NOBLE AND GREENOUGH SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NOBLE AND GREENOUGH SCHOOL (EIN 04-2104784)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-15
- IRS object ID
- 201331969349301158
- Schema version
- 2011v1.5
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T13:03:43-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOBLE AND GREENOUGH SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NOBL | NameControl |
| Phone | 7813263700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CAMPUS DRIVE | AddressLine1 |
| City | DEDHAM | City |
| State | MA | State |
| ZIP Code | 020264099 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RSM MCGLADREY INC | Name |
| Title | BUSINESS MANAGER | Title |
| Phone | 7813263700 | Phone |
| Date Signed | 2013-07-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01434915 | PTIN |
| Phone | 6179129000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT P HENDERSON JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CAMPUS DRIVE | AddressLine1 |
| City | DEDHAM | City |
| State | MA | State |
| ZIP Code | 020264099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66885656 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NOBLES.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1866 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | A SCHOOL THAT PROVIDES INSTRUCTIONAL ACTIVITY TO STUDENTS FROM GRADE 7-12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 584 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 173585 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -93253 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14989504 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12456622 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24263479 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25172095 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2742171 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2464880 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 278078 | OtherRevenuePriorYear |
| Other Revenue Current Year | 259144 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42273232 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40352741 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4507918 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4780044 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17615630 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19389277 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2666076 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11329527 | OtherExpensePriorYear |
| Other Expenses Current Year | 11284527 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33453075 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35453848 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8820157 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4898893 | RevenuesLessExpensesCY |
| Total Assets BOY | 205267470 | TotalAssetsBOY |
| Total Assets EOY | 214679538 | TotalAssetsEOY |
| Total Liabilities BOY | 24583055 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27082160 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 180684415 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 187597378 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NOBLE AND GREENOUGH SCHOOL IS A RIGOROUS ACADEMIC COMMUNITY DEDICATED TO INSPIRING LEADERSHIP FOR THE PUBLIC GOOD. THROUGH MENTORING RELATIONSHIPS, WE MOTIVATE STUDENTS TO ACHIEVE THEIR HIGHEST POTENTIAL AND TO LEAD LIVES CHARACTERIZED BY SERVICE TO OTHERS. THE NOBLE COMMUNITY: GENERATES CRITICAL, CREATIVE, SOCIALLY CONSCIOUS THINKERS; UPHOLDS A COMMITMENT TO DIVERSITY; DEVELOPS CHARACTER AND INTELLECT IN DELIBERATE CONJUNCTION; CULTIVATES PURPOSEFUL CITIZENSHIP ON LOCAL, NATIONAL AND GLOBAL LEVELS; BUILDS INDEPENDENCE AND SELF-RESPECT THROUGH CHALLENGE AND ACHIEVEMENT; ESPOUSES HUMILITY, HUMOR, COLLABORATION, HONESTY AND RESPECT FOR OTHERS AS THE FOUNDATIONS OF A VIBRANT INTELLECTUAL COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 25444355 | Expense |
| Grants | 4757333 | Grants |
| Revenue | 19933415 | Revenue |
| Description | NOBLES & GREENOUGH SCHOOL: INSTRUCTIONAL ACTIVITY TO STUDENTS FROM GRADE 7 TO 12 - 589 STUDENTS, 129 MEMBERS OF FACULTY. FINANCIAL AID IS GRANTED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2879463 | Expense |
| Grants | 22711 | Grants |
| Revenue | 2708377 | Revenue |
| Description | NOBLES DAY CAMP: 8 WEEK PROGRAM FOR THE GREATER BOSTON COMMUNITY - 1,585 CAMPERS, 305 COUNSELORS. CAMPERSHIP GRANTED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 160650 | Expense |
| Revenue | 189058 | Revenue |
| Description | UPWARD BOUND PROGRAM: 6 WEEK PROGRAM PROVIDING SUPPLEMENTAL EDUCATION TO ECONOMICALLY DISADVANTAGED STUDENTS FROM NEW ENGLAND - 53 STUDENTS, 24 MEMBERS OF FACULTY AND STAFF. NO COST TO PARTICIPANTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 28484468 | 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 | 1 | 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 | 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 | 0 | 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | 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 | 112 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 584 | 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 | 0 | QuidProQuoContributions |
| 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M GINSBERG BUSINESS MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7813207270 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CAMPUS DRIVE | AddressLine1 |
| City | DEDHAM | City |
| State | MA | State |
| ZIP Code | 020264099 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL J AYOUB | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| SCOTT D FREEMAN | ||||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | X | ||
| KRISTIE GEARY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ELIZABETH M REILLY | ||||||||
| CLERK | 5.00 | X | 0 | 0 | 0 | X | ||
| ROBERT P HENDERSON JR | ||||||||
| HEAD OF SCHOOL | 40.00 | X | 351073 | 0 | 230420 | X | ||
| HALEY C ADAMS | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| EDWARD T ANDERSON | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| TRACY BROWN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| CHARLES L BRYSON JR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARY H DUNNE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| SANDRA M EDGERLEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ROBERT T FREEMAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| C JEFFREY GROGAN | ||||||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| JEANNE L HILSINGER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| GITA V IYER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ANDREW E JANFAZA | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DAVID A KIRSHNER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| LYNNE L PALMER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ERNEST C PARIZEAU | ||||||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | ||
| STARR G PETEET | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JEFFREY M SCHWARTZ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| NICOLE M STATA | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MICHAEL A VANCE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DENISE DUPRE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| KEVIN MARONI | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARZUQ MUHAMMED | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN T GIFFORD | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | 219985 | 0 | 42280 | X | |||
| STEPHEN M GINSBERG | ||||||||
| BUSINESS MANAGER | 40.00 | 184897 | 0 | 37663 | X | |||
| GEORGE MALEY | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 175304 | 0 | 42868 | X | |||
| DANIEL WEIR | ||||||||
| COO | 40.00 | 142106 | 0 | 24313 | X | |||
| JENNIFER HINES | ||||||||
| DEAN OF ENROLLMENT MANAGEMENT | 40.00 | 136995 | 0 | 23996 | X | |||
| ERIKA GUY | ||||||||
| DEAN OF STUDENTS | 40.00 | 138814 | 0 | 30259 | X | |||
| BEN M SNYDER | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 135893 | 0 | 45253 | X | |||
| WILLIAM BUSSEY | ||||||||
| PROVOST | 40.00 | 134499 | 0 | 62392 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1619566 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 539444 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 |
|---|---|---|---|---|---|
| SHAWMUT DESIGN AND CONSTRUCTION | |||||
| 560 HARRISON AVENUE | BOSTON | MA | 02118 | CONSTRUCTION | 17061267 |
| FLIK INTERNATIONAL CORP COMPASS GROUP U | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICE | 1204433 |
| SUBURBAN CONTRACT CLEANING INC | |||||
| PO BOX 850914 | BRAINTREE | MA | 02185 | JANITORIAL SERVICES | 501986 |
| ARCHITERRA INC | |||||
| 68 LONG WHARF | BOSTON | MA | 02110 | ARCHITECTURAL SERVICES | 425435 |
| CHARTWELLS ED DINING SERVICES | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | CATERING/FOOD SERVICES | 209623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| All Other Contributions | 12456622 | AllOtherContributions |
| Noncash Contributions | 530105 | NoncashContributions |
| Total Contributions | 12456622 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 22144761 | 22144761 |
| SUMMER CAMP | 611600 | 2708377 | 2708377 |
| UPWARD BOUND | 611710 | 189058 | 189058 |
| SALE OF TEXTBOOKS & RE | 611710 | 94244 | 94244 |
| ADMISSIONS APPLICATION | 611600 | 35655 | 35655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25172095 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1973194 | TotalRevenueColumn |
| Unrelated Business Revenue | -4061 | UnrelatedBusinessRevenue |
| Exclusion | $1,977,255 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51322 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51106 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 216 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 216 | TotalRevenueColumn |
| Exclusion | $216 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26967110 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26102112 | Securities |
| Other | 373312 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 864998 | Securities |
| Other | -373312 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 491686 | TotalRevenueColumn |
| Exclusion | $491,686 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 9544 | GrossSalesOfInventory |
| Cost Of Goods Sold | 6385 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3159 | TotalRevenueColumn |
| Exclusion | $3,159 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| SPORT ASSOCIATIONS | 532000 | 100046 | 100046 | |
| SERVICES TO THIRD PART | 722320 | 77305 | 77305 | |
| FINANCE CHARGES | 900099 | 24470 | $24,470 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53948 | TotalRevenueColumn |
| Related Or Exempt Function Income | 53653 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 295 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 255769 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40352741 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25225748 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 173585 | UnrelatedBusinessRevenue |
| Exclusion | $2,496,786 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4780044 | Total |
| Program Services | 4780044 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1286533 | Total |
| Program Services | 327861 | ProgramServices |
| Management And General | 629088 | ManagementAndGeneral |
| Fundraising | 329584 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14384027 | Total |
| Program Services | 12613215 | ProgramServices |
| Management And General | 828538 | ManagementAndGeneral |
| Fundraising | 942274 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1360401 | Total |
| Program Services | 1164383 | ProgramServices |
| Management And General | 93458 | ManagementAndGeneral |
| Fundraising | 102560 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1253773 | Total |
| Program Services | 1136310 | ProgramServices |
| Management And General | 44756 | ManagementAndGeneral |
| Fundraising | 72707 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1104543 | Total |
| Program Services | 919297 | ProgramServices |
| Management And General | 97004 | ManagementAndGeneral |
| Fundraising | 88242 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12217 | Total |
| Management And General | 12217 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77359 | Total |
| Management And General | 77359 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514662 | Total |
| Program Services | 33973 | ProgramServices |
| Management And General | 480689 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1358021 | Total |
| Program Services | 1289729 | ProgramServices |
| Management And General | 22674 | ManagementAndGeneral |
| Fundraising | 45618 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53524 | Total |
| Program Services | 52243 | ProgramServices |
| Fundraising | 1281 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1164577 | Total |
| Program Services | 674297 | ProgramServices |
| Management And General | 244430 | ManagementAndGeneral |
| Fundraising | 245850 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259116 | Total |
| Program Services | 142446 | ProgramServices |
| Management And General | 83051 | ManagementAndGeneral |
| Fundraising | 33619 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2713129 | Total |
| Program Services | 1609904 | ProgramServices |
| Management And General | 827419 | ManagementAndGeneral |
| Fundraising | 275806 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264888 | Total |
| Program Services | 232955 | ProgramServices |
| Fundraising | 31933 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82459 | Total |
| Program Services | 82459 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2484180 | Total |
| Program Services | 1670638 | ProgramServices |
| Management And General | 747043 | ManagementAndGeneral |
| Fundraising | 66499 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256277 | Total |
| Program Services | 174268 | ProgramServices |
| Management And General | 76883 | ManagementAndGeneral |
| Fundraising | 5126 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| DEVELOPMENT EXPENSE | 490155 | 65836 | 424319 |
| ARCHIEVE EXPENSE | 267462 | 267462 | |
| STUDENT ACTIVITIES | 194111 | 194111 | |
| ATHLETICS | 178149 | 178149 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914241 | Total |
| Program Services | 874888 | ProgramServices |
| Management And General | 38695 | ManagementAndGeneral |
| Fundraising | 658 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35453848 | Total |
| Program Services | 28484468 | ProgramServices |
| Management And General | 4303304 | ManagementAndGeneral |
| Fundraising | 2666076 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8055811 | BOY |
| EOY | 16117797 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17944599 | BOY |
| EOY | 3451769 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8598159 | BOY |
| EOY | 6470508 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 643946 | BOY |
| EOY | 520086 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62554 | BOY |
| EOY | 59436 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141796 | BOY |
| EOY | 189191 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990855 | BOY |
| EOY | 726191 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 106880311 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24268416 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64686220 | BOY |
| EOY | 82611895 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35842918 | BOY |
| EOY | 40391257 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68104122 | BOY |
| EOY | 63965782 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196490 | BOY |
| EOY | 175626 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205267470 | BOY |
| EOY | 214679538 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5413474 | BOY |
| EOY | 5782240 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8985206 | BOY |
| EOY | 9592574 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10184375 | BOY |
| EOY | 10087051 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1620295 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24583055 | BOY |
| EOY | 27082160 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87351660 | BOY |
| EOY | 92586783 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37074881 | BOY |
| EOY | 39318550 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56257874 | BOY |
| EOY | 55692045 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180684415 | BOY |
| EOY | 187597378 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205267470 | BOY |
| EOY | 214679538 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4898893 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2014070 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 21945 | RevenuesIncluded |
| Assets In Part X | 638928 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | EXHIBITION FOR COM. MEETINGS | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 94576543 | BeginningOfYearBalance |
| Contributions | 1965913 | Contributions |
| Investment Earnings Or Losses | 6848442 | InvestmentEarningsOrLosses |
| Other Expenditures | 4120000 | OtherExpenditures |
| Administrative Expenses | 466085 | AdministrativeExpenses |
| End Of Year Balance | 98804813 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 84711720 | BeginningOfYearBalance |
| Contributions | 2430764 | Contributions |
| Investment Earnings Or Losses | 11989106 | InvestmentEarningsOrLosses |
| Other Expenditures | 4024044 | OtherExpenditures |
| Administrative Expenses | 531003 | AdministrativeExpenses |
| End Of Year Balance | 94576543 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80644311 | BeginningOfYearBalance |
| Contributions | 2650154 | Contributions |
| Investment Earnings Or Losses | 5627818 | InvestmentEarningsOrLosses |
| Other Expenditures | 4210563 | OtherExpenditures |
| End Of Year Balance | 84711720 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 90499081 | BeginningOfYearBalance |
| Contributions | 267032 | Contributions |
| Investment Earnings Or Losses | -6101802 | InvestmentEarningsOrLosses |
| Other Expenditures | 4020000 | OtherExpenditures |
| End Of Year Balance | 80644311 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15630 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.29720 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99821799 | OtherCostOrOtherBasis |
| Depreciation | 21494658 | Depreciation |
| Book Value | 78327141 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6023794 | OtherCostOrOtherBasis |
| Depreciation | 2773758 | Depreciation |
| Book Value | 3250036 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1034718 | OtherCostOrOtherBasis |
| Book Value | 1034718 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 82611895 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SPLIT INTEREST AGREEMENTS | 4929646 | F |
| ALTERNATIVE INVESTMENTS | 58383531 | F |
| CASH AND CASH EQUIVALENTS | 652605 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 63965782 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITY UNDER SPLIT INTEREST AGREEMENTS | Description |
| Amount | $1,620,295 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1620295 | TotalOfAmounts |
| Total Revenue | 40352741 | TotalRevenue |
| Total Expenses | 35453848 | TotalExpenses |
| Excess Or Deficit For Year | 4898893 | ExcessOrDeficitForYear |
| Other | $2,014,070 | OtherAmount |
| Total Adjustments | 2014070 | TotalAdjustments |
| Excess Or Deficit Per FS | 6912963 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 44820269 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4048414 | NetUnrealizedGainsInvestments |
| Other Revenues | 148960 | OtherRevenues |
| Revenue Not Rptd F990 | 4197374 | RevenueNotRptdF990 |
| Revenue Subtotal | 40622895 | RevenueSubtotal |
| Other Revenues Not Included | -270154 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -270154 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 40352741 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 37907306 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2614107 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2614107 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35293199 | ExpensesSubtotal |
| Other Expenses Not Included | 160649 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 160649 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35453848 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES EXCEPT FOR NET REVENUE FROM UNRELATED BUSINESS ACTIVITIES. THE SCHOOL FOLLOWS FASB ASC 740, "INCOME TAXES," WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THE SCHOOL HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. THE SCHOOL WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENTS STATED AT FAIR MARKET VALUE 4,048,414. CHANGE IN VALUE OF LIFE INCOME FUNDS 148,960. PROVISION FOR UNCOLLECTIBLE ACCOUNTS -2,183,304. TOTAL TO SCHEDULE D, PART XI, LINE 8: 2,014,070. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 148,960. UPWARD BOUND | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES, REPORTED ON PAGE 1, LINE 6B -51,106. COSTS OF GOODS SOLD, REPORTED ON PAGE 1, LINE 10B -6,385. LOSS OF DISPOSAL OF FIXED ASSETS -373,312. GROSS UPWARD BOUND REVENUE NETTED WITH EXPENSES ON AUDITED FS 160,649. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES, REPORTED ON PAGE 1, LINE 6B 51,106. COSTS OF GOODS SOLD, REPORTED ON PAGE 1, LINE 10B 6,385. LOSS ON DISPOSAL OF FIXED ASSETS 373,312. PROVISION FOR UNCOLLECTIBLE ACCOUNTS 2,183,304. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GROSS UPWARD BOUND REVENUE NETTED WITH EXPENSES ON AUDITED FS 160,649. |
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 | IT IS THE POLICY OF NOBLE & GREENOUGH SCHOOL TO ADMIT STUDENTS OF ANY RACE, COLOR, AND NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO THE STUDENTS AT THE SCHOOL, AND IT IS THE POLICY OF THE SCHOOL NOT TO DISCRIMINATE ON THE BASIS OF RACE IN ADMINISTRATION OF ITS EDUCATION POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINSTERED PROGRAM. THE CATALOUGE OF THE SCHOOL MAKES SUBSTANTIALLY THE SAME STATEMENT. THE SCHOOL ANNUALLY PUBLISHED THE SAME STATEMENT IN A MAJOR BOSTON NEWSPAPER AS A LISTED MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE). | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIP | 124 | 3705699 |
| TUITION REMISSION | 31 | 1051634 |
| CAMPERSHIP | 32 | 22711 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: NOBLE AND GREENOUGH SCHOOL USES THE PRINCIPLES AND NEEDS ANALYSIS SYSTEM OF THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) TO DETERMINE THE FINANCIAL ASSISTANCE AWARDS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. EACH FAMILY SUBMITS A PARENTS' FINANCIAL STATEMENT (PFS) FOR PROCESSING TO SSS. BASED ON THE FINANCIAL INFORMATION PROVIDED BY THE FAMILY, SSS SENDS NOBLE AND GREENOUGH SCHOOL AN ESTIMATED AMOUNT THAT THE FAMILY CAN CONTRIBUTE TO EDUCATIONAL EXPENSES. USING ESTIMATIONS FROM SSS AND INFORMATION IN TAX DOCUMENTS, THE FINANCIAL ASSISTANCE COMMITTEE DETERMINES THE AMOUNT OF ASSISTANCE OFFERED BY NOBLE AND GREENOUGH SCHOOL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT P HENDERSON JR | |||||||||||||
| 338535 | 0 | 0 | 0 | 12538 | 0 | 85777 | 0 | 144643 | 0 | 581493 | 0 | 0 | 0 |
| JOHN T GIFFORD | |||||||||||||
| 210112 | 0 | 0 | 0 | 9873 | 0 | 23925 | 0 | 18355 | 0 | 262265 | 0 | 0 | 0 |
| STEPHEN M GINSBERG | |||||||||||||
| 176059 | 0 | 0 | 0 | 8838 | 0 | 20167 | 0 | 17496 | 0 | 222560 | 0 | 0 | 0 |
| GEORGE MALEY | |||||||||||||
| 170001 | 0 | 0 | 0 | 5303 | 0 | 20031 | 0 | 22837 | 0 | 218172 | 0 | 0 | 0 |
| DANIEL WEIR | |||||||||||||
| 140162 | 0 | 0 | 0 | 1944 | 0 | 15547 | 0 | 8766 | 0 | 166419 | 0 | 0 | 0 |
| JENNIFER HINES | |||||||||||||
| 135981 | 0 | 0 | 0 | 1014 | 0 | 15132 | 0 | 8864 | 0 | 160991 | 0 | 0 | 0 |
| ERIKA GUY | |||||||||||||
| 136833 | 0 | 0 | 0 | 1981 | 0 | 15107 | 0 | 15152 | 0 | 169073 | 0 | 0 | 0 |
| BEN M SNYDER | |||||||||||||
| 134438 | 0 | 0 | 0 | 1455 | 0 | 15107 | 0 | 30146 | 0 | 181146 | 0 | 0 | 0 |
| WILLIAM BUSSEY | |||||||||||||
| 133347 | 0 | 0 | 0 | 1152 | 0 | 14867 | 0 | 47525 | 0 | 196891 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | AVAILABILITY OF HOUSING IS AT THE DISCRETION OF THE HEAD OF SCHOOL. THE SCHOOL IS CONSIDERING A WRITTEN POLICY STATING THAT FACT. |
| PART I, LINE 4B | THE SCHOOL HAS A DEFERRED COMPENSATION PLAN FOR THE HEADMASTER OF THE SCHOOL, ROBERT P. HENDERSON, JR. THE PLAN REQUIRES A MONTHLY CONTRIBUTION BY THE SCHOOL OF 16% OF THE HEADMASTER'S GROSS CASH SALARY PAID FOR THE PREVIOUS MONTHS. PLAN FUNDS REMAIN THE PROPERTY OF THE SCHOOL UNTIL THEY ARE DISTRIBUTED. THE EMPLOYER CONTRIBUTION FOR THE YEAR ENDED AUGUST 31, 2012 TOTALED $57,330. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| CUSIP Number | 57583UDY7 | CUSIPNumber |
| Date Issued | 2011-06-09 | DateIssued |
| Issue Price | 10206399 | IssuePrice |
| Description Of Purpose | RENOVATION AND CONSTRUCTION OF SCHOOL FACILITIES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 10206399 | TotalProceeds |
| Issuance Costs From Proceeds | 203928 | IssuanceCostsFromProceeds |
| Capital Expenditures | 10002471 | CapitalExpenditures |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 63 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 508160 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | RARE BOOKS | Description |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 21945 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPORTED IS BASED ON THE NUMBER OF CONTRIBUTION/GIFT ITEMS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES IS NOTIFIED VIA EMAIL THAT A PUBLIC DISCLOSURE COPY OF THE FORM 990 IS ACCESSIBLE ON THE NOBLES TRUSTEE WEBSITE. TRUSTEES ARE EXPECTED TO REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL'S CONFLICT OF INTEREST POLICY IS MAILED TO ALL OFFICERS, DIRECTORS AND TRUSTEES, AND REVIEWED ORALLY AT THE FIRST BOARD MEETING OF EACH SCHOOL YEAR. ALL OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO SIGN A DOCUMENT INDICATING THEY HAVE READ AND UNDERSTAND THE SCHOOL'S CONFLICT OF INTEREST POLICY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST EITHER BEFORE OR DURING THE FIRST BOARD MEETING OF EACH SCHOOL YEAR. THE COMMITTEE CONSISTING OF TRUSTEES REVIEWS ALL DISCLOSURES. OFFICERS, DIRECTORS, AND TRUSTEES ARE REMINDED THAT THEY HAVE AN OBLIGATION TO UPDATE THEIR DISCLOSURES IF ANY POTENTIAL CONFLICTS OF INTEREST ARISE DURING THE YEAR. TYPICALLY, THEY SELF-REPORT ANY POTENTIAL CONFLICTS THAT ARISE BUT IF ANOTHER BOARD MEMBER BECOMES AWARE OF POTENTIAL CONLFICT, HE OR SHE IS ASKED TO RAISE IT WITH THE OFFICER, DIRECTOR, OR TRUSTEE AND A MEMBER OF THE COMMITTEE ON TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THERE IS A COMPENSATION COMMITTEE AS WELL AS AN INDEPENDENT CONSULTANT WHO CAREFULLY REVIEW SURVEYS AND OTHER COMPARATIVE INFORMATION IN DETERMINING COMPENSATION FOR THE HEAD OF SCHOOL. THE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES. THERE ARE WRITTEN EMPLOYMENT CONTRACTS FOR ALL FACULTY AND ADMINISTRATIVE POSITIONS AT THE SCHOOL. THESE ARE REVIEWED, UPDATED, DISTRIBUTED AND SIGNED ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IF AN INTERESTED PARTY ASKS FOR THESE DOCUMENTS, THE BUSINESS MANAGER WILL MAKE A DECISION ABOUT DISTRIBUTION. WE HAVE RECENTLY MADE FINANCIAL STATEMENTS AVAILABLE TO INSURANCE COMPANIES AND BANKS UPON REQUEST. THE SCHOOL'S FORM 990 IS MADE AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | UNREALIZED LOSS ON INVESTMENTS STATED AT FAIR MARKET VALUE 4,048,414. CHANGE IN VALUE OF LIFE INCOME FUNDS 148,960. PROVISION FOR UNCOLLECTIBLE ACCOUNTS -2,183,304. TOTAL TO FORM 990, PART XI, LINE 5: 2,014,070. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART I, LINE 6: | THIS IS AN ESTIMATE OF THE CORE GROUP OF PARENTS WHO VOLUNTEER IN THE LIBRARY AND ALSO PARTICIPATE REGULARLY IN THE PARENT ASSOCIATION. THERE ARE PARENT VOLUNTEERS ON AN IRREGULAR BASIS. FOR EXAMPLE, ONCE A YEAR THERE ARE PARENTS WHO VOLUNTEER A COUPLE HOURS AT THE SCHOOL'S YARD SALE. THIS ESTIMATE ALSO INCLUDES THE NUMBER OF BOARD MEMBERS WHO VOLUNTEER THEIR TIME ON THE SCHOOL'S BOARD WITHOUT COMPENSATION. |