COMMONWEALTH SCHOOL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMMONWEALTH SCHOOL INC (EIN 04-2228167)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-16
- IRS object ID
- 201210769349300106
- Schema version
- 2010v3.2
- 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 J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-16T06:54:12-07:00 | 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 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1 |
| City | TOPSFIELD | City |
| State | MA | State |
| ZIP Code | 01983 | 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 | 042228167 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMONWEALTH SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 6172667525 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 COMMONWEALTH AVE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | D ANDREW HALL III | Name |
| Title | TREASURER | Title |
| Phone | 6172667525 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL A JOHNSON CPA | Name |
| Phone | 9788872220 | Phone |
| Date Prepared | 2012-03-16 | DatePrepared |
| 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 | D ANDREW HALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 COMMONWEALTH AVE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8594295 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.commschool.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SECONDARY SCHOOL EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 80 | TotalNbrEmployees |
| Total Nbr Volunteers | 44 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 778911 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 763687 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4886433 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5011847 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 314576 | InvestmentIncomePriorYear |
| Investment Income Current Year | 347752 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4204 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6023 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5984124 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6129309 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1064844 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1099213 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3889067 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3984687 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 205213 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1168228 | OtherExpensePriorYear |
| Other Expenses Current Year | 1245624 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6122139 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6329524 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -138015 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -200215 | RevenuesLessExpensesCY |
| Total Assets BOY | 15972007 | TotalAssetsBOY |
| Total Assets EOY | 17542040 | TotalAssetsEOY |
| Total Liabilities BOY | 930413 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 914029 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15041594 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16628011 | NetAssetsOrFundBalancesEOY |
| Mission Description | SECONDARY SCHOOL EDUCATION | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4865503 | Expense |
| Grants | 1099213 | Grants |
| Revenue | 5017870 | Revenue |
| Description | EDUCATIONAL INSTITUTION - HIGH SCHOOL (GRADES 9-12) STUDENT ENROLLMENT = 149 | Description |
| Total Program Service Expense | 4865503 | 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 | true | 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 | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | 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 |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 80 | 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 | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DIANE MORRIS | NamePerson |
| Telephone Number | 6172667525 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 COMMONWEALTH AVE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KAREN FIRESTONE | ||||||||
| Chairperson | 2.00 | X | X | 0 | 0 | 0 | ||
| ANDREW HALL | ||||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 | ||
| CATHERINE BREWSTER | ||||||||
| Clerk | 2.00 | X | X | 0 | 0 | 0 | ||
| MAX KOHLENBERG | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES FRIED | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES MERRILL | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| STEVE WALSKE | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD ZECKHAUSER | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| MARY R PACI | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD COFFMAN | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| THEODORE COHEN | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| THERESE HENDRICKS | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| WENDY GORDON | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| JUDITH SANFORD-HARRIS | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH THOMSON | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| ALECIA MANNING | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| MARIA RODRIGUES | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| JOSE ALVAREZ | ||||||||
| Trustee | 1 | X | ||||||
| STEPHEN COHN | ||||||||
| Trustee | 1 | X | ||||||
| RICHARD OEDEL | ||||||||
| Trustee | 1 | X | ||||||
| ELIZABETH BAILEY | ||||||||
| Trustee | 1 | X | ||||||
| CATHLEEN STONE | ||||||||
| Trustee | 1 | X | ||||||
| ROMANA VYSATOVA | ||||||||
| Trustee | 1 | X | ||||||
| MARA DALE | ||||||||
| Trustee | 1 | X | ||||||
| WILLIAM WHARTON | ||||||||
| Headmaster | 40 | 141055 | 26966 | X | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 141055 | TotalReportableCompFromOrg |
| Total Other Compensation | 26966 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 763687 | AllOtherContributions |
| Total Contributions | 763687 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn |
|---|---|---|
| TUITION & FEES | 611710 | 5003497 |
| APPLICATION FEES | 611710 | 8350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5011847 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 382565 | TotalRevenueColumn |
| Exclusion | $382,565 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2430173 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2464986 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -34813 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -34813 | TotalRevenueColumn |
| Exclusion | -$34,813 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 6023 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6023 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6023 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6129309 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5017870 | RelatedOrExemptFunctionIncome |
| Exclusion | $347,752 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1099213 | Total |
| Program Services | 1099213 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167465 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 167465 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2911423 | Total |
| Program Services | 2270479 | ProgramServices |
| Management And General | 547408 | ManagementAndGeneral |
| Fundraising | 93536 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181844 | Total |
| Program Services | 133952 | ProgramServices |
| Management And General | 42351 | ManagementAndGeneral |
| Fundraising | 5541 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515895 | Total |
| Program Services | 401327 | ProgramServices |
| Management And General | 101312 | ManagementAndGeneral |
| Fundraising | 13256 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208060 | Total |
| Program Services | 154466 | ProgramServices |
| Management And General | 47393 | ManagementAndGeneral |
| Fundraising | 6201 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16961 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 16961 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 21000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55789 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 55789 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98791 | Total |
| Program Services | 74459 | ProgramServices |
| Management And General | 24332 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10642 | Total |
| Program Services | 10642 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121015 | Total |
| Program Services | 102987 | ProgramServices |
| Management And General | 18028 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15506 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15506 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ADMISSIONS | 64356 | 64356 | 0 | 0 |
| GENERAL EXPENSE | 212232 | 28111 | 184121 | 0 |
| DINING ROOM EXPENSE | 91219 | 91219 | 0 | 0 |
| CLASSROOM SUPPLIES | 322380 | 322380 | 0 | 0 |
| REPAIRS AND MAINTENANCE | 111912 | 111912 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103821 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 17142 | ManagementAndGeneral |
| Fundraising | 86679 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6329524 | Total |
| Program Services | 4865503 | ProgramServices |
| Management And General | 1258808 | ManagementAndGeneral |
| Fundraising | 205213 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 400 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2470257 | BOY |
| EOY | 2442260 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721354 | BOY |
| EOY | 281423 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31414 | BOY |
| EOY | 45198 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309525 | BOY |
| EOY | 364780 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92320 | BOY |
| EOY | 84844 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21512 | BOY |
| EOY | 18757 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61650 | BOY |
| EOY | 73051 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4155704 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3669219 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505059 | BOY |
| EOY | 486485 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11707644 | BOY |
| EOY | 13709873 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50872 | BOY |
| EOY | 34969 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15972007 | BOY |
| EOY | 17542040 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421201 | BOY |
| EOY | 434087 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499361 | BOY |
| EOY | 469232 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9851 | BOY |
| EOY | 10710 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930413 | BOY |
| EOY | 914029 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7006566 | BOY |
| EOY | 8312850 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335996 | BOY |
| EOY | 588271 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7699032 | BOY |
| EOY | 7726890 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15041594 | BOY |
| EOY | 16628011 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15972007 | BOY |
| EOY | 17542040 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -200215 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1786632 | ReconcilationOtherChanges |
| 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 Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7869655 | BeginningOfYearBalance |
| Contributions | 27858 | Contributions |
| Investment Earnings Or Losses | 384491 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 121621 | GrantsOrScholarships |
| End Of Year Balance | 8160383 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7790852 | BeginningOfYearBalance |
| Contributions | 78803 | Contributions |
| Investment Earnings Or Losses | 120445 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 120445 | GrantsOrScholarships |
| End Of Year Balance | 7869655 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7519305 | BeginningOfYearBalance |
| Contributions | 483895 | Contributions |
| Investment Earnings Or Losses | -75513 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 136835 | GrantsOrScholarships |
| End Of Year Balance | 7790852 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| 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 | 86443 | OtherCostOrOtherBasis |
| Book Value | 86443 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3430334 | OtherCostOrOtherBasis |
| Depreciation | 3138464 | Depreciation |
| Book Value | 291870 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 621800 | OtherCostOrOtherBasis |
| Depreciation | 530755 | Depreciation |
| Book Value | 91045 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17127 | OtherCostOrOtherBasis |
| Book Value | 17127 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 486485 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deposits | Description |
| Amount | $10,710 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10710 | TotalOfAmounts |
| Total Revenue | 6129309 | TotalRevenue |
| Total Expenses | 6329524 | TotalExpenses |
| Excess Or Deficit For Year | -200215 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -200215 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6816728 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1786632 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1786632 | RevenueNotRptdF990 |
| Revenue Subtotal | 5030096 | RevenueSubtotal |
| Other Revenues Not Included | 1099213 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1099213 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6129309 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5230311 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5230311 | ExpensesSubtotal |
| Other Expenses Not Included | 1099213 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1099213 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6329524 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt XII Line 4b | School provided student financial aid |
| Pt XIII Line 4b | School provided student financial aid |
| Pt V Line 4 | Permanently restricted endowment funds are to be held |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Line 3 | THE BOSTON GLOBE, DECEMBER 5, 2010 |
| Line 5h |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | Scholarship awards in the form of financial aid is given to students |
| based on financial need, acedemic performance, and diversity. For fiscal year 2011 | |
| 51 students received a scholarship award. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM WHARTON | NamePerson |
| Base Compensation Filing Org | 141055 | BaseCompensationFilingOrg |
| Total Compensation Filing Org | 141055 | TotalCompensationFilingOrg |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM WHARTON | NamePerson |
| Purpose Of Loan | Housing and tuition | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $309,525 | OriginalPrincipalAmount |
| Balance Due | 364780 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 364780 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (19 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-B, Line 11a | The Audit Committee and Treasurer review and approve the |
| Form 990 for filing. | |
| Pt VI-B, Line 12c | All Officers, Directors and Trustees are made aware of the |
| conflict of interest policy. | |
| Pt VI-B, Line 15 | The Headmaster's salary is determined by the Head's |
| compensation committee (which includes the Board Chair and | |
| Treasurer). All other salaries are reviewed and approved by | |
| the Headmaster on an annual basis. All salary changes are | |
| based on cost of living adjustments and comparability | |
| data provided by the National Association of Independent | |
| Schools. | |
| Pt VI-C, Line 19 | All governing documents, conflict of interest policy, Form 990 |
| and Form PC are held in the Business office are are available | |
| upon request. | |
| Form 990EZ, Part I, Line 8 | MISC INCOME |
| Form 990EZ, Part I, Line 16 | ADMISSIONS GENERAL EXPENSE ALUMNI AFFAIRS CLASROOM SUPPLIES DINING ROOM EXPENSE DUES & SUBSCRIPTION BAD DEBT EXPENSE OFFICE EXPENSE ADVERTISING ADMINISTRATION BANK CHARGES |
| Form 990EZ, Part II, Line 24 | ACCOUNTS RECEIVABLE - NET PLEDGES RECEIVABLE - NET OTHER RECEIVABLES INVENTORIES PREPAIDS INVESTMENTS INTEREST RECEIVABLE |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE & ACCRUED EXPENSES DEFERRED REVENUE KEYCARD DEPOSITS |
| Form 990, Part IX, Line 24f | OTHER EXPENSES 17142. 0. 17142. 0. FUNDRAISING 86679. 0. 0. 86679. |
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