CHESTNUT HILL SCHOOL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHESTNUT HILL SCHOOL (EIN 04-2178868)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-19
- IRS object ID
- 202630789349301133
- Schema version
- 2024v5.5
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-19T14:50:02-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042178868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHESTNUT HILL SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 6175664394 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 HAMMOND STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024671229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HALM | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 6175664394 | PhoneNum |
| Signature | 2026-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN TOSCANO | PreparerPersonNm |
| PTIN | P00358542 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2026-03-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RODERICK MACNEAL JR ED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 HAMMOND STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024671229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,080,438 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TCHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CHESTNUT HILL SCHOOL IS GROUNDED IN THE BELIEF THAT CHILDHOOD OPTIMISM AND ENDURING CURIOSITY CAN TRANSFORM THE WORLD. AT THE SCHOOL, STUDENTS FROM AGE 3 THROUGH GRADE 6 FIND MEANING AND JOY IN A DIVERSE COMMUNITY THAT ENCOURAGES THEM TO QUESTION, TAKE RISKS, AND THINK CRITICALLY AS THEY GROW INTO INTELLECTUALLY SKILLED, EMPATHETIC, SELF-EMPOWERED YOUNG LEARNERS. WITHIN AN ACTIVE COMMUNITY OF STUDENTS, FACULTY, AND FAMILIES, THE CHESTNUT HILL SCHOOL PROMOTES RESPECT BETWEEN INDIVIDUALS AND INVOLVEMENT WITH THE LARGER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 210 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $46,338 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $35,105 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $742,249 | PYContributionsGrantsAmt |
| CY Contributions Grants | $629,066 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,921,982 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,816,532 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,036,999 | PYInvestmentIncomeAmt |
| CY Investment Income | $617,647 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,471 | PYOtherRevenueAmt |
| CY Other Revenue | $8,764 | CYOtherRevenueAmt |
| PY Total Revenue | $13,703,701 | PYTotalRevenueAmt |
| CY Total Revenue | $13,072,009 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,085,168 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,888,081 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,004,504 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,920,374 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $234,613 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,151,489 | PYOtherExpensesAmt |
| CY Other Expenses | $3,075,040 | CYOtherExpensesAmt |
| PY Total Expenses | $13,241,161 | PYTotalExpensesAmt |
| CY Total Expenses | $12,883,495 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $462,540 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $188,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,262,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,262,012 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,955,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,220,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,307,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,041,672 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AT THE CHESTNUT HILL SCHOOL, OUR MISSION TO EDUCATE CHILDREN IS DEEPLY ROOTED IN A COMMITMENT TO ACADEMIC EXCELLENCE, DIVERSITY, AND COMMUNITY. WE ENGAGE, CHALLENGE AND SUPPORT CHILDREN AS THEY DEVELOP THE SKILLS AND CONFIDENCE TO ACHIEVE EDUCATIONAL SUCCESS. WE NURTURE THE WHOLE CHILD THROUGH A THOUGHTFUL, BALANCED CURRICULUM. WE INTENTIONALLY BUILD A DIVERSE SCHOOL COMMUNITY, AND WE VALUE, RESPECT, AND EDUCATE OURSELVES ABOUT ITS COMPLEXITIES AND GIFTS. WE FOSTER THE GROWTH OF OUR STUDENTS SO THEY WILL BECOME RESPONSIBLE, CONTRIBUTING MEMBERS OF THE WORLD WHO STAND UP FOR THEIR BELIEFS, EXPRESS THEIR THOUGHTS, AND CARE ABOUT THE RIGHTS AND FEELINGS OF OTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,822,461 | ExpenseAmt |
| Grant | $1,631,810 | GrantAmt |
| Revenue | $9,236,317 | RevenueAmt |
| Desc | THE CHESTNUT HILL SCHOOL IS A COEDUCATIONAL DAY SCHOOL FOR CHILDREN FROM BEGINNERS THROUGH SIXTH GRADE THAT FOSTERS AN INCLUSIVE COMMUNITY OF JOYFUL LEARNERS WHO THINK CRITICALLY, EMBRACE DIVERSITY, AND ACT WITH EMPATHY. THE CHESTNUT HILL SCHOOL IS GROUNDED BY THE VALUES AND GUIDING PRINCIPLES OF BELONGING, PURSUIT OF KNOWLEDGE, PERSEVERANCE, AND KINDNESS. OF 221 STUDENTS, 51% IDENTIFY AS STUDENTS OF COLOR, AND 28% RECEIVE FINANCIAL ASSISTANCE. TEACHING FACULTY: 42 TOTAL; 62% HAVE ADVANCED DEGREES. 100% OF GRADUATING SIXTH GRADERS WERE OFFERED ADMISSION TO ONE OF THEIR TOP CHOICE SCHOOLS. THE GENEROUS SUPPORT OF OUR DONORS AND VOLUNTEERS ALLOWS THE CHESTNUT HILL SCHOOL TO ACCOMPLISH MANY OF THE THINGS THAT SET IT APART FROM OTHER INDEPENDENT ELEMENTARY SCHOOLS. WE ARE ABLE TO RETAIN THE MOST QUALIFIED AND CARING FACULTY, PROVIDE A WIDE RANGE OF SPECIAL SUBJECTS AS PART OF OUR CURRICULUM, MAINTAIN BEAUTIFUL BUILDINGS AND GROUNDS, AND PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,032,973 | ExpenseAmt |
| Grant | $196,409 | GrantAmt |
| Revenue | $1,810,391 | RevenueAmt |
