WINSOR SCHOOL INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINSOR SCHOOL INC (EIN 04-2105842)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349305210
- Schema version
- 2023v6.0
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:47:24-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINSOR SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 6177359519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PILGRIM ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MCNEIL | PersonNm |
| Person Title | SENIOR CONTROLLER | PersonTitleTxt |
| Phone | 6177359519 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH PELMAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PILGRIM ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,194,935 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINSOR.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WINSOR PREPARES YOUNG WOMEN TO PURSUE THEIR ASPIRATIONS AND CONTRIBUTE TO THE WORLD. WINSOR IS A COLLEGE PREPARATORY SCHOOL THAT EDUCATES GIRLS GRADES 5-12, WITH ROBUST ARTS OFFERINGS AND AN ATHLETIC PROGRAM THAT INCLUDES 14 DIFFERENT SPORTS. OUR ADVANCEMENT DEPARTMENT SUPPORTS THE SCHOOL THROUGH YEAR-ROUND FUND-RAISING ACTIVITIES DESIGNED TO ENSURE THAT TUITION COST IS NOT A BARRIER TO EDUCATION FOR A QUALIFIED GIRL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | -$110,523 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,451,956 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,141,714 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,031,890 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,966,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,651,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,393,970 | CYInvestmentIncomeAmt |
| PY Other Revenue | $640,803 | PYOtherRevenueAmt |
| CY Other Revenue | $689,488 | CYOtherRevenueAmt |
| PY Total Revenue | $39,776,141 | PYTotalRevenueAmt |
| CY Total Revenue | $41,191,727 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,885,795 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,458,563 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,747,032 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,748,601 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,295,776 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,703,395 | PYOtherExpensesAmt |
| CY Other Expenses | $16,276,152 | CYOtherExpensesAmt |
| PY Total Expenses | $37,336,222 | PYTotalExpensesAmt |
| CY Total Expenses | $40,483,316 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,439,919 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $708,411 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $217,791,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,065,316 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,102,080 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,764,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $171,688,951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $188,300,481 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION: THE WINSOR SCHOOL PREPARES YOUNG WOMEN TO PURSUE THEIR ASPIRATIONS AND CONTRIBUTE TO THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,143,776 | ExpenseAmt |
| Revenue | $29,656,043 | RevenueAmt |
| Desc | THE WINSOR SCHOOL OFFERS A RICH AND CHALLENGING CURRICULUM TO ACADEMICALLY MOTIVATED GIRLS IN GRADES 5-12. WINSOR DEFINES CURRICULUM AS THE TOTAL CLASSROOM LEARNING EXPERIENCE FOR ALL STUDENTS. OUR CURRICULAR PHILOSOPHY IS BASED ON OUR UNDERSTANDINGS ABOUT STUDENT LEARNING, THE PEDAGOGIES WE PRACTICE IN RESPONSE TO THESE UNDERSTANDINGS, THE WAYS WE ASSESS LEARNING, AND THE QUALITIES OF CHARACTER WE ENCOURAGE OUR STUDENTS TO DEVELOP - AS WELL AS THE SKILLS AND CONTENT MORE COMMONLY ASSOCIATED WITH "CURRICULUM." OUR CURRICULUM IS A DESIGNED CONTINUUM OF DEVELOPMENTALLY APPROPRIATE LEARNING EXPERIENCES ACROSS DEPARTMENTS. WINSOR FACULTY KNOWS AND UNDERSTANDS THE CURRICULUM AND TAKES RESPONSIBILITY FOR TEACHING IT.CORE CURRICULUMTHE CORE CURRICULUM CONSISTS OF THE FOLLOWING DEPARTMENTS: MATH, ENGLISH, SCIENCE, HISTORY, WORLD LANGUAGES, PHYSICAL EDUCATION, AND PERFORMING AND VISUAL ARTS. ADDITIONALLY, STUDENTS TAKE COURSES IN STEM, HEALTH AND WELLNESS, AND LIBRARY SKILLS. OUR GRADUATION REQUIREMENTS EXCEED THE STATE REQUIREMENTS, AND PREPARE OUR STUDENTS TO SUCCEED AT THE MOST SELECTIVE COLLEGES NATIONALLY AND WORLDWIDE. STUDENTS TAKE AN AVERAGE OF 5-6 CLASSES PER SEMESTER, MEET REGULARLY WITH AN ACADEMIC ADVISOR, AND ARE SUPPORTED BY A COLLEGE COUNSELING OFFICE THAT HELPS THEM IN THE COLLEGE APPLICATION PROCESS.CO-CURRICULAR ACTIVITIESWE ALSO OFFER A WIDE VARIETY OF CO-CURRICULAR ACTIVITIES FOR BOTH UPPER AND LOWER SCHOOL INCLUDING OVER 50 DIFFERENT CLUBS, MOCK TRIAL, STUDENT GOVERNMENT, DEBATE, MODEL U.N., SCIENCE OLYMPIAD, ROBOTICS, AFTER-SCHOOL THEATRICAL PRODUCTIONS, AFTER SCHOOL MUSIC PERFORMANCE, AND MORE.ATHLETICSWITH 14 DIFFERENT SPORTS SPANNING THREE SEASONS, WINSOR STUDENTS HAVE THE OPPORTUNITY TO LEARN A NEW SPORT AND EVEN COMPETE AT THE VARSITY LEVEL DURING THEIR TIME AT WINSOR. OVER 80% OF OUR STUDENTS COMPETE IN ONE OR MORE SPORTS; FOR MOST, ATHLETICS SERVE AS A COMPLEMENT TO THE ACADEMIC EXPERIENCE, PROMOTING TEAMWORK, OFFERING CHALLENGE, AND CREATING OPPORTUNITIES FOR HEALTHY COMPETITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,458,563 | ExpenseAmt |
| Grant | $5,458,563 | GrantAmt |
| Desc | WINSOR BELIEVES IN ENROLLING TALENTED STUDENTS WITH GREAT POTENTIAL REGARDLESS OF THEIR FAMILIES' FINANCIAL CIRCUMSTANCES, AND AWARDS OVER $5.4 MILLION ANNUALLY IN NEED-BASED FINANCIAL AID TO MAKE THE SCHOOL FINANCIALLY ACCESSIBLE TO A RANGE OF FAMILIES. OVER 25% OF OUR STUDENTS RECEIVE NEED-BASED TUITION ASSISTANCE, WITH GRANTS COVERING FROM 5% TO 100% OF OVERALL TUITION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,602,339 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 222 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MCNEIL | PersonNm |
| Phone | 6179121317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PILGRIM ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SARAH PELMAS | |||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | Yes (X) | $828,035 | $0 | $133,149 | |||
| ALLISON KANEB PELLEGRINO | |||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LARRY CHENG | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LORI WHELAN | |||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID E GOEL | |||||||||
| ASSISTANT TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH BENNETT CARROLL | |||||||||
| CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER ANDREWS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMAN ANSARI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WENDY CROMWELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATIENCE CROZIER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER DOLINS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA DORCENA FORRY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLAIRE PASTERNACK GOLDSMITH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY BETH GORDON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ASHLEY MARLENGA HERBST | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RISTEARD HOGAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HUMPHREY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM KENNEDY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JESSICA LUTZKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MALLIKA MARSHALL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELISE MCDONALD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE RANERE NORRIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH J O'DONNELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PARESH PATEL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARION RUSSELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KERRY SWORDS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PERRY M TRAQUINA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMILY LUBIN WOODS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN GEROMINI | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $282,004 | $0 | $36,617 | ||||
| KATE M A CASPAR | |||||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $254,431 | $0 | $19,575 | Yes (X) | ||||
| JOHN CROMPTON | |||||||||
| DIR. OF FACILITIES & CONSTRUCTION | 40.00 | $187,122 | $0 | $38,164 | Yes (X) | ||||
| SHARON JONES PHINNEY | |||||||||
| HEAD OF LOWER SCHOOL | 40.00 | $182,881 | $0 | $21,996 | Yes (X) | ||||
| ERIKA MCMAHON | |||||||||
| DIR. OF ADVANCEMENT, CAMPAIGN DIRECTOR | 40.00 | $176,075 | $0 | $36,952 | Yes (X) | ||||
| DENISE LABIENIEC | |||||||||
| INSTITUTIONAL RESEARCHER | 40.00 | $181,205 | $0 | $13,928 | Yes (X) | ||||
| MARCUS YOUNG | |||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $178,568 | $0 | $15,781 | Yes (X) | ||||
| RICHARD BERNASCO | |||||||||
| FORMER CFO | 0.00 | $198,780 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,469,101 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $316,162 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 65 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| RAD SPORTS | |||||
| 171 VFW DRIVE | ROCKLAND | MA | 02370 | CONSTRUCTION | $1,158,108 |
| FLIK COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $1,095,720 |
| LC ANDERSON INC | |||||
| 15 SOLDIERS FIELD PL | BRIGHTON | MA | 02135 | HVAC | $467,228 |
| FIRST STUDENT INC | |||||
| 15 YORK AVE | RANDOLPH | MA | 02368 | BUS SERVICES | $401,518 |
| ALLIED UNIVERSAL | |||||
| 580 HARRISON AVE SUITE 3E | BOSTON | MA | 02118 | SECURITY SERVICES | $396,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,141,714 | AllOtherContributionsAmt |
| Noncash Contributions | $1,348,703 | NoncashContributionsAmt |
| Total Contributions | $10,141,714 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $28,966,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,966,555 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,966,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $805,376 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$104,616 | UnrelatedBusinessRevenueAmt |
| Exclusion | $909,992 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $564,425 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,208 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $561,217 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $561,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $561,217 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $588,594 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $588,594 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $588,594 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$5,907 | UnrelatedBusinessRevenueAmt |
| Exclusion | $594,501 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $128,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,271 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $128,271 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,191,727 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,656,043 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$110,523 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,504,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,458,563 | TotalAmt |
| Program Services | $5,458,563 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,353,173 | TotalAmt |
| Program Services | $790,570 | ProgramServicesAmt |
| Management And General | $317,152 | ManagementAndGeneralAmt |
| Fundraising | $245,451 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,643,010 | TotalAmt |
| Program Services | $11,614,738 | ProgramServicesAmt |
| Management And General | $975,653 | ManagementAndGeneralAmt |
| Fundraising | $1,052,619 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,317 | TotalAmt |
| Program Services | $903,340 | ProgramServicesAmt |
| Management And General | $75,614 | ManagementAndGeneralAmt |
| Fundraising | $66,363 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,627,090 | TotalAmt |
| Program Services | $1,398,155 | ProgramServicesAmt |
| Management And General | $81,442 | ManagementAndGeneralAmt |
| Fundraising | $147,493 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,011 | TotalAmt |
| Program Services | $717,181 | ProgramServicesAmt |
| Management And General | $266,921 | ManagementAndGeneralAmt |
| Fundraising | $95,909 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,262 | TotalAmt |
| Management And General | $211,262 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,548 | TotalAmt |
| Management And General | $92,548 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,901 | TotalAmt |
| Management And General | $934,901 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,156,017 | TotalAmt |
| Program Services | $1,609,779 | ProgramServicesAmt |
| Management And General | $1,773,023 | ManagementAndGeneralAmt |
| Fundraising | $773,215 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,452,359 | TotalAmt |
| Program Services | $1,452,359 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,278 | TotalAmt |
| Program Services | $112,046 | ProgramServicesAmt |
| Management And General | $149,930 | ManagementAndGeneralAmt |
| Fundraising | $22,302 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,326,624 | TotalAmt |
| Program Services | $2,958,907 | ProgramServicesAmt |
| Management And General | $886,799 | ManagementAndGeneralAmt |
| Fundraising | $480,918 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,204 | TotalAmt |
| Management And General | $256,204 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $1,071,321 | $920,470 | $29,373 | $121,478 |
| SUPPLIES | $968,557 | $644,248 | $285,514 | $38,795 |
| LOAN EXPENSES | $905,562 | $905,562 | ||
| EQUIP. RENTAL & MAINT. | $785,424 | $706,839 | $78,585 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,095 | TotalAmt |
| Program Services | $409,582 | ProgramServicesAmt |
| Management And General | $170,280 | ManagementAndGeneralAmt |
| Fundraising | $251,233 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,483,316 | TotalAmt |
| Program Services | $30,602,339 | ProgramServicesAmt |
| Management And General | $6,585,201 | ManagementAndGeneralAmt |
| Fundraising | $3,295,776 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,969,731 | BOYAmt |
| EOY | $2,728,180 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,608,839 | BOYAmt |
| EOY | $4,335,141 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,849 | BOYAmt |
| EOY | $61,861 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,002 | BOYAmt |
| EOY | $74,959 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670,804 | BOYAmt |
| EOY | $1,616,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $139,890,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,925,906 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,831,111 | BOYAmt |
| EOY | $89,964,624 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,657,763 | BOYAmt |
| EOY | $21,609,213 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,911,932 | BOYAmt |
| EOY | $114,674,717 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,791,031 | BOYAmt |
| EOY | $235,065,316 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,552,683 | BOYAmt |
| EOY | $4,396,950 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,029,932 | BOYAmt |
| EOY | $3,098,303 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,486,976 | BOYAmt |
| EOY | $38,292,004 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,489 | BOYAmt |
| EOY | $977,578 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,102,080 | BOYAmt |
| EOY | $46,764,835 | 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 | $92,450,877 | BOYAmt |
| EOY | $94,874,847 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,238,074 | BOYAmt |
| EOY | $93,425,634 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,688,951 | BOYAmt |
| EOY | $188,300,481 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,791,031 | BOYAmt |
| EOY | $235,065,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $708,411 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,903,119 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,220,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,265,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,413,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,451,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,141,714 | CurrentTaxYearAmt |
| Total | $43,492,508 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,220,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,265,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,413,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,451,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,141,714 | CurrentTaxYearAmt |
| Total | $43,492,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,926,245 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,566,263 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $724,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $554,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $386,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $909,992 | CurrentTaxYearAmt |
| Total | $2,855,841 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $31,166 | CurrentTaxYearMinus2YearsAmt |
| Total | $31,166 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,379,515 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $134,647,743 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72420 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,502,938 | BeginningYearBalanceAmt |
| Contributions | $6,685,937 | ContributionsAmt |
| Investment Earnings Or Losses | $15,953,213 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,935,004 | OtherExpendituresAmt |
| End Year Balance | $131,207,084 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,892,893 | BeginningYearBalanceAmt |
| Contributions | $4,595,017 | ContributionsAmt |
| Investment Earnings Or Losses | $10,620,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,605,000 | OtherExpendituresAmt |
| End Year Balance | $112,502,938 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,189,502 | BeginningYearBalanceAmt |
| Contributions | $4,064,608 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,281,703 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,079,514 | OtherExpendituresAmt |
| End Year Balance | $100,892,893 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,085,921 | BeginningYearBalanceAmt |
| Contributions | $9,768,946 | ContributionsAmt |
| Investment Earnings Or Losses | $22,158,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,824,184 | OtherExpendituresAmt |
| End Year Balance | $111,189,502 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,517,169 | BeginningYearBalanceAmt |
| Contributions | $5,462,821 | ContributionsAmt |
| Investment Earnings Or Losses | $2,658,678 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,552,747 | OtherExpendituresAmt |
| End Year Balance | $82,085,921 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33595 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66405 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,148,744 | OtherCostOrOtherBasisAmt |
| Book Value | $1,148,744 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,566,416 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,010,296 | DepreciationAmt |
| Book Value | $83,556,120 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,360,664 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,589,816 | DepreciationAmt |
| Book Value | $3,770,848 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,814,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $325,794 | DepreciationAmt |
| Book Value | $1,488,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,964,624 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED LIABILITY PARTNERSHIPS AND COMPANIES | Desc |
| Book Value | $114,674,717 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $114,674,717 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES PAYABLE | $49,895 |
| DEFERRED LIABILITY-POOLED INCOME FUND | $1,351 |
| FUNDS HELD FOR OTHERS | $76,901 |
| TUITION DEPOSITS | $849,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $977,578 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $50,704,590 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,903,119 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,208 | OtherRevenueAmt |
| Revenue Not Reported | $15,906,327 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,798,263 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $934,901 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,458,563 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,393,464 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,191,727 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,093,060 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,208 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,208 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,089,852 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $934,901 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,458,563 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,393,464 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,483,316 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | GIFTS TO THE ENDOWMENT HELP TO SECURE THE SCHOOL'S LONG-TERM FINANCIAL STABILITY AND FUND THE CURRENT PRIORITIES THROUGH THE ONGOING INTEREST GENERATED BY THE ENDOWMENT. WINSOR HONORS DONORS TO ENDOWED FUNDS EACH YEAR IN THE ANNUAL REPORT, WHICH INCLUDES A FULL LIST OF ALL NAMED FUNDS ESTABLISHED SINCE THE SCHOOL'S INCEPTION. BY ESTABLISHING AN ENDOWED FUND OR CONTRIBUTING TO AN EXISTING FUND, YOU CAN SUPPORT WINSOR AND THE GIRLS IN SEVERAL WAYS: - A SCHOLARSHIP FUND HELPS TO MAKE A WINSOR EDUCATION POSSIBLE FOR DESERVING STUDENTS - AN ENDOWED FUND CAN BE DESIGNATED TO SUPPORT A DEPARTMENT, TECHNOLOGY, ATHLETICS, THE LIBRARY, OR FACULTY ENRICHMENT - AN ENDOWED FACULTY CHAIR SUPPORTS A TEACHER IN HER/HIS WORK WITH STUDENTS AND ENCOURAGES PROFESSIONAL DEVELOPMENT AND PERSONAL GROWTH |
| PART X, LINE 2: | ACCOUNTING FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF 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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS OVER WHICH OF ITS ACTIVITIES ARE RELATED AND UNRELATED AS ITS ONLY TAX POSITIONS; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SCHOOL'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 3,208. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE 5,458,563. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 3,208. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE 5,458,563. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NOTICE OF THE NON-DISCRIMINATION POLICY AS TO STUDENTS IS PUBLISHED IN THE SCHOOL'S APPLICATIONS AND ON THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $28,157,725 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $28,157,725 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $28,157,725 | TotalSpentAmt |
| 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 | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 123 | RecipientCnt |
| Non Cash Assistance | $5,458,563 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION REDUCTION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENT AID IS BASED ON NEED. GRANTS AND OTHER ASSSISTANCE ARE RELATED TO INSTITUTIONAL FINANCIAL AID FOR WHICH STUDENTS APPLY THROUGH THE FINANCIAL AID OFFICE. ALL AID IS AWARDED BASED ON CERTAIN GUIDELINES AND IS CREDITED DIRECTLY TO STUDENT'S TUITION ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH PELMAS | ||||||||||||||
| HEAD OF SCHOOL | $621,039 | $0 | $0 | $0 | $206,996 | $0 | $95,500 | $0 | $37,649 | $0 | $961,184 | $0 | $194,123 | $0 |
| KAREN GEROMINI | ||||||||||||||
| CHIEF OPERATING OFFICER | $281,359 | $0 | $0 | $0 | $645 | $0 | $27,494 | $0 | $9,123 | $0 | $318,621 | $0 | $0 | $0 |
| KATE M A CASPAR | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $254,105 | $0 | $0 | $0 | $326 | $0 | $18,593 | $0 | $982 | $0 | $274,006 | $0 | $0 | $0 |
| JOHN CROMPTON | ||||||||||||||
| DIR. OF FACILITIES & CONSTRUCTION | $185,590 | $0 | $0 | $0 | $1,532 | $0 | $18,732 | $0 | $19,432 | $0 | $225,286 | $0 | $0 | $0 |
| ERIKA MCMAHON | ||||||||||||||
| DIR. OF ADVANCEMENT, CAMPAIGN DIRECT | $175,947 | $0 | $0 | $0 | $128 | $0 | $9,532 | $0 | $27,420 | $0 | $213,027 | $0 | $0 | $0 |
| SHARON JONES PHINNEY | ||||||||||||||
| HEAD OF LOWER SCHOOL | $182,120 | $0 | $0 | $0 | $761 | $0 | $17,694 | $0 | $4,302 | $0 | $204,877 | $0 | $0 | $0 |
| RICHARD BERNASCO | ||||||||||||||
| FORMER CFO | $0 | $0 | $0 | $0 | $198,780 | $0 | $0 | $0 | $0 | $0 | $198,780 | $0 | $0 | $0 |
| DENISE LABIENIEC | ||||||||||||||
| INSTITUTIONAL RESEARCHER | $180,951 | $0 | $0 | $0 | $254 | $0 | $13,240 | $0 | $688 | $0 | $195,133 | $0 | $0 | $0 |
| MARCUS YOUNG | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $178,395 | $0 | $0 | $0 | $173 | $0 | $13,213 | $0 | $2,568 | $0 | $194,349 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | SARAH PELMAS EARNED NON-TAXABLE SECTION 457(F) DEFERRED COMPENSATION IN 2023 IN THE AMOUNT OF $40,000. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2021-12-13 | BondIssuedDt |
| Issue Price | $38,866,134 | IssuePriceAmt |
| Purpose | REFINANCING OF SERIES 2013A AND 2013B REVENUE BOND ISSUES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $38,866,134 | TotalProceedsAmt |
| Other Spent Proceeds | $38,866,134 | OtherSpentProceedsAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $31,835 | CashGrantAmt |
| Type Of Assistance | REDUCED TUITION | TypeOfAssistanceTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,348,703 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN COLUMN (B) OF SCHEDULE M REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | WINSOR IS A VIBRANT COMMUNITY THAT VALUES INTELLECTUAL CURIOSITY, AUTHENTIC ENGAGEMENT AND PERSONAL INTEGRITY. WE CHALLENGE OUR STUDENTS TO LEAD LIVES OF PURPOSE AS RESPONSIBLE, GENEROUS-MINDED WOMEN. WINSOR EMPOWERS BRIGHT, MOTIVATED GIRLS TO GROW INTO CONFIDENT, CAPABLE LEADERS THROUGH A RIGOROUS ACADEMIC PROGRAM, A CULTURE OF BELONGING, AND A DEEP COMMITMENT TO STUDENT WELLNESS. WE HELP STUDENTS USE AND DEVELOP THEIR VOICES, THINK CRITICALLY AND CREATIVELY ACROSS DISCIPLINES, AND BUILD HABITS OF CURIOSITY AND ENGAGEMENT THAT EXTEND FAR BEYOND THE CLASSROOM. WITH THOUGHTFUL GUIDANCE AND CHALLENGE, THEY GRADUATE PREPARED NOT ONLY FOR COLLEGE, BUT FOR LIVES OF PURPOSE, LEARNING, AND LEADERSHIP. SINCE 1886, WINSOR HAS BEEN A LEADER IN GIRLS' EDUCATION, EMPOWERING GENERATIONS OF YOUNG WOMEN TO LEAD WITH CONFIDENCE AND MAKE A POSITIVE DIFFERENCE IN THE WORLD. OUR RICH HISTORY REFLECTS OUR UNWAVERING COMMITMENT TO ACADEMIC EXCELLENCE, INTELLECTUAL CURIOSITY, AND CHARACTER DEVELOPMENT. OUR DISTINGUISHED FACULTY ARE DEDICATED TO INDIVIDUALIZED TEACHING AND MENTORSHIP, PROVIDING A LEARNING ENVIRONMENT WHERE STUDENTS ARE BOTH CHALLENGED AND SUPPORTED TO REACH THEIR FULL POTENTIAL. THE ARTS ARE WOVEN INTO THE FABRIC OF EVERY WINSOR STUDENT'S EXPERIENCE. OUR STUDENTS ENJOY OPPORTUNITIES TO THINK CREATIVELY, WORK COLLABORATIVELY, AND EXPLORE AND EXPRESS THEIR OWN VOICES AND PASSIONS. WHETHER ON STAGE, IN THE STUDIO, OR BEHIND THE SCENES, OUR STUDENTS ENGAGE IN DYNAMIC VISUAL AND PERFORMING ARTS PROGRAMS THAT DEVELOP CONFIDENCE AND CRITICAL THINKING THAT EXTEND INTO EVERYTHING THEY DO. THROUGH THE PERFORMING AND VISUAL ARTS, THEY LEARN TO COMMUNICATE THEIR IDEAS AND SHAPE THE WORLD AROUND THEM. ATHLETICS IS AN INTEGRAL PART OF THE WINSOR EXPERIENCE. OUR ATHLETICS PROGRAM FOSTERS TEAMWORK, RESILIENCE, AND LEADERSHIP, COMPLEMENTING OUR RIGOROUS ACADEMICS WITH OPPORTUNITIES FOR STUDENTS TO CHALLENGE THEMSELVES PHYSICALLY AND MENTALLY. EVERY SEASON OUR STUDENT-ATHLETES GAIN LIFELONG LESSONS IN THE VALUE OF COMPETITION, PERSEVERANCE, AND THE TRUE MEANING OF TEAMWORK. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WILL BE POSTED ON THE TRUSTEES-ONLY SECURE WEB PORTAL PRIOR TO FILING FOR THE FULL BOARD TO REVIEW. CERTAIN DONORS HAVE REQUESTED THAT THEIR NAMES AND ADDRESSES BE REDACTED TO PROTECT THEIR PRIVACY. THE SCHOOL INFORMS ALL MEMBERS OF THE GOVERNING BODY THAT SCHEDULE B, "SCHEDULE OF CONTRIBUTORS" IS AVAILABLE FOR THEIR REVIEW UPON REQUEST BEFORE THE FORM 990 IS ULTIMATELY FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ONCE A YEAR, EACH BOARD MEMBER RECEIVES, SIGNS, AND RETURNS A CONFLICT OF INTEREST CERTIFICATE TO THE CLERK OF THE BOARD OF TRUSTEES. THE CERTIFICATE INFORMS THE BOARD MEMBER OF THE SCHOOL'S POLICY AND ALLOWS THEM TO DISCLOSE ANY POSITIONS WITH THE SCHOOL THAT MIGHT BE CONSIDERED AS CONFLICTING. THE CLERK REVIEWS EACH OF THE CERTIFICATES, AND IF A CONFLICT ARISES, IT IS BROUGHT TO THE ATTENTION OF OTHER OFFICERS OF THE BOARD. IT IS THE RESPONSIBILITY OF THOSE OFFICERS TO DETERMINE THE EXTENT OF THE CONFLICT, WITH THE GOAL OF PREVENTING ABUSE BUT NOT ELIMINATING SOMEONE FROM DOING BUSINESS WITH THE SCHOOL FOR LEGITIMATE PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 15 | BASED ON COMPARABILITY DATA AND REVIEW BY INDEPENDENT PERSONS, THE FULL BOARD OF TRUSTEES PROPOSES, VOTES ON, AND SETS THE COMPENSATION FOR THE CEO. THERE WAS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE BOARD OF TRUSTEE'S FINANCE COMMITTEE REVIEWS AVAILABLE INFORMATION FOR COMPENSATION AND MAKES A RECOMMENDATION TO THE FULL BOARD WHICH IS THEN VOTED UPON BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT MASSACHUSETTS.MY.SITE.COM/FILINGSEARCH AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 990, FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. |
| FORM 990, PART IX, LINE 11G | CONSULTING, MENTORING, ADMINISTRATIVE SERVICES, FACILITY SERVICES: PROGRAM SERVICE EXPENSES 1,609,779. MANAGEMENT AND GENERAL EXPENSES 1,773,023. FUNDRAISING EXPENSES 773,215. TOTAL EXPENSES 4,156,017. |