Durocher | |||||||
| Co-Vice Chairman | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John Fitzgerald | |||||||
| Co-Vice Chairman | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James Orr Jr | |||||||
| Treasurer | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Judith Wyman | |||||||
| Clerk | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mollye Block | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Eleanor Hoey Bright | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Brown | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Byrne PhD | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Gail Gabriel | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Adam Hetnarski | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenyon Bissell Grogan | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Remey Hastings | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Bernard Kaplan | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| David Kazis | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Olivia Kistner | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Howard Leeder | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Price | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Shapiro Waintrup | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mahlet Woldemariam | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy Wright | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Gordon | |||||||
| Director of Middle School | 40.00 | $110,322 | $0 | $15,230 | Yes (X) | ||
| Thomas Fuller | |||||||
| Director of Lower School | 40.00 | $110,886 | $0 | $23,139 | Yes (X) | ||
| Joseph Iuliano | |||||||
| Director of Middle School | 40.00 | $104,374 | $0 | $49,963 | Yes (X) | ||
| Helen Sulkowski | |||||||
| Business Manager | 40.00 | $102,377 | $0 | $12,454 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $707,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $164,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
| All Other Contributions | $1,042,876 | AllOtherContributionsAmt |
| Noncash Contributions | $56,047 | NoncashContributionsAmt |
| Total Contributions | $1,042,876 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611600 | $13,808,636 | $13,808,636 |
| Auxiliary revenue | 611600 | $875,821 | $875,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,684,457 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,988 | TotalRevenueColumnAmt |
| Exclusion | $66,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,472 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $27,803 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,669 | TotalRevenueColumnAmt |
| Exclusion | $74,669 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,868,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,684,457 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $141,657 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,934,250 | TotalAmt |
| Program Services | $2,934,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,767 | TotalAmt |
| Management And General | $317,767 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,902,918 | TotalAmt |
| Program Services | $5,347,180 | ProgramServicesAmt |
| Management And General | $1,277,253 | ManagementAndGeneralAmt |
| Fundraising | $278,485 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,814 | TotalAmt |
| Program Services | $166,794 | ProgramServicesAmt |
| Management And General | $66,135 | ManagementAndGeneralAmt |
| Fundraising | $9,885 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,086 | TotalAmt |
| Program Services | $462,322 | ProgramServicesAmt |
| Management And General | $252,336 | ManagementAndGeneralAmt |
| Fundraising | $428 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,715 | TotalAmt |
| Program Services | $397,598 | ProgramServicesAmt |
| Management And General | $113,881 | ManagementAndGeneralAmt |
| Fundraising | $21,236 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,440 | TotalAmt |
| Fundraising | $47,440 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,645 | TotalAmt |
| Program Services | $184,180 | ProgramServicesAmt |
| Management And General | $20,465 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,920 | TotalAmt |
| Program Services | $1,043,028 | ProgramServicesAmt |
| Management And General | $115,892 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,267 | TotalAmt |
| Program Services | $42,059 | ProgramServicesAmt |
| Management And General | $60,208 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies and other expe | $748,030 | $486,330 | $261,700 |
| Repairs and maintenance | $286,660 | $257,993 | $28,667 |
| Utilities | $285,920 | $257,328 | $28,592 |
| Athletic supplies and e | $260,890 | $260,890 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175,020 | TotalAmt |
| Program Services | $420,038 | ProgramServicesAmt |
| Management And General | $639,226 | ManagementAndGeneralAmt |
| Fundraising | $115,756 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,915,342 | TotalAmt |
| Program Services | $12,259,990 | ProgramServicesAmt |
| Management And General | $3,182,122 | ManagementAndGeneralAmt |
| Fundraising | $473,230 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,283 | BOYAmt |
| EOY | $1,758,193 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,233 | BOYAmt |
| EOY | $567,487 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,765 | BOYAmt |
| EOY | $239,244 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,827 | BOYAmt |
| EOY | $83,624 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,786 | BOYAmt |
| EOY | $184,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,797,813 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,933,820 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,449,249 | BOYAmt |
| EOY | $17,863,993 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,755,901 | BOYAmt |
| EOY | $14,331,695 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,942 | BOYAmt |
| EOY | $244,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,449,986 | BOYAmt |
| EOY | $35,273,397 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,854 | BOYAmt |
| EOY | $1,022,551 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,409,737 | BOYAmt |
| EOY | $2,648,855 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,496,000 | BOYAmt |
| EOY | $12,239,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,038 | BOYAmt |
| EOY | $57,597 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,001,629 | BOYAmt |
| EOY | $15,968,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,659,811 | BOYAmt |
| EOY | $11,539,332 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,811 | BOYAmt |
| EOY | $3,147,180 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,287,735 | BOYAmt |
| EOY | $4,618,882 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,448,357 | BOYAmt |
| EOY | $19,305,394 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,449,986 | BOYAmt |
| EOY | $35,273,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$46,352 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,903,389 | NetUnrlzdGainsLossesInvstAmt |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,190,752 | BeginningYearBalanceAmt |
| Contributions | $423,769 | ContributionsAmt |
| Investment Earnings Or Losses | $1,034,457 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,975 | OtherExpendituresAmt |
| End Year Balance | $6,413,003 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,452,407 | BeginningYearBalanceAmt |
| Contributions | $114,802 | ContributionsAmt |
| Investment Earnings Or Losses | $809,848 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $186,305 | OtherExpendituresAmt |
| End Year Balance | $5,190,752 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,326,330 | BeginningYearBalanceAmt |
| Contributions | $200,763 | ContributionsAmt |
| Investment Earnings Or Losses | $8,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,711 | OtherExpendituresAmt |
| End Year Balance | $4,452,407 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,146,386 | BeginningYearBalanceAmt |
| Contributions | $11,440 | ContributionsAmt |
| Investment Earnings Or Losses | $200,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $32,443 | OtherExpendituresAmt |
| End Year Balance | $4,326,330 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,674,970 | BeginningYearBalanceAmt |
| Contributions | $101,000 | ContributionsAmt |
| Investment Earnings Or Losses | $416,537 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $46,121 | OtherExpendituresAmt |
| End Year Balance | $4,146,386 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,992,451 | OtherCostOrOtherBasisAmt |
| Book Value | $3,992,451 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,242,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,853,890 | DepreciationAmt |
| Book Value | $13,388,819 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,395,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,972,649 | DepreciationAmt |
| Book Value | $423,182 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,281 | DepreciationAmt |
| Book Value | $59,541 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,863,993 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital lease obligations | Desc |
| Amt | $57,597 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,597 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,838,128 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$1,030,862 | OtherRevenueAmt |
| Revenue Not Reported | -$1,030,862 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,868,990 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,868,990 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,981,091 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,981,091 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,934,251 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,934,251 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,915,342 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment funds are assets of the School that are invested to provide support to the School. A portion of the investment return is utilized to support the School's operations in fulfillment of its mission and a portion to enhance and maintain the purchasing capacity of the permanently restricted net assets. |
| 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 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, 2014, 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: | Financial aid -2,934,251. Unrealized gains 1,903,389. |
| Part XII, Line 4b - Other Adjustments: | Financial aid 2,934,251. |
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 notice of nondiscriminatory policy toward students is published annually in The Boston Globe. | 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 | The Wayland Group | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 Boston Post Road Suite 3C | AddressLine1 |
| City | Sudbury | City |
| State | MA | State |
| ZIP Code | 01776 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Capital Campaign Consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $47,440 | RetainedByContractorAmt |
| Net To Organization | -$47,440 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $47,440 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$47,440 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1Amt |
| Gross Receipts Event1 | $102,472 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $102,472 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $27,803 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $102,472 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $102,472 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,803 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,803 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $74,669 | 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 | GrantTypeTxt |
| Recipient | 119 | RecipientCnt |
| Cash Grant | $2,934,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | A committee determines how to apportion the available financial aid funds among the families that apply. All aid is based on need, as demonstrated by the financial aid forms the family submits. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Judith Guild | ||||||||||||||
| Head of School | $279,841 | $0 | $0 | $0 | $0 | $0 | $17,500 | $0 | $46,299 | $0 | $343,640 | $0 | $0 | $0 |
| Joseph Iuliano | ||||||||||||||
| Director of Middle School | $104,374 | $0 | $0 | $0 | $0 | $0 | $7,504 | $0 | $42,459 | $0 | $154,337 | $0 | $0 | $0 |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2010-10-01 | BondIssuedDt |
| Issue Price | $12,664,000 | IssuePriceAmt |
| Purpose | Defeasance of 2005 bond, repayment of mortgage, reimbursement for art center | 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 | $425,000 | RetiredAmt |
| Total Proceeds | $12,664,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $279,569 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $12,384,431 | WorkingCapitalExpendituresAmt |
| 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 | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,047 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Treasurer reviews the Form 990 to ensure that it is complete and accurate. The Audit Committee then reviews the Form 990 in its complete form and authorizes it to be signed by the Treasurer and filed with the IRS. The Form 990 is distributed in a secure electronic format to the full governing body with Schedule B redacted. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy is regularly and consistently monitored by the Board of Trustees. Compliance with the policy is enforced by the Governing Board, which informs new trustees and committee appointees of its policy and requires disclosure both upon initial election and appointment as well as upon all subsequent re-elections and re-appointments. |
| Form 990, Part VI, Section B, line 15a | On June 30, 2011, the School entered into a five year employment contract with the Head of School. At that time, a compensation committee comprised of independent members of the Board of Trustees utilized comparative data obtained from the National Association of Independent Schools (NAIS) to determine the Head of School's compensation. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy and financial statements of the School are made available to the public upon request. |
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