NOBLE AND GREENOUGH SCHOOL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NOBLE AND GREENOUGH SCHOOL (EIN 04-2104784)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-14
- IRS object ID
- 202241959349300014
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-14T13:23:37-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOBLE AND GREENOUGH SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOBL | BusinessNameControlTxt |
| Phone | 7813263700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CAMPUS DRIVE | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M GINSBERG | PersonNm |
| Person Title | CHIEF FIN. & OPERATING OFFICER | PersonTitleTxt |
| Phone | 7813263700 | PhoneNum |
| Signature | 2022-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | GINSBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
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 | CATHERINE J HALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CAMPUS DRIVE | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,802,362 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NOBLES.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1866 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NOBLE AND GREENOUGH SCHOOL PROVIDES INSTRUCTIONAL ACTIVITY TO STUDENTS IN GRADES 7-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 380 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | -$60,721 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,036,716 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,355,323 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,637,702 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,177,100 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,293,170 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,712,110 | CYInvestmentIncomeAmt |
| PY Other Revenue | $268,042 | PYOtherRevenueAmt |
| CY Other Revenue | $60,424 | CYOtherRevenueAmt |
| PY Total Revenue | $46,235,630 | PYTotalRevenueAmt |
| CY Total Revenue | $55,304,957 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,716,078 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,085,234 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,027,996 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,147,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,840,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,201,922 | PYOtherExpensesAmt |
| CY Other Expenses | $18,281,867 | CYOtherExpensesAmt |
| PY Total Expenses | $48,945,996 | PYTotalExpensesAmt |
| CY Total Expenses | $54,514,740 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,710,366 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $790,217 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $301,660,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,051,555 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,423,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,089,140 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $261,236,114 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $299,962,415 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NOBLE AND GREENOUGH SCHOOL IS A RIGOROUS ACADEMIC COMMUNITY DEDICATED TO INSPIRING LEADERSHIP FOR THE PUBLIC GOOD. THROUGH MENTORING RELATIONSHIPS, WE MOTIVATE STUDENTS TO ACHIEVE THEIR HIGHEST POTENTIAL AND TO LEAD LIVES CHARACTERIZED BY SERVICE TO OTHERS. THE NOBLES COMMUNITY: GENERATES CRITICAL, CREATIVE, SOCIALLY CONSCIOUS THINKERS; UPHOLDS A COMMITMENT TO DIVERSITY; DEVELOPS CHARACTER AND INTELLECT IN DELIBERATE CONJUNCTION; CULTIVATES PURPOSEFUL CITIZENSHIP ON LOCAL, NATIONAL AND GLOBAL LEVELS; BUILDS INDEPENDENCE AND SELF-RESPECT THROUGH CHALLENGE AND ACHIEVEMENT; ESPOUSES HUMILITY, HUMOR, COLLABORATION, HONESTY AND RESPECT FOR OTHERS AS THE FOUNDATIONS OF A VIBRANT INTELLECTUAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,120,243 | ExpenseAmt |
| Grant | $9,085,234 | GrantAmt |
| Revenue | $34,614,705 | RevenueAmt |
| Desc | NOBLE & GREENOUGH SCHOOL: INSTRUCTIONAL ACTIVITY TO STUDENTS FROM GRADE 7 TO 12 - 626 STUDENTS, 147 MEMBERS OF FACULTY. FINANCIAL AID IS GRANTED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,499,528 | ExpenseAmt |
| Revenue | $3,609,115 | RevenueAmt |
| Desc | NOBLES DAY CAMP: 8 WEEK PROGRAM FOR THE GREATER BOSTON COMMUNITY - 1,378 CAMPERS, 251 STAFF. CAMPERSHIP GRANTED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $680,439 | ExpenseAmt |
| Revenue | $20,000 | RevenueAmt |
| Desc | ACHIEVE: A TUITION-FREE EDUCATIONAL PROGRAM SERVING LOW-INCOME MIDDLE SCHOOL CHILDREN FROM BOSTON PUBLIC SCHOOLS, ACHIEVE PROVIDES ACADEMIC AND PERSONAL ENRICHMENT THROUGH A RIGOROUS AND ENGAGING SIX-WEEK SUMMER PROGRAM AND ONGOING ACADEMIC YEAR TUTORING AND SUPPORT. ACHIEVE SEEKS TO INCREASE STUDENTS' ACADEMIC SKILLS, MOTIVATION, AND SELF-CONFIDENCE AND PUT THEM ON THE PATH TO COLLEGE - 75 STUDENTS, 29 MEMBERS OF FACULTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,300,210 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 108 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 380 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M GINSBERG CFOO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7813207270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CAMPUS DRIVE | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020264099 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| CATHERINE J HALL | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $586,412 | $0 | $180,251 | |||
| JOHN T GIFFORD | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | Yes (X) | $288,835 | $0 | $165,502 | |||
| STEPHEN M GINSBERG | ||||||||
| CHIEF FIN. & OPERATING OFFICER | 40.00 | Yes (X) | $313,200 | $0 | $61,870 | |||
| GEORGE MALEY | ||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $255,526 | $0 | $112,490 | Yes (X) | |||
| MICHAEL DENNING | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $202,222 | $0 | $81,634 | Yes (X) | |||
| BEN SNYDER | ||||||||
| DIRECTOR OF EXCEL | 40.00 | $177,505 | $0 | $63,275 | Yes (X) | |||
| WILLIAM BUSSEY | ||||||||
| PROVOST | 40.00 | $172,737 | $0 | $50,132 | Yes (X) | |||
| JENNIFER HINES | ||||||||
| DEAN OF ENROLLMENT MANAGEMENT | 40.00 | $175,343 | $0 | $47,406 | Yes (X) | |||
| MARK SPENCE | ||||||||
| DEAN OF STUDENT ENGAGEMENT | 40.00 | $180,372 | $0 | $21,968 | Yes (X) | |||
| ANDY JANFAZA | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| APRIL WATSON | ||||||||
| TRUSTEE (FROM 6/17/2021) | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| BRIAN O'NEILL | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| BROGHAN CULLY | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID RYAN | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID TYRIE | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| DEAN ATHANASIA | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| GABRIEL GOMEZ | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JANET RAPELYE | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JENNY SEEMAN | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| KEVIN CALLAGHAN | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| MARCI GRIFFITH LOEBER | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| MONICA STEVENSON | ||||||||
| TRUSTEE (FROM 6/17/2021) | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| RANJAY GULATI | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| RICK GOODE | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT PINDERHUGHES | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| SENAM KUMAHIA | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| SIMREN SANGHA | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| STACY COWAN | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVE ELLIS | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| SUZANNE CULLINANE JEPPSON | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN M MONTGOMERY | ||||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANTHONY J DINOVI | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEFF PATTERSON | ||||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JILL WALSH | ||||||||
| CLERK/ SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,352,152 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $784,528 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | 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 |
|---|---|---|---|---|---|
| FLIK - COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $1,447,935 |
| PHYSICIANSONE URGENT CARE | |||||
| 31 OLD ROUTE 7 | BROOKFIELD | CT | 06804 | COVID TESTING SERVICES | $1,195,956 |
| SHAWMUT DESIGN AND CONSTRUCTION | |||||
| 560 HARRISON AVE | BOSTON | MA | 02118 | CONSTRUCTION | $842,422 |
| UG2 LLC | |||||
| PO BOX 5972 | SPRINGFIELD | MA | 011015972 | CLEANING SERVICES | $772,423 |
| EMCOR SERVICES | |||||
| PO BOX 845286 | BOSTON | MA | 022845286 | HVAC SERVICES | $338,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,355,323 | AllOtherContributionsAmt |
| Noncash Contributions | $520,226 | NoncashContributionsAmt |
| Total Contributions | $9,355,323 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $34,494,725 | $34,494,725 |
| SUMMER CAMP | 611600 | $3,609,115 | $3,609,115 |
| ADMISSIONS APPLICATIONS | 611600 | $60,368 | $60,368 |
| SALE OF TEXTBOOKS & RELATED ITEMS | 611710 | $8,081 | $8,081 |
| UPWARD BOUND | 611710 | $4,811 | $4,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,177,100 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,209,427 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$60,721 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,270,148 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $85,900 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $91,432 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$5,532 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,532 | TotalRevenueColumnAmt |
| Exclusion | -$5,532 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,906,708 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,404,025 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,502,683 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,502,683 | TotalRevenueColumnAmt |
| Exclusion | $5,502,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Of Goods Sold | $1,948 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,948 | TotalRevenueColumnAmt |
| Exclusion | -$1,948 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FINANCE CHARGE INCOME | 900099 | $778 | $778 |
| CAFE REVENUES | 900099 | $256 | $256 |
| SERVICES TO THIRD PARTIES | 710000 | $150 | $150 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,720 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $67,904 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,304,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,243,820 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$60,721 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,766,535 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,085,234 | TotalAmt |
| Program Services | $9,085,234 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,922,645 | TotalAmt |
| Program Services | $492,123 | ProgramServicesAmt |
| Management And General | $938,534 | ManagementAndGeneralAmt |
| Fundraising | $491,988 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,349,881 | TotalAmt |
| Program Services | $17,161,596 | ProgramServicesAmt |
| Management And General | $1,178,600 | ManagementAndGeneralAmt |
| Fundraising | $1,009,685 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015,648 | TotalAmt |
| Program Services | $1,629,190 | ProgramServicesAmt |
| Management And General | $226,260 | ManagementAndGeneralAmt |
| Fundraising | $160,198 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,406,807 | TotalAmt |
| Program Services | $1,362,600 | ProgramServicesAmt |
| Management And General | $466,027 | ManagementAndGeneralAmt |
| Fundraising | $578,180 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,452,658 | TotalAmt |
| Program Services | $1,196,336 | ProgramServicesAmt |
| Management And General | $150,408 | ManagementAndGeneralAmt |
| Fundraising | $105,914 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,507 | TotalAmt |
| Management And General | $9,507 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,671 | TotalAmt |
| Management And General | $80,671 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,765,577 | TotalAmt |
| Management And General | $1,765,577 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,771,608 | TotalAmt |
| Program Services | $1,446,140 | ProgramServicesAmt |
| Management And General | $1,325,468 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,249 | TotalAmt |
| Program Services | $30,249 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,186,438 | TotalAmt |
| Program Services | $1,061,066 | ProgramServicesAmt |
| Management And General | $25,372 | ManagementAndGeneralAmt |
| Fundraising | $100,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,319 | TotalAmt |
| Program Services | $239,693 | ProgramServicesAmt |
| Fundraising | $45,626 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,154,025 | TotalAmt |
| Program Services | $4,023,249 | ProgramServicesAmt |
| Management And General | $91,621 | ManagementAndGeneralAmt |
| Fundraising | $39,155 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,920 | TotalAmt |
| Fundraising | $3,920 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,992 | TotalAmt |
| Program Services | $309,938 | ProgramServicesAmt |
| Management And General | $8,640 | ManagementAndGeneralAmt |
| Fundraising | $9,414 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,592 | TotalAmt |
| Program Services | $605,258 | ProgramServicesAmt |
| Management And General | $891 | ManagementAndGeneralAmt |
| Fundraising | $443 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,615,755 | TotalAmt |
| Program Services | $4,468,386 | ProgramServicesAmt |
| Management And General | $98,436 | ManagementAndGeneralAmt |
| Fundraising | $48,933 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,033 | TotalAmt |
| Program Services | $377,580 | ProgramServicesAmt |
| Management And General | $8,318 | ManagementAndGeneralAmt |
| Fundraising | $4,135 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAMP EXPENSE | $515,559 | $515,559 | ||
| DEVELOPMENT EXPENSE | $242,356 | $242,356 | ||
| ATHLETIC EXPENSE | $229,577 | $229,324 | $84 | $169 |
| ART PROGRAM EXPENSE | $86,950 | $86,950 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $979,739 | TotalAmt |
| Program Services | $979,739 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,514,740 | TotalAmt |
| Program Services | $45,300,210 | ProgramServicesAmt |
| Management And General | $6,374,499 | ManagementAndGeneralAmt |
| Fundraising | $2,840,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,761,125 | BOYAmt |
| EOY | $16,033,510 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,638,741 | BOYAmt |
| EOY | $6,538,639 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,387,486 | BOYAmt |
| EOY | $2,153,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,257 | BOYAmt |
| EOY | $14,832,009 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,261 | BOYAmt |
| EOY | $139,589 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,238 | BOYAmt |
| EOY | $1,115,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $154,276,401 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,179,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,226,941 | BOYAmt |
| EOY | $99,097,390 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,910,980 | BOYAmt |
| EOY | $76,084,128 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,543,025 | BOYAmt |
| EOY | $141,056,594 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,660,054 | BOYAmt |
| EOY | $357,051,555 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,251,994 | BOYAmt |
| EOY | $2,549,438 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,145,080 | BOYAmt |
| EOY | $28,878,600 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,491,061 | BOYAmt |
| EOY | $24,062,547 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,535,805 | BOYAmt |
| EOY | $1,598,555 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,423,940 | BOYAmt |
| EOY | $57,089,140 | 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 | $120,775,767 | BOYAmt |
| EOY | $129,769,661 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,460,347 | BOYAmt |
| EOY | $170,192,754 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,236,114 | BOYAmt |
| EOY | $299,962,415 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,660,054 | BOYAmt |
| EOY | $357,051,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $790,217 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,026,278 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $909,806 | 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 | $14,921,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,941,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,398,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,036,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,355,323 | CurrentTaxYearAmt |
| Total | $63,653,412 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,921,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,941,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,398,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,036,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,355,323 | CurrentTaxYearAmt |
| Total | $63,653,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,728,765 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,924,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,994,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,787,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,090,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,180,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,356,048 | CurrentTaxYearAmt |
| Total | $11,410,264 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $89,693 | CurrentTaxYearMinus2YearsAmt |
| Total | $89,693 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,184 | CurrentTaxYearAmt |
| Total | $908,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $76,061,728 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $172,144,929 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 16,303. 2017 AMOUNT: $ 73,029. 2018 AMOUNT: $ 107,927. 2019 AMOUNT: $ 31,722. SPORT ASSOCIATIONS - 2017 AMOUNT: $ 93,413. CAFE REVENUES - 2016 AMOUNT: $ 101,462. 2017 AMOUNT: $ 96,535. 2018 AMOUNT: $ 98,195. 2019 AMOUNT: $ 64,546. 2020 AMOUNT: $ 256. SERVICES TO THIRD PARTIES - 2017 AMOUNT: $ 97,683. 2020 AMOUNT: $ 150. SNACK BAR INCOME - 2016 AMOUNT: $ 41,446. 2019 AMOUNT: $ 30,321. SPECIAL EVENT GROSS INCOME - 2017 AMOUNT: $ 26,193. 2019 AMOUNT: $ 28,400. FINANCE CHARGE INCOME - 2020 AMOUNT: $ 778. |
| SCHEDULE A, PART II: | SPECIAL RULE IN SCHEDULE B - THE SCHOOL HISTORICALLY HAS USED THE GREATER THAN $5,000 OR 2% RULE IN REPORTING CONTRIBUTORS IN COMPLIANCE WITH THE SCHEDULE B INSTRUCTIONS. DUE TO THE BROADLY SUPPORTED NATURE OF THE ORGANIZATION AND MEETING THE PUBLIC SUPPORT TEST UNDER CURRENT GUIDANCE, CONTRIBUTORS OVER THE 2% RULE FOR SECTION 509(A)(1) BROADLY SUPPORTED ORGANIZATIONS ARE REPORTED. THE SCHOOL HAS COMPLETED SCHEDULE A, PART II FOR THE PURPOSE OF APPLYING THE SPECIAL RULE ON SCHEDULE B. |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $666,930 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EXHIBITION FOR COM. MEETING | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,913,991 | BeginningYearBalanceAmt |
| Contributions | $2,531,081 | ContributionsAmt |
| Investment Earnings Or Losses | $38,493,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,918,929 | OtherExpendituresAmt |
| End Year Balance | $184,019,882 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $142,198,367 | BeginningYearBalanceAmt |
| Contributions | $3,194,698 | ContributionsAmt |
| Investment Earnings Or Losses | $11,150,381 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,629,455 | OtherExpendituresAmt |
| End Year Balance | $149,913,991 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,617,293 | BeginningYearBalanceAmt |
| Contributions | $4,599,457 | ContributionsAmt |
| Investment Earnings Or Losses | $2,951,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,257,628 | OtherExpendituresAmt |
| Administrative Expenses | $711,914 | AdministrativeExpensesAmt |
| End Year Balance | $142,198,367 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,502,868 | BeginningYearBalanceAmt |
| Contributions | $4,983,449 | ContributionsAmt |
| Investment Earnings Or Losses | $10,562,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,826,888 | OtherExpendituresAmt |
| Administrative Expenses | $604,921 | AdministrativeExpensesAmt |
| End Year Balance | $141,617,293 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,641,917 | BeginningYearBalanceAmt |
| Contributions | $5,683,437 | ContributionsAmt |
| Investment Earnings Or Losses | $13,441,935 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,655,576 | OtherExpendituresAmt |
| Administrative Expenses | $608,845 | AdministrativeExpensesAmt |
| End Year Balance | $132,502,868 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,818,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,893,460 | DepreciationAmt |
| Book Value | $97,924,844 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,061,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,969,635 | DepreciationAmt |
| Book Value | $1,092,293 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $396,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $315,916 | DepreciationAmt |
| Book Value | $80,253 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,097,390 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SPLIT INTEREST AGREEMENTS | $7,173,881 | F |
| ALTERNATIVE INVESTMENTS | $133,882,713 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $141,056,594 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY UNDER SPLIT INTEREST AGREEMENTS | Desc |
| Amt | $1,598,555 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,598,555 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $84,823,805 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $37,026,278 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$5,835,233 | OtherRevenueAmt |
| Revenue Not Reported | $31,191,045 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,632,760 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,765,577 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$93,380 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,672,197 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,304,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,097,504 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $93,380 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $93,380 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,004,124 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,765,577 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,745,039 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,510,616 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $54,514,740 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SCHOOL HAS A COLLECTION OF RARE BOOKS, PORTRAITS, SCULPTURES, AND PAINTINGS WHICH WERE ALL DONATED TO THE SCHOOL FOR EXHIBITION AT THE MEETING ROOMS OF THE SCHOOL. |
| PART V, LINE 4: | THE EARNINGS ON THE ENDOWMENT FUNDS ARE TO BE USED TO FUND FINANCIAL AID FOR STUDENTS, FACULTY SALARIES, FINANCIAL AID FOR TRIPS AND FACULTY AND STAFF DEVELOPMENT AS WELL AS TO MAINTAIN AND ENHANCE PROGRAMS AT THE SCHOOL. |
| PART X, LINE 2: | THE SCHOOL IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES EXCEPT FOR NET REVENUE FROM UNRELATED BUSINESS ACTIVITIES. THE SCHOOL FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SCHOOL RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF AUGUST 31, 2021 AND 2020. WITH CERTAIN EXCEPTIONS, THE SCHOOL IS ONLY SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE. THE SCHOOL WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 909,806. FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS -6,745,039. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -1,948. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -91,432. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 1,948. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 91,432. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS 6,745,039. |
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 | IT IS THE POLICY OF NOBLE & GREENOUGH SCHOOL TO ADMIT STUDENTS OF ANY RACE, COLOR, AND NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO THE STUDENTS AT THE SCHOOL, AND IT IS THE POLICY OF THE SCHOOL NOT TO DISCRIMINATE ON THE BASIS OF RACE IN ADMINISTRATION OF ITS EDUCATION POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINSTERED PROGRAM. THE CATALOG OF THE SCHOOL MAKES SUBSTANTIALLY THE SAME STATEMENT. THE SCHOOL ANNUALLY PUBLISHED THE SAME STATEMENT IN A MAJOR BOSTON NEWSPAPER AS A LISTED MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE). ADDITIONALLY, NOTICE OF NONDISCRIMINATION POLICY IS ON THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP | 154 | $6,745,039 |
| TUITION REMISSION | 51 | $2,340,195 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NOBLE AND GREENOUGH SCHOOL USES THE PRINCIPLES AND NEEDS ANALYSIS SYSTEM OF THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) TO DETERMINE THE FINANCIAL ASSISTANCE AWARDS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. EACH FAMILY SUBMITS A PARENTS' FINANCIAL STATEMENT (PFS) FOR PROCESSING TO SSS. BASED ON THE FINANCIAL INFORMATION PROVIDED BY THE FAMILY, SSS SENDS NOBLE AND GREENOUGH SCHOOL AN ESTIMATED AMOUNT THAT THE FAMILY CAN CONTRIBUTE TO EDUCATIONAL EXPENSES. USING ESTIMATIONS FROM SSS AND INFORMATION IN TAX DOCUMENTS, THE FINANCIAL ASSISTANCE COMMITTEE DETERMINES THE AMOUNT OF ASSISTANCE OFFERED BY NOBLE AND GREENOUGH SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHERINE J HALL | ||||||||||||||
| HEAD OF SCHOOL | $573,478 | $0 | $0 | $0 | $12,934 | $0 | $75,135 | $0 | $105,116 | $0 | $766,663 | $0 | $0 | $0 |
| JOHN T GIFFORD | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $277,778 | $0 | $0 | $0 | $11,057 | $0 | $31,350 | $0 | $134,152 | $0 | $454,337 | $0 | $0 | $0 |
| STEPHEN M GINSBERG | ||||||||||||||
| CHIEF FIN. & OPERATING OFFICER | $310,559 | $0 | $0 | $0 | $2,641 | $0 | $31,350 | $0 | $30,520 | $0 | $375,070 | $0 | $0 | $0 |
| GEORGE MALEY | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $244,292 | $0 | $0 | $0 | $11,234 | $0 | $28,453 | $0 | $84,037 | $0 | $368,016 | $0 | $0 | $0 |
| MICHAEL DENNING | ||||||||||||||
| HEAD OF UPPER SCHOOL | $199,753 | $0 | $0 | $0 | $2,469 | $0 | $23,082 | $0 | $58,552 | $0 | $283,856 | $0 | $0 | $0 |
| BEN SNYDER | ||||||||||||||
| DIRECTOR OF EXCEL | $173,972 | $0 | $0 | $0 | $3,533 | $0 | $20,555 | $0 | $42,720 | $0 | $240,780 | $0 | $0 | $0 |
| WILLIAM BUSSEY | ||||||||||||||
| PROVOST | $169,468 | $0 | $0 | $0 | $3,269 | $0 | $19,221 | $0 | $30,911 | $0 | $222,869 | $0 | $0 | $0 |
| JENNIFER HINES | ||||||||||||||
| DEAN OF ENROLLMENT MANAGEMENT | $173,365 | $0 | $0 | $0 | $1,978 | $0 | $20,607 | $0 | $26,799 | $0 | $222,749 | $0 | $0 | $0 |
| MARK SPENCE | ||||||||||||||
| DEAN OF STUDENT ENGAGEMENT | $179,191 | $0 | $0 | $0 | $1,181 | $0 | $19,767 | $0 | $2,201 | $0 | $202,340 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SINCE THE SCHOOL IS A BOARDING SCHOOL, SOME OF THE FACULTY ARE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER TO SUPERVISE THE STUDENTS, PARTICIPATE IN ACTIVITIES WITH THE STUDENTS AND/OR TO CONDUCT BUSINESS OUTSIDE THE NORMAL BUSINESS HOURS. |
| PART I, LINE 4B | THE FOLLOWING EMPLOYEES PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN: CATHERINE J. HALL THE SCHOOL HAS A DEFERRED COMPENSATION PLAN FOR THE HEAD OF THE SCHOOL UNDER IRC 457(F). THE PLAN FOR THE HEAD OF THE SCHOOL WAS EFFECTIVE ON JULY 1, 2017. THE PLAN REQUIRES A MONTHLY CONTRIBUTION BY THE SCHOOL OF A PERCENTAGE OF THE HEAD OF SCHOOL'S GROSS CASH SALARY PAID FOR THE PREVIOUS MONTH. THE EMPLOYER CONTRIBUTION FOR THE YEARS ENDED AUGUST 31, 2021 AND 2020, TOTALED $46,271 AND $41,849, RESPECTIVELY. THE EMPLOYER CONTRIBUTION OF $43,785 TO THE 457(F) PLAN FOR THE CALENDAR YEAR 2020 IS RECORDED ON SCHEDULE J, PART II, COLUMN C. THE DEFERRED COMPENSATION OBLIGATION TOTALED $241,562 AND $151,301 AS OF AUGUST 31, 2021 AND 2020, RESPECTIVELY AND IS INCLUDED IN ACCRUED LIABILITIES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASS DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2015-10-06 | $10,935,000 | SERIES 2011 REFINANCE | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2015-10-06 | $13,844,295 | CONSTRUCTION OF NEW LIBRARY BUILDING AND RENOVATION OF THE SCIENCE BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,935,000 | $380,415 | $10,554,585 | 0 | Yes (1) | Yes (1) | Yes (1) | |||
| B | $15,000,000 | $62,590 | $3,588,008 | 0 | 0 | Yes (1) | Yes (1) | $1,542,782 | $11,349,402 | 2018 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MASS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/09/2021 ISSUER NAME: MASS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/09/2021 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $520,226 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | FOR THE DONATED SECURITIES, THE ORGANIZATION IS REPORTING THE NUMBER OF GIFTS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES IS NOTIFIED VIA EMAIL THAT A PUBLIC DISCLOSURE COPY OF THE FORM 990. TRUSTEES ARE EXPECTED TO REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL'S CONFLICT OF INTEREST POLICY IS MAILED TO ALL OFFICERS, DIRECTORS AND TRUSTEES, AND REVIEWED ORALLY AT THE FIRST BOARD MEETING OF EACH SCHOOL YEAR. ALL OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO SIGN A DOCUMENT INDICATING THEY HAVE READ AND UNDERSTAND THE SCHOOL'S CONFLICT OF INTEREST POLICY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST EITHER BEFORE OR DURING THE FIRST BOARD MEETING OF EACH SCHOOL YEAR. THE COMMITTEE CONSISTING OF TRUSTEES REVIEWS ALL DISCLOSURES. OFFICERS, DIRECTORS, AND TRUSTEES ARE REMINDED THAT THEY HAVE AN OBLIGATION TO UPDATE THEIR DISCLOSURES IF ANY POTENTIAL CONFLICTS OF INTEREST ARISE DURING THE YEAR. TYPICALLY, THEY SELF-REPORT ANY POTENTIAL CONFLICTS THAT ARISE BUT IF ANOTHER BOARD MEMBER BECOMES AWARE OF POTENTIAL CONLFICT, HE OR SHE IS ASKED TO RAISE IT WITH THE OFFICER, DIRECTOR, OR TRUSTEE AND A MEMBER OF THE COMMITTEE ON TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THERE IS A COMPENSATION COMMITTEE AS WELL AS AN INDEPENDENT CONSULTANT WHO CAREFULLY REVIEW SURVEYS AND OTHER COMPARATIVE INFORMATION IN DETERMINING COMPENSATION FOR THE HEAD OF SCHOOL. THE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES. THERE ARE WRITTEN EMPLOYMENT LETTERS FOR ALL FACULTY AND ADMINISTRATIVE POSITIONS AT THE SCHOOL. THESE ARE REVIEWED, UPDATED, DISTRIBUTED AND SIGNED ANNUALLY. SALARIES FOR ALL FACULTY AND ADMINISTRATIVE POSITIONS ARE DETERMINED WITHIN THE BAND OF TYPICAL SALARY INCREASE RATES BASED ON THE HEAD OF SCHOOL'S OBSERVED PERFORMANCE, REGULAR EVALUATION PROCESSES, AND ANY CHANGES IN RESPONSIBILITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IF AN INTERESTED PARTY ASKS FOR THESE DOCUMENTS, THE CFOO WILL MAKE A DECISION ABOUT DISTRIBUTION. THE SCHOOL'S FORM 990 IS MADE AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 909,806. |
| FORM 990, PART I, LINE 6: | THIS IS AN ESTIMATE OF THE CORE GROUP OF PARENTS WHO VOLUNTEER IN THE LIBRARY AND ALSO PARTICIPATE REGULARLY IN THE PARENT ASSOCIATION. THERE ARE PARENT VOLUNTEERS ON AN IRREGULAR BASIS. FOR EXAMPLE, EVERY OTHER YEAR THERE ARE PARENTS WHO VOLUNTEER A COUPLE HOURS AT THE SCHOOL'S YARD SALE. THIS ESTIMATE ALSO INCLUDES THE NUMBER OF BOARD MEMBERS WHO VOLUNTEER THEIR TIME ON THE SCHOOL'S BOARD WITHOUT COMPENSATION. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| POOLED INCOME FUNDS (2) | ||||
| FIDUCIARY ACTIVITY | MA | NOBLE AND GREENOUGH SCHOOL | T | Yes (1) |
| UNITRUSTS (5) | ||||
| FIDUCIARY ACTIVITY | MA | NOBLE AND GREENOUGH SCHOOL | T | Yes (1) |
| CHARITABLE REMAINDER UNITRUSTS (3) | ||||
| FIDUCIARY ACTIVITY | MA | NOBLE AND GREENOUGH SCHOOL | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |