NATIVITY SCHOOL OF WORCESTER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIVITY SCHOOL OF WORCESTER INC (EIN 03-0385377)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201331349349301758
- Schema version
- 2011v1.2
- 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 K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:35:20-00:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030385377 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nativity School of Worcester Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 5087990100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 Lincoln Street | AddressLine1 |
| City | Worcester | City |
| State | MA | State |
| ZIP Code | 01605 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alex Zequeira | Name |
| Title | President | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alex Zequeira | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 Lincoln Street | AddressLine1 |
| City | Worcester | City |
| State | MA | State |
| ZIP Code | 01605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2202432 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | nativityworcester.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | A tuition free independent middle school, grades 5-8 for boys living in the vulnerable, low income neighborhoods of Worcester, MA. In a structured learning environment, including 11 hour school day, an extended school year and less than 15 pupil per class-the Nativity encourages its boys to attain great academic achievement while nourishing their indiviuality, emotional growth and overall well being. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1031033 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2150887 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9175 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8255 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15189 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17648 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2612 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5859 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1058009 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2182649 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25976 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22342 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 647498 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 664038 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 128623 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 396592 | OtherExpensePriorYear |
| Other Expenses Current Year | 428010 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1070066 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1114390 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -12057 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1068259 | RevenuesLessExpensesCY |
| Total Assets BOY | 3340383 | TotalAssetsBOY |
| Total Assets EOY | 4310812 | TotalAssetsEOY |
| Total Liabilities BOY | 1972265 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1874435 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1368118 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2436377 | NetAssetsOrFundBalancesEOY |
| Mission Description | The school is an independent, tuition free, Jesuit middle school that exist to offer high quality education to boys from challenging circumstances who need extra support. In a structured and caring environment each Nativity Man is encouraged to learn, to serve and to grow to the best of his ability through the schools four pillars of strength, scholarship, character and service. Nativity supports its graduates throughout high school by closing the finance gap between scholarship and tuition. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 648378 | Expense |
| Revenue | 14114 | Revenue |
| Description | Comprehensive middle school education for economically disadvantaged boys including extended school day, extended school year, small class size, tutoring, uniforms, summer camp leadership program, school supplies, meals and social support for Nativity students. The school graduated a class of 10 students in June 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22342 | Expense |
| Grants | 22342 | Grants |
| Description | The school provides scholarships to former students to attend high schools of their choice. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 670720 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | true | 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | 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 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 23 | 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 | true | 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 | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | 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 | Alex Zequeira | NamePerson |
| Telephone Number | 5087990100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 Lincoln Street | AddressLine1 |
| City | Worcester | City |
| State | MA | State |
| ZIP Code | 01605 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Alex Zequeira | ||||||
| President | 040.00 | X | X | 52246 | 0 | 4772 |
| James Hayes SJ | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Charles Weiss PhD | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Fr John Savard SJ | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| George Eldridge | ||||||
| Trustee/Treasurer | 001.00 | X | X | 0 | 0 | 0 |
| Eric Harthun | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Robert Grenon | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| William Haylon | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| David Brunelle | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Gregory Lynch SJ | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Joel Chery | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Veronica Listerud | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Paul Reville | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Meg Florentine | ||||||
| Trustee/Secretary | 001.00 | X | X | 0 | 0 | 0 |
| Sean McGrath | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Michael Tsotsis | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Bishop Daniel P Reilly | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| George Tetler | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Chris Collins | ||||||
| Trustee/Chairman | 001.00 | X | X | 0 | 0 | 0 |
| Sean Dillon | ||||||
| Principal | 040.00 | X | 67156 | 0 | 4351 | |
| William Condron | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Steven O'Brien | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 119402 | TotalReportableCompFromOrg |
| Total Other Compensation | 9123 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 77221 | FundraisingEvents |
| All Other Contributions | 2073666 | AllOtherContributions |
| Total Contributions | 2150887 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Parental fee | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 8255 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8255 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8255 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17648 | TotalRevenueColumn |
| Exclusion | $17,648 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 19783 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 77221 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 19783 | FundraisingDirectExpenses |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5859 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5859 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5859 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2182649 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14114 | RelatedOrExemptFunctionIncome |
| Exclusion | $17,648 | 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 | 22342 | Total |
| Program Services | 22342 | 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 | 192539 | Total |
| Program Services | 72663 | ProgramServices |
| Management And General | 119876 | ManagementAndGeneral |
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 | 366076 | Total |
| Program Services | 257327 | ProgramServices |
| Management And General | 48475 | ManagementAndGeneral |
| Fundraising | 60274 | 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 | 58187 | Total |
| Program Services | 45214 | ProgramServices |
| Management And General | 10528 | ManagementAndGeneral |
| Fundraising | 2445 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47236 | Total |
| Program Services | 24875 | ProgramServices |
| Management And General | 17750 | ManagementAndGeneral |
| Fundraising | 4611 | 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 | 101 | Total |
| Management And General | 101 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16350 | Total |
| Management And General | 16350 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
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 | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61179 | Total |
| Program Services | 28158 | ProgramServices |
| Management And General | 18073 | ManagementAndGeneral |
| Fundraising | 14948 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16221 | Total |
| Program Services | 6877 | ProgramServices |
| Fundraising | 9344 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123949 | Total |
