DEXTER SOUTHFIELD INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DEXTER SOUTHFIELD INC (EIN 04-2104152)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-14
- IRS object ID
- 201233199349300108
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T06:31:24-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041796830 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL BRIER & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN POST OFFICE SQUARE - 6TH FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021094689 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEXTER SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEXT | NameControl |
| Phone | 6175225544 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NEWTON STREET | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 024457498 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD SAUL | Name |
| Title | BUSINESS MANAGER | Title |
| Phone | 6175225544 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEITH P LAGRAVES | Name |
| PTIN | P00068702 | PTIN |
| Phone | 6175237094 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD SAUL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NEWTON STREET | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 024457498 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29873329 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DEXTER-SOUTHFIELD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | ELEMENTARY THROUGH HIGH SCHOOL FOR BOYS- PRE-KINDERGARTEN TO GRADE TWELVE | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 266 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 669529 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1700980 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23777453 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23592375 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 423780 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27802 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1266 | OtherRevenuePriorYear |
| Other Revenue Current Year | -11297 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24872028 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25309860 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4226267 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3675753 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14141720 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14263041 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 750572 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11055568 | OtherExpensePriorYear |
| Other Expenses Current Year | 9633166 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29423555 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27571960 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4551527 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2262100 | RevenuesLessExpensesCY |
| Total Assets BOY | 67648130 | TotalAssetsBOY |
| Total Assets EOY | 64084779 | TotalAssetsEOY |
| Total Liabilities BOY | 42168054 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42166545 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25480076 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21918234 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ELEMENTARY THROUGH HIGH SCHOOL FOR BOYS - PRE-KINDERGARTEN TO GRADE TWELVE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8647968 | Expense |
| Revenue | 14523340 | Revenue |
| Description | THE SCHOOL PROVIDES ELEMENTARY AND SECONDARY COLLEGE PREPARATORY EDUCATION TO BOYS IN GRADES PRE-KINDERGARTEN THROUGH 12. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3675752 | Expense |
| Description | PROVIDES STUDENTS AID IN THE FORM OF GRANTS FOR QUALIFYING STUDENTS WHO WOULD OTHERWISE BE UNABLE TO ATTEND THE SCHOOL | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1096053 | Expense |
| Revenue | 1073036 | Revenue |
| Description | THE SCHOOL PROVIDES SERVICES TO THE COMMUNITY THROUGH ITS SUMMER DAY AND OVERNIGHT PROGRAMS ON THE CAMPUS AND AT ITS FACILITIES ON CAPE COD. IN ADDITION, ADULT EDUCATION, PUBLIC SCHOOL PROGRAMS, AND OTHER EDUCATIONAL OUTREACH PROGRAMS ARE CONDUCTED ON THE PROPERTY AND AT THE SCHOOL'S CLAY CENTER OBSERVATORY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4261886 | Expense |
| Revenue | 7330010 | Revenue |
| Description | LUNCHROOM: $1,133,330TRANSPORTATION: $827,362ATHLETICS: $1,530,738CLAY CENTER: $157,018ROUNDING $1ICE FACILITY: $613,437 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4261886 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 7330010 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 17681659 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | 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 | 1 | 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 | 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 | 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 | 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 | 1 | 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 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 266 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD D SAUL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175225544 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NEWTON STREET | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 024457498 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| W SHAW MCDERMOTT | |||||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||||
