WINSOR SCHOOL INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WINSOR SCHOOL INC (EIN 04-2105842)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202231369349303288
- Schema version
- 2020v4.2
- 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 | 2022-05-16T09:41:53-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | MCNEIL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2022-05-12 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $31,401,806 | 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 | THE WINSOR SCHOOL PROVIDES COLLEGE PREPARATORY INSTRUCTION TO GIRLS IN GRADES FIVE THROUGH TWELVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | -$30,573 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,220,472 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,265,015 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,050,220 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,019,224 | CYProgramServiceRevenueAmt |
| PY Investment Income | $706,217 | PYInvestmentIncomeAmt |
| CY Investment Income | $779,958 | CYInvestmentIncomeAmt |
| PY Other Revenue | $556,126 | PYOtherRevenueAmt |
| CY Other Revenue | $291,872 | CYOtherRevenueAmt |
| PY Total Revenue | $34,533,035 | PYTotalRevenueAmt |
| CY Total Revenue | $31,356,069 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,484,366 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,634,630 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,241,673 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,411,743 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,479,481 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,843,092 | PYOtherExpensesAmt |
| CY Other Expenses | $13,015,293 | CYOtherExpensesAmt |
| PY Total Expenses | $31,569,131 | PYTotalExpensesAmt |
| CY Total Expenses | $34,061,666 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,963,904 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,705,597 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $197,378,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,305,625 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,213,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,713,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $152,165,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $171,591,893 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WINSOR SCHOOL IS DEDICATED TO DEVELOPING THE INDIVIDUAL TALENTS OF ACADEMICALLY PROMISING AND MOTIVATED GIRLS IN GRADES FIVE THROUGH TWELVE.ITS RIGOROUS ACADEMIC CURRICULUM IS COMPLEMENTED BY STRONG OFFERINGS IN THE ARTS AND PHYSICAL EDUCATION. THE SCHOOL HELPS STUDENTS BUILD A FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFELONG BASE FOR INDEPENDENT THINKING, PROBLEM SOLVING, CREATIVITY, AND WISE DECISION-MAKING.WINSOR STUDENTS ARE EXPECTED TO PURSUE ACADEMIC AND PERSONAL EXCELLENCE AND TO SHOW CONCERN AND RESPECT FOR OTHERS, FOR THE COMMUNITY OF THE SCHOOL, AND FOR THE WORLD IN WHICH THEY LIVE. THEY ARE ENCOURAGED BY A DEDICATED AND CARING FACULTY TO DEVELOP CONFIDENCE IN ALL AREAS OF STUDY, TO EXPRESS THEMSELVES EFFECTIVELY, TO BECOME LEADERS, AND TO FACE CHALLENGES WITH COURAGE AND INTEGRITY.COMMITTED TO DIVERSITY IN ITS STUDENT BODY AND FACULTY AND TO AN INCLUSIVE CURRICULUM, THE SCHOOL FOSTERS AN APPRECIATION OF INDIVIDUAL AND CULTURAL DIFFERENCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,346,732 | ExpenseAmt |
| Revenue | $25,311,096 | 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. THE FOLLOWING FOUR PRINCIPLES ESTABLISH A BASIS FOR THE DESIGN OF THE WINSOR SCHOOL'S CURRICULUM FOR THE EARLY 21ST CENTURY.CONNECTED CURRICULUMTHE WINSOR SCHOOL BELIEVES THAT STUDENTS LEARN BEST WHEN THEIR IDEAS, SKILLS, AND EXPERIENCES ARE REINFORCED ACROSS THE DISCIPLINES AND THROUGH THE GRADE LEVELS IN A CONNECTED CURRICULUM. TEACHERS PLAN COURSES THAT ESTABLISH CONNECTIONS FOR STUDENTS BETWEEN SUBJECTS AND TO THEIR OWN EXPERIENCE; THESE COURSES BUILD ON STUDENTS' PRIOR LEARNING AND SET THE GROUNDWORK FOR THEIR FUTURE LEARNING. TEACHERS AT EACH GRADE LEVEL KNOW ONE ANOTHER'S CURRICULUM AND INCORPORATE CONTENT AND SKILL CONNECTIONS BETWEEN DISCIPLINES WHEN POSSIBLE. CONNECTED TEACHING AND LEARNING ARE INTEGRATED INTO A STUDENT'S ENTIRE WINSOR EXPERIENCE.A CONNECTED CURRICULUM MAY INCLUDE GRADE LEVEL WORK AROUND THEMES, TEACHING THAT ADDRESSES SHARED ESSENTIAL QUESTIONS, OR INTERDISCIPLINARY TEACHING, WHICH WE DEFINE AS A DESIGNED CONNECTION BETWEEN THEMES AND TOPICS IN MORE THAN ONE SUBJECT IN THE SAME YEAR.SKILLSTHE WINSOR SCHOOL BELIEVES THAT SKILLS - THE LEARNED PROCESSES AND STRATEGIES NEEDED TO ACCOMPLISH A TASK - ARE AN ESSENTIAL PART OF OUR CONNECTED CURRICULUM AND SHOULD BE TAUGHT EXPLICITLY. SKILLS ARE INTEGRATED INTO THE CURRICULUM IN A SPIRALING MODEL, WHERE THEY ADVANCE SEQUENTIALLY IN A COORDINATED FASHION ACROSS DEPARTMENTS FROM YEAR TO YEAR. STUDENTS DEMONSTRATE THEIR SKILL COMPETENCIES AT DEVELOPMENTALLY APPROPRIATE POINTS THROUGHOUT THE EIGHT-YEAR PROGRAM.OUR UNDERSTANDINGS OF HOW STUDENTS LEARN, INCLUDING RESEARCH ON LEARNING STYLES, MANDATE THAT TEACHERS IN EVERY COURSE OFFER STUDENTS SEVERAL WAYS TO UNDERSTAND, ACQUIRE, AND ORGANIZE NEW KNOWLEDGE. USING SKILLS IN MULTIPLE DISCIPLINES REINFORCES STUDENTS' PRIOR LEARNING AND ALLOWS THEM TO ACCESS AND EXPRESS THEIR OWN UNDERSTANDING. TEACHERS DEMONSTRATE, TEACH AND ASSESS SKILLS. THE SKILLS THAT STUDENTS ACQUIRE AT WINSOR SERVE AS TOOLS FOR LIFE-LONG LEARNING.PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITYTHE WINSOR SCHOOL BELIEVES THAT A CRITICAL ASPECT OF ACADEMIC EXCELLENCE IS PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITY. THE PRINCIPLES OF DIVERSITY ARTICULATE THE SCHOOL'S COMMITMENT TO "FOSTER A GLOBAL CONSCIOUSNESS AND TO MAINTAIN "AN ACADEMIC AND SOCIAL ENVIRONMENT WHERE ALL STUDENTS DEVELOP CONFIDENCE, VALUES, KNOWLEDGE, AND LIFE SKILLS THEY NEED TO THRIVE WITHIN WINSOR AND THE GLOBAL COMMUNITY."AS A DIVERSE COMMUNITY OF TEACHERS AND LEARNERS, WE BELIEVE IT IS IMPORTANT FOR EACH STUDENT TO SEE HERSELF AS ROOTED IN HER INDIVIDUAL CULTURE. WE ALSO BELIEVE THAT IT IS VITAL FOR WINSOR STUDENTS TO UNDERSTAND THE RICH, DYNAMIC CROSS-CULTURAL FORCES WHICH SHAPE OUR COUNTRY AND THE CONTEMPORARY WORLD. THEREFORE, WE TEACH THE WESTERN EXPERIENCE WITHIN THE BROAD CONTEXT OF GLOBAL INTERACTIONS AND ENCOUNTERS. COURSE OFFERINGS IN VARIOUS DISCIPLINES ENABLE STUDENTS TO BECOME FAMILIAR WITH A MULTIPLICITY OF POLITICAL, SOCIAL AND ECONOMIC SYSTEMS, RELIGIOUS AND ETHICAL BELIEFS, AND MODES OF ARTISTIC EXPRESSION. OUR CURRICULUM ALSO INFORMS STUDENTS ABOUT THE NATURAL ENVIRONMENT AND THE USE AND DISTRIBUTION OF OUR PLANET'S FINITE RESOURCES. IT ACTIVELY CHALLENGES STEREOTYPICAL THINKING AND FOSTERS EMPATHIC UNDERSTANDING - THE ABILITY TO SEE AND FEEL WHAT OTHERS SEE AND FEEL.THE WINSOR CURRICULUM ENCOURAGES STUDENTS TO DEVELOP A SENSE OF RESPONSIBILITY FOR THE LOCAL, NATIONAL, AND INTERNATIONAL COMMUNITY IN WHICH THEY LIVE. IT INSTILLS A HABIT OF THINKING BEYOND ONE'S IMMEDIATE SELF-INTEREST AND OF EVALUATING A COURSE OF ACTION IN THE LIGHT OF ITS IMPACT ON THE WELL-BEING OF OTHER PEOPLE AND THE NATURAL ENVIRONMENT. IT LEADS STUDENTS TO "A RECOGNITION OF THE FUNDAMENTAL INTERDEPENDENCE OF ALL PEOPLE."INDEPENDENT THINKING AND LEARNINGTHE WINSOR SCHOOL BELIEVES THAT STUDENTS SHOULD BE TAUGHT TO THINK AND LEARN INDEPENDENTLY IN ORDER TO GAIN THE COMPETENCE AND CONFIDENCE NECESSARY TO BE LIFE-LONG LEARNERS AND STRONG, COURAGEOUS WOMEN. THE WINSOR CURRICULUM GUIDES STUDENTS TOWARD INDEPENDENCE THROUGH AGE-APPROPRIATE EXPERIENCES THAT LEAD THEM TO TAKE INCREASING RESPONSIBILITY FOR THEIR OWN LEARNING.WINSOR FACULTY ARE COMMITTED TO TEACHING STUDENTS THE SKILLS THAT ARE ESSENTIAL TO IDENTIFYING PROBLEMS AND TO DISCOVERING CREATIVE, INFORMED SOLUTIONS TO THEM. THEY TEACH STUDENTS THE SKILLS NEEDED TO STRUCTURE THEIR LEARNING THROUGHOUT THEIR LIVES. STUDENTS LEARN TO DEVELOP A PROCESS FOR DISCOVERY, KNOWING THAT THE PATH ISN'T ALWAYS DIRECT. OUR CURRICULUM TEACHES STUDENTS TO QUESTION EXISTING NORMS AND TO THINK FROM ANOTHER'S PERSPECTIVE; IT PROVIDES THEM WITH OPPORTUNITIES TO APPLY EXISTING KNOWLEDGE AND TOOLS TO UNFAMILIAR PROBLEMS AND TO REACT EFFECTIVELY IN NOVEL SITUATIONS.STUDENTS LEARN WHEN TO SEEK GUIDANCE, THE VALUE OF COLLABORATION, AND HOW TO BE OPEN TO CONSTRUCTIVE CRITICISM. WE BELIEVE THAT A STUDENT WHO TAKES RESPONSIBILITY FOR STRUCTURING AND ASSESSING HER OWN LEARNING IS LIKELY TO HAVE A DEEPER UNDERSTANDING OF WHAT SHE HAS LEARNED AND A - "FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFE-LONG BASIS FOR INDEPENDENT THINKING." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,634,630 | ExpenseAmt |
| Grant | $4,634,630 | GrantAmt |
| Desc | PROVIDE STUDENT AID IN THE FORM OF SCHOLARSHIPS FOR QUALIFYING STUDENTS. IT IS WINSOR'S PHILOSOPHY TO KEEP THE SCHOOL WITHIN REACH OF MANY GIRLS. HAVING TALENTED STUDENTS FROM DIVERSE SOCIOECONCOMIC BACKGROUNDS STRENGTHENS WINSOR IN EVERY WAY. THE COST OF AN INDEPENDENT SCHOOL EDUCATION CAN SEEM DAUNTING. A WINSOR EDUCATION IS NO EXCEPTION; IT IS A MAJOR INVESTMENT IN A GIRL'S FUTURE. WINSOR CURRENTLY AWARDS MORE THAN $4 MILLION A YEAR THROUGH ITS TUITION ASSISTANCE PROGRAM. INDIVIDUAL AWARDS RANGE FROM $1,000 TO FULL TUITION.MORE THAN 20 PERCENT OF THE STUDENT BODY RECEIVES AID. THE SCHOOL AWARDS PARTIAL AND FULL FINANCIAL GRANTS TO DESERVING STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,981,362 | 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 | 88 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 206 | 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 (35 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 |
|---|---|---|---|---|---|---|---|---|
| ALLISON KANEB PELLEGRINO | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORI WHELAN | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BART EPKER | ||||||||
| 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 | ||
| EMAN ANSARI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R BARKER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL CASSEUS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY CHENG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK CONDON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY CROMWELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DOLINS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AUDREY FENTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY GALLAGHER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE PASTERNACK GOLDSMITH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN GOLDSTEIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH GORDON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLIE HEBARD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA JACKSON | ||||||||
| 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 | |||
| JOSEPH J O'DONNELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARION RUSSELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL SHAH | ||||||||
| 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 | |||
| SARAH PELMAS | ||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | Yes (X) | $529,175 | $0 | $134,645 | ||
| KAREN GEROMINI | ||||||||
| ACTING CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $213,021 | $0 | $25,832 | |||
| KATE M A CASPAR | ||||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $202,161 | $0 | $11,353 | Yes (X) | |||
| CRAIG C ALLEN | ||||||||
| DIRECTOR OF COLLEGE COUNSEL | 40.00 | $156,663 | $0 | $28,669 | Yes (X) | |||
| SUE KIM | ||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $224,959 | $0 | $18,167 | Yes (X) | |||
| RIDIE R MARKENSON | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $152,650 | $0 | $40,624 | Yes (X) | |||
| JOHN CROMPTON | ||||||||
| DIR. OF FACILITIES & CONSTRUCTION | 40.00 | $155,634 | $0 | $40,957 | Yes (X) | |||
| SHARON JONES PHINNEY | ||||||||
| HEAD OF LOWER SCHOOL | 40.00 | $156,386 | $0 | $20,353 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,790,649 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $320,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | 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 |
|---|---|---|---|---|---|
| LEE KENNEDY INC | |||||
| 122 QUINCY SHORE DRIVE | QUINCY | MA | 02171 | CONSTRUCTION SERVICES | $1,220,526 |
| FLIK COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $577,875 |
| ALLIED UNIVERSAL | |||||
| 580 HARRISON AVE SUITE 3E | BOSTON | MA | 02118 | SECURITY SERVICES | $328,098 |
| COMPASS FACILITY SERVICE | |||||
| 65 JACKMAN STREET | GEORGETOWN | MA | 01883 | CLEANING SERVICES | $307,696 |
| FIRST STUDENT INC | |||||
| 15 YORK AVE | RANDOLPH | MA | 02368 | BUS SERVICES | $285,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,265,015 | AllOtherContributionsAmt |
| Noncash Contributions | $262,286 | NoncashContributionsAmt |
| Total Contributions | $5,265,015 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $25,019,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,019,224 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,019,224 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,192 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$30,573 | UnrelatedBusinessRevenueAmt |
| Exclusion | $554,765 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,159 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,737 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,422 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,422 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $255,766 | 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 | $255,766 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,766 | TotalRevenueColumnAmt |
| Exclusion | $255,766 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $186,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,450 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $186,450 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,356,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,311,096 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$30,573 | UnrelatedBusinessRevenueAmt |
| Exclusion | $810,531 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,634,630 | TotalAmt |
| Program Services | $4,634,630 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,839 | TotalAmt |
| Program Services | $654,496 | ProgramServicesAmt |
| Management And General | $261,482 | ManagementAndGeneralAmt |
| Fundraising | $245,861 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,216,313 | TotalAmt |
| Program Services | $10,334,837 | ProgramServicesAmt |
| Management And General | $859,636 | ManagementAndGeneralAmt |
| Fundraising | $1,021,840 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,688 | TotalAmt |
| Program Services | $680,869 | ProgramServicesAmt |
| Management And General | $83,568 | ManagementAndGeneralAmt |
| Fundraising | $64,251 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,283,311 | TotalAmt |
| Program Services | $1,010,851 | ProgramServicesAmt |
| Management And General | $146,466 | ManagementAndGeneralAmt |
| Fundraising | $125,994 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,592 | TotalAmt |
| Program Services | $733,151 | ProgramServicesAmt |
| Management And General | $85,765 | ManagementAndGeneralAmt |
| Fundraising | $102,676 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,777 | TotalAmt |
| Management And General | $121,777 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,079 | TotalAmt |
| Management And General | $101,079 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,735 | TotalAmt |
| Management And General | $711,735 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,365,511 | TotalAmt |
| Program Services | $1,687,808 | ProgramServicesAmt |
| Management And General | $1,374,519 | ManagementAndGeneralAmt |
| Fundraising | $303,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,402 | TotalAmt |
| Program Services | $1,287,402 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,990 | TotalAmt |
| Program Services | $50,608 | ProgramServicesAmt |
| Management And General | $89,771 | ManagementAndGeneralAmt |
| Fundraising | $26,611 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,930,853 | TotalAmt |
| Program Services | $2,642,713 | ProgramServicesAmt |
| Management And General | $839,630 | ManagementAndGeneralAmt |
| Fundraising | $448,510 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,874 | TotalAmt |
| Management And General | $180,874 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOAN EXPENSES | $1,114,963 | $1,114,963 | ||
| SUPPLIES | $1,009,659 | $660,178 | $322,440 | $27,041 |
| EQUIP. RENTAL & MAINT. | $423,897 | $332,820 | $91,077 | |
| SCHOOL EVENTS | $116,705 | $44,026 | $33,388 | $39,291 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,848 | TotalAmt |
| Program Services | $112,010 | ProgramServicesAmt |
| Management And General | $297,616 | ManagementAndGeneralAmt |
| Fundraising | $74,222 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,061,666 | TotalAmt |
| Program Services | $25,981,362 | ProgramServicesAmt |
| Management And General | $5,600,823 | ManagementAndGeneralAmt |
| Fundraising | $2,479,481 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,464,512 | BOYAmt |
| EOY | $4,564,204 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,635 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,869,293 | BOYAmt |
| EOY | $3,658,957 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,619 | BOYAmt |
| EOY | $182,404 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,992 | BOYAmt |
| EOY | $81,257 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,276 | BOYAmt |
| EOY | $1,567,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $133,232,386 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,163,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,846,138 | BOYAmt |
| EOY | $96,069,120 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,334,120 | BOYAmt |
| EOY | $18,379,647 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,653,792 | BOYAmt |
| EOY | $92,802,401 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,378,377 | BOYAmt |
| EOY | $217,305,625 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,066,704 | BOYAmt |
| EOY | $3,300,301 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,904,347 | BOYAmt |
| EOY | $2,219,131 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,150,116 | BOYAmt |
| EOY | $38,830,598 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,027 | BOYAmt |
| EOY | $1,363,702 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,213,194 | BOYAmt |
| EOY | $45,713,732 | 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 | $91,655,020 | BOYAmt |
| EOY | $98,376,072 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,510,163 | BOYAmt |
| EOY | $73,215,821 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,165,183 | BOYAmt |
| EOY | $171,591,893 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,378,377 | BOYAmt |
| EOY | $217,305,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,705,597 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,132,307 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,103,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,960,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,055,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,220,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,265,015 | CurrentTaxYearAmt |
| Total | $32,605,447 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,103,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,960,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,055,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,220,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,265,015 | CurrentTaxYearAmt |
| Total | $32,605,447 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,966,199 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,639,248 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $724,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $554,765 | CurrentTaxYearAmt |
| Total | $2,480,264 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,085,711 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $116,198,236 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84000 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,105,362 | BeginningYearBalanceAmt |
| Contributions | $5,486,115 | ContributionsAmt |
| Investment Earnings Or Losses | $1,520,032 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,594,340 | OtherExpendituresAmt |
| End Year Balance | $76,517,169 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,035,661 | BeginningYearBalanceAmt |
| Contributions | $6,582,837 | ContributionsAmt |
| Investment Earnings Or Losses | $5,113,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,627,028 | OtherExpendituresAmt |
| End Year Balance | $72,105,362 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,004,538 | BeginningYearBalanceAmt |
| Contributions | $167,454 | ContributionsAmt |
| Investment Earnings Or Losses | $6,732,497 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,868,828 | OtherExpendituresAmt |
| End Year Balance | $63,035,661 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62270 | 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 | $116,755,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,390,714 | DepreciationAmt |
| Book Value | $89,364,783 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,328,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,772,552 | DepreciationAmt |
| Book Value | $5,555,593 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $96,069,120 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED LIABILITY PARTNERSHIPS AND COMPANIES | Desc |
| Book Value | $92,802,401 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $92,802,401 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $243,468 |
| TUITION DEPOSITS | $831,630 |
| DEFERRED LIABILITY-POOLED INCOME FUND | $1,672 |
| CHARITABLE GIFT ANNUITIES PAYABLE | $58,439 |
| CAPITAL LEASE OBLIGATIONS | $228,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,363,702 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,187,748 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,132,307 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $45,737 | OtherRevenueAmt |
| Revenue Not Reported | $22,178,044 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,009,704 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $711,735 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,634,630 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,346,365 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,356,069 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,761,038 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $45,737 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $45,737 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,715,301 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $711,735 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,634,630 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,346,365 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,061,666 | 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: | THE SCHOOL ACCOUNTS 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 45,737. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE 4,634,630. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 45,737. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE 4,634,630. |
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 BOSTON GLOBE. | 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 | $342,178 | 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 | $342,178 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $342,178 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 | 121 | RecipientCnt |
| Non Cash Assistance | $4,634,630 | 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) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (8 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 | $523,333 | $0 | $0 | $0 | $5,842 | $0 | $88,000 | $0 | $46,645 | $0 | $663,820 | $0 | $0 | $0 |
| SUE KIM | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $224,771 | $0 | $0 | $0 | $188 | $0 | $16,863 | $0 | $1,304 | $0 | $243,126 | $0 | $0 | $0 |
| KAREN GEROMINI | ||||||||||||||
| ACTING CHIEF OPERATING OFFICER | $212,660 | $0 | $0 | $0 | $361 | $0 | $10,834 | $0 | $14,998 | $0 | $238,853 | $0 | $0 | $0 |
| KATE M A CASPAR | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $202,035 | $0 | $0 | $0 | $126 | $0 | $10,102 | $0 | $1,251 | $0 | $213,514 | $0 | $0 | $0 |
| JOHN CROMPTON | ||||||||||||||
| DIR. OF FACILITIES & CONSTRUCTION | $155,080 | $0 | $0 | $0 | $554 | $0 | $16,605 | $0 | $24,352 | $0 | $196,591 | $0 | $0 | $0 |
| RIDIE R MARKENSON | ||||||||||||||
| HEAD OF UPPER SCHOOL | $152,524 | $0 | $0 | $0 | $126 | $0 | $12,542 | $0 | $28,082 | $0 | $193,274 | $0 | $0 | $0 |
| CRAIG C ALLEN | ||||||||||||||
| DIRECTOR OF COLLEGE COUNSEL | $156,109 | $0 | $0 | $0 | $554 | $0 | $15,830 | $0 | $12,839 | $0 | $185,332 | $0 | $0 | $0 |
| SHARON JONES PHINNEY | ||||||||||||||
| HEAD OF LOWER SCHOOL | $156,025 | $0 | $0 | $0 | $361 | $0 | $15,946 | $0 | $4,407 | $0 | $176,739 | $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 2020 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 | 2013-06-13 | BondIssuedDt |
| Issue Price | $40,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF ACADEMIC, CULTURAL, AND ATHLETIC FACILITIES. | 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 | $40,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $131,200 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $39,782,300 | CapitalExpendituresAmt |
| Other Spent Proceeds | $86,500 | OtherSpentProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/22/2020 | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $31,800 | 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 | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $262,286 | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 WWW.CHARITIES.AGO.STATE.MA.US 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. |