SAN MIGUEL EDUCATION CENTER: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SAN MIGUEL EDUCATION CENTER (EIN 22-3232973)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-12-22
IRS object ID
201443569349300544
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-12-22T14:38:54-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043102586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER SCHNEIDER & ASSOC PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 BRAINTREE HILL OFFICE PARKAddressLine1
CityBRAINTREECity
StateMAState
ZIP Code02184ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223232973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN MIGUEL EDUCATION CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSANMBusinessNameControlTxt
Phone4014679777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 BRANCH AVENUEAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02904ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK CARTYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4014679777PhoneNum
Signature2014-12-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD SHULTSPreparerPersonNm
PTINP00316984PTIN
Phone7818436601PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLAWRENCE GOYETTEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 BRANCH AVENUEAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02904ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,757,789GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SANMIGUELPROV.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionTO OFFER A QUALITY EDUCATION TO THOSE IN NEED. PRIORITY IS GIVEN TO BOYS FROM CHALLENGING CIRCUMSTANCES WHO ARE IN NEED OF EXTRA SUPPORT TO BE ABLE TO ATTEND TO THE TASKS INVOLVED IN LEARNING.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee20TotalEmployeeCnt
Total Volunteers170TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,681,730PYContributionsGrantsAmt
CY Contributions Grants$2,649,652CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$8,930PYInvestmentIncomeAmt
CY Investment Income$11,381CYInvestmentIncomeAmt
PY Other Revenue$2,563PYOtherRevenueAmt
CY Other Revenue$76,043CYOtherRevenueAmt
PY Total Revenue$1,693,223PYTotalRevenueAmt
CY Total Revenue$2,737,076CYTotalRevenueAmt
PY Grants And Similar Paid$45,174PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$37,041CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$779,549PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$834,855CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,842CYTotalFundraisingExpenseAmt
PY Other Expenses$372,853PYOtherExpensesAmt
CY Other Expenses$388,340CYOtherExpensesAmt
PY Total Expenses$1,197,576PYTotalExpensesAmt
CY Total Expenses$1,260,236CYTotalExpensesAmt
PY Revenues Less Expenses$495,647PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,476,840CYRevenuesLessExpensesAmt
Total Assets BOY$2,462,077TotalAssetsBOYAmt
Total Assets EOY$4,066,513TotalAssetsEOYAmt
Total Liabilities BOY$168,728TotalLiabilitiesBOYAmt
Total Liabilities EOY$96,565TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,293,349NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,969,948NetAssetsOrFundBalancesEOYAmt
MissionTO OFFER A QUALITY EDUCATION TO THOSE IN NEED. PRIORITY IS GIVEN TO BOYS FROM CHALLENGING CIRCUMSTANCES WHO ARE IN NEED OF EXTRA SUPPORT TO BE ABLE TO ATTEND TO THE TASKS INVOLVED IN LEARNING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$793,207ExpenseAmt
Revenue$2,353,129RevenueAmt
DescOFFER STATE APPROVED, NEASC ACCREDITED, INDEPENDENT MIDDLE SCHOOL FOR APPROXIMATELY 64 BOYS FROM LOW INCOME FAMILIES IN THE GREATER PROVIDENCE AREA AND PREPARE THEM FOR EITHER PRIVATE OR PUBLIC HIGH SCHOOLS WHEN THEY GRADUATE. ALSO REACH OUT TO LOW INCOME FAMILIES WHO ORDINARILY WOULD NOT BE ABLE TO AFFORD THE TUITION OF A PRIVATE SCHOOL AND PROVIDE THEM WITH NECESSARY FINANCIAL ASSISTANCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$97,310ExpenseAmt
Grant$37,040GrantAmt
Revenue$80,627RevenueAmt
DescOFFER A GRADUATE SUPPORT PROGRAM WHICH KEEPS TRACK OF GRADUATES ONCE THEY LEAVE SAN MIGUEL AND GO ON TO HIGH SCHOOL AND COLLEGE. ASSISTANCE IS GIVEN IN AREAS SUCH AS A) FINANCIAL AID, B) ACADEMIC SUPPORT AND C) COUNSELING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$113,626ExpenseAmt
Revenue$59,600RevenueAmt
DescOFFER A WIDE ARRAY OF AFTER SCHOOL PROGRAMMING (ACADEMIC, ATHLETICS, ARTS SERVICE, ETC.) AND SUMMER CAMPS DURING THE MONTHS OF JULY AND AUGUST.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,004,143TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee20EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctYes (1)PayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (1)Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNE NEWQUISTBusinessNameLine1
FieldValueIRS element (for citing)
Phone4014679777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 BRANCH AVENUEAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02904ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
POLLY HANDY
DIRECTOR/2ND VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
SUZANNE HALL
DIRECTOR1.00Yes (X)$0$0$0
THOMAS FREDERICKS
DIRECTOR1.00Yes (X)$0$0$0
DANIEL MCCONAGHY
DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS HILL
