WINSOR SCHOOL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WINSOR SCHOOL INC (EIN 04-2105842)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201211319349302306
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T13:43:13-05:00 | 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 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | 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 | 042105842 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINSOR SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WINS | NameControl |
| Phone | 6177359500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PILGRIM ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD S BERNASCO | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 6177359500 | Phone |
| Date Signed | 2012-03-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GISO MST | Name |
| Phone | 6177610600 | Phone |
| Date Prepared | 2012-03-31 | 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 | RACHEL F STETTLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PILGRIM ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32763973 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WINSOR.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1908 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE WINSOR SCHOOL PROVIDES COLLEGE PREPARATORY INSTRUCTION TO GIRLS IN GRADES FIVE THROUGH TWELVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 193 | TotalNbrEmployees |
| Total Nbr Volunteers | 275 | TotalNbrVolunteers |
| Total Gross UBI | -6647 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -6647 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4372712 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3839804 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14233672 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15344708 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 691638 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2456261 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 205905 | OtherRevenuePriorYear |
| Other Revenue Current Year | 258257 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19503927 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21899030 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2424796 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2774429 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10956410 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11147176 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 75118 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 147903 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1800715 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5533360 | OtherExpensePriorYear |
| Other Expenses Current Year | 5804378 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18989684 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19873886 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 514243 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2025144 | RevenuesLessExpensesCY |
| Total Assets BOY | 81936304 | TotalAssetsBOY |
| Total Assets EOY | 90491789 | TotalAssetsEOY |
| Total Liabilities BOY | 2829474 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3026827 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 79106830 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 87464962 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE WINSOR SCHOOL IS DEDICATED TO DEVELOPING THE INDIVIDUAL TALENTS OF ACADEMICALLY PROMISING AND MOTIVATED GIRLS IN GRADES FIVE THROUGH TWELVE.ITS RIGOROUS ACADEMIC CURRICULUM IS COMPLEMENTED BY STRONG OFFERINGS IN THE ARTS AND PHYSICAL EDUCATION. THE SCHOOL HELPS STUDENTS BUILD A FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFELONG BASE FOR INDEPENDENT THINKING, PROBLEM SOLVING, CREATIVITY, AND WISE DECISION-MAKING.WINSOR STUDENTS ARE EXPECTED TO PURSUE ACADEMIC AND PERSONAL EXCELLENCE AND TO SHOW CONCERN AND RESPECT FOR OTHERS, FOR THE COMMUNITY OF THE SCHOOL, AND FOR THE WORLD IN WHICH THEY LIVE. THEY ARE ENCOURAGED BY A DEDICATED AND CARING FACULTY TO DEVELOP CONFIDENCE IN ALL AREAS OF STUDY, TO EXPRESS THEMSELVES EFFECTIVELY, TO BECOME LEADERS, AND TO FACE CHALLENGES WITH COURAGE AND INTEGRITY.COMMITTED TO DIVERSITY IN ITS STUDENT BODY AND FACULTY AND TO AN INCLUSIVE CURRICULUM, THE SCHOOL FOSTERS AN APPRECIATION OF INDIVIDUAL AND CULTURAL DIFFERENCES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13217647 | Expense |
| Revenue | 15602965 | Revenue |
| Description | THE WINSOR SCHOOL OFFERS A RICH AND CHALLENGING CURRICULUM TO ACADEMICALLY MOTIVATED GIRLS IN GRADES 5-12. WINSOR DEFINES CURRICULUM AS THE TOTAL CLASSROOM LEARNING EXPERIENCE FOR ALL STUDENTS. OUR CURRICULAR PHILOSOPHY IS BASED ON OUR UNDERSTANDINGS ABOUT STUDENT LEARNING, THE PEDAGOGIES WE PRACTICE IN RESPONSE TO THESE UNDERSTANDINGS, THE WAYS WE ASSESS LEARNING, AND THE QUALITIES OF CHARACTER WE ENCOURAGE OUR STUDENTS TO DEVELOP - AS WELL AS THE SKILLS AND CONTENT MORE COMMONLY ASSOCIATED WITH "CURRICULUM." OUR CURRICULUM IS A DESIGNED CONTINUUM OF DEVELOPMENTALLY APPROPRIATE LEARNING EXPERIENCES ACROSS DEPARTMENTS. WINSOR FACULTY KNOWS AND UNDERSTANDS THE CURRICULUM AND TAKES RESPONSIBILITY FOR TEACHING IT. THE FOLLOWING FOUR PRINCIPLES ESTABLISH A BASIS FOR THE DESIGN OF THE WINSOR SCHOOL'S CURRICULUM FOR THE EARLY 21ST CENTURY.CONNECTED CURRICULUMTHE WINSOR SCHOOL BELIEVES THAT STUDENTS LEARN BEST WHEN THEIR IDEAS, SKILLS, AND EXPERIENCES ARE REINFORCED ACROSS THE DISCIPLINES AND THROUGH THE GRADE LEVELS IN A CONNECTED CURRICULUM. TEACHERS PLAN COURSES THAT ESTABLISH CONNECTIONS FOR STUDENTS BETWEEN SUBJECTS AND TO THEIR OWN EXPERIENCE; THESE COURSES BUILD ON STUDENTS' PRIOR LEARNING AND SET THE GROUNDWORK FOR THEIR FUTURE LEARNING. TEACHERS AT EACH GRADE LEVEL KNOW ONE ANOTHER'S CURRICULUM AND INCORPORATE CONTENT AND SKILL CONNECTIONS BETWEEN DISCIPLINES WHEN POSSIBLE. CONNECTED TEACHING AND LEARNING ARE INTEGRATED INTO A STUDENT'S ENTIRE WINSOR EXPERIENCE.A CONNECTED CURRICULUM MAY INCLUDE GRADE LEVEL WORK AROUND THEMES, TEACHING THAT ADDRESSES SHARED ESSENTIAL QUESTIONS, OR INTERDISCIPLINARY TEACHING, WHICH WE DEFINE AS A DESIGNED CONNECTION BETWEEN THEMES AND TOPICS IN MORE THAN ONE SUBJECT IN THE SAME YEAR.SKILLSTHE WINSOR SCHOOL BELIEVES THAT SKILLS - THE LEARNED PROCESSES AND STRATEGIES NEEDED TO ACCOMPLISH A TASK - ARE AN ESSENTIAL PART OF OUR CONNECTED CURRICULUM AND SHOULD BE TAUGHT EXPLICITLY. SKILLS ARE INTEGRATED INTO THE CURRICULUM IN A SPIRALING MODEL, WHERE THEY ADVANCE SEQUENTIALLY IN A COORDINATED FASHION ACROSS DEPARTMENTS FROM YEAR TO YEAR. STUDENTS DEMONSTRATE THEIR SKILL COMPETENCIES AT DEVELOPMENTALLY APPROPRIATE POINTS THROUGHOUT THE EIGHT-YEAR PROGRAM.OUR UNDERSTANDINGS OF HOW STUDENTS LEARN, INCLUDING RESEARCH ON LEARNING STYLES, MANDATE THAT TEACHERS IN EVERY COURSE OFFER STUDENTS SEVERAL WAYS TO UNDERSTAND, ACQUIRE, AND ORGANIZE NEW KNOWLEDGE. USING SKILLS IN MULTIPLE DISCIPLINES REINFORCES STUDENTS' PRIOR LEARNING AND ALLOWS THEM TO ACCESS AND EXPRESS THEIR OWN UNDERSTANDING. TEACHERS DEMONSTRATE, TEACH AND ASSESS SKILLS. THE SKILLS THAT STUDENTS ACQUIRE AT WINSOR SERVE AS TOOLS FOR LIFE-LONG LEARNING.PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITYTHE WINSOR SCHOOL BELIEVES THAT A CRITICAL ASPECT OF ACADEMIC EXCELLENCE IS PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITY. THE PRINCIPLES OF DIVERSITY ARTICULATE THE SCHOOL'S COMMITMENT TO "FOSTER A GLOBAL CONSCIOUSNESS" AND TO MAINTAIN "AN ACADEMIC AND SOCIAL ENVIRONMENT WHERE ALL STUDENTS DEVELOP CONFIDENCE, VALUES, KNOWLEDGE, AND LIFE SKILLS THEY NEED TO THRIVE WITHIN WINSOR AND THE GLOBAL COMMUNITY."AS A DIVERSE COMMUNITY OF TEACHERS AND LEARNERS, WE BELIEVE IT IS IMPORTANT FOR EACH STUDENT TO SEE HERSELF AS ROOTED IN HER INDIVIDUAL CULTURE. WE ALSO BELIEVE THAT IT IS VITAL FOR WINSOR STUDENTS TO UNDERSTAND THE RICH, DYNAMIC CROSS-CULTURAL FORCES WHICH SHAPE OUR COUNTRY AND THE CONTEMPORARY WORLD. THEREFORE, WE TEACH THE WESTERN EXPERIENCE WITHIN THE BROAD CONTEXT OF GLOBAL INTERACTIONS AND ENCOUNTERS. COURSE OFFERINGS IN VARIOUS DISCIPLINES ENABLE STUDENTS TO BECOME FAMILIAR WITH A MULTIPLICITY OF POLITICAL, SOCIAL AND ECONOMIC SYSTEMS, RELIGIOUS AND ETHICAL BELIEFS, AND MODES OF ARTISTIC EXPRESSION. OUR CURRICULUM ALSO INFORMS STUDENTS ABOUT THE NATURAL ENVIRONMENT AND THE USE AND DISTRIBUTION OF OUR PLANET'S FINITE RESOURCES. IT ACTIVELY CHALLENGES STEREOTYPICAL THINKING AND FOSTERS EMPATHIC UNDERSTANDING - THE ABILITY TO SEE AND FEEL WHAT OTHERS SEE AND FEEL.THE WINSOR CURRICULUM ENCOURAGES STUDENTS TO DEVELOP A SENSE OF RESPONSIBILITY FOR THE LOCAL, NATIONAL, AND INTERNATIONAL COMMUNITY IN WHICH THEY LIVE. IT INSTILLS A HABIT OF THINKING BEYOND ONE'S IMMEDIATE SELF-INTEREST AND OF EVALUATING A COURSE OF ACTION IN THE LIGHT OF ITS IMPACT ON THE WELL-BEING OF OTHER PEOPLE AND THE NATURAL ENVIRONMENT. IT LEADS STUDENTS TO "A RECOGNITION OF THE FUNDAMENTAL INTERDEPENDENCE OF ALL PEOPLE."INDEPENDENT THINKING AND LEARNINGTHE WINSOR SCHOOL BELIEVES THAT STUDENTS SHOULD BE TAUGHT TO THINK AND LEARN INDEPENDENTLY IN ORDER TO GAIN THE COMPETENCE AND CONFIDENCE NECESSARY TO BE LIFE-LONG LEARNERS AND STRONG, COURAGEOUS WOMEN. THE WINSOR CURRICULUM GUIDES STUDENTS TOWARD INDEPENDENCE THROUGH AGE-APPROPRIATE EXPERIENCES THAT LEAD THEM TO TAKE INCREASING RESPONSIBILITY FOR THEIR OWN LEARNING.WINSOR FACULTY ARE COMMITTED TO TEACHING STUDENTS THE SKILLS THAT ARE ESSENTIAL TO IDENTIFYING PROBLEMS AND TO DISCOVERING CREATIVE, INFORMED SOLUTIONS TO THEM. THEY TEACH STUDENTS THE SKILLS NEEDED TO STRUCTURE THEIR LEARNING THROUGHOUT THEIR LIVES. STUDENTS LEARN TO DEVELOP A PROCESS FOR DISCOVERY, KNOWING THAT THE PATH ISN'T ALWAYS DIRECT. OUR CURRICULUM TEACHES STUDENTS TO QUESTION EXISTING NORMS AND TO THINK FROM ANOTHER'S PERSPECTIVE; IT PROVIDES THEM WITH OPPORTUNITIES TO APPLY EXISTING KNOWLEDGE AND TOOLS TO UNFAMILIAR PROBLEMS AND TO REACT EFFECTIVELY IN NOVEL SITUATIONS.STUDENTS LEARN WHEN TO SEEK GUIDANCE, THE VALUE OF COLLABORATION, AND HOW TO BE OPEN TO CONSTRUCTIVE CRITICISM. WE BELIEVE THAT A STUDENT WHO TAKES RESPONSIBILITY FOR STRUCTURING AND ASSESSING HER OWN LEARNING IS LIKELY TO HAVE A DEEPER UNDERSTANDING OF WHAT SHE HAS LEARNED AND A - "FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFE-LONG BASIS FOR INDEPENDENT THINKING." | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2774429 | Expense |
| Grants | 2774429 | Grants |
| Description | PROVIDE STUDENT AID IN THE FORM OF SCHOLARSHIPS FOR QUALIFYING STUDENTS. IT IS WINSOR'S PHILOSOPHY TO KEEP THE SCHOOL WITHIN REACH OF MANY GIRLS. HAVING TALENTED STUDENTS FROM DIVERSE SOCIOECONCOMIC BACKGROUNDS STRENGTHENS WINSOR IN EVERY WAY. THE COST OF AN INDEPENDENT SCHOOL EDUCATION CAN SEEM DAUNTING. A WINSOR EDUCATION IS NO EXCEPTION; IT IS A MAJOR INVESTMENT IN A GIRL'S FUTURE. WINSOR CURRENTLY AWARDS MORE THAN $2 MILLION A YEAR THROUGH ITS TUITION ASSISTANCE PROGRAM. INDIVIDUAL AWARDS RANGE FROM $1,000 TO FULL TUITION.MORE THAN 20 PERCENT OF THE STUDENT BODY RECEIVES AID. THE SCHOOL AWARDS PARTIAL AND FULL FINANCIAL GRANTS TO DESERVING STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 15992076 | 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 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | TaxExemptBonds |
| 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 193 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 | 0 | 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 | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD S BERNASCO CFO | NamePerson |
| Telephone Number | 6177359500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PILGRIM ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY B GARDINER | ||||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| BRIDGITT B EVANS | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| JOHN M WESTCOTT JR | ||||||||
| CLERK | 5.00 | X | X | 0 | 0 | 0 | ||
| ELLEN GIANNUZZI | ||||||||
| ASSISTANT CLERK | 2.00 | X | X | 0 | 0 | 0 | ||
| DEBORAH HILL BORNHEIMER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KERRY P BRENNAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JANE BROCK-WILSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TERI WILLIAMS COHEE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM B COLLATOS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARK EDWARDS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN R EGAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM R ELFERS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL S GORDON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PAMELA SMITH HENRIKSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JEAN M HYNES | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EMILIE KAULBACH KENDALL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KIMBERLY HEALD KRAWSHUK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ELIZABETH LEMPRES | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARLYN E MCGRATH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BARTHOLOMEW J MITCHELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH J O'DONNELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SAUL P PANNELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ALLISON KANEB PELLEGRINO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANNE SWINTON RUGGLES | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROGER T SERVISON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PANKAJ TANDON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LINDA H THOMAS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SUSANNAH B TOBIN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PERRY M TRAQUINA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EMILY LUBIN WOODS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RACHEL F STETTLER | ||||||||
| HEAD OF SCHOOL | 50.00 | X | X | 377783 | 0 | 58416 | ||
| RICHARD S BERNASCO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 174943 | 0 | 34042 | |||
| KATHERINE COLE | ||||||||
| DIR. OF ADVANCEMENT | 40.00 | 180477 | 0 | 43111 | X | |||
| KATHERINE GRANT | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 103420 | 0 | 14392 | X | |||
| HELEN OTIS SCHULTZ | ||||||||
| DIRECTOR OF STUDIES | 40.00 | 105029 | 0 | 18826 | X | |||
| KENNETH WONOSKI | ||||||||
| DIRECTOR OF BUILDINGS & GROUNDS | 40.00 | 122374 | 0 | 11635 | X | |||
| MARSHA FLORIO | ||||||||
| HUMAN RESOURCES | 40.00 | 106169 | 0 | 2250 | X | |||
| ROBERT R REARDON JR | ||||||||
| CONTROLLER | 40.00 | 107041 | 0 | 10105 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1277236 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 192777 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | 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 |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MA | |||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | EMPLOYEE MEDICAL INSURANCE | 1148289 |
| WILLIAM RAWN ASSOCIATES | |||||
| 10 POST OFFICE SQUARE | BOSTON | MA | 02109 | ARCHITECTS | 889601 |
| CHARTWELLS COMPASS GROUP USA | |||||
| PO BOX 97337 | CHICAGO | IL | 60693 | FOOD SERVICES | 511790 |
| FIRST STUDENT INC | |||||
| 15 YORK AVE | RANDOLPH | MA | 02368 | BUS SERVICES | 242486 |
| VANASSE HANGEN BRUSTLIN INC | |||||
| 99 HIGH STREET 10TH FLOOR | BOSTON | MA | 021102354 | CIVIL ENGINEERS | 234640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| All Other Contributions | 3839804 | AllOtherContributions |
| Noncash Contributions | 370491 | NoncashContributions |
| Total Contributions | 3839804 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | 15344708 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15344708 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15344708 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 643149 | TotalRevenueColumn |
| Unrelated Business Revenue | -6647 | UnrelatedBusinessRevenue |
| Exclusion | $649,796 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12678055 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10864943 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1813112 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1813112 | TotalRevenueColumn |
| Exclusion | $1,813,112 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | 258257 | TotalRevenueColumn |
| Related Or Exempt Function Income | 258257 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 258257 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21899030 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15602965 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -6647 | UnrelatedBusinessRevenue |
| Exclusion | $2,462,908 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2774429 | Total |
| Program Services | 2774429 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881242 | Total |
| Program Services | 441663 | ProgramServices |
| Management And General | 212555 | ManagementAndGeneral |
| Fundraising | 227024 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8266879 | Total |
| Program Services | 6833304 | ProgramServices |
| Management And General | 591235 | ManagementAndGeneral |
| Fundraising | 842340 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507629 | Total |
| Program Services | 402868 | ProgramServices |
| Management And General | 51346 | ManagementAndGeneral |
| Fundraising | 53415 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 808988 | Total |
| Program Services | 676314 | ProgramServices |
| Management And General | 51467 | ManagementAndGeneral |
| Fundraising | 81207 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 682438 | Total |
| Program Services | 558841 | ProgramServices |
| Management And General | 53340 | ManagementAndGeneral |
| Fundraising | 70257 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23618 | Total |
| Management And General | 23618 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95869 | Total |
| Management And General | 95869 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147903 | Total |
| Fundraising | 147903 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345653 | Total |
| Management And General | 345653 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550873 | Total |
| Program Services | 330460 | ProgramServices |
| Management And General | 152119 | ManagementAndGeneral |
| Fundraising | 68294 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284774 | Total |
| Program Services | 284774 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67425 | Total |
| Program Services | 44747 | ProgramServices |
| Management And General | 15342 | ManagementAndGeneral |
| Fundraising | 7336 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80335 | Total |
| Program Services | 36725 | ProgramServices |
| Management And General | 37708 | ManagementAndGeneral |
| Fundraising | 5902 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1189883 | Total |
| Program Services | 1189883 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111055 | Total |
| Management And General | 111055 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICES | 720236 | 645335 | 24468 | 50433 |
| SUPPLIES | 381461 | 311567 | 37594 | 32300 |
| TRANSPORTATION | 372660 | 372660 | ||
| BOOKS | 230411 | 219785 | 2630 | 7996 |
| EQUIPMENT | 201204 | 201204 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1148921 | Total |
| Program Services | 667517 | ProgramServices |
| Management And General | 275096 | ManagementAndGeneral |
| Fundraising | 206308 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19873886 | Total |
| Program Services | 15992076 | ProgramServices |
| Management And General | 2081095 | ManagementAndGeneral |
| Fundraising | 1800715 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3583053 | BOY |
| EOY | 4190033 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1047225 | BOY |
| EOY | 702651 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47004 | BOY |
| EOY | 98770 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83758 | BOY |
| EOY | 81176 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113172 | BOY |
| EOY | 183414 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36273651 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12910461 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22707477 | BOY |
| EOY | 23363190 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17274471 | BOY |
| EOY | 17106571 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37080144 | BOY |
| EOY | 44765984 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81936304 | BOY |
| EOY | 90491789 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1466370 | BOY |
| EOY | 1560604 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553836 | BOY |
| EOY | 629623 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 809268 | BOY |
| EOY | 836600 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2829474 | BOY |
| EOY | 3026827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43662469 | BOY |
| EOY | 46156105 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11694625 | BOY |
| EOY | 17251886 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23749736 | BOY |
| EOY | 24056971 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79106830 | BOY |
| EOY | 87464962 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81936304 | BOY |
| EOY | 90491789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2025144 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6332988 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 54042880 | BeginningOfYearBalance |
| Contributions | 1628880 | Contributions |
| Investment Earnings Or Losses | 8443596 | InvestmentEarningsOrLosses |
| Other Expenditures | 2592472 | OtherExpenditures |
| End Of Year Balance | 61522884 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47161674 | BeginningOfYearBalance |
| Contributions | 2397804 | Contributions |
| Investment Earnings Or Losses | 6420434 | InvestmentEarningsOrLosses |
| Other Expenditures | 1937032 | OtherExpenditures |
| End Of Year Balance | 54042880 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55797756 | BeginningOfYearBalance |
| Contributions | 1631151 | Contributions |
| Investment Earnings Or Losses | -8456594 | InvestmentEarningsOrLosses |
| Other Expenditures | 1810639 | OtherExpenditures |
| End Of Year Balance | 47161674 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.34060 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26840 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1006744 | OtherCostOrOtherBasis |
| Book Value | 1006744 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27782739 | OtherCostOrOtherBasis |
| Depreciation | 8679375 | Depreciation |
| Book Value | 19103364 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4953476 | OtherCostOrOtherBasis |
| Depreciation | 4231086 | Depreciation |
| Book Value | 722390 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2530692 | OtherCostOrOtherBasis |
| Book Value | 2530692 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23363190 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED LIABILITY PARTNERSHIPS AND COMPANIES | 44416313 | F |
| POOLED INCOME FUND AT MARKET VALUE | 349671 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 44765984 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $275,702 |
| TUITION DEPOSITS | $542,800 |
| DEFERRED LIABILITY-POOLED INCOME FUND | $18,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 836600 | TotalOfAmounts |
| Total Revenue | 21899030 | TotalRevenue |
| Total Expenses | 19873886 | TotalExpenses |
| Excess Or Deficit For Year | 2025144 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6332988 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 6332988 | TotalAdjustments |
| Excess Or Deficit Per FS | 8358132 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25165034 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6332988 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 6332988 | RevenueNotRptdF990 |
| Revenue Subtotal | 18832046 | RevenueSubtotal |
| Investment Expenses Not Included | 345653 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2721331 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3066984 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21899030 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16806902 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16806902 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 345653 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2721331 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3066984 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19873886 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | GIFTS TO THE ENDOWMENT HELP TO SECURE THE SCHOOL'S LONG-TERM FINANCIAL STABILITY AND FUND THE CURRENT PRIORITIES THROUGH THE ONGOING INTEREST GENERATED BY THE ENDOWMENT. WINSOR HONORS DONORS TO ENDOWED FUNDS EACH YEAR IN THE ANNUAL REPORT, WHICH INCLUDES A FULL LIST OF ALL NAMED FUNDS ESTABLISHED SINCE THE SCHOOL'S INCEPTION. BY ESTABLISHING AN ENDOWED FUND OR CONTRIBUTING TO AN EXISTING FUND, YOU CAN SUPPORT WINSOR AND THE GIRLS IN SEVERAL WAYS: - A SCHOLARSHIP FUND HELPS TO MAKE A WINSOR EDUCATION POSSIBLE FOR DESERVING STUDENTS - AN ENDOWED FUND CAN BE DESIGNATED TO SUPPORT A DEPARTMENT, TECHNOLOGY, ATHLETICS, THE LIBRARY, OR FACULTY ENRICHMENT - AN ENDOWED FACULTY CHAIR SUPPORTS A TEACHER IN HER/HIS WORK WITH STUDENTS AND ENCOURAGES PROEFSSIONAL DEVELOPMENT AND PERSONAL GROWTH |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SCHOOL'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE 2,721,331. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE 2,721,331. |
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 | NOTICE OF THE NON-DISCRIMINATION POLICY AS TO STUDENTS IS PUBLISHED IN THE BOSTON GLOBE. | Explanation |
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 |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||
| DEBORAH BLACKMORE ABRAMS | 2 STEPHEN LANE | DEDHAM | MA | 02026 | FUNDRAISING COUNSEL | 0 | 0 | 9162 | 0 |
| JAQUES & CO | |||||||||
| LIBERTY SQUARE | DANVERS | MA | 01923 | FUNDRAISING COUNSEL | 0 | 0 | 138741 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 147903 | TotalRetainedByContractors |
| Licensed States | MA | LicensedStates |
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 | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 99 | NumberOfRecipients |
| Amount Of Cash Grant | 2774429 | 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: STUDENT AID IS BASED ON NEED. GRANTS AND OTHER ASSSISTANCE ARE RELATED TO INSTITUTIONAL FINANCIAL AID FOR WHICH STUDENTS APPLY THROUGH THE FINANCIAL AID OFFICE. ALL AID IS AWARDED BASED ON CERTAIN GUIDELINES AND IS CREDITED DIRECTLY TO STUDENT'S TUITION ACCOUNTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RACHEL F STETTLER | |||||||||||||
| 295090 | 0 | 0 | 0 | 82693 | 0 | 33375 | 0 | 25041 | 0 | 436199 | 0 | 0 | 0 |
| RICHARD S BERNASCO | |||||||||||||
| 174582 | 0 | 0 | 0 | 361 | 0 | 18180 | 0 | 15862 | 0 | 208985 | 0 | 0 | 0 |
| KATHERINE COLE | |||||||||||||
| 179923 | 0 | 0 | 0 | 554 | 0 | 19313 | 0 | 23798 | 0 | 223588 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | AS PART OF RACHEL F. STETTLER'S COMPENSATION, A TAXABLE HOUSING ALLOWANCE OF $82,500 IS PROVIDED AS PART OF HER W-2 WAGES. |
| PART I, LINE 4B | THE SCHOOL TRUSTEES SET UP A 457(B) PLAN FOR RACHEL F. STETTLER TO WHICH A $15,000 CONTRIBUTION WAS MADE DURING FY '11. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 56 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 370491 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | MINUTES ARE NOT TAKEN DURING COMMITTEE MEETINGS. COMMITTEE HEADS PRESENT INFORMATION DIRECTLY TO THE BOARD OF TRUSTEES FOR DECISIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN WILL BE POSTED ON THE TRUSTEES-ONLY SECURE WEB PORTAL PRIOR TO FILING FOR THE FULL BOARD TO REVIEW. | |
| ONCE A YEAR, EACH BOARD MEMBER RECEIVES, SIGNS, AND RETURNS A CONFLICT OF INTEREST CERTIFICATE TO THE CLERK OF THE BOARD OF TRUSTEES. THE CERTIFICATE INFORMS THE BOARD MEMBER OF THE SCHOOL'S POLICY AND ALLOWS THEM TO DISCLOSE ANY POSITIONS WITH THE SCHOOL THAT MIGHT BE CONSIDERED AS CONFLICTING. THE CLERK REVIEWS EACH OF THE CERTIFICATES, AND IF A CONFLICT ARISES, IT IS BROUGHT TO THE ATTENTION OF OTHER OFFICERS OF THE BOARD. IT IS THE RESPONSIBILITY OF THOSE OFFICERS TO DETERMINE THE EXTENT OF THE CONFLICT, WITH THE GOAL OF PREVENTING ABUSE BUT NOT ELIMINATING SOMEONE FROM DOING BUSINESS WITH THE SCHOOL FOR LEGITIMATE PURPOSES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| BASED ON COMPARABILITY DATA AND REVIEW BY INDEPENDENT PERSONS, THE FULL BOARD OF TRUSTEES PROPOSES, VOTES ON, AND SETS THE COMPENSATION FOR THE CEO. THERE WAS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE BOARD OF TRUSTEE'S FINANCE COMMITTEE REVIEWS AVAILABLE INFORMATION FOR COMPENSATION AND MAKES A RECOMMENDATION TO THE FULL BOARD WHICH IS THEN VOTED UPON BY THE BOARD. | FORM 990, PART VI, SECTION B, LINE 15 | |
| OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 990, FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 6,332,988. | FORM 990, PART XI, LINE 5: |
| LINE 2C-DOES ORGANIZATION HAVE A COMMITTEE THAT ASSUMES OVERSIGHT OF AUDIT? | THERE HAVE BEEN NO CHANGES IN THE COMMITTEE'S RESPONSIBILTY FOR THE OVERSIGHT OF THE AUDIT. | FORM 990, PAGE 11, PART XI -FINANCIAL STMTS & REPORTING |