2021-03-25T08:34:24-05:00 2020-06-30 050409384 KAHN LITWIN RENZA & CO LTD 99 SUMMER STREET SUITE 520 BOSTON MA 02110 990 2019-07-01 042104857 THE ROXBURY LATIN SCHOOL ROXB 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 MICHAEL STANTON CURRENT CFO 6173254920 2021-02-23 SANDY ROSS P01399337 6172368098 2019 2022-09-23 18:48:47Z KERRY BRENNAN 101 ST THERESA AVENUE WEST ROXBURY MA 02132 60977824 0 X WWW.ROXBURYLATIN.ORG X 1645 MA TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 24 24 128 200 0 0 6567793 13478412 7349699 7823443 435604 -1494657 202705 348299 14555801 20155497 0 0 0 0 10491008 10629198 0 0 1529871 9021314 8440603 19512322 19069801 -4956521 1085696 248582582 248843891 36914790 32077486 211667792 216766405 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 0 0 14715669 7823443 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 14715669 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 64 0 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X MICHAEL STANTON CURRENT CFO 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 ROBERT J O'CONNOR JR PRESIDENT 2.00 X X 0 0 0 PAUL J MASSEY JR CHAIRMAN 2.00 X X 0 0 0 MICHAEL J GIARLA VICE PRESIDENT 2.00 X X 0 0 0 KERRY BRENNAN REQUIRED HOUSING HEADMASTER 50.00 X 0 0 49300 ANNE MCNAY SECRETARY 2.00 X X 0 0 0 JAMES M FRATES TREASURER 2.00 X X 0 0 0 M ETHAN BERMAN ASSISTANT TREASURER (TO 9/19) 2.00 X X 0 0 0 BRYAN ANDERSON TRUSTEE 2.00 X 0 0 0 MICHAEL BERK TRUSTEE 2.00 X 0 0 0 ELLEN BERKMAN TRUSTEE 2.00 X 0 0 0 VANESSA CALDERON-ROSADO TRUSTEE (AS OF 9/19) 2.00 X 0 0 0 JOHN CONNAUGHTON TRUSTEE 2.00 X 0 0 0 JOHN ENGLERT TRUSTEE 2.00 X 0 0 0 PAMELA D EVERHART TRUSTEE 2.00 X 0 0 0 ROBERTO GUIZUETA TRUSTEE 2.00 X 0 0 0 JAMES HAMILTON TRUSTEE 2.00 X 0 0 0 DEREK T HO TRUSTEE (AS OF 9/19) 2.00 X 0 0 0 EUGENE LAMBERT JR TRUSTEE 2.00 X 0 0 0 LAURENCE H LEBOWITZ TRUSTEE 2.00 X 0 0 0 WILLIAM M MAFFIE III TRUSTEE (TO 9/19) 2.00 X 0 0 0 MARILYN MCGRATH TRUSTEE 2.00 X 0 0 0 CHRISTOPHER T MITCHELL TRUSTEE 2.00 X 0 0 0 R IAN O'KEEFE TRUSTEE 2.00 X 0 0 0 JAMES J QUAGLIAROLI TRUSTEE (AS OF 9/19) 2.00 X 0 0 0 KENT SAHIN TRUSTEE 2.00 X 0 0 0 PAUL SPINALE TRUSTEE 2.00 X 0 0 0 RONALD R SULLIVAN TRUSTEE 2.00 X 0 0 0 JOSAPHAT K TANGO TRUSTEE (TO 9/19) 2.00 X 0 0 0 DIANE YOUNG-SPITZER TRUSTEE (TO 9/19) 2.00 X 0 0 0 KERRY BRENNAN SALARY AND BENEFITS HEADMASTER 50.00 X 544326 0 274626 SCOTT O'GORMAN CFO (9/19-6/20) 50.00 X 176764 0 29150 PETER SHEA DIRECTOR OF FINANCE 50.00 X 165175 0 22414 MICHAEL POJMAN ASST HEADMASTER 50.00 X 187146 0 28531 THOMAS GUDEN DIRECTOR OF DEVELOPMENT 50.00 X 194232 0 40250 PHILIP THORNTON SENIOR GIFTS OFFICER 50.00 X 168512 0 33155 ERNESTO GUERRA FACULTY 50.00 X 150881 0 20109 JAMES RYAN FACULTY 50.00 X 148741 0 20109 ANDREW CHAPPELL DIRECTOR OF STUDIES AND STRATEGIC INITIATIVES 50.00 X 169145 0 37644 1904922 0 555288 9 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICES 462714 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 INVESTMENT MANAGEMENT 285941 COMPASS FACILITY SERVICES 65 JACKSMAN STREET GEORGETOWN MA 01833 FACILITIES SERVICES 168544 3 13478412 341775 13478412 TUITION 611600 7823443 7823443 7823443 396024 396024 38931646 40822327 -1890681 -1890681 -1890681 MISCELLANEOUS 611600 348299 348299 348299 20155497 7823443 0 -1146358 2036857 1535589 297586 203682 6732506 5075992 983412 673102 615124 466301 88350 60473 649689 494217 92299 63173 595022 450643 85712 58667 12697 9572 1855 1270 71676 71676 496279 496279 56889 42891 8310 5688 323668 102602 85213 135853 328203 247447 47942 32814 1477227 1113747 215785 147695 47627 9965 36340 1322 1035236 1035236 2793342 2503813 171883 117646 205698 155085 30047 20566 INSTRUCTIONAL EXPENSE 1090905 1071413 11572 7920 FOOD SERVICE 401156 401156 BAD DEBTS 100000 100000 19069801 14715669 2824261 1529871 2722367 3240853 11856056 15029676 39192 18897 100205 61115 112098073 28495404 86016315 83602669 146779322 145813885 1069125 1076796 248582582 248843891 2276116 1531462 3698324 3740354 27308350 26805670 3632000 0 36914790 32077486 X 55044960 57342832 156622832 159423573 211667792 216766405 248582582 248843891 1085696 4012917 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147997620 7159239 2404906 6720274 150841491 144638890 6023221 3348547 6013038 147997620 135208341 4201818 11031410 5802679 144638890 125408338 1006129 14314517 5520643 135208341 133360418 2870001 -5336714 5485367 125408338 0.01700 0.68300 0.30000 0 0 43194411 43194411 66713100 26304842 40408258 2190562 2190562 0 83602669 CASH AND CASH EQUIVALENTS 936866 F EQUITY LPS AND HEDGE FUNDS 122668633 F MUTUAL FUNDS 20464878 F SSGA FDS MONEY MARKET 1743508 F 145813885 X 23672135 4012917 4012917 19659218 496279 496279 20155497 18573522 0 18573522 496279 496279 19069801 PART V, LINE 4: TO CARRY OUT THE SCHOOL'S EDUCATIONAL PURPOSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE SCHOOL OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE SCHOOL ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SCHOOL CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER ADVERTISEMENTS, JOB FAIRS, AND MEMBERSHIP ASSOCIATIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 19651368 0 0 0 0 0 0 19651368 0 19651368 1 0 1 0 1 0 PART III ACCOUNTING METHOD: X X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KERRY BRENNAN REQUIRED HOUSING HEADMASTER 0 0 0 0 0 0 0 0 49300 0 49300 0 0 0 KERRY BRENNAN SALARY AND BENEFITS HEADMASTER 544326 0 0 0 0 0 247000 0 27626 0 818952 0 0 0 SCOTT O'GORMAN CFO (9/19-6/20) 176764 0 0 0 0 0 17817 0 11333 0 205914 0 0 0 PETER SHEA DIRECTOR OF FINANCE 165175 0 0 0 0 0 16333 0 6081 0 187589 0 0 0 MICHAEL POJMAN ASST HEADMASTER 187146 0 0 0 0 0 18367 0 10164 0 215677 0 0 0 THOMAS GUDEN DIRECTOR OF DEVELOPMENT 194232 0 0 0 0 0 20200 0 20050 0 234482 0 0 0 PHILIP THORNTON SENIOR GIFTS OFFICER 168512 0 0 0 0 0 17300 0 15855 0 201667 0 0 0 ERNESTO GUERRA FACULTY 150881 0 0 0 0 0 14050 0 6059 0 170990 0 0 0 JAMES RYAN FACULTY 148741 0 0 0 0 0 14050 0 6059 0 168850 0 0 0 ANDREW CHAPPELL DIRECTOR OF STUDIES AND STRATEGIC IN 169145 0 0 0 0 0 17700 0 19944 0 206789 0 0 0 PART I, LINE 4B THE SCHOOL MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER CODE SECTION 457(B) FOR THE BENEFIT OF THE HEAD OF SCHOOL. CONTRIBUTIONS BY THE SCHOOL ARE REPORTED ON SCHEDULE J, PART II, AND INCLUDED UNDER THE HEADING "RETIREMENT AND OTHER DEFERRED COMPENSATION". A MASSACHUSETTS DEVELOPMENT FINANCING AGENCY 043431814 2014-12-16 25000000 CONSTRUCTION AND RENOVATION OF VARIOUS SCHOOL FACILITIES 0 0 0 A 25000000 420372 24579628 2016 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 46 340730 STOCK EXCHANGE VALUE X EVENT ITEMS 1 1045 COST 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. THE FORM, INCLUDING ALL SCHEDULES, IS THEN REVIEWED BY THE DIRECTOR OF FINANCE OF THE SCHOOL WITH MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD. REVISIONS ARE MADE AS NECESSARY. PRIOR TO FILING, ALL BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW A FULL COPY OF FORM 990 WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND SIGN A CONFLICTS DISCLOSURE STATEMENT. CONFLICTS ARE EVALUATED BY THE CONFLICTS COMMITTEE OF THE BOARD. WHERE NECESSARY, A BOARD VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE HEADMASTER. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THE PROCESS INCLUDES A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM SALARY SURVEY INFORMATION PREPARED BY AN INDUSTRY GROUP. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETING. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE HEADMASTER AND IS AVAILABLE FOR REVIEW BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE OFFICE OF THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO MASSACHUSETTS FORM PC FILED EVERY YEAR WITH ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC.