DEXTER SOUTHFIELD INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DEXTER SOUTHFIELD INC (EIN 04-2104152)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-20
- IRS object ID
- 202520519349301317
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-20T15:48:34-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEXTER SOUTHFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEXT | BusinessNameControlTxt |
| Phone | 6175225544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NEWTON STREET | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024457498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER MELANSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6175225544 | PhoneNum |
| Signature | 2025-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2025-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD VINCENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NEWTON STREET | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024457498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $91,123,909 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | DEXTERSOUTHFIELD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | DEXTER SOUTHFIELD SCHOOL HELPS BOYS AND GIRLS DEVELOP THEIR INDIVIDUALTALENTS AND BUILD AN ETHICAL FOUNDATION FOR LIFE. STUDENTS LEARN TO LEAD WITH CONFIDENCE, SERVE WITH COMPASSION, AND LIVE BY THE MOTTO"OUR BEST TODAY, BETTER TOMORROW" | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 442 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | -$105,910 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $44,312 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,112,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,656,965 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,223,592 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,116,128 | CYProgramServiceRevenueAmt |
| PY Investment Income | $659,907 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,032,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$41,198 | PYOtherRevenueAmt |
| CY Other Revenue | -$23,986 | CYOtherRevenueAmt |
| PY Total Revenue | $67,954,751 | PYTotalRevenueAmt |
| CY Total Revenue | $72,781,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,019,665 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,438,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,812,387 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,104,977 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,183,978 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,848,728 | PYOtherExpensesAmt |
| CY Other Expenses | $20,486,056 | CYOtherExpensesAmt |
| PY Total Expenses | $56,680,780 | PYTotalExpensesAmt |
| CY Total Expenses | $61,029,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,273,971 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,751,957 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,274,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,795,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,822,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,573,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,451,336 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,221,465 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEXTER SOUTHFIELD SCHOOL HELPS BOYS AND GIRLS DEVELOP THEIR INDIVIDUALTALENTS AND BUILD AN ETHICAL FOUNDATION FOR LIFE. STUDENTS LEARN TO LEAD WITH CONFIDENCE, SERVE WITH COMPASSION, AND LIVE BY THE MOTTO, "OUR BEST TODAY, BETTER TOMORROW." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,417,678 | ExpenseAmt |
| Revenue | $58,795,099 | RevenueAmt |
| Desc | THE SCHOOL PROVIDES ELEMENTARY AND SECONDARY COLLEGE PREPARATORY EDUCATION TO BOYS AND GIRLS IN GRADES PRE-KINDERGARTEN THROUGH 12. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,438,775 | ExpenseAmt |
| Grant | $8,438,775 | GrantAmt |
| Desc | THE SCHOOL PROVIDES STUDENTS AID IN THE FORM OF GRANTS FOR QUALIFYING STUDENTS WHO WOULD OTHERWISE BE UNABLE TO ATTEND THE SCHOOL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,570,495 | ExpenseAmt |
| Revenue | $2,321,029 | RevenueAmt |
| Desc | THE SCHOOL PROVIDES SERVICES TO THE COMMUNITY THROUGH ITS SUMMER DAY CAMPS AND OTHER EDUCATIONAL OUTREACH PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $52,426,948 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 442 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER MELANSON | PersonNm |
| Phone | 6177513624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NEWTON ST | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| TODD VINCENT | |||||||||
| HEAD OF SCHOOL | 60.00 | Yes (X) | $589,867 | $0 | $56,329 | ||||
| STEPHANIE GOVERNALI | |||||||||
| DIRECTOR OF EXTERNAL RELATIONS | 50.00 | $247,204 | $0 | $165,059 | Yes (X) | ||||
| DANIEL DONATO | |||||||||
| SR. ASSOCIATE DIR. OF ADMISSIONS | 50.00 | $266,939 | $0 | $102,958 | Yes (X) | ||||
| ALEXANDER MELANSON | |||||||||
| CFO | 50.00 | Yes (X) | $191,831 | $0 | $176,228 | ||||
| CASEY BOBO | |||||||||
| ASSISTANT HEAD OF SCHOOL | 60.00 | $231,651 | $0 | $11,928 | Yes (X) | ||||
| CARMEN ALIBER | |||||||||
| DIRECTOR OF HUMAN RESOURCE | 50.00 | $197,546 | $0 | $27,852 | Yes (X) | ||||
| SCOTT DUDDY | |||||||||
| DIR. OF ADMISSIONS AND ENROLLMENT | 50.00 | $177,196 | $0 | $39,417 | Yes (X) | ||||
| BRIAN MCCOLGAN | |||||||||
| DIRECTOR OF ATHLETIC OPERATIONS | 50.00 | $162,395 | $0 | $39,993 | Yes (X) | ||||
| JOHN BOOTH | |||||||||
| HEAD OF UPPER SCHOOL | 50.00 | $191,266 | $0 | $10,370 | Yes (X) | ||||
| JEFFREY DUBOIS | |||||||||
| FORMER CFO THRU JANUARY 2023 | 60.00 | $142,340 | $0 | $7,800 | Yes (X) | ||||
| DANIEL STEWART TUCKER | |||||||||
| FORMER ASST. HOS THRU 06/2023 | 50.00 | $109,900 | $0 | $24,537 | Yes (X) | ||||
| IAN O' KEEFFE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| GLORIA YANG | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SEAN KEOHANE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT MCALEER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL FORRESTER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| TERENCE CONNELL | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD ALLEN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DENIS CLEARY | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JASON IMPERATO MD | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JONATHAN ASHE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| WALTER DONOVAN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAN RIOUX | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SUSANNAH THAYER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRANT BINDER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| FEI WANG | |||||||||
| TRUSTEE A/O 12/05/2023 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KARA MURPHY-PIERCE | |||||||||
| TRUSTEE A/O 12/05/2023 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEFFREY MARKLEY | |||||||||
| TRUSTEE A/O 06/22/2023 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ARI HASEOTES | |||||||||
| TRUSTEE A/O 12/05/2023 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN SIMOURIAN | |||||||||
| TRUSTEE THRU 06/13/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| HASAN JAFRI | |||||||||
| TRUSTEE THRU 06/13/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID DORMON | |||||||||
| TRUSTEE THRU 06/13/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CATHERINE STANZLER | |||||||||
| TRUSTEE/CLERK | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SCOTT GIESELMAN | |||||||||
| TRUSTEE/PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JESSICA SCHMITZ | |||||||||
| TRUSTEE/VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| RYLAN M HAMILTON | |||||||||
| TRUSTEE/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,508,135 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $662,471 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| DELLBROOK CONSTRUCTION LLC | |||||
| 859 WILLARD STREET | QUINCY | MA | 02169 | CONSTRUCTION | $12,226,873 |
| SAGE DINING SERVICES INC | |||||
| 1402 YORK ROAD | LUTHERVILLE | MD | 21093 | DINING SERVICES | $2,340,690 |
| RAD SPORTS | |||||
| 171 VFW DRIVE | ROCKLAND | MA | 02370 | CONSTRUCTION | $1,738,026 |
| LOCAL MOTION OF BOSTON INC | |||||
| 66B ROCSAM PARK ROAD | BRAINTREE | MA | 02184 | TRANSPORTATION | $1,633,563 |
| ARCARCHITECTURAL RESOURCES CAMBRIDGE I | |||||
| 501 BOYLSTON STREET | BOSTON | MA | 02116 | ARCHITECTURAL | $861,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,656,965 | AllOtherContributionsAmt |
| Noncash Contributions | $391,825 | NoncashContributionsAmt |
| Total Contributions | $9,656,965 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $58,294,070 | $58,294,070 |
| SUMMER PROGRAM | 611110 | $2,321,029 | $2,321,029 |
| OTHER REVENUE | 611110 | $501,029 | $501,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,116,128 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,744,216 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,035 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,743,181 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $287,428 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $335,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$47,572 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$47,572 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$172,775 | UnrelatedBusinessRevenueAmt |
| Exclusion | $125,203 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,273,469 | SecuritiesAmt |
| Other | $6,445 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,991,472 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $281,997 | SecuritiesAmt |
| Other | $6,445 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,442 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $65,830 | UnrelatedBusinessRevenueAmt |
| Exclusion | $222,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $39,258 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $15,672 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,586 | TotalRevenueColumnAmt |
