DERBY ACADEMY TRUSTEES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DERBY ACADEMY TRUSTEES (EIN 04-2137227)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201313199349305806
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T12:24:53-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043108635 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD MULHERIN & GREENE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 GROVE STREET | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042137227 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DERBY ACADEMY TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DERB | NameControl |
| Phone | 7817490746 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BURDITT AVENUE | AddressLine1 |
| City | HINGHAM | City |
| State | MA | State |
| ZIP Code | 02043 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN COOK | Name |
| Title | TREASURER | Title |
| Phone | 7817490746 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M SNOW | Name |
| PTIN | P00641289 | PTIN |
| Phone | 7813564800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREA ARCHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BURDITT AVENUE | AddressLine1 |
| City | HINGHAM | City |
| State | MA | State |
| ZIP Code | 02043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11712557 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DERBYACADEMY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1784 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | EDUCATION PROGRAMS AND DAY SCHOOL FOR PRE-KINDERGARTEN THROUGH GRADE 8. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 179 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 526371 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 762568 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9101049 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9524171 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 515191 | InvestmentIncomePriorYear |
| Investment Income Current Year | 658457 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 116171 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12877 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10258782 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10958073 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 973632 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1141039 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6150020 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6304726 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 337680 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2394122 | OtherExpensePriorYear |
| Other Expenses Current Year | 2442583 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9517774 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9888348 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 741008 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1069725 | RevenuesLessExpensesCY |
| Total Assets BOY | 22959143 | TotalAssetsBOY |
| Total Assets EOY | 23920532 | TotalAssetsEOY |
| Total Liabilities BOY | 6395843 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6030186 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16563300 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17890346 | NetAssetsOrFundBalancesEOY |
| Mission Description | EDUCATION PROGRAMS AND DAY SCHOOL FOR PRE-KINDERGARTEN THROUGH GRADE 8. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7545719 | Expense |
| Grants | 1141039 | Grants |
| Revenue | 9034404 | Revenue |
| Description | INSTRUCTION AND STUDENT ACTIVITIES FOR APPROXIMATELY 330 STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 8. ACHIEVEMENTS INCLUDE ACADEMIC ADVANCEMENT TO THE NEXT GRADE LEVEL FOR ALL STUDENTS, SOCIAL DEVELOPMENT THROUGH CLASSROOM ACTIVITIES, TEAM SPORTS, PERFORMING ARTS, FAMILIY STYLE LUNCHES, AND DEVELOPMENT OF THE INTELLECTUAL CURIOSITY OF EACH STUDENT USING THIER LEARNING STYLE TO GUIDE THE PROCESS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 304604 | Expense |
| Revenue | 489767 | Revenue |
| Description | SUMMER PROGRAMS FOR ARTS, EDUCATION AND ACTIVITIES SERVING APPROXIMATELY 240 STUDENTS. ACHIEVEMENTS INCLUDE DEVELOPMENT OF STUDENT ABILITIES IN PERFORMING ARTS, CREATIVE CRAFT, ATHLETICS, SCIENTIFIC EXPLORATION AND OUTDOOR ACTIVITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7850323 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 179 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYN MITCHELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7817490746 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BURDITT AVENUE | AddressLine1 |
| City | HINGHAM | City |
| State | MA | State |
| ZIP Code | 020431846 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANDREA ARCHER | |||||||
| HEAD OF SCHOOL | 45.00 | X | X | 215774 | 0 | 93972 | |
| WALTER SULLIVAN | |||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| JONATHAN COOK | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| ROBERT CRAWFORD | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| MICHAEL BARRON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN BLAIR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARIA MURPHY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CATHERINE CANTILLON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK CLAYTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WENDY ELLISON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAZEN ENEYNI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD MAHER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL MCCARRON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER WILLIAMS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANNE FLEMING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHLEEN GARVEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN ROY HERZFELDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK JONES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HUGH KELLY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEARIN LEWIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RUSSELL MACPHERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN MITCHELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAUREEN PACE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEIGH SCHWARTZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEOFFREY THEOBALD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOUGLAS SHROPSHIRE | |||||||
| CFO, ASSISTANT TREASURER | 45.00 | X | 135263 | 0 | 34294 | ||
| JOHN HOUGHTON | |||||||
| HEAD UPPER/MIDDLE SCHOOL | 45.00 | 126861 | 0 | 25123 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 477898 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 153389 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 1402 YORK ROAD | LUTHERVILLE | MD | 21093 | FOOD SERVICES | 288411 |
| PROSPECT BUILDING SERVICES | |||||
| 360 PEARL STREET | MALDEN | MA | 02148 | CUSTODIAL SERVICE | 160758 |
| JOSEPH INGLE BUS SERVICES | |||||
| 577 CIRCUIT STREET | HANOVER | MA | 02339 | SCHOOL BUS SERVICE | 153966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 170193 | FundraisingEvents |
| All Other Contributions | 592375 | AllOtherContributions |
| Total Contributions | 762568 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUTION AND FEES | 611110 | 9271646 | 9271646 |
| STUDENT SUPPORT SERVICES | 611110 | 252525 | 252525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9524171 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 227378 | TotalRevenueColumn |
| Exclusion | $227,378 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1144187 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 713108 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 431079 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 431079 | TotalRevenueColumn |
| Exclusion | $431,079 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7890 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 170193 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 41376 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -33486 | TotalRevenueColumn |
| Exclusion | -$33,486 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 46363 | TotalRevenueColumn |
| Related Or Exempt Function Income | 46363 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 46363 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10958073 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9570534 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $624,971 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1141039 | Total |
| Program Services | 1141039 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485449 | Total |
| Program Services | 31472 | ProgramServices |
| Management And General | 453977 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4613012 | Total |
| Program Services | 3631224 | ProgramServices |
| Management And General | 769976 | ManagementAndGeneral |
| Fundraising | 211812 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315834 | Total |
| Program Services | 248495 | ProgramServices |
| Management And General | 53065 | ManagementAndGeneral |
| Fundraising | 14274 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509174 | Total |
| Program Services | 449505 | ProgramServices |
| Management And General | 36396 | ManagementAndGeneral |
| Fundraising | 23273 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381257 | Total |
| Program Services | 279130 | ProgramServices |
| Management And General | 85782 | ManagementAndGeneral |
| Fundraising | 16345 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15500 | Total |
| Program Services | 15500 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40205 | Total |
| Program Services | 40205 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70121 | Total |
| Management And General | 70121 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 553230 | Total |
| Program Services | 479073 | ProgramServices |
| Management And General | 63971 | ManagementAndGeneral |
| Fundraising | 10186 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157364 | Total |
| Program Services | 137742 | ProgramServices |
| Management And General | 16205 | ManagementAndGeneral |
| Fundraising | 3417 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 554052 | Total |
| Program Services | 484319 | ProgramServices |
| Management And General | 56979 | ManagementAndGeneral |
| Fundraising | 12754 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5452 | Total |
| Management And General | 5452 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79010 | Total |
| Program Services | 62659 | ProgramServices |
| Management And General | 11259 | ManagementAndGeneral |
| Fundraising | 5092 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80674 | Total |
| Program Services | 68573 | ProgramServices |
| Management And General | 8067 | ManagementAndGeneral |
| Fundraising | 4034 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447193 | Total |
| Program Services | 380114 | ProgramServices |
| Management And General | 44719 | ManagementAndGeneral |
| Fundraising | 22360 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 292347 | 281804 | 7456 | 3087 |
| BUS TRANSPORTATION | 59258 | 59258 | ||
| OTHER EXPENSES | 54094 | 38949 | 15145 | |
| DUES & SUBSCRIPTIONS | 16797 | 14067 | 1775 | 955 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17286 | Total |
| Program Services | 7195 | ProgramServices |
| Fundraising | 10091 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9888348 | Total |
| Program Services | 7850323 | ProgramServices |
| Management And General | 1700345 | ManagementAndGeneral |
| Fundraising | 337680 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59504 | BOY |
| EOY | 68832 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2984481 | BOY |
| EOY | 3265096 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21693 | BOY |
| EOY | 49935 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63361 | BOY |
| EOY | 75893 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340207 | BOY |
| EOY | 335931 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16528767 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5847000 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10751961 | BOY |
| EOY | 10681767 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8737936 | BOY |
| EOY | 9443078 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22959143 | BOY |
| EOY | 23920532 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 484589 | BOY |
| EOY | 512571 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3763801 | BOY |
| EOY | 3489257 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2147453 | BOY |
| EOY | 2028358 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6395843 | BOY |
| EOY | 6030186 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11730578 | BOY |
| EOY | 12780114 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2933708 | BOY |
| EOY | 3203811 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1899014 | BOY |
| EOY | 1906421 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16563300 | BOY |
| EOY | 17890346 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22959143 | BOY |
| EOY | 23920532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1069725 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 257321 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8737936 | BeginningOfYearBalance |
| Contributions | 7220 | Contributions |
| Investment Earnings Or Losses | 911951 | InvestmentEarningsOrLosses |
| Other Expenditures | 214029 | OtherExpenditures |
| End Of Year Balance | 9443078 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8760149 | BeginningOfYearBalance |
| Contributions | 7360 | Contributions |
| Investment Earnings Or Losses | -22540 | InvestmentEarningsOrLosses |
| Other Expenditures | 7033 | OtherExpenditures |
| End Of Year Balance | 8737936 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7152863 | BeginningOfYearBalance |
| Contributions | 23203 | Contributions |
| Investment Earnings Or Losses | 1609251 | InvestmentEarningsOrLosses |
| Other Expenditures | 25168 | OtherExpenditures |
| End Of Year Balance | 8760149 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5878232 | BeginningOfYearBalance |
| Contributions | 566673 | Contributions |
| Investment Earnings Or Losses | 707958 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7152863 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6224982 | BeginningOfYearBalance |
| Contributions | 498243 | Contributions |
| Investment Earnings Or Losses | -844993 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5878232 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.46000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.20000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84850 | OtherCostOrOtherBasis |
| Book Value | 84850 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14863795 | OtherCostOrOtherBasis |
| Depreciation | 4954346 | Depreciation |
| Book Value | 9909449 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 639596 | OtherCostOrOtherBasis |
| Depreciation | 453118 | Depreciation |
| Book Value | 186478 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 940526 | OtherCostOrOtherBasis |
| Depreciation | 439536 | Depreciation |
| Book Value | 500990 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10681767 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11256770 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 257321 | NetUnrealizedGainsInvestments |
| Other Revenues | 41376 | OtherRevenues |
| Revenue Not Rptd F990 | 298697 | RevenueNotRptdF990 |
| Revenue Subtotal | 10958073 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10958073 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9929724 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 41376 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 41376 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9888348 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9888348 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUND IS USED TO SUPPORT OPERATIONS, INCLUDING FACULTY COSTS AND FINANCIAL AID. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ACADEMY TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ACADEMY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ACADEMY HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ACADEMY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ACADEMY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 41,376. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 41,376. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | IN ALL BROCHURES, HANDBOOK AND PUBLICATIONS USED BY THE SCHOOL, A STATEMENT IS INCLUDED. ALSO, AN ANNUAL STATEMENT APPEARS IN THE BOSTON GLOBE NEWSPAPER SPONSORED BY THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 178083 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 170193 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7890 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 41376 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 178083 | GrossReceiptsTotal |
| Charitable Contributions Total | 170193 | CharitableContributionsTotal |
| Gross Revenue Total Events | 7890 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 41376 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 41376 | DirectExpenseSummaryEvents |
| Net Income Summary | -33486 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID FOR ATTENDING STUDENTS | TypeOfGrant |
| Number Of Recipients | 54 | NumberOfRecipients |
| Amount Of Cash Grant | 1141039 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PT 1 LINE 2 | Identifier |
| Explanation | STUDENT FINANCIAL AID IS AVAILABLE TO FAMILIES BASED ON A DEMONSTRATED FINANCIAL NEED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA ARCHER | ||||||||||||||
| HEAD OF SCHOOL | 215774 | 0 | 0 | 0 | 0 | 0 | 17261 | 0 | 76711 | 0 | 309746 | 0 | 0 | 0 |
| DOUGLAS SHROPSHIRE | ||||||||||||||
| CFO, ASSISTANT TREASURER | 135263 | 0 | 0 | 0 | 0 | 0 | 10821 | 0 | 23473 | 0 | 169557 | 0 | 0 | 0 |
| JOHN HOUGHTON | ||||||||||||||
| HEAD UPPER/MIDDLE SCHOOL | 126861 | 0 | 0 | 0 | 0 | 0 | 10149 | 0 | 14974 | 0 | 151984 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE WHO THEN PRESENTS THE FORM 990 TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. EACH TRUSTEE RECEIVES A COPY OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH NEW TRUSTEE BEFORE THEY ARE ELECTED. ON AN ANNUAL BASIS, EACH TRUSTEE IS REQUIRED TO COMPLETE AND SIGN A STATEMENT DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST AS REQUIRED BY THE POLICY. ANY CONFLICTS DISCLOSED ARE REPORTED TO THE FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEWS COMPARABLE DATA AND APPROVES COMPENSATION VIA LETTERS OF APPOINTMENT TO THESE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ACADEMY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |