BELMONT HILL SCHOOL INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BELMONT HILL SCHOOL INC (EIN 04-2103870)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-19
- IRS object ID
- 202540519349300614
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-19T09:44:55-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELMONT HILL SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELM | BusinessNameControlTxt |
| Phone | 6174844410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Prospect Street | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024782662 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Bounty | PersonNm |
| Person Title | Assistant Treasurer | PersonTitleTxt |
| Phone | 6179935313 | PhoneNum |
| Signature | 2025-02-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jay Bounty | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Prospect Street | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,028,608 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.belmonthill.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Belmont Hill School educates boys in mind, body, and spirit to develop men of good character. Our community encourages and challenges students to discover and pursue passions, seek excellence and face adversity with resilience. We cultivate critical thinking and creativity, teamwork and competition, hard work and reflections, tradition and innovation. Valuing our differences and working together, we embrace camaraderie, compassion, and service to others. Our school strives to instill in each boy ethical judgment, a sense of common humanity, and lifelong love of learning. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 260 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | -$299,789 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,957,701 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,241,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,549,629 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,903,305 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,574,333 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,164,017 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,119 | PYOtherRevenueAmt |
| CY Other Revenue | $149,372 | CYOtherRevenueAmt |
| PY Total Revenue | $41,088,782 | PYTotalRevenueAmt |
| CY Total Revenue | $53,458,441 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,356,868 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,667,601 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,611,268 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,209,674 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,755,387 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,630,997 | PYOtherExpensesAmt |
| CY Other Expenses | $15,229,843 | CYOtherExpensesAmt |
| PY Total Expenses | $38,599,133 | PYTotalExpensesAmt |
| CY Total Expenses | $43,107,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,489,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,351,323 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $239,891,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,529,738 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,089,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,327,363 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $198,801,787 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $224,202,375 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Belmont Hill School educates boys in mind, body, and spirit to develop men of good character. Our community encourages and challenges students to discover and pursue passions, seek excellence and face adversity with resilience. We cultivate critical thinking and creativity, teamwork and competition, hard work and reflections, tradition and innovation. Valuing our differences and working together, we embrace camaraderie, compassion, and service to others. Our school strives to instill in each boy ethical judgment, a sense of common humanity, and lifelong love of learning. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,928,441 | ExpenseAmt |
| Grant | $7,597,201 | GrantAmt |
| Revenue | $40,246,015 | RevenueAmt |
| Desc | Educational institutions and related activities: Belmont Hill School's mission is to educate boys in mind, body, and spirit. Our environment of both challenge and support emphasizes strong moral values, honest effort, and responsibility for oneself and community. Valuing difference, Belmont Hill welcomes students from a broad range of backgrounds and experiences. Through shared commitment to the classroom, playing field, studio, and stage, students and teachers forge special bonds. Respecting tradition yet alive to innovation, our structured and rigorous program provides students with clear expectations and consistent encouragement, a framework for growth that honors creativity, teamwork, and competition. Belmont Hill helps students to develop clear thinking and lifelong love of learning; to become sensitive and responsive to the complexities of modern society; to gain the skills, values, and courage to face the future with confidence; to embrace, both now and in later life, a spirit of working together to better the world. Belmont Hill School gives its students a strong, traditionally defined education, in a balanced, well rounded environment. The value of its core curriculum seems to have increased with time. The school's insistence on this traditional framework of excellence, in many ways simple and straightforward, gives the curriculum distinction, and continues to be its first principle in planning for the future. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $525,370 | ExpenseAmt |
| Grant | $70,400 | GrantAmt |
| Revenue | $763,110 | RevenueAmt |
| Desc | Educational institutions and related activities: Educated 830 boys and girls, ages 8 to 18, in a 6 week comprehensive and rigorous summer school or summer camp. Students take courses for remediation, for enrichment, and for academic credit here and at other schools. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $32,453,811 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 120 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 260 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Bounty - Assistant Treasurer | PersonNm |
| Phone | 6179935313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Prospect Street | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024782662 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Gregory J Schneider | |||||||||
| Ronald M. Druker '62 Head of School-Secretary | 50 | 0 | Yes (X) | Yes (X) | $628,111 | $0 | $303,635 | ||
| Beverly Couglin | |||||||||
| Director of Development | 50 | 0 | $387,159 | $0 | $53,090 | Yes (X) | |||
| Jay Bounty | |||||||||
| Assistant Treasurer CFO and Director of Operations | 50 | 0 | Yes (X) | $349,154 | $0 | $59,239 | |||
| Michael Grant | |||||||||
