BEACON ACADEMY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEACON ACADEMY INC (EIN 73-1710051)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-11
- IRS object ID
- 202610709349300626
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-11T10:16:26-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823736106 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POZERSKI HATCH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEDGEWOOD PLACE SUITE 304 | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731710051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAC | BusinessNameControlTxt |
| Phone | 6174232266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 SOUTH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES CARTER | PersonNm |
| Person Title | CEO & HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6174232266 | PhoneNum |
| Signature | 2026-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE HATCH | PreparerPersonNm |
| PTIN | P01222458 | PTIN |
| Phone | 7814801430 | PhoneNum |
| Preparation | 2026-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES CARTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 SOUTH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,241,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BEACONACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | BEACON ACADEMY PROVIDES A TRANSFORMATIONAL YEAR BETWEEN 8TH AND 9TH GRADES TO PROMISING, MOTIVATED AND HARD-WORKING STUDENTS FROM BOSTON AND SURROUNDING URBAN AREAS. INSPIRED BY A CHALLENGING CURRICULUM AND STIMULATING CO-CURRICULAR EXPERIENCES, STUDENTS LEARN VITAL ACADEMIC SKILLS AND DEVELOP HABITS OF MIND THAT EMPOWER THEM TO CHANGE THE TRAJECOTRY OF THEIR LIVES. THEY EMERGE AS ACTIVE LEARNERS WITH INCREASED CONFIDENCE, CRITICAL THINKING SKILLS, AND BROADER VISION, PREPARED TO THRIVE AT COMPETITIVE, INDEPENDENT AND PUBLIC EXAM HIGH SCHOOLS THAT SHARE OUR COMMITMENT TO THEIR SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,792,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,999,818 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $282,952 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,711,079 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$70,905 | PYOtherRevenueAmt |
| CY Other Revenue | -$94,957 | CYOtherRevenueAmt |
| PY Total Revenue | $3,004,278 | PYTotalRevenueAmt |
| CY Total Revenue | $4,615,940 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $269,175 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,712,101 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,867,434 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $460,820 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,300,019 | PYOtherExpensesAmt |
| CY Other Expenses | $1,203,996 | CYOtherExpensesAmt |
| PY Total Expenses | $3,012,120 | PYTotalExpensesAmt |
| CY Total Expenses | $3,377,105 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,842 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,238,835 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,296,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,845,976 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91,047 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,199,629 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,754,929 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BEACON ACADEMY CLOSES THE OPPORTUNITY GAP FOR A GROUP OF GREATER BOSTON'S DETERMINED AND INQUISITIVE STUDENTS. THROUGH EDUCATION AND ADVOCACY, OUR COMMUNITY SUPPORTS STUDENTS AS THEY DEVELOP AND EMBRACE THEIR IDENTITIES AND BUILD LIVES OF AGENCY AND IMPACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,944,435 | ExpenseAmt |
| Desc | BEACON ACADEMY PROVIDES A COMPREHENSIVE 10-YEAR PROGRAM TO PREPARE MOTIVATED STUDENTS FROM HISTORICALLY UNDER-RESOURCED AND/OR UNDERREPRESENTED COMMUNITIES IN GREATER BOSTON FOR SUCCESS IN COMPETITIVE HIGH SCHOOLS, COLLEGES, AND FUTURE CAREERS. BEACON ACADEMY IS DEDICATED TO ADVANCING EDUCATIONAL EQUITY AND CLOSING THE OPPORTUNITY GAP BY COMMITTING LONG-TERM SUPPORT TO EACH STUDENT, EMPHASIZING BOTH EDUCATIONAL ACHIEVEMENT AND PERSONAL WELL-BEING AND DEVELOPMENT.WITH EXTENSIVE ACADEMIC RESOURCES AND A SUPPORTIVE COMMUNITY, BEACON ACADEMY FOSTERS INTELLECTUAL CURIOSITY, PROMOTES SELF-AFFIRMATION OF RACIAL AND CULTURAL IDENTITY, BUILDS CONFIDENCE, AND EMPOWERS STUDENTS TO FIND AND UTILIZE THEIR VOICE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $204,967 | ExpenseAmt |
