2023-04-21T10:26:37-05:00 2022-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2021-07-01 042104857 THE ROXBURY LATIN SCHOOL ROXB 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 MICHAEL STANTON CFO 6173254920 2023-04-21 1 MICHAEL STANTON 999009999 SANDY ROSS P01399337 4012742001 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KERRY P BRENNAN 101 ST THERESA AVENUE WEST ROXBURY MA 02132 69272691 0 X WWW.ROXBURYLATIN.ORG X 1645 MA TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 23 23 112 200 -201474 0 7489061 10214292 8284401 11512800 6424116 8717049 200709 514111 22398287 30958252 0 2825194 0 0 11368397 11235096 0 0 1778201 9531565 9822957 20899962 23883247 1498325 7075005 300001857 279928763 32511924 31378916 267489933 248549847 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 0 0 18632604 2825194 11512800 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 18632604 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 112 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X MICHAEL STANTON 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 MICHAEL J GIARLA CHAIRMAN (AS OF 9/21) 2.00 X X 0 0 0 PAUL SPINALE VICE PRESIDENT 2.00 X X 0 0 0 SOREN OBERG TRUSTEE 2.00 X 0 0 0 KENT SAHIN TRUSTEE 2.00 X 0 0 0 JAMES J QUAGLIAROLI TRUSTEE 2.00 X 0 0 0 ELLEN BERKMAN TRUSTEE 2.00 X 0 0 0 BRYAN ANDERSON TRUSTEE 2.00 X 0 0 0 EUGENE LAMBERT JR TRUSTEE 2.00 X 0 0 0 JAMES HAMILTON TRUSTEE 2.00 X 0 0 0 DEREK T HO TRUSTEE 2.00 X 0 0 0 JOHN ENGLERT TRUSTEE 2.00 X 0 0 0 LAURENCE H LEBOWITZ TRUSTEE 2.00 X 0 0 0 MARILYN MCGRATH TRUSTEE 2.00 X 0 0 0 MICHAEL BERK TRUSTEE 2.00 X 0 0 0 ROBERTO GUIZUETA TRUSTEE 2.00 X 0 0 0 JOHN CONNAUGHTON TRUSTEE 2.00 X 0 0 0 VANESSA CALDERON-ROSADO TRUSTEE 2.00 X 0 0 0 CHRISTOPHER T MITCHELL TREASURER (AS OF 9/21) AND TRUSTEE 2.00 X X 0 0 0 ANNE MCNAY SECRETARY 2.00 X X 0 0 0 ROBERT J O'CONNOR JR PRESIDENT 2.00 X X 0 0 0 MATTHEW CONSIGLI TRUSTEE 2.00 X 0 0 0 JAY MITCHELL TRUSTEE 2.00 X 0 0 0 PAUL PROVOST TRUSTEE 2.00 X 0 0 0 KERRY BRENNAN HEADMASTER 50.00 X 533711 0 282855 MICHAEL STANTON CFO 50.00 X 252072 0 31244 ANDREW CHAPPELL ASST HEADMASTER FOR PROGRAM 50.00 X 187598 0 26037 THOMAS GUDEN ASST HEADMASTER FOR ADVANCEMENT 50.00 X 218174 0 52114 MICHAEL POJMAN ASSOCIATE HEADMASTER 50.00 X 206378 0 34399 ROBERT OPDYCKE FACULTY 50.00 X 151055 0 28925 DANIEL BETTERDORF FACULTY 50.00 X 147783 0 28621 MICHAEL DOCURRAL DIRECTOR OF OPERATIONS 50.00 X 150761 0 40291 ERIN BERG DIRECTOR OF COMMUNICATIONS 50.00 X 154650 0 20971 ANTONIO TEIXEIRA ATHLETIC DIRECTOR 50.00 X 153515 0 31325 2155697 0 576782 39 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICES 581374 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 ENDOWMENT CONSULTANT 399880 COMPAS FACILITY SERVICES 65 JACKSMAN STREET GEORGETOWN MA 01833 JANITORIAL SERVICES 388095 BRIGHT VIEW LANSCAPE DEVELOPMENT PO BOX 740655 ATLANTA GA 30374 LANDSCAPING 160554 4 10214292 296074 10214292 TUITION 611600 11512800 11512800 11512800 320952 -201474 522426 46710536 38314439 8396097 8396097 8396097 MISCELLANEOUS 611600 514111 514111 514111 30958252 11512800 -201474 9432634 2825194 2825194 2007299 720328 888125 398846 7082326 6060969 539416 481941 664295 554656 61944 47695 855304 726224 82247 46833 625872 479027 90615 56230 52650 39919 7856 4875 61980 61980 617518 617518 580844 76809 494654 9381 532195 87391 98985 345819 381171 244831 48185 88155 2013276 1526433 300421 186422 921240 921240 2673410 2380910 180496 112004 INSTRUCTIONAL EXPENSE 1440914 1440914 FOOD SERVICE 547759 547759 23883247 18632604 3472442 1778201 6397005 5161452 12088137 10795356 51411 140823 100698 113183846 33883707 81561487 79300139 198698027 183424505 1064967 1146613 300001857 279928763 2108396 1631841 3697653 3646029 26287990 25755309 417885 345737 32511924 31378916 X 59196913 62706166 208293020 185843681 267489933 248549847 300001857 279928763 7075005 -26015091 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 197856420 14845109 -26779669 7675689 178246171 147106281 1510147 56239992 7000000 197856420 147997620 3424329 2404906 6720574 147106281 144638890 6023221 3348547 6013038 147997620 135208341 4201818 11031410 5802679 144638890 0.01220 0.98780 0.00000 0 0 43450436 43450436 67159106 32323819 34835287 2574304 1559888 1014416 79300139 EQUITY LPS AND HEDGE FUNDS 158335641 F MUTUAL FUNDS 21883468 F SSGA FDS MONEY MARKET 3205396 F 183424505 OTHER LIABILITIES 345737 345737 X 1500449 -26015091 -2825194 -28840285 30340734 617518 617518 30958252 20440535 -2825194 -2825194 23265729 617518 617518 23883247 PART V, LINE 4: TO CARRY OUT THE SCHOOL'S EDUCATIONAL PURPOSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE SCHOOL OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE SCHOOL ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SCHOOL CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED WITH REVENUE -2,825,194. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED WITH REVENUE -2,825,194. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER ADVERTISEMENTS, JOB FAIRS, AND MEMBERSHIP ASSOCIATIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 37467746 0 0 0 0 0 0 37467746 0 37467746 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 0 FINANCIAL AID/SCHOLARSHIPS 114 2825194 X X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KERRY BRENNAN HEADMASTER 533711 0 0 0 0 0 202500 0 80355 0 816566 0 0 0 MICHAEL STANTON CFO 252072 0 0 0 0 0 24733 0 6511 0 283316 0 0 0 THOMAS GUDEN ASST HEADMASTER FOR ADVANCEMENT 218174 0 0 0 0 0 22733 0 29381 0 270288 0 0 0 MICHAEL POJMAN ASSOCIATE HEADMASTER 206378 0 0 0 0 0 20167 0 14232 0 240777 0 0 0 ANDREW CHAPPELL ASST HEADMASTER FOR PROGRAM 187598 0 0 0 0 0 19667 0 6370 0 213635 0 0 0 MICHAEL DOCURRAL DIRECTOR OF OPERATIONS 150761 0 0 0 0 0 15867 0 24424 0 191052 0 0 0 ANTONIO TEIXEIRA ATHLETIC DIRECTOR 153515 0 0 0 0 0 14933 0 16392 0 184840 0 0 0 ROBERT OPDYCKE FACULTY 151055 0 0 0 0 0 14933 0 13992 0 179980 0 0 0 DANIEL BETTERDORF FACULTY 147783 0 0 0 0 0 14633 0 13988 0 176404 0 0 0 ERIN BERG DIRECTOR OF COMMUNICATIONS 154650 0 0 0 0 0 14767 0 6204 0 175621 0 0 0 PART I, LINE 4B THE SCHOOL MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER CODE SECTION 457(B) FOR THE BENEFIT OF THE HEAD OF SCHOOL. CONTRIBUTIONS BY THE SCHOOL ARE REPORTED ON SCHEDULE J, PART II, AND INCLUDED UNDER THE HEADING "RETIREMENT AND OTHER DEFERRED COMPENSATION". A MASSACHUSETTS DEVELOPMENT FINANCING AGENCY 043431814 2014-12-16 25000000 CONSTRUCTION AND RENOVATION OF VARIOUS SCHOOL FACILITIES 0 0 0 A 25000000 420372 24579628 2016 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 42 296074 STOCK EXCHANGE VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. THE FORM, INCLUDING ALL SCHEDULES, IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE SCHOOL WITH MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD. REVISIONS ARE MADE AS NECESSARY. PRIOR TO FILING, ALL BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW A FULL COPY OF FORM 990 WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND SIGN A CONFLICTS DISCLOSURE STATEMENT. CONFLICTS ARE EVALUATED BY THE CONFLICTS COMMITTEE OF THE BOARD. WHERE NECESSARY, A BOARD VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE HEADMASTER. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THE PROCESS INCLUDES A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM SALARY SURVEY INFORMATION PREPARED BY AN INDUSTRY GROUP. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETING. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE HEADMASTER AND IS AVAILABLE FOR REVIEW BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE OFFICE OF THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO MASSACHUSETTS FORM PC FILED EVERY YEAR WITH ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC.