2025-04-29T15:08:30-05:00 2024-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2023-07-01 042104857 THE ROXBURY LATIN SCHOOL ROXB 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 MICHAEL STANTON CFO 6173254920 2025-04-24 1 1 SANDY ROSS P01399337 4012742001 2023 2025-03-06 01:10:19Z KERRY P BRENNAN 101 ST THERESA AVENUE WEST ROXBURY MA 02132 97506493 0 X WWW.ROXBURYLATIN.ORG X 1645 MA TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 23 23 100 200 39065 0 7684092 13458691 11749500 12079308 9601613 5717658 593568 507790 29628773 31763447 2903800 3107730 0 0 11556015 12100105 0 0 2185079 10181517 11691317 24641332 26899152 4987441 4864295 292324397 314063686 31159542 30252704 261164855 283810982 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 0 0 21106950 3107730 12587098 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 21106950 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 1 0 0 1 0 0 0 0 0 0 0 0 1 79 0 1 100 1 1 1 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 ETHAN M BERMAN PRESIDENT 2.00 X X 0 0 0 MICHAEL J GIARLA CHAIRMAN 2.00 X X 0 0 0 DEREK T HO SECRETARY 2.00 X X 0 0 0 CHRISTOPHER T MITCHELL TREASURER 2.00 X X 0 0 0 PAUL M SPINALE VICE PRESIDENT 2.00 X X 0 0 0 KATHERINE CRAVEN TRUSTEE 2.00 X 0 0 0 IAN LANE TRUSTEE 2.00 X 0 0 0 MATTHEW CONSIGLI TRUSTEE 2.00 X 0 0 0 MATTHEW W FRUHAN TRUSTEE 2.00 X 0 0 0 ROBERTO S GOIZUETA TRUSTEE 2.00 X 0 0 0 JAMES A HAMILTON TRUSTEE 2.00 X 0 0 0 EUGENE O LAMBERT JR TRUSTEE 2.00 X 0 0 0 ANDREW J MCELANEY III TRUSTEE 2.00 X 0 0 0 MARILYN E MCGRATH TRUSTEE 2.00 X 0 0 0 ANNE C MCNAY TRUSTEE 2.00 X 0 0 0 OBIORA I MENKITI TRUSTEE 2.00 X 0 0 0 JOHN J MITCHELL TRUSTEE 2.00 X 0 0 0 MONICA NEUMAN TRUSTEE 2.00 X 0 0 0 SOREN OBERG TRUSTEE 2.00 X 0 0 0 ROBERT J O'CONNOR JR TRUSTEE 2.00 X 0 0 0 PAUL R PROVOST TRUSTEE 2.00 X 0 0 0 JAMES J QUAGLIAROLI TRUSTEE 2.00 X 0 0 0 KENT E SAHIN TRUSTEE 2.00 X 0 0 0 KERRY BRENNAN HEADMASTER 50.00 X 639092 0 70596 MICHAEL STANTON CFO 50.00 X 270742 0 33346 THOMAS GUDEN ASST HEADMASTER 50.00 X 238789 0 56138 MATTHEW MCDONALD DIRECTOR OF ADMISSIONS 50.00 X 175970 0 23652 ELIZABETH CARROLL FACULTY 50.00 X 165310 0 22152 JAMES RYAN FACULTY 50.00 X 167323 0 22152 ERNESTO GUERRA FACULTY 50.00 X 172308 0 22152 MICHAEL DOCURRAL FACULTY 50.00 X 166424 0 43671 1995958 0 293859 8 0 1 0 SAGE DINING SERVICE 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 723893 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 ENDOWMENT CONSULTANT 394347 GOURMET CATERERS INC 3867 WASHINGTON STREET ROSLINDALE MA 02131 FOOD SERVICE 320434 COMMODORE BUILDERS 404 EYMAN STREET WALTHAM MA 02451 CONSTRUCTION CONTRACTORS 313187 JOHNSON CONTROLS DEPT CH 10320 PALANTINE IL 60055 TECHNOLOGY CONTRACTOR 312244 5 13458691 1798318 13458691 TUITION 611600 12079308 12079308 12079308 958879 39065 919814 70501825 65743046 4758779 4758779 4758779 MISCELLANEOUS 611600 507790 507790 507790 31763447 12587098 39065 5678593 3107730 3107730 1347103 437257 525197 384649 8394342 7239383 468622 686337 750333 649259 38901 62173 915959 839549 23296 53114 692368 558333 62642 71393 62940 44484 12597 5859 76981 76981 611389 611389 670981 524170 99674 47137 47433 47433 1548756 262947 1172177 113632 277221 213151 31798 32272 1366480 1090872 131920 143688 166433 117081 9488 39864 635472 281224 26275 327973 890099 890099 2766468 2545171 105925 115372 327561 261494 31623 34444 INSTRUCTIONAL EXPENSE 1348954 1258407 27082 63465 FOOD SERVICE 630070 630070 HEADMASTER'S DISCRETION 147511 147511 PROFESSIONAL DEVELOPMEN 116568 108836 4025 3707 26899152 21106950 3607123 2185079 5519804 4689143 3135679 10165503 13270708 739886 347513 117058888 39016834 79344274 78042054 195159096 213091692 1395834 1486897 292324397 314063686 2340887 1962677 3295120 3411821 25207629 24644948 315906 233258 31159542 30252704 X 67565576 67232386 193599279 216578596 261164855 283810982 292324397 314063686 4864295 17722320 59512 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187119349 9192938 21601180 8630066 209283401 178246171 3069324 13742012 7938158 187119349 197856420 14845109 -26779669 7675689 178246171 147106281 1510147 56239992 7000000 197856420 147997620 3424329 2404906 6720574 147106281 0.01366 0.58853 0.39781 0 0 28075693 28075693 72313985 32440923 39873062 13257036 4477777 8779259 1760536 1293038 467498 1651638 805096 846542 78042054 MUTUAL FUNDS 21350690 F MONEY MARKET FUNDS 4646564 F LIMITED PARTNERSHIPS AND HEDGE FUNDS 187094438 F 213091692 OTHER LIABILITIES 233258 233258 X 45766648 17722320 17722320 28044328 611389 3107730 3719119 31763447 23180033 0 23180033 611389 3107730 3719119 26899152 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 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED WITH REVENUE 3,107,730. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED WITH REVENUE 3,107,730. 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.LIST 74 _ 2TTHOMPSON1 - 05/12/16 11:13AM WORKSHEET FORM 990 - SCH F (PART I)PER MM, BOOK 49282752 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1451110 0 0 0 0 0 0 50733862 0 50733862 0 0 0 0 0 0 0 FINANCIAL AID AND SCHOLARSHIPS 118 3107730 X X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KERRY BRENNAN HEADMASTER 573137 0 0 0 65955 0 55500 0 15096 0 709688 0 0 0 MICHAEL STANTON CFO 270742 0 0 0 0 0 26800 0 6546 0 304088 0 0 0 THOMAS GUDEN ASST HEADMASTER 238789 0 0 0 0 0 25000 0 31138 0 294927 0 0 0 MICHAEL DOCURRAL FACULTY 166424 0 0 0 0 0 17800 0 25871 0 210095 0 0 0 MATTHEW MCDONALD DIRECTOR OF ADMISSIONS 175970 0 0 0 0 0 17400 0 6252 0 199622 0 0 0 ERNESTO GUERRA FACULTY 172308 0 0 0 0 0 15967 0 6185 0 194460 0 0 0 JAMES RYAN FACULTY 167323 0 0 0 0 0 15967 0 6185 0 189475 0 0 0 ELIZABETH CARROLL FACULTY 165310 0 0 0 0 0 15967 0 6185 0 187462 0 0 0 PART I, LINE 3 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. 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 MATTHEW CONSIGLI TRUSTEE 227568 PRESIDENT OF CONSIGLI CONSTRUCTION CO., INC. 0 X 37 1798318 STOCK EXCHANGE VALUE 0 1 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. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT HAVE ANY CHANGES TO EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.