2020-07-13T09:50:39-05:00 2019-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-07-01 042105842 THE WINSOR SCHOOL WINS 6177359519 103 PILGRIM ROAD BOSTON MA 02215 ELIZABETH MCNEIL SENIOR CONTROLLER 6177359519 2020-07-08 1 CRAIG KLEIN P00734640 6177610600 2020-07-08 207.172.72.163 2020-07-08 14:08:20 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AAFE5242E44AA74A98A743050A15125E154A43A4 2018 2020-09-22 18:59:49Z SARAH PELMAS 103 PILGRIM ROAD BOSTON MA 02215 40412471 0 X WWW.WINSOR.EDU X 1908 MA THE WINSOR SCHOOL PROVIDES COLLEGE PREPARATORY INSTRUCTION TO GIRLS IN GRADES FIVE THROUGH TWELVE. 27 26 226 275 -32055 -114612 4960531 7055879 22077340 23210847 3554359 -1274573 679587 612806 31271817 29604959 4161631 4266531 0 0 15417029 15724935 0 0 2196000 11625759 12189340 31204419 32180806 67398 -2575847 191008981 191185427 45166055 44674312 145842926 146511115 X 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. 0 0 21760066 23823653 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." 4266531 4266531 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. 26026597 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 57 0 1 226 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X ELIZABETH MCNEIL 6179121317 103 PILGRIM ROAD BOSTON MA 02215 ALLISON KANEB PELLEGRINO PRESIDENT 5.00 X X 0 0 0 LORI WHELAN VICE PRESIDENT 5.00 X X 0 0 0 BART EPKER TREASURER 5.00 X X 0 0 0 DAVID E GOEL ASSISTANT TREASURER 5.00 X X 0 0 0 ELIZABETH BENNETT CARROLL CLERK 5.00 X X 0 0 0 EMAN ANSARI TRUSTEE 2.00 X 0 0 0 JOHN R BARKER TRUSTEE 2.00 X 0 0 0 RACHEL CASSEUS TRUSTEE 2.00 X 0 0 0 LARRY CHENG TRUSTEE 2.00 X 0 0 0 RAYMOND CHUNG TRUSTEE 2.00 X 0 0 0 LESLIE DEWAN TRUSTEE 2.00 X 0 0 0 MARY GALLAGHER TRUSTEE 2.00 X 0 0 0 JONATHAN GOLDSTEIN TRUSTEE 2.00 X 0 0 0 WILLIAM H HEALD TRUSTEE 2.00 X 0 0 0 JEAN M HYNES TRUSTEE 2.00 X 0 0 0 SAM KENNEDY TRUSTEE 2.00 X 0 0 0 ANNE C MCNAY TRUSTEE 2.00 X 0 0 0 JOSEPH J O'DONNELL TRUSTEE 2.00 X 0 0 0 KRISHNA G PALEPU TRUSTEE 2.00 X 0 0 0 ADRIENNE PENTA LISSNER TRUSTEE 2.00 X 0 0 0 JENNIFER MORGAN PETERSON TRUSTEE 2.00 X 0 0 0 JILL SHAH TRUSTEE 2.00 X 0 0 0 BRUCE A SHAW TRUSTEE 2.00 X 0 0 0 M FORBES SINGER TRUSTEE 2.00 X 0 0 0 KERRY SWORDS TRUSTEE 2.00 X 0 0 0 PERRY M TRAQUINA TRUSTEE 2.00 X 0 0 0 SARAH PELMAS HEAD OF SCHOOL 50.00 X X 422421 0 59692 RICHARD S BERNASCO CHIEF FINANCIAL OFFICER 50.00 X 236954 0 43921 KATE M A CASPER ASSOCIATE HEAD OF SCHOOL 40.00 X 190511 0 15798 KAREN GEROMINI DIR. OF OPERATIONS & AUXILIARY 40.00 X 148867 0 30656 JOHN N CROMPTON DIR. OF FACILITIES & CONSTRUCTION 40.00 X 147080 0 34089 RIDIE R MARKENSON HEAD OF UPPER SCHOOL 40.00 X 149992 0 30268 DENISE LABIENIEC DIRECTOR OF STUDIES 40.00 X 140115 0 11617 CRAIG C ALLEN DIRECTOR OF COLLEGE COUNSELING 40.00 X 147860 0 26292 NANCY S SKINNER FORMER CHIEF ADVANCEMENT OFFICER 0.00 X 149400 0 21424 1733200 0 273757 33 1 1 0 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 819705 ALLIED UNIVERSAL 580 HARRISON AVE SUITE 3E BOSTON MA 02118 SECURITY SERVICES 347137 FIRST STUDENT INC 15 YORK AVE RANDOLPH MA 02368 BUS SERVICES 345884 LC ANDERSON INC 15 SOLDIERS FIELD PLACE BOSTON MA 02135 HVAC SERVICES 326169 PROSPECT BUILDING SERVICES CORP 360 PEARL STREET MALDEN MA 02148 JANITORIAL SERVICES 257004 12 7055879 757055 7055879 TUITION AND FEES 611110 23210847 23210847 23210847 189848 -32615 222463 641546 93761 547785 547785 547785 9249330 10713751 -1464421 -1464421 560 -1464981 OTHER REVENUE 611110 65021 65021 65021 29604959 23823653 -32055 -1242518 4266531 4266531 972014 500200 306175 165639 11672691 9681019 766190 1225482 787418 616922 80751 89745 1419241 1176411 91827 151003 873571 721208 58614 93749 211984 211984 140870 140870 391979 391979 1201196 989479 131435 80282 693785 693785 99450 63654 21759 14037 103969 50515 48777 4677 3827447 3827447 185896 185896 FOOD SERVICES 853939 777269 25175 51495 SUPPLIES 662977 594628 26093 42256 TRANSPORTATION 525637 525637 EQUIP. RENTAL & MAINT. 471610 471610 2818601 1070282 1470684 277635 32180806 26026597 3958209 2196000 7546144 5076451 1580803 1663384 3779486 5247982 558657 237974 53715 66511 1668848 1653388 129748377 29238899 103476750 100509478 16149632 16718277 56194946 60011982 191008981 191185427 2571702 2457911 1820719 1677837 39770485 39463051 1003149 1075513 45166055 44674312 X 92019699 91143795 0 0 53823227 55367320 145842926 146511115 191008981 191185427 -2575847 3244036 0 X 0 1 X 1 0 X 13435249 17025216 6103550 4960531 7055879 48580425 13435249 17025216 6103550 4960531 7055879 48580425 6308682 42271743 445426 476327 575712 402941 222463 2122869 50703294 103952134 0.83370 0.82020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72105362 5486115 1520032 2594340 76517169 63035661 6582837 5113892 2627028 72105362 59004538 167454 6732497 2868828 63035661 70278903 2031888 -923727 12382526 59004538 71562805 613193 1015764 2912859 70278903 0.35580 0.64420 0.00000 0 0 1148744 1148744 114130516 20981710 93148806 14469117 8257189 6211928 100509478 LIMITED LIABILITY PARTNERSHIPS AND COMPANIES 59798892 F POOLED INCOME FUND AT MARKET VALUE 213090 F 60011982 FUNDS HELD FOR OTHERS 180305 TUITION DEPOSITS 790451 DEFERRED LIABILITY-POOLED INCOME FUND 2627 CONSTRUCTION RETAINAGE PAYABLE 25263 CHARITABLE GIFT ANNUITIES PAYABLE 76867 1075513 X 28284246 3244036 93761 3337797 24946449 391979 4266531 4658510 29604959 27616057 93761 93761 27522296 391979 4266531 4658510 32180806 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 POSITION DOES 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 93,761. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE 4,266,531. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 93,761. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE 4,266,531. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTICE OF THE NON-DISCRIMINATION POLICY AS TO STUDENTS IS PUBLISHED IN THE BOSTON GLOBE. 1 SCHOLARSHIPS 120 4266531 FMV TUITION REDUCTION PART I, LINE 2: 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 SARAH PELMAS HEAD OF SCHOOL 336002 0 0 0 86419 0 38865 0 20827 0 482113 0 0 0 RICHARD S BERNASCO CHIEF FINANCIAL OFFICER 234873 0 0 0 2081 0 25287 0 18634 0 280875 0 0 0 KATE M A CASPER ASSOCIATE HEAD OF SCHOOL 190385 0 0 0 126 0 14511 0 1287 0 206309 0 0 0 KAREN GEROMINI DIR. OF OPERATIONS & AUXILIARY 148674 0 0 0 193 0 12366 0 18290 0 179523 0 0 0 JOHN N CROMPTON DIR. OF FACILITIES & CONSTRUCTION 146526 0 0 0 554 0 15838 0 18251 0 181169 0 0 0 RIDIE R MARKENSON HEAD OF UPPER SCHOOL 149866 0 0 0 126 0 12010 0 18258 0 180260 0 0 0 DENISE LABIENIEC DIRECTOR OF STUDIES 139989 0 0 0 126 0 10670 0 947 0 151732 0 0 0 CRAIG C ALLEN DIRECTOR OF COLLEGE COUNSELING 147499 0 0 0 361 0 15106 0 11186 0 174152 0 0 0 NANCY S SKINNER FORMER CHIEF ADVANCEMENT OFFICER 149123 0 0 0 277 0 15341 0 6083 0 170824 0 0 0 PART I, LINE 1A AS PART OF SARAH PELMAS' COMPENSATION, A TAXABLE HOUSING ALLOWANCE OF $82,500 IS PROVIDED AS PART OF THE W-2 WAGES. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2013-06-13 40000000 CONSTRUCTION OF ACADEMIC, CULTURAL, AND ATHLETIC FACILITIES. 0 0 0 A 40000000 131200 39782300 86500 2015 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/22/2020 X 42 757055 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) OF SCHEDULE M REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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.