| Exclusion | $23,586 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,781,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,116,128 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$105,910 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,114,582 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,438,775 | TotalAmt |
| Program Services | $8,438,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,452 | TotalAmt |
| Program Services | $246,232 | ProgramServicesAmt |
| Management And General | $1,016,627 | ManagementAndGeneralAmt |
| Fundraising | $428,593 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,290 | TotalAmt |
| Program Services | $102,290 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,018,226 | TotalAmt |
| Program Services | $17,647,260 | ProgramServicesAmt |
| Management And General | $2,130,777 | ManagementAndGeneralAmt |
| Fundraising | $1,240,189 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,067 | TotalAmt |
| Program Services | $1,041,019 | ProgramServicesAmt |
| Management And General | $120,788 | ManagementAndGeneralAmt |
| Fundraising | $62,260 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,407,785 | TotalAmt |
| Program Services | $6,108,212 | ProgramServicesAmt |
| Management And General | $226,634 | ManagementAndGeneralAmt |
| Fundraising | $72,939 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,661,157 | TotalAmt |
| Program Services | $1,372,986 | ProgramServicesAmt |
| Management And General | $178,055 | ManagementAndGeneralAmt |
| Fundraising | $110,116 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,589 | TotalAmt |
| Management And General | $71,589 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,834 | TotalAmt |
| Management And General | $110,834 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,963 | TotalAmt |
| Management And General | $146,963 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,313 | TotalAmt |
| Management And General | $63,313 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,302 | TotalAmt |
| Program Services | $39,616 | ProgramServicesAmt |
| Management And General | $6,388 | ManagementAndGeneralAmt |
| Fundraising | $3,298 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,297,893 | TotalAmt |
| Program Services | $1,771,107 | ProgramServicesAmt |
| Management And General | $81,768 | ManagementAndGeneralAmt |
| Fundraising | $445,018 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,362 | TotalAmt |
| Program Services | $98,323 | ProgramServicesAmt |
| Management And General | $15,855 | ManagementAndGeneralAmt |
| Fundraising | $8,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,322,697 | TotalAmt |
| Program Services | $3,098,621 | ProgramServicesAmt |
| Management And General | $156,694 | ManagementAndGeneralAmt |
| Fundraising | $67,382 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,202 | TotalAmt |
| Program Services | $4,417 | ProgramServicesAmt |
| Management And General | $43,805 | ManagementAndGeneralAmt |
| Fundraising | $412,980 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,645,003 | TotalAmt |
| Program Services | $1,538,453 | ProgramServicesAmt |
| Management And General | $74,509 | ManagementAndGeneralAmt |
| Fundraising | $32,041 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,865,143 | TotalAmt |
| Program Services | $3,608,714 | ProgramServicesAmt |
| Management And General | $179,318 | ManagementAndGeneralAmt |
| Fundraising | $77,111 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,904 | TotalAmt |
| Program Services | $406,734 | ProgramServicesAmt |
| Management And General | $19,699 | ManagementAndGeneralAmt |
| Fundraising | $8,471 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $2,352,330 | $2,199,965 | $106,547 | $45,818 |
| TRANSPORTATION | $1,614,101 | $1,614,101 | ||
| CONTRACTED SERVICES | $1,482,094 | $1,190,921 | $192,043 | $99,130 |
| ATHLETICS | $1,052,850 | $1,052,850 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,476 | TotalAmt |
| Program Services | $846,352 | ProgramServicesAmt |
| Management And General | $476,676 | ManagementAndGeneralAmt |
| Fundraising | $70,448 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,029,808 | TotalAmt |
| Program Services | $52,426,948 | ProgramServicesAmt |
| Management And General | $5,418,882 | ManagementAndGeneralAmt |
| Fundraising | $3,183,978 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,110,116 | BOYAmt |
| EOY | $2,947,474 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,964,040 | BOYAmt |
| EOY | $6,760,996 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,556 | BOYAmt |
| EOY | $201,097 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,097 | BOYAmt |
| EOY | $137,210 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,367 | BOYAmt |
| EOY | $798,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $143,028,084 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,395,400 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,305,830 | BOYAmt |
| EOY | $86,632,684 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,811,975 | BOYAmt |
| EOY | $58,083,145 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,958,889 | BOYAmt |
| EOY | $13,184,936 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,334 | BOYAmt |
| EOY | $48,773 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,274,204 | BOYAmt |
| EOY | $168,795,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,052,790 | BOYAmt |
| EOY | $1,572,444 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,109,978 | BOYAmt |
| EOY | $16,028,016 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,409,828 | BOYAmt |
| EOY | $40,612,190 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $82,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,272 | BOYAmt |
| EOY | $279,149 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,822,868 | BOYAmt |
| EOY | $58,573,799 | 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 | $81,569,079 | BOYAmt |
| EOY | $97,448,977 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,882,257 | BOYAmt |
| EOY | $12,772,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,451,336 | BOYAmt |
| EOY | $110,221,465 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,274,204 | BOYAmt |
| EOY | $168,795,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,751,957 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,521,133 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $2,737,721 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$240,682 | 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 | $3,941,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,649,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,986,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,850,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,656,965 | CurrentTaxYearAmt |
| Total | $35,085,213 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,941,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,649,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,986,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,850,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,656,965 | CurrentTaxYearAmt |
| Total | $35,085,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,997,700 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,087,513 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $763,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $604,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $693,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,166,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,868,384 | CurrentTaxYearAmt |
| Total | $5,097,290 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,182,503 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $268,121,998 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $30,115 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,289,648 | BeginningYearBalanceAmt |
| Contributions | $1,730,978 | ContributionsAmt |
| Investment Earnings Or Losses | $7,504,877 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $53,870 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,557,330 | OtherExpendituresAmt |
| End Year Balance | $59,914,303 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,918,325 | BeginningYearBalanceAmt |
| Contributions | $1,648,056 | ContributionsAmt |
| Investment Earnings Or Losses | $5,240,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,701 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,468,379 | OtherExpendituresAmt |
| End Year Balance | $52,289,648 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,927,033 | BeginningYearBalanceAmt |
| Contributions | $1,608,618 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,166,006 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,667 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,399,653 | OtherExpendituresAmt |
| End Year Balance | $46,918,325 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,622,157 | BeginningYearBalanceAmt |
| Contributions | $1,416,753 | ContributionsAmt |
| Investment Earnings Or Losses | $12,223,005 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,865 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,296,017 | OtherExpendituresAmt |
| End Year Balance | $51,927,033 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,414,229 | BeginningYearBalanceAmt |
| Contributions | $1,346,420 | ContributionsAmt |
| Investment Earnings Or Losses | $129,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,147 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,229,638 | OtherExpendituresAmt |
| End Year Balance | $39,622,157 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90089 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09911 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $358,747 | OtherCostOrOtherBasisAmt |
| Book Value | $358,747 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,132,470 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,035,483 | DepreciationAmt |
| Book Value | $73,096,987 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,527,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,968,400 | DepreciationAmt |
| Book Value | $7,559,192 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,916,079 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,391,517 | DepreciationAmt |
| Book Value | $4,524,562 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,093,196 | OtherCostOrOtherBasisAmt |
| Book Value | $1,093,196 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $86,632,684 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $13,184,936 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,184,936 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAYABLE | $274,825 |
| CHARITABLE GIFT ANNUITY PAYABLE | $4,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $279,149 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,916,459 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,521,133 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $350,672 | OtherRevenueAmt |
| Revenue Not Reported | $6,871,805 | RevenueNotReportedAmt |
| Revenue Subtotal | $60,044,654 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $146,963 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,590,148 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,737,111 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $72,781,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,884,051 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $350,672 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $350,672 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,533,379 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $146,963 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,349,466 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,496,429 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $61,029,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SCHOOL HOLDS TWO PORTRAITS FOR DISPLAY AT THE SCHOOL. BEYOND THIS ARTWORK DISPLAYED IN THE HALLWAYS, THE SCHOOL GALLERY PROVIDES DEDICATED SPACE TO ELEVATE STUDENT ARTWORK. |
| PART V, LINE 4: | DEXTER SOUTHFIELD DRAWS UP TO 3.5% ANNUALLY FROM THE ENDOWMENT TO SUPPORT OPERATIONS. |
| PART X, LINE 2: | THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM STATE INCOME TAXES UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS. UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE SCHOOL EVALUATES TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN ITS TAX RETURNS TO DETERMINE WHETHER TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE FEDERAL OR STATE AUTHORITY. THE SCHOOL HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN THE CURRENT YEAR RETURN AND BELIEVE THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE AUTHORITIES. IN ADDITION, THE SCHOOL QUALIFIES FOR THE CHARITABLE DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 15,672. RENTAL EXPENSES 335,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND TUITION REMISSION 12,009,270. LOSS ON PLEDGE RECEIVABLE 240,682. OTHER NON-OPERATING EXPENSES 340,196. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 15,672. RENTAL EXPENSES 335,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND TUITION REMISSION 12,009,270. OTHER NON-OPERATING EXPENSES 340,196. |
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 | IN THE CURRENT FISCAL YEAR THE RACIALLY NON-DISCRIMINATORY POLICY WAS PUBLISHED ON THE SCHOOL'S HOMEPAGE OF ITS WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,011,701 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,011,701 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,011,701 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ACCOUNTING METHOD USED IS THE ACCRUAL BASIS CONSISTENT WITH FINANCIAL STATEMENT REPORTING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID TO STUDENTS | GrantTypeTxt |
| Recipient | 193 | RecipientCnt |
| Cash Grant | $8,438,775 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS DETERMINED BASED ON THE STUDENTS' NEED. DEXTER SOUTHFIELD USES THE SERVICES OF CLARITY. THE PARENTS FILL OUT THEIR FINANCIAL STATEMENT AND SUBMIT IT TO CLARITY WHO THEN TURNS OVER THE INFORMATION TO THE SCHOOL. FINANCIAL AID IS AWARDED IN A NONDISCRIMINATORY AND OBJECTIVE MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD VINCENT | ||||||||||||||
| HEAD OF SCHOOL | $459,015 | $0 | $100,000 | $0 | $30,852 | $0 | $33,000 | $0 | $23,329 | $0 | $646,196 | $0 | $0 | $0 |
| STEPHANIE GOVERNALI | ||||||||||||||
| DIRECTOR OF EXTERNAL RELATIONS | $247,204 | $0 | $0 | $0 | $0 | $0 | $25,770 | $0 | $139,289 | $0 | $412,263 | $0 | $0 | $0 |
| DANIEL DONATO | ||||||||||||||
| SR. ASSOCIATE DIR. OF ADMISSIONS | $207,539 | $0 | $0 | $0 | $59,400 | $0 | $19,839 | $0 | $83,119 | $0 | $369,897 | $0 | $0 | $0 |
| ALEXANDER MELANSON | ||||||||||||||
| CFO | $161,831 | $0 | $30,000 | $0 | $0 | $0 | $15,409 | $0 | $160,819 | $0 | $368,059 | $0 | $0 | $0 |
| CASEY BOBO | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $216,651 | $0 | $15,000 | $0 | $0 | $0 | $11,928 | $0 | $0 | $0 | $243,579 | $0 | $0 | $0 |
| CARMEN ALIBER | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCE | $197,546 | $0 | $0 | $0 | $0 | $0 | $17,385 | $0 | $10,467 | $0 | $225,398 | $0 | $0 | $0 |
| SCOTT DUDDY | ||||||||||||||