| Desc | EACH SUMMER, CHESTNUT HILL SCHOOL HOLDS A SUMMER CAMP FOR CHILDREN FROM AGE 4 THROUGH HIGH SCHOOL, WHICH PROVIDES MEMBERS OF THE SCHOOL AND LOCAL COMMUNITY WITH A HIGH-QUALITY, AFFORDABLE OPTION FOR RECREATION AND EDUCATION DURING JULY AND AUGUST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $459,485 | ExpenseAmt |
| Grant | $59,862 | GrantAmt |
| Revenue | $786,579 | RevenueAmt |
| Desc | THE CHESTNUT HILL SCHOOL OFFERS A VARIETY OF BEFORE AND AFTER-SCHOOL PROGRAMS TO ALL STUDENTS, INCLUDING AN EARLY ARRIVAL PROGRAM, EXTENDED DAY, AFTER-SCHOOL ENRICHMENT CLASSES, PRIVATE MUSIC LESSONS, AND VACATION CAMP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,314,919 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 210 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA HALM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172641341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 HAMMOND STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEPHEN KRAUS | |||||||
| CO-CHAIR - OUTGOING MAY 2025 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATHILDA MCGEE-TUBBS | |||||||
| CO-CHAIR EFF. APRIL 2025 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANGELA SMITH | |||||||
| CO-CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCUS YOUNG | |||||||
| VICE-PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SRI RAO | |||||||
| SECRETARY EFF. APRIL 2025 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK WETMORE | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE BEDARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN BESHEARS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAISHA BRADLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD FELIX | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN FOSTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS FOX | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH GREENHILL | |||||||
| TRUSTEE - OUTGOING MAY 2025 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HILLARY GROVE | |||||||
| TRUSTEE - OUTGOING MAY 2025 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA HAYES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS KOLOVOS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT LESNIAK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHRADHA PATEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VARSHA TANGUTURI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL VANCHHANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY VALENTE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RODERICK MACNEAL JR | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $289,964 | $0 | $61,060 | ||
| LISA HALM | |||||||
| CHIEF FINANCIAL & OPERATING OFFICER | 40.00 | Yes (X) | $149,073 | $0 | $49,772 | ||
| TARA HATHAWAY | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $131,494 | $0 | $9,358 | Yes (X) | ||
| VIRGINIA SIU | |||||||
| DEAN OF FACULTY | 40.00 | $122,679 | $0 | $24,280 | Yes (X) | ||
| MARCUS NICKERSON | |||||||
| CAMP DIRECTOR/ATHLETIC DIRECTOR | 40.00 | $116,892 | $0 | $22,955 | Yes (X) | ||
| KERRYN HINDS | |||||||
| DIR. OF DIVERSITY, EQUITY, INCLUSION | 40.00 | $104,320 | $0 | $48,472 | Yes (X) | ||
| ANI ROONEY | |||||||
| CONTROLLER | 40.00 | $105,642 | $0 | $23,172 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,020,064 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,069 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUNCEIT LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 NEWBURY ST STE 202 | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TECHNOLOGY SUPPORT AND CONSULTING | ServicesDesc |
| Compensation | $273,867 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $629,066 | AllOtherContributionsAmt |
| Noncash Contributions | $15,905 | NoncashContributionsAmt |
| Total Contributions | $629,066 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $9,139,740 | $9,139,740 |
| CAMP, AFTERSCHOOL, AND OTHER | 611710 | $2,596,970 | $2,596,970 |
| ALL OTHER PROGRAM SERVICE REVENUE | 900099 | $79,822 | $79,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,816,532 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $261,961 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $27,299 | UnrelatedBusinessRevenueAmt |
| Exclusion | $234,662 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500 | TotalRevenueColumnAmt |
| Exclusion | $500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,352,194 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $996,508 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $355,686 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $355,686 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,039 | UnrelatedBusinessRevenueAmt |
| Exclusion | $336,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,430 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $11,921 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,491 | TotalRevenueColumnAmt |
| Exclusion | -$8,491 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,755 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,755 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,072,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,833,287 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $46,338 | UnrelatedBusinessRevenueAmt |
| Exclusion | $563,318 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,888,081 | TotalAmt |
| Program Services | $1,888,081 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,953 | TotalAmt |
| Program Services | $106,917 | ProgramServicesAmt |
| Management And General | $380,758 | ManagementAndGeneralAmt |
| Fundraising | $71,278 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,852,897 | TotalAmt |
| Program Services | $4,239,517 | ProgramServicesAmt |
| Management And General | $1,517,998 | ManagementAndGeneralAmt |
| Fundraising | $95,382 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,294 | TotalAmt |
