2017-05-09T11:51:09-05:00 2016-06-30 050409384 KAHN LITWIN RENZA & CO LTD 800 SOUTH STREET SUITE 300 WALTHAM MA 02453 990 2015-07-01 042104857 THE ROXBURY LATIN SCHOOL ROXB 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 KERRY P BRENNAN HEADMASTER 6173254920 2017-05-03 1 MEYER H LEVY P00036576 7815478800 2015 2021-01-29 14:40:06Z KERRY P BRENNAN 101 ST THERESA AVENUE WEST ROXBURY MA 02132 34104839 0 X WWW.ROXBURYLATIN.ORG X 1645 MA TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 25 25 93 200 0 0 10026602 7819356 6106854 6535186 2116206 1208625 129370 90321 18379032 15653488 0 0 0 0 8404818 8859182 0 0 1253551 6849100 7434299 15253918 16293481 3125114 -639993 230914016 229473775 34436917 40955012 196477099 188518763 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 0 0 10394613 6535186 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 10394613 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 93 1 0 0 0 0 0 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4: TO CARRY OUT THE SCHOOL'S EDUCATIONAL PURPOSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE SCHOOL OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE SCHOOL ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SCHOOL CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER ADVERTISEMENTS, JOB FAIRS, AND MEMBERSHIP ASSOCIATIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 36821723 0 0 0 0 0 0 36821723 0 36821723 0 0 0 0 0 0 X X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KERRY BRENNAN SALARY AND BENEFITS HEADMASTER 428635 0 0 0 0 0 44500 0 24544 0 497679 0 0 0 PETER SHEA DIRECTOR OF FINANCE 220685 0 0 0 0 0 22069 0 6137 0 248891 0 0 0 MICHAEL POJMAN ASST HEADMASTER & TEACHER 163170 0 0 0 0 0 16317 0 7644 0 187131 0 0 0 THOMAS GUDEN DIRECTOR OF DEVELOPMENT 168792 0 0 0 0 0 16879 0 15740 0 201411 0 0 0 PHILIP THORNTON SENIOR GIFTS OFFICER 170465 0 0 0 0 0 17047 0 13406 0 200918 0 0 0 ERNESTO GUERRA TEACHER 134569 0 0 0 0 0 12833 0 5840 0 153242 0 0 0 ANDREW CHAPPELL DIRECTOR OF ADMISSIONS 138796 0 0 0 0 0 14225 0 10339 0 163360 0 0 0 JAMES RYAN TEACHER 131825 0 0 0 0 0 12833 0 5840 0 150498 0 0 0 SARA STEVENS TEACHER 130985 0 0 0 0 0 13383 0 10605 0 154973 0 0 0 PART I, LINE 4B: THE SCHOOL MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER CODE SECTION 457(B) FOR THE BENEFIT OF THE HEAD OF SCHOOL. CONTRIBUTIONS BY THE SCHOOL ARE REPORTED ON SCHEDULE J, PART II, AND INCLUDED UNDER THE HEADING "RETIREMENT AND OTHER DEFERRED COMPENSATION". A MASSACHUSETTS DEVELOPMENT FINANCING AGENCY 043431814 2014-12-16 25000000 CONSTRUCTION AND RENOVATION OF VARIOUS SCHOOL FACILITIES 0 0 0 A 25000000 420372 1616180 22963448 2016 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 50740 PURCHASE PRICE X 33 482567 STOCK EXCHANGE VALUE X STAMP COLLECTION 1 500 DONOR STATED VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. THE FORM, INCLUDING ALL SCHEDULES, IS THEN REVIEWED BY THE DIRECTOR OF FINANCE OF THE SCHOOL WITH MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD. REVISIONS ARE MADE AS NECESSARY. PRIOR TO FILING, ALL BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW A FULL COPY OF FORM 990 WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND SIGN A CONFLICTS DISCLOSURE STATEMENT. CONFLICTS ARE EVALUATED BY THE CONFLICTS COMMITTEE OF THE BOARD. WHERE NECESSARY, A BOARD VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE HEADMASTER. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THE PROCESS INCLUDES A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM SALARY SURVEY INFORMATION PREPARED BY AN INDUSTRY GROUP. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETING. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE HEADMASTER AND IS AVAILABLE FOR REVIEW BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE OFFICE OF THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO MASSACHUSETTS FORM PC FILED EVERY YEAR WITH ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC.