BOSTON TRINITY ACADEMY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON TRINITY ACADEMY INC (EIN 04-3580876)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-11
- IRS object ID
- 201343169349302119
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T13:04:45-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042684828 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEELEY & DRISCOLL PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PORTLAND STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043580876 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON TRINITY ACADEMY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOST | NameControl |
| Phone | 6173643700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HALE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK GUERRA | Name |
| Title | PRESIDENT/HEADMASTER | Title |
| Phone | 6173643700 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN GAROFALO | Name |
| PTIN | P00744592 | PTIN |
| Phone | 6177427788 | 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) |
|---|---|---|
| Name Of Principal Officer Person | FRANK GUERRA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HALE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4481421 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BOSTONTRINITY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE WITH A CHRISTIAN WORLDVIEW AND HIGH ACADEMIC ACHIEVEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 47 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 589046 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 680525 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3719124 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3586565 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4295 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14756 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 50889 | OtherRevenuePriorYear |
| Other Revenue Current Year | 174077 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4363354 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4455923 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1366110 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1250066 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2199586 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2403550 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 174202 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 742933 | OtherExpensePriorYear |
| Other Expenses Current Year | 746624 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4308629 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4400240 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 54725 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 55683 | RevenuesLessExpensesCY |
| Total Assets BOY | 7882384 | TotalAssetsBOY |
| Total Assets EOY | 7621026 | TotalAssetsEOY |
| Total Liabilities BOY | 4721643 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4385638 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3160741 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3235388 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EDUCATE STUDENTS FROM DIVERSE BACKGROUNDS IN AN ACADEMICALLY DEMANDING CHRIST-CENTERED COMMUNITY, INSPIRING THEM TO LEAD LIVES OF FAITH, INTEGRITY & SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3850563 | Expense |
| Grants | 1250066 | Grants |
| Revenue | 3586565 | Revenue |
| Description | BOSTON TRINITY ACADEMY HELD CLASSES DURING THE YEAR SERVING 219 STUDENTS ACROSS GRADES 6-12. THESE COLLEGE-PREPARATORY CLASSES INCLUDING MATH, SCIENCE, HISTORY, ENGLISH, HUMANITIES, ETC. | Description |
| Total Program Service Expense | 3850563 | 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 | 0 | 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 | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 47 | 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 | 0 | QuidProQuoContributions |
| 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | 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 | 0 | 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 | ANN CONNORS BUSINESS DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173643700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HALE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SAMUEL ACEVEDO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DIANA BENNETT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NANCY BRADLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOEL COLLINS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DALEXANDER EWING | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KENT FORKNER | ||||||
| TREASURER | 35.00 | X | 0 | 0 | 0 | X |
| JEANNINE HODGE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| R PRESTON MASON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KEVIN PARKE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RAVI RAVICHANDRAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARBARA SHINGLETON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RONALD SILVESTRI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CELENA SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN TOCCI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS VASSOS | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| WALTER WELD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN ZVARA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT BRADLEY | ||||||
| CHAIRMAN | 35.00 | X | 0 | 0 | 0 | X |
| FRANK GUERRA | ||||||
| HEADMASTER | 60.00 | X | 107971 | 0 | 19411 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 107971 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19411 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 61938 | FundraisingEvents |
| All Other Contributions | 618587 | AllOtherContributions |
| Noncash Contributions | 51907 | NoncashContributions |
| Total Contributions | 680525 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 900099 | 3510000 | 3510000 |
| FEES | 900099 | 76565 | 76565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3586565 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14756 | TotalRevenueColumn |
| Exclusion | $14,756 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 26202 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 61938 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 25498 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 704 | TotalRevenueColumn |
| Exclusion | $704 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 173373 | TotalRevenueColumn |
| Related Or Exempt Function Income | 173373 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 173373 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4455923 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3759938 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $15,460 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250066 | Total |
| Program Services | 1250066 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107971 | Total |
| Program Services | 53985 | ProgramServices |
| Management And General | 26993 | ManagementAndGeneral |
| Fundraising | 26993 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1820173 | Total |
| Program Services | 1539584 | ProgramServices |
| Management And General | 174432 | ManagementAndGeneral |
| Fundraising | 106157 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314037 | Total |
| Program Services | 260651 | ProgramServices |
| Management And General | 34544 | ManagementAndGeneral |
| Fundraising | 18842 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161369 | Total |
| Program Services | 133936 | ProgramServices |
| Management And General | 17751 | ManagementAndGeneral |
| Fundraising | 9682 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16851 | Total |
| Management And General | 16851 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11052 | Total |
| Management And General | 8031 | ManagementAndGeneral |
| Fundraising | 3021 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5436 | Total |
| Program Services | 1631 | ProgramServices |
| Management And General | 2718 | ManagementAndGeneral |
| Fundraising | 1087 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9810 | Total |
| Program Services | 7357 | ProgramServices |
| Management And General | 2453 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1778 | Total |
| Program Services | 629 | ProgramServices |
| Management And General | 366 | ManagementAndGeneral |
| Fundraising | 783 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115110 | Total |
| Program Services | 97844 | ProgramServices |
| Management And General | 17266 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170011 | Total |
| Program Services | 127509 | ProgramServices |
| Management And General | 42502 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26153 | Total |
| Program Services | 26153 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER PROGRAM EXPENSES | 88499 | 82814 | 5685 |
| UTILITIES | 67234 | 60510 | 6724 |
| ATHLETICS | 58909 | 58909 | |
| REPAIRS AND MAINTENANCE | 31651 | 28486 | 3165 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144130 | Total |
| Program Services | 120499 | ProgramServices |
| Management And General | 15994 | ManagementAndGeneral |
| Fundraising | 7637 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4400240 | Total |
| Program Services | 3850563 | ProgramServices |
| Management And General | 375475 | ManagementAndGeneral |
| Fundraising | 174202 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536 | BOY |
| EOY | 536 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1028383 | BOY |
| EOY | 885101 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33240 | BOY |
| EOY | 47517 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28934 | BOY |
| EOY | 33618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7517709 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1157326 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6497028 | BOY |
| EOY | 6360383 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294263 | BOY |
| EOY | 293871 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7882384 | BOY |
| EOY | 7621026 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166482 | BOY |
| EOY | 184768 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 819883 | BOY |
| EOY | 635243 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3735278 | BOY |
| EOY | 3565627 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4721643 | BOY |
| EOY | 4385638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3160741 | BOY |
| EOY | 3235388 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3160741 | BOY |
| EOY | 3235388 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7882384 | BOY |
| EOY | 7621026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 55683 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 18964 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2860987 | OtherCostOrOtherBasis |
| Book Value | 2860987 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4222428 | OtherCostOrOtherBasis |
| Depreciation | 775361 | Depreciation |
| Book Value | 3447067 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 240505 | OtherCostOrOtherBasis |
| Depreciation | 220579 | Depreciation |
| Book Value | 19926 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 193789 | OtherCostOrOtherBasis |
| Depreciation | 161386 | Depreciation |
| Book Value | 32403 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6360383 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3250319 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 18964 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 18964 | RevenueNotRptdF990 |
| Revenue Subtotal | 3231355 | RevenueSubtotal |
| Other Revenues Not Included | 1224568 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1224568 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4455923 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3175672 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3175672 | ExpensesSubtotal |
| Other Expenses Not Included | 1224568 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1224568 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4400240 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ACADEMY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ENTITY DESCRIBED IN SECTION 501(C)3. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ACADEMY HAS BEEN DETERMINED TO BE OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. TAX YEARS FROM JUNE 30, 2009 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES INCLUDED WITH REVENUE -25,498. FINANCIAL AID NETTED WITH TUITION REVENUE 1,250,066. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED WITH TUITION REVENUE 1,250,066. FUNDRAISING EXPENSES INCLUDED WITH REVENUE -25,498. |
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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE BOSTON GLOBE |
| EXPLANATION OF RACIAL NONDISCRIMINATION COMPLIANCE | SCHEDULE E, PART I, LINE 7 | THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE BOSTON GLOBE. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SCHOL. FUND. | NameOfEvent1 |
| Gross Receipts Event1 | 88140 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 61938 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26202 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4200 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 16254 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1966 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 3078 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 88140 | GrossReceiptsTotal |
| Charitable Contributions Total | 61938 | CharitableContributionsTotal |
| Gross Revenue Total Events | 26202 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4200 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16254 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1966 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 3078 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25498 | DirectExpenseSummaryEvents |
| Net Income Summary | 704 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 136 | NumberOfRecipients |
| Amount Of Cash Grant | 1250066 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Return Reference | MONITORING OF GRANT FUNDS | ReturnReference |
| Explanation | THE ORGANIZATION OFFERS FINANCIAL AID/SCHOLARSHIP THAT REDUCES THE AMOUNT OF TUITION THAT A FAMILY PAYS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance | Purpose Of AssistancePurposeOfAssistance |
|---|---|---|---|---|
| CHRISTIAN HODGE | CHILD OF BOARD MEMBER JEANINE HODGE | 13400 | FINANCIAL AID | FINANCIAL AID |
| EMILIE HODGE | CHILD OF BOARD MEMBER JEANINE HODGE | 13400 | FINANCIAL AID | FINANCIAL AID |
| JONATHAN HODGE | CHILD OF BOARD MEMBER JEANINE HODGE | 13400 | FINANCIAL AID | FINANCIAL AID |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | REBEKAH GUERRA | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE OF HEADMASTER FRANK GUERRA | Relationship |
| Amount Of Transaction | 64776 | AmountOfTransaction |
| Description Of Transaction | SALARY | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 51907 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | BOARD ESTABLISHED EXECUTIVE COMMITTEE WITH AUTHORITY TO ACT FROM TIME TO TIME ON BEHALF OF THE BOARD OF TRUSTEES |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP: ROBERT BRADLEY, CHAIRMAN & NANCY BRADLEY, BOARD MEMBER |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT AND AUDITING FIRM REVIEW THE TAX RETURN. CHAIRMAN OF THE BOARD REVIEWS AND MAKES COPIES AVAILABLE TO MEMBERS OF THE BOARD AT THE MEETING BEFORE FILING TAKES PLACE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. IF A FAMILY MEMBER IS BEING CONSIDERED FOR EMPLOYMENT THE BOARD MUST VOTE UNANIMOUSLY ON THE HIRE. BOARD MEMBERS RECUSE THEMSELVES IF THERE IS ANY CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING THE COMPENSATION FOR TOP MANANGEMENT INCLUDES A REVIEW OF COMPARABLE BENCHMARKS WITH PRIVATE/PUBLIC SCHOOLS AND APPROVAL BY THE BOARD OF DIRECTORS. THE REVIEW AND DISCUSSION IS A PART OF BOARD MINUTES. THE REVIEW IS DONE ANNUALLY AT THE FEBRUARY MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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