| Assistant Head of School | 50 | 0 | $186,315 | $0 | $155,840 | Yes (X) | |||
| Steve Carr | |||||||||
| Director of Admissions & Enrollment | 50 | 0 | $148,411 | $0 | $117,529 | Yes (X) | |||
| Jay Fritz | |||||||||
| Director of Major and Planned Gifts | 50 | 0 | $189,443 | $0 | $64,233 | Yes (X) | |||
| Donald Bradley | |||||||||
| Head of Upper School | 50 | 0 | $193,834 | $0 | $37,159 | Yes (X) | |||
| Lauren Hamilton | |||||||||
| Director of Middle School | 50 | 0 | $178,878 | $0 | $20,250 | Yes (X) | |||
| Jon Biotti | |||||||||
| President | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| William Achtmeyer | |||||||||
| Vice President | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anthony Ryan | |||||||||
| Treasurer | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sam Bartlett | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Florence Bourgeois | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Chandler | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John Conners | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gretchen Cook-Anderson | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Warren Cross Jr | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carl Dawson | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Groom Dinkneh | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Drucker | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Druker | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jean Egan | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel S Farb | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William Forde | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John Grady Jr | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Hadley | |||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Danielle Heard | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jacqueline Hendrix | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jason Hurd | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Karp | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Kraft | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| George Lynch | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Emmet Lyne | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Todd MacLean | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Madden | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carl Martignetti | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Paul | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Pelmas | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Taggart Romney | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jill Shah | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Brian Shortsleeve | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Herbert Wagner | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,261,305 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $810,975 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Compass Group USA | ||||||
| FLIK | PO Box 417632 | Boston | MA | 02241 | Food Services | $1,241,189 |
| Sodexo Inc and Affiliates | ||||||
| PO Box 360170 | Pittsburgh | PA | 15262 | Food Services | $1,097,327 | |
| Bedford Charter Services | ||||||
| 11 Railroad Avenue | Boston | MA | 01730 | Transportation Services | $773,616 | |
| Compass Facility Services | ||||||
| 65 Jackman Street | Georgetown | MA | 01833 | Custodial Services | $641,120 | |
| FE French Construction | ||||||
| 40 Brighton Street | Belmont | MA | 02478 | Construction Services | $508,029 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $254,615 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $10,987,132 | AllOtherContributionsAmt |
| Noncash Contributions | $628,896 | NoncashContributionsAmt |
| Total Contributions | $11,241,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 900099 | $29,103,390 | $29,103,390 | $0 | $0 |
| Summer Programs | 900099 | $763,110 | $763,110 | $0 | $0 |
| Student Activities | 900099 | $36,805 | $36,805 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,903,305 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,728,086 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$105,217 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,833,303 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $379,975 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $919,823 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$539,848 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$539,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$213,903 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$325,945 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,758,224 | SecuritiesAmt |
| Other | $35,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,357,893 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,400,331 | SecuritiesAmt |
| Other | $35,600 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,435,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,400,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $35,600 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $254,615 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $48,469 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,269 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,269 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $202,142 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $243,982 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,840 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$41,840 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| School BusTransportation | 900099 | $495,347 | $495,347 | $0 | $0 |
| Program and Parent Alumni | 900099 | $200 | $200 | $0 | $0 |
| Insurance Dividends | 900099 | $38,716 | $38,716 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $213,066 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $747,329 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,458,441 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,009,125 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$299,789 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,507,358 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,667,601 | TotalAmt |
| Program Services | $7,667,601 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,461,549 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,034,790 | ManagementAndGeneralAmt |
| Fundraising | $426,759 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,034,742 | TotalAmt |
| Program Services | $9,559,801 | ProgramServicesAmt |
| Management And General | $2,759,691 | ManagementAndGeneralAmt |
| Fundraising | $715,250 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,652 | TotalAmt |
| Program Services | $853,273 | ProgramServicesAmt |
| Management And General | $189,897 | ManagementAndGeneralAmt |
| Fundraising | $58,482 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,584,394 | TotalAmt |
| Program Services | $2,379,979 | ProgramServicesAmt |
| Management And General | $930,049 | ManagementAndGeneralAmt |
| Fundraising | $274,366 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,027,337 | TotalAmt |
| Program Services | $683,562 | ProgramServicesAmt |
| Management And General | $265,463 | ManagementAndGeneralAmt |
| Fundraising | $78,312 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,622 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $87,622 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $92,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,330 | TotalAmt |
| Program Services | $167,330 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,429,563 | TotalAmt |
| Program Services | $1,119,447 | ProgramServicesAmt |
| Management And General | $278,015 | ManagementAndGeneralAmt |
| Fundraising | $32,101 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,353 | TotalAmt |
| Program Services | $21,444 | ProgramServicesAmt |
| Management And General | $49,909 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,504,574 | TotalAmt |
| Program Services | $966,981 | ProgramServicesAmt |
| Management And General | $250,084 | ManagementAndGeneralAmt |
| Fundraising | $287,509 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,160 | TotalAmt |
| Program Services | $263,843 | ProgramServicesAmt |
| Management And General | $328,148 | ManagementAndGeneralAmt |
| Fundraising | $95,169 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,596,645 | TotalAmt |
| Program Services | $2,572,453 | ProgramServicesAmt |
| Management And General | $24,192 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,849 | TotalAmt |
| Program Services | $278,240 | ProgramServicesAmt |
| Management And General | $50,238 | ManagementAndGeneralAmt |
| Fundraising | $24,371 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,222 | TotalAmt |
| Program Services | $73,283 | ProgramServicesAmt |
| Management And General | $134,066 | ManagementAndGeneralAmt |
| Fundraising | $3,873 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,168 | TotalAmt |
| Program Services | $939,168 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,290 | TotalAmt |
| Program Services | $2,564,290 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,854 | TotalAmt |
| Program Services | $80,031 | ProgramServicesAmt |
| Management And General | $424,823 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Student Food Services | $1,630,968 | $1,630,968 | $0 | $0 |
| Entertainment | $913,062 | $165,695 | $157,064 | $590,303 |
| Printing | $356,765 | $84,123 | $166,289 | $106,353 |
| Postage and Membership | $206,854 | $82,356 | $97,609 | $26,889 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,064 | TotalAmt |
| Program Services | $299,943 | ProgramServicesAmt |
| Management And General | $577,471 | ManagementAndGeneralAmt |
| Fundraising | $35,650 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,107,118 | TotalAmt |
| Program Services | $32,453,811 | ProgramServicesAmt |
| Management And General | $7,897,920 | ManagementAndGeneralAmt |
| Fundraising | $2,755,387 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,080,529 | BOYAmt |
| EOY | $22,502,394 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,594,267 | BOYAmt |
| EOY | $7,159,402 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,663 | BOYAmt |
| EOY | $748,027 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,141,283 | BOYAmt |
| EOY | $1,212,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $113,800,546 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,630,152 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,282,075 | BOYAmt |
| EOY | $67,170,394 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,318,464 | BOYAmt |
| EOY | $38,052,365 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,057,922 | BOYAmt |
| EOY | $132,503,875 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,986 | BOYAmt |
| EOY | $179,986 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,891,189 | BOYAmt |
| EOY | $269,529,738 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,531,967 | BOYAmt |
| EOY | $4,734,340 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,197,155 | BOYAmt |
| EOY | $4,222,681 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,360,280 | BOYAmt |
| EOY | $36,370,342 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,089,402 | BOYAmt |
| EOY | $45,327,363 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,712,657 | BOYAmt |
| EOY | $189,859,605 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,089,130 | BOYAmt |
| EOY | $34,342,770 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,801,787 | BOYAmt |
| EOY | $224,202,375 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,891,189 | BOYAmt |
| EOY | $269,529,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,351,323 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,135,346 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$86,081 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,263,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,578,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,286,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,957,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,241,747 | CurrentTaxYearAmt |
| Total | $56,327,282 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,671,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,505,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,854,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,291,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,852,776 | CurrentTaxYearAmt |
| Total | $136,176,178 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,934,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,083,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,140,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,249,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,094,523 | CurrentTaxYearAmt |
| Total | $192,503,460 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $192,503,460 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $423,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $384,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $891,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,728,086 | CurrentTaxYearAmt |
| Total | $3,626,271 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$302,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$442,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$197,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$319,120 | CurrentTaxYearAmt |
| Total | -$1,201,116 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$58,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $693,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,408,966 | CurrentTaxYearAmt |
| Total | $2,425,155 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,055,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,025,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,401,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,942,744 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,503,489 | CurrentTaxYearAmt |
| Total | $194,928,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98756 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99170 | PublicSupportPY509Pct |
| Investment Income CY | 0.01244 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00830 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,252,572 | BeginningYearBalanceAmt |
| Contributions | $7,486,265 | ContributionsAmt |
| Investment Earnings Or Losses | $26,040,635 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,091,723 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $171,687,749 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,310,912 | BeginningYearBalanceAmt |
| Contributions | $4,993,604 | ContributionsAmt |
| Investment Earnings Or Losses | $21,371,144 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,423,088 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $147,252,572 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $162,560,539 | BeginningYearBalanceAmt |
| Contributions | $2,486,390 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,179,562 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,556,455 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $133,310,912 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,814,721 | BeginningYearBalanceAmt |
| Contributions | $2,675,250 | ContributionsAmt |
| Investment Earnings Or Losses | $38,585,956 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,515,388 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $162,560,539 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,766,070 | BeginningYearBalanceAmt |
| Contributions | $1,406,451 | ContributionsAmt |
| Investment Earnings Or Losses | $2,210,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,567,850 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $126,814,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.847 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.121 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.032 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,792,841 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $9,792,841 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $77,210,557 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,984,977 | DepreciationAmt |
| Book Value | $44,225,580 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,615,625 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,120,799 | DepreciationAmt |
| Book Value | $3,494,826 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,752,395 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,975,846 | DepreciationAmt |
| Book Value | $776,549 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $11,429,128 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,548,530 | DepreciationAmt |
| Book Value | $8,880,598 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,170,394 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited Partnership and Alternative Investments | $132,382,675 | F |
| Real Estate | $121,200 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $132,503,875 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $61,885,049 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,135,346 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $1,126,193 | OtherRevenueAmt |
| Revenue Not Reported | $16,261,539 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,623,510 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $167,330 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $7,667,601 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,834,931 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $53,458,441 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,484,461 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,212,274 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,212,274 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,272,187 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $167,330 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,667,601 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,834,931 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,107,118 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The endowment supports the educational mission of the school, by providing support for financial aid for students, faculty compensation and continuing education, school programs and facilities, as well as general support for school operations. |
| Schedule D, Part X, Line 2 | The School accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The School has identified its tax status as a tax-exempt entity as a tax position; however, the School has determined that such tax position does not result in an uncertainty requiring recognition. The School is not currently under examination by any taxing jurisdiction. The School's Federal and state tax returns are generally open for examination for three years following the date filed. |
| Schedule D, Part XI, Line 2d | Other adjustments are expenses which were netted out of revenue. Special events expense $ 48,469, Cost of goods sold $ 243,982, Rental expenses $ 919,823 and the Change in the Value of Split Interest Agreements ($86,081). |
| Schedule D, Part XI, Line 4b | Other adjustments Financial Aid Grants $ 7,667,601. |
| Schedule D, Part XII, Line 2d | Other adjustments are expenses which were netted out of revenue. Special events expense $48,469, Cost of goods sold $243,982, Rental expenses $919,823. |
| Schedule D, Part XII, Line 4b | Other adjustments Financial Aid Grants $7,667,601. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Belmont Hill School publishes its racially non-discriminatory policy annually in the Boston Globe in conjunction with the other local independent schools. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Sawyer Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $254,615 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $222,415 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,200 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,835 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,134 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $254,615 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $222,415 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,200 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,835 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,134 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $48,469 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,269 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Financial Aid for the school year. | 142 | $7,597,201 | $0 | Determined by need |
| Tuition aid and discounts for Summer Program recipients. | 303 | $70,400 | $0 | Tuition discounts |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Financial aid is awarded to students on the basis of financial need in an objective and non-discriminatory manner. To be considered for a financial aid grant for their children, parents must furnish 1. A copy of their most recent federal tax return 2. A completed "Parents Financial Statement" provided by the school and the student service for financial aid (SSS). SSS analyzes the "Parents Financial Statement" then makes a recommendation regarding financial need to the school for its consideration. The school makes determinations of financial aid based upon this information, sometimes adjusted to reflect supplemental information provided by the family. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory J Schneider | ||||||||||||||
| Ronald M. Druker '62 Head of School-Secretary | $435,796 | $0 | $98,415 | $0 | $93,900 | $0 | $26,400 | $0 | $277,235 | $0 | $931,746 | $0 | $0 | $0 |
| Beverly Couglin | ||||||||||||||
| Director of Development | $385,744 | $0 | $1,415 | $0 | $0 | $0 | $39,600 | $0 | $13,490 | $0 | $440,249 | $0 | $0 | $0 |
| Jay Bounty | ||||||||||||||
| Assistant Treasurer CFO and Director of Operations | $324,159 | $0 | $1,415 | $0 | $23,580 | $0 | $33,000 | $0 | $26,239 | $0 | $408,393 | $0 | $0 | $0 |
| Donald Bradley | ||||||||||||||
| Head of Upper School | $181,414 | $0 | $1,398 | $0 | $11,022 | $0 | $22,260 | $0 | $14,899 | $0 | $230,993 | $0 | $0 | $0 |
| Jay Fritz | ||||||||||||||
| Director of Major and Planned Gifts | $187,745 | $0 | $1,398 | $0 | $300 | $0 | $23,748 | $0 | $40,485 | $0 | $253,676 | $0 | $0 | $0 |
| Michael Grant | ||||||||||||||
| Assistant Head of School | $184,918 | $0 | $0 | $0 | $1,397 | $0 | $23,400 | $0 | $132,440 | $0 | $342,155 | $0 | $0 | $0 |
| Lauren Hamilton | ||||||||||||||
| Director of Middle School | $168,750 | $0 | $1,398 | $0 | $8,730 | $0 | $20,250 | $0 | $0 | $0 | $199,128 | $0 | $0 | $0 |
| Steve Carr | ||||||||||||||
| Director of Admissions & Enrollment | $146,873 | $0 | $1,538 | $0 | $0 | $0 | $15,700 | $0 | $101,829 | $0 | $265,940 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Gregory J. Schneider is required to stay on campus to perform his duties as Head of School. Included in Gregory J. Schneider's column D for 2023 is the rental value of his house plus utilities totaling $120,000 along with $22,500 for housekeeping's charge to clean the house. |
| Schedule J, Part I, Line 3 | The Executive Committee of the Board of Trustees sits as a Compensation Committee when it meets in executive session to consider compensation for the Head of School. The Committee reports the results of its deliberation to the Board of Trustees. This process described is also used to determine compensation for other key employees, namely the CFO and Director of Operations and the Director of Development. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Massachusetts Development Finance Agency | ||||||||
| A | 043431814 | 000000000 | 2012-08-09 | $7,423,000 | Advance refund Series 2007 bonds | 0 | 0 | 0 |
| Massachesetts Development Finance Agency | ||||||||
| B | 043431814 | 000000000 | 2017-10-02 | $29,132,000 | Refund of Series A 2012 taxable bonds | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $7,423,000 | $0 | $0 | $0 | $42,858 | $0 | $0 | $0 | $0 | $0 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $0 | $0 | $29,132,000 | $0 | $0 | $0 | $186,677 | $0 | $0 | $0 | $0 | $0 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.0267 | 0.0162 | 0.0429 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.0267 | 0.0162 | 0.0429 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c-08/09/2012 7,423,000 Massachusetts Development Finance Agency | The proceeds were used to advance refund a portion of the School's Series 2007 bonds. By verification report dated August 9, 2012 issued by Causey Demkin & Moore P.C., the yield on the Series 2012B bonds is in excess of the yield of the U.S. Treasury Securities held in escrow to pay the department service requirement of the Series 2007 bonds. Accordingly, the Series 2012B bond is not an "arbitrage bond" under Section 148 of the Internal Revenue Code of 1986, as amended. |
| Schedule K, Part IV, Line 2c-10/02/2017 29,132,000 Massachesetts Development Finance Agency | Rebate computation not performed because bond issue qualified for 6 month exception to rebate under Section 148(f)(4)(B) of the Internal Revenue Service Code of 1986, as amended. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $891,098 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Changes in Pledges | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | -$348,284 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NPV of Pledges | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Prior to filing, the form 990 was reviewed by the Audit Committee of the Board of Trustees and then posted on the trustee portal on the School's website. Trustees were invited to review the form 990 online prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Every year the School sends a conflict of interest questionnaire to trustees, members of trustee committees, and employees with decision making authority. The results of the survey are reviewed by the Audit Committee of the Board of Trustees. |
| Form 990, Part VI, Section B, Line 15 | The Executive Committee of the Board of Trustees sits as a Compensation Committee when it meets in executive session to consider compensation for the Head of School. The Committee reviews comparison compensation data for similar schools. The Committee reports the results of its deliberation to the Board of Trustees. This process described is also used to determine compensation for other officers, namely the Assistant Treasurer/CFO and Director of Operations, and key employees, namely the Director of Development. |
| Form 990, Part VI, Section C, Line 19 | These documents are available to the public on request to the Business Office, Belmont Hill School, Inc. at 350 Prospect Street in Belmont, MA 02478. These documents are also available for public inspection on the website of the Attorney General of the Commonwealth of Massachusetts at http://www.charities.ago.state.ma.us/ and also at Guidestar at http://www2.guidestar.org. |
| Form 990, Part XI, Line 9 | Other changes in net assets equals the change in split interest agreements. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| BH Management LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 024782662 | 273076572 | Real Estate | MA | $96,000 | $171,502 | Belmont Hill School Inc |
| 31 Marsh Street LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 024782662 | 001541208 | Real Estate | MA | $0 | $2,224,370 | Belmont Hill School Inc |
| 130 Marsh Street LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 02478 | Real Estate | MA | $0 | $3,161,720 | Belmont Hill School Inc | |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | An extension was filed. | ExplanationTxt |