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MARY C WHEELER SCHOOL INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARY C WHEELER SCHOOL INC (EIN 05-0259101)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-11
IRS object ID
201922849349301117
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-11T11:28:26-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050259101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WHEELER SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEEBusinessNameControlTxt
Phone4014218100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 HOPE STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029062246ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN WILSONPersonNm
Person TitleDIRECTOR OF FINANCEPersonTitleTxt
Phone4014218100PhoneNum
Signature2019-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN TOSCANOPreparerPersonNm
PTINP00358542PTIN
Phone9592007000PhoneNum
Preparation2019-10-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-08IPDt
IP Tm15:18:39IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3A16AF227DFFBEB6A54D665AEE301AB9EC7A606CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALLISON GAINES PELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 HOPE STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029062246ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$35,112,332GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WHEELERSCHOOL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1889FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionTHE WHEELER SCHOOL IS A CO-ED INDEPENDENT DAY SCHOOL FOR NURSERY THROUGH 12TH GRADE STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee572TotalEmployeeCnt
Total Volunteers491TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$4,191NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,292,579PYContributionsGrantsAmt
CY Contributions Grants$1,707,401CYContributionsGrantsAmt
PY Program Service Revenue$29,671,651PYProgramServiceRevenueAmt
CY Program Service Revenue$30,385,977CYProgramServiceRevenueAmt
PY Investment Income$974,389PYInvestmentIncomeAmt
CY Investment Income$1,495,850CYInvestmentIncomeAmt
PY Other Revenue$810,991PYOtherRevenueAmt
CY Other Revenue$836,391CYOtherRevenueAmt
PY Total Revenue$34,749,610PYTotalRevenueAmt
CY Total Revenue$34,425,619CYTotalRevenueAmt
PY Grants And Similar Paid$3,985,740PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,142,373CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,906,143PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,562,718CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$941,810CYTotalFundraisingExpenseAmt
PY Other Expenses$7,844,224PYOtherExpensesAmt
CY Other Expenses$7,858,667CYOtherExpensesAmt
PY Total Expenses$32,736,107PYTotalExpensesAmt
CY Total Expenses$33,563,758CYTotalExpensesAmt
PY Revenues Less Expenses$2,013,503PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$861,861CYRevenuesLessExpensesAmt
Total Assets BOY$93,905,296TotalAssetsBOYAmt
Total Assets EOY$115,682,357TotalAssetsEOYAmt
Total Liabilities BOY$7,256,364TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,570,347TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$86,648,932NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$88,112,010NetAssetsOrFundBalancesEOYAmt
MissionWHEELER IS AN INDEPENDENT, COLLEGE PREPARATORY DAY SCHOOL SERVING STUDENTS NURSERY THROUGH GRADE 12 WHOSE MISSION IS DERIVED FROM THE IDEAL OF ITS FOUNDER, MARY C WHEELER, "TO LEARN OUR POWERS AND BE ANSWERABLE FOR THEIR USE."MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$25,276,218ExpenseAmt
Grant$4,142,373GrantAmt
Revenue$30,070,819RevenueAmt
DescPROVIDING EDUCATIONAL SERVICES TO STUDENTS ATTENDING NURSERY THROUGH 12TH GRADE. THE SCHOOL ENROLLED 797 STUDENTS FOR THE YEAR OF WHICH 98 STUDENTS GRADUATED FROM THE CLASS OF 2019 AND 100% OF THOSE GRADUATING PURSUED A COLLEGE EDUCATION. ADMINISTRATION, FACULTY AND STAFF PARTICIPATED IN SCHOOL SUPPORTED PROFESSIONAL DEVELOPMENT PROGRAMS. A STRONG VOLUNTEER GROUP OF PARENTS AND ALUMNI HELPED THE SCHOOL IN ITS FUNDRAISING AND ADMISSIONS ACTIVITIES. A MAJOR RENOVATION OF HOPE BUILDING, HOME TO MIDDLE SCHOOL GRADES 6 THROUGH 8, ADMINISTRATIVE OFFICES AND DINING SERVICES BEGAN JUNE 2018 AND IS EXPECTED TO BE COMPLETED BY SEPTEMBER 2019.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$460,508ExpenseAmt
Revenue$619,384RevenueAmt
DescWHEELER SUMMER PROGRAMS PROVIDES EDUCATIONAL, ENRICHMENT AND ATHLETIC BASED PROGRAMMING THAT INTRODUCES CHILDREN TO THE WHEELER SCHOOL AND ITS VARIOUS OFFERINGS. THE 2018 SUMMER CAMP ENROLLED AND AVERAGE OF 180 CAMPERS PER WEEK FOR AN 11 WEEK CAMP SEASON. THE GOAL OF CAMP IS TO EXTEND PROGRAMMING INTO THE SUMMER MONTHS FOR OUR STUDENTS AND INTRODUCE NEW FAMILIES TO WHEELER. WHEELER SUMMER PROGRAMS PROVIDES NON-TUITION REVENUE TO SUPPORT ANNUAL OPERATIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$186,836ExpenseAmt
Revenue$298,190RevenueAmt
DescDAYCARE AND AFTER SCHOOL PROGRAMS SERVICE WHEELER STUDENTS IN NURSERY THROUGH GRADE 8. OPTIONS ARE AVAILABLE EVERY SCHOOL DAY FROM 11:30 AM TO 3:00 PM AND FROM THE END OF THE SCHOOL DAY UNTIL 5:30 PM. APPROXIMATELY 75 STUDENTS WERE ENROLLED PER DAY IN AGE APPROPRIATE ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$25,923,562TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document52IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee572EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATHLEEN WILSONPersonNm
Phone4014218100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 HOPE STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029062246ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
KONIQUE BALLAH
BOARD MEMBER2.00Yes (X)$0$0$0
JACKY BESHAR
VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
CAROL CIMILLUCA
BOARD MEMBER2.00Yes (X)$0$0$0
JENNIFER COOKE
BOARD MEMBER2.00Yes (X)$0$0$0
STUART FELDMAN
BOARD MEMBER2.00Yes (X)$0$0$0
ANNE-MARIE FINK
BOARD MEMBER2.00Yes (X)$0$0$0
BARBARA GAINES
BOARD MEMBER2.00Yes (X)$0$0$0
PEYTON GIBSON
BOARD MEMBER2.00Yes (X)$0$0$0
JAMES KASE
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
JANE LINDEN
BOARD MEMBER2.00Yes (X)$0$0$0
JAMES LOUSARARIAN
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
LISA MARTIESIAN
BOARD MEMBER2.00Yes (X)$0$0$0
JAYASHREE NIMAGADDA
BOARD MEMBER2.00Yes (X)$0$0$0
UTIBE OFFIONG
BOARD MEMBER2.00Yes (X)$0$0$0
JUDITH REMONDI
BOARD MEMBER2.00Yes (X)$0$0$0
STEPHEN ROSA
BOARD MEMBER2.00Yes (X)$0$0$0
ALISIA ST FLORIAN
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
KENNETH SHIMBERG
BOARD MEMBER2.00Yes (X)$0$0$0
REBECCA SPENCER
BOARD MEMBER2.00Yes (X)$0$0$0
ABBOTT STRANAHAN
SECRETARY5.00Yes (X)$0$0$0Yes (X)
KENNETH VOLPE
TREASURER2.00Yes (X)$0$0$0Yes (X)
LYNN WILLIAMS
BOARD MEMBER2.00Yes (X)$0$0$0
ALLISON GAINES PELL
HEAD OF SCHOOL50.00$417,291$0$44,166Yes (X)
KATHLEEN WILSON
ASST TREASURER/DIRECTOR OF FINANCE50.00$172,445$0$32,281Yes (X)
LAURIE FLYNN
ASST SECRETARY/DIRECTOR OF COMMUNICATIONS50.00$105,572$0$15,635Yes (X)
GARY ESPOSITO
DIRECTOR OF OPERATIONS50.00$234,897$0$37,552Yes (X)
JUDITH POIRIER
ASSISTANT HEAD OF SCHOOL50.00$156,552$0$20,127Yes (X)
MARK HARRIS
DIRECTOR OF AERIE PROGRAM50.00$134,541$0$35,837Yes (X)
NEELTJE HENNEMAN
HEAD OF UPPER SCHOOL50.00$143,815$0$18,760Yes (X)
DANN HAHN
HEAD OF LOWER SCHOOL50.00$132,245$0$31,553Yes (X)
DAN MILLER
FORMER HEAD OF SCHOOL50.00$130,185$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,627,543TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$235,911TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K17IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SITE SPECIFIC LLC
141 GANO STREETPROVIDENCERI02906BUILDING CONSTRUCTION/RENOVATION$2,206,884
GREEN ACRES LANDSCAPE & CONSTRUCTION COM
21 MALBONE STREETLAKEVILLEMA02347LANDSCAPING & CONSTRUCTION SERVICES$1,540,074
SAGE DINING SERVICES
1402 YORK RD STE 100LUTHERVILLEMD210936018CAFETERIA & SPECIAL EVENTS CATERING$620,093
TREMBLAY'S BUS COMPANY INC
284 MYRTLE STREETNEW BEDFORDMA02746TRANSPORTATION SERVICES$192,960
PERKINS WILL
225 FRANKLIN STREET SUITE 1100BOSTONMA02110CONSULTANTS FOR MASTER PLANNING$117,634
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$152,370FundraisingAmt
All Other Contributions$1,555,031AllOtherContributionsAmt
Noncash Contributions$65,571NoncashContributionsAmt
Total Contributions$1,707,401TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$29,468,403$29,468,403
SUMMER CAMP713990$619,384$619,384
DAYCARE AND AFTER SCHOOL PROGRAMS624410$298,190$298,190
FieldValueIRS element (for citing)
Total Program Service Revenue$30,385,977TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$975,982TotalRevenueColumnAmt
Exclusion$975,982ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$182,633RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$182,633RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$182,633TotalRevenueColumnAmt
Exclusion$182,633ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,060,361SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$540,493SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$519,868SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$519,868TotalRevenueColumnAmt
Exclusion$519,868ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$20,550FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$152,370ContriRptFundraisingEventAmt
Fundraising Direct Expenses$95,046FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$74,496TotalRevenueColumnAmt
Exclusion-$74,496ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$65,700GrossSalesOfInventoryAmt
Cost Of Goods Sold$51,174CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,526TotalRevenueColumnAmt
Related Or Exempt Func Income$14,526RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
AUXILIARY PROGRAM SEVICES611710$587,890$587,890
OTHER INCOME900099$125,838$125,838
FieldValueIRS element (for citing)
Other Revenue Total$713,728OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,425,619TotalRevenueColumnAmt
Related Or Exempt Func Income$30,988,393RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,729,825ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,142,373TotalAmt
Program Services$4,142,373ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$795,372TotalAmt
Management And General$642,840ManagementAndGeneralAmt
Fundraising$152,532FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,029,938TotalAmt
Program Services$12,135,260ProgramServicesAmt
Management And General$2,500,968ManagementAndGeneralAmt
Fundraising$393,710FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$910,961TotalAmt
Program Services$731,649ProgramServicesAmt
Management And General$147,658ManagementAndGeneralAmt
Fundraising$31,654FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,677,931TotalAmt
Program Services$2,868,911ProgramServicesAmt
Management And General$667,285ManagementAndGeneralAmt
Fundraising$141,735FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,148,516TotalAmt
Program Services$869,685ProgramServicesAmt
Management And General$233,653ManagementAndGeneralAmt
Fundraising$45,178FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$272,490TotalAmt
Management And General$272,490ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,508TotalAmt
Management And General$53,508ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,898TotalAmt
Management And General$43,898ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,164,192TotalAmt
Program Services$727,368ProgramServicesAmt
Management And General$403,576ManagementAndGeneralAmt
Fundraising$33,248FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$66,481TotalAmt
Program Services$10,049ProgramServicesAmt
Management And General$52,973ManagementAndGeneralAmt
Fundraising$3,459FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$648,999TotalAmt
Program Services$280,189ProgramServicesAmt
Management And General$305,928ManagementAndGeneralAmt
Fundraising$62,882FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$87,581TotalAmt
Program Services$42,679ProgramServicesAmt
Management And General$44,902ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$513,257TotalAmt
Program Services$438,053ProgramServicesAmt
Management And General$75,204ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$33,404TotalAmt
Program Services$7,331ProgramServicesAmt
Management And General$21,436ManagementAndGeneralAmt
Fundraising$4,637FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,268TotalAmt
Management And General$18,268ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$64,233TotalAmt
Program Services$64,233ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,514,822TotalAmt
Program Services$2,137,599ProgramServicesAmt
Management And General$377,223ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$210,402TotalAmt
Program Services$178,842ProgramServicesAmt
Management And General$31,560ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STUDENT SERVICES AND AC$381,643$381,643
MISCELLANEOUS$215,579$110,767$103,265$1,547
PROFESSIONAL DEVELOPMEN$197,238$11,312$178,140$7,786
ACADEMICS$193,498$193,498

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,179,174TotalAmt
Program Services$592,121ProgramServicesAmt
Management And General$523,611ManagementAndGeneralAmt
Fundraising$63,442FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,563,758TotalAmt
Program Services$25,923,562ProgramServicesAmt
Management And General$6,698,386ManagementAndGeneralAmt
Fundraising$941,810FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,535,021BOYAmt
EOY$792,832EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,486,458BOYAmt
EOY$1,294,564EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,869,628BOYAmt
EOY$1,078,955EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,450,134BOYAmt
EOY$22,576,894EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$10,260BOYAmt
EOY$67,644EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$75,719BOYAmt
EOY$75,922EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$525,276BOYAmt
EOY$543,751EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$70,949,477LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,896,553LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$42,580,088BOYAmt
EOY$45,052,924EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,143,722BOYAmt
EOY$41,078,764EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,228,990BOYAmt
EOY$3,120,107EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$93,905,296BOYAmt
EOY$115,682,357EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,601,969BOYAmt
EOY$1,955,515EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,728,152BOYAmt
EOY$24,044,340EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,508,505BOYAmt
EOY$1,102,009EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$43,494BOYAmt
EOY$38,983EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$374,244BOYAmt
EOY$429,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,256,364BOYAmt
EOY$27,570,347EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$52,379,412BOYAmt
EOY$54,238,134EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,228,069BOYAmt
EOY$13,637,561EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,041,451BOYAmt
EOY$20,236,315EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,648,932BOYAmt
EOY$88,112,010EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$93,905,296BOYAmt
EOY$115,682,357EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$861,861ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$601,217NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,393,498CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,865,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,294,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,292,578CurrentTaxYearMinus1YearAmt
Current Tax Year$1,707,401CurrentTaxYearAmt
Total$11,554,098TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,393,498CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,865,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,294,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,292,578CurrentTaxYearMinus1YearAmt
Current Tax Year$1,707,401CurrentTaxYearAmt
Total$11,554,098TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,135,393SubstantialContributorsTotAmt
Public Support Total170$6,418,705PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$638,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$683,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$647,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$929,691CurrentTaxYearMinus1YearAmt
Current Tax Year$1,160,415CurrentTaxYearAmt
Total$4,059,851TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$250,520CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,490CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,100CurrentTaxYearMinus1YearAmt
Current Tax Year$146,389CurrentTaxYearAmt
Total$616,899TotalAmt
FieldValueIRS element (for citing)
Total Support$16,230,848TotalSupportAmt
Gross Receipts Rltd Activities$148,048,161GrossReceiptsRltdActivitiesAmt
Public Support CY1700.39550PublicSupportCY170Pct
Public Support PY1700.65500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLENEOUS REVENUE - 2014 AMOUNT: $ 250,520. 2015 AMOUNT: $ 135,400. 2016 AMOUNT: $ 60,490. 2017 AMOUNT: $ 24,100. 2018 AMOUNT: $ 146,389.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,124,767BeginningYearBalanceAmt
Contributions$125,564ContributionsAmt
Investment Earnings Or Losses$2,039,520InvestmentEarningsOrLossesAmt
Grants Or Scholarships$956,418GrantsOrScholarshipsAmt
Other Expenditures$504,233OtherExpendituresAmt
End Year Balance$42,829,200EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,879,331BeginningYearBalanceAmt
Contributions$2,974,292ContributionsAmt
Investment Earnings Or Losses$3,582,535InvestmentEarningsOrLossesAmt
Grants Or Scholarships$894,642GrantsOrScholarshipsAmt
Other Expenditures$416,749OtherExpendituresAmt
End Year Balance$42,124,767EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,451,343BeginningYearBalanceAmt
Contributions$1,793,811ContributionsAmt
Investment Earnings Or Losses$4,840,792InvestmentEarningsOrLossesAmt
Other Expenditures$1,206,615OtherExpendituresAmt
End Year Balance$36,879,331EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,672,217BeginningYearBalanceAmt
Contributions$1,245,860ContributionsAmt
Investment Earnings Or Losses-$321,046InvestmentEarningsOrLossesAmt
Other Expenditures$1,145,688OtherExpendituresAmt
End Year Balance$31,451,343EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,763,152BeginningYearBalanceAmt
Contributions$505,390ContributionsAmt
Investment Earnings Or Losses$1,428,520InvestmentEarningsOrLossesAmt
Other Expenditures$1,024,845OtherExpendituresAmt
End Year Balance$31,672,217EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.23990BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.47250PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28760TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$496,702OtherCostOrOtherBasisAmt
Book Value$496,702BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$62,880,418OtherCostOrOtherBasisAmt
Depreciation$21,050,287DepreciationAmt
Book Value$41,830,131BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,393,501OtherCostOrOtherBasisAmt
Depreciation$3,150,462DepreciationAmt
Book Value$243,039BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,178,856OtherCostOrOtherBasisAmt
Depreciation$1,695,804DepreciationAmt
Book Value$2,483,052BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,052,924TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescENROLLMENT DEPOSITSDesc
Amt$429,500Amt
FieldValueIRS element (for citing)
Total Liability$429,500TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$30,986,785TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$601,217NetUnrealizedGainsInvstAmt
Other Revenue-$4,142,373OtherRevenueAmt
Revenue Not Reported-$3,541,156RevenueNotReportedAmt
Revenue Subtotal$34,527,941RevenueSubtotalAmt
Investment Expenses Not Incld$43,898InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$146,220OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$102,322RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$34,425,619TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$29,523,707TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$146,220OtherExpensesIncludedAmt
Expenses Not Reported$146,220ExpensesNotReportedAmt
Expenses Subtotal$29,377,487ExpensesSubtotalAmt
Investment Expenses Not Incld2$43,898InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$4,142,373OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,186,271ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$33,563,758TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:STUDENT RAISED FUNDS ARE HELD BY THE SCHOOL.
PART V, LINE 4:ENDOWMENT FUNDS INTENDED PURPOSES ARE: GENERAL OPERATIONS, LIBRARY, FACULTY SALARY, MISCELLANEOUS SUPPORT OF SCHOOL ACTIVITIES, PROFESSIONAL DEVELOPMENT, BREAKTHOUGH PROVIDENCE, AND FINANCIAL AND MINORITY AID.
PART X, LINE 2:THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2019 OR 2018. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2016 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FINANCIAL AID -4,142,373.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF SALES - BOOKSTORE -51,174. FUNDRAISING EXPENSES -95,046.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES - BOOKSTORE 51,174. FUNDRAISING EXPENSES 95,046.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 4,142,373.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE POLICY IS DESCRIBED ON THE SCHOOL'S WEBSITE, IN THE PARENT DIRECTORY, ON EVERY APPLICATION FOR ADMISSIONS, IN EVERY ISSUE OF THE SCHOOL'S COMMUNITY MAGAZINE, ON THE OPEN HOUSE FLYERS, AND IN THE BOSTON GLOBE WITH OTHER ASSOCIATION OF INDEPENDENT SCHOOL'S IN NEW ENGLAND (AISNE) MEMBER SCHOOLS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WHEELER'S NIGHT OUTEvent1Nm
Gross Receipts Event1$172,920GrossReceiptsEvent1Amt
Charitable Contri Event1$152,370CharitableContriEvent1Amt
Gross Revenue Event1$20,550GrossRevenueEvent1Amt
Rent Facility Costs Event1$9,266RentFacilityCostsEvent1Amt
Food And Beverage Event1$52,331FoodAndBeverageEvent1Amt
Entertainment Event1$800EntertainmentEvent1Amt
Other Direct Expenses Event1$32,649OtherDirectExpensesEvent1Amt
Gross Receipts Total$172,920GrossReceiptsTotalAmt
Charitable Contributions Tot$152,370CharitableContributionsTotAmt
Gross Revenue Total Events$20,550GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$9,266RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$52,331FoodAndBeverageTotalEventsAmt
Entertainment Total Events$800EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$32,649OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$95,046DirectExpenseSummaryEventsAmt
Net Income Summary-$74,496NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
FINANCIAL AID196$4,090,734FAIR MARKET VALUEFINANCIAL AID GRANTED TO STUDENTS WHO HAVE DEMONSTRATED NEED VIA THE COMPLETION OF A FINANCIAL AID APPLICATION AND SUBMISSION OF SUPPORTING DOCUMENTS.
EDUCATIONAL FEES AND BOOKS86$51,639FAIR MARKET VALUEFINANCIAL SUPPORT TOWARDS FEES AND BOOK COSTS GRANTED TO THOSE STUDENTS WHO HAVE DEMONSTRATED NEED OF AT LEAST 60%

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE TUITION, BOOKS, EDUCATIONAL FEES AND RECREATION ARE ALL USED DIRECTLY AT THE SCHOOL. THE ACCOUNTING SYSTEM MAINTAINS THE FINANCIAL RECORDS BY STUDENT TO ENSURE THE GRANTS ARE USED BY THE APPROPRIATE STUDENT. THE TUITION, ETC. IS NONREFUNDABLE. THEREFORE, ANY UNUSED GRANT WOULD REMAIN WITHIN THE SCHOOL.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption Proc0RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALLISON GAINES PELL
HEAD OF SCHOOL$417,291$0$0$0$0$0$19,250$0$24,916$0$461,457$0$0$0
KATHLEEN WILSON
ASST TREASURER/DIRECTOR OF FINANCE$172,445$0$0$0$0$0$12,166$0$20,115$0$204,726$0$0$0
GARY ESPOSITO
DIRECTOR OF OPERATIONS$234,897$0$0$0$0$0$16,597$0$20,955$0$272,449$0$0$0
JUDITH POIRIER
ASSISTANT HEAD OF SCHOOL$156,552$0$0$0$0$0$11,025$0$9,102$0$176,679$0$0$0
MARK HARRIS
DIRECTOR OF AERIE PROGRAM$134,541$0$0$0$0$0$10,102$0$25,735$0$170,378$0$0$0
NEELTJE HENNEMAN
HEAD OF UPPER SCHOOL$143,815$0$0$0$0$0$10,102$0$8,658$0$162,575$0$0$0
DANN HAHN
HEAD OF LOWER SCHOOL$132,245$0$0$0$0$0$10,102$0$21,451$0$163,798$0$0$0
DAN MILLER
FORMER HEAD OF SCHOOL$0$0$0$0$130,185$0$0$0$0$0$130,185$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHEAD OF SCHOOL ALLISON GAINES PELL, AS A CONDITION OF EMPLOYMENT IN ORDER TO PROPERLY DISCHARGE HER RESPONSIBILITIES, AND FOR THE CONVENIENCE OF THE SCHOOL, IS REQUIRED TO MAINTAIN HER RESIDENCE IN A LOCAL HOME WHICH IS CONTIGUOUS TO CAMPUS AND IS OWNED BY THE SCHOOL.
PART I, LINE 4ADAN MILLER FORMER HEAD OF SCHOOL RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $130,185. THIS AMOUNT WAS INCLUDED IN HIS 2018 W2.
PART I, LINE 8EFFECTIVE JULY 1, 2017, ALLISON GAINES PELL ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE SCHOOL TO SERVE AS ITS HEAD OF SCHOOL.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
RI HEALTH AND EDUCATIONAL BUILDING CORP SERIES 2013B
A5213001732013-09-18$4,000,000CONSTRUCTION OF COMMUNITY AND PERFORMING ARTS CENTER000
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B0434318142013-08-01$3,271,200000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYr
A$3,668,219$4,000,000$4,000,00000Yes (1)Yes (1)
B$2,542,706$3,271,2000Yes (1)Yes (1)Yes (1)$3,271,2002013

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000000Yes (1)
B000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00000000Yes (1)
B00000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$16,700CashGrantAmt
Type Of AssistanceFINANCIAL AIDTypeOfAssistanceTxt
Assistance PurposeFINANCIAL AIDAssistancePurposeTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990 SCHEDULE L PART IIIFormAndLineReferenceDesc
ExplanationTHE AMOUNTS ON PART III ARE NOT INCLUDED ON PART VII OF THE FORM 990.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$30,346NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAUCTION ITEMSDesc
Contribution14ContributionCnt
Noncash Contributions Rpt F990$35,225NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS.
PART I, LINE 32B:THE SCHOOL MAINTAINS AN ACCOUNT WITH A FINANCIAL INSTITUTION WHICH IS USED TO LIQUIDATE CONTRIBUTED SECURITIES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 WITH CONTRIBUTOR NAMES AND ADDRESSES OMITTED ON SCHEDULE B, IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. ADDITIONALLY, THE FORM IS PRESENTED BY OUR AUDITORS TO THE EXECUTIVE/FINANCE COMMITTEE OF THE BOARD OF TRUSTEES WHO SUBSEQUENTLY APPROVES THE FORM 990 AND COMMUNICATES TO THE ENTIRE BOARD OF TRUSTEES THAT THEY APPROVED THE FORM 990 FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE SCHOOL'S CONFLICT OF INTEREST POLICY ALONG WITH ALL BOARD POLICIES ARE DISTRIBUTED AND EXPLAINED TO ALL NEW BOARD MEMBERS AT THE ANNUAL BOARD OF TRUSTEES ORIENTATION. THE DOCUMENTATION INCLUDES A DETAIL EXPLANATION OF THE POLICY AND ACTIONS TO BE TAKEN IF A CONFLICT SHOULD ARISE.
FORM 990, PART VI, SECTION B, LINE 15DURING THE FISCAL YEAR 2016/2017 THE SCHOOL CONDUCTED A NATIONAL SEARCH FOR THE NEXT HEAD OF SCHOOL. A SEARCH COMMITTEE, INCLUDING SEVERAL BOARD MEMBERS, WAS ORGANIZED AND A RECRUITING FIRM SPECIALIZING IN CONDUCTING SEARCHES FOR SCHOOL HEADS WAS HIRED. THE SEARCH PROCESS CONDUCTED BY THE RECRUITING FIRM INCLUDED A COMPILATION OF COMPARABLE COMPENSATION DATA FOR THE HEAD OF SCHOOL POSITION. A FORMAL COMPENSATION PACKAGE WAS PREPARED AND OFFERED TO THE TOP CANDIDATE WHO ACCEPTED THE OFFER. THE NEW HEAD OF SCHOOL ACCEPTED A 3 YEAR AGREEMENT. THE HEAD OF SCHOOL IS AUTHORIZED BY THE BOARD OF TRUSTEES TO SET COMPENSATION LEVELS FOR ALL OTHER EMPLOYEES. THE SALARY "POOL" FOR EMPLOYEE COMPENSATION IS APPROVED BY THE BOARD ANNUALLY AS PART OF THE ANNUAL OPERATING BUDGET APPROVAL PROCESS. THE ACTUAL COMPENSATION LEVEL ASSIGNED TO EACH EMPLOYEE IS BASED ON BENCHMARK STATISTICS OBTAINED ANNUALLY FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND INDEX BENCHMARK DATA ON SIMILARLY SIZED SCHOOLS. THERE WAS A 4% INCREASE TO THE SALARY POOL IN THE 2018/2019 FISCAL YEAR.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.