NASHOBA BROOKS SCHOOL OF CONCORD: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NASHOBA BROOKS SCHOOL OF CONCORD (EIN 04-2103947)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201443189349300309
- Schema version
- 2013v3.1
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T05:22:37-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QRGA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 Providence Hwy | AddressLine1 |
| City | Norwood | City |
| State | MA | State |
| ZIP Code | 02062 | 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 | 042103947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASHOBA BROOKS SCHOOL OF CONCORD INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 9783694591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 STRAWBERRY HILL ROAD | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET BARBUTO | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Gonsalves | PreparerPersonNm |
| PTIN | P01242771 | PTIN |
| Phone | 7815510040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,001,621 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.Nashobabrooks.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NASHOBA BROOKS SCHOOL EDUCATES CHILDREN FOR A LIFE OF CONTINUOUS LEARNING, ACCOMPLISHMENT, AND LEADERSHIP IN A DIVERSE AND CHANGING WORLD. THE SCHOOL NURTURES STUDENTS' TALENTS AND CHARACTER, WHILE FOSTERING THE DEVELOPMENT OF EACH CHILD'S PERSONAL EXCELLENCE IN ACADEMICS, ATHLETICS AND THE ARTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 114 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $927,045 | PYContributionsGrantsAmt |
| CY Contributions Grants | $870,036 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,450,624 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,540,795 | CYProgramServiceRevenueAmt |
| PY Investment Income | $278,783 | PYInvestmentIncomeAmt |
| CY Investment Income | $285,596 | CYInvestmentIncomeAmt |
| CY Other Revenue | $28,745 | CYOtherRevenueAmt |
| PY Total Revenue | $9,656,452 | PYTotalRevenueAmt |
| CY Total Revenue | $9,725,172 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000,442 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $983,038 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,197,755 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,330,189 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $687,448 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,361,585 | PYOtherExpensesAmt |
| CY Other Expenses | $2,406,563 | CYOtherExpensesAmt |
| PY Total Expenses | $9,559,782 | PYTotalExpensesAmt |
| CY Total Expenses | $9,719,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $96,670 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,920,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,832,997 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,023,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,271,787 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,897,628 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,561,210 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NASHOBA BROOKS SCHOOL EDUCATES CHILDREN FOR A LIFE OF CONTINUOUS LEARNING, ACCOMPLISHMENT, AND LEADERSHIP IN A DIVERSE AND CHANGING WORLD. THE SCHOOL NURTURES STUDENTS' TALENTS AND CHARACTER, WHILE FOSTERING THE DEVELOPMENT OF EACH CHILD'S PERSONAL EXCELLENCE IN ACADEMICS, ATHLETICS AND THE ARTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,808,665 | ExpenseAmt |
| Desc | THE SCHOOL EDUCATES BOYS (PRESCHOOL - GRADE 3) AND GIRLS (PRESCHOOL - GRADE 8) TO PREPARE THEM IN ALL ASPECTS OF LIFE. IN THE CLASSROOM, THE SCHOOL'S EXCEPTIONALLY TRAINED STAFF USES THE MOST UP TO DATE TEACHING METHODS AND ALL RESOURCES AVAILABLE TO STIMULATE THE CHILDREN'S MINDS AND TO HELP THEM DEVELOP THE DISCIPLINE NECESSARY TO PROGRESS IN THE REAL WORLD. THE SCHOOL ALSO PROVIDES THESE CHILDREN WITH MANY OPPORTUNITIES TO LEARN AND GROW OUTSIDE THE CLASSROOM THROUGH EXTRA-CURRICULAR ACTIVITIES; ALL IN AN ATTEMPT TO DEVELOP THESE CHILDREN INTO CONTRIBUTING MEMBERS OF THE COMMUNITY. | Desc |
| Total Program Service Expenses | $6,808,665 | 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 | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 114 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | 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 | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET BARBUTO | PersonNm |
| Phone | 9783694591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 STRAWBERRY HILL RD | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PAUL O'CONNELL | |||||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE ELTON | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE LISA | |||||||||
| CHAIR C.O.T. | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY BERNENE | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA PATTON | |||||||||
| Secretary | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG PAPPAS | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW CROZIER | |||||||||
| Asst Secretary | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KARLA SLADE | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAI BYNUM | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BARRON | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE DEYSHER | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MORIARTY | |||||||||
| TRUSTEE EMERITU | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HASSARA | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MCCLELLAN | |||||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALICE FLINT | |||||||||
| TRUSTEE EMERITU | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY STEINERT | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH SOLOMON | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY DORSEY | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON ROBART | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID TYRIE | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNIE DRAPEAU | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HARDY | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE GRAHAM | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MONTESANO | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAGGIE BARBUTO | |||||||||
| DIRECTOR OF FINANCE & OPERATIONS | 50.00 | 0.00 | $185,613 | $0 | $19,211 | Yes (X) | |||
| DANIELLE HEARD | |||||||||
| HEAD OF SCHOOL | 50.00 | 0.00 | $246,493 | $0 | $62,311 | Yes (X) | |||
| PENELOPE JENNINGS | |||||||||
| HEAD LOWER SCHOOL | 40.00 | 0.00 | $123,810 | $0 | $6,608 | Yes (X) | |||
| KARL KUSSIN | |||||||||
| DIR OF DEVELOPM | 40.00 | 0.00 | $147,477 | $0 | $17,310 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $703,393 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $105,440 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $870,036 | AllOtherContributionsAmt |
| Noncash Contributions | $152,650 | NoncashContributionsAmt |
| Total Contributions | $870,036 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| A) TUITION | $8,243,336 | $8,243,336 |
| B) ACTIVITY FEES,TUTORING | $53,021 | $53,021 |
| C) EXTENDED DAY PROGRAMS | $237,223 | $237,223 |
| E) SUMMER CENTER | $7,215 | $7,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,540,795 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,283 | TotalRevenueColumnAmt |
| Exclusion | $236,283 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,745 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,745 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,745 | TotalRevenueColumnAmt |
| Exclusion | $28,745 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $322,262 | SecuritiesAmt |
| Other | $3,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,449 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,813 | SecuritiesAmt |
| Other | $3,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,313 | TotalRevenueColumnAmt |
| Exclusion | $49,313 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,725,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,540,795 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $314,341 | ExclusionAmt |
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 | $983,038 | TotalAmt |
| Program Services | $983,038 | 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 | $443,625 | TotalAmt |
| Program Services | $296,156 | ProgramServicesAmt |
| Management And General | $110,906 | ManagementAndGeneralAmt |
| Fundraising | $36,563 | FundraisingAmt |
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 | $4,772,198 | TotalAmt |
| Program Services | $3,185,408 | ProgramServicesAmt |
| Management And General | $1,193,050 | ManagementAndGeneralAmt |
| Fundraising | $393,740 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,995 | TotalAmt |
| Program Services | $127,504 | ProgramServicesAmt |
| Management And General | $48,749 | ManagementAndGeneralAmt |
| Fundraising | $18,742 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,750 | TotalAmt |
| Program Services | $380,288 | ProgramServicesAmt |
| Management And General | $135,688 | ManagementAndGeneralAmt |
| Fundraising | $26,774 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,621 | TotalAmt |
| Program Services | $261,046 | ProgramServicesAmt |
| Management And General | $94,155 | ManagementAndGeneralAmt |
| Fundraising | $21,420 | 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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $46,524 | TotalAmt |
| Management And General | $23,262 | ManagementAndGeneralAmt |
| Fundraising | $23,262 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,378 | TotalAmt |
| Program Services | $331,842 | ProgramServicesAmt |
| Management And General | $117,345 | ManagementAndGeneralAmt |
| Fundraising | $20,191 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,590 | TotalAmt |
| Program Services | $106,942 | ProgramServicesAmt |
| Management And General | $35,648 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,462 | TotalAmt |
| Program Services | $474,956 | ProgramServicesAmt |
| Management And General | $163,365 | ManagementAndGeneralAmt |
| Fundraising | $15,141 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER INSTRUCTIONAL SUPPORT | $285,686 | $190,498 | $95,188 | |
| LUNCH PROGRAM | $272,870 | $272,870 | ||
| EQUIPMENT RENTAL & REPAIR | $115,451 | $83,129 | $28,862 | $3,460 |
| DEVELOPMENT FEES | $57,960 | $57,960 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,642 | TotalAmt |
| Program Services | $114,988 | ProgramServicesAmt |
| Management And General | $177,459 | ManagementAndGeneralAmt |
| Fundraising | $70,195 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,719,790 | TotalAmt |
| Program Services | $6,808,665 | ProgramServicesAmt |
| Management And General | $2,223,677 | ManagementAndGeneralAmt |
| Fundraising | $687,448 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,342,985 | BOYAmt |
| EOY | $2,711,576 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,186 | BOYAmt |
| EOY | $621,894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,831 | BOYAmt |
| EOY | $347,481 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,588 | BOYAmt |
| EOY | $951,359 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,647 | BOYAmt |
| EOY | $83,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,739,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,184,081 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,021,435 | BOYAmt |
| EOY | $12,555,021 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,557,077 | BOYAmt |
| EOY | $13,461,765 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,920,749 | BOYAmt |
| EOY | $30,832,997 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,787 | BOYAmt |
| EOY | $766,192 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,549,418 | BOYAmt |
| EOY | $4,813,979 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,625,014 | BOYAmt |
| EOY | $3,550,027 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,902 | BOYAmt |
| EOY | $141,589 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,023,121 | BOYAmt |
| EOY | $9,271,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,052,252 | BOYAmt |
| EOY | $13,494,571 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,911,895 | BOYAmt |
| EOY | $7,112,510 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,481 | BOYAmt |
| EOY | $954,129 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,897,628 | BOYAmt |
| EOY | $21,561,210 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,920,749 | BOYAmt |
| EOY | $30,832,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,382 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,658,200 | NetUnrlzdGainsLossesInvstAmt |
| 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 |
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 | $11,557,077 | BeginningYearBalanceAmt |
| Contributions | $371,179 | ContributionsAmt |
| Investment Earnings Or Losses | $1,935,495 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $401,986 | OtherExpendituresAmt |
| End Year Balance | $13,461,765 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,712,704 | BeginningYearBalanceAmt |
| Contributions | $1,279,846 | ContributionsAmt |
| Investment Earnings Or Losses | $1,222,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $658,303 | OtherExpendituresAmt |
| End Year Balance | $11,557,077 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,942,167 | BeginningYearBalanceAmt |
| Contributions | $754,732 | ContributionsAmt |
| Investment Earnings Or Losses | $15,805 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,712,704 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,748,713 | BeginningYearBalanceAmt |
| Contributions | $853,029 | ContributionsAmt |
| Investment Earnings Or Losses | $1,605,754 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $265,329 | OtherExpendituresAmt |
| End Year Balance | $8,942,167 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,241,060 | BeginningYearBalanceAmt |
| Contributions | $77,994 | ContributionsAmt |
| Investment Earnings Or Losses | $687,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $257,895 | OtherExpendituresAmt |
| End Year Balance | $6,748,713 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,267,005 | OtherCostOrOtherBasisAmt |
| Book Value | $2,267,005 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,262,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,347,156 | DepreciationAmt |
| Book Value | $9,915,099 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,533 | DepreciationAmt |
| Book Value | $5,467 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,201,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $834,392 | DepreciationAmt |
| Book Value | $367,450 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,555,021 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $100,000 |
| LEASES PAYABLE | $41,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $141,589 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,383,372 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,658,200 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,658,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,725,172 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,725,172 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,719,790 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $9,719,790 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,719,790 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO ATTRACT, RETAIN AND DEVELOP DEDICATED FACULTY, ENHANCE THE CURRICULUM THROUGH INNOVATIVE, CHILD-CENTERED PROGRAMS IN ACADEMICS, THE ARTS AND ATHLETICS, TO KEEP TECHNOLOGY CURRENT, AND TO PROVIDE TUITION ASSISTANCE TO STUDENTS |
| Part X : FIN48 Footnote | The School is incorporated under the not-for-profit laws of the Commonwealth of Massachusetts. The School is held exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and therefore no provision for income taxes. The School complies with FASB ASC 740 relating to the accounting for uncertainty in income taxes. As required by this topic, the School has evaluated its tax positions, applying a More Likely Than Not standard, and believes that there would be no material changes to the results of its operations or financial position as a result of an audit by the applicable taxing authorities, federal or state. The School has filed all of its known and required returns in a timely manner including, as permitted, allowed extensions. Accordingly, the School believes fiscal tax years prior to 2010, following administrative practice of the taxing authorities, are no longer subject to review. |
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 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | A non-discrimination policy is published in the Boston Globe by the National Association of Independent Schools, of which the organization is a member. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE FOR TUITION AND AFTERSCHOOL PROGRAM | GrantTypeTxt |
| Recipient | 51 | RecipientCnt |
| Cash Grant | $983,038 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT OF FINANCIAL ASSISTANCE IS MONITORED BY THE DIRECTOR OF FINANCE AND THE BOARD OF TRUSTEES APPROVES THE BUDGET FOR FINANCIAL ASSISTANCE EACH YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt |
|---|---|---|---|---|---|
| DANIELLE HEARD | |||||
| HEAD OF SCHOOL | $246,217 | $276 | $62,311 | $308,804 | |
| KARL KUSSIN | |||||
| DIR OF DEVELOPM | $147,123 | $354 | $7,356 | $164,787 | $9,954 |
| MAGGIE BARBUTO | |||||
| DIRECTOR OF FINANCE & OPERATIONS | $185,139 | $474 | $9,257 | $204,824 | $9,954 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| JOHN MORIARTY | ||
| TRUSTEE | GENERAL CONTRACTOR SERVICE | false |
| Tony Lisa | ||
| SEE PART V | LANDSCAPING/PLOWING | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | TONY LISA IS THE SPOUSE OF SUSIE LISA, A MEMBER OF THE BOARD OF TRUSTEES, AND IS ALSO THE OWNER OF LANDSCAPE PRODUCTS AND SERVICES (LPS). LPS PERFORMED LANDSCAPING AND PLOWING SERVICES FOR THE SCHOOL DURING THE FISCAL YEAR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $152,650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES A BROKER WHO ACCEPTS GIFTS OF SECURITIES AND SELLS THEM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Client Note 1 | Client Note 1 - Statement 10Form 990, Schedule I, Part IIIDetermination of Financial Aid AwardsTO DETERMINE THE FAIREST AND MOST EQUITABLE ESTIMATE OF A FAMILY'S ABILITY TO CONTRIBUTE TO EDUCATION COSTS, THE SCHOOL USES THE GENERAL PRINCIPLES AND THE NEEDS ANALYSIS SYSTEM OF THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS). AFTER RECEIVING THE REPORT OF FINANCIAL NEED FROM SSS AND THE PARENTS' MOST RECENT FEDERAL INCOME TAX RETURN ALONG WITH AN INTERNAL APPLICATION, THE FINANCIAL AID COMMITTEE DETERMINES THE AMOUNT OF ASSISTANCE TO BE OFFERED. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | JOHN MORIARTY, TRUSTEE EMERITUS, IS THE FATHER OF KATE GRAHAM, TRUSTEE. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | ALL MEMBERS OF THE ORGANIZATIONS GOVERNING BODY HAVE BEEN PROVIDED A COPY OF THE FORM 990 AND THE FORM 990 IS REVIEWED BY THE TREASURER BEFORE FILING. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ON AN ANNUAL BASIS THE TRUSTEES REVIEW AND SIGN OFF ON THE POLICIES STATING THAT THEY UNDERSTAND AND AGREE WITH THE POLICIES IN PLACE AND WILL ABIDE BY THE POLICIES. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED ANNUALLY BY THE SCHOOL'S COMPENSATION COMMITTEE. THIS REVIEW INCLUDES PEER SCHOOL INFORMATION COMPILED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). IN ADDITION, A LABOR LAW ATTORNEY REVIEWS THE HEAD'S COMPENSATION PACKAGE EVERY FEW YEARS. FOR SENIOR ADMINISTRATION, THE REVIEW IS DONE BY THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND INCLUDES STATISTICAL INFORMATION FROM NAIS. THE DIRECTOR OF FINANCE'S COMPENSATION IS ALSO REVIEWED BY THE TREASURER OF THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE SCHOOL'S WEBSITE. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
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