BELMONT HILL SCHOOL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BELMONT HILL SCHOOL INC (EIN 04-2103870)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201320469349301902
- Schema version
- 2011v1.2
- 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 K
- Schedule K
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T09:46:58-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103870 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELMONT HILL SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BELM | NameControl |
| Phone | 6174844410 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Prospect Street | AddressLine1 |
| City | Belmont | City |
| State | MA | State |
| ZIP Code | 024782662 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jay Bounty | Name |
| Title | Assistant Treasurer | Title |
| Phone | 6179935313 | Phone |
| Date Signed | 2013-02-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jay Bounty | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Belmont Hill School | AddressLine1 |
| Address Line2 | 350 Prospect Street | AddressLine2 |
| City | Belmont | City |
| State | MA | State |
| ZIP Code | 024782662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54494654 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.belmonthill.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Belmont Hill is a community dedicated to developing boys in mind, body, and spirit. In a school that challenges and supports students in and beyond the classroom, we strive for excellence, honoring clear thinking and creativity, competition and teamwork, tradition and vision. Valuing difference, we seek students, faculty and staff from a broad range of backgrounds who will embrace honest effort, curiosity, courage and compassion. Working together, we seek to foster in each boy good character, commitment to service, global responsibility and a passion for lifelong learning. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 286 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | -192896 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9966307 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9766349 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16665664 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17125361 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2635421 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2235285 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -106903 | OtherRevenuePriorYear |
| Other Revenue Current Year | 75276 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29160489 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29202271 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3160216 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3266893 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12456354 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12212479 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 5546 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1970293 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9245850 | OtherExpensePriorYear |
| Other Expenses Current Year | 9670370 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24867966 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25149742 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4292523 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4052529 | RevenuesLessExpensesCY |
| Total Assets BOY | 128497742 | TotalAssetsBOY |
| Total Assets EOY | 130313372 | TotalAssetsEOY |
| Total Liabilities BOY | 42934976 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42718925 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 85562766 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 87594447 | NetAssetsOrFundBalancesEOY |
| Mission Description | Belmont Hill is a community dedicated to developing boys in mind, body, and spirit. In a school that challenges and supports students in and beyond the classroom, we strive for excellence, honoring clear thinking and creativity, competition and teamwork, tradition and vision. Valuing difference, we seek students, faculty, and staff from a broad range of backgrounds who will embrace honest effort, curiosity, courage, and compassion. Working together, we seek to foster in each boy good character, commitment to service, global responsibility, and a passion for lifelong learning. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18102993 | Expense |
| Grants | 3239321 | Grants |
| Revenue | 15985728 | Revenue |
| Description | 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. (Total of 434 boys with 122 receiving financial aid) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 711303 | Expense |
| Grants | 27572 | Grants |
| Revenue | 1139633 | Revenue |
| Description | Educational institutions and related activities: Educated 591 boys and girls, ages 8 to 18, in a 6 week comprehensive and rigorous summer school. Students take courses for remediation, for enrichment, and for academic credit here and at other schools. Instructional program for another 617 boys and girls, ages 6 to 14, in athletic skills camps and art workshops, one to three weeks in length with emphasis on instruction and skill development. (Total of 1208 students with 281 children receiving financial aid) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 18814296 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 77 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 286 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jay Bounty - Assistant Treasurer | NamePerson |
| Telephone Number | 6179935313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Prospect Street | AddressLine1 |
| City | Belmont | City |
| State | MA | State |
| ZIP Code | 024782662 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Amos Hostetter | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Anthony Ryan | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Arlene Spence | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Carl Martignetti | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Carolyn Peter | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Danielle Heard | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| David Bright | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Frederick Chicos | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Gerald Jordan | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Geraldine Denterlein | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Jason Hurd | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Jeffrey Drucker | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| John Connors III | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| John Connors Jr | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| John Grady | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Jon Biotti | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Jonathan Kraft | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Kevin McCafferty | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Kevin Mundt | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Marilyn McGrath | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Mark Chandler | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Michael Gordon | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Ronald Druker | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Roy Coppedge III | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Ruthanne Fuller | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Scott Gieselman | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Stephen Karp | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Warren Fields | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| William Byrnes | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Richard Ganong | |||||||||
| President | 1 | X | 0 | 0 | 0 | X | |||
| William Achtmeyer | |||||||||
| Vice President | 1 | X | 0 | 0 | 0 | X | |||
| Sandra Fenwick | |||||||||
| Treasurer | 1 | X | 0 | 0 | 0 | X | |||
| Emmett Lyne | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Linda Isner | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Mark Wolpow | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Richard Melvoin | |||||||||
| Secretary Head of School | 50 | X | 367802 | 0 | 104008 | X | X | ||
| Jay Bounty | |||||||||
| CFO and Director of Operations Assistant Treasurer | 50 | 203143 | 0 | 29074 | X | X | |||
| Beverly Coughlin | |||||||||
| Dir of Development | 50 | 238782 | 0 | 30400 | X | ||||
| Donald Stewart | |||||||||
| Former Faculty Terminated 08-31-11 | 0 | 167739 | 0 | 20413 | X | X | |||
| Deborah Callahan | |||||||||
| Former Dean of Faculty Terminated 6-30-11 | 0.00 | 157897 | 0 | 37129 | X | X | |||
| Michael Grant | |||||||||
| Dean of Studies | 50 | 118867 | 0 | 25571 | X | ||||
| Steven Armstrong | |||||||||
| Asst Head of School | 50 | 110802 | 0 | 100935 | X | ||||
| Donald Bradley | |||||||||
| Head of Upper School | 50 | 104298 | 0 | 94961 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1469330 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 442491 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sodexo Inc and Affiliates | |||||
| PO Box 360170 | Pittsburgh | PA | 15262 | Food Services | 847969 |
| Prospect Building Services Corporation | |||||
| 360 Pearl Street | Malden | MA | 02148 | Custodial Services | 392174 |
| Bedford Charter Service | |||||
| 11 Railroad Avenue | Bedford | MA | 01730 | Transportation for students | 247422 |
| Doug Rancourt Electricians | |||||
| 7 Priscilla Road | Hopkinton | MA | 01748 | Electrical Services | 160819 |
| Four Seasons Air | |||||
| 373 S Willow Street 331 | Manchester | NH | 03103 | Heat and Ventilation Work | 115675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 153905 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 9612444 | AllOtherContributions |
| Noncash Contributions | 1107781 | NoncashContributions |
| Total Contributions | 9766349 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 900099 | 15945067 | 15945067 | 0 | $0 |
| Summer programs | 900099 | 1139633 | 1139633 | 0 | $0 |
| Student Activities | 900099 | 40661 | 40661 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17125361 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 536680 | TotalRevenueColumn |
| Related Or Exempt Function Income | 534243 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,437 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 156 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 199799 | Real |
| Personal | 302082 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 725736 | Real |
| Personal | 104271 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -525937 | Real |
| Personal | 197811 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -328126 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -192896 | UnrelatedBusinessRevenue |
| Exclusion | -$135,230 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25725253 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24026804 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1698449 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1698449 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1698449 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 86927 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 153905 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 76324 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10603 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,603 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 403737 | GrossSalesOfInventory |
| Cost Of Goods Sold | 359248 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44489 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44489 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| School bus transportation | 900099 | 236380 | 236380 | 0 | $0 |
| Prior year returns | 900099 | 42042 | 42042 | 0 | $0 |
| Programs for parents and alumni | 900099 | 35753 | 35753 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34135 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34135 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 348310 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29202271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19751008 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -192896 | UnrelatedBusinessRevenue |
| Exclusion | -$122,190 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3266893 | Total |
| Program Services | 3266893 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860893 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 596343 | ManagementAndGeneral |
| Fundraising | 264550 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8291830 | Total |
| Program Services | 6110695 | ProgramServices |
| Management And General | 1634037 | ManagementAndGeneral |
| Fundraising | 547098 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596692 | Total |
| Program Services | 440847 | ProgramServices |
| Management And General | 116754 | ManagementAndGeneral |
| Fundraising | 39091 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1802724 | Total |
| Program Services | 1214720 | ProgramServices |
| Management And General | 432942 | ManagementAndGeneral |
| Fundraising | 155062 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 660340 | Total |
| Program Services | 444954 | ProgramServices |
| Management And General | 158587 | ManagementAndGeneral |
| Fundraising | 56799 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72108 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 72108 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64714 | Total |
| Program Services | 700 | ProgramServices |
| Management And General | 64014 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129877 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 129877 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902684 | Total |
| Program Services | 613611 | ProgramServices |
| Management And General | 199238 | ManagementAndGeneral |
| Fundraising | 89835 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29879 | Total |
| Program Services | 17339 | ProgramServices |
| Management And General | 12540 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417347 | Total |
| Program Services | 262058 | ProgramServices |
| Management And General | 117720 | ManagementAndGeneral |
| Fundraising | 37569 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1808818 | Total |
| Program Services | 1662154 | ProgramServices |
| Management And General | 113589 | ManagementAndGeneral |
| Fundraising | 33075 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153498 | Total |
| Program Services | 107090 | ProgramServices |
| Management And General | 3103 | ManagementAndGeneral |
| Fundraising | 43305 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32203 | Total |
| Program Services | 15564 | ProgramServices |
| Management And General | 12679 | ManagementAndGeneral |
| Fundraising | 3960 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1472818 | Total |
| Program Services | 1472818 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1858282 | Total |
| Program Services | 1709783 | ProgramServices |
| Management And General | 115010 | ManagementAndGeneral |
| Fundraising | 33489 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137954 | Total |
| Program Services | 58801 | ProgramServices |
| Management And General | 79153 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Supplies and equipment | 648813 | 437696 | 93149 | 117968 |
| Student Food Services | 687569 | 687569 | 0 | 0 |
| Printing and publications | 377219 | 104163 | 171435 | 101621 |
| Entertainment | 457399 | 34475 | 64029 | 358895 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419188 | Total |
| Program Services | 152366 | ProgramServices |
| Management And General | 178846 | ManagementAndGeneral |
| Fundraising | 87976 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25149742 | Total |
| Program Services | 18814296 | ProgramServices |
| Management And General | 4365153 | ManagementAndGeneral |
| Fundraising | 1970293 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5092782 | BOY |
| EOY | 6728883 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3526916 | BOY |
| EOY | 4144806 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279370 | BOY |
| EOY | 116594 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50663 | BOY |
| EOY | 71775 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 822733 | BOY |
| EOY | 890860 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58452949 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21449889 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38581211 | BOY |
| EOY | 37003060 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25681535 | BOY |
| EOY | 18234687 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54376040 | BOY |
| EOY | 62996215 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85992 | BOY |
| EOY | 125992 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128497742 | BOY |
| EOY | 130313372 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1873224 | BOY |
| EOY | 1574259 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2903518 | BOY |
| EOY | 2992107 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32075000 | BOY |
| EOY | 32075000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5988000 | BOY |
| EOY | 5988000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95234 | BOY |
| EOY | 89559 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42934976 | BOY |
| EOY | 42718925 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70317038 | BOY |
| EOY | 71814856 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7542097 | BOY |
| EOY | 7869425 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7703631 | BOY |
| EOY | 7910166 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85562766 | BOY |
| EOY | 87594447 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128497742 | BOY |
| EOY | 130313372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4052529 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2020848 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 77852961 | BeginningOfYearBalance |
| Contributions | 4691019 | Contributions |
| Investment Earnings Or Losses | 92070 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3425719 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 79210331 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59853912 | BeginningOfYearBalance |
| Contributions | 9817081 | Contributions |
| Investment Earnings Or Losses | 11771878 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3589910 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 77852961 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50387622 | BeginningOfYearBalance |
| Contributions | 6270635 | Contributions |
| Investment Earnings Or Losses | 6108188 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 2912533 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 59853912 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61650868 | BeginningOfYearBalance |
| Contributions | 4073479 | Contributions |
| Investment Earnings Or Losses | -12602691 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 2734034 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 50387622 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.85 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.1 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5279242 | OtherCostOrOtherBasis |
| Book Value | 5279242 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 41866640 | OtherCostOrOtherBasis |
| Depreciation | 13982614 | Depreciation |
| Book Value | 27884026 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4555587 | OtherCostOrOtherBasis |
| Depreciation | 1772909 | Depreciation |
| Book Value | 2782678 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3829338 | OtherCostOrOtherBasis |
| Depreciation | 3184142 | Depreciation |
| Book Value | 645196 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2922142 | OtherCostOrOtherBasis |
| Depreciation | 2510224 | Depreciation |
| Book Value | 411918 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37003060 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Bond Proceeds Held by Trustee | 2517462 | F |
| Limited Partnerships and Alternative Investments | 60357553 | F |
| Real Estate | 121200 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 62996215 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unamortized Original Issue Premium Bond | Description |
| Amount | $89,559 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 89559 | TotalOfAmounts |
| Total Revenue | 29202271 | TotalRevenue |
| Total Expenses | 25149742 | TotalExpenses |
| Excess Or Deficit For Year | 4052529 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2009938 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$10,910 | OtherAmount |
| Total Adjustments | -2020848 | TotalAdjustments |
| Excess Or Deficit Per FS | 2031681 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25061146 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2009938 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1265579 | OtherRevenues |
| Revenue Not Rptd F990 | -744359 | RevenueNotRptdF990 |
| Revenue Subtotal | 25805505 | RevenueSubtotal |
| Investment Expenses Not Included | 129873 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3266893 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3396766 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29202271 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23029465 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1276489 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1276489 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21752976 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 129873 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3266893 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3396766 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25149742 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | 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. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in value of split interest agreements |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Other adjustments are expenses which were netted out of revenue. Special events Expense $76,324, Cost of Goods Sold $359,248, Rental Expenses $830,007. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Other adjustments Financial Aid Grants $3,266,893. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Other adjustments are expenses which were netted out of revenue. Special events Expense $76,324, Cost of Goods Sold $359,248, Rental Expenses $830,007, and change in Value of Split Interest Agreements $10,910. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Other adjustments Financial Aid Grants $3,266,893. |
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 | SchE_P01_S00_L03 | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | Belmont Hill School publishes its racially non-discriminatory policy annually in the Boston Globe in conjunction with the other local independent schools. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Sawyer Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 187455 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 152595 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34860 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 26105 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7897 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 3745 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Parents Council Jamboree | NameOfEvent2 |
| Gross Receipts Event2 | 44825 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 44825 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 7598 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 21352 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 900 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 445 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 8552 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1310 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 7242 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 1500 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 3712 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1570 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 240832 | GrossReceiptsTotal |
| Charitable Contributions Total | 153905 | CharitableContributionsTotal |
| Gross Revenue Total Events | 86927 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 10598 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 51169 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 10367 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 4190 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 76324 | DirectExpenseSummaryEvents |
| Net Income Summary | 10603 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Financial aid awards for school year. | 122 | 0 | 3239321 | By need | Tuition assistance |
| Tuition discounts for summer programs | 281 | 0 | 27572 | Aid to individuals living in Belmont and by need | Tuition discounts |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| 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" and 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 (7 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Melvoin | |||||||||||||
| 338134 | 0 | 0 | 0 | 29668 | 0 | 22050 | 0 | 65458 | 0 | 455310 | 0 | 0 | |
| Beverly Coughlin | |||||||||||||
| 238782 | 0 | 0 | 0 | 0 | 0 | 24050 | 0 | 6350 | 0 | 269182 | 0 | 0 | |
| Jay Bounty | |||||||||||||
| 186643 | 0 | 0 | 0 | 16500 | 0 | 10375 | 0 | 18699 | 0 | 232217 | 0 | 0 | |
| Steven Armstrong | |||||||||||||
| 110802 | 0 | 0 | 0 | 0 | 0 | 9336 | 0 | 91599 | 0 | 211737 | 0 | 0 | 0 |
| Donald Bradley | |||||||||||||
| 104298 | 0 | 0 | 0 | 0 | 0 | 11850 | 0 | 83112 | 0 | 199260 | 0 | 0 | |
| Deborah Callahan | |||||||||||||
| 157897 | 0 | 0 | 0 | 0 | 0 | 13139 | 0 | 7490 | 0 | 178526 | 0 | 0 | 0 |
| Donald Stewart | |||||||||||||
| 167739 | 0 | 0 | 0 | 0 | 0 | 15391 | 0 | 5022 | 0 | 188152 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Richard I. Melvoin is required to stay on campus to perform his duties as Head of School. Included in Richard I. Melvoin's column D for 2011 is an amount for 5% of the value of his house with utilities totaling $48,000, along with $2960 for housekeeping's charge to clean the house. |
| SchJ_P01_S00_L03 | 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 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 CFO, and key employees, namely the director of development. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKB0 | 2007-02-28 | 985000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKC8 | 2007-02-28 | 1030000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKD6 | 2007-02-28 | 125000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKQ7 | 2007-02-28 | 945000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 988482 | 72807 | 0 | 700968 | 13930 | 0 | 0 | 200777 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 1033641 | 76133 | 0 | 732991 | 14567 | 0 | 0 | 209950 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 125442 | 9240 | 0 | 88955 | 1768 | 0 | 0 | 25479 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 948341 | 69850 | 0 | 672502 | 13365 | 0 | 0 | 192624 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKE4 | 2007-02-28 | 1120000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKF1 | 2007-02-28 | 1185000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKG9 | 2007-02-28 | 1235000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKH7 | 2007-02-28 | 1290000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 1123959 | 82786 | 0 | 797039 | 15839 | 0 | 0 | 228295 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 1189189 | 87590 | 0 | 843296 | 16759 | 0 | 0 | 241544 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 1239366 | 91286 | 0 | 878878 | 17466 | 0 | 0 | 251736 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 1294560 | 95351 | 0 | 918018 | 18244 | 0 | 0 | 262947 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKJ3 | 2007-02-28 | 1350000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKK0 | 2007-02-28 | 1420000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKL8 | 2007-02-28 | 140000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKS3 | 2007-02-28 | 1350000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 1354773 | 99787 | 0 | 960717 | 19092 | 0 | 0 | 275177 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 1425020 | 104961 | 0 | 1010532 | 20082 | 0 | 0 | 289445 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 140495 | 10348 | 0 | 99630 | 1980 | 0 | 0 | 28537 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 1354773 | 99787 | 0 | 960717 | 19092 | 0 | 0 | 275177 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKM6 | 2007-02-28 | 400000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKT1 | 2007-02-28 | 1170000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKN4 | 2007-02-28 | 8960000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RKP9 | 2007-02-28 | 11195000 | Renovations and additions and refund Series 1998 and 2001 bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 401414 | 29566 | 0 | 284657 | 5657 | 0 | 0 | 81534 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 1174136 | 86482 | 0 | 832621 | 16546 | 0 | 0 | 238487 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 7166676 | 662287 | 0 | 6376313 | 126716 | 0 | 0 | 1360 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 0 | 0 | 11234577 | 827489 | 0 | 7966833 | 158324 | 0 | 0 | 2281931 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
| 0 | 0 | 0 | 0 | 0.028 | 0.02 | 0.048 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal of art work | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost of Flowers | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 40 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 442792 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P04_S00_L11a | Form 990, Part IV, Line 11a | Due to the very sensitive, personal and confidential nature of donor information provided on Schedule B, and since Schedule B is not open to public inspection, the organization has made the decision that it will not disclose detailed donor information provided on Schedule B to members of our governing body before filing the final return with the IRS. All other forms and attachments of the return ultimately filed with the IRS are provided to the governing body in advance of filing the return with the IRS. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | John Connors Jr is the father of John Connors III. Both individuals are trustees of the School. |
| F990_P06_S0B_L11b | 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. |
| F990_P06_S0B_L12c | 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. |
| F990_P06_S0B_L15 | 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 CFO, and key employees, namely the Director of Development. |
| F990_P06_S0C_L19 | 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. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Other changes in net assets are the change in split interest agreements ($10,910) and the net unrealized loss on investments ($2,009,938). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| BH Management LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 024782662 | 273076572 | Real Estate | MA | 0 | 5681344 | Belmont Hill School Inc |
| 283 Prospect Street LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 024782662 | 273076677 | Real Estate | MA | 72603 | 1623411 | Belmont Hill School Inc |
| 301 Prospect Street LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 024782662 | 273076723 | Real Estate | MA | 75603 | 2068195 | Belmont Hill School Inc |
| 315 Prospect Street LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 024782662 | 273076773 | Real Estate | MA | 51602 | 1604542 | Belmont Hill School Inc |
| 9 Park Avenue LLC | ||||||||||
| Belmont Hill School Inc | 350 Prospect Street | Belmont | MA | 024782662 | 273076628 | Real Estate | MA | 0 | 1774554 | Belmont Hill School Inc |