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PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201621349349305832
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T14:39:54-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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% Lisa A CaliseInCareOfNm
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)
PersonLISA A CALISEPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6179243434PhoneNum
Signature2016-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShy JosephPreparerPersonNm
PTINP01085371PTIN
Phone6179881000PhoneNum
Preparation2016-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$130,434,743GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PERKINS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1829FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee919TotalEmployeeCnt
Total Volunteers790TotalVolunteersCnt
Total Gross UBI-$52,987TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$88,651NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,954,815PYContributionsGrantsAmt
CY Contributions Grants$13,352,398CYContributionsGrantsAmt
PY Program Service Revenue$38,219,796PYProgramServiceRevenueAmt
CY Program Service Revenue$36,868,651CYProgramServiceRevenueAmt
PY Investment Income$15,628,807PYInvestmentIncomeAmt
CY Investment Income$2,487,523CYInvestmentIncomeAmt
PY Other Revenue$30,201,454PYOtherRevenueAmt
CY Other Revenue$3,001,074CYOtherRevenueAmt
PY Total Revenue$108,004,872PYTotalRevenueAmt
CY Total Revenue$55,709,646CYTotalRevenueAmt
PY Grants And Similar Paid$1,266,870PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$786,038CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$43,782,511PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$43,907,329CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,677,210CYTotalFundraisingExpenseAmt
PY Other Expenses$21,457,369PYOtherExpensesAmt
CY Other Expenses$21,156,676CYOtherExpensesAmt
PY Total Expenses$66,506,750PYTotalExpensesAmt
CY Total Expenses$65,850,043CYTotalExpensesAmt
PY Revenues Less Expenses$41,498,122PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,140,397CYRevenuesLessExpensesAmt
Total Assets BOY$380,342,239TotalAssetsBOYAmt
Total Assets EOY$375,859,144TotalAssetsEOYAmt
Total Liabilities BOY$37,618,933TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,676,382TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$342,723,306NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$338,182,762NetAssetsOrFundBalancesEOYAmt
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$43,643,050ExpenseAmt
Grant$745,228GrantAmt
Revenue$34,189,854RevenueAmt
DescPERKINS SCHOOL FOR THE BLIND (PERKINS) PROGRAMS AND SERVICES TOUCH THE LIVES OF MORE THAN 880,000 INFANTS, TODDLERS, SCHOOL STUDENTS, ADULTS AND SENIORS ON OUR WATERTOWN, MA CAMPUS, IN THE COMMUNITY, ACROSS THE U.S., AND AROUND THE WORLD. PERKINS PROVIDES SERVICES IN EVERY STATE IN THE U.S. AND IN 67 COUNTRIES WORLDWIDE. PERKINS, THE FIRST SCHOOL IN THE U.S. 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 INNOVATOVE TEACHING AND LEARNING ENVIRONMENT THROUGH 9 MAIN PROGRAM AREAS: INFANT AND TODDLER PROGRAM; EARLY LEARNING CENTER; LOWER SCHOOL; SECONDARY PROGRAM; EDUCATIONAL PARTNERSHIP PROGRAM; COMMUNITY PROGRAMS; ELEARNING; OUTREACH SHORT COURSES; AND THE DEAFBLIND PROGRAM.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,825,987ExpenseAmt
Grant$12,500GrantAmt
Revenue$3,335,905RevenueAmt
DescPERKINS PRODUCTS, FORMERLY CALLED HOWE PRESS, BEGAN PRODUCING TACTILE BOOKS IN 1835 AND IN 1951 INTRODUCED THE PERKINS BRAILLER, THE MOST WIDELY USED BRAILLE WRITER IN THE WORLD. TODAY, THE RE-DESIGNED PERKINS SMART BRAILLER MERGES COMPUTER TECHNOLOGY WITH ITS FAMOUS PREDECESSOR, FOSTERING LITERACY THROUGH BRAILLE FOR A NEW GENERATION OF LEARNERS. PERKINS PRODUCTS' ACCESSIBLE TECHNOLOGY PROVIDES COMMUNICATION AND DAILY LIVING SOLUTIONS TO PEOPLE OF ALL AGES. PERKINS PRODUCTS PROVIDES BRAILLE WRITERS, BRAILLE ACCESSORIES, PUBLICATIONS AND OTHER MATERIALS FOR THE BLIND AND VISUALLY IMPAIRED TO OVER 14,000 INDIVIDUALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,659,653ExpenseAmt
Revenue$2,678,797RevenueAmt
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 MASSACHUSETTS RESIDENTS OF ANY AGE WHO ARE UNABLE TO READ TRADITIONAL PRINT MATERIALS DUE TO A VISUAL OR PHYSICAL DISABILITY. NOW READERS HAVE ACCESS TO DIGITAL AUDIO BOOKS AND ONLINE DOWNLOADS. EACH DAY, THE LIBRARY SENDS MORE THAN 2,000 BOOKS TO ITS PATRONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,401,463ExpenseAmt
Grant$28,310GrantAmt
DescFCC PROGRAMDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,401,463TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$28,310TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$52,530,153TotalProgramServiceExpensesAmt
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 FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document218IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee919EmployeeCnt
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 CountryVIForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
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)
PersonLisa A CalisePersonNm
Phone6179727203PhoneNum

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 EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
KATHERINE CHAPMAN
CHAIR OF CORPORATION & TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
CORINNE GROUSBECK
CHAIR OF TRUSTEES5.00.5Yes (X)Yes (X)$0$0$0
WILLIAM A LOWELL
VICE CHAIRPERSON5.00.5Yes (X)Yes (X)$0$0$0
PHILIP LADD
VICE CHAIRPERSON5.00.0Yes (X)Yes (X)$0$0$0
RANDY KINARD
TREASURER5.00.0Yes (X)Yes (X)$0$0$0
MICHAEL SCHNITMAN
SECRETARY AND TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
FREDERIC CLIFFORD
TRUSTEE5.00.5Yes (X)$0$0$0
THOMAS HEHIR
TRUSTEE5.00.0Yes (X)$0$0$0
PAUL RAIA
TRUSTEE5.00.0Yes (X)$0$0$0
RAY HEPPER
TRUSTEE5.00.0Yes (X)$0$0$0
GREG PAPPAS
TRUSTEE5.00.0Yes (X)$0$0$0
PAUL PERREAULT
TRUSTEE5.00.0Yes (X)$0$0$0
RICHARD REILLY
TRUSTEE5.00.0Yes (X)$0$0$0
DR STEVE RINGER
TRUSTEE5.00.0Yes (X)$0$0$0
WILLIAM HUGHES
TRUSTEE5.00.0Yes (X)$0$0$0
ELENA MATLOCK
TRUSTEE5.00.0Yes (X)$0$0$0
VAITHEHI MUTTULINGAM
TRUSTEE5.00.0Yes (X)$0$0$0
LESLIE NORDIN
TRUSTEE5.00.0Yes (X)$0$0$0
STEPHANIE ANDREWS
TRUSTEE5.00.0Yes (X)$0$0$0
KEVIN BRIGHT
TRUSTEE5.00.0Yes (X)$0$0$0
HUNTINGTON LAMBERT
TRUSTEE5.00.0Yes (X)$0$0$0
RACHEL KAPRELIAN
TRUSTEE5.00.0Yes (X)$0$0$0
ELIZABETH CURTIS
TRUSTEE5.00.0Yes (X)$0$0$0
C RICHARD CARLSON
TRUSTEE5.00.0Yes (X)$0$0$0
CHARLES PLATT
TRUSTEE5.00.0Yes (X)$0$0$0
RUTH ELLEN FITCH
TRUSTEE5.00.0Yes (X)$0$0$0
W DAVID POWER
PRESIDENT AND CEO50.05.5Yes (X)$232,314$0$10,495
LISA CALISE
CFO50.00.0Yes (X)$193,005$0$16,219
KATHLEEN SHEEHAN
EXEC DIRECTOR PERKINS TRUST50.00.0$222,878$0$37,316Yes (X)
DAVID MORGAN
VP PERKINS PRODUCTS50.00.0$217,716$0$36,110Yes (X)
DORINDA RIFE
SUPERINTENDENT SCHOOL PRGMS50.00.0$173,618$0$53,094Yes (X)
PAULINE DONOGHUE
CONTROLLER50.00.0$145,002$0$15,056Yes (X)
KATHRYN TODD
DIRECTOR INDIVIDUAL GIVING50.00.0$137,534$0$16,174Yes (X)
WALTON WEBSON
DIRECTOR PERKINS INTERNATIONAL50.00.0$135,637$0$26,895Yes (X)
DAVID NERO
CHIEF INFORMATION OFFICER50.00.0$129,458$0$17,584Yes (X)
STEVE ROTHSTEIN
PRESIDENT (FORMER)50.00.0$291,173$0$30,712Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,878,335TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$259,655TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K20IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
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
THOMAS GALLAGHER INC
109 SMITH PLACECAMBRIDGEMA01238CONTRACTOR SERVICES$1,068,357
ADAGE CAPITAL MANAGEMENT
2000 WESTCHESTER AVEPURCHASENY10577INVESTMENT MNGMT$735,906
CAN DO HANDYMAN SERVICES INC
265 LOST LAKE DR UNIT AGROTONMA01450CONTRACTOR SERVICES$398,063
LAKE CONTRACTING INC
5 MIDDLESEX AVESOMERVILLEMA02145CONTRACTING SERVICES$291,627
PRICEWATERHOUSECOOPERS LLP
PO BOX 7247-8001PHILADELPHIAPA191708001CONSULTING$263,162
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K23CntrctRcvdGreaterThan100KCnt
Fundraising$1,476,251FundraisingAmt
Government Grants$3,278,349GovernmentGrantsAmt
All Other Contributions$8,597,798AllOtherContributionsAmt
Noncash Contributions$60,889NoncashContributionsAmt
Total Contributions$13,352,398TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES FOR SERVICES611600$34,189,854$34,189,854
LIBRARY SERVICES900099$2,678,797$2,678,797
FieldValueIRS element (for citing)
Total Program Service Revenue$36,868,651TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,641,079TotalRevenueColumnAmt
Unrelated Business Revenue-$53,272UnrelatedBusinessRevenueAmt
Exclusion$2,694,351ExclusionAmt

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$258,985RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$232,216RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$26,769RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,769TotalRevenueColumnAmt
Exclusion$26,769ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$68,740,224SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$68,893,780SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$153,556SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$153,556TotalRevenueColumnAmt
Unrelated Business Revenue$285UnrelatedBusinessRevenueAmt
Exclusion-$153,841ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$124,100FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,476,251ContriRptFundraisingEventAmt
Fundraising Direct Expenses$485,700FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$361,600TotalRevenueColumnAmt
Exclusion-$361,600ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$8,449,306GrossSalesOfInventoryAmt
Cost Of Goods Sold$5,113,401CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,335,905TotalRevenueColumnAmt
Related Or Exempt Func Income$3,335,905RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,709,646TotalRevenueColumnAmt
Related Or Exempt Func Income$40,204,556RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$52,987UnrelatedBusinessRevenueAmt
Exclusion$2,205,679ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$75,191TotalAmt
Program Services$75,191ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$710,847TotalAmt
Program Services$710,847ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,238,536TotalAmt
Program Services$165,990ProgramServicesAmt
Management And General$723,900ManagementAndGeneralAmt
Fundraising$348,646FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,371,831TotalAmt
Program Services$27,902,527ProgramServicesAmt
Management And General$3,902,467ManagementAndGeneralAmt
Fundraising$1,566,837FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,255,281TotalAmt
Program Services$1,890,912ProgramServicesAmt
Management And General$258,486ManagementAndGeneralAmt
Fundraising$105,883FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,017,366TotalAmt
Program Services$3,368,310ProgramServicesAmt
Management And General$460,445ManagementAndGeneralAmt
Fundraising$188,611FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,024,315TotalAmt
Program Services$2,535,699ProgramServicesAmt
Management And General$346,628ManagementAndGeneralAmt
Fundraising$141,988FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$105,272TotalAmt
Program Services$35,758ProgramServicesAmt
Management And General$69,494ManagementAndGeneralAmt
Fundraising$20FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$262,650TotalAmt
Program Services$8,000ProgramServicesAmt
Management And General$254,650ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$24,000TotalAmt
Program Services$18,000ProgramServicesAmt
Management And General$6,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,374,457TotalAmt
Program Services$2,560,435ProgramServicesAmt
Management And General$931,719ManagementAndGeneralAmt
Fundraising$882,303FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,051,484TotalAmt
Program Services$896,985ProgramServicesAmt
Management And General$149,323ManagementAndGeneralAmt
Fundraising$5,176FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,399,042TotalAmt
Program Services$1,744,965ProgramServicesAmt
Management And General$540,042ManagementAndGeneralAmt
Fundraising$114,035FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,034,041TotalAmt
Program Services$434,947ProgramServicesAmt
Management And General$597,471ManagementAndGeneralAmt
Fundraising$1,623FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,061,377TotalAmt
Program Services$3,637,385ProgramServicesAmt
Management And General$379,526ManagementAndGeneralAmt
Fundraising$44,466FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,196,232TotalAmt
Program Services$1,078,910ProgramServicesAmt
Management And General$47,884ManagementAndGeneralAmt
Fundraising$69,438FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$171,203TotalAmt
Program Services$142,779ProgramServicesAmt
Management And General$20,693ManagementAndGeneralAmt
Fundraising$7,731FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$87,526TotalAmt
Program Services$72,976ProgramServicesAmt
Management And General$13,645ManagementAndGeneralAmt
Fundraising$905FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,942,287TotalAmt
Program Services$4,395,898ProgramServicesAmt
Management And General$493,019ManagementAndGeneralAmt
Fundraising$53,370FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$247,964TotalAmt
Program Services$11,269ProgramServicesAmt
Management And General$236,695ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEAL/FOOD EXPENSE$741,688$607,325$75,846$58,517
MEMBERSHIPS$171,385$97,662$63,304$10,419
PUBLISHING$132,903$132,903
FEES$84,027$7,544$76,483

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$69,138TotalAmt
Program Services$129,839ProgramServicesAmt
Management And General-$61,460ManagementAndGeneralAmt
Fundraising$759FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$65,850,043TotalAmt
Program Services$52,530,153ProgramServicesAmt
Management And General$9,642,680ManagementAndGeneralAmt
Fundraising$3,677,210FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,091,384BOYAmt
EOY$3,119,037EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,666,411BOYAmt
EOY$4,448,076EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,865,248BOYAmt
EOY$5,083,120EOYAmt

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$4,584,337BOYAmt
EOY$4,624,368EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,441,062BOYAmt
EOY$1,639,351EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$172,929,832LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$103,317,474LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$72,071,198BOYAmt
EOY$69,612,358EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$91,363,124BOYAmt
EOY$61,246,156EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$185,998,774BOYAmt
EOY$213,204,601EOYAmt

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$12,260,701BOYAmt
EOY$12,882,077EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$380,342,239BOYAmt
EOY$375,859,144EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,573,321BOYAmt
EOY$8,106,622EOYAmt

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$28,497,869BOYAmt
EOY$27,948,475EOYAmt

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$1,547,743BOYAmt
EOY$1,621,285EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,618,933BOYAmt
EOY$37,676,382EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$190,802,325BOYAmt
EOY$186,615,573EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$78,599,403BOYAmt
EOY$77,300,428EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,321,578BOYAmt
EOY$74,266,761EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$342,723,306BOYAmt
EOY$338,182,762EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$380,342,239BOYAmt
EOY$375,859,144EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$10,140,397ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,313,209NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$286,644OtherChangesInNetAssetsAmt
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$10,837,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,191,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,282,784CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,954,815CurrentTaxYearMinus1YearAmt
Current Tax Year$13,352,398CurrentTaxYearAmt
Total$74,618,958TotalAmt

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$10,837,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,191,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,282,784CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,954,815CurrentTaxYearMinus1YearAmt
Current Tax Year$13,352,398CurrentTaxYearAmt
Total$74,618,958TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,794,804SubstantialContributorsTotAmt
Public Support Total170$57,824,154PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$929,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,484,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,175,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,836,838CurrentTaxYearMinus1YearAmt
Current Tax Year$2,953,336CurrentTaxYearAmt
Total$10,379,808TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$259,430CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$101,213CurrentTaxYearMinus3YearsAmt
Total$360,643TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$10,635,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,822,808CurrentTaxYearMinus1YearAmt
Current Tax Year$8,449,306CurrentTaxYearAmt
Total$30,907,985TotalAmt
FieldValueIRS element (for citing)
Total Support$116,267,394TotalSupportAmt
Gross Receipts Rltd Activities$201,606,512GrossReceiptsRltdActivitiesAmt
Public Support CY1700.49734PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$324FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$24,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$24,324FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$52,505,829FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$52,530,153FilingOrganizationsTotalAmt

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$30,814CurrentYearMinus3Amt
Current Year Minus2$30,903CurrentYearMinus2Amt
Current Year Minus1$28,961CurrentYearMinus1Amt
Current Year$24,324CurrentYearAmt
Total$115,002TotalAmt

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$6,814CurrentYearMinus3Amt
Current Year Minus2$6,903CurrentYearMinus2Amt
Current Year Minus1$4,961CurrentYearMinus1Amt
Current Year$324CurrentYearAmt
Total$19,002TotalAmt

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$289,622,530BeginningYearBalanceAmt
Contributions$2,646,766ContributionsAmt
Investment Earnings Or Losses$7,351,976InvestmentEarningsOrLossesAmt
Other Expenditures$10,715,543OtherExpendituresAmt
Administrative Expenses$1,666,152AdministrativeExpensesAmt
End Year Balance$287,239,577EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$248,585,259BeginningYearBalanceAmt
Contributions$13,194,497ContributionsAmt
Investment Earnings Or Losses$40,883,618InvestmentEarningsOrLossesAmt
Other Expenditures$11,615,650OtherExpendituresAmt
Administrative Expenses$1,425,194AdministrativeExpensesAmt
End Year Balance$289,622,530EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$225,288,303BeginningYearBalanceAmt
Contributions$4,365,818ContributionsAmt
Investment Earnings Or Losses$28,137,781InvestmentEarningsOrLossesAmt
Other Expenditures$7,925,720OtherExpendituresAmt
Administrative Expenses$1,280,923AdministrativeExpensesAmt
End Year Balance$248,585,259EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$243,948,082BeginningYearBalanceAmt
Contributions$2,162,255ContributionsAmt
Investment Earnings Or Losses-$2,343,401InvestmentEarningsOrLossesAmt
Other Expenditures$15,907,696OtherExpendituresAmt
Administrative Expenses$2,570,937AdministrativeExpensesAmt
End Year Balance$225,288,303EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$205,288,555BeginningYearBalanceAmt
Contributions$3,740,062ContributionsAmt
Investment Earnings Or Losses$46,756,112InvestmentEarningsOrLossesAmt
Other Expenditures$10,404,040OtherExpendituresAmt
Administrative Expenses$1,432,607AdministrativeExpensesAmt
End Year Balance$243,948,082EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.47000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.26000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$148,322,165OtherCostOrOtherBasisAmt
Depreciation$80,561,850DepreciationAmt
Book Value$67,760,315BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,621,538OtherCostOrOtherBasisAmt
Depreciation$17,718,208DepreciationAmt
Book Value$903,330BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,986,129OtherCostOrOtherBasisAmt
Depreciation$5,037,416DepreciationAmt
Book Value$948,713BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$69,612,358TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescNON-PUBLICLY TRADED FUNDSDesc
Book Value$213,204,601BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$213,204,601TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSET RETIREMENT OBLIGATIONDesc
Amt$1,621,285Amt
FieldValueIRS element (for citing)
Total Liability$1,621,285TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$67,772,526TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,313,209NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$600,263DonatedServicesAndUseFcltsAmt
Other Revenue$318,091OtherRevenueAmt
Revenue Not Reported$6,231,563RevenueNotReportedAmt
Revenue Subtotal$61,540,963RevenueSubtotalAmt
Other Revenues Not Included-$5,831,317OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$5,831,317RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$55,709,646TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$72,615,485TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$600,263DonatedServicesUseFcltsAmt
Other Expenses Included$6,165,179OtherExpensesIncludedAmt
Expenses Not Reported$6,765,442ExpensesNotReportedAmt
Expenses Subtotal$65,850,043ExpensesSubtotalAmt
Total Expenses Per Form990$65,850,043TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4THE ENDOWMENT ENABLES PERKINS TO TEACH ACADEMICS AND CRITICAL LIFE SKILLS TO STUDENTS. IT FUNDS THE DEVELOPMENT OF NEW ADAPTIVE TECHNOLOGIES. IT SUPPORTS VOCATIONAL INITIATIVES THAT PREPARE TEENS FOR "REAL WORLD" BY BUILDING SKILLS AND CONFIDENCE. IT MAKES POSSIBLE THE PROGRAMS AND SERVICES THAT BRING OPPORTUNITY TO CHILDREN AND YOUNG ADULTS WHO ARE BLIND, DEAFBLIND AND VISUALLY IMPAIRED WITH ADDITIONAL DISABILITIES, ON CAMPUS AND IN OUR GLOBAL COMMUNITY. PERKINS ALLOCATES A ROLLING AVERAGE OF APPROXIMATELY 5% OF THE TOTAL ENDOWMENT TO BE USED IN SUPPORT OF OPERATIONS. THE EMPLOYED SPENDING RATE APPROACH ENSURES THAT THE ENDOWMENT REMAINS A PERPETUAL SOURCE OF SUPPORT FOR THE SCHOOL AND ITS MISSION OF SERVING INDIVIDUALS WHO ARE BLIND, DEAF-BLIND, OR VISUALLY IMPAIRED.
PART X, LINE 2THE SCHOOL 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. THE SCHOOL BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 2DKILIMANJARO BLIND TRUST REVENUE 31,151 JOHN MILTON SOCIETY REVENUE 296 CHANGE IN VALUE OF SPLIT INTEREST 286,644 TOTAL 318,091
PART XI, LINE 4BRENTAL EXPENSES (232,216) FUNDRAISING EVENTS EXPENSES (485,700) COST OF GOODS SOLD (5,113,401) TOTAL (5,831,317)
PART XII, LINE 2DKILIMANJARO BLIND TRUST EXPENSES 297,959 JOHN MILTON SOCIETY EXPENSES 35,903 RENTAL EXPENSES 232,216 FUNDRAISING EVENTS EXPENSES 485,700 COST OF GOODS SOLD 5,113,401 TOTAL 6,165,179

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 3Explanation of the Non-Discriminatory Policy are in copies of the Perkins School for the Blind publication "Perspectives". They are distributed to all agencies in New England that serve the blind and deaF blind. In addition, Perkins is included in the annual Boston Globe non-discrimination notice published by MAAPs.
Part I, Line 6The school receives government funding for all of the students from cities and towns and other states. This funding is required by law.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCnt
East Asia and the Pacific2Program ServicesPROG SVC ACTIVITIES$189,203
Europe (Including Iceland and Greenland)1Program ServicesPROG SVC ACTIVITIES$38,136
Middle East and North Africa1Program ServicesPROG SVC ACTIVITIES$36,704
South America4Program ServicesPROG SVC ACTIVITIES$199,5291
South Asia6Program ServicesPROG SVC ACTIVITIES$57,859
Sub-Saharan Africa4Program ServicesPROG SVC ACTIVITIES$272,947
Central America and the CaribbeanInvestments$185,040,033
Central America and the CaribbeanProgram ServicesPERKINS PRODUCTS SALES
East Asia and the PacificProgram ServicesPERKINS PRODUCTS SALES
Europe (Including Iceland and Greenland)Program ServicesPERKINS PRODUCTS SALES
Middle East and North AfricaProgram ServicesPERKINS PRODUCTS SALES
North AmericaProgram ServicesPERKINS PRODUCTS SALES
Russia and the Newly Independent StatesProgram ServicesPERKINS PRODUCTS SALES
South AmericaProgram ServicesPERKINS PRODUCTS SALES
South AsiaProgram ServicesPERKINS PRODUCTS SALES$821,847
Sub-Saharan AfricaProgram ServicesPERKINS PRODUCTS SALES
Central America and the CaribbeanGrantmaking$94,741
South AmericaGrantmaking$165,329
South AmericaGrantmaking$11,050
Europe (Including Iceland and Greenland)Grantmaking$90,010
South AsiaGrantmaking$66,859
Sub-Saharan AfricaGrantmaking$112,048
Sub-Saharan AfricaGrantmaking$27,539
Middle East and North AfricaGrantmaking$16,796
East Asia and the PacificGrantmaking$106,329
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees18SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee18TotalEmployeeCnt
Subtotal Spent$186,750,999SubtotalSpentAmt
Continuation Spent$595,960ContinuationSpentAmt
Total Spent$187,346,959TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
Central America and the CaribbeanDVLPMT/TRNG$94,741
South AmericaDVLPMT/TRNG$165,329
South AmericaADVOCACY/TRNG$11,050
Europe (Including Iceland and Greenland)DVLPMT/TRNG$90,010
South AsiaDVLPMT/TRNG$66,859
Sub-Saharan AfricaDVLPMT/TRNG$112,048
Sub-Saharan AfricaLDSHP/DVLPMT$27,539
Middle East and North AfricaDVLPMT/TRNG$16,796
East Asia and the PacificDVLPMT/TRNG$106,329
FieldValueIRS element (for citing)
Total501c3 Org52Total501c3OrgCnt
Total Other Org45TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
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 exchange rate from date 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 PRODUCT SALES. AS SUCH, THESE EXPENDITURES HAVE NOT BEEN REPORTED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALA DINNEREvent1Nm
Gross Receipts Event1$1,297,085GrossReceiptsEvent1Amt
Charitable Contri Event1$1,227,085CharitableContriEvent1Amt
Gross Revenue Event1$70,000GrossRevenueEvent1Amt
Rent Facility Costs Event1$187,460RentFacilityCostsEvent1Amt
Food And Beverage Event1$69,230FoodAndBeverageEvent1Amt
Entertainment Event1$21,753EntertainmentEvent1Amt
Other Direct Expenses Event1$68,726OtherDirectExpensesEvent1Amt
Event2TASTING EVENTEvent2Nm
Gross Receipts Event2$111,395GrossReceiptsEvent2Amt
Charitable Contri Event2$106,895CharitableContriEvent2Amt
Gross Revenue Event2$4,500GrossRevenueEvent2Amt
Food And Beverage Event2$27,856FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$15,637OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$191,871GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$142,271CharitableContriOtherEventsAmt
Gross Revenue Other Events$49,600GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$31,760RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$21,148FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$42,130OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,600,351GrossReceiptsTotalAmt
Charitable Contributions Tot$1,476,251CharitableContributionsTotAmt
Gross Revenue Total Events$124,100GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$219,220RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$118,234FoodAndBeverageTotalEventsAmt
Entertainment Total Events$21,753EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$126,493OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$485,700DirectExpenseSummaryEventsAmt
Net Income Summary-$361,600NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CHARGE SYNDROME FOUNDATION INC
318 HALF DAY RDBUFFALOE GROVEIL60089431642150501(C)(3)$10,000GENERAL SUPPORT
NARFE
606 N WASHINGTON STALEXANDRIAVA22314530114700501(C)(5)$15,930GENERAL SUPPORT
NATIONAL FAMILY ASSOCIATION FOR DEAF-BLIND
141 MIDDLE NECK ROADSANDS POINTNY11050113294205501(C)(3)$15,000GENERAL SUPPORT
PROFESSIONAL SERVICES CORPORAT
990 CLOPPER ROADGAITHERSBURGMD20878522297214$11,400GENERAL SUPPORT
ATECH SERVICES
57 REGIONAL DRIVECONCORDNH03301020488042501(C)(3)$11,200GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2FormAndLineReferenceDesc
ExplanationEach project partner has a budget, activity timeline and schedule for reporting. 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.ExplanationTxt

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 (9 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
W DAVID POWER
PRESIDENT AND CEO$232,314$0$0$0$0$0$0$0$11,747$0$244,061$0$0$0
LISA CALISE
CFO$193,005$0$0$0$0$0$15,694$0$2,168$0$210,867$0$0$0
KATHLEEN SHEEHAN
EXEC DIRECTOR PERKINS TRUST$222,878$0$0$0$0$0$19,633$0$19,446$0$261,957$0$0$0
DAVID MORGAN
VP PERKINS PRODUCTS$184,608$0$0$0$33,108$0$17,163$0$20,298$0$255,177$0$0$0
DORINDA RIFE
SUPERINTENDENT SCHOOL PRGMS$173,618$0$0$0$0$0$14,088$0$40,512$0$228,218$0$0$0
PAULINE DONOGHUE
CONTROLLER$145,002$0$0$0$0$0$12,148$0$4,034$0$161,184$0$0$0
KATHRYN TODD
DIRECTOR INDIVIDUAL GIVING$137,534$0$0$0$0$0$10,425$0$6,932$0$154,891$0$0$0
WALTON WEBSON
DIRECTOR PERKINS INTERNATIONAL$135,637$0$0$0$0$0$13,614$0$14,311$0$163,562$0$0$0
STEVE ROTHSTEIN
PRESIDENT (FORMER)$146,217$0$0$0$144,956$0$15,551$0$15,787$0$322,511$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1APERKINS 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 THE 2014, OUT OF THE EMPLOYEES LISTED ON SCHEDULE J, STEVEN ROTHSTEIN AND DORINDA RIFE WERE PROVIDED WITH HOUSING. STEVEN'S HOUSING WAS VALUED AT $10,000 FOR THE PARTIAL YEAR OF HOUSING AND DORINDA'S WAS VALUED $25,000 FOR THE FULL YEAR OF HOUSING. THE VALUE OF THE HOUSING PROVIDED IS REPORTED IN SCHEDULE J, PART II, COLUMN (D).
PART I, LINE 4ADAVID MORGAN, VICE PRESIDENT PERKINS PRODUCTS, AND STEVEN ROTHSTEIN, FORMER PRESIDENT, RECEIVED SEVERANCE PAYMENTS OF $33,108 AND $144,956, RESPECTIVELY, UPON THEIR DEPARTURES IN OCTOBER 2014 AND APRIL 2014, RESPECTIVELY. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MASS DVLPMT FINANCE AGENCY SERIES 2010BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
Bond Issued2010-02-12BondIssuedDt
Issue Price$30,000,000IssuePriceAmt
PurposeCONSTRUCTIONPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$2,051,525RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$30,000,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$185,000IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$29,815,000CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2011SubstantialCompletionYr
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsfalseWrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

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 THAT FURTHERS 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 ORGANIZATION IS IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF IRC SECTION 148.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
Contribution16ContributionCnt
Noncash Contributions Rpt F990$60,889NoncashContributionsRptF990Amt
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 for children and adults around the world who are Blind, Deaf-Blind or visually impaired.
FORM 990, PART III, LINE 4DFCC EQUIPMENT DISTRIBUTION PROGRAM, WHICH PERKINS PROMOTES AS ICANCONNECT, SUPPLIES PERKINS WITH TECHNOLOGY TO HELP AID THEIR SUMMER OUTREACH SHORT COURSES. ICANCONNECT PRODUCTS PROVIDE EQUIPMENT TO HELP PEOPLE WITH HEARING OR VISUAL IMPAIRMENT COMMUNICATE WITH FRIENDS AND FAMILY. THE TECHNOLOGY BENEFITS YOUNG SCHOLARS AND ATHLETES FROM PUBLIC SCHOOLS WHO ATTEND THESE COURSES.
Form 990, Part VI, Section A, Line 6The School has 155 members of the Corporation as of June 30, 2015.
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, Corporators vote on the Trustees for the following year.
Form 990, Part VI, Section B, Line 11Copies of the Form 990 are sent to the Governing body to review and approve before electronic filing.
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 $286,644

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)11AN/Afalse
JOHN MILTON SOCIETY FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472135562284GEN SUPPORTMA501(C)(3)11AYes (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 OrgYes (true)GiftGrntCapContriFromOthOrgInd
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