| Desc | THE FIRST YEAR OF THE 10-YEAR PROGRAM FOCUSES ON PROVIDING STUDENTS WITH A STRONG ACADEMIC EDUCATION ALONGSIDE ENGAGING EXTRACURRICULAR ACTIVITIES. THESE INITIATIVES ENHANCE SOCIAL AND CULTURAL EXPERIENCES THAT BUILD STUDENTS' CONFIDENCE AND AFFIRM THEIR IDENTITIES. STUDENTS ALSO LEARN TO REPRESENT BEACON ACADEMY'S CORE VALUES OF RESPECT, COURAGE, CURIOSITY, AND ACCOUNTABILITY, AS THEY ALSO DEVELOP THEIR LEADERSHIP SKILLS. THE STUDENTS ULTIMATELY LEVERAGE THEIR LEARNINGS AND RESOURCES TO APPLY AND GAIN ADMITTANCE TO COMPETITIVE INDEPENDENT HIGH SCHOOLS THAT FIT THEIR ACADEMIC, PERSONAL, AND FINANCIAL EXPECTATIONS.AND UPON GRADUATION, WE ASSIST THE STUDENTS IN SECURING UNIQUE SUMMER OPPORTUNITIES. THROUGHOUT THE FIRST YEAR AND BEYOND, BEACON ACADEMY SUPPORTS STUDENTS IN CULTIVATING THEIR ABILITY TO ADVOCATE FOR THEIR DESIRES AND NEEDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $269,175 | ExpenseAmt |
| Grant | $269,175 | GrantAmt |
| Desc | OUR 10-YEAR PROGRAM IS UNIQUE BECAUSE WE FOLLOW BEACON ACADEMY ALUMNI AFTER THE ACADEMY YEAR. WE PRIORITIZE COMMUNICATION AND GROWTH BY OFFERING MENTAL HEALTH AND WELLNESS SUPPORT, CAREER READINESS MENTORSHIP AND GUIDANCE, AND OTHER SERVICES TO COLLABORATIVELY IDENTIFY AND ADDRESS THEIR NEEDS. WE PROVIDE EDUCATIONAL SUPPORT SERVICES TO NEARLY 400 ALUMNI TO ENSURE CONTINUITY OF GUIDANCE, RESOURCES, AND CONNECTIONS TO BEACON ACADEMY AFTER GRADUATION.FOR OUR ALUMNI IN HIGH SCHOOL, THESE EDUCATIONAL SUPPORT SERVICES INCLUDE A 9TH-GRADE TRANSITION PROGRAM, BI-ANNUAL CARE PACKAGE, AND PERSONAL VISITS. WE ALSO OFFER SAT PREP, ESSAY WRITING SUPPORT, COLLEGE APPLICATION ASSISTANCE, AND FINANCIAL AID HELP TO MAINTAIN REGULAR CONTACT AND REINFORCE THE STRATEGIES AND VALUES ACQUIRED DURING THEIR ACADEMY YEAR. SINCE 2017, 98% OF OUR ALUMNI HAVE GRADUATED FROM HIGH SCHOOL.ON AVERAGE, 92% OF OUR ACTIVE ALUMNI GAIN ADMITTANCE TO FOUR-YEAR COLLEGES, AND MOST RECEIVE FINANCIAL AID PACKAGES THAT EXCEED EXPECTED FAMILY CONTRIBUTIONS. COLLEGE ALUMNI TAKE ADVANTAGE OF A WIDE RANGE OF PROFESSIONAL DEVELOPMENT PROGRAMS, INCLUDING RESUME WORKSHOPS, PANEL DISCUSSIONS WITH INDUSTRY LEADERS, AND ACCESS TO INTERNSHIPS AND JOBS THROUGH OUR BEACONCONNECT PLATFORM. WE ALSO HOST SEVERAL ANNUAL EVENTS FOR ALL ALUMNI, CONTINUOUSLY SEEKING WAYS TO STAY CONNECTED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,418,577 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES CARTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174232266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 SOUTH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELLIE LOUGHLIN | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA LUTZKER | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE MCKENNA | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAYNA ATKINS | |||||||
| CLERK | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY MCCARTHY | |||||||
| CHAIR EMERITAS | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROLYN MCCLINTOCK PETER | |||||||
| CHAIR EMERITAS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA AFEYAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET BERKELEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NINA BOWMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY BROOKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE COFFIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA DIADAMO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEN DOLINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM DONOHUE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ENGERMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY FAIRFAX | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA FELDMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA MAILER-HOWAT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET NAHIRNY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KNEIDE NASCIMENTO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN PARKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN RYAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN STAFFORD STEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KYLE UMEMBA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELI WARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WILKINSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E CARTER | |||||||
| CEO & HEAD OF SCHOOL | 40.00 | Yes (X) | $238,168 | $0 | $47,678 | ||
| SCOTT STEELE | |||||||
| DIRECTOR OF FINANCE AND OP | 40.00 | Yes (X) | $99,039 | $0 | $16,188 | ||
| NICOLE BAKER | |||||||
| DIRECTOR OF DEVELOPMENT & ENGAGEMENT | 40.00 | $125,431 | $0 | $10,312 | Yes (X) | ||
