DERBY ACADEMY TRUSTEES: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- DERBY ACADEMY TRUSTEES (EIN 04-2137227)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-15
- IRS object ID
- 201121359349300602
- Schema version
- 2009v1.3
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-15T06:52:52-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042137227 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DERBY ACADEMY TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DERB | NameControl |
| Phone | 7817490746 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BURDITT AVENUE | AddressLine1 |
| City | HINGHAM | City |
| State | MA | State |
| ZIP Code | 02043 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS B SHROPSHIRE | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 7817490746 | Phone |
| Date Signed | 2011-04-10 | DateSigned |
| 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 | ANDREA ARCHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BURDITT AVENUE | AddressLine1 |
| City | HINGHAM | City |
| State | MA | State |
| ZIP Code | 02043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12790717 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | derbyacademy.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1784 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Education programs Day School for Pre-Kindergarten through Grade 8 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 184 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 607847 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 762610 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8405204 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8431482 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 971222 | InvestmentIncomePriorYear |
| Investment Income Current Year | 774415 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9984273 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9968507 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 853828 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 857442 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5762103 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5988064 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 436136 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2302836 | OtherExpensePriorYear |
| Other Expenses Current Year | 2300166 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8918767 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9145672 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1065506 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 822835 | RevenuesLessExpensesCY |
| Total Assets BOY | 20834046 | TotalAssetsBOY |
| Total Assets EOY | 21483425 | TotalAssetsEOY |
| Total Liabilities BOY | 7086185 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6912729 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13747861 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14570696 | NetAssetsOrFundBalancesEOY |
| Mission Description | Education programs | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6478613 | Expense |
| Revenue | 7967273 | Revenue |
| Description | INSTRUCTION AND STUDENT ACTIVITIES FOR 323 STUDENTS IN GRADES PREKINDERGARTEN THROUGH GRADE 8. ACHIEVEMENTS INCLUDE ACADEMIC ADVANCEMENT TO THE NEXT GRADE LEVEL FOR ALL STUDENTS, SOCIAL DEVELOPMENT THROUGH CLASSROOM ACTIVITIES, TEAM SPORTS, PERFORMING ARTS AND FAMILY STYLE LUNCHES AND DEVELOPMENT OF THE INTELLECTUAL CURIOUSITY OF EACH STUDENT USING THEIR LEARNING STYLE TO GUIDE THE PROCESS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 440565 | Expense |
| Revenue | 464209 | Revenue |
| Description | SUMMER PROGRAMS FOR ARTS, EDUCATION AND ACTIVITIES SERVING APPROXIMATELY 280 STUDENTS, ACHIEVEMENTS INCLUDE DEVELOPMENT OF STUDENT ABILITIES IN PERFORMING ARTS, CREATIVE CRAFT, ATHLETICS, SCIENTIFIC EXPLORATION AND OUTDOOR ACTIVITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6919178 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 184 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DOUGLAS SHROPSHIRE | NamePerson |
| Telephone Number | 7817490746 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BURDITT AVENUE HINGHAM | AddressLine1 |
| City | MA | City |
| State | MA | State |
| ZIP Code | 020431846 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREA ARCHER | ||||||||
| Head of School | 40.00 | X | X | 180243 | 0 | 75272 | ||
| WALTER SULLIVAN | ||||||||
| President | 5.00 | X | X | 0 | 0 | 0 | ||
| JOSIAH HATCH | ||||||||
| Treasurer | 3.00 | X | X | 0 | 0 | 0 | ||
| WENDY ELLISON | ||||||||
| Secretary | 3.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL BARRON | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN BLAIR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| MARIA MURPHY | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| CATHERINE CANTILLON | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| MARK CLAYTON | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| JON COOK | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT CRAWFORD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| CHRIS WILLIAMS | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| ANNE FLEMING | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| SHARON FOWNES | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| ROY GIARRUSSO | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH HAROLD III | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN ROY HERZFELDER | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| KEARIN LEWIS | ||||||||
| Trustee | 1 | X | ||||||
| RUSSELL MACPHERSON | ||||||||
| Trustee | 1 | X | ||||||
| MARY-KATE MCKENNA | ||||||||
| Trustee | 1 | X | ||||||
| ELLEN MITCHELL | ||||||||
| Trustee | 1 | X | ||||||
| TOBEY O'BRIEN | ||||||||
| Trustee | 1 | X | ||||||
| MAUREEN PACE | ||||||||
| Trustee | 1 | X | ||||||
| GEOFFREY THEOBALD | ||||||||
| Trustee | 1 | X | ||||||
| KAREN CONNOLLY | ||||||||
| Trustee | 5 | X | ||||||
| JAY SADLON | ||||||||
| Assitant Head of School/ Admission | 45 | 135880 | 21797 | X | ||||
| JOHN HOUGHTON | ||||||||
| Head Upper/Middle School | 45 | 120384 | 47319 | X | ||||
| DOUGLAS SHROPSHIRE | ||||||||
| Business Manager Assistant Treasurer | 45 | X | 121733 | 20418 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 558240 | TotalReportableCompFromOrg |
| Total Other Compensation | 164806 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICE | |||||
| 222 BOSLEY AVE | TOWSON | MD | 21204 | Food Service | 249386 |
| PROSPECT BUILDING SERVICE | |||||
| 360 PEARL ST | MALDEN | MA | 02148 | Custodial Service | 155462 |
| TARZIA CONSTRUCTION | |||||
| 260 EAST STREET | HINGHAM | MA | 02043 | Construction | 112154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 762610 | AllOtherContributions |
| Total Contributions | 762610 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611110 | 8178390 | 8178390 |
| Student support services | 611110 | 204642 | 204642 |
| Other Income | 611110 | 48450 | 48450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8431482 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 175874 | TotalRevenueColumn |
| Exclusion | $175,874 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3420751 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2822210 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 598541 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 598541 | TotalRevenueColumn |
| Exclusion | $598,541 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9968507 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8431482 | RelatedOrExemptFunctionIncome |
| Exclusion | $774,415 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 857442 | Total |
| Program Services | 857442 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1025682 | Total |
| Program Services | 111648 | ProgramServices |
| Management And General | 809872 | ManagementAndGeneral |
| Fundraising | 104162 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3735664 | Total |
| Program Services | 3254665 | ProgramServices |
| Management And General | 373937 | ManagementAndGeneral |
| Fundraising | 107062 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249238 | Total |
| Program Services | 220937 | ProgramServices |
| Management And General | 25403 | ManagementAndGeneral |
| Fundraising | 2898 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620270 | Total |
| Program Services | 489267 | ProgramServices |
| Management And General | 128909 | ManagementAndGeneral |
| Fundraising | 2094 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357210 | Total |
| Program Services | 261109 | ProgramServices |
| Management And General | 80832 | ManagementAndGeneral |
| Fundraising | 15269 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22928 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 22928 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500 | Total |
| Program Services | 1500 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 14000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54117 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 54117 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47535 | Total |
| Program Services | 38092 | ProgramServices |
| Management And General | 9443 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47272 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 47272 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 374382 | Total |
| Program Services | 301775 | ProgramServices |
| Management And General | 58707 | ManagementAndGeneral |
| Fundraising | 13900 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123694 | Total |
| Program Services | 98955 | ProgramServices |
| Management And General | 18554 | ManagementAndGeneral |
| Fundraising | 6185 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 660083 | Total |
| Program Services | 561071 | ProgramServices |
| Management And General | 66008 | ManagementAndGeneral |
| Fundraising | 33004 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2262 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 2262 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8501 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5677 | ManagementAndGeneral |
| Fundraising | 2824 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2437 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2437 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431617 | Total |
| Program Services | 364511 | ProgramServices |
| Management And General | 45664 | ManagementAndGeneral |
| Fundraising | 21442 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16563 | Total |
| Program Services | 14079 | ProgramServices |
| Management And General | 1656 | ManagementAndGeneral |
| Fundraising | 828 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BUS TRANSPORTATION | 56684 | 56684 | 0 | 0 |
| SPECIAL PROGRAMS/EVENTS | 87538 | 0 | 0 | 87538 |
| PRINTING & PUBLICATIONS | 20214 | 0 | 0 | 20214 |
| FOOD SERVICE | 243596 | 226374 | 8633 | 8589 |
| YEARBOOK | 16234 | 16234 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69009 | Total |
| Program Services | 44835 | ProgramServices |
| Management And General | 16309 | ManagementAndGeneral |
| Fundraising | 7865 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9145672 | Total |
| Program Services | 6919178 | ProgramServices |
| Management And General | 1790358 | ManagementAndGeneral |
| Fundraising | 436136 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3548096 | BOY |
| EOY | 3263001 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17230 | BOY |
| EOY | 35418 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78337 | BOY |
| EOY | 82539 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318828 | BOY |
| EOY | 286067 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15516915 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4574722 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11139446 | BOY |
| EOY | 10942193 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5732109 | BOY |
| EOY | 6874207 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20834046 | BOY |
| EOY | 21483425 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464487 | BOY |
| EOY | 537425 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4169171 | BOY |
| EOY | 4014442 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2452527 | BOY |
| EOY | 2360862 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7086185 | BOY |
| EOY | 6912729 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9782260 | BOY |
| EOY | 10392314 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2113249 | BOY |
| EOY | 2310246 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1852352 | BOY |
| EOY | 1868136 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13747861 | BOY |
| EOY | 14570696 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20834046 | BOY |
| EOY | 21483425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
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 | 5883232 | BeginningOfYearBalance |
| Contributions | 615611 | Contributions |
| Investment Earnings Or Losses | 589364 | InvestmentEarningsOrLosses |
| Other Expenditures | 214000 | OtherExpenditures |
| End Of Year Balance | 6874207 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6289535 | BeginningOfYearBalance |
| Contributions | 494659 | Contributions |
| Investment Earnings Or Losses | -834493 | InvestmentEarningsOrLosses |
| Other Expenditures | 66469 | OtherExpenditures |
| End Of Year Balance | 5883232 | EndOfYearBalance |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84850 | OtherCostOrOtherBasis |
| Book Value | 84850 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14123798 | OtherCostOrOtherBasis |
| Depreciation | 3845234 | Depreciation |
| Book Value | 10278564 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 609673 | OtherCostOrOtherBasis |
| Depreciation | 354202 | Depreciation |
| Book Value | 255471 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 698594 | OtherCostOrOtherBasis |
| Depreciation | 375286 | Depreciation |
| Book Value | 323308 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10942193 | TotalOfBookValueLandBuildings |
| Total Revenue | 9968507 | TotalRevenue |
| Total Expenses | 9145672 | TotalExpenses |
| Excess Or Deficit For Year | 822835 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 822835 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9914390 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 9914390 | RevenueSubtotal |
| Investment Expenses Not Included | 54117 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 54117 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9968507 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9091555 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 9091555 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 54117 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 54117 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9145672 | TotalExpensesPerForm990 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | IN ALL BROCHURES, HANDBOOK AND PUBLICATIONS USED BY THE SCHOOL, A STATEMENT IS INCLUDED. ALSO AN ANNUAL STATEMENT APPEARS IN THE BOSTON GLOBE NEWSPAPER SPONSORED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Finacial aid for attending students | TypeOfGrant |
| Number Of Recipients | 61 | NumberOfRecipients |
| Amount Of Cash Grant | 853828 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 2 | Identifier |
| Explanation | Student financial aid is awarded and then reduced from the amount billed to the student in order for them to attend Derby Academy. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|
| ANDREA ARCHER | |||
| 180243 | 75272 | 255515 | 252114 |
| JAY SADLON | |||
| 135880 | 21797 | 157677 | 180353 |
| JOHN HOUGHTON | |||
| 120384 | 47319 | 167703 | 163142 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH HAROLD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee | Relationship |
| Amount Of Transaction | 42825 | AmountOfTransaction |
| Description Of Transaction | Purchased HVAC system | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-B, Line 11A | The 990 is reviewed in detail by the Finance Committee who then |
| Pt VI-B, Line 11A | presents the 990 to the full Board of Trustees for review and approval. |
| Pt VI-B, Line 12c | The conflict of interest policy is reviewed with each new |
| Pt VI-B, Line 12c | Trustee before they are elected. Annually prior to the |
| Pt VI-B, Line 12c | June Board of Trustee meeting, each Trustee is required to |
| Pt VI-B, Line 12c | complete and sign a statement disclosing any potential |
| Pt VI-B, Line 12c | conflicts of interest as required by the policy. Any |
| Pt VI-B, Line 12c | conflicts thus disclosed are then reported to the full |
| Pt VI-B, Line 12c | Board of Trustees. |
| Pt VI-B, Line 15 | The Board of Trustees reviews comaprable data and approved |
| Pt VI-B, Line 15 | compensation via letters of appointment to these positions. |
| Pt VI-C, Line 19 | Available upon request. |
| Pt XI, Line 2c | No change |
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