PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349313349
- Schema version
- 2022v5.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:20:38-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS SCHOOL FOR THE BLIND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 6179243434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 NORTH BEACON STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASTRID VERMEER | PersonNm |
| Person Title | CHIEF FIN. AND ADMIN. OFFICER | PersonTitleTxt |
| Phone | 6179727203 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ASTRID | PersonFirstNm |
| Person Last | VERMEER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | GENEVA FURLANO | PreparerPersonNm |
| PTIN | P01877392 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM DAVID POWER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 NORTH BEACON STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $142,462,265 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PERKINS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1829 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 883 | TotalEmployeeCnt |
| Total Volunteers | 621 | TotalVolunteersCnt |
| Total Gross UBI | -$35,650 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,709,777 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,695,263 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,609,770 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,542,770 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,062,238 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,655,780 | CYInvestmentIncomeAmt |
| PY Other Revenue | $510,500 | PYOtherRevenueAmt |
| CY Other Revenue | $464,563 | CYOtherRevenueAmt |
| PY Total Revenue | $94,892,285 | PYTotalRevenueAmt |
| CY Total Revenue | $88,358,376 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $168,455 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $319,267 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,171,453 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,064,667 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $193,356 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $123,191 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,285,128 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,752,317 | PYOtherExpensesAmt |
| CY Other Expenses | $31,437,274 | CYOtherExpensesAmt |
| PY Total Expenses | $82,285,581 | PYTotalExpensesAmt |
| CY Total Expenses | $98,944,399 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,606,704 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,586,023 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $411,266,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $417,454,806 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,024,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,546,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $375,242,358 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $382,908,295 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $57,533,056 | ExpenseAmt |
| Revenue | $44,212,870 | RevenueAmt |
| Desc | AT PERKINS SCHOOL FOR THE BLIND, WE PROVIDE UNPARALLELED EDUCATION SERVICES TO CHILDREN WITH VISUAL IMPAIRMENTS AND MULTIPLE DISABILITIES. WE TEACH CHILDREN ON OUR CAMPUS IN WATERTOWN, MASSACHUSETTS, AND SUPPORT STUDENTS AND TEACHERS IN PUBLIC SCHOOLS ACROSS THE U.S., FOCUSING ON ACADEMIC, SOCIAL AND SELF-ADVOCACY SKILL BUILDING. WE ALSO EMPHASIZE TRANSITION SERVICES TO PREPARE YOUNG ADULTS WITH VISION LOSS FOR LIFE AFTER SCHOOL. DURING FY23, WE EDUCATED 178 STUDENTS ON CAMPUS AND SUPPORTED APPROXIMATELY 1,344 STUDENTS IN COMMUNITY PROGRAMS, INCLUDING OUR INFANT-TODDLER PROGRAM, EDUCATIONAL PARTNERSHIPS WITH PUBLIC SCHOOLS AND OUTREACH PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,252,917 | ExpenseAmt |
| Desc | THE NATIONAL DEAF-BLIND EQUIPMENT DISTRIBUTION PROGRAM, KNOWN AS ICANCONNECT, PROVIDES FREE COMMUNICATIONS EQUIPMENT AND TRAINING TO PEOPLE WHO ARE DEAF-BLIND AND LOW INCOME. ADMINISTERED BY THE FCC AND MANAGED BY PERKINS IN 22 STATES ACROSS THE COUNTRY, ICANCONNECT HELPS PEOPLE WHO ARE DEAF-BLIND USE NEW TECHNOLOGIES TO LEAD LESS ISOLATED, MORE INDEPENDENT LIVES AND CONNECTS THEM WITH THEIR FRIENDS, FAMILY AND COMMUNITY. DURING FY23, PERKINS EQUIPPED AND TRAINED 963 CONSUMERS, HELPING THEM DEVELOP THE SKILLS NEEDED TO USE THE LIFE-CHANGING EQUIPMENT PROVIDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,136,328 | ExpenseAmt |
| Revenue | $647,041 | RevenueAmt |
| Desc | PERKINS SOLUTIONS DEPLOYS TECHNOLOGY TO OVERCOME LONG STANDING AND EMERGING ACCESSIBILITY BARRIERS. SINCE THE 1950S, WE'VE MANUFACTURED AND DISTRIBUTED THE WORLD'S MOST POPULAR, MOST DEPENDABLE BRAILLE TYPEWRITER. TODAY OUR EXPERTISE IN INCLUSIVE DESIGN SOLUTIONS IS AVAILABLE VIA PERKINS ACCESS, A CONSULTING SERVICE THAT HELPS BUSINESSES ENSURE THEIR DIGITAL PRODUCTS AND SERVICES ARE USABLE BY EVERYONE. DURING FY23, PERKINS SOLUTIONS DISTRIBUTED 5,656 BRAILLERS WORLDWIDE, AND ASSISTED OVER 30 ORGANIZATIONS WITH TECHNOLOGY ASSESSMENTS AND MODIFICATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,204,383 | ExpenseAmt |
| Grant | $319,267 | GrantAmt |
| Revenue | $3,329,900 | RevenueAmt |
| Desc | REGIONAL LIBRARYPERKINS LIBRARY HAS PROVIDED ACCESSIBLE READING MATERIAL TO PEOPLE WITH VISUAL IMPAIRMENT AND OTHER DISABILITIES SINCE 1837. IN RECENT YEARS, WE HAVE SIGNIFICANTLY EXPANDED OUR OFFERINGS TO SERVE MORE PEOPLE WITH MORE NUANCED NEEDS. TODAY, WE DISTRIBUTE APPROXIMATELY 500,000 ACCESSIBLE BOOKS, MAGAZINES, NEWSPAPERS, DVDS AND MORE, AT NO COST TO THE ESTIMATED 22,500 PATRONS WE SERVE ANNUALLY. WE'VE ALSO LED THE CHARGE IN DISTRIBUTING ASSISTIVE TECHNOLOGIES LIKE REFRESHABLE BRAILLE DISPLAYS WHILE PROVIDING A WEBSITE THAT ENABLES PEOPLE TO DOWNLOAD ACCESSIBLE READING MATERIAL.INTERNATIONALTHERE ARE MILLIONS OF CHILDREN WITH VISUAL IMPAIRMENT AND MULTIPLE DISABILITIES (MDVI) AROUND THE WORLD WHO DON'T RECEIVE THE QUALITY EDUCATION THEY DESERVE. PERKINS INTERNATIONAL WORKS TO PUT THESE CHILDREN IN SCHOOL, EQUIP EDUCATORS WITH THE SPECIALIZED SKILLS THEY NEED TO TEACH THEM AND CONNECT THE MOST VULNERABLE FAMILIES WITH VITAL GOVERNMENTAL AND MEDICAL RESOURCES. DURING FY23, PERKINS INTERNATIONAL CONDUCTED THIS WORK IN OVER 21 COUNTRIES AND REGIONS. WE ARE LOOKING TO EXPAND OUR WORK IN CERTAIN COUNTRIES, SUCH AS INDIA WHICH HAS AS MANY AS 1 MILLION CHILDREN WITH MDVI, AND SEEK TO IMPROVE SCREENING AND ASSESSMENT, EARLY INTERVENTION PROGRAMS, SCHOOL-AGE EDUCATION AND FAMILY SUPPORT SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,204,383 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $319,267 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,329,900 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $71,126,684 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 207 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 883 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | ASTRID VERMEER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179727219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 NORTH BEACON STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CORINNE BASLER | |||||||||
| CHAIR OF THE BOARD | 5.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND HEPPER | |||||||||
| V CH OF THE BR (UNTIL 8/24/22) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEREK JOHNSON | |||||||||
| ASSISTANT TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RANDY E KINARD | |||||||||
| TREASURER OF THE BOARD | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELENA MATLACK | |||||||||
| CO-CHAIR OF THE CORP | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VAITHEHI MUTTULINGAM | |||||||||
| SECRETARY OF THE BOARD | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN PELLETIER | |||||||||
| CHAIR OF THE BOARD | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE C STEMBERG | |||||||||
| CO-CHAIR OF THE CORP | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHANINE ANDREWS | |||||||||
| TRUSTEE (UNTIL 11/6/22) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN BANKS | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BUDDING | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANANTHA CHANDRAKASAN | |||||||||
| TRUSTEE (UNTIL 11/7/22) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERIC M CLIFFORD | |||||||||
| TRUSTEE | 5.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRET CONNOR | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA SATTI COSENTINO | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROANN COSTIN | |||||||||
| TRUSTEE (UNTIL 11/7/22) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DESISTO | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN FORNES | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE KATULAK HIGGINS | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE MCGAUGH | |||||||||
| TRUSTEE (UNTIL 11/7/22) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JO FRANCES MEYER | |||||||||
| TRUSTEE (UNTIL 11/7/22) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MEREDITH ROSENBERG | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHARINE B SCHMITT | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA STEAD | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VIJAY VISHWANATH | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE WILLIAMS | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM DAVID POWER | |||||||||
| PRESIDENT AND CEO | 50.00 | 0.50 | Yes (X) | $422,076 | $0 | $55,794 | |||
| ASTRID VERMEER | |||||||||
| CHIEF FIN & ADMIN OFFICER | 50.00 | 0.00 | Yes (X) | $304,635 | $0 | $14,552 | |||
| EDWARD H BOSSO | |||||||||
| PRES OF EDU PROGRAM | 50.00 | 0.00 | $333,137 | $0 | $98,065 | Yes (X) | |||
| BRENNA CHILD | |||||||||
| CHIEF PEOPLE OFFICER | 50.00 | 0.00 | $306,709 | $0 | $34,816 | Yes (X) | |||
| REBECCA FATER | |||||||||
| EXECUTIVE DIRECTOR OF MARKETING | 50.00 | 0.00 | $254,544 | $0 | $55,675 | Yes (X) | |||
| LUIZA R AGUIAR | |||||||||
| EXEC DIR OF PERKINS SOLUTIONS | 50.00 | 0.00 | $222,727 | $0 | $24,308 | Yes (X) | |||
| KATHERINE HOLLAND-ORTIZ | |||||||||
| EXECUTIVE DIRECTOR OF INTE | 50.00 | 0.00 | $256,524 | $0 | $45,857 | Yes (X) | |||
| GARY AUSSANT | |||||||||
| DIRECTOR OF DIGITAL ACCESS | 50.00 | 0.00 | $189,506 | $0 | $42,640 | Yes (X) | |||
| BASHAR AL-NAKHALA | |||||||||
| CHIEF TECHNOLOGY OFFICER | 50.00 | 0.00 | $207,445 | $0 | $23,990 | Yes (X) | |||
| STEPHANIE WAGLE | |||||||||
| DIR OF DIGITAL STRATEGY | 50.00 | 0.00 | $186,784 | $0 | $23,718 | Yes (X) | |||
| CARLOS PAZ CUADROS | |||||||||
| DIRECTOR, FIN PROCESS IMPROVEMENT | 50.00 | 0.00 | $180,394 | $0 | $25,565 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,864,481 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $444,980 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 95 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THOMAS GALLAGHER INC | |||||
| 309 WAVERLY OAKS ROAD SUITE 200 | WALTHAM | MA | 02452 | HVAC CONTRACTOR | $858,000 |
| JAN'S JANITORIAL INC | |||||
| 483 SUMMER STREET SUITE 2000 | ARLINGTON | MA | 02474 | JANITORIAL SERVICE | $742,203 |
| MAL WARWICK DONORDIGITAL | |||||
| 2550 NINTH STREET 103 | BERKELEY | CA | 94710 | INTEGRATED RESPONSE DIRECT CONSULTING SE | $573,554 |
| ROBERT HALF | |||||
| 2613 CAMINO RAMON | SAN RAMON | CA | 94583 | ACCOUNTING/AUDITED SERVICES/IT | $437,631 |
| COSTCO LANDSCAPING | |||||
| 16 COTTAGE STREET | WATERTOWN | MA | 02472 | LANDSCAPING | $378,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $681,946 | FundraisingAmt |
| Government Grants | $11,181,668 | GovernmentGrantsAmt |
| All Other Contributions | $18,831,649 | AllOtherContributionsAmt |
| Noncash Contributions | $30,177 | NoncashContributionsAmt |
| Total Contributions | $30,695,263 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FOR SERVICE | 611600 | $44,212,870 | $44,212,870 |
| LIBRARY SERVICES | 900099 | $3,329,900 | $3,329,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,542,770 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,096,907 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$330,431 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,427,338 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $204,073 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $314,939 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$110,866 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$110,866 | TotalRevenueColumnAmt |
| Exclusion | -$110,866 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,403,213 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,844,340 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,558,873 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,558,873 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $294,781 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,264,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,415 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $681,946 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $144,027 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$71,612 | TotalRevenueColumnAmt |
| Exclusion | -$71,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,447,624 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,800,583 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $647,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $647,041 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,358,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,189,811 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$35,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,508,952 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,267 | TotalAmt |
| Program Services | $319,267 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,167,077 | TotalAmt |
| Program Services | $650,257 | ProgramServicesAmt |
| Management And General | $1,125,564 | ManagementAndGeneralAmt |
| Fundraising | $391,256 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,785,654 | TotalAmt |
| Program Services | $43,993,539 | ProgramServicesAmt |
| Management And General | $6,926,284 | ManagementAndGeneralAmt |
| Fundraising | $1,865,831 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,912,679 | TotalAmt |
| Program Services | $2,427,536 | ProgramServicesAmt |
| Management And General | $382,188 | ManagementAndGeneralAmt |
| Fundraising | $102,955 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,978,637 | TotalAmt |
| Program Services | $4,149,383 | ProgramServicesAmt |
| Management And General | $653,273 | ManagementAndGeneralAmt |
| Fundraising | $175,981 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,220,620 | TotalAmt |
| Program Services | $3,517,622 | ProgramServicesAmt |
| Management And General | $553,810 | ManagementAndGeneralAmt |
| Fundraising | $149,188 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,650 | TotalAmt |
| Management And General | $247,650 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,968 | TotalAmt |
| Program Services | $29,191 | ProgramServicesAmt |
| Management And General | $169,777 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,920 | TotalAmt |
| Program Services | $8,640 | ProgramServicesAmt |
| Management And General | $303,280 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,191 | TotalAmt |
| Fundraising | $123,191 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,412,095 | TotalAmt |
| Program Services | $8,995 | ProgramServicesAmt |
| Management And General | $3,403,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,224,604 | TotalAmt |
| Program Services | $3,477,393 | ProgramServicesAmt |
| Management And General | $5,117,887 | ManagementAndGeneralAmt |
| Fundraising | $629,324 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,740 | TotalAmt |
| Program Services | $153,262 | ProgramServicesAmt |
| Management And General | $135,736 | ManagementAndGeneralAmt |
| Fundraising | $8,742 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102,062 | TotalAmt |
| Program Services | $1,653,792 | ProgramServicesAmt |
| Management And General | $354,496 | ManagementAndGeneralAmt |
| Fundraising | $93,774 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485,932 | TotalAmt |
| Program Services | $387,130 | ProgramServicesAmt |
| Management And General | $2,095,707 | ManagementAndGeneralAmt |
| Fundraising | $3,095 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,172,715 | TotalAmt |
| Program Services | $4,530,958 | ProgramServicesAmt |
| Management And General | $598,342 | ManagementAndGeneralAmt |
| Fundraising | $43,415 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,742 | TotalAmt |
| Program Services | $1,091,491 | ProgramServicesAmt |
| Management And General | $93,049 | ManagementAndGeneralAmt |
| Fundraising | $55,202 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,315 | TotalAmt |
| Program Services | $203,683 | ProgramServicesAmt |
| Management And General | $34,877 | ManagementAndGeneralAmt |
| Fundraising | $16,755 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,324,166 | TotalAmt |
| Program Services | $3,589,902 | ProgramServicesAmt |
| Management And General | $704,869 | ManagementAndGeneralAmt |
| Fundraising | $29,395 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,007 | TotalAmt |
| Management And General | $481,007 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEAL/FOOD EXPENSE | $951,267 | $757,488 | $131,934 | $61,845 |
| BAD DEBT | $515,580 | $50 | $515,530 | |
| MEMBERSHIPS | $102,726 | $74,298 | $11,911 | $16,517 |
| PHOTOGRAPHY & VIDEO PRO | $59,469 | $52,234 | $6,844 | $391 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,316 | TotalAmt |
| Program Services | $37,573 | ProgramServicesAmt |
| Management And General | $1,002 | ManagementAndGeneralAmt |
| Fundraising | $2,741 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,944,399 | TotalAmt |
| Program Services | $71,126,684 | ProgramServicesAmt |
| Management And General | $23,532,587 | ManagementAndGeneralAmt |
| Fundraising | $4,285,128 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,764,521 | BOYAmt |
| EOY | $1,117,295 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,331,252 | BOYAmt |
| EOY | $6,670,673 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,773,741 | BOYAmt |
| EOY | $10,459,991 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,924,311 | BOYAmt |
| EOY | $5,504,599 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,463,507 | BOYAmt |
| EOY | $3,063,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $192,423,202 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $140,046,685 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,111,073 | BOYAmt |
| EOY | $52,376,517 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,674,873 | BOYAmt |
| EOY | $131,542,874 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,778,308 | BOYAmt |
| EOY | $197,003,915 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,445,040 | BOYAmt |
| EOY | $9,715,147 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,266,626 | BOYAmt |
| EOY | $417,454,806 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,541,018 | BOYAmt |
| EOY | $5,566,252 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,059,719 | BOYAmt |
| EOY | $25,006,728 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,550,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423,531 | BOYAmt |
| EOY | $1,423,531 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,024,268 | BOYAmt |
| EOY | $34,546,511 | 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 | $202,668,527 | BOYAmt |
| EOY | $200,568,789 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,573,831 | BOYAmt |
| EOY | $182,339,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,242,358 | BOYAmt |
| EOY | $382,908,295 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,266,626 | BOYAmt |
| EOY | $417,454,806 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,586,023 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,010,535 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $241,425 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,767,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,961,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,085,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,709,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,695,263 | CurrentTaxYearAmt |
| Total | $104,219,780 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,767,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,961,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,085,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,709,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,695,263 | CurrentTaxYearAmt |
| Total | $104,219,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,401,349 | SubstantialContributorsTotAmt |
| Public Support Total170 | $95,818,431 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,788,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,734,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,238,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,283,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,633,853 | CurrentTaxYearAmt |
| Total | $33,679,458 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $77,822 | CurrentTaxYearMinus3YearsAmt |
| Total | $77,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $137,977,060 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $218,883,675 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,113,684 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,126,684 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,110 | CurrentYearMinus3Amt |
| Current Year Minus2 | $12,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $12,000 | CurrentYearMinus1Amt |
| Current Year | $13,000 | CurrentYearAmt |
| Total | $49,110 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $316,344,987 | BeginningYearBalanceAmt |
| Contributions | $7,792,931 | ContributionsAmt |
| Investment Earnings Or Losses | $24,204,466 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,642,148 | OtherExpendituresAmt |
| Administrative Expenses | -$230 | AdministrativeExpensesAmt |
| End Year Balance | $327,700,466 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $363,072,273 | BeginningYearBalanceAmt |
| Contributions | $9,895,198 | ContributionsAmt |
| Investment Earnings Or Losses | -$36,370,248 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,252,236 | OtherExpendituresAmt |
| End Year Balance | $316,344,987 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $286,667,401 | BeginningYearBalanceAmt |
| Contributions | $2,047,777 | ContributionsAmt |
| Investment Earnings Or Losses | $88,506,810 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,149,715 | OtherExpendituresAmt |
| End Year Balance | $363,072,273 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $295,004,980 | BeginningYearBalanceAmt |
| Contributions | $1,852,053 | ContributionsAmt |
| Investment Earnings Or Losses | $8,721,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,112,697 | OtherExpendituresAmt |
| Administrative Expenses | $2,797,975 | AdministrativeExpensesAmt |
| End Year Balance | $286,667,401 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,704,188 | BeginningYearBalanceAmt |
| Contributions | $4,221,529 | ContributionsAmt |
| Investment Earnings Or Losses | $12,885,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,610,491 | OtherExpendituresAmt |
| Administrative Expenses | $2,195,958 | AdministrativeExpensesAmt |
