TRUSTEES OF DEERFIELD ACADEMY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF DEERFIELD ACADEMY (EIN 04-2103563)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-02
- IRS object ID
- 201200939349300905
- Schema version
- 2010v3.4
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-02T16:53:33-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103563 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF DEERFIELD ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 4137720241 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | DEERFIELD | City |
| State | MA | State |
| ZIP Code | 013420087 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEITH FINAN | Name |
| Title | ASSOC HEAD OF SCHOOL & CFO | Title |
| Phone | 4137740241 | Phone |
| Date Signed | 2012-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH SOLECKI | Name |
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEITH FINAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | DEERFIELD | City |
| State | MA | State |
| ZIP Code | 013420087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 109301428 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DEERFIELD.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1797 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | DEERFIELD ACADEMY IS AN INDEPENDENT SECONDARY SCHOOL COMMITTED TO HIGH STANDARDS OF SCHOLARSHIP, CITIZENSHIP, AND PERSONAL RESPONSIBILITY. THROUGH A RIGOROUS LIBERAL ARTS CURRICULUM, EXTENSIVE CO-CURRICULAR PROGRAM, AND SUPPORTIVE RESIDENTIAL ENVIRONMENT, DEERFIELD ENCOURAGES EACH STUDENT TO DEVELOP AN INQUISITIVE AND CREATIVE MIND, SOUND BODY, AND STRONG MORAL CHARACTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 637 | TotalNbrEmployees |
| Total Nbr Volunteers | 777 | TotalNbrVolunteers |
| Total Gross UBI | 1674683 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1230053 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22086224 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 33514329 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27936688 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28680146 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5415368 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9611757 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1788344 | OtherRevenuePriorYear |
| Other Revenue Current Year | 624615 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 57226624 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72430847 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6899919 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6621386 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20354309 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24714034 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 63176 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 157333 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4960196 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15594316 | OtherExpensePriorYear |
| Other Expenses Current Year | 21066425 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42911720 | TotalExpensesPriorYear |
| Total Expenses Current Year | 52559178 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14314904 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 19871669 | RevenuesLessExpensesCY |
| Total Assets BOY | 506665951 | TotalAssetsBOY |
| Total Assets EOY | 573685197 | TotalAssetsEOY |
| Total Liabilities BOY | 55734529 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 52563540 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 450931422 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 521121657 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | DEERFIELD ACADEMY IS AN INDEPENDENT SECONDARY SCHOOL COMMITTED TO HIGH STANDARDS OF SCHOLARSHIP, CITIZENSHIP, AND PERSONAL RESPONSIBILITY. THROUGH A RIGOROUS LIBERAL ARTS CURRICULUM, EXTENSIVE CO-CURRICULAR PROGRAM, AND SUPPORTIVE RESIDENTIAL ENVIRONMENT, DEERFIELD ENCOURAGES EACH STUDENT TO DEVELOP AN INQUISITIVE AND CREATIVE MIND, SOUND BODY, AND STRONG MORAL CHARACTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 39763967 | Expense |
| Grants | 6621386 | Grants |
| Revenue | 28680146 | Revenue |
| Description | DURING THE 2010-2011 ACADEMIC YEAR, 562 BOARDING AND 74 DAY STUDENTS WERE ENROLLED AT DEERFIELD ACADEMY. OUR PROGRAMS OF SECONDARY EDUCATION, (GRADES 9-12), INCLUDE THE DEVELOPMENT OF OUR STUDENTS' ACADEMIC AND SCHOLARSHIP SKILLS, CITIZENSHIP AND CHARACTER. COMMUNITY SERVICE, ATHLETIC PROGRAMS AND EXTRA-CURRICULAR ACTIVITIES ARE INTEGRATED AS A PART OF THE SCHOOL'S LONGSTANDING INTELLECTUAL AND MORAL TRADITION. | Description |