| ASHLEY MIRANDA | |||||||
| DIRECTOR OF ALUMNI SUPPORT SERVICES | 40.00 | $111,279 | $0 | $13,680 | Yes (X) | ||
| ERIC NETT | |||||||
| DIRECTOR OF ENROLLMENT & PLACEMENT | 40.00 | $108,835 | $0 | $13,276 | Yes (X) | ||
| ANNE-MARIE YU-PHELPS | |||||||
| DIRECTOR OF ACADEMY YEAR | 40.00 | $114,693 | $0 | $7,300 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $797,445 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,434 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY WIDE FACILITY SOLUTIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 BOSTON POST ROAD W STE 340 | AddressLine1Txt |
| City | MARLBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017524615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION, CLEANING, REPAIRS AND LAND | ServicesDesc |
| Compensation | $170,469 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $766,282 | FundraisingAmt |
| Government Grants | $371,690 | GovernmentGrantsAmt |
| All Other Contributions | $1,861,846 | AllOtherContributionsAmt |
| Noncash Contributions | $32,905 | NoncashContributionsAmt |
| Total Contributions | $2,999,818 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,030 | TotalRevenueColumnAmt |
| Exclusion | $316,030 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,200 | TotalRevenueColumnAmt |
| Exclusion | $4,200 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,914,492 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,519,443 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,395,049 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,395,049 | TotalRevenueColumnAmt |
| Exclusion | $1,395,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,552 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $766,282 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $105,709 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$99,157 | TotalRevenueColumnAmt |
| Exclusion | -$99,157 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,615,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,616,122 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,175 | TotalAmt |
| Program Services | $269,175 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,973 | TotalAmt |
| Program Services | $209,730 | ProgramServicesAmt |
| Management And General | $143,046 | ManagementAndGeneralAmt |
| Fundraising | $39,197 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,505 | TotalAmt |
| Program Services | $954,807 | ProgramServicesAmt |
| Management And General | $64,209 | ManagementAndGeneralAmt |
| Fundraising | $164,489 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,781 | TotalAmt |
| Program Services | $35,072 | ProgramServicesAmt |
| Management And General | $471 | ManagementAndGeneralAmt |
| Fundraising | $6,238 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,350 | TotalAmt |
| Program Services | $114,597 | ProgramServicesAmt |
| Management And General | $212 | ManagementAndGeneralAmt |
| Fundraising | $12,541 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,825 | TotalAmt |
| Program Services | $91,838 | ProgramServicesAmt |
| Management And General | $14,969 | ManagementAndGeneralAmt |
| Fundraising | $16,018 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,232 | TotalAmt |
| Management And General | $12,232 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,116 | TotalAmt |
| Management And General | $74,116 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,500 | TotalAmt |
| Fundraising | $36,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,842 | TotalAmt |
| Management And General | $61,842 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,629 | TotalAmt |
| Program Services | $81,461 | ProgramServicesAmt |
| Management And General | $70,257 | ManagementAndGeneralAmt |
| Fundraising | $112,911 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588 | TotalAmt |
| Program Services | $588 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,800 | TotalAmt |
| Program Services | $45,186 | ProgramServicesAmt |
| Management And General | $5,813 | ManagementAndGeneralAmt |
| Fundraising | $7,801 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,337 | TotalAmt |
| Program Services | $24,835 | ProgramServicesAmt |
| Management And General | $2,251 | ManagementAndGeneralAmt |
| Fundraising | $2,251 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,149 | TotalAmt |
| Program Services | $186,519 | ProgramServicesAmt |
| Management And General | $23,315 | ManagementAndGeneralAmt |
| Fundraising | $23,315 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,341 | TotalAmt |
| Program Services | $169,073 | ProgramServicesAmt |
| Management And General | $21,134 | ManagementAndGeneralAmt |
| Fundraising | $21,134 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,983 | TotalAmt |
| Program Services | $18,387 | ProgramServicesAmt |
| Management And General | $2,298 | ManagementAndGeneralAmt |
| Fundraising | $2,298 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CO-CURRICULAR EXPENSES | $204,967 | $204,967 | ||
| POSTAGE | $18,130 | $9,457 | $1,182 | $7,491 |
| FUNDRAISING EXPENSES | $8,275 | $8,275 | ||
| TELEPHONE | $3,607 | $2,885 | $361 | $361 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,377,105 | TotalAmt |
| Program Services | $2,418,577 | ProgramServicesAmt |
| Management And General | $497,708 | ManagementAndGeneralAmt |
| Fundraising | $460,820 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,223 | BOYAmt |
| EOY | $222,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,226 | BOYAmt |
| EOY | $2,220,014 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $114,548 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,907 | BOYAmt |
| EOY | $54,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,607,809 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $726,404 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,977,358 | BOYAmt |
| EOY | $4,881,405 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,840,692 | BOYAmt |
| EOY | $10,353,008 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,296,406 | BOYAmt |
| EOY | $17,845,976 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,777 | BOYAmt |
| EOY | $91,047 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,777 | BOYAmt |
| EOY | $91,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,848,249 | BOYAmt |
| EOY | $17,697,214 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,380 | BOYAmt |
| EOY | $57,715 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,199,629 | BOYAmt |
| EOY | $17,754,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,296,406 | BOYAmt |
| EOY | $17,845,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,238,835 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$683,535 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,840,692 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $885,431 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $373,115 | OtherExpendituresAmt |
| End Year Balance | $10,353,008 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,885,278 | BeginningYearBalanceAmt |
| Contributions | $138,415 | ContributionsAmt |
| Investment Earnings Or Losses | $1,173,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $356,002 | OtherExpendituresAmt |
| End Year Balance | $9,840,692 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,514,737 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $698,589 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $328,048 | OtherExpendituresAmt |
| End Year Balance | $8,885,278 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,668,742 | BeginningYearBalanceAmt |
| Contributions | $1,399,829 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,263,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $290,000 | OtherExpendituresAmt |
| End Year Balance | $8,514,737 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,480,072 | BeginningYearBalanceAmt |
| Contributions | $963,849 | ContributionsAmt |
| Investment Earnings Or Losses | $1,459,946 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,125 | OtherExpendituresAmt |
| End Year Balance | $8,668,742 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $671,125 | OtherCostOrOtherBasisAmt |
| Book Value | $671,125 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,603,988 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,954 | DepreciationAmt |
| Book Value | $1,399,034 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,899 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,991 | DepreciationAmt |
| Book Value | $66,908 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,103,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $359,459 | DepreciationAmt |
| Book Value | $2,744,338 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,881,405 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,913,313 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$683,535 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,750 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$61,842 | OtherRevenueAmt |
| Revenue Not Reported | -$702,627 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,615,940 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,615,940 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,358,013 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,750 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $42,750 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,315,263 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $61,842 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $61,842 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,377,105 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT EXPENSES -61,842. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | AS A MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, WE ARE INCLUDED IN THE PUBLICATION IT SPONSORS IN THE BOSTON GLOBE. OUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE PUBLICATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| K WEIL CONSULTING GROUP LLC | ||||||||
| 205 WOLCOTT ROAD | BROOKLINE | MA | 02467 | GRANT WRITING | 0 | $352,500 | $36,500 | $316,000 |
| DANIEL SALERA | ||||||||
| 140 RANTOUL ST 302 | BEVERLY | MA | 01915 | FUNDRAISING CONSULTANT | 0 | $0 | $78,000 | -$78,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $352,500 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $114,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $238,000 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING CELEBRATIONS | Event1Nm |
| Gross Receipts Event1 | $772,834 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $766,282 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,552 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,833 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,356 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $18,325 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,195 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $772,834 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $766,282 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,552 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,833 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,356 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $18,325 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,195 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $105,709 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$99,157 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION PAYMENTS, FINANCIAL ASSISTANCE, ETC | GrantTypeTxt |
| Recipient | 35 | RecipientCnt |
| Cash Grant | $269,175 | CashGrantAmt |
| Non Cash Assistance | TUITION ASSISTANCE, FINANCIAL SUPPORT AND MEDICAL PAYMENTS MADE ON BEHALF OF ALUMNI | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TUITION ASSISTANCE IS PAID DIRECTLY TO THE SCHOOL ON BEHALF OF THE ALUMNI. SOME AMOUNTS ARE PAID DIRECTLY TO MEDICAL PROFESSIONALS ON BEHALF OF THE ALUMNI. OTHER AMOUNTS ARE GIVEN TO THE ALUMNI FOR FOOD AND LIVING EXPENSES TO ENSURE THEY HAVE THE MEANS TO BE SUCCESSFUL. FOR THESE SMALL AMOUNTS, THE ALUMNI ARE NOT REQUIRED TO TELL US HOW THEY SPEND THE AMOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E CARTER | PersonNm |
| Title | CEO & HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $238,168 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $24,856 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,822 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $285,846 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,905 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF INDIVIDUALS WHO DONATED STOCK. |
| PART I, LINE 32B: | THE ORGANIZATION USES AN INVESTMENT MANAGEMENT COMPANY TO SELL DONATIONS OF SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF FORM 990 WITH SCHEDULE B REDACTED. THE FULL FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE TREASURER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES EMPLOYEES AND BOARD MEMBERS TO DISCLOSE ACTUAL OR POSSIBLE FINANCIAL CONFLICTS OF INTEREST WHEN THEY ARISE. THE ORGANIZATION THEN TAKES THE APPROPRIATE STEPS TO RESOLVE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED AFTER A REVIEW AND EVALUATION BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. OTHER EMPLOYEES ARE MANAGED BY THE HEAD OF SCHOOL AND THE BOARD OF DIRECTORS APPROVES FINAL COMPENSATION OF EMPLOYEES AND OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION ALSO HAS ITS ANNUAL REPORT AND OTHER INFORMATION AVAILABLE VIA GUIDESTAR.ORG |
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