| End Year Balance | $295,004,980 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50080 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,068,819 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,508,192 | DepreciationAmt |
| Book Value | $50,560,627 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,619,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,132,534 | DepreciationAmt |
| Book Value | $1,486,734 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,735,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,405,959 | DepreciationAmt |
| Book Value | $329,156 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,376,517 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTERNATIONAL BOND FUNDS | $11,275,499 | F |
| PRIVATE EQUITY | $78,237,110 | F |
| HEDGES | $107,491,306 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $197,003,915 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET RETIREMENT OBLIGATION | Desc |
| Amt | $1,423,531 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,423,531 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $109,419,312 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,010,535 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $901,589 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $301,759 | OtherRevenueAmt |
| Revenue Not Reported | $19,213,883 | RevenueNotReportedAmt |
| Revenue Subtotal | $90,205,429 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,412,095 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$5,259,148 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,847,053 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $88,358,376 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $101,720,864 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $901,589 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,286,971 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,188,560 | ExpensesNotReportedAmt |
| Expenses Subtotal | $95,532,304 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,412,095 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $3,412,095 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $98,944,399 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND BOARD RESTRICTED (QUASI-ENDOWMENT) FUNDS. THE SCHOOL'S DONOR RESTRICTED ENDOWED FUNDS CONSIST OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A MAJORITY OF THE FUNDS SUPPORT THE SCHOOL'S EDUCATIONAL PROGRAMS, INTERNATIONAL PROGRAM, TEACHER TRAINING AND PROGRAMMATIC TECHNOLOGY NEEDS. THE SCHOOL'S ENDOWMENT INVESTMENT AND SPENDING ACTIVITIES AIM TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE IRC AND APPLICABLE STATE LAWS. THE SCHOOL BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 241,425. JOHN MILTON SOCIETY REVENUES 60,334. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -314,939. FUNDRAISING EVENTS EXPENSES -144,027. COST OF GOODS SOLD -4,800,583. OTHER REVENUES 401. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | JOHN MILTON SOCIETY EXPENSES 27,422. RENTAL EXPENSES 314,939. FUNDRAISING EVENTS EXPENSES 144,027. COST OF GOODS SOLD 4,800,583. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | PERKINS HAS PUBLICIZED ITS NOTICE OF NON-DISCRIMINATION ON PERKINS PUBLICATIONS (INCLUDING ADMISSIONS BROCHURES AND MARKETING MATERIALS), ON ITS WEBSITE, AND IN THE MASSACHUSETTS ASSOCIATION OF 766 APPROVED PRIVATE SCHOOLS (MAAPS) ANNUAL NOTICE OF NON-DISCRIMINATION PUBLISHED IN THE BOSTON GLOBE. |
| SCHEDULE E, PART I, LINE 6 | PERKINS RECEIVES GOVERNMENT FUNDS FROM CITIES AND TOWNS THAT ARE PAYING FOR STUDENT TUITION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | PROGRAM SERVICES | PERKINS SOLUTION COGS | $112,293 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SERVICES | PERKINS SOLUTION COGS | $309,676 | ||
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | PROGRAM SERVICES | PERKINS SOLUTION COGS | $24,110 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SERVICES | PERKINS SOLUTION COGS | $218,294 | ||
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | PROGRAM SERVICES | PERKINS SOLUTION COGS | $35,450 | ||
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | PROGRAM SERVICES | PERKINS SOLUTION COGS | $252,060 | ||
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | PROGRAM SERVICES | PERKINS SOLUTION COGS | $623,285 | ||
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | PROGRAM SERVICES | PERKINS SOLUTION COGS | $5,000 | ||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | GRANTMAKING | EDUCATIONAL SERVICES | $28,596 | 2 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | GRANTMAKING | EDUCATIONAL SERVICES | $114,800 | 1 | |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | GRANTMAKING | EDUCATIONAL SERVICES | $34,912 | ||
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | GRANTMAKING | EDUCATIONAL SERVICES | $11,060 | 3 | 1 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | GRANTMAKING | EDUCATIONAL SERVICES | $129,899 | 4 | 1 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | EDUCATIONAL SERVICES | $56,214,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 2 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 10 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $1,580,168 | SubtotalSpentAmt |
| Continuation Spent | $56,533,567 | ContinuationSpentAmt |
| Total Spent | $58,113,735 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | DVLPMT/TRNG | $28,596 | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | DVLPMT/TRNG | $114,800 | $0 |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | DVLPMT/TRNG | $34,912 | $0 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | LDSHP/DVLPMT | $11,060 | $0 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | DVLPMT/TRNG | $129,899 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | EACH PROJECT PARTNER HAS A BUDGET, ACTIVITY TIMELINE, AND SCHEDULE FOR REPORTING. BALANCES ARE RECONCILED TO USD USING THE EXCHANGE RATE FROM THE DATE THE FUNDS WERE RECEIVED IN COUNTRY. ORIGINAL RECEIPTS ARE PROVIDED WITH PROGRESS REPORTS AND REVIEWED BY PROGRAM FINANCIAL STAFF EACH PERIOD. NEW FUNDS ARE NOT ADVANCED UNTIL SATISFACTORY REVIEW OF ACTIVITY AND FINANCIAL REPORT DATA. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| 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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAL WARWICK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 NINTH STREET SUITE 130 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $123,191 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $123,191 | TotalRetainedByContractorsAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK | Event1Nm |
| Gross Receipts Event1 | $339,878 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $322,463 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,415 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $17,668 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $28,527 | OtherDirectExpensesEvent1Amt |
| Event2 | TASTING | Event2Nm |
| Gross Receipts Event2 | $213,272 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $202,272 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,315 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $49,720 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,840 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $201,211 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $157,211 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $44,000 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $16,118 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $20,839 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $754,361 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $681,946 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,415 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,983 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $65,838 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,206 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $144,027 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$71,612 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM DAVID POWER | ||||||||||||||
| PRESIDENT AND CEO | $422,076 | $0 | $0 | $0 | $0 | $0 | $27,429 | $0 | $28,365 | $0 | $477,870 | $0 | $0 | $0 |
| EDWARD H BOSSO | ||||||||||||||
| PRES OF EDU PROGRAM | $313,137 | $0 | $20,000 | $0 | $0 | $0 | $26,065 | $0 | $72,000 | $0 | $431,202 | $0 | $0 | $0 |
| BRENNA CHILD | ||||||||||||||
| CHIEF PEOPLE OFFICER | $301,709 | $0 | $5,000 | $0 | $0 | $0 | $25,251 | $0 | $9,565 | $0 | $341,525 | $0 | $0 | $0 |
| ASTRID VERMEER | ||||||||||||||
| CHIEF FIN & ADMIN OFFICER | $304,635 | $0 | $0 | $0 | $0 | $0 | $5,040 | $0 | $9,512 | $0 | $319,187 | $0 | $0 | $0 |
| REBECCA FATER | ||||||||||||||
| EXECUTIVE DIRECTOR OF MARKETING | $254,544 | $0 | $0 | $0 | $0 | $0 | $25,644 | $0 | $30,031 | $0 | $310,219 | $0 | $0 | $0 |
| KATHERINE HOLLAND-ORTIZ | ||||||||||||||
| EXECUTIVE DIRECTOR OF INTE | $256,524 | $0 | $0 | $0 | $0 | $0 | $22,223 | $0 | $23,634 | $0 | $302,381 | $0 | $0 | $0 |
| LUIZA R AGUIAR | ||||||||||||||
| EXEC DIR OF PERKINS SOLUTIONS | $222,727 | $0 | $0 | $0 | $0 | $0 | $19,157 | $0 | $5,151 | $0 | $247,035 | $0 | $0 | $0 |
| GARY AUSSANT | ||||||||||||||
| DIRECTOR OF DIGITAL ACCESS | $189,506 | $0 | $0 | $0 | $0 | $0 | $15,650 | $0 | $26,990 | $0 | $232,146 | $0 | $0 | $0 |
| BASHAR AL-NAKHALA | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $192,445 | $0 | $15,000 | $0 | $0 | $0 | $0 | $0 | $23,990 | $0 | $231,435 | $0 | $0 | $0 |
| STEPHANIE WAGLE | ||||||||||||||
| DIR OF DIGITAL STRATEGY | $186,784 | $0 | $0 | $0 | $0 | $0 | $14,632 | $0 | $9,086 | $0 | $210,502 | $0 | $0 | $0 |
| CARLOS PAZ CUADROS | ||||||||||||||
| DIRECTOR, FIN PROCESS IMPROVEMENT | $180,394 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,565 | $0 | $205,959 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PERKINS MAY PROVIDE HOUSING TO EMPLOYEES WHEN IT IS DETERMINED TO BE A REQUIREMENT OF THE POSITION. PERKINS DETERMINES THE VALUE OF THE HOUSING BASED ON MARKET RATES FOR COMPARABLE PROPERTIES IN THE AREA. DURING 2022, OUT OF THE EMPLOYEES LISTED ON SCHEDULE J, ONLY EDWARD H. BOSSO WAS PROVIDED WITH HOUSING. BOSSO'S HOUSING WAS VALUED AT $72,000. |
| PART I, LINE 7 | DURING CALENDAR YEAR ENDING DECEMBER 31, 2023, THE PRESIDENT OF EDUCATION PROGRAMS AND THE CHIEF PEOPLE OFFICER RECEIVED PERFORMANCE-RELATED BONUSES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASS DEVELOPMENT FINANCE AGENCY SERIES 2010 | |||||||
| A | 043431814 | 2010-02-12 | $30,000,000 | CONSTRUCTION | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY SERIES 2016 | |||||||
| B | 043431814 | 2016-09-09 | $4,100,000 | IMPROVEMENTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $7,398,737 | $30,000,000 | $185,000 | $29,815,000 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,694,535 | $4,100,000 | $78,238 | $4,021,762 | 2016 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 3A | THE SCHOOL HAS INCIDENTAL SERVICE CONTRACTS THAT DO NOT RESULT IN PRIVATE BENEFIT USE. |
| PART IV, LINE 2B | THE BOND ISSUES MET THE REQUIREMENTS OF THE 2 YEAR SPENDING EXCEPTION. |
| PART IV, LINE 7 | THE SCHOOL HAS ESTABLISHED WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF IRC SECTION 148. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,177 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 9 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOL HAS 128 MEMBERS OF THE CORPORATION AS OF JUNE 30, 2023. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH YEAR AT PERKINS' ANNUAL MEETING THE MEMBERS OF THE CORPORATION VOTE ON THE TRUSTEES FOR THE FOLLOWING YEAR AND THE TRUSTEES ELECT THE OFFICERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS COMPLETED BY THE ACCOUNTING STAFF, REVIEWED BY THE AUDIT COMMITTEE, AND THEN PROVIDED TO THE FULL BOARD FOR REVIEW AND COMMENT, PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | PERKINS HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. PURSUANT TO THE CONFLICT OF INTEREST POLICY, TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND OTHER PERSONS WHO PERFORM SIMILAR POLICY-MAKING FUNCTIONS ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST CERTIFICATION ("CERTIFICATION") AND CONFLICT OF INTEREST DISCLOSURE FORM ("DISCLOSURE FORM"). THE CERTIFICATION REQUIRES CERTIFICATION OF COMPLIANCE WITH THE PERKINS CONFLICT OF INTEREST POLICY AND ALSO REQUIRES THE INDIVIDUAL TO DISCLOSE RELATED PARTY TRANSACTIONS. PERKINS LEGAL COUNSEL IS RESPONSIBLE FOR DISTRIBUTING THE CERTIFICATION AND DISCLOSURE FORM TO THE AFOREMENTIONED INDIVIDUALS AND FOR MAINTAINING THE RESPONSES. PURSUANT TO THE CONFLICT OF INTEREST POLICY, WHETHER A PERSONAL RELATIONSHIP AMONG TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND VOLUNTEER LEADERSHIP POSES A CONFLICT OF INTEREST WILL BE VOTED ANNUALLY BY THE BOARD OF TRUSTEES, WITH THE TRUSTEES, OFFICERS, AND/OR SENIOR MANAGEMENT THAT ARE INVOLVED IN THE RELATIONSHIP RECUSED FROM THAT PORTION OF THE MEETING AND VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES HAS A COMPENSATION COMMITTEE THAT REVIEWS THE PRESIDENT'S COMPENSATION AND THE BOARD REVIEWS THE PRESIDENT'S RECOMMENDATION FOR SENIOR STAFF COMPENSATION. PERKINS' WAGE AND SALARY STRUCTURE IS RELATED TO THE DUTIES AND RESPONSIBILITIES OF ITS POSITIONS AND STRIVES TO BE COMPETITIVE FOR THE AREA, CONSISTENT WITH PERKINS' FINANCIAL RESOURCES. PERKINS PERIODICALLY CONDUCTS WAGE AND SALARY SURVEYS TO DETERMINE THE PREVAILING WAGES AND SALARIES PAID FOR SIMILAR POSITIONS IN THE AREA AND AT SIMILAR SCHOOLS AND AGENCIES. PERKINS REVIEWS THE WAGE AND SALARY STRUCTURE ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | PERKINS FINANCIAL STATEMENTS ARE AVAILABLE AT OUR WEBSITE AND THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST WITH THE SCHOOL. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 241,425. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MILTON SOCIETY FOR THE BLIND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 NORTH BEACON STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562284 | EIN |
| Primary Activities | GENERAL SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |