2016-05-13T14:39:54-05:00 2015-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2014-07-01 042103616 PERKINS SCHOOL FOR THE BLIND % Lisa A Calise PERK 6179243434 175 NORTH BEACON STREET WATERTOWN MA 02472 LISA A CALISE CHIEF FINANCIAL OFFICER 6179243434 2016-05-12 true Shy Joseph P01085371 6179881000 2016-05-11 2014 2016-08-17 19:52:53Z W DAVID POWER 175 NORTH BEACON WATERTOWN MA 02472 130434743 false X WWW.PERKINS.ORG X 1829 MA SEE SCHEDULE O 21 21 919 790 -52987 -88651 23954815 13352398 38219796 36868651 15628807 2487523 30201454 3001074 108004872 55709646 1266870 786038 0 0 43782511 43907329 0 0 3677210 21457369 21156676 66506750 65850043 41498122 -10140397 380342239 375859144 37618933 37676382 342723306 338182762 X PERKINS SCHOOL FOR THE BLIND PROVIDES EDUCATION AND SERVICES FOR CHILDREN AND ADULTS AROUND THE WORLD WHO ARE BLIND, DEAF-BLIND OR VISUALLY IMPAIRED. false false 43643050 745228 34189854 PERKINS 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. 3825987 12500 3335905 PERKINS 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. 2659653 2678797 PERKINS 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. 2401463 28310 FCC PROGRAM 2401463 28310 52530153 true true false true false false false false false true true true false false true true false true true true true true false false true false false true false true true false false false false false false false false false false true false false false false true true true false true X 218 0 true 919 true true true true BD VI CJ EI TH UK false false true true true true false false false false X 21 21 false false false false true true false true true false false true true true true true true true true false AK CO FL KY MD MA MI NH NJ NY OK OR RI SC WA WI X X Lisa A Calise 6179727203 175 North Beacon Street Watertown MA 02472 KATHERINE CHAPMAN CHAIR OF CORPORATION & TRUSTEE 5.0 0.0 X X 0 0 0 CORINNE GROUSBECK CHAIR OF TRUSTEES 5.0 0.5 X X 0 0 0 WILLIAM A LOWELL VICE CHAIRPERSON 5.0 0.5 X X 0 0 0 PHILIP LADD VICE CHAIRPERSON 5.0 0.0 X X 0 0 0 RANDY KINARD TREASURER 5.0 0.0 X X 0 0 0 MICHAEL SCHNITMAN SECRETARY AND TRUSTEE 5.0 0.0 X X 0 0 0 FREDERIC CLIFFORD TRUSTEE 5.0 0.5 X 0 0 0 THOMAS HEHIR TRUSTEE 5.0 0.0 X 0 0 0 PAUL RAIA TRUSTEE 5.0 0.0 X 0 0 0 RAY HEPPER TRUSTEE 5.0 0.0 X 0 0 0 GREG PAPPAS TRUSTEE 5.0 0.0 X 0 0 0 PAUL PERREAULT TRUSTEE 5.0 0.0 X 0 0 0 RICHARD REILLY TRUSTEE 5.0 0.0 X 0 0 0 DR STEVE RINGER TRUSTEE 5.0 0.0 X 0 0 0 WILLIAM HUGHES TRUSTEE 5.0 0.0 X 0 0 0 ELENA MATLOCK TRUSTEE 5.0 0.0 X 0 0 0 VAITHEHI MUTTULINGAM TRUSTEE 5.0 0.0 X 0 0 0 LESLIE NORDIN TRUSTEE 5.0 0.0 X 0 0 0 STEPHANIE ANDREWS TRUSTEE 5.0 0.0 X 0 0 0 KEVIN BRIGHT TRUSTEE 5.0 0.0 X 0 0 0 HUNTINGTON LAMBERT TRUSTEE 5.0 0.0 X 0 0 0 RACHEL KAPRELIAN TRUSTEE 5.0 0.0 X 0 0 0 ELIZABETH CURTIS TRUSTEE 5.0 0.0 X 0 0 0 C RICHARD CARLSON TRUSTEE 5.0 0.0 X 0 0 0 CHARLES PLATT TRUSTEE 5.0 0.0 X 0 0 0 RUTH ELLEN FITCH TRUSTEE 5.0 0.0 X 0 0 0 W DAVID POWER PRESIDENT AND CEO 50.0 5.5 X 232314 0 10495 LISA CALISE CFO 50.0 0.0 X 193005 0 16219 KATHLEEN SHEEHAN EXEC DIRECTOR PERKINS TRUST 50.0 0.0 X 222878 0 37316 DAVID MORGAN VP PERKINS PRODUCTS 50.0 0.0 X 217716 0 36110 DORINDA RIFE SUPERINTENDENT SCHOOL PRGMS 50.0 0.0 X 173618 0 53094 PAULINE DONOGHUE CONTROLLER 50.0 0.0 X 145002 0 15056 KATHRYN TODD DIRECTOR INDIVIDUAL GIVING 50.0 0.0 X 137534 0 16174 WALTON WEBSON DIRECTOR PERKINS INTERNATIONAL 50.0 0.0 X 135637 0 26895 DAVID NERO CHIEF INFORMATION OFFICER 50.0 0.0 X 129458 0 17584 STEVE ROTHSTEIN PRESIDENT (FORMER) 50.0 0.0 X 291173 0 30712 1878335 0 259655 20 true true false THOMAS GALLAGHER INC 109 SMITH PLACE CAMBRIDGE MA 01238 CONTRACTOR SERVICES 1068357 ADAGE CAPITAL MANAGEMENT 2000 WESTCHESTER AVE PURCHASE NY 10577 INVESTMENT MNGMT 735906 CAN DO HANDYMAN SERVICES INC 265 LOST LAKE DR UNIT A GROTON MA 01450 CONTRACTOR SERVICES 398063 LAKE CONTRACTING INC 5 MIDDLESEX AVE SOMERVILLE MA 02145 CONTRACTING SERVICES 291627 PRICEWATERHOUSECOOPERS LLP PO BOX 7247-8001 PHILADELPHIA PA 191708001 CONSULTING 263162 23 1476251 3278349 8597798 60889 13352398 FEES FOR SERVICES 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6814 6903 4961 324 19002 289622530 2646766 7351976 10715543 1666152 287239577 248585259 13194497 40883618 11615650 1425194 289622530 225288303 4365818 28137781 7925720 1280923 248585259 243948082 2162255 -2343401 15907696 2570937 225288303 205288555 3740062 46756112 10404040 1432607 243948082 0.47000 0.26000 0.27000 true false 148322165 80561850 67760315 18621538 17718208 903330 5986129 5037416 948713 69612358 NON-PUBLICLY TRADED FUNDS 213204601 F 213204601 0 ASSET RETIREMENT OBLIGATION 1621285 1621285 X 67772526 5313209 600263 318091 6231563 61540963 -5831317 -5831317 55709646 72615485 600263 6165179 6765442 65850043 65850043 Part V, Line 4 THE 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 2 THE 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 2D KILIMANJARO BLIND TRUST REVENUE 31,151 JOHN MILTON SOCIETY REVENUE 296 CHANGE IN VALUE OF SPLIT INTEREST 286,644 TOTAL 318,091 PART XI, LINE 4B RENTAL EXPENSES (232,216) FUNDRAISING EVENTS EXPENSES (485,700) COST OF GOODS SOLD (5,113,401) TOTAL (5,831,317) PART XII, LINE 2D KILIMANJARO 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 true true true true true true true false false false false false false false false true false true Part I, Line 3 Explanation 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 6 The school receives government funding for all of the students from cities and towns and other states. This funding is required by law. true East Asia and the Pacific 2 Program Services PROG SVC ACTIVITIES 189203 Europe (Including Iceland and Greenland) 1 Program Services PROG SVC ACTIVITIES 38136 Middle East and North Africa 1 Program Services PROG SVC ACTIVITIES 36704 South America 1 4 Program Services PROG SVC ACTIVITIES 199529 South Asia 6 Program Services PROG SVC ACTIVITIES 57859 Sub-Saharan Africa 4 Program Services PROG SVC ACTIVITIES 272947 Central America and the Caribbean Investments 185040033 Central America and the Caribbean Program Services PERKINS PRODUCTS SALES East Asia and the Pacific Program Services PERKINS PRODUCTS SALES Europe (Including Iceland and Greenland) Program Services PERKINS PRODUCTS SALES Middle East and North Africa Program Services PERKINS PRODUCTS SALES North America Program Services PERKINS PRODUCTS SALES Russia and the Newly Independent States Program Services PERKINS PRODUCTS SALES South America Program Services PERKINS PRODUCTS SALES South Asia Program Services PERKINS PRODUCTS SALES 821847 Sub-Saharan Africa Program Services PERKINS PRODUCTS SALES Central America and the Caribbean Grantmaking 94741 South America Grantmaking 165329 South America Grantmaking 11050 Europe (Including Iceland and Greenland) Grantmaking 90010 South Asia Grantmaking 66859 Sub-Saharan Africa Grantmaking 112048 Sub-Saharan Africa Grantmaking 27539 Middle East and North Africa Grantmaking 16796 East Asia and the Pacific Grantmaking 106329 1 18 1 18 186750999 595960 187346959 Central America and the Caribbean DVLPMT/TRNG 94741 South America DVLPMT/TRNG 165329 South America ADVOCACY/TRNG 11050 Europe (Including Iceland and Greenland) DVLPMT/TRNG 90010 South Asia DVLPMT/TRNG 66859 Sub-Saharan Africa DVLPMT/TRNG 112048 Sub-Saharan Africa LDSHP/DVLPMT 27539 Middle East and North Africa DVLPMT/TRNG 16796 East Asia and the Pacific DVLPMT/TRNG 106329 52 45 true false false true true false Part I, Line 2 Each 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 3 PERKINS DOES NOT SEPARATELY TRACK EXPENSES ASSOCIATED WITH FOREIGN PERKINS PRODUCT SALES. AS SUCH, THESE EXPENDITURES HAVE NOT BEEN REPORTED. GALA DINNER 1297085 1227085 70000 187460 69230 21753 68726 TASTING EVENT 111395 106895 4500 27856 15637 1 191871 142271 49600 31760 21148 42130 1600351 1476251 124100 219220 118234 21753 126493 485700 -361600 true CHARGE SYNDROME FOUNDATION INC 318 HALF DAY RD BUFFALOE GROVE IL 60089 431642150 501(C)(3) 10000 GENERAL SUPPORT NARFE 606 N WASHINGTON ST ALEXANDRIA VA 22314 530114700 501(C)(5) 15930 GENERAL SUPPORT NATIONAL FAMILY ASSOCIATION FOR DEAF-BLIND 141 MIDDLE NECK ROAD SANDS POINT NY 11050 113294205 501(C)(3) 15000 GENERAL SUPPORT PROFESSIONAL SERVICES CORPORAT 990 CLOPPER ROAD GAITHERSBURG MD 20878 522297214 11400 GENERAL SUPPORT ATECH SERVICES 57 REGIONAL DRIVE CONCORD NH 03301 020488042 501(C)(3) 11200 GENERAL SUPPORT 4 1 Part I, Line 2 Each 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. X true true X X X X true false false false false false false false false W DAVID POWER PRESIDENT AND CEO 232314 0 0 0 0 0 0 0 11747 0 244061 0 0 0 LISA CALISE CFO 193005 0 0 0 0 0 15694 0 2168 0 210867 0 0 0 KATHLEEN SHEEHAN EXEC DIRECTOR PERKINS TRUST 222878 0 0 0 0 0 19633 0 19446 0 261957 0 0 0 DAVID MORGAN VP PERKINS PRODUCTS 184608 0 0 0 33108 0 17163 0 20298 0 255177 0 0 0 DORINDA RIFE SUPERINTENDENT SCHOOL PRGMS 173618 0 0 0 0 0 14088 0 40512 0 228218 0 0 0 PAULINE DONOGHUE CONTROLLER 145002 0 0 0 0 0 12148 0 4034 0 161184 0 0 0 KATHRYN TODD DIRECTOR INDIVIDUAL GIVING 137534 0 0 0 0 0 10425 0 6932 0 154891 0 0 0 WALTON WEBSON DIRECTOR PERKINS INTERNATIONAL 135637 0 0 0 0 0 13614 0 14311 0 163562 0 0 0 STEVE ROTHSTEIN PRESIDENT (FORMER) 146217 0 0 0 144956 0 15551 0 15787 0 322511 0 0 0 PART I, LINE 1A PERKINS 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 4A DAVID 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). A MASS DVLPMT FINANCE AGENCY SERIES 2010 043431814 2010-02-12 30000000 CONSTRUCTION false false false A 2051525 0 30000000 0 0 0 185000 0 0 29815000 0 0 2011 false false true true A false true true true false 0 false false false true A false false true false false false 0 false 0 false false A true SCHEDULE K PART 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. X 16 60889 FMV OF STOCKS false true false Form 990, Part I, Line 1 Perkins 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 4D FCC 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 6 The School has 155 members of the Corporation as of June 30, 2015. Form 990, Part VI, Section A, Line 7a At 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 11 Copies of the Form 990 are sent to the Governing body to review and approve before electronic filing. Form 990, Part VI, Section B, Line 12c All Trustees and Senior Management must fill out and sign a conflict of interest statement annually. Form 990, Part VI, Section B, Line 15 THE 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 19 Perkins governing documents, conflict of interest policy, and Financial statements are available upon request with the school. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST $286,644 KILIMANJARO BLIND TRUST INC 175 NORTH BEACON STREET WATERTOWN MA 02472 208038262 GEN SUPPORT MA 501(C)(3) 11A N/A false JOHN MILTON SOCIETY FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 135562284 GEN SUPPORT MA 501(C)(3) 11A PERKINS SCHL true false false true false false false false false false false false false false false true false true false false