2026-05-15T10:37:09-05:00 2025-06-30 833019782 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 02420 990 2024-07-01 042104773 THE NEWMAN SCHOOL NEWM 6172674530 245 MARLBOROUGH STREET BOSTON MA 02116 MICHAEL SCHAFER HEADMASTER 6172674530 2026-05-11 1 1 DIANE WEST CPA P01061849 7818636300 2026-05-11 2024 2025-03-06 01:10:19Z MICHAEL SCHAFER 245 MARLBOROUGH STREET BOSTON MA 02116 11811315 0 X NEWMANBOSTON.ORG X 1945 MA PREPARE YOUNG STUDENTS FROM ALL OVER THE WORLD FOR SUCCESS IN UNIVERSITY, COLLEGE STUDIES AND LIFE. 15 14 75 15 0 0 314014 422455 9394668 11014147 348790 374713 0 0 10057472 11811315 1601094 2153004 0 0 6021529 6502393 0 0 67992 3175127 3574348 10797750 12229745 -740278 -418430 15462078 26908313 5056264 16420676 10405814 10487637 X FOUNDED IN 1945, THE NEWMAN SCHOOL, AN INDEPENDENT DAY SCHOOL IN THE CATHOLIC TRADITION, PREPARES YOUNG WOMEN AND MEN FROM GREATER BOSTON AND AROUND THE WORLD FOR SUCCESS IN UNIVERSITY AND COLLEGE STUDIES AND LIFE.WITH A SCHOOL CULTURE THAT IS UNIQUELY WELCOMING AND SUPPORTIVE, NEWMAN PROVIDES STUDENTS FROM BROADLY DIVERSE BACKGROUNDS AN OPPORTUNITY TO PURSUE SERIOUS STUDIES IN THE COMPANY OF LIKE-MINDED PEERS AND INSTRUCTORS. STUDIES ARE ORGANIZED AROUND THE PRINCIPLES OF THE INTERNATIONAL BACCALAUREATE DIPLOMA PROGRAMME, AND STUDENTS HAVE THE OPTION OF PURSUING THE ENTIRE IB DIPLOMA OR THOSE PORTIONS OF IT WHICH MEET THEIR NEEDS AND ASPIRATIONS.GUIDED BY CARDINAL NEWMAN'S MOTTO, COR AD COR LOQUITUR - HEART SPEAKS TO HEART, THE SCHOOL BELIEVES THAT STUDENTS ARE ABLE TO ACHIEVE THEIR POTENTIAL WHEN PURSUING THEIR STUDIES IN AN ENVIRONMENT OF MUTUAL RESPECT, INTEGRITY, SERIOUSNESS OF PURPOSE, AND CIVIC RESPONSIBILITY. 0 0 11113998 2153004 11014147 OPERATION OF A SECONDARY SCHOOL SERVING 259 STUDENTS. 11113998 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 12 0 1 75 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MA X X MICHAEL SCHAFER 6172674530 245 MARLBOROUGH STREET BOSTON MA 02116 JAMES G KEEFE CHAIRMAN 10.00 X X 0 0 0 THOMAS S DRUMM TREASURER 2.00 X X 0 0 0 JANE SPAULDING CLERK 2.00 X X 0 0 0 JEAN SILVERI VICE CHAIRMAN 2.00 X X 0 0 0 MARIE CECCHETTO TRUSTEE 2.00 X 0 0 0 REGINALD A NUNALLY TRUSTEE 2.00 X 0 0 0 ELLEN WOODS TRUSTEE 2.00 X 0 0 0 JOHN GALLAGHER TRUSTEE 2.00 X 0 0 0 SCOTT BABKA TRUSTEE 2.00 X 0 0 0 PAUL CIAMPA TRUSTEE 5.00 X 0 0 0 DAVID MACLAUGHLIN TRUSTEE 5.00 X 0 0 0 RICHARD MCCARTHY TRUSTEE 2.00 X 0 0 0 SOFIE NIZIAK TRUSTEE 2.00 X 0 0 0 WALTER SULLIVAN TRUSTEE 2.00 X 0 0 0 MICHAEL SCHAFER HEAD OF SCHOOL 40.00 X 302228 0 115988 MELISSA BACON DIRECTOR OF ADMISSIONS 40.00 X 145848 0 14969 JULIA PORRAZZO ASSISTANT HEAD OF SCHOOL 40.00 X 147274 0 15483 REBECCA WITTE SCHOOL COUNSELOR 40.00 X 100269 0 5013 DAVID MCCUSKER DIRECTOR OF DEVELOPMENT 40.00 X 108188 0 13225 WILLIAM CHAMBERS VISUAL ARTS TEACHER 40.00 X 101288 0 5658 905095 0 170336 6 0 1 0 0 422455 8879 422455 TUITION AND FEES 611710 10362223 10362223 AUXILIARY ACTIVITIES 611710 360000 360000 ACTIVITY FEES AND OTHER 611710 291924 291924 11014147 374713 374713 11811315 11014147 0 374713 2153004 2153004 5342467 5012518 316803 13146 762607 657734 103135 1738 397319 372333 23990 996 313890 210157 103733 161602 161602 148163 69540 78623 831440 788814 42626 130589 104471 26118 LEASE AND BOARDING EXPE 565953 565953 EQUIPMENT RENTAL & MAIN 379420 379420 REPAIRS AND MAINTENANCE 265783 228157 37626 SUPPLIES & EQUIPMENT 231228 215888 15340 546280 356009 138159 52112 12229745 11113998 1047755 67992 346800 892174 62154 854150 25000 261386 270246 14912815 3228820 1502749 11683995 9434552 11024103 3854437 2158645 15462078 26908313 683656 9499358 1673199 4789568 2699409 2131750 5056264 16420676 X 10405814 10462637 25000 10405814 10487637 15462078 26908313 -418430 500253 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 PART II-B, LINE 1: THE NEWMAN SCHOOL BELONGS TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. SOME PORTION OF MEMBERSHIP DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. 25052 25052 10187317 82509 10104808 3094355 1903533 1190822 874125 730143 143982 731966 512635 219331 11683995 RIGHT OF USE ASSET 2158645 2158645 LEASE LIABILITY 2131750 2131750 X 10158564 500253 -2153004 -1652751 11811315 0 11811315 10076741 0 10076741 2153004 2153004 12229745 PART X, LINE 2: PART X, LINE 2: THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS -2,153,004. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 2,153,004. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PARTICIPATES IN GROUP ADVERTISING THAT STATES THAT THE SCHOOL DOES NOT DISCRIMINATE WITH REGARD TO RACE, COLOR, SEX, NATIONAL ORIGIN, RELIGION, ETC. 1 FINANCIAL AID BASED ON DEMONSTRATED NEED. 82 2153004 FMV OF PUBLISHED TUITION RATES TUITION ASSISTANCE. PART I, LINE 2: THE NEWMAN SCHOOL OFFERS FINANCIAL AID OR SCHOLARSHIP ASSISTANCE TO FAMILIES WITH A DEMONSTRATED FINANCIAL NEED. TO APPLY, PARENTS MUST COMPLETE THE PARENTS' FINANCIAL STATEMENTS (PFS) AND SUBMIT THAT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID IN PRINCETON, N.J. X X X 0 1 0 0 0 0 0 0 0 MICHAEL SCHAFER HEAD OF SCHOOL 302228 0 0 0 0 0 40442 0 75546 0 418216 0 0 0 JULIA PORRAZZO ASSISTANT HEAD OF SCHOOL 147274 0 0 0 0 0 7538 0 7945 0 162757 0 0 0 MELISSA BACON DIRECTOR OF ADMISSIONS 145848 0 0 0 0 0 7404 0 7565 0 160817 0 0 0 PART I, LINE 4B MICHAEL SCHAFER PARTICIPATED IN A 457(B) PLAN DURING THE YEAR ENDED JUNE 30, 2025. THE SCHOOL'S CONTRIBUTION UNDER THIS PLAN AMOUNTED TO $48,000 FOR THE YEAR ENDED JUNE 30, 2025. HANNAH SCHAFER DAUGHTER OF HOUSEMASTER 99578 COMPENSATION FOR EMPLOYMENT AS TEACHER. 0 GAYLE SCHAFER SPOUSE OF HEADMASTER 105000 COMPENSATION FOR EMPLOYMENT AS COLLEGE COUNSELOR. 0 X FOOD, BEVERAGES AND VENUE 2 8879 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY A MEMBER OF THE EXECUTIVE COMMITTEE AND DISCUSSED WITH OTHER MEMBERS OF THE COMMITTEE AT THEIR DISCRETION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICT OF INTERESTS FOR EXECUTIVE COMMITTEE REVIEW AND FORWARDING TO THE BOARD FOR DISCUSSION IF WARRANTED. THE SCHOOL HAS A CONFLICT OF INTEREST POLICY AND THIS IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARATIVE SALARIES FOR EMPLOYEES IN COMPARABLE POSITIONS AT SIMILARLY SIZED ORGANIZATIONS LOCATED AROUND THE SCHOOL'S GEOGRAPHIC AREA ON A REGULAR BASIS. SALARIES FOR ALL KEY EMPLOYEES ARE ESTABLISHED WITH REFERENCE TO THIS EVALUATION OF COMPARABLE SALARIES AT SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX FILINGS ARE AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE AND UPON REQUEST AT THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE AND UPON REQUEST AT THE SCHOOL.