THE KINGSLEY MONTESSORI SCHOOL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE KINGSLEY MONTESSORI SCHOOL INC (EIN 04-2104370)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-22
- IRS object ID
- 201210829349300906
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-22T21:42:16-05:00 | 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 | Tonneson & Company CPAs PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1 |
| City | Wakefield | City |
| State | MA | State |
| ZIP Code | 018806208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104370 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kingsley Montessori School Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KING | NameControl |
| Phone | 6172264900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Fairfield Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Renee DuChainey-Farkes | Name |
| Title | Head of School | Title |
| Phone | 6175365984 | Phone |
| Date Signed | 2012-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia P Almquist | Name |
| Phone | 7812459999 | Phone |
| Date Prepared | 2011-12-02 | 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 | Renee Duchainey-Farkes | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Fairfield Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5792512 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.kingsley.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | To provide education to students in grades Toddler to Sixth | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 89 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 373018 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 608485 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4793601 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4997756 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3634 | InvestmentIncomePriorYear |
| Investment Income Current Year | -6771 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 97973 | OtherRevenuePriorYear |
| Other Revenue Current Year | 126940 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5260958 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5726410 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 152450 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 173845 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3023272 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3175558 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 118872 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2122387 | OtherExpensePriorYear |
| Other Expenses Current Year | 2145063 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5298109 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5494466 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -37151 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 231944 | RevenuesLessExpensesCY |
| Total Assets BOY | 3629232 | TotalAssetsBOY |
| Total Assets EOY | 3452797 | TotalAssetsEOY |
| Total Liabilities BOY | 6223531 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5815152 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -2594299 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -2362355 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide education to students in grades Toddler to Sixth | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3819741 | Expense |
| Revenue | 4990578 | Revenue |
| Description | The Kingsley Montessori School, Inc. maintains a non-profit private school and, in general, conducts activities for the promotion of education and instruction of students | Description |
| Total Program Service Expense | 3819741 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 89 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg Fisher | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172264900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Fairfield Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|---|
| Renee DuChainey-Farkes | ||||||||
| Head of School | 40.00 | X | X | X | 190091 | 0 | 29841 | |
| Ashley Jacobs | ||||||||
| Chairman of the Board | 1.00 | X | 0 | 0 | 0 | X | ||
| David Belluck | ||||||||
| Vice-Chairman of the Board | 1.00 | X | 0 | 0 | 0 | X | ||
| Greg Fisher | ||||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | ||
| Robert Reilly | ||||||||
| Clerk | 1.00 | X | 0 | 0 | 0 | X | ||
| Lowell Kingsley | ||||||||
| Trustee | 1.00 | X | 25000 | 0 | 0 | |||
| Monique Austin | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kristin Forbes | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William Hess | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Becky Kidder Smith | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Susan Kluver | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Stephen Kunian | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jill Shah | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John Soukas | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ken Tutunjian | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lynn Waller | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Bonnie McKeever | ||||||||
| Dir. of Elementary | 40.00 | X | 93822 | 0 | 6496 | |||
| Becky Hedin | ||||||||
| Dir. of Early Childhood | 40.00 | X | 87075 | 0 | 7047 | |||
| Michael Grossman | ||||||||
| Dir. of Finance & Operations | 40.00 | X | 73947 | 0 | 11756 | |||
| Gail Duffney-Cirillo | ||||||||
| Dir. of Development | 40.00 | X | 64131 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 215091 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29841 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 69160 | FundraisingEvents |
| All Other Contributions | 539325 | AllOtherContributions |
| Total Contributions | 608485 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611600 | 4730035 | 4730035 |
| Other activities | 611600 | 267721 | 267721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4997756 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 407 | TotalRevenueColumn |
| Exclusion | $407 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 7178 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -7178 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7178 | TotalRevenueColumn |
| Related Or Exempt Function Income | -7178 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 185864 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 69160 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 58924 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126940 | TotalRevenueColumn |
| Exclusion | $126,940 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5726410 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4990578 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $127,347 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173845 | Total |
| Program Services | 173845 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217552 | Total |
| Management And General | 217552 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2349286 | Total |
| Program Services | 1652218 | ProgramServices |
| Management And General | 628230 | ManagementAndGeneral |
| Fundraising | 68838 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59501 | Total |
| Program Services | 39216 | ProgramServices |
| Management And General | 18651 | ManagementAndGeneral |
| Fundraising | 1634 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330085 | Total |
| Program Services | 222810 | ProgramServices |
| Management And General | 98715 | ManagementAndGeneral |
| Fundraising | 8560 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219134 | Total |
| Program Services | 144428 | ProgramServices |
| Management And General | 68689 | ManagementAndGeneral |
| Fundraising | 6017 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9757 | Total |
| Management And General | 9757 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15790 | Total |
| Management And General | 15790 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246070 | Total |
| Program Services | 119954 | ProgramServices |
| Management And General | 126116 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860407 | Total |
| Program Services | 774327 | ProgramServices |
| Management And General | 86080 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30011 | Total |
| Program Services | 27049 | ProgramServices |
| Management And General | 2962 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238299 | Total |
| Program Services | 214469 | ProgramServices |
| Management And General | 23830 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| Miscellaneous | 127742 | 93919 | 33823 | |
| Student activities | 124270 | 124270 | ||
| Utilities | 92885 | 92885 | ||
| Repairs and maintenance | 72903 | 72903 | ||
| Staff development | 61982 | 61982 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264947 | Total |
| Program Services | 99385 | ProgramServices |
| Management And General | 165562 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5494466 | Total |
| Program Services | 3819741 | ProgramServices |
| Management And General | 1555853 | ManagementAndGeneral |
| Fundraising | 118872 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232 | BOY |
| EOY | 1764 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 628747 | BOY |
| EOY | 639051 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59340 | BOY |
| EOY | 59550 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 839 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19704 | BOY |
| EOY | 18633 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4325798 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1733357 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2768343 | BOY |
| EOY | 2592441 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152027 | BOY |
| EOY | 141358 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3629232 | BOY |
| EOY | 3452797 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 546510 | BOY |
| EOY | 428020 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1734776 | BOY |
| EOY | 1971149 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480000 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3106353 | BOY |
| EOY | 3007137 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355892 | BOY |
| EOY | 408846 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6223531 | BOY |
| EOY | 5815152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2674752 | BOY |
| EOY | -2546267 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80453 | BOY |
| EOY | 183912 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2594299 | BOY |
| EOY | -2362355 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3629232 | BOY |
| EOY | 3452797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 231944 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37000 | OtherCostOrOtherBasis |
| Book Value | 37000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 863878 | OtherCostOrOtherBasis |
| Depreciation | 609795 | Depreciation |
| Book Value | 254083 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2725398 | OtherCostOrOtherBasis |
| Depreciation | 599253 | Depreciation |
| Book Value | 2126145 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 699522 | OtherCostOrOtherBasis |
| Depreciation | 524309 | Depreciation |
| Book Value | 175213 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2592441 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued Rent | Description |
| Amount | $408,846 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 408846 | TotalOfAmounts |
| Total Revenue | 5726410 | TotalRevenue |
| Total Expenses | 5494466 | TotalExpenses |
| Excess Or Deficit For Year | 231944 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 231944 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5618667 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 58924 | OtherRevenues |
| Revenue Not Rptd F990 | 58924 | RevenueNotRptdF990 |
| Revenue Subtotal | 5559743 | RevenueSubtotal |
| Other Revenues Not Included | 166667 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 166667 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5726410 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5386723 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 66102 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 66102 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5320621 | ExpensesSubtotal |
| Other Expenses Not Included | 173845 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 173845 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5494466 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | In accordance with Section 501(c)(3) of the Internal Revenue Code, the School is exempt from federal and state income taxes and, accordingly, the financial statements do not reflect a provision for income taxes. These determinations have been reviewed according to guidance in a recent Financial Accounting Standards Board pronouncement related to accounting for uncertainty in income taxes which was adopted by the School on July 1, 2009. In determining the recognition of uncertain tax positions, the School now applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2011, the School has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expense | |
| Part XII, Line 4b - Other Adjustments: | Financial Aid - $173,845 Loss on Disposal of Assets - ($7,178) | |
| Part XIII, Line 2d - Other Adjustments: | Fundraising Expense - $58,924 Loss on Disposal of Assets - $7,178 | |
| Part XIII, Line 4b - Other Adjustments: | Financial Aid |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Nondiscriminatory Policy Publication | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | The Kingsley Montessori School publicizes their nondiscriminatory policy through The Boston Globe and certain other publications. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 243025 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 69160 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 173865 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 53263 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Parents' Association | NameOfEvent2 |
| Gross Receipts Event2 | 11999 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 11999 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 5661 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 255024 | GrossReceiptsTotal |
| Charitable Contributions Total | 69160 | CharitableContributionsTotal |
| Gross Revenue Total Events | 185864 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 58924 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 58924 | DirectExpenseSummaryEvents |
| Net Income Summary | 126940 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Financial Aid/Scholarship | TypeOfGrant |
| Number Of Recipients | 18 | NumberOfRecipients |
| Amount Of Cash Grant | 173845 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: A limited number of scholarships financed primarily by fundraising activities are available depending on the current financial condition of the school. Scholarships are based upon need. The Financial Aid Committee has sole discretion in determining who is awarded a scholarship. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Renee DuChainey-Farkes | NamePerson |
| Base Compensation Filing Org | 190091 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 15750 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14091 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 219932 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 6 | ReturnReference |
| Explanation | The Head of School's bonus is contingent on the School meeting certain budget thresholds. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| Date Issued | 2005-06-01 | DateIssued |
| Issue Price | 3360000 | IssuePrice |
| Description Of Purpose | Finance the renovation, furnishing & equipping of space leased by Kingsley | 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) |
|---|---|---|
| Amount Retired | 352863 | AmountRetired |
| Total Proceeds | 3360000 | TotalProceeds |
| Amount In Reserve Fund | 210000 | AmountInReserveFund |
| Issuance Costs From Proceeds | 67200 | IssuanceCostsFromProceeds |
| Capital Expenditures | 3082800 | CapitalExpenditures |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Gordon Family LLC | |||
| Shareholder of LLC is Chairman of the Board | -240000 | Loan to the Organization. The loan was repaid in full during the year ended June 30, 2011. | 0 |
| David Belluck | |||
| Board member of the Organization | -240000 | Loan to the Organization. The loan was repaid in full during the year ended June 30, 2011. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | Form 990 is first prepared by the outside auditors,and then reviewed by the Director of Finance and Operations. The return is then submitted for approval to the Audit Committee and prior to filing is made available to the Board of Trustees. | |
| Directors, trustees and key employees are required to disclose annually any interests because it is important for management and the board of trustees to be aware of any potential conflicts | Form 990, Part VI, Section B, line 12c | |
| The process of determining compensation for the organization's director includes review by the compensation committee, comparison to a relative compensation survey, and ultimately approval by the organization's Board of Trustees. | Form 990, Part VI, Section B, line 15a | |
| The 990 is made available to the public upon request and through www.guidestar.com. | Form 990, Part VI, Section C, line 19 |
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