2013-02-07T15:48:38-06:00 2012-06-30 208014049 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 024204443 990 2011-07-01 042104773 THE NEWMAN SCHOOL NEWM 6172674530 245 MARLBOROUGH STREET BOSTON MA 02116 J HARRY LYNCH 6172674530 2013-02-05 1 MATTHEW P STONE CPA P00034719 7818636300 2013-02-05 2011 2016-02-25 16:41:14Z J HARRY LYNCH 245 MARLBOROUGH STREET BOSTON MA 02116 6963210 0 X NEWMANBOSTON.ORG X 1945 MA SEE PAGE 2 10 9 60 20 0 0 138128 135625 5358752 6466866 91182 13479 -8067 -4188 5579995 6611782 747968 947340 0 0 2728151 3254112 0 0 44782 1983639 2044069 5459758 6245521 120237 366261 5495116 6504848 435645 1259200 5059471 5245648 X THE NEWMAN SCHOOL, IN THE HEART OF A GREAT CITY, PROVIDES A DIVERSE STUDENT BODY A COLLEGE PREPARATORY, LIBERAL ARTS EDUCATION BASED ON JUDEO-CHRISTIAN VALUES, INTELLECTUAL RIGOR, AND TRUST, GUIDED BY THE SPIRIT AND PHILOSOPHY OF JOHN HENRY CARDINAL NEWMAN.THE SCHOOL ENCOURAGES STUDENTS TO RECOGNIZE THE RELATIONSHIP BETWEEN PERSONAL AND INTELLECTUAL GROWTH, AND SEEKS TO NURTURE THE INTELLECT, AND INSTILL MOTIVATION, KINDNESS, THE DESIRE FOR TRUTH, AND MORAL DECISION MAKING. WE BELIEVE THAT IT IS ONLY IN THE CONTEXT OF EXPLORING THE POSSIBILITY OF A RELATIONSHIP WITH GOD, AND ACKNOWLEDGING OUR RESPONSIBILITIES TOWARD SELF AND COMMUNITY, THAT WE CAN PURSUE AN EDUCATION WHICH PREPARES US FOR LEADING FULFILLING LIVES.NEWMAN'S MOTTO, "LET HEART SPEAK TO HEART" ESTABLISHES THE TONE FOR EACH DAY ENCOURAGING STUDENTS TO FORM MATURE AND STIMULATING RELATIONSHIPS WITH TEACHERS AND PEERS, AND TO RECOGNIZE THEIR INDIVIDUAL GIFTS. 0 0 4910253 947340 6466866 OPERATION OF A SECONDARY SCHOOL SERVING APPROXIMATELY 270 STUDENTS. 4910253 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 17 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 10 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X J HARRY LYNCH 6172674530 245 MARLBOROUGH STREET BOSTON MA 02116 J HARRY LYNCH 40.00 X X 203738 0 39905 EDWARD D'ALELIO 5.00 X 0 0 0 FR JOHN ARENS 5.00 X 0 0 0 THOMAS S DRUMM 5.00 X 0 0 0 BRIAN M ORLANDI 5.00 X 0 0 0 JANE A SPAULDING 5.00 X 0 0 0 RICHARD J MCCARTHY ESQUIRE 5.00 X 0 0 0 DAVID T MACLAUGHLIN PHD 5.00 X 0 0 0 LISA DIFLUMERI 5.00 X 0 0 0 ARLENE O'MEARA GROSS 5.00 X 0 0 0 203738 0 39905 1 0 1 0 0 22560 113065 41931 135625 TUITION AND FEES 611710 5374549 5374549 HOMESTAY 611710 970955 970955 ACTIVITY FEES AND OTHE 611710 80107 80107 AUXILIARY ACTIVITIES 611710 41255 41255 6466866 41611 41611 319108 347240 -28132 -28132 -28132 0 22560 4188 -4188 -4188 6611782 6466866 0 9291 947340 947340 225735 225735 2425154 2005346 388242 31566 84613 72585 11085 943 315378 249914 65464 203232 165908 34711 2613 16498 16498 21835 21835 5300 5300 143502 143502 98007 98007 15674 15674 100164 100164 39585 34043 5542 HOMESTAY EXPENSES 863850 863850 SUPPLIES & EQUIPMENT 277483 225458 52025 REPAIRS AND MAINTENANCE 150374 127713 22661 DUES AND MEMBERSHIPS 69386 38916 30470 242411 79016 153735 9660 6245521 4910253 1290486 44782 331323 815400 24412 574569 8658 4780 33692 3760660 2154530 1628070 1606130 3502653 3470277 5495116 6504848 18643 212670 417002 1046530 435645 1259200 X 4746549 4875366 312922 370282 5059471 5245648 5495116 6504848 X 366261 -180084 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE NEWMAN PREPARATORY SCHOOL BELONGS TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. SOME PORTION OF MEMBERSHIP DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. 25052 25052 2646495 1191763 1454732 976581 880106 96475 112532 82661 29871 1606130 6611782 6245521 366261 -81784 -98300 -180084 186177 4722996 -81784 -1807002 -1888786 6611782 0 6611782 4438519 -1807002 -1807002 6245521 0 6245521 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: PART X, LINE 2: THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS -947,340. FUNDRAISING EVENT 4,188. HOMESTAY EXPENSES -863,850. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS -947,340. FUNDRAISING EVENT 4,188. HOMESTAY EXPENSES -863,850. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL PARTICIPATES IN GROUP ADVERTISING THAT STATES THAT THE SCHOOL DOES NOT DISCRIMINATE WITH REGARD TO RACE, COLOR, SEX, NATIONAL ORIGIN, RELIGION, ETC. DEMERS SCHOLARSHIP EVENT 22560 22560 4188 22560 22560 4188 4188 -4188 1 FINANCIAL AID BASED ON DEMONSTRATED NEED. 84 703340 FMV OF PUBLISHED TUITION RATES TUITION ASSISTANCE. SCHOLARSHIP BASED ON DEMONSTRATED NEED. 55 244000 FMV OF PUBLISHED TUITION RATES MERIT BASED SCHOLARSHIPS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE NEWMAN SCHOOL OFFERS FINANCIAL AID OR SCHOLARSHIP ASSISTANCE TO FAMILIES WITH A DEMONSTRATED FINANCIAL NEED. TO APPLY, PARENTS MUST COMPLETE THE PARENTS' FINANCIAL STATEMENTS (PFS) AND SUBMIT THAT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID IN PRINCETON, N.J. X X X 0 1 0 0 0 0 0 0 0 J HARRY LYNCH 203738 0 0 0 0 0 20350 0 19555 0 243643 0 0 0 PART I, LINE 4B J. HARRY LYNCH PARTICIPATED IN A 457(B) PLAN DURING THE YEAR ENDED JUNE 30, 2012. THE SCHOOL'S ACCRUED CONTRIBUTION UNDER THIS PLAN AMOUNTED TO $14,455 FOR THE YEAR ENDED JUNE 30, 2012. PATRICIA LYNCH SPOUSE OF HEADMASTER/PRESIDENT PATRICIA LYNCH IS MARRIED TO J. HARRY LYNCH, HEADMASTER AND PRESIDENT OF THE SCHOOL. PATRICIA LYNCH SERVES AS THE DIRECTOR OF ADMISSIONS AND IS COMPENSATED FOR SERVICES RENDERED IN THAT CAPACITY. 0 X 1 41931 MARKET VALUE AT DATE OF 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE SCHOOL'S BOARD OF TRUSTEES APPROVED AND FILED WITH THE SECRETARY OF THE COMMONWEALTH OF MASSACHUSETTS RESTATED THE ARTICLES OF ORGANIZATION THAT CHANGED THE SCHOOL'S LEGAL NAME TO "THE NEWMAN SCHOOL" FORM "NEWMAN PREPARATORY SCHOOL". THE NEW ARTICLES ALSO STATED THAT THE CORPORATION SHALL HAVE NO MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS REVIEWED BY A MEMBER OF THE EXECUTIVE COMMITTEE, DISCUSSED WITH OTHER MEMBERS OF THE COMMITTEE AT HIS DISCRETION, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICT OF INTERESTS FOR EXECUTIVE COMMITTEE REVIEW AND FORWARDING TO THE BOARD FOR DISCUSSION IF WARRANTED. THE SCHOOL HAS A CONFLICT OF INTEREST POLICY AND THIS IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARATIVE SALARIES FOR EMPLOYEES IN COMPARABLE POSITIONS AT SIMILARLY SIZED ORGANIZATIONS LOCATED AROUND THE SCHOOL'S GEOGRAPHIC AREA ON A REGULAR BASIS. SALARIES FOR ALL KEY EMPLOYEES ARE ESTABLISHED WITH REFERENCE TO THIS EVALUATION OF COMPARABLE SALARIES AT SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX FILINGS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE TAX FILINGS ARE ALSO AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE AND UPON REQUEST AT THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE AND UPON REQUEST AT THE SCHOOL. CHANGES TO GOVERNING DOCUMENTS SINCE LAST FORM 990 WAS FILED FORM 990, PART VI, SECTION A, LINE 4 AT A MEETING HELD SEPTEMBER 26, 2011 THE OFFICIAL NAME OF THE ORGANIZATION WAS CHANGED FROM NEWMAN PREPARATORY SCHOOL TO THE NEWMAN SCHOOL. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -81,784. PRIOR PERIOD ADJUSTMENTS: -98,300. TOTAL TO FORM 990, PART XI, LINE 5: -180,084.