DIRECTOR1.00Yes (X)$0$0$0
DENNIS LEAMY
DIRECTOR1.00Yes (X)$0$0$0
PETER SULLIVAN
DIRECTOR/SECRETARY3.00Yes (X)Yes (X)$0$0$0
MICHAEL NEWQUIST
DIRECTOR/BOARD CHAIR6.00Yes (X)Yes (X)$0$0$0
ALAN WEYLAND
DIRECTOR1.00Yes (X)$0$0$0
BROTHER MICHAEL REIS
DIRECTOR1.00Yes (X)$0$0$0
AMIE KERSHAW
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLY BUTLER
DIRECTOR1.00Yes (X)$0$0$0
CAROL PETERSON
DIRECTOR/VICE-CHAIR3.00Yes (X)Yes (X)$0$0$0
ANDREW CAPALBO
DIRECTOR1.00Yes (X)$0$0$0
MARIA SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
KATE MOTTE
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH SCHWARTZ
DIRECTOR/TREASURER3.00Yes (X)Yes (X)$0$0$0
JAN NAGLE
DIRECTOR1.00Yes (X)$0$0$0
BROTHER LAWRENCE GOYETTE
EXECUTIVE DIRECTOR40.00Yes (X)$72,564$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$72,564TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$156,296FundraisingAmt
All Other Contributions$2,493,356AllOtherContributionsAmt
Noncash Contributions$30,077NoncashContributionsAmt
Total Contributions$2,649,652TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,381TotalRevenueColumnAmt
Related Or Exempt Func Income$11,381RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$19,005FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$156,296ContriRptFundraisingEventAmt
Fundraising Direct Expenses$20,713FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,708TotalRevenueColumnAmt
Exclusion-$1,708ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$77,751TotalRevenueColumnAmt
Related Or Exempt Func Income$77,751RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$77,751OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,737,076TotalRevenueColumnAmt
Related Or Exempt Func Income$89,132RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,708ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$37,041TotalAmt
Program Services$37,041ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$72,564TotalAmt
Program Services$14,513ProgramServicesAmt
Management And General$58,051ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$638,484TotalAmt
Program Services$509,958ProgramServicesAmt
Management And General$128,526ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,373TotalAmt
Program Services$14,373ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$50,311TotalAmt
Program Services$45,539ProgramServicesAmt
Management And General$4,772ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$59,123TotalAmt
Program Services$47,836ProgramServicesAmt
Management And General$11,287ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,778TotalAmt
Management And General$2,778ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,724TotalAmt
Program Services$8,210ProgramServicesAmt
Management And General$514ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,739TotalAmt
Program Services$20,739ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$19,700TotalAmt
Program Services$19,700ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$133,131TotalAmt
Program Services$133,131ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,245TotalAmt
Program Services$14,245ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$63,508TotalAmt
Program Services$63,508ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,144TotalAmt
Program Services$21,144ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
PRINTING AND PUBLICATIO$33,014$33,014
LASALLIAN EXPENSE$19,547$19,547
ACTIVITIES$14,341$14,341
OTHER EVENT EXPENSES$13,842$13,842

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$23,627TotalAmt
Program Services$20,318ProgramServicesAmt
Management And General$3,309ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,260,236TotalAmt
Program Services$1,004,143ProgramServicesAmt
Management And General$242,251ManagementAndGeneralAmt
Fundraising$13,842FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$94,493BOYAmt
EOY$192,451EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$561,326BOYAmt
EOY$714,886EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$110,000BOYAmt
EOY$215,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,753,419LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$298,018LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$370,040BOYAmt
EOY$1,455,401EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$329,263BOYAmt
EOY$487,748EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$996,955BOYAmt
EOY$1,001,027EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,462,077BOYAmt
EOY$4,066,513EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$168,728BOYAmt
EOY$96,565EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$168,728BOYAmt
EOY$96,565EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,742,726BOYAmt
EOY$3,263,410EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$228,900BOYAmt
EOY$354,815EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$321,723BOYAmt
EOY$351,723EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,293,349BOYAmt
EOY$3,969,948EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,462,077BOYAmt
EOY$4,066,513EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,476,840ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$199,759NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$987,981BeginningYearBalanceAmt
Contributions$207,596ContributionsAmt
Investment Earnings Or Losses$13,146InvestmentEarningsOrLossesAmt
Other Expenditures$56,495OtherExpendituresAmt
End Year Balance$1,152,228EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$930,590BeginningYearBalanceAmt
Contributions$34,141ContributionsAmt
Investment Earnings Or Losses$98,755InvestmentEarningsOrLossesAmt
Other Expenditures$75,505OtherExpendituresAmt
End Year Balance$987,981EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$731,484BeginningYearBalanceAmt
Contributions$144,963ContributionsAmt
Investment Earnings Or Losses$54,143InvestmentEarningsOrLossesAmt
End Year Balance$930,590EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.84040BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.15960PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,301,104OtherCostOrOtherBasisAmt
Depreciation$36,500DepreciationAmt
Book Value$1,264,604BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$370,890OtherCostOrOtherBasisAmt
Depreciation$249,476DepreciationAmt
Book Value$121,414BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,726OtherCostOrOtherBasisAmt
Depreciation$12,042DepreciationAmt
Book Value$1,684BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,455,401TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CUIT FUNDS$570,316F
RI FOUNDATION ENDOWMENT FUND$213,179F
RI FOUNDATION SCHOLARSHIP FUND$217,532F
FieldValueIRS element (for citing)
Total Book Value Securities$1,001,027TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$3,006,388TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$199,759NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$48,840DonatedServicesAndUseFcltsAmt
Other Revenue$20,713OtherRevenueAmt
Revenue Not Reported$269,312RevenueNotReportedAmt
Revenue Subtotal$2,737,076RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,737,076TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,329,789TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$48,840DonatedServicesUseFcltsAmt
Other Expenses Included$20,713OtherExpensesIncludedAmt
Expenses Not Reported$69,553ExpensesNotReportedAmt
Expenses Subtotal$1,260,236ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,260,236TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS COSTS - LINE 9B 20,713.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS COSTS - LINE 9B 20,713.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1ANNUAL GALANameOfEvent1Amt
Gross Receipts Event1$117,936GrossReceiptsEvent1Amt
Charitable Contri Event1$111,006CharitableContriEvent1Amt
Gross Revenue Event1$6,930GrossRevenueEvent1Amt
Rent Facility Costs Event1$1,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$7,385FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$898OtherDirectExpensesEvent1Amt
Name Of Event2GOLF EVENTNameOfEvent2Amt
Gross Receipts Event2$57,365GrossReceiptsEvent2Amt
Charitable Contri Event2$45,290CharitableContriEvent2Amt
Gross Revenue Event2$12,075GrossRevenueEvent2Amt
Rent Facility Costs Event2$9,780RentFacilityCostsEvent2Amt
Entertainment Event2$1,650EntertainmentEvent2Amt
Gross Receipts Total$175,301GrossReceiptsTotalAmt
Charitable Contributions Tot$156,296CharitableContributionsTotAmt
Gross Revenue Total Events$19,005GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$10,780RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$7,385FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,650EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$898OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$20,713DirectExpenseSummaryEventsAmt
Net Income Summary-$1,708NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPSLA SALLE ACADEMY612 ACADEMY AVENUEPROVIDENCE, RI 0290819$29,700
STUDENT SCHOLARSHIPSST. RAPHAEL ACADEMY123 WALCOTT STREETPAWTUCKET, RI 028607$5,300

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,525NoncashContributionsRptF990Amt
Method Of Determining RevenuesNADA FAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$25,352NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROCEEDS RECEIVEDMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,200NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUE OF RENTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TWO BOARD MEMBERS, JOSEPH AND MARIA SCHWARTZ, ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 7AIN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE BOARD SHALL INCLUDE AT LEAST TWO MEMBERS FROM THE CHRISTIAN BROTHERS OR APPOINTEES OF THE BROTHER PROVINCIAL. THE BROTHER PROVINCIAL OF THE BROTHERS OF THE CHRISTIAN SCHOOLS, LONG-ISLAND-NEW ENGLAND PROVINCE, INC. DISTRICT OF EASTERN NORTH AMERICA, OR HIS APPOINTEE, SHALL BE EX-OFFICIO MEMBER OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11THE PREPARATION AND REVIEW PROCESS OF THE 990 IS AS FOLLOWS: - THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND THE MANAGEMENT OF THE ORGANIZATION. THE FINANCE COMMITTEE REVIEWED THE FORM 990, PROVIDED AN ELECTRONIC COPY TO ALL BOARD MEMBERS AND SUBMITTED A RECOMMENDATION TO APPROVE THE FORM 990 TO THE FULL BOARD. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION SIGNED THE FORM 990.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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