| Program Services | 123949 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35307 | Total |
| Program Services | 34595 | ProgramServices |
| Management And General | 505 | ManagementAndGeneral |
| Fundraising | 207 | 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 | 6645 | Total |
| Program Services | 5648 | ProgramServices |
| Management And General | 912 | ManagementAndGeneral |
| Fundraising | 85 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98662 | Total |
| Program Services | 98662 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22905 | Total |
| Program Services | 16297 | ProgramServices |
| Management And General | 6608 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food and Functions | 27644 | 24341 | 1586 | 1717 |
| Summer Session | 12782 | 12782 | ||
| Furniture | 1165 | 1165 | ||
| Allocation of 109,275 in occupancy cost reported in | 0 | -109275 | 74283 | 34992 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5100 | Total |
| Program Services | 5100 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1114390 | Total |
| Program Services | 670720 | ProgramServices |
| Management And General | 315047 | ManagementAndGeneral |
| Fundraising | 128623 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1085041 | BOY |
| EOY | 1777069 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112003 | BOY |
| EOY | 498367 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5876 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2409304 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 431147 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2076819 | BOY |
| EOY | 1978157 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60644 | BOY |
| EOY | 57219 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3340383 | BOY |
| EOY | 4310812 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17265 | BOY |
| EOY | 19435 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800000 | BOY |
| EOY | 1700000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155000 | BOY |
| EOY | 155000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1972265 | BOY |
| EOY | 1874435 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1005133 | BOY |
| EOY | 1475293 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340485 | BOY |
| EOY | 938584 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22500 | BOY |
| EOY | 22500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1368118 | BOY |
| EOY | 2436377 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3340383 | BOY |
| EOY | 4310812 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1068259 | ReconcilationRevenueExpenses |
| 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 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124915 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 451 | InvestmentEarningsOrLosses |
| End Of Year Balance | 125366 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124241 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 674 | InvestmentEarningsOrLosses |
| End Of Year Balance | 124915 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 123884 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 357 | InvestmentEarningsOrLosses |
| End Of Year Balance | 124241 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 123673 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 211 | InvestmentEarningsOrLosses |
| End Of Year Balance | 123884 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.82000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.18000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 234000 | OtherCostOrOtherBasis |
| Book Value | 234000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1998918 | OtherCostOrOtherBasis |
| Depreciation | 292781 | Depreciation |
| Book Value | 1706137 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 176386 | OtherCostOrOtherBasis |
| Depreciation | 138366 | Depreciation |
| Book Value | 38020 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1978157 | TotalOfBookValueLandBuildings |
| Total Revenue | 2182649 | TotalRevenue |
| Total Expenses | 1114390 | TotalExpenses |
| Excess Or Deficit For Year | 1068259 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 1068259 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2202432 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 19783 | OtherRevenues |
| Revenue Not Rptd F990 | 19783 | RevenueNotRptdF990 |
| Revenue Subtotal | 2182649 | RevenueSubtotal |
| Total Revenue Per Form990 | 2182649 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1134173 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 19783 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 19783 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1114390 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1114390 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| V | Line 4 | The Schools endowment is to support the educational program and to provide scholarships to former students who attend private high schools. |
| XII | Line 2d | Cost of the special fundraising events is included in the financial statements as an expense. Thes costs are reported net of revenue in the 990. |
| XIII | Line 2d | Cost of the special fundraising events is included in the financial statements as an expense. These costs are reported net of revenue in the 990. |
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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 6180 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 4132 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 2048 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 2048 | FoodAndBeverageEvent1 |
| Name Of Event2 | Gala | NameOfEvent2 |
| Gross Receipts Event2 | 90824 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 73089 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 17735 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 17735 | FoodAndBeverageEvent2 |
| Gross Receipts Total | 97004 | GrossReceiptsTotal |
| Charitable Contributions Total | 77221 | CharitableContributionsTotal |
| Gross Revenue Total Events | 19783 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 19783 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 19783 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships to attend high school | TypeOfGrant |
| Number Of Recipients | 32 | NumberOfRecipients |
| Amount Of Cash Grant | 22342 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | III | Identifier |
| Return Reference | Line 2 | ReturnReference |
| Explanation | The School makes scholarship grants to its former students to attend the high school of their choice. The amount of the scholarship provided is net of any other aid the student will be receiving and is paid directly to the high school they are attending. | Explanation |
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) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| Date Issued | 2008-10-08 | DateIssued |
| Issue Price | 2000000 | IssuePrice |
| Description Of Purpose | Purchase of School Building | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | true | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 2000000 | TotalProceeds |
| Amount In Reserve Fund | 28485 | AmountInReserveFund |
| Issuance Costs From Proceeds | 40000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 1931515 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | true | EngageBondCounselResearch |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | Line 7b | As described in the by-laws certain actions of the Board require the approval and consent of the Provicial of the Society of Jesus of New England as follows Appointment or removal of the President or Principal major changes to the educational policies and programs constuction or major renovations to the facilities sales, purchase or lease of land or buildings incurring debt or pledging of property. |
| Form 990 Part VI | Line 10 | The Treasurer of the School reviews the completed 990 with the Board of Trustees at one of their meetings before filing the return. |
| Form 990 Part VI | Line 15 | The Board of Trustees conducts an annual review of the President and discusses in executive session the amount of compensation that will be provided. |
| Form 990 Part VI | Line 19 | The tax returns and form 1023 as well as other organizing documents are available upon request. |
| Form 990 Part VI Section Section A Line Line 7b As described in the by-laws certain actions of the Board require the approval and consent of the Provicial of the Society of Jesus of New England as follows Appointment or removal of the President or Principal major changes to the educational policies and programs constuction or major renovations to the facilities sales, purchase or lease of land or buildings incurring debt or pledging of property. Form 990 Part VI Section Section A Line Line 10 The Treasurer of the School reviews the completed 990 with the Board of Trustees at one of their meetings before filing the return. Form 990 Part VI Section Section B Line Line 15 The Board of Trustees conducts an annual review of the President and discusses in executive session the amount of compensation that will be provided. Form 990 Part VI Section Section C Line Line 19 The tax returns and form 1023 as well as other organizing documents are available upon request. |
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