| Program Services | $162,421 | ProgramServicesAmt |
| Management And General | $100,134 | ManagementAndGeneralAmt |
| Fundraising | $3,739 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,152 | TotalAmt |
| Program Services | $545,418 | ProgramServicesAmt |
| Management And General | $225,819 | ManagementAndGeneralAmt |
| Fundraising | $10,915 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,078 | TotalAmt |
| Program Services | $316,944 | ProgramServicesAmt |
| Management And General | $135,931 | ManagementAndGeneralAmt |
| Fundraising | $7,203 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,679 | TotalAmt |
| Management And General | $23,679 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,652 | TotalAmt |
| Management And General | $99,652 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,131 | TotalAmt |
| Management And General | $20,131 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,374 | TotalAmt |
| Program Services | $120,101 | ProgramServicesAmt |
| Management And General | $19,273 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,670 | TotalAmt |
| Program Services | $22,955 | ProgramServicesAmt |
| Management And General | $193,715 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,875 | TotalAmt |
| Management And General | $40,875 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,231 | TotalAmt |
| Program Services | $122,390 | ProgramServicesAmt |
| Management And General | $88,836 | ManagementAndGeneralAmt |
| Fundraising | $12,005 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,462 | TotalAmt |
| Program Services | $473,843 | ProgramServicesAmt |
| Management And General | $83,619 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,395 | TotalAmt |
| Program Services | $456,786 | ProgramServicesAmt |
| Management And General | $80,609 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,597 | TotalAmt |
| Management And General | $113,597 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| STUDENT SERVICES AND AC | $390,578 | $390,578 |
| INSTRUCTIONAL SUPPLIES | $347,018 | $347,018 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,378 | TotalAmt |
| Program Services | $121,950 | ProgramServicesAmt |
| Management And General | $209,337 | ManagementAndGeneralAmt |
| Fundraising | $34,091 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,883,495 | TotalAmt |
| Program Services | $9,314,919 | ProgramServicesAmt |
| Management And General | $3,333,963 | ManagementAndGeneralAmt |
| Fundraising | $234,613 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,928 | BOYAmt |
| EOY | $942,985 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746,006 | BOYAmt |
| EOY | $1,610,014 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,975 | BOYAmt |
| EOY | $7,586 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,350,681 | BOYAmt |
| EOY | $6,640,271 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,778 | BOYAmt |
| EOY | $443,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,584,609 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,700,369 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,123,100 | BOYAmt |
| EOY | $8,884,240 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,119,808 | BOYAmt |
| EOY | $8,068,434 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,621,633 | BOYAmt |
| EOY | $2,665,014 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,262,909 | BOYAmt |
| EOY | $29,262,012 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,083 | BOYAmt |
| EOY | $860,244 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,051,834 | BOYAmt |
| EOY | $9,351,209 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,307 | BOYAmt |
| EOY | $8,887 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,955,224 | BOYAmt |
| EOY | $10,220,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,937,851 | BOYAmt |
| EOY | $17,618,181 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369,834 | BOYAmt |
| EOY | $1,423,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,307,685 | BOYAmt |
| EOY | $19,041,672 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,262,909 | BOYAmt |
| EOY | $29,262,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $188,514 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $545,473 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $729,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,801,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,231 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $742,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $629,066 | CurrentTaxYearAmt |
| Total | $6,418,381 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $729,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,801,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,231 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $742,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $629,066 | CurrentTaxYearAmt |
| Total | $6,418,381 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $378,451 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,039,930 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $162,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $251,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $480,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,164 | CurrentTaxYearAmt |
| Total | $1,280,347 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $23,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $46,338 | CurrentTaxYearAmt |
| Total | $70,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,768,936 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $54,958,265 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,349,988 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,004,266 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,000 | OtherExpendituresAmt |
| End Year Balance | $10,004,254 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,668,419 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,115,625 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,434,056 | OtherExpendituresAmt |
| End Year Balance | $9,349,988 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,120,579 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $547,840 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,668,419 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,402,707 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$32,128 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,000 | OtherExpendituresAmt |
| End Year Balance | $11,120,579 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $588,542 | BeginningYearBalanceAmt |
| Contributions | $8,314,946 | ContributionsAmt |
| Investment Earnings Or Losses | $2,839,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,602 | GrantsOrScholarshipsAmt |
| Other Expenditures | $331,398 | OtherExpendituresAmt |
| End Year Balance | $11,402,707 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91190 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,000 | OtherCostOrOtherBasisAmt |
| Book Value | $12,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,588,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,546,947 | DepreciationAmt |
| Book Value | $8,041,599 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,649,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,320,586 | DepreciationAmt |
| Book Value | $328,699 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,334,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $832,836 | DepreciationAmt |
| Book Value | $501,942 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,884,240 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE EQUITY | Desc |
| Book Value | $2,665,014 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,665,014 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA BILL | Desc |
| Amt | $8,887 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,887 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,710,611 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $545,473 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,898,661 | OtherRevenueAmt |
| Revenue Not Reported | -$1,353,188 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,063,799 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,131 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$11,921 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,210 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,072,009 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,976,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,921 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,921 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,964,703 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,131 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,898,661 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,918,792 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,883,495 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUNDS ARE INVESTED FOR LONG-TERM GROWTH IN ORDER TO PROVIDE A RATE OF RETURN WHICH, SUBJECT TO THE SCHOOL'S SPENDING POLICY, WILL BE USED TO SUPPORT THE SCHOOL'S CURRENT AND FUTURE PROGRAMS. |
| PART X, LINE 2: | THE SCHOOL HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2025 AND 2024. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 ARE CLOSED, AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID AND REMISSION -1,898,661. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -11,921. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 11,921. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND REMISSION 1,898,661. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ON AN ANNUAL BASIS, THE CHESTNUT HILL SCHOOL PARTICIPATES IN A GROUP ADVERTISEMENT IN THE BOSTON GLOBE REAFFIRMING ITS POLICY OF NON-DISCRIMINATORY ADMISSION OF STUDENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 60 | $1,631,810 | FMV | FINANCIAL ASSISTANCE CREDITED DIRECTLY AGAINST STUDENT ACCOUNT BALANCES. |
| FINANCIAL AID - OTHER PROGRAMS | 70 | $256,271 | FMV | FINANCIAL ASSISTANCE CREDITED DIRECTLY AGAINST STUDENT ACCOUNT BALANCES. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AWARDED THROUGH A PROCESS WHICH BEGINS WITH THE PARENTS' SUBMISSION OF AN APPLICATION TO SCHOOL AND STUDENT SERVICES (SSS). RESULTING INFORMATION IS THEN REVIEWED BY THE SCHOOL'S FINANCIAL AID COMMITTEE, WHICH IS CHARGED WITH FINAL DISTRIBUTION OF APPROVED FINANCIAL AID AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RODERICK MACNEAL JR | ||||||||||||||
| HEAD OF SCHOOL | $287,328 | $0 | $1,500 | $0 | $1,136 | $0 | $18,248 | $0 | $42,812 | $0 | $351,024 | $0 | $0 | $0 |
| LISA HALM | ||||||||||||||
| CHIEF FINANCIAL & OPERATING OFFICER | $147,720 | $0 | $575 | $0 | $778 | $0 | $9,750 | $0 | $40,022 | $0 | $198,845 | $0 | $0 | $0 |
| KERRYN HINDS | ||||||||||||||
| DIR. OF DIVERSITY, EQUITY, INCLUSION | $103,418 | $0 | $575 | $0 | $327 | $0 | $7,125 | $0 | $41,347 | $0 | $152,792 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACT, THE HEAD OF SCHOOL HAS ACCESS TO A DISCRETIONARY SPENDING ACCOUNT TO PAY FOR COSTS AND FEES ASSOCIATED WITH A PROFESSIONAL EXECUTIVE COACH FOR THE BENEFIT OF THE HEAD, IN ADDITION TO OTHER ITEMS ASSOCIATED WITH THE BUSINESS OF THE SCHOOL. |
| PART I, LINE 1B | IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACT, THE HEAD OF SCHOOL HAS ACCESS TO A DISCRETIONARY SPENDING ACCOUNT TO PAