NASHOBA BROOKS SCHOOL OF CONCORD: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NASHOBA BROOKS SCHOOL OF CONCORD (EIN 04-2103947)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-12
- IRS object ID
- 201303169349304525
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T11:53:36-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QRGA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103947 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASHOBA BROOKS SCHOOL OF CONCORD INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NASH | NameControl |
| Phone | 9783694591 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAGGIE BARBUTO | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara Gonsalves | Name |
| PTIN | P01242771 | PTIN |
| Phone | 7815510040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9921036 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.Nashobabrooks.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 110 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2289294 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 927045 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8387726 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8450624 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 153550 | InvestmentIncomePriorYear |
| Investment Income Current Year | 278783 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10830570 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9656452 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 962307 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1000442 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6577544 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6197755 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 627394 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2466148 | OtherExpensePriorYear |
| Other Expenses Current Year | 2361585 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10005999 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9559782 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 824571 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 96670 | RevenuesLessExpensesCY |
| Total Assets BOY | 28404147 | TotalAssetsBOY |
| Total Assets EOY | 28920749 | TotalAssetsEOY |
| Total Liabilities BOY | 9553574 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9023121 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18850573 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19897628 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6732190 | Expense |
| Description | 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. | Description |
| Total Program Service Expense | 6732190 | 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 | true | 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 | true | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | 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 | 81 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 110 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | true | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARGARET BARBUTO | NamePerson |
| Telephone Number | 9783694591 | TelephoneNumber |
Address US AddressUS
| 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 | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD HARDY | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| DAVID TYRIE | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| JASON ROBART | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| JEFFREY DORSEY | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOSH SOLOMON | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| HILARY STEINERT | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| SHEILA SOHN | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| CONNIE NOBLE | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| PATTI SATTERTHWAITE | |||||||||
| Vice President | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| JOHN MCCLELLAN | |||||||||
| President | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| MICHAEL HASSARA | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN MORIARTY | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROBERT KRAMER | |||||||||
| Treasurer | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| WILLIAM BARRON | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| JANET BENVENUTI | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| KARLA SLADE | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| MATTHEW CROZIER | |||||||||
| Asst Secretary | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| GREG PAPPAS | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANDREA PATTON | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| PAM CALLAHAN | |||||||||
| Secretary | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| SUSIE LISA | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANNE ELTON | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| PAUL O'CONNELL | |||||||||
| Trustee | 4.00 | 0.00 | X | 0 | 0 | 0 | |||
| E KAY COWAN | |||||||||
| FORMER HEAD OF SCHOOL | 50.00 | 0.00 | 366068 | 0 | 12419 | X | |||
| DANIELLE HEARD | |||||||||
| HEAD OF SCHOOL | 50.00 | 0.00 | 182490 | 0 | 59092 | X | |||
| MAGGIE BARBUTO | |||||||||
| DIRECTOR OF FINANCE & OPERATIONS | 50.00 | 0.00 | 168000 | 0 | 18665 | X | |||
| PENELOPE JENNINGS | |||||||||
| HEAD LOWER SCHOOL | 40.00 | 0.00 | 122478 | 0 | 14296 | X | |||
| KARL KUSSIN | |||||||||
| DIR OF DEVELOPM | 40.00 | 0.00 | 130356 | 0 | 16785 | X | |||
| SUSAN WURSTER | |||||||||
| M.S. HUMANITIES | 40.00 | 0.00 | 88655 | 0 | 14636 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1058047 | TotalReportableCompFromOrg |
| Total Other Compensation | 135893 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 927045 | AllOtherContributions |
| Noncash Contributions | 142071 | NoncashContributions |
| Total Contributions | 927045 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| C) EXTENDED DAY PROGRAMS | 249767 | 249767 |
| B) ACTIVITY FEES,TUTORING | 71241 | 71241 |
| A) TUITION | 8129616 | 8129616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8450624 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 237037 | TotalRevenueColumn |
| Exclusion | $237,037 | 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 Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 306330 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 264584 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41746 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41746 | TotalRevenueColumn |
| Exclusion | $41,746 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9656452 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8450624 | RelatedOrExemptFunctionIncome |
| Exclusion | $278,783 | 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 | 1000442 | Total |
| Program Services | 1000442 | 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 | 407403 | Total |
| Program Services | 287552 | ProgramServices |
| Management And General | 101851 | ManagementAndGeneral |
| Fundraising | 18000 | 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 | 4676621 | Total |
| Program Services | 3154663 | ProgramServices |
| Management And General | 1169156 | ManagementAndGeneral |
| Fundraising | 352802 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194416 | Total |
| Program Services | 129019 | ProgramServices |
| Management And General | 48604 | ManagementAndGeneral |
| Fundraising | 16793 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542524 | Total |
| Program Services | 382902 | ProgramServices |
| Management And General | 135631 | ManagementAndGeneral |
| Fundraising | 23991 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376791 | Total |
| Program Services | 263401 | ProgramServices |
| Management And General | 94198 | ManagementAndGeneral |
| Fundraising | 19192 | 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 | 0 | Total |
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 | 44319 | Total |
| Management And General | 22159 | ManagementAndGeneral |
| Fundraising | 22160 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 430718 | Total |
| Program Services | 304828 | ProgramServices |
| Management And General | 107369 | ManagementAndGeneral |
| Fundraising | 18521 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 146563 | Total |
| Program Services | 109922 | ProgramServices |
| Management And General | 36641 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 641592 | Total |
| Program Services | 466437 | ProgramServices |
| Management And General | 160398 | ManagementAndGeneral |
| Fundraising | 14757 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| ACCOUNTING & LEGAL FEES | 95022 | 95022 | ||
| EQUIPMENT RENTAL & REPAIR | 130002 | 32532 | 93474 | 3996 |
| OTHER INSTRUCTIONAL SUPPORT | 195804 | 27648 | 168156 | |
| LUNCH PROGRAM | 261268 | 261268 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416297 | Total |
| Program Services | 110126 | ProgramServices |
| Management And General | 168989 | ManagementAndGeneral |
| Fundraising | 137182 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9559782 | Total |
| Program Services | 6732190 | ProgramServices |
| Management And General | 2200198 | ManagementAndGeneral |
| Fundraising | 627394 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4842699 | BOY |
| EOY | 2342985 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614384 | BOY |
| EOY | 618186 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 775197 | BOY |
| EOY | 503831 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1128952 | BOY |
| EOY | 779588 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56548 | BOY |
| EOY | 47647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20580767 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7559332 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11273663 | BOY |
| EOY | 13021435 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9712704 | BOY |
| EOY | 11557077 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28404147 | BOY |
| EOY | 28920749 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1345488 | BOY |
| EOY | 741787 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4549418 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3697135 | BOY |
| EOY | 3625014 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4510951 | BOY |
| EOY | 106902 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9553574 | BOY |
| EOY | 9023121 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12818639 | BOY |
| EOY | 13052252 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5102556 | BOY |
| EOY | 5911895 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 929378 | BOY |
| EOY | 933481 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18850573 | BOY |
| EOY | 19897628 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28404147 | BOY |
| EOY | 28920749 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 96670 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 950385 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9712704 | BeginningOfYearBalance |
| Contributions | 1279846 | Contributions |
| Investment Earnings Or Losses | 1222830 | InvestmentEarningsOrLosses |
| Other Expenditures | 658303 | OtherExpenditures |
| End Of Year Balance | 11557077 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8942167 | BeginningOfYearBalance |
| Contributions | 754732 | Contributions |
| Investment Earnings Or Losses | 15805 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9712704 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6748713 | BeginningOfYearBalance |
| Contributions | 853029 | Contributions |
| Investment Earnings Or Losses | 1605754 | InvestmentEarningsOrLosses |
| Other Expenditures | 265329 | OtherExpenditures |
| End Of Year Balance | 8942167 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6241060 | BeginningOfYearBalance |
| Contributions | 77994 | Contributions |
| Investment Earnings Or Losses | 687554 | InvestmentEarningsOrLosses |
| Other Expenditures | 257895 | OtherExpenditures |
| End Of Year Balance | 6748713 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6923061 | BeginningOfYearBalance |
| Contributions | 395186 | Contributions |
| Investment Earnings Or Losses | -1077187 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6241060 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.48000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.44000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2267005 | OtherCostOrOtherBasis |
| Book Value | 2267005 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17211056 | OtherCostOrOtherBasis |
| Depreciation | 6812685 | Depreciation |
| Book Value | 10398371 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36713 | OtherCostOrOtherBasis |
| Depreciation | 29647 | Depreciation |
| Book Value | 7066 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1065993 | OtherCostOrOtherBasis |
| Depreciation | 717000 | Depreciation |
| Book Value | 348993 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13021435 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LEASES PAYABLE | $56,902 |
| DEFERRED COMPENSATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 106902 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10606837 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 950385 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 950385 | RevenueNotRptdF990 |
| Revenue Subtotal | 9656452 | RevenueSubtotal |
| Total Revenue Per Form990 | 9656452 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9559782 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 9559782 | ExpensesSubtotal |
| Total Expenses Per Form990 | 9559782 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | 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 2009, following administrative practice of the taxing authorities, are no longer subject to review. |
| Part V, Line 4 | 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 |
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 | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | A non-discrimination policy is published in the Boston Globe by the National Association of Independent Schools, of which the organization is a member. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL ASSISTANCE FOR TUITION AND AFTERSCHOOL PROGRAM | TypeOfGrant |
| Number Of Recipients | 60 | NumberOfRecipients |
| Amount Of Cash Grant | 1000442 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| MAGGIE BARBUTO | |||||
| DIRECTOR OF FINANCE & OPERATIONS | 167477 | 523 | 8987 | 9678 | 186665 |
| E KAY COWAN | |||||
| FORMER HEAD OF SCHOOL | 365822 | 246 | 8552 | 3867 | 378487 |
| DANIELLE HEARD | |||||
| HEAD OF SCHOOL | 182165 | 325 | 59092 | 241582 | |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Tony Lisa | |||
| SEE PART V | 173000 | LANDSCAPING/PLOWING | false |
| JOHN MORIARTY | |||
| TRUSTEE | 206000 | GENERAL CONTRACTOR SERVICE | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | JOHN MORIARTY IS THE OWNER OF JOHN MORIARTY & ASSOCIATES (JMA) AND IS ALSO ON THE BOARD OF TRUSTEES. JMA PERFORMED CONSTRUCTION SERVICES FOR THE SCHOOL DURING THE FISCAL YEAR.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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 142072 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | THE SCHOOL USES A BROKER WHO ACCEPTS GIFTS OF SECURITIES AND SELLS THEM. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | 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. |
| Form 990, Part VI, Line 15b | 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 12c | 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 11b | 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. |
| 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. |
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