| DR BARBARA P ROCKETT | |||||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||||
| DR DOLA HAMILTON STEMBERG | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| CHARLES HAYDOCK | |||||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||||
| ERNEST C ADAMS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DR DAVID S BROWN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| WILLIAM J CLEARY JR | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| HONORABLE SANDRA HAMLIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DR EDWARD M MAHONEY | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DR VINCENT J MORGAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| INGRID MCDONOUGH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ANTHONY DINOVI | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| TODD VINCENT | |||||||||
| HEADMASTER | 40.00 | 242980 | 0 | 41906 | X | X | |||
| RICHARD SAUL | |||||||||
| BUSINESS MANAGER | 40.00 | 175555 | 0 | 39197 | X | X | |||
| ENDICOTT SALTONSTALL | |||||||||
| FACULTY | 40.00 | 168870 | 0 | 18004 | X | ||||
| DANIEL STEWART TUCKER | |||||||||
| FACULTY | 40.00 | 162360 | 0 | 36623 | X | ||||
| GEORGE WRIGHT | |||||||||
| FACULTY | 40.00 | 158030 | 0 | 36661 | X | ||||
| DANIEL DONATO | |||||||||
| FACULTY | 40.00 | 151460 | 0 | 33520 | X | ||||
| BENJAMIN PHINNEY | |||||||||
| FACULTY | 40.00 | 139080 | 0 | 29014 | X | ||||
| WILLIAM F PHINNEY | |||||||||
| FORMER HEADMASTER, TRUSTEE | 40.00 | 960418 | 0 | 24672 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2158753 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 259597 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SCHWARTZ HANNUM | |||||
| 11 CHESTNUT STREET 11 | ANDOVER | MA | 01810 | LEGAL SERVICES | 113704 |
| RUSSELL BRIER & CO LLP | |||||
| TEN POST OFFICE SQUARE SUITE 600 | BOSTON | MA | 01290 | AUDIT/ACCOUNTING | 103000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 1700980 | AllOtherContributions |
| Noncash Contributions | 29431 | NoncashContributions |
| Total Contributions | 1700980 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611110 | 14285408 | 14285408 |
| SOUTHFIELD OPERATIONS | 611110 | 7173830 | 7173830 |
| SUMMER PROGRAM | 611110 | 1073036 | 1073036 |
| ICE FACILITY FEES | 611110 | 501477 | 501477 |
| BRIARWOOD OPERATION | 611110 | 344739 | 344739 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 213885 | TotalRevenueColumn |
| Related Or Exempt Function Income | 213885 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23592375 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 682494 | TotalRevenueColumn |
| Exclusion | $682,494 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3908777 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3727266 | Securities |
| Other | 836203 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 181511 | Securities |
| Other | -836203 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -654692 | TotalRevenueColumn |
| Related Or Exempt Function Income | -654692 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALLOWANCE FOR UNCOLLEC | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | -11297 | TotalRevenueColumn |
| Related Or Exempt Function Income | -11297 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -11297 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25309860 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22926386 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $682,494 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3675753 | Total |
| Program Services | 3675753 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10509905 | Total |
| Program Services | 8430129 | ProgramServices |
| Management And General | 1687532 | ManagementAndGeneral |
| Fundraising | 392244 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628242 | Total |
| Program Services | 498873 | ProgramServices |
| Management And General | 110546 | ManagementAndGeneral |
| Fundraising | 18823 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2363491 | Total |
| Program Services | 1759613 | ProgramServices |
| Management And General | 520788 | ManagementAndGeneral |
| Fundraising | 83090 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 761403 | Total |
| Program Services | 604311 | ProgramServices |
| Management And General | 128861 | ManagementAndGeneral |
| Fundraising | 28231 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383058 | Total |
| Management And General | 383058 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127563 | Total |
| Management And General | 127563 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16812 | Total |
| Program Services | 2582 | ProgramServices |
| Management And General | 14230 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1041786 | Total |
| Program Services | 844253 | ProgramServices |
| Management And General | 163237 | ManagementAndGeneral |
| Fundraising | 34296 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663260 | Total |
| Program Services | 297188 | ProgramServices |
| Management And General | 366072 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29360 | Total |
| Management And General | 1848 | ManagementAndGeneral |
| Fundraising | 27512 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2103049 | Total |
| Management And General | 2103049 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241215 | Total |
| Program Services | 67066 | ProgramServices |
| Management And General | 174149 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| BOND COSTS | 1774166 | 1774166 | ||
| CONTRACTED SERVICES | 1138478 | 716478 | 311829 | 110171 |
| UTILITIES | 582784 | 385054 | 197730 | |
| INSTRUCTIONAL EXPENSES | 566740 | 566740 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 964895 | Total |
| Program Services | 425592 | ProgramServices |
| Management And General | 483098 | ManagementAndGeneral |
| Fundraising | 56205 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27571960 | Total |
| Program Services | 17681659 | ProgramServices |
| Management And General | 9139729 | ManagementAndGeneral |
| Fundraising | 750572 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211500 | BOY |
| EOY | 35912 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3057544 | BOY |
| EOY | 3057610 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37825 | BOY |
| EOY | 651079 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 320888 | BOY |
| EOY | 219076 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35393 | BOY |
| EOY | 36349 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468723 | BOY |
| EOY | 662360 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 65780857 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32779434 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34998139 | BOY |
| EOY | 33001423 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21907202 | BOY |
| EOY | 19990497 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2889486 | BOY |
| EOY | 1856459 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3721430 | BOY |
| EOY | 4574014 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67648130 | BOY |
| EOY | 64084779 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119848 | BOY |
| EOY | 74081 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2473957 | BOY |
| EOY | 3287917 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35750000 | BOY |
| EOY | 35750000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3824249 | BOY |
| EOY | 3054547 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42168054 | BOY |
| EOY | 42166545 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25380513 | BOY |
| EOY | 21321502 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 500000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99563 | BOY |
| EOY | 96732 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25480076 | BOY |
| EOY | 21918234 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67648130 | BOY |
| EOY | 64084779 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2262100 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1299742 | 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 Both | X | FinancialStatementBoth |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30480262 | BeginningOfYearBalance |
| Contributions | 840250 | Contributions |
| Investment Earnings Or Losses | -1411603 | InvestmentEarningsOrLosses |
| Other Expenditures | 1010058 | OtherExpenditures |
| Administrative Expenses | 11297 | AdministrativeExpenses |
| End Of Year Balance | 28887554 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29189126 | BeginningOfYearBalance |
| Contributions | 54150 | Contributions |
| Investment Earnings Or Losses | 3779055 | InvestmentEarningsOrLosses |
| Other Expenditures | 2543335 | OtherExpenditures |
| Administrative Expenses | -1266 | AdministrativeExpenses |
| End Of Year Balance | 30480262 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24813237 | BeginningOfYearBalance |
| Contributions | 3426675 | Contributions |
| Investment Earnings Or Losses | 2151369 | InvestmentEarningsOrLosses |
| Other Expenditures | -1188151 | OtherExpenditures |
| Administrative Expenses | -14004 | AdministrativeExpenses |
| End Of Year Balance | 29189126 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26464518 | BeginningOfYearBalance |
| Contributions | 254648 | Contributions |
| Investment Earnings Or Losses | -3807432 | InvestmentEarningsOrLosses |
| Other Expenditures | 1901103 | OtherExpenditures |
| Administrative Expenses | 400 | AdministrativeExpenses |
| End Of Year Balance | 24813237 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.97770 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01870 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00360 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 342130 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 358747 | OtherCostOrOtherBasis |
| Book Value | 700877 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3039357 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 47035567 | OtherCostOrOtherBasis |
| Depreciation | 21474442 | Depreciation |
| Book Value | 28600482 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 82841 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4466358 | OtherCostOrOtherBasis |
| Depreciation | 3213142 | Depreciation |
| Book Value | 1336057 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 137823 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9546683 | OtherCostOrOtherBasis |
| Depreciation | 8091850 | Depreciation |
| Book Value | 1592656 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 771351 | InvestmentCostOrOtherBasis |
| Book Value | 771351 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33001423 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INVESTMENT INCOME | 55206 |
| FACILITY PLANNING IN PROCESS | 406657 |
| ACCOUNTS RECEIVABLE - SOUTHFIELD SCHOOL | 4006928 |
| OTHER ASSETS | 38086 |
| OTHER RECEIVABLES | 67137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4574014 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ROXBURY LATIN SCHOOL CAPITAL CONTRIBUTION | $131,049 |
| ACCRUED INTEREST PAYABLE | $291,322 |
| CHARITABLE GIFT ANNUITY PAYABLE | $14,309 |
| LINE OF CREDIT | $2,000,000 |
| POST RETIREMENT BENEFIT PAYABLE - CURRENT | $617,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3054547 | TotalOfAmounts |
| Total Revenue | 25309860 | TotalRevenue |
| Total Expenses | 27571960 | TotalExpenses |
| Excess Or Deficit For Year | -2262100 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1299741 | NetUnrealizedGLOnInvestments |
| Other | -$1 | OtherAmount |
| Total Adjustments | -1299742 | TotalAdjustments |
| Excess Or Deficit Per FS | -3561842 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21821006 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1299741 | NetUnrealizedGainsInvestments |
| Other Revenues | -3675753 | OtherRevenues |
| Revenue Not Rptd F990 | -4975494 | RevenueNotRptdF990 |
| Revenue Subtotal | 26796500 | RevenueSubtotal |
| Investment Expenses Not Included | 127563 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -1614204 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1486641 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25309859 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23694800 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23694800 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 127563 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3749597 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3877160 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27571960 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE SCHOOL HOLDS FINE ART AND COLLECTIBLES FOR DISPLAY AT THE SCHOOL. | |
| PART X: | THE SCHOOL EVALUATES TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN ITS TAX RETURNS TO DETERMINE WHETHER TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE FEDERAL OR STATE AUTHORITY. THE SCHOOL HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN 2012 RETURNS AND BELIEVE THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE AUTHORITIES. THE SCHOOL'S 2009 THROUGH 2011 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. IN ADDITION, THE SCHOOL QUALIFIES FOR THE CHARITABLE DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ROUNDING -1. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| FINANCIAL AID EXPENSE -3,675,753. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| NONOPERATING REVENUE -1,614,206. NONOPERATING REALIZED GAINS NONOPERATING SHORT-TERM INVESTMENT INCOME FINANCIAL AID LOSS ON DISPOSAL OF ASSETS ROUNDING 2. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| FINANCIAL AID EXPENSE 3,675,753. DEFERRED COMPENSATION EXPENSE 73,842. ROUNDING 2. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
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 | DEXTER SCHOOL PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY ANNUALLY IN THE BOSTON GLOBE, WHICH OCCURRED ON DECEMBER 4TH, 2011. IN THE 2012 FISCAL YEAR, IT WAS PUBLISHED IN CONJUNCTION WITH A GROUP ADVERTISEMENT COORDINATED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND. | Explanation |
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 TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 132 | NumberOfRecipients |
| Amount Of Cash Grant | 3675753 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD VINCENT | |||||||||||||
| 212500 | 0 | 0 | 0 | 30480 | 0 | 21250 | 0 | 20656 | 0 | 284886 | 0 | 0 | 0 |
| RICHARD SAUL | |||||||||||||
| 175555 | 0 | 0 | 0 | 0 | 0 | 17556 | 0 | 21641 | 0 | 214752 | 0 | 0 | 0 |
| ENDICOTT SALTONSTALL | |||||||||||||
| 168870 | 0 | 0 | 0 | 0 | 0 | 8444 | 0 | 9560 | 0 | 186874 | 0 | 0 | 0 |
| DANIEL STEWART TUCKER | |||||||||||||
| 162360 | 0 | 0 | 0 | 0 | 0 | 16226 | 0 | 20397 | 0 | 198983 | 0 | 0 | 0 |
| GEORGE WRIGHT | |||||||||||||
| 137990 | 0 | 0 | 0 | 20040 | 0 | 13689 | 0 | 22972 | 0 | 194691 | 0 | 0 | 0 |
| DANIEL DONATO | |||||||||||||
| 151460 | 0 | 0 | 0 | 0 | 0 | 12880 | 0 | 20640 | 0 | 184980 | 0 | 0 | 0 |
| BENJAMIN PHINNEY | |||||||||||||
| 139080 | 0 | 0 | 0 | 0 | 0 | 9277 | 0 | 19737 | 0 | 168094 | 0 | 0 | 0 |
| WILLIAM F PHINNEY | |||||||||||||
| 960418 | 0 | 0 | 0 | 0 | 0 | 15500 | 0 | 9172 | 0 | 985090 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | HEADMASTER TODD VINCENT LIVES IN CAMPUS HOUSING PROVIDED BY THE SCHOOL. GEORGE WRIGHT LIVES IN CAMPUS HOUSING PROVIDED BY THE SCHOOL. FORMER HEADMASTER WILLIAM PHINNEY LIVED IN CAMPUS HOUSING PROVIDED BY THE SCHOOL. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQL2 | 2007-08-02 | 1100000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQM0 | 2007-08-02 | 1150000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQN8 | 2007-08-02 | 1210000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQP3 | 2007-08-02 | 1275000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQQ1 | 2007-08-02 | 1330000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQR9 | 2007-08-02 | 1400000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQS7 | 2009-08-02 | 1465000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQT5 | 2009-08-02 | 1540000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQU2 | 2009-08-02 | 1600000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQV0 | 2009-08-02 | 1680000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQW8 | 2009-08-02 | 3000000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||
| 57583RQE8 | 2009-08-02 | 8000000 | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 57583RQX6 | CUSIPNumber |
| Date Issued | 2009-08-02 | DateIssued |
| Issue Price | 11000000 | IssuePrice |
| Description Of Purpose | MASSACHUSETTS DEVELOPMENT FINANCE AGY (MDFA) | 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) |
|---|---|---|
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | 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 |
| Post Issuance Compliance Procdrs | 0 | 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 (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BENJAMIN PHINNEY | |||
| FAMILY MEMBER OF TRUSTEE AND FORMER HEADMASTER | 167610 | EMPLOYEE OF THE SCHOOL | 0 |
| PERRY PHINNEY | |||
| FAMILY MEMBER OF TRUSTEE AND FORMER HEADMASTER | 133784 | EMPLOYEE OF THE SCHOOL | 0 |
| CYNTHIA SAUL | |||
| FAMILY MEMBER OF BUSINESS MANAGER | 3933 | SEASONAL EMPLOYEE IN THE SUMMER CAMP PROGRAM | 0 |
| ROBERT PHINNEY | |||
| FAMILY MEMBER OF TRUSTEE AND FORMER HEADMASTER | 138966 | EMPLOYEE OF THE SCHOOL | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29431 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | 39. MINUTES OF THE MEETINGS OF THE BOARD OF TRUSTEES ARE KEPT | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT AND TREASURER OF THE CORPORATION REVIEW THE FORM 990 PRIOR TO SUBMITTAL, AND THE FORM IS AVAILABLE FOR REVIEW FOR THOSE DESIRING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL CONDUCTS PERIODIC REVIEWS TO DETERMINE WHETHER ANY CONFLICT OF INTEREST EXISTS. ADDITIONALLY, THE SCHOOL REQUIRES ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND PRINCIPAL ADMINISTRATORS OF THE SCHOOL TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE SCHOOL ALSO DISTRIBUTES THIS POLICY TO ANY THIRD PARTY WHO IS ENGAGED BY THE SCHOOL TO PROVIDE CONSULTING OR FINANCIAL AND OPERATING DECISIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SCHOOL COMPARED DATA FROM SURROUNDING PRIVATE SCHOOLS TO DETERMINE ADEQUATE AND COMPETITIVE COMPENSATION FOR THE INCOMING HEADMASTER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS ARE AVAILABLE AT THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF CORPORATION THE CONFLICT OF INTEREST POLICY IS FURNISHED UPON REQUEST THE FINANCIAL STATEMENTS ARE FURNISHED UPON REQUEST, LOCATED ON GUIDESTAR, AND AVAILABLE FOR VIEWING AT THE COMMONWEALTH'S DIVISION OF CHARITIES | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,299,741. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: -1,299,742. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHFIELD SCHOOL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NEWTON STREET | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043134986 | EIN |
| Primary Activities | ELEMENTARY THROUGH HIGH SCHOOL FOR GIRLS - PRE-KINDERGARTEN TO GRADE TWELVE | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(II) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SOUTHFIELD SCHOOL | ||
| N | 2808679 | ALLOCATION |
| SOUTHFIELD SCHOOL | ||
| P | 4365151 | ALLOCATION |
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