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PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201841359349303979
Schema version
2016v3.1
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)
Return2018-05-15T10:59:35-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103616EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERKINS SCHOOL FOR THE BLINDBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Lynn WoodInCareOfNm
Business Name ControlPERKBusinessNameControlTxt
Phone6179243434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN CZAJKOWSKIPersonNm
Person TitleCFAOPersonTitleTxt
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB K JOHNSONPreparerPersonNm
PTINP01763226PTIN
Phone6179881000PhoneNum
Preparation2018-05-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.102.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04502320181355000014FederalOriginalSubmissionId
Federal Original Submission Id2018-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9C37FB02EE77A6FF00EC66693955615721E3AD8AAtSubmissionCreationDeviceId
At Submission Filing Device Id7B5190DACD7950FB62E11B317DAE60956DD6A6E7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerW DAVID POWERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACONAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$133,869,651GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PERKINS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1829FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee904TotalEmployeeCnt
Total Volunteers1238TotalVolunteersCnt
Total Gross UBI-$4,492TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$77,863NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,531,106PYContributionsGrantsAmt
CY Contributions Grants$12,609,792CYContributionsGrantsAmt
PY Program Service Revenue$36,572,342PYProgramServiceRevenueAmt
CY Program Service Revenue$36,678,720CYProgramServiceRevenueAmt
PY Investment Income$9,288,471PYInvestmentIncomeAmt
CY Investment Income$8,335,116CYInvestmentIncomeAmt
PY Other Revenue$2,777,940PYOtherRevenueAmt
CY Other Revenue$2,699,302CYOtherRevenueAmt
PY Total Revenue$60,169,859PYTotalRevenueAmt
CY Total Revenue$60,322,930CYTotalRevenueAmt
PY Grants And Similar Paid$691,883PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$672,377CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$44,722,524PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,299,792CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$280,443PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$238,472CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,255,461CYTotalFundraisingExpenseAmt
PY Other Expenses$22,785,763PYOtherExpensesAmt
CY Other Expenses$23,746,508CYOtherExpensesAmt
PY Total Expenses$68,480,613PYTotalExpensesAmt
CY Total Expenses$69,957,149CYTotalExpensesAmt
PY Revenues Less Expenses-$8,310,754PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$9,634,219CYRevenuesLessExpensesAmt
Total Assets BOY$351,258,673TotalAssetsBOYAmt
Total Assets EOY$375,814,726TotalAssetsEOYAmt
Total Liabilities BOY$36,931,480TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,764,739TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$314,327,193NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$336,049,987NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$44,851,846ExpenseAmt
Grant$672,377GrantAmt
Revenue$33,964,296RevenueAmt
DescPERKINS SCHOOL FOR THE BLIND, THE FIRST SCHOOL IN THE UNITED STATES TO EDUCATE STUDENTS WITH VISUAL IMPAIRMENTS, HAS STOOD AS A THOUGHT LEADER FROM ITS EARLIEST DAYS. PERKINS PIONEERED THE EDUCATION OF CHILDREN WHO ARE DEAFBLIND, AND THE SCHOOL CONTINUES TO NURTURE AN INNOVATIVE TEACHING AND LEARNING ENVIRONMENT ON OUR HISTORIC WATERTOWN, MASSACHUSETTS CAMPUS AND IN PUBLIC SCHOOLS THROUGHOUT THE REGION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,322,196ExpenseAmt
Revenue$2,984,151RevenueAmt
DescPERKINS SOLUTIONS HELPS BUSINESSES, EDUCATORS AND CARE GIVERS DELIVER ACCESSIBLE SOLUTIONS TO INDIVIDUALS WHO ARE VISUALLY IMPAIRED. PERKINS SOLUTIONS DEVELOPS AND DISTRIBUTES ACCESSIBLE TECHNOLOGY IN 170 COUNTRIES, RANGING FROM CLASSIC MECHANICAL PERKINS BRAILLERS TO CUTTING-EDGE TOOLS. IN ADDITION TO TECHNOLOGY PRODUCTS, WE OFFER A FULL SPECTRUM OF SERVICES INCLUDING ASSESSMENTS TO HELP CUSTOMERS IDENTIFY THEIR TECHNOLOGY NEEDS, AND TRAINING TO ENSURE THE USERS' FULL BENEFIT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,799,831ExpenseAmt
Revenue$2,714,424RevenueAmt
DescPERKINS LIBRARY FIRST PROVIDED PATRONS WITH READING MATTER IN 1837, ADDING BRAILLE AND TALKING BOOKS IN 1931. SINCE THEN, THE AWARD-WINNING LIBRARY HAS PROVIDED FREE SERVICES TO MILLIONS OF PEOPLE WHO ARE UNABLE TO READ TRADITIONAL PRINT MATERIALS DUE TO A VISUAL OR PHYSICAL DISABILITY. READERS HAVE ACCESS TO DIGITAL AUDIO BOOKS AND ONLINE DOWNLOADS. THE LIBRARY CIRCULATES MORE THAN 530,000 ITEMS IN BRAILLE, AUDIO, ELECTRONIC AND LARGE PRINT FORMATS TO OVER 28,000 PATRONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,709,818ExpenseAmt
DescFCC PROGRAMDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,709,818TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$53,683,691TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document222IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee904EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryVIForeignCountryCd
Foreign CountryARForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLynn WoodPersonNm
Phone6179727219PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 North Beacon StreetAddressLine1Txt
CityWatertownCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CORINNE GROUSBECK
CHAIR OF THE BOARD5.00.5Yes (X)Yes (X)$0$0$0
GREG PAPPAS
VICE CHAIR OF THE BOARD5.00.0Yes (X)Yes (X)$0$0$0
KATHERINE C STEMBERG
CORP CHAIR/BOARD VICE CHAIR5.00.0Yes (X)Yes (X)$0$0$0
MICHAEL SCHNITMAN
SECRETARY OF THE BOARD5.00.0Yes (X)Yes (X)$0$0$0
PHILIP L LADD
VICE CHAIR OF THE BOARD5.00.0Yes (X)Yes (X)$0$0$0
RANDY KINARD
TREASURER OF THE BOARD5.00.0Yes (X)Yes (X)$0$0$0
WILLIAM A LOWELL
VICE CHAIRPERSON5.00.5Yes (X)Yes (X)$0$0$0
ELENA MATLACK
TRUSTEE5.00.0Yes (X)$0$0$0
FREDERIC M CLIFFORD
TRUSTEE5.00.5Yes (X)$0$0$0
HUNT LAMBERT
TRUSTEE5.00.0Yes (X)$0$0$0
KEVIN BRIGHT
TRUSTEE5.00.0Yes (X)$0$0$0
OSWALD MONDEJAR
TRUSTEE5.00.0Yes (X)$0$0$0
PAUL PERRAULT
TRUSTEE5.00.0Yes (X)$0$0$0
PAUL RAIA
TRUSTEE5.00.0Yes (X)$0$0$0
RACHEL KAPRIELIAN
TRUSTEE THRU AUG 20165.00.0Yes (X)$0$0$0
RAYMOND W HEPPER
TRUSTEE5.00.0Yes (X)$0$0$0
RICHARD F REILLY
TRUSTEE5.00.0Yes (X)$0$0$0
STEPHANIE C ANDREWS
TRUSTEE5.00.0Yes (X)$0$0$0
STEVEN A RINGER
TRUSTEE5.00.0Yes (X)$0$0$0
TOM HEHIR
TRUSTEE5.00.0Yes (X)$0$0$0
VAITHEHI MUTTULINGAM
TRUSTEE5.00.0Yes (X)$0$0$0
WILLIAM HUGHES
TRUSTEE5.00.0Yes (X)$0$0$0
CYNTHIA E STEAD
TRUSTEE AS OF AUG 20165.00.0Yes (X)$0$0$0
ROANN COSTIN
TRUSTEE AS OF NOV 20165.00.0Yes (X)$0$0$0
LISA CALISE
CFO50.00.0Yes (X)$225,571$0$21,217
PHILIP SHAPIRO
CFO50.00.0Yes (X)$0$0$0
W DAVID POWER
PRESIDENT AND CEO50.02.5Yes (X)$357,598$0$44,806
EDWARD H BOSSO
EXEC DIR & SUPERINTENDENT50.00.0$230,837$0$87,941Yes (X)
KATHLEEN SHEEHAN
SR. DIRECTOR ADVANCEMENT50.00.0$230,596$0$42,168Yes (X)
LUIZA R AGUIAR
EXEC DIRECT OF SOLUTIONS50.00.0$156,854$0$5,612Yes (X)
WILLIAM G OATES
VP OF PERKINS SOLUTIONS50.00.0$205,396$0$5,816Yes (X)
DAVID M DOHERTY
DIR OF INFORMATION SYSTEMS50.00.0$120,611$0$30,110Yes (X)
DAVID NERO
CHIEF INFORMATION OFFICER50.00.0$133,159$0$29,933Yes (X)
KATE M MARAGOLESE
CHIEF MARKETING OFFICER50.00.0$203,211$0$4,283Yes (X)
KATHRYN TODD
DIRECTOR INDIVIDUAL GIVING50.00.0$141,319$0$18,691Yes (X)
MICHAEL DELANEY
EXEC DIRECTOR OF INTERNATIONAL50.00.0$169,955$0$65,973Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,175,107TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$356,550TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K21IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SHAWMUT DESIGN AND CONSTRUCTION
560 HARRISON BLVDBOSTONMA02118CONTRACTOR$3,487,409
CENTRO INC
DPT CH 10762PALATINEIL60055ADVERTISING$510,281
MILLER DYER SPEARS INC
99 CHAUNCY STREETBOSTONMA02111CONSULTING$414,261
THOMAS GALLAGHER INC
109 SMITH PLACECAMBRIDGEMA02138CONTRACTOR$340,735
HUMANWARE USA INC
PO BOX 71117CHICAGOIL606941117CONSULTING$285,919
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K28CntrctRcvdGreaterThan100KCnt
Fundraising$1,181,575FundraisingAmt
Government Grants$3,708,997GovernmentGrantsAmt
All Other Contributions$7,719,220AllOtherContributionsAmt
Noncash Contributions$212,996NoncashContributionsAmt
Total Contributions$12,609,792TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES FOR SERVICES611600$33,964,296$33,964,296
LIBRARY SERVICES900099$2,714,424$2,714,424
FieldValueIRS element (for citing)
Total Program Service Revenue$36,678,720TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,554,767TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$31,433UnrelatedBusinessRevenueAmt
Exclusion$4,586,200ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$205,776RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$89,345RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$116,431RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$116,431TotalRevenueColumnAmt
Exclusion$116,431ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$71,714,051SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$67,933,702SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,780,349SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,780,349TotalRevenueColumnAmt
Unrelated Business Revenue$26,941UnrelatedBusinessRevenueAmt
Exclusion$3,753,408ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$95,800FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,181,575ContriRptFundraisingEventAmt
Fundraising Direct Expenses$497,080FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$401,280TotalRevenueColumnAmt
Exclusion-$401,280ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$8,010,745GrossSalesOfInventoryAmt
Cost Of Goods Sold$5,026,594CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,984,151TotalRevenueColumnAmt
Related Or Exempt Func Income$2,984,151RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,322,930TotalRevenueColumnAmt
Related Or Exempt Func Income$39,662,871RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$4,492UnrelatedBusinessRevenueAmt
Exclusion$8,054,759ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,052TotalAmt
Program Services$2,052ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$670,325TotalAmt
Program Services$670,325ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,913,646TotalAmt
Program Services$495,633ProgramServicesAmt
Management And General$949,472ManagementAndGeneralAmt
Fundraising$468,541FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,881,550TotalAmt
Program Services$28,642,171ProgramServicesAmt
Management And General$3,979,905ManagementAndGeneralAmt
Fundraising$1,259,474FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,273,497TotalAmt
Program Services$1,917,107ProgramServicesAmt
Management And General$269,481ManagementAndGeneralAmt
Fundraising$86,909FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,130,885TotalAmt
Program Services$3,483,290ProgramServicesAmt
Management And General$489,684ManagementAndGeneralAmt
Fundraising$157,911FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,100,214TotalAmt
Program Services$2,614,228ProgramServicesAmt
Management And General$367,473ManagementAndGeneralAmt
Fundraising$118,513FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$246,037TotalAmt
Program Services$15,426ProgramServicesAmt
Management And General$230,611ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$276,250TotalAmt
Program Services$11,550ProgramServicesAmt
Management And General$264,700ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$22,000TotalAmt
Program Services$12,000ProgramServicesAmt
Management And General$10,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$238,472TotalAmt
Fundraising$238,472FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,735,501TotalAmt
Management And General$2,735,501ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,978,180TotalAmt
Program Services$3,423,468ProgramServicesAmt
Management And General$1,092,690ManagementAndGeneralAmt
Fundraising$462,022FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$848,655TotalAmt
Program Services$660,360ProgramServicesAmt
Management And General$181,734ManagementAndGeneralAmt
Fundraising$6,561FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,565,142TotalAmt
Program Services$790,548ProgramServicesAmt
Management And General$610,416ManagementAndGeneralAmt
Fundraising$164,178FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$852,147TotalAmt
Program Services$389,330ProgramServicesAmt
Management And General$422,492ManagementAndGeneralAmt
Fundraising$40,325FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,455,627TotalAmt
Program Services$4,011,299ProgramServicesAmt
Management And General$389,777ManagementAndGeneralAmt
Fundraising$54,551FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,100,073TotalAmt
Program Services$1,029,421ProgramServicesAmt
Management And General$48,512ManagementAndGeneralAmt
Fundraising$22,140FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$205,100TotalAmt
Program Services$154,206ProgramServicesAmt
Management And General$46,482ManagementAndGeneralAmt
Fundraising$4,412FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,045,396TotalAmt
Program Services$4,396,719ProgramServicesAmt
Management And General$590,041ManagementAndGeneralAmt
Fundraising$58,636FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$246,587TotalAmt
Program Services$83ProgramServicesAmt
Management And General$246,504ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEAL/FOOD EXPENSE$1,000,601$863,641$90,182$46,778
MEMBERSHIPS$85,155$28,824$42,402$13,929
PHOTOGRAPHY$32,127$24,084$7,013$1,030
STEWARDSHIP$31,368$8,909$3,630$18,829

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20,562TotalAmt
Program Services$39,017ProgramServicesAmt
Management And General-$50,705ManagementAndGeneralAmt
Fundraising$32,250FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$69,957,149TotalAmt
Program Services$53,683,691ProgramServicesAmt
Management And General$13,017,997ManagementAndGeneralAmt
Fundraising$3,255,461FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,560,050BOYAmt
EOY$4,090,978EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,284,180BOYAmt
EOY$2,543,269EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,349,548BOYAmt
EOY$5,407,785EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,652,130BOYAmt
EOY$3,816,850EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,751,607BOYAmt
EOY$1,654,130EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$180,184,615LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$113,338,225LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$66,722,369BOYAmt
EOY$66,846,390EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$89,982,575BOYAmt
EOY$99,484,217EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$167,110,496BOYAmt
EOY$182,751,093EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,845,718BOYAmt
EOY$9,220,014EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$351,258,673BOYAmt
EOY$375,814,726EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,003,522BOYAmt
EOY$7,547,952EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,427,338BOYAmt
EOY$30,749,036EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,500,620BOYAmt
EOY$1,467,751EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,931,480BOYAmt
EOY$39,764,739EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$174,297,369BOYAmt
EOY$185,076,222EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$66,142,493BOYAmt
EOY$76,493,712EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,887,331BOYAmt
EOY$74,480,053EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$314,327,193BOYAmt
EOY$336,049,987EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$351,258,673BOYAmt
EOY$375,814,726EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$9,634,219ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$31,029,313NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$327,700OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,282,784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,954,815CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,352,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,531,106CurrentTaxYearMinus1YearAmt
Current Tax Year$12,609,792CurrentTaxYearAmt
Total$75,730,895TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,282,784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,954,815CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,352,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,531,106CurrentTaxYearMinus1YearAmt
Current Tax Year$12,609,792CurrentTaxYearAmt
Total$75,730,895TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$75,730,895PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,175,460CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,836,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,953,336CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,634,811CurrentTaxYearMinus1YearAmt
Current Tax Year$4,791,976CurrentTaxYearAmt
Total$17,392,421TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,064,000CurrentTaxYearMinus4YearsAmt
Total$2,064,000TotalAmt
FieldValueIRS element (for citing)
Total Support$95,187,316TotalSupportAmt
Gross Receipts Rltd Activities$203,159,956GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79560PublicSupportCY170Pct
Public Support PY1700.73270PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$22,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$22,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$53,661,691FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$53,683,691FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$28,961CurrentYearMinus3Amt
Current Year Minus2$24,324CurrentYearMinus2Amt
Current Year Minus1$24,000CurrentYearMinus1Amt
Current Year$22,000CurrentYearAmt
Total$99,285TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$4,961CurrentYearMinus3Amt
Current Year Minus2$324CurrentYearMinus2Amt
Total$5,285TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$257,093,165BeginningYearBalanceAmt
Contributions$2,846,184ContributionsAmt
Investment Earnings Or Losses$34,522,302InvestmentEarningsOrLossesAmt
Other Expenditures$11,849,637OtherExpendituresAmt
Administrative Expenses$1,923,540AdministrativeExpensesAmt
End Year Balance$280,688,474EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$274,450,757BeginningYearBalanceAmt
Contributions$217,192ContributionsAmt
Investment Earnings Or Losses-$4,517,045InvestmentEarningsOrLossesAmt
Other Expenditures$11,277,642OtherExpendituresAmt
Administrative Expenses$1,780,097AdministrativeExpensesAmt
End Year Balance$257,093,165EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$277,361,898BeginningYearBalanceAmt
Contributions$2,646,766ContributionsAmt
Investment Earnings Or Losses$6,823,788InvestmentEarningsOrLossesAmt
Other Expenditures$10,715,543OtherExpendituresAmt
Administrative Expenses$1,666,152AdministrativeExpensesAmt
End Year Balance$274,450,757EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$237,830,215BeginningYearBalanceAmt
Contributions$13,194,497ContributionsAmt
Investment Earnings Or Losses$39,378,030InvestmentEarningsOrLossesAmt
Other Expenditures$11,615,650OtherExpendituresAmt
Administrative Expenses$1,425,194AdministrativeExpensesAmt
End Year Balance$277,361,898EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$215,417,593BeginningYearBalanceAmt
Contributions$4,365,818ContributionsAmt
Investment Earnings Or Losses$27,253,447InvestmentEarningsOrLossesAmt
Other Expenditures$7,925,720OtherExpendituresAmt
Administrative Expenses$1,280,923AdministrativeExpensesAmt
End Year Balance$237,830,215EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.51000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$154,433,335OtherCostOrOtherBasisAmt
Depreciation$89,226,151DepreciationAmt
Book Value$65,207,184BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,666,090OtherCostOrOtherBasisAmt
Depreciation$18,627,085DepreciationAmt
Book Value$1,039,005BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,085,191OtherCostOrOtherBasisAmt
Depreciation$5,484,990DepreciationAmt
Book Value$600,201BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$66,846,390TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescNON-PUBLICLY TRADED FUNDSDesc
Book Value$182,751,093BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$182,751,093TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSET RETIREMENT OBLIGATIONDesc
Amt$1,467,751Amt
FieldValueIRS element (for citing)
Total Liability$1,467,751TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$95,299,223TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$31,150,327NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$591,484DonatedServicesAndUseFcltsAmt
Other Revenue$356,964OtherRevenueAmt
Revenue Not Reported$32,098,775RevenueNotReportedAmt
Revenue Subtotal$63,200,448RevenueSubtotalAmt
Investment Expenses Not Incld$2,735,501InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$5,613,019OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$2,877,518RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$60,322,930TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$73,646,703TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$591,484DonatedServicesUseFcltsAmt
Other Expenses Included$5,833,571OtherExpensesIncludedAmt
Expenses Not Reported$6,425,055ExpensesNotReportedAmt
Expenses Subtotal$67,221,648ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,735,501InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,735,501ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$69,957,149TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4THE PERMANENT PERKINS ENDOWMENT AND RELATED EARNINGS ARE USED AS DIRECTED BY THE RESTRICTIONS PLACED ON THESE FUNDS BY THEIR RESPECTIVE DONORS. THE PERKINS QUASI-ENDOWMENT IS OVERSEEN BY THE BOARD AND IS USED TO SUPPORT PROGRAMS AND RELATED SERVICES. THE BOARD APPROVES AN ANNUAL TOTAL ENDOWMENT SPENDING GUIDELINE TO PRUDENTLY MANAGE THE SPENDING OF ENDOWMENT FUNDS.
PART X, LINE 2PERKINS IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE IRC AND APPLICABLE STATE LAWS. PERKINS BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 2DKILIMANJARO BLIND TRUST REVENUE 15,934 JOHN MILTON SOCIETY REVENUE 13,330 CHANGE IN VALUE OF SPLIT INTEREST 327,700 ------------- TOTAL 356,964
PART XI, LINE 4BRENTAL EXPENSES (89,345) FUNDRAISING EVENTS EXPENSES (497,080) COST OF GOODS SOLD (5,026,594) ------------------ TOTAL (5,613,019)
PART XII, LINE 2DKILIMANJARO BLIND TRUST EXPENSES 185,157 JOHN MILTON SOCIETY EXPENSES 35,395 RENTAL EXPENSES 89,345 FUNDRAISING EVENTS EXPENSES 497,080 COST OF GOODS SOLD 5,026,594 ---------------- TOTAL 5,833,571

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3PERKINS' NON-DISCRIMINATION POLICY STATEMENT IS IN COPIES OF THE PERKINS SCHOOL FOR THE BLIND QUARTERLY PUBLICATION "PERSPECTIVES". THEY ARE DISTRIBUTED TO ALL AGENCIES IN NEW ENGLAND THAT SERVE THE BLIND AND DEAFBLIND. IN ADDITION, PERKINS IS INCLUDED IN THE ANNUAL BOSTON GLOBE NON-DISCRIMINATION NOTICE PUBLISHED BY MAAPS.
PART I, LINE 6Perkins receives government funds from cities and towns that are paying for student tuition.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCntOfficesOfficesCnt
Central America and the CaribbeanProgram ServicesEDUCATIONAL SERVICES$37,539
East Asia and the PacificProgram ServicesEDUCATIONAL SERVICES$154,2603
Europe (Including Iceland and Greenland)Program ServicesEDUCATIONAL SERVICES$127,1891
Middle East and North AfricaProgram ServicesEDUCATIONAL SERVICES$75,077
North AmericaProgram ServicesEDUCATIONAL SERVICES$11,8511
Russia and the Newly Independent StatesProgram ServicesEDUCATIONAL SERVICES$1,165
South AmericaProgram ServicesEDUCATIONAL SERVICES$229,46231
South AsiaProgram ServicesEDUCATIONAL SERVICES$216,2574
Sub-Saharan AfricaProgram ServicesEDUCATIONAL SERVICES$260,2464
East Asia and the PacificProgram ServicesPERKINS SOLUTION SALES
Europe (Including Iceland and Greenland)Program ServicesPERKINS SOLUTION SALES
South AsiaProgram ServicesPERKINS SOLUTION SALES
South AsiaProgram ServicesPERKINS SOLUTION COGS$653,194
Central America and the CaribbeanInvestments$36,907,296
Central America and the CaribbeanGrantmaking$68,519
East Asia and the PacificGrantmaking$58,510
Europe (Including Iceland and Greenland)Grantmaking$57,344
Middle East and North AfricaGrantmaking$900
Russia and the Newly Independent StatesGrantmaking$61,447
South AmericaGrantmaking$225,723
South AsiaGrantmaking$72,379
Sub-Saharan AfricaGrantmaking$125,503
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees16SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee16TotalEmployeeCnt
Subtotal Spent$38,857,909SubtotalSpentAmt
Continuation Spent$485,952ContinuationSpentAmt
Total Spent$39,343,861TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
Central America and the CaribbeanDVLPMT/TRNG$68,519
East Asia and the PacificLDSHP/DVLPMT$58,510
Europe (Including Iceland and Greenland)DVLPMT/TRNG$57,344
Russia and the Newly Independent StatesDVLPMT/TRNG$61,447
South AmericaLDSHP/DVLPMT$225,723
South AsiaDVLPMT/TRNG$72,379
Sub-Saharan AfricaDVLPMT/TRNG$125,503
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org16TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2Each project partner has a budget, activity timeline, and schedule for reporting. Balances are reconciled to USD using the exchange rate from the date the funds were received in country. Original receipts are provided with progress reports and reviewed by program financial staff each period. New funds are not advanced until satisfactory review of activity and financial report data.
PART I, LINE 3Perkins does not separately track expenses associated with foreign Perkins Solutions sales. As such, these expenditures have not been reported.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonNEWPORT CREATIVE COMMUNICATIONSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 RAILROAD AVEAddressLine1Txt
CityDUXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02332ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING COUNSELActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$238,472RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$238,472TotalRetainedByContractorsAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALA DINNEREvent1Nm
Gross Receipts Event1$1,008,443GrossReceiptsEvent1Amt
Charitable Contri Event1$945,943CharitableContriEvent1Amt
Gross Revenue Event1$62,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$187,840RentFacilityCostsEvent1Amt
Food And Beverage Event1$68,756FoodAndBeverageEvent1Amt
Entertainment Event1$30,800EntertainmentEvent1Amt
Other Direct Expenses Event1$100,834OtherDirectExpensesEvent1Amt
Event2TASTING EVENTEvent2Nm
Gross Receipts Event2$134,882GrossReceiptsEvent2Amt
Charitable Contri Event2$130,382CharitableContriEvent2Amt
Gross Revenue Event2$4,500GrossRevenueEvent2Amt
Food And Beverage Event2$30,508FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$10,608OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$134,050GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$105,250CharitableContriOtherEventsAmt
Gross Revenue Other Events$28,800GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$27,454RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$24,229FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$16,051OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,277,375GrossReceiptsTotalAmt
Charitable Contributions Tot$1,181,575CharitableContributionsTotAmt
Gross Revenue Total Events$95,800GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$215,294RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$123,493FoodAndBeverageTotalEventsAmt
Entertainment Total Events$30,800EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$127,493OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$497,080DirectExpenseSummaryEventsAmt
Net Income Summary-$401,280NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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
LISA CALISE
CFO$225,571$0$0$0$0$0$20,018$0$2,868$0$248,457$0$0$0
W DAVID POWER
PRESIDENT AND CEO$357,598$0$0$0$0$0$25,699$0$21,692$0$404,989$0$0$0
EDWARD H BOSSO
EXEC DIR & SUPERINTENDENT$215,837$0$15,000$0$0$0$0$0$89,483$0$320,320$0$0$0
KATHLEEN SHEEHAN
SR. DIRECTOR ADVANCEMENT$230,596$0$0$0$0$0$22,002$0$21,818$0$274,416$0$0$0
LUIZA R AGUIAR
EXEC DIRECT OF SOLUTIONS$156,854$0$0$0$0$0$5,612$0$855$0$163,321$0$0$0
WILLIAM G OATES
VP OF PERKINS SOLUTIONS$205,396$0$0$0$0$0$4,369$0$2,943$0$212,708$0$0$0
DAVID M DOHERTY
DIR OF INFORMATION SYSTEMS$120,611$0$0$0$0$0$11,142$0$20,100$0$151,853$0$0$0
DAVID NERO
CHIEF INFORMATION OFFICER$133,159$0$0$0$0$0$10,953$0$19,923$0$164,035$0$0$0
KATE M MARAGOLESE
CHIEF MARKETING OFFICER$203,211$0$0$0$0$0$3,831$0$1,735$0$208,777$0$0$0
KATHRYN TODD
DIRECTOR INDIVIDUAL GIVING$141,319$0$0$0$0$0$11,492$0$8,265$0$161,076$0$0$0
MICHAEL DELANEY
EXEC DIRECTOR OF INTERNATIONAL$169,955$0$0$0$0$0$0$0$67,164$0$237,119$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationPerkins may provide housing to employees when it is determined to be a requirement of the position. Perkins determines the value of the housing based on market rates for comparable properties in the area. During 2016, out of the employees listed on Schedule J, ED BOSSO AND MICHAEL DELANEY WERE provided with housing. ED's housing was valued at $72,000 AND MICHAEL'S HOUSING WAS VALUED AT $48,000.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY SERIES 2010
A0434318142010-02-12$30,000,000CONSTRUCTIONfalsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY SERIES 2016
B0434318142016-09-09$4,100,000IMPROVEMENTSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,172,028$0$30,000,000$0$0$0$185,000$0$0$29,815,000$0$02011falsefalseYes (true)Yes (true)
B$178,936$0$4,100,000$0$0$0$67,392$0$0$3,882,157$0$150,4512016falsefalsefalse

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)false0falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)false0falsefalsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (true)falsefalsefalsefalsefalsefalse0falsefalse
0
BfalsefalseYes (true)falsefalsefalsefalsefalsefalse0falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
Bfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE KFormAndLineReferenceDesc
ExplanationPART III, LINE 2 The School has a lease with another 501(c)(3) organization (Hellen Keller National Center for Deaf Blind Youths and Adults) that rents two rooms in a building that has bond financing. This organization helps further Perkins' Mission. PART III, LINE 3A The School has incidental service contracts that do not result in private benefit use. PART IV, LINE 2B The Bond issue met the requirements of the 2 year spending exception. PART IV, LINE 7 The School is in the process of establishing written procedures to monitor the requirements of IRC section 148. PART III, LINE 9 AND PART V As of the end of the tax year, the School had such written procedures for its Series 2010 bonds. Those procedures had not been amended to apply to the Series 2016 bonds as of the end of the tax year. However, the written procedures have since been amended to apply to all tax-exempt bond issues of the School.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution19ContributionCnt
Noncash Contributions Rpt F990$212,996NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV OF STOCKSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES TO INFANTS, TODDLERS, CHILDREN, YOUTH AND YOUNG ADULTS WHO ARE BLIND, DEAFBLIND OR VISUALLY IMPAIRED, INCLUDING THOSE WITH ADDITIONAL DISABILITIES, THEIR FAMILIES AND THE PROFESSIONALS WHO SERVE THEM.
FORM 990, PART III, LINE 4DOUR ICANCONNECT PROJECT, FUNDED BY THE FCC TO IMPLEMENT THE 21ST CENTURY COMMUNICATIONS AND VIDEO ACCESSIBILITY ACT, PROVIDES DEAFBLIND INDIVIDUALS THROUGHOUT THE COUNTRY WITH ACCESS TO TELECOMMUNICATIONS. TO IMPLEMENT THIS PROJECT, PERKINS AND HELEN KELLER NATIONAL CENTER ARE PARTNERING WITH STATE AGENCIES, SCHOOLS AND ORGANIZATIONS IN EVERY STATE IN THE U.S.
FORM 990, PART VI, SECTION A, LINE 6THE SCHOOL HAS 171 MEMBERS OF THE CORPORATION AS OF JUNE 30, 2017.
FORM 990, PART VI, SECTION A, LINE 7AAT THE ANNUAL MEETING HELD IN NOVEMBER THE TRUSTEES ELECT THE OFFICERS OF THE CORPORATION EACH YEAR. A QUORUM OF MEMBERS OF THE CORPORATION VOTE ON THE TRUSTEES FOR THE FOLLOWING YEAR.
FORM 990, PART VI, SECTION B, LINE 11INFORMATION REPORTED ON FORM 990 IS REVIEWED BY THE COMPLIANCE MANAGER PRIOR TO SUBMITTING THE INFORMATION TO KPMG FOR PREPARATION AND REVIEW. THE FORM 990 IS ALSO REVIEWED BY THE CONTROLLER BEFORE IT IS SENT TO THE AUDIT COMMITTEE. PRIOR TO FILING, A SUBCOMMITTEE OF THE AUDIT COMMITTEE REVIEWS FORM 990 PRIOR TO IT BEING SENT TO THE FULL BOARD FOR REVIEW AND COMMENT.
FORM 990, PART VI, SECTION B, LINE 12CALL TRUSTEES AND SENIOR MANAGEMENT MUST FILL OUT AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF TRUSTEES HAS A COMPENSATION COMMITTEE THAT REVIEWS THE PRESIDENT'S COMPENSATION AND THE BOARD REVIEWS THE PRESIDENT'S RECOMMENDATION FOR SENIOR STAFF COMPENSATION. PERKINS' WAGE AND SALARY STRUCTURE IS RELATED TO THE DUTIES AND RESPONSIBILITIES OF ITS POSITIONS AND STRIVES TO BE COMPETITIVE FOR THE AREA, CONSISTENT WITH PERKINS' FINANCIAL RESOURCES. PERKINS PERIODICALLY CONDUCTS WAGE AND SALARY SURVEYS TO DETERMINE THE PREVAILING WAGES AND SALARIES PAID FOR SIMILAR POSITIONS IN THE AREA AND AT SIMILAR SCHOOLS AND AGENCIES. PERKINS REVIEWS THE WAGE AND SALARY STRUCTURE ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19PERKINS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST WITH THE SCHOOL.
FORM 990, PART XI, LINE 9CHANGE IN VALUE OF SPLIT INTEREST 327,700

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
KILIMANJARO BLIND TRUST INC
175 NORTH BEACON STREETWATERTOWNMA02472208038262GEN SUPPORTMA501(C)(3)12AN/Afalse
JOHN MILTON SOCIETY FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472135562284GEN SUPPORTMA501(C)(3)12AYes (true)PERKINS SCHL
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd