BRIMMER & MAY SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRIMMER & MAY SCHOOL (EIN 04-2103935)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201320449349301202
- 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 J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T13:26:10-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042943536 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tonneson & Company CPAs PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1 |
| City | Wakefield | City |
| State | MA | State |
| ZIP Code | 018806208 | 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 | 042103935 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brimmer and May School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIM | NameControl |
| Phone | 6175667462 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Middlesex Road | AddressLine1 |
| City | Chestnut Hill | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James H Orr Jr | Name |
| Title | Treasurer | Title |
| Phone | 6175667462 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia P Almquist | Name |
| PTIN | P01309212 | PTIN |
| Phone | 7812459999 | Phone |
| Date Prepared | 2013-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James H Orr Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Middlesex Road | AddressLine1 |
| City | Chestnut Hill | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13884339 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.brimmer.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1939 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Brimmer and May is an inclusive, caring community committed to maintaining high academic standards while implementing innovative educational ideas. The School promotes active learning by challenging students to think and work independently and collaboratively; to approach learning with joy and confidence; to develop problem solving, critical thinking, and analytical skills; to use emerging technologies effectively; to explore their curiosity and expand their creativity; to strive for their personal best; and to pursue health and well-being. We uphold our core values of respect, responsibility, honesty, and kindness and embrace diversity and global awareness. Our objective is to develop informed, engaged, and ethical citizens and leaders for the global community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 207 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 575307 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 543922 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12564955 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13186038 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1667755 | InvestmentIncomePriorYear |
| Investment Income Current Year | 55817 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36900 | OtherRevenuePriorYear |
| Other Revenue Current Year | 65149 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14844917 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13850926 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2514944 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2553213 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7925025 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8306963 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 383909 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4125377 | OtherExpensePriorYear |
| Other Expenses Current Year | 3795115 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14565346 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14655291 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 279571 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -804365 | RevenuesLessExpensesCY |
| Total Assets BOY | 33626437 | TotalAssetsBOY |
| Total Assets EOY | 33131534 | TotalAssetsEOY |
| Total Liabilities BOY | 15937438 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16492741 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17688999 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16638793 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Brimmer and May is an inclusive, caring community committed to maintaining high academic standards while implementing innovative educational ideas. The School promotes active learning by challenging students to think and work independently and collaboratively; to approach learning with joy and confidence; to develop problem solving, critical thinking, and analytical skills; to use emerging technologies effectively; to explore their curiosity and expand their creativity; to strive for their personal best; and to pursue health and well-being. We uphold our core values of respect, responsibility, honesty, and kindness and embrace diversity and global awareness. Our objective is to develop informed, engaged, and ethical citizens and leaders for the global community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11075658 | Expense |
| Revenue | 13186038 | Revenue |
| Description | The School provides a quality educational experience for students to prepare them for advanced degrees and gainful vocations. | Description |
| Total Program Service Expense | 11075658 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 207 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 0 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James H Orr Jr Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175667462 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Middlesex Road | AddressLine1 |
| City | Chestnut Hill | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Anne Reenstierna | ||||||||
| Head of School | 40.00 | X | 237230 | 0 | 72203 | |||
| Jeffrey Black | ||||||||
| Chairman | 10.00 | X | 0 | 0 | 0 | X | ||
| Patrick Byrne | ||||||||
| Co-Vice Chairman | 10.00 | X | 0 | 0 | 0 | X | ||
| John Fitzgerald | ||||||||
| Co-Vice Chairman | 10.00 | X | 0 | 0 | 0 | X | ||
| James Orr Jr | ||||||||
| Treasurer | 10.00 | X | 0 | 0 | 0 | X | ||
| Judith Wyman | ||||||||
| Clerk | 2.00 | X | 0 | 0 | 0 | X | ||
| Mollye Block | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Eleanor Hoey Bright | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Peter Brown | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Susie Durocher | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Jennifer Mugar Flaherty | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Gail Gabriel | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Paul Gibbons | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Adam Hetnarski | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Kenyon Bissell Grogan | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Bernard Kaplan | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Olivia Kistner | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| David Kreisler | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Howard Leeder | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Michael Price | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Lawrence Siff | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Linda Shapiro Waintrup | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Stephen Weber | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Timothy Wright | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Judith Guild | ||||||||
| Associate Head of School | 40.00 | 214853 | 0 | 33878 | X | |||
| Peter Gordon | ||||||||
| Director of Middle School | 40.00 | 104775 | 0 | 10263 | X | |||
| Thomas Fuller | ||||||||
| Director of Lower School | 40.00 | 104442 | 0 | 18289 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 661300 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 134633 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 543922 | AllOtherContributions |
| Total Contributions | 543922 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611600 | 12467773 | 12467773 |
| Auxiliary revenue | 611600 | 718265 | 718265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13186038 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55817 | TotalRevenueColumn |
| Exclusion | $55,817 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 98562 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 33413 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65149 | TotalRevenueColumn |
| Exclusion | $65,149 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13850926 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13186038 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $120,966 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2553213 | Total |
| Program Services | 2553213 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516100 | Total |
| Management And General | 516100 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6423725 | Total |
| Program Services | 4894060 | ProgramServices |
| Management And General | 1277185 | ManagementAndGeneral |
| Fundraising | 252480 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242162 | Total |
| Program Services | 144800 | ProgramServices |
| Management And General | 91942 | ManagementAndGeneral |
| Fundraising | 5420 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635246 | Total |
| Program Services | 454751 | ProgramServices |
| Management And General | 180094 | ManagementAndGeneral |
| Fundraising | 401 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489730 | Total |
| Program Services | 361425 | ProgramServices |
| Management And General | 112596 | ManagementAndGeneral |
| Fundraising | 15709 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180580 | Total |
| Program Services | 162611 | ProgramServices |
| Management And General | 17969 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1038639 | Total |
| Program Services | 934775 | ProgramServices |
| Management And General | 103864 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98444 | Total |
| Program Services | 35851 | ProgramServices |
| Management And General | 62593 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Supplies and other expe | 664885 | 463969 | 200916 |
| Athletic supplies and e | 281228 | 281228 | |
| Utilities | 240581 | 216523 | 24058 |
| Repairs and maintenance | 216135 | 194521 | 21614 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1074623 | Total |
| Program Services | 377931 | ProgramServices |
| Management And General | 586793 | ManagementAndGeneral |
| Fundraising | 109899 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14655291 | Total |
| Program Services | 11075658 | ProgramServices |
| Management And General | 3195724 | ManagementAndGeneral |
| Fundraising | 383909 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002693 | BOY |
| EOY | 1755037 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 579486 | BOY |
| EOY | 662492 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1297588 | BOY |
| EOY | 1053806 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340316 | BOY |
| EOY | 175078 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192425 | BOY |
| EOY | 222062 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29304721 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10195873 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19859878 | BOY |
| EOY | 19108848 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10081471 | BOY |
| EOY | 9890950 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272580 | BOY |
| EOY | 263261 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33626437 | BOY |
| EOY | 33131534 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1016344 | BOY |
| EOY | 1061246 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2257094 | BOY |
| EOY | 2767495 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12664000 | BOY |
| EOY | 12664000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15937438 | BOY |
| EOY | 16492741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11263218 | BOY |
| EOY | 10278373 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2391222 | BOY |
| EOY | 2080042 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4034559 | BOY |
| EOY | 4280378 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17688999 | BOY |
| EOY | 16638793 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33626437 | BOY |
| EOY | 33131534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -804365 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -245841 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 4326330 | BeginningOfYearBalance |
| Contributions | 200763 | Contributions |
| Investment Earnings Or Losses | 8025 | InvestmentEarningsOrLosses |
| Other Expenditures | 82711 | OtherExpenditures |
| End Of Year Balance | 4452407 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4146386 | BeginningOfYearBalance |
| Contributions | 11440 | Contributions |
| Investment Earnings Or Losses | 200947 | InvestmentEarningsOrLosses |
| Other Expenditures | 32443 | OtherExpenditures |
| End Of Year Balance | 4326330 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3674970 | BeginningOfYearBalance |
| Contributions | 101000 | Contributions |
| Investment Earnings Or Losses | 416537 | InvestmentEarningsOrLosses |
| Other Expenditures | 46121 | OtherExpenditures |
| End Of Year Balance | 4146386 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2704447 | BeginningOfYearBalance |
| Contributions | 1250856 | Contributions |
| Investment Earnings Or Losses | -175699 | InvestmentEarningsOrLosses |
| Other Expenditures | 104634 | OtherExpenditures |
| End Of Year Balance | 3674970 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.91400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08600 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3992451 | OtherCostOrOtherBasis |
| Book Value | 3992451 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22626035 | OtherCostOrOtherBasis |
| Depreciation | 7970245 | Depreciation |
| Book Value | 14655790 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2449249 | OtherCostOrOtherBasis |
| Depreciation | 2032406 | Depreciation |
| Book Value | 416843 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 236986 | OtherCostOrOtherBasis |
| Depreciation | 193222 | Depreciation |
| Book Value | 43764 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19108848 | TotalOfBookValueLandBuildings |
| Total Revenue | 13850926 | TotalRevenue |
| Total Expenses | 14655291 | TotalExpenses |
| Excess Or Deficit For Year | -804365 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -245841 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -245841 | TotalAdjustments |
| Excess Or Deficit Per FS | -1050206 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11241896 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -2553213 | OtherRevenues |
| Revenue Not Rptd F990 | -2553213 | RevenueNotRptdF990 |
| Revenue Subtotal | 13795109 | RevenueSubtotal |
| Other Revenues Not Included | 55817 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 55817 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13850926 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12292102 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 245841 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 245841 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12046261 | ExpensesSubtotal |
| Other Expenses Not Included | 2609030 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2609030 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14655291 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment funds are assets of the School that are invested to provide support to the School. A portion of the investment return is utilized to support the School's operations in fulfillment of its mission and a portion to enhance and maintain the purchasing capacity of the permanently restricted net assets. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | In accordance with Section 501(c)(3) of the Internal Revenue Code, the School is exempt from federal and state income taxes and, accordingly, the financial statements do not reflect a provision for income taxes. These determinations have been reviewed according to guidance in a recent Financial Accounting Standards Board pronouncement related to accounting for uncertainty in income taxes. In determining the recognition of uncertain tax positions, the School now applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon the ultimate settlement with taxing authorities. As of June 30, 2012, the School has no uncertain tax positions that qualify for either recognition in or disclosure in the financial statements. |
| Part XII, Line 2d - Other Adjustments: | Financial aid -2,553,213. | |
| Part XII, Line 4b - Other Adjustments: | Interest and dividend income 55,817. | |
| Part XIII, Line 2d - Other Adjustments: | Unrealized loss 245,841. | |
| Part XIII, Line 4b - Other Adjustments: | Financial aid 2,553,213. Interest and dividend income 55,817. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Nondiscriminatory Policy Publication | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | The notice of nondiscriminatory policy toward students is published annually in The Boston Globe. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 98562 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 98562 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 33413 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 98562 | GrossReceiptsTotal |
| Gross Revenue Total Events | 98562 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 33413 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33413 | DirectExpenseSummaryEvents |
| Net Income Summary | 65149 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Financial aid | TypeOfGrant |
| Number Of Recipients | 122 | NumberOfRecipients |
| Amount Of Cash Grant | 2538713 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: A committee determines how to apportion the available financial aid funds among the families that apply. All aid is based on need, as demonstrated by the financial aid forms the family submits. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anne Reenstierna | |||||||||||||
| 237230 | 0 | 0 | 0 | 0 | 0 | 15349 | 0 | 56854 | 0 | 309433 | 0 | 0 | 0 |
| Judith Guild | |||||||||||||
| 214853 | 0 | 0 | 0 | 0 | 0 | 14788 | 0 | 19090 | 0 | 248731 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Issued | 2010-10-01 | DateIssued |
| Issue Price | 12664000 | IssuePrice |
| Description Of Purpose | Defeasance of 2005 bond, repayment of mortgage, reimbursement for art center | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 12664000 | TotalProceeds |
| Issuance Costs From Proceeds | 279569 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 12384431 | WorkingCapitalExpenditures |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Treasurer reviews the Form 990 to ensure that it is complete and accurate. The Audit Committee then reviews the Form 990 in its complete form and authorizes it to be signed by the Treasurer and filed with the IRS. The Form 990 is distributed in a secure electronic format to the full governing body with Schedule B redacted. | |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy is regularly and consistently monitored by the Board of Trustees. Compliance with the policy is enforced by the Governing Board, which informs new trustees and committee appointees of its policy and requires disclosure both upon initial election and appointment as well as upon all subsequent re-elections and re-appointments. | |
| Form 990, Part VI, Section B, line 15 | The School has a compensation committee that determines the compensation for both the Head of School and Associate Head of School. Compensation is determined by the Compensation Committee, which is comprised of independent members of the Board of Trustees utilizing comparative data obtained from the National Association of Independent Schools (NAIS). | |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy and financial statements of the School are made available to the public upon request. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -245,841. | Changes in Net Assets or Fund Balances: |
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