| DIR. OF ADMISSIONS AND ENROLLMENT | $162,196 | $0 | $15,000 | $0 | $0 | $0 | $16,088 | $0 | $23,329 | $0 | $216,613 | $0 | $0 | $0 |
| BRIAN MCCOLGAN | ||||||||||||||
| DIRECTOR OF ATHLETIC OPERATIONS | $162,395 | $0 | $0 | $0 | $0 | $0 | $16,664 | $0 | $23,329 | $0 | $202,388 | $0 | $0 | $0 |
| JOHN BOOTH | ||||||||||||||
| HEAD OF UPPER SCHOOL | $191,266 | $0 | $0 | $0 | $0 | $0 | $10,370 | $0 | $0 | $0 | $201,636 | $0 | $0 | $0 |
| JEFFREY DUBOIS | ||||||||||||||
| FORMER CFO THRU JANUARY 2023 | $12,285 | $0 | $0 | $0 | $130,055 | $0 | $1,445 | $0 | $6,355 | $0 | $150,140 | $0 | $0 | $0 |
| DANIEL STEWART TUCKER | ||||||||||||||
| FORMER ASST. HOS THRU 06/2023 | $109,900 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,537 | $0 | $134,437 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL, TODD VINCENT, AND THE ASSOCIATE DIRECTOR OF ADMISSIONS, DANIEL DONATO LIVE IN CAMPUS HOUSING PROVIDED BY THE SCHOOL. THE FAIR MARKET VALUE OF THE HOUSING IS INCLUDED IN THEIR FORM W-2 INCOME. |
| PART I, LINE 4A | JEFFREY DUBOIS, FORMER CHIEF FINANCIAL OFFICER RECEIVED A SEVERANCE PAYMENT OF $130,055 IN CALENDAR YEAR 2023. |
| PART I, LINE 7 | CERTAIN HIGHLY COMPENSATED EMPLOYEES WERE GIVEN A BONUS. THE BONUS TOTALS WERE DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. NO BONUSES WERE BASED UPON A REVENUE- OR NET REVENUE-BASED FORMULA BUT WERE A RESULT OF THE REVIEWS FROM THE SCHOOL'S PERFORMANCE MANAGEMENT SYSTEM. |
| SCHEDULE J, PART II, COLUMN D | STEPHANIE GOVERNALI'S NONTAXABLE BENEFITS INCLUDE TUITION REMISSION OF $115,960. DANIEL DONATO'S NONTAXABLE BENEFITS INCLUDE TUITION REMISSION OF $59,790. ALEXANDER MELANSON'S NONTAXABLE BENEFITS INCLUDE TUITION REMISSION OF $137,490. |
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 | 2015-09-14 | $32,262,736 | TO RETIRE A PORTION OF 2007 BONDS AND FUND THE REFUNDING TRUST AGREEMENT | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2022-07-29 | $10,000,000 | FUNDS TO EXPAND FIELD RENOVATION,CLASSROOM AND DINING HALL ADDITIONS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $32,262,736 | $510,416 | $31,752,320 | 2007 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $10,000,000 | $184,790 | $9,815,210 | 2023 | 0 | 0 | Yes (1) | Yes (1) |
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 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 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: 04/30/2023 ISSUER NAME: MASS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/29/2022 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN VINCENT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF HEAD OF SCHOOL | RelationshipDescriptionTxt |
| Transaction | $102,290 | TransactionAmt |
| Transaction | EMPLOYEE OF THE SCHOOL | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $391,825 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS FOR SECURITIES-PUBLICLY TRADED REPRESENTS THE INDIVIDUALS WHO DONATED STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO SEPARATE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE PRESIDENT, TREASURER, AND AUDIT COMMITTEE OF THE SCHOOL. THE FORM 990 IS THEN PROVIDED TO THE BOARD FOR REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL CONDUCTS PERIODIC REVIEWS TO DETERMINE WHETHER ANY CONFLICT OF INTEREST EXISTS. ADDITIONALLY, THE SCHOOL REQUIRES ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND PRINCIPAL ADMINISTRATORS OF THE SCHOOL TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE SCHOOL ALSO DISTRIBUTES THIS POLICY TO ANY THIRD PARTY WHO IS ENGAGED BY THE SCHOOL TO PROVIDE CONSULTING OR FINANCIAL AND OPERATING DECISIONS. IF THERE IS A POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE TO THE COMMITTEE ON TRUSTEES AND GOVERNANACE AND ANY OTHER BOARD COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. ONCE THE DISCLOSURE HAS BEEN MADE, THE INTERESTED PERSON MUST LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED ON. IF A CONFLICT OF INTEREST IS FOUND, THE GOVERNANCE COMMITTEE WILL DETERMINE WHETHER OR NOT THE TRANSACTION IS IN THE SCHOOL'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION FOR THE HEAD OF SCHOOL, OTHER OFFICERS AND KEY EMPLOYEES. THE COMMITTEE COMPARES DATA FROM COMPARABLE SURROUNDING INDEPENDENT SCHOOLS TO DETERMINE ADEQUATE COMPENSATION. DELIBERATION AND DECISION ARE DOCUMENTED AT THE COMMITTEE LEVEL. THE HEAD OF SCHOOL ANNUAL REVIEW IS CONDUCTED JOINTLY BY THE BOARD PRESIDENT AND THE CHAIR OF THE COMPENSATION COMMITTEE. THE PROCESS WAS LAST COMPLETED JUNE 21, 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON PLEDGE RECEIVABLE -240,682. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRTY GODDARD CIRCLE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WASHINGTON STREET | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 993534852 | EIN |
| Primary Activities | STRATEGIC LAND PURCHASE AND HEAD OF SCHOOL HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| End Of Year Assets | $4,351,638 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEXTER SOUTHFIELD INC | BusinessNameLine1Txt |