BRIMMER & MAY SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BRIMMER & MAY SCHOOL (EIN 04-2103935)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-21
- IRS object ID
- 201110219349300001
- Schema version
- 2009v1.7
- 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 J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-21T08:03:21-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1 |
| City | TEWKSBURY | City |
| State | MA | State |
| ZIP Code | 01876 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103935 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIMMER AND MAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIM | NameControl |
| Phone | 6175667462 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 MIDDLESEX ROAD | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TREASURER | Name |
| Title | TREASURER | Title |
| Phone | 6175667462 | Phone |
| Date Signed | 2011-01-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard Hart Harrington CPA | Name |
| Phone | 9789702900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES H ORR JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 MIDDLESEX ROAD | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11077673 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BRIMMER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1939 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | NON-BOARDING EDUCATIONAL INSTITUTION FOR GRADES PRE-K-12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 125 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1055723 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 974298 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9752528 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9830772 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 192888 | InvestmentIncomePriorYear |
| Investment Income Current Year | 137809 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 120729 | OtherRevenuePriorYear |
| Other Revenue Current Year | 97481 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11121868 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11040360 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7545549 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7742414 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 393692 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3495538 | OtherExpensePriorYear |
| Other Expenses Current Year | 3477935 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11041087 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11220349 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 80781 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -179989 | RevenuesLessExpensesCY |
| Total Assets BOY | 30014402 | TotalAssetsBOY |
| Total Assets EOY | 32111921 | TotalAssetsEOY |
| Total Liabilities BOY | 13110019 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14702493 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16904383 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17409428 | NetAssetsOrFundBalancesEOY |
| Mission Description | BRIMMER AND MAY IS A PRE-K THROUGH GRADE TWELVE CO-EDUCATIONAL INDEPENDENT SCHOOL IN CHESTNUT HILL, MA. THE SCHOOL IS AN INCLUSIVE, CARING COMMUNITY OF LEARNERS AND IS COMMITTED TO MAINTAINING HIGH ACADEMIC STANDARDS WHILE IMPLEMENTING INNOVATIVE EDUCATIONAL PRACTICES. THE SCHOOLS'S MAIN GOAL IS TO PRODUCE INFORMED, ENGAGED, AND ETHICAL CITIZENS AND LEADERS FOR THE GLOBAL COMMUNITY OF THE 21ST CENTURY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7207514 | Expense |
| Revenue | 9841224 | Revenue |
| Description | INSTITUTION PROVIDES A QUALITY EDUCATIONAL EXPERIENCE FOR STUDENTS TO PREPARE THEM FOR ADVANCED DEGREES AND GAINFUL VOCATIONS. | Description |
| Total Program Service Expense | 7207514 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 125 | 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 |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES H ORR JR TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175667462 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 MIDDLESEX ROAD | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 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 |
|---|---|---|---|---|---|---|---|---|
| Lawrence A Siff | ||||||||
| Chairman | 10.00 | X | X | 0 | 0 | 0 | ||
| Patrick H Byrne | ||||||||
| Co-Vice Chairman | 10.00 | X | X | 0 | 0 | 0 | ||
| John R Fitzgerald | ||||||||
| Co-Vice Chairman | 10.00 | X | X | 0 | 0 | 0 | ||
| James H Orr Jr | ||||||||
| Treasurer | 10.00 | X | X | 0 | 0 | 0 | ||
| Judith K Wyman | ||||||||
| Clerk | 2.00 | X | X | 0 | 0 | 0 | ||
| Vesper G Barnes | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Jeffrey T Black | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Mollye L Block | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Eleanor Hoey Bright | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Peter R Brown | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Jennifer Mugar Flaherty | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Gail S Gabriel | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Paul F Gibbons | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Kenyon Bissell Grogan | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Bernard Kaplan | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Olivia L Kistner | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| David P Kreisler | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Shelley M Stark | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Elinor Epstein Svenson | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Linda Shapiro Waintrup | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Stephen Weber | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Timothy J Wright | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Judith Guild | ||||||||
| Associate Head | 40.00 | 177300 | 0 | 0 | X | |||
| Thomas Fuller | ||||||||
| Director of Lower School | 40.00 | 106400 | 0 | 12121 | X | |||
| Nancy Drourr | ||||||||
| Director of Development | 40.00 | 105400 | 0 | 6994 | X | |||
| Joseph Iuliano | ||||||||
| Director of Middle Schoo | 40.00 | 97850 | 0 | 12116 | X | |||
| Anne C Reenstierna | ||||||||
| Head of School | 40.00 | 219800 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 397100 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 974298 | AllOtherContributions |
| Total Contributions | 974298 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tuition and fees | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 9830772 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9830772 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9830772 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 137809 | TotalRevenueColumn |
| Exclusion | $137,809 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 117212 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 30183 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87029 | TotalRevenueColumn |
| Exclusion | $87,029 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 14108 | GrossSalesOfInventory |
| Cost Of Goods Sold | 7130 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6978 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6978 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous revenue | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 3474 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3474 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3474 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11040360 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9841224 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $224,838 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6513892 | Total |
| Program Services | 4194405 | ProgramServices |
| Management And General | 2071194 | ManagementAndGeneral |
| Fundraising | 248293 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222818 | Total |
| Program Services | 115690 | ProgramServices |
| Management And General | 94652 | ManagementAndGeneral |
| Fundraising | 12476 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539340 | Total |
| Program Services | 320583 | ProgramServices |
| Management And General | 218618 | ManagementAndGeneral |
| Fundraising | 139 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 466364 | Total |
| Program Services | 312400 | ProgramServices |
| Management And General | 135786 | ManagementAndGeneral |
| Fundraising | 18178 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65323 | Total |
| Management And General | 65323 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93192 | Total |
| Management And General | 93192 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628782 | Total |
| Program Services | 628782 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73817 | Total |
| Management And General | 73817 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 901332 | Total |
| Program Services | 901332 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68919 | Total |
| Management And General | 68919 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Program supplies | 512919 | 512919 | |
| Supplies | 177388 | 177388 | |
| Telephone | 104929 | 104929 | |
| Food purchases | 99479 | 99479 | |
| Public relations and ma | 76843 | 76843 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675012 | Total |
| Program Services | 221403 | ProgramServices |
| Management And General | 339003 | ManagementAndGeneral |
| Fundraising | 114606 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11220349 | Total |
| Program Services | 7207514 | ProgramServices |
| Management And General | 3619143 | ManagementAndGeneral |
| Fundraising | 393692 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2604398 | BOY |
| EOY | 2232020 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1687547 | BOY |
| EOY | 1656671 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383253 | BOY |
| EOY | 400526 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13347 | BOY |
| EOY | 13875 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321698 | BOY |
| EOY | 369057 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28685833 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8151744 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19397655 | BOY |
| EOY | 20534089 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5606504 | BOY |
| EOY | 6905681 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30014402 | BOY |
| EOY | 32111921 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884156 | BOY |
| EOY | 959113 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2385863 | BOY |
| EOY | 2720880 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9840000 | BOY |
| EOY | 11022500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13110019 | BOY |
| EOY | 14702493 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11476603 | BOY |
| EOY | 12571804 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1453177 | BOY |
| EOY | 813353 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3974603 | BOY |
| EOY | 4024271 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16904383 | BOY |
| EOY | 17409428 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30014402 | BOY |
| EOY | 32111921 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 4587149 | BeginningOfYearBalance |
| Contributions | 352891 | Contributions |
| Investment Earnings Or Losses | 242680 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39350 | GrantsOrScholarships |
| Other Expenditures | 90333 | OtherExpenditures |
| End Of Year Balance | 5053037 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4259743 | BeginningOfYearBalance |
| Contributions | 846816 | Contributions |
| Investment Earnings Or Losses | -414776 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 27200 | GrantsOrScholarships |
| Other Expenditures | 77434 | OtherExpenditures |
| End Of Year Balance | 4587149 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76350 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23650 | 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 | 3992451 | InvestmentCostOrOtherBasis |
| Book Value | 3992451 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 22251688 | InvestmentCostOrOtherBasis |
| Depreciation | 6408932 | Depreciation |
| Book Value | 15842756 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2209826 | InvestmentCostOrOtherBasis |
| Depreciation | 1581473 | Depreciation |
| Book Value | 628353 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 231868 | InvestmentCostOrOtherBasis |
| Depreciation | 161339 | Depreciation |
| Book Value | 70529 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20534089 | TotalOfBookValueLandBuildings |
| Total Revenue | 11040360 | TotalRevenue |
| Total Expenses | 11220349 | TotalExpenses |
| Excess Or Deficit For Year | -179989 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 608452 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 79000 | PriorPeriodAdjustments |
| Other | -$2,418 | OtherAmount |
| Total Adjustments | 685034 | TotalAdjustments |
| Excess Or Deficit Per FS | 505045 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11733036 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 608452 | NetUnrealizedGainsInvestments |
| Other Revenues | 86130 | OtherRevenues |
| Revenue Not Rptd F990 | 694582 | RevenueNotRptdF990 |
| Revenue Subtotal | 11038454 | RevenueSubtotal |
| Other Revenues Not Included | 1906 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1906 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11040360 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11227991 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7642 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7642 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11220349 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11220349 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Part V, line 4: Endowment funds are assets that are invested to provide support to the school. A portion of the investment return is utilized to support the school's operations in fulfillment of its mission and a portion to enhance and maintain the purchasing capacity of the permanently restricted net assets. |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold CONTRIBUTIONS | |
| Part XII, Line 4b - Other Adjustments: | INTEREST INCOME ADJUSTMENT | |
| Part XIII, Line 2d - Other Adjustments: | Cost of goods sold MISCELLANEOUS RECLASSIFICATIONS |
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 |
| Pub Via Broadcast Media Expln | The annual notice of nondiscriminatory policy as to students is published in a December issue of the Boston Globe | PubViaBroadcastMediaExpln |
| 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 117212 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 117212 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 30183 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 117212 | GrossReceiptsTotal |
| Gross Revenue Total Events | 117212 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 30183 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30183 | DirectExpenseSummaryEvents |
| Net Income Summary | 87029 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Judith Guild | |||||||||||||
| 172300 | 0 | 5000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 177300 | 0 | 156586 | 0 |
| Anne C Reenstierna | |||||||||||||
| 193800 | 0 | 26000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 219800 | 0 | 253198 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 57583RCD5 | CUSIPNumber |
| Date Issued | 2005-08-01 | DateIssued |
| Issue Price | 10000000 | IssuePrice |
| Description Of Purpose | Addition, renovations, land purchase | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the Management,representatives of the Finance Committee and the Audit Committee. The Audit Committee approves the Form 990 as authorized by the Board of Trustees. An electronic copy is provided to each voting Board Member prior to filing. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is regularly and consistently monitored by the Board of Trustees. Compliance with the policy is enforced by the governing board, which informs new trustees and committee appointees of its policy and requires disclosure both upon initial election and appointment and also upon all subsequent re-elections and re-appointments. |
| Form 990, Part VI, Section B, line 15 | The Organization has a compensation committee. The committee determines the compensation for the Head and Associate Head of the School. The Head of the School consults the committee regarding compensation for all other employees, including key employees. Compensation is determined by the Compensation Committee which is comprised of independent members of the Board of Trustees utilizing comparative data obtained from NAIS. |
| Form 990, Part VI, Section C, line 19 | The governing documents, policies and financial statements of the School are made available to the public upon request. |
Comments