BOSTON TRINITY ACADEMY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON TRINITY ACADEMY INC (EIN 04-3580876)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201301339349303560
- Schema version
- 2011v1.5
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T14:05:54-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 CAUSEWAY STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043580876 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston Trinity Academy | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ANN CONNORS | InCareOfName |
| Name Control | BOST | NameControl |
| Phone | 6173643700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Hale Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK GUERRA | Name |
| Title | HEADMASTER | Title |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laura Kenney | Name |
| Phone | 6177237900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Frank Guerra | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Hale Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4383754 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.bostontrinity.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | To educate with a Christian worldview and high academic achievement. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 48 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 770811 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 589046 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3231256 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3719124 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10059 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4295 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 61077 | OtherRevenuePriorYear |
| Other Revenue Current Year | 50889 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4073203 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4363354 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1183780 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1366110 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1903921 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2199586 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 178108 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 895659 | OtherExpensePriorYear |
| Other Expenses Current Year | 742933 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3983360 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4308629 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 89843 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 54725 | RevenuesLessExpensesCY |
| Total Assets BOY | 7729691 | TotalAssetsBOY |
| Total Assets EOY | 7882384 | TotalAssetsEOY |
| Total Liabilities BOY | 4626481 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4721643 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3103210 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3160741 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EDUCATE STUDENTS ON THE BASIS OF A CHRISTIAN WORLDVIEW AND TO PROMOTE HIGH ACADEMIC ACHIEVEMENT AND CHARACTER DEVELOPMENT FOUNDED ON THE LOVE OF JESUS CHRIST. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3789225 | Expense |
| Grants | 1366110 | Grants |
| Revenue | 3719124 | Revenue |
| Description | Boston Trinity Academy held classes during the year serving 235 students across grades 6-12. These college-prepatory classes include math, science, history, english, humanities, etc. | Description |
| Total Program Service Expense | 3789225 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 48 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANN CONNORS | NamePerson |
| Telephone Number | 6173643700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HALE STREET | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Frank Guerra | ||||||
| Headmaster | 60.0 | X | X | 97791 | 0 | 17922 |
| Alexander Hurt | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Celena Smith | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Jeff Mitchell | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| John Zvara | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Nancy Bradley | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Preston Mason | ||||||
| Vice Chairman | 1.0 | X | 0 | 0 | 0 | |
| Kent Forkner | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Samuel Acevedo | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Helen Layman | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Walter Weld | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Joel Collins | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Ravi Ravichandran | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| John Tocci | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Barbara Shingleton | ||||||
| Vice Treasurer | 1.0 | X | X | 0 | 0 | 0 |
| Doug Vassos | ||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 |
| Kevin Parke | ||||||
| Treasurer | 35.0 | X | X | 0 | 0 | 0 |
| Robert Bradley | ||||||
| Chairman | 35.0 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 97791 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17922 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 9920 | FundraisingEvents |
| All Other Contributions | 579126 | AllOtherContributions |
| Noncash Contributions | 75780 | NoncashContributions |
| Total Contributions | 589046 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 900099 | 3638774 | 3638774 |
| FEES | 900099 | 80350 | 80350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3719124 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4295 | TotalRevenueColumn |
| Exclusion | $4,295 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9475 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9920 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 20400 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10925 | TotalRevenueColumn |
| Exclusion | -$10,925 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total Revenue Column | 61814 | TotalRevenueColumn |
| Exclusion | $61,814 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 61814 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4363354 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3719124 | RelatedOrExemptFunctionIncome |
| Exclusion | $55,184 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1366110 | Total |
| Program Services | 1366110 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115713 | Total |
| Program Services | 57857 | ProgramServices |
| Management And General | 28928 | ManagementAndGeneral |
| Fundraising | 28928 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1686192 | Total |
| Program Services | 1399539 | ProgramServices |
| Management And General | 168619 | ManagementAndGeneral |
| Fundraising | 118034 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243102 | Total |
| Program Services | 201775 | ProgramServices |
| Management And General | 24310 | ManagementAndGeneral |
| Fundraising | 17017 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154579 | Total |
| Program Services | 128301 | ProgramServices |
| Management And General | 15458 | ManagementAndGeneral |
| Fundraising | 10820 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12120 | Total |
| Management And General | 12120 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8419 | Total |
| Program Services | 8140 | ProgramServices |
| Management And General | 199 | ManagementAndGeneral |
| Fundraising | 80 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8207 | Total |
| Program Services | 6812 | ProgramServices |
| Management And General | 821 | ManagementAndGeneral |
| Fundraising | 574 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1897 | Total |
| Program Services | 1575 | ProgramServices |
| Fundraising | 322 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120181 | Total |
| Program Services | 102154 | ProgramServices |
| Management And General | 18027 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166749 | Total |
| Program Services | 125062 | ProgramServices |
| Management And General | 41687 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19382 | Total |
| Program Services | 19382 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| UTILITIES | 65466 | 58919 | 6547 |
| OTHER PROGRAM EXPENSES | 70176 | 65668 | 4508 |
| ATHLETICS | 51635 | 51635 | |
| REPAIRS & MAINTENANCE | 55536 | 49982 | 5554 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163165 | Total |
| Program Services | 146314 | ProgramServices |
| Management And General | 14518 | ManagementAndGeneral |
| Fundraising | 2333 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4308629 | Total |
| Program Services | 3789225 | ProgramServices |
| Management And General | 341296 | ManagementAndGeneral |
| Fundraising | 178108 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592 | BOY |
| EOY | 536 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801864 | BOY |
| EOY | 1028383 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29793 | BOY |
| EOY | 33240 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30222 | BOY |
| EOY | 28934 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7484343 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 987315 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6582145 | BOY |
| EOY | 6497028 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285075 | BOY |
| EOY | 294263 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7729691 | BOY |
| EOY | 7882384 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153809 | BOY |
| EOY | 166482 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572814 | BOY |
| EOY | 819883 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3899858 | BOY |
| EOY | 3735278 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4626481 | BOY |
| EOY | 4721643 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2569024 | BOY |
| EOY | 3160741 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534186 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3103210 | BOY |
| EOY | 3160741 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7729691 | BOY |
| EOY | 7882384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 54725 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2806 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2860987 | OtherCostOrOtherBasis |
| Book Value | 2860987 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4208797 | OtherCostOrOtherBasis |
| Depreciation | 658991 | Depreciation |
| Book Value | 3549806 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 414559 | OtherCostOrOtherBasis |
| Depreciation | 328324 | Depreciation |
| Book Value | 86235 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6497028 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 4363354 | TotalRevenue |
| Total Expenses | 4308629 | TotalExpenses |
| Excess Or Deficit For Year | 54725 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2806 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2806 | TotalAdjustments |
| Excess Or Deficit Per FS | 57531 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3020450 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2806 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2806 | RevenueNotRptdF990 |
| Revenue Subtotal | 3017644 | RevenueSubtotal |
| Other Revenues Not Included | 1345710 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1345710 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4363354 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2962919 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2962919 | ExpensesSubtotal |
| Other Expenses Not Included | 1345710 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1345710 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4308629 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Uncertain Tax Positions | Schedule D, Part X, Line 2 | The Academy is recognized as an organization exempt from Federal income tax under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for Federal or state income taxes has been made in these financial statements. The Academy recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The Academy's income tax returns are subject to examination by the appropriate taxing jurisdictions. As of June 30, 2012 the Academy's Federal and state tax returns remain open for the last three years. |
| Supplemental Description - Other | Schedule D, Part XII, Line 4b | Financial Aid Netted With Tuition Revenue $1,366,110 Fundraising Expenses Included with Revenue (20,400) ----------- $1,345,710 |
| Supplemental Description - Other | Schedule D, Part XIII, Line 4b | Financial Aid Netted With Tuition Revenue $1,366,110 Fundraising Expenses Included with Revenue (20,400) ----------- $1,345,710 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Publication of Racially Nondiscriminatory Policy | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | The organization publicized its racially nondiscriminatory policy in the Boston Globe. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Schol. Fund. | NameOfEvent1 |
| Gross Receipts Event1 | 19395 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9920 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9475 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3360 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 13004 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1573 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2463 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 19395 | GrossReceiptsTotal |
| Charitable Contributions Total | 9920 | CharitableContributionsTotal |
| Gross Revenue Total Events | 9475 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3360 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 13004 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1573 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2463 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20400 | DirectExpenseSummaryEvents |
| Net Income Summary | -10925 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Students financial aid | TypeOfGrant |
| Number Of Recipients | 157 | NumberOfRecipients |
| Amount Of Cash Grant | 1366110 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | monitoring of grant funds | Identifier |
| Return Reference | schedule i, part i, line 2 | ReturnReference |
| Explanation | The organization offers financial aid/scholarship that reduces the amount of tuition that a family pays. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | NA | NameOfInterestedPerson |
| Relationship With Organization | N/A | RelationshipWithOrganization |
| Amount Of Grant | 16900 | AmountOfGrant |
| Type Of Assistance | financial aid | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Rebekah Guerra | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | spouse of headmaster | Relationship |
| Amount Of Transaction | 63285 | AmountOfTransaction |
| Description Of Transaction | salary | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 75780 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Delegation of Authority | Form 990, Part VI, Line 1a | Board established executive committee with authority to act from time to time on behalf of the board of trustees. |
| Family Relationships | Form 990, Part VI, Line 2 | Family Relationship: Robert Bradley, Chairman & Nancy Bradley, Board Member. |
| Form 990 Review Process | Form 990, Part VI, Line 11b | Management and tax advisors from a national accounting firm review the return. Chairman of the board reviews and makes copies available to members of the board at the meeting before filing takes place. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c | The conflict of interest policy is reviewed annually by the board. If a family member is being considered for employment the board must vote unanimously on the hire. Board members recuse themselves if there is any conflict of interest. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a | The Process for determining the compensation for top management includes a review of comparable benchmarks with private/public schools and approval by the board of directors. The review and discussion is a part of board minutes. The review is done annually at the February meeting. |
| Process for Determining Compensation | Form 990, Part VI, Line 15b | The Process for determining the compensation for top management includes a review of comparable benchmarks with private/public schools and approval by the board of directors. The review and discussion is a part of board minutes. The review is done annually at the February meeting. |
| How Documents are Made Available to the Public | Form 990, Part VI, Line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Other changes in net assets or fund balances | Form 990, Part XI, line 5 | Unrealized gain on securities $2,806 |
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