| Total Program Service Expense | 39763967 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 146 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 637 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | 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 | 1 | 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 | 0 | 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 | JULIE COLLINS CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4137720241 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DEERFIELD ACADEMY | AddressLine1 |
| City | DEERFIELD | City |
| State | MA | State |
| ZIP Code | 013420087 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 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 |
|---|---|---|---|---|---|---|---|---|
| BRADDOCK CARRIE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BRONFMAN SAMUEL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CASHIN LISA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHO TAY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| COHEN H RODGIN | ||||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X | ||
| COWAN RORY J | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CURTIS MARGARITA O'BYRNE | ||||||||
| HEAD OF SCHOOL/TRUSTEE | 60.00 | X | 348108 | 0 | 121783 | X | ||
| GROSSMAN MATTHEW | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EVANS SIDNEY H | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| HAVENS JOHN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GREER PHILIP | ||||||||
| PRESIDENT | 8.00 | X | 0 | 0 | 0 | X | ||
| GROSSMAN ROBIN | ||||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X | ||
| HACK RANDALL A | ||||||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| DENUNZIO DAVID | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| HESS JOHN B | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KLEINER DIANA E | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KNIGHT GORDON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROBERTSON J SPENCER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MCENIRY ROGER S | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| FARMER KATHERINE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MATTOON ROBERT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STRANDBERG DIANA S | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STROTHMAN WENDY J | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TERRY LUTHER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WHITTON LINDA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WEYMOUTH PHILIP B | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WALLACH SUSAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SIMMONS BRIAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KOCH DAVID | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MANORY JOSEPH | ||||||||
| CFO | 60.00 | 229127 | 0 | 86532 | X | |||
| STOBIERSKI JOHN | ||||||||
| GENERAL COUNSEL | 9.00 | 92125 | 0 | 0 | X | |||
| POND DAVID | ||||||||
| ASSISTANT HEADMASTER | 60.00 | 260733 | 0 | 74461 | X | |||
| HAGAMEN THOMAS | ||||||||
| SCHOOL PHYSICIAN | 60.00 | 186346 | 0 | 77635 | X | |||
| GIMBEL PATRICIA | ||||||||
| DIR OF ADMISSIONS | 60.00 | 144360 | 0 | 52065 | X | |||
| TAYLOR JOHN | ||||||||
| DEAN OF FACULTY | 60.00 | 147254 | 0 | 67440 | X | |||
| BICKNELL STEWART | ||||||||
| PSYCHOLOGIST, COORD. OF COUNSELING | 60.00 | 130979 | 0 | 31056 | X | |||
| LYMAN MARTHA | ||||||||
| ASSOC. HEAD, DIR COLLEGE ADVISING | 60.00 | 135649 | 0 | 23913 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1674681 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 534885 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SERVPRO | |||||
| 264 MOODY STREET | LUDLOW | MA | 01056 | FIRE RESTORATION | 1115370 |
| KUHN-RIDDLE ARCHITECTS | |||||
| 7 NORTH PLEASANT STREET | AMHERST | MA | 01002 | ARCHITECTURAL CONSULTING | 214402 |
| SUNGARD INC | |||||
| PO BOX 7777-W6825 | PHILADELPHIA | PA | 19175 | COMPUTER SOFTWARE SUPPORT | 148908 |
| LOCOCO PAINTING COMPANY | |||||
| 90 NORTH MAPLE STREET | FLORENCE | MA | 01062 | PAINTING | 138350 |
| ARC | |||||
| FIVE CAMBRIDGE CENTER | CAMBRIDGE | MA | 02142 | ARCHITECTURAL CONSULTING | 128705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 33514329 | AllOtherContributions |
| Noncash Contributions | 2889307 | NoncashContributions |
| Total Contributions | 33514329 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 27770045 | 27770045 |
| AUXILIARY PROGRAMS | 611710 | 752603 | 752603 |
| SUMMER EDUCATION | 611710 | 157498 | 157498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28680146 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6267561 | TotalRevenueColumn |
| Unrelated Business Revenue | 892915 | UnrelatedBusinessRevenue |
| Exclusion | $5,374,646 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39726613 | Securities |
| Other | 16000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36398417 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3328196 | Securities |
| Other | 16000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3344196 | TotalRevenueColumn |
| Unrelated Business Revenue | 625869 | UnrelatedBusinessRevenue |
| Exclusion | $2,718,327 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 911343 | GrossSalesOfInventory |
| Cost Of Goods Sold | 472164 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 439179 | TotalRevenueColumn |
| Exclusion | $439,179 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| SUMMER SPORTS CAMPS & | 713940 | 84521 | 84521 | |
| FUNCTION REVENUE | 900099 | 71378 | 71378 | |
| OTHER REVENUE | 900099 | 29537 | $29,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 185436 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72430847 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28680146 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1674683 | UnrelatedBusinessRevenue |
| Exclusion | $8,561,689 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135624 | Total |
| Program Services | 135624 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6485762 | Total |
| Program Services | 6485762 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1442013 | Total |
| Program Services | 101502 | ProgramServices |
| Management And General | 983733 | ManagementAndGeneral |
| Fundraising | 356778 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67818 | Total |
| Program Services | 36114 | ProgramServices |
| Management And General | 31704 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17148222 | Total |
| Program Services | 12532414 | ProgramServices |
| Management And General | 2590946 | ManagementAndGeneral |
| Fundraising | 2024862 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1743222 | Total |
| Program Services | 1275478 | ProgramServices |
| Management And General | 178187 | ManagementAndGeneral |
| Fundraising | 289557 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3063393 | Total |
| Program Services | 2298562 | ProgramServices |
| Management And General | 462312 | ManagementAndGeneral |
| Fundraising | 302519 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1249366 | Total |
| Program Services | 896117 | ProgramServices |
| Management And General | 194945 | ManagementAndGeneral |
| Fundraising | 158304 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181855 | Total |
| Management And General | 181855 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80455 | Total |
| Management And General | 80455 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157333 | Total |
| Fundraising | 157333 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572643 | Total |
| Management And General | 572643 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223971 | Total |
| Program Services | 20278 | ProgramServices |
| Management And General | 102560 | ManagementAndGeneral |
| Fundraising | 101133 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 898633 | Total |
| Program Services | 383616 | ProgramServices |
| Management And General | 251909 | ManagementAndGeneral |
| Fundraising | 263108 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980320 | Total |
| Program Services | 562386 | ProgramServices |
| Management And General | 317020 | ManagementAndGeneral |
| Fundraising | 100914 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3400307 | Total |
| Program Services | 3142904 | ProgramServices |
| Management And General | 214219 | ManagementAndGeneral |
| Fundraising | 43184 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572336 | Total |
| Program Services | 193457 | ProgramServices |
| Management And General | 95828 | ManagementAndGeneral |
| Fundraising | 283051 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344209 | Total |
| Program Services | 172621 | ProgramServices |
| Management And General | 65689 | ManagementAndGeneral |
| Fundraising | 105899 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1827114 | Total |
| Program Services | 1827114 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5607999 | Total |
| Program Services | 5183473 | ProgramServices |
| Management And General | 353304 | ManagementAndGeneral |
| Fundraising | 71222 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430471 | Total |
| Program Services | 397884 | ProgramServices |
| Management And General | 27120 | ManagementAndGeneral |
| Fundraising | 5467 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LOSS ON DEBT REFINANCIN | 1934477 | 1934477 | ||
| FOOD | 973317 | 786803 | 44979 | 141535 |
| OTHER TAXES | 475000 | 475000 | ||
| TEXTBOOKS | 373779 | 371109 | 1952 | 718 |
| PUBLICATIONS | 355228 | 87906 | 267322 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1834311 | Total |
| Program Services | 1026272 | ProgramServices |
| Management And General | 520749 | ManagementAndGeneral |
| Fundraising | 287290 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52559178 | Total |
| Program Services | 39763967 | ProgramServices |
| Management And General | 7835015 | ManagementAndGeneral |
| Fundraising | 4960196 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10191 | BOY |
| EOY | 10154 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29595504 | BOY |
| EOY | 34186768 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21225705 | BOY |
| EOY | 28206110 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1026491 | BOY |
| EOY | 353098 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241645 | BOY |
| EOY | 231311 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788882 | BOY |
| EOY | 530465 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585831 | BOY |
| EOY | 791739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 175023768 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33487655 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138765047 | BOY |
| EOY | 141536113 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158390477 | BOY |
| EOY | 193096819 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155445240 | BOY |
| EOY | 174178562 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590938 | BOY |
| EOY | 564058 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506665951 | BOY |
| EOY | 573685197 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8968198 | BOY |
| EOY | 4129856 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2011808 | BOY |
| EOY | 2307711 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41761781 | BOY |
| EOY | 42862323 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2992742 | BOY |
| EOY | 3263650 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55734529 | BOY |
| EOY | 52563540 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196791916 | BOY |
| EOY | 213551825 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117543059 | BOY |
| EOY | 148360841 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136596447 | BOY |
| EOY | 159208991 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450931422 | BOY |
| EOY | 521121657 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506665951 | BOY |
| EOY | 573685197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 19871669 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 50318566 | 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 | 318585485 | BeginningOfYearBalance |
| Contributions | 21769820 | Contributions |
| Investment Earnings Or Losses | 59408655 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5614078 | GrantsOrScholarships |
| Other Expenditures | 12012478 | OtherExpenditures |
| Administrative Expenses | 570000 | AdministrativeExpenses |
| End Of Year Balance | 381567404 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306341192 | BeginningOfYearBalance |
| Contributions | 9090134 | Contributions |
| Investment Earnings Or Losses | 15917331 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3650561 | GrantsOrScholarships |
| Other Expenditures | 8446693 | OtherExpenditures |
| Administrative Expenses | 665918 | AdministrativeExpenses |
| End Of Year Balance | 318585485 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 367307114 | BeginningOfYearBalance |
| Contributions | 4267164 | Contributions |
| Investment Earnings Or Losses | -37559313 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5759649 | GrantsOrScholarships |
| Other Expenditures | 21106154 | OtherExpenditures |
| Administrative Expenses | 807970 | AdministrativeExpenses |
| End Of Year Balance | 306341192 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.25000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.42000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.33000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 643684 | OtherCostOrOtherBasis |
| Book Value | 643684 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 146376450 | OtherCostOrOtherBasis |
| Depreciation | 23383992 | Depreciation |
| Book Value | 122992458 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20015066 | OtherCostOrOtherBasis |
| Depreciation | 8058852 | Depreciation |
| Book Value | 11956214 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7988568 | OtherCostOrOtherBasis |
| Depreciation | 2044811 | Depreciation |
| Book Value | 5943757 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 141536113 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 94757493 | F |
| ALTERNATIVE ASSETS | 73241507 | F |
| CASH AND CASH EQUIVALENTS | 6179562 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 174178562 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE INCOME OBLIGATIONS | Description |
| Amount | $3,263,650 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3263650 | TotalOfAmounts |
| Total Revenue | 72430847 | TotalRevenue |
| Total Expenses | 52559178 | TotalExpenses |
| Excess Or Deficit For Year | 19871669 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 50318566 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 50318566 | TotalAdjustments |
| Excess Or Deficit Per FS | 70190235 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 115839128 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 50318566 | NetUnrealizedGainsInvestments |
| Other Revenues | -7382449 | OtherRevenues |
| Revenue Not Rptd F990 | 42936117 | RevenueNotRptdF990 |
| Revenue Subtotal | 72903011 | RevenueSubtotal |
| Other Revenues Not Included | -472164 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -472164 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 72430847 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 45648893 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 472164 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 472164 | ExpensesNotRptdF990 |
| Expenses Subtotal | 45176729 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 570000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 6812449 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7382449 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 52559178 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | FINANCIAL AID, FACULTY SALARIES, PROFESSIONAL DEVELOPMENT, GENERAL OPERATIONS, AND OTHER. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GRANTS-FINANCIAL AID -6,610,449. UNRELATED BUSINESS INCOME TAX EXPENSE -202,000. INVESTMENT EXPENSE -570,000. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -472,164. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 472,164. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS-FINANCIAL AID 6,610,449. UNRELATED BUSINESS INCOME TAX EXPENSE 202,000. |
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 | BY PUBLICATION IN REGIONAL NEWSPAPERS - "THE BOSTON GLOBE". THIS IS DONE ANNUALLY. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | RECRUITMENT AND DEVELOPMENT | 28620 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | RECRUITMENT AND DEVELOPMENT | 11288 | |
| SOUTH AMERICA | 0 | 0 | RECRUITMENT AND DEVELOPMENT | 1000 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | RECRUITMENT AND DEVELOPMENT | 145042 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | 7550 | FINANCIAL AID FOR STUDY ABROAD |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | 16000 | FINANCIAL AID FOR STUDY ABROAD |
| SUB-SAHARAN AFRICA | 0 | 0 | RECRUITMENT AND DEVELOPMENT | 929 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | RECRUITMENT AND DEVELOPMENT | 6000 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 52332542 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | 1092093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 216429 | SubtotalAmountSpent |
| Cont Amount Spent | 53424635 | ContAmountSpent |
| Total Amount Spent | 53641064 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| MARTS & LUNDY | ||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | CONSULTS ON STRATEGIC COMMUNICATION | 0 | 0 | 67291 | 0 |
| GENERATION | ||||||||
| 55 WASHINGTON STREET NO 802 | BROOKLYN | NY | 11201 | CONSULTS ON STRATEGIC COMMUNICATION | 0 | 0 | 59042 | 0 |
| CAVALLARI STEWART | ||||||||
| 25 MAIN STREET SUITE 445 | NORTHAMPTON | MA | 01060 | CONSULTS ON STRATEGIC COMMUNICATION | 0 | 0 | 31000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 157333 | TotalRetainedByContractors |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| DEERFIELD AREA FIRE PROTECTION DISTRICT | |||||
| 501(C)(4) | 14000 | CHARITABLE | |||
| TOWN OF DEERFIELD | |||||
| 501(C)(3) | 72500 | CHARITABLE | 7594 | OUT-OF-POCKET COST | OUT-POCKET-EXPENSES WHILE PROVIDING SERVICES |
| FIRST CHURCH OF DEERFIELD | |||||
| 501(C)(3) | 14150 | CHARITABLE | |||
| 2ND HELPINGS | |||||
| 501(C)(3) | 1883 | CHARITABLE | 9063 | OUT-OF-POCKET COST | OUT-POCKET-EXPENSES WHILE PROVIDING SERVICES |
| DEERFIELD ELEMENTARY SCHOOL | |||||
| 501(C)(3) | CHARITABLE | 6409 | OUT-OF-POCKET COST | OUT-POCKET-EXPENSES WHILE PROVIDING SERVICES | |
| (no name) | |||||
| CHARITABLE | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| SCHOLARSHIPS | 192 | 0 | 6361644 | CASH VALUE | TUITION & FEES |
| OTHER STUDENT SUPPORT | 78 | 32935 | 91183 | CASH VALUE | OTHER STUDENT SUPPORT |
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: GRANTS ARE PROVIDED VIA A REDUCTION IN TUITION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CURTIS MARGARITA O'BYRNE | |||||||||||||
| 319014 | 0 | 0 | 0 | 29094 | 0 | 65160 | 0 | 56623 | 0 | 469891 | 0 | 0 | 0 |
| MANORY JOSEPH | |||||||||||||
| 229127 | 0 | 0 | 0 | 0 | 0 | 30552 | 0 | 55980 | 0 | 315659 | 0 | 0 | 0 |
| POND DAVID | |||||||||||||
| 238597 | 0 | 0 | 0 | 22136 | 0 | 32035 | 0 | 42426 | 0 | 335194 | 0 | 0 | 0 |
| HAGAMEN THOMAS | |||||||||||||
| 164346 | 0 | 0 | 0 | 22000 | 0 | 25777 | 0 | 51858 | 0 | 263981 | 0 | 0 | 0 |
| GIMBEL PATRICIA | |||||||||||||
| 144360 | 0 | 0 | 0 | 0 | 0 | 18262 | 0 | 33803 | 0 | 196425 | 0 | 0 | 0 |
| TAYLOR JOHN | |||||||||||||
| 147254 | 0 | 0 | 0 | 0 | 0 | 18903 | 0 | 48537 | 0 | 214694 | 0 | 0 | 0 |
| BICKNELL STEWART | |||||||||||||
| 115579 | 0 | 0 | 0 | 15400 | 0 | 17384 | 0 | 13672 | 0 | 162035 | 0 | 0 | 0 |
| LYMAN MARTHA | |||||||||||||
| 113649 | 0 | 0 | 0 | 22000 | 0 | 17145 | 0 | 6768 | 0 | 159562 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS ALLOWED FOR INTERNATIONAL TRIPS ONLY. CERTAIN PERSONAL SERVICES ARE PROVIDED TO THE HEAD OF SCHOOL AND SPOUSE, TO ASSIST THEM IN FULFILLING THEIR RESPONSIBILITIES AND DUTIES TO THE ACADEMY. THESE POLICIES ARE IN WRITING. EMPLOYEES WHO ARE PROVIDED HOUSING ARE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THESE HOMES ARE AVAILABLE FOR HOUSING VISITORS AND FOR OTHER USES DURING SCHOOL SPONSORED EVENTS. |
| PART I, LINE 1B | FIRST CLASS TRAVEL IS ALLOWED FOR INTERNATIONAL TRIPS ONLY. CERTAIN PERSONAL SERVICES ARE PROVIDED TO THE HEAD OF SCHOOL AND SPOUSE, TO ASSIST THEM IN FULFILLING THEIR RESPONSIBILITIES AND DUTIES TO THE ACADEMY. THESE POLICIES ARE IN WRITING. |
| PART I, LINE 4B | MARGARITA O'BYRNE CURTIS PARTICIPATES IN A 457(F) PLAN. SHE WAS AWARDED $33,125 DURING THE YEAR. DAVID POND PARTICIPATES IN A 457(F) PLAN. HE WAS AWARDED $0 DURING THE YEAR. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MA DEVELOPMENT FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| CUSIP Number | 57583R3N3 | CUSIPNumber |
| Date Issued | 2010-11-10 | DateIssued |
| Issue Price | 42925825 | IssuePrice |
| Description Of Purpose | TO REFUND PRIOR ISSUES DATED 11/1/1997, 6/26/2003, & 7/16/2008. | 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 | 42925825 | TotalProceeds |
| Amount In Reserve Fund | 40506 | AmountInReserveFund |
| Refunding Escrow | 42328508 | RefundingEscrow |
| Issuance Costs From Proceeds | 556811 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | 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 |
| Prcntge Prvt Business Use By Others | 0.01300 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.01300 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | 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 | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | VARIOUS | NameOfInterestedPerson |
| Type Of Assistance | STUDENT FINANCIAL AID | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| HESS CORP | |||
| JOHN HESS IS A TRUSTEE OF DEERFIELD AND AN OFFICER OF HESS CORP. | 673902 | FUEL OIL SUPPLIER TO DEERFIELD | 0 |
| MANNING CURTIS | |||
| SPOUSE OF HEAD OF SCHOOL | 35227 | EMPLOYMENT | 0 |
| SUZANNE MANORY | |||
| SPOUSE OF CFO | 29825 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 60 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | $1 PER BOOK | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 122 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2869465 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | OTHER | Description |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16282 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | DEERFIELD ACADEMY USES A STOCKBROKER TO SELL GIFTS OF PUBLICLY TRADED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | EXISTING BOARD MEMBERS VOTE IN NEW BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | COPIES OF THIS 2010 FORM 990 WERE SENT TO THE AUDIT COMMITTEE AND THE BOARD PRESIDENT, VICE PRESIDENT AND TREASURER, WHICH REPRESENTS 30% OF THE ENTIRE BOARD. PRIOR TO FILING, A MEETING WITH THE AUDIT COMMITTEE MEMBERS AND MANAGEMENT TOOK PLACE IN ORDER TO REVIEW THE RETURN AND ANSWER ALL QUESTIONS. THIS FORM 990, EXCLUDING SCHEDULE B, WAS PROVIDED TO ALL OTHER MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING. | |
| THE BY-LAWS PROHIBIT A TRUSTEE FROM VOTING, APPROVING, OR MAKING A RECOMMENDATION REGARDING A TRANSACTION BETWEEN THE ACADEMY AND AN ENTITY IN WHICH THE INDIVIDUAL OR A MEMBER OF HIS OR HER FAMILY HAS AN OWNERSHIP INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| DEERFIELD ACADEMY'S BOARD OF TRUSTEES OVERSEES THE COMPENSATION OF THE ACADEMY'S TOP MANAGEMENT OFFICIALS. HEAD OF SCHOOL - THE PERSONNEL & COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SALARY AND PERQUISITE DATA FROM OTHER INDEPENDENT SCHOOLS FOR THE POSITION OF HEAD OF SCHOOL TO ENSURE SALARIES ARE REASONABLE AND APPROPRIATE TO THE MARKET. MINUTES OF THE PERSONNEL & COMPENSATION COMMITTEE MEETING ARE MAINTAINED DOCUMENTING THE DISCUSSIONS REGARDING THE SALARY SETTING FOR THE HEAD OF SCHOOL. SENIOR STAFF - THE HEAD OF SCHOOL REVIEWS, IN CONJUNCTION WITH THE PRESIDENT OF THE BOARD, SALARY AND PERQUISITE DATA FROM OTHER INDEPENDENT SCHOOLS FOR OTHER TOP MANAGEMENT OFFICIALS, TO ENSURE SALARIES ARE REASONABLE AND APPROPRIATE TO THE MARKET. | FORM 990, PART VI, SECTION B, LINE 15A | |
| DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 50,318,566. | FORM 990, PART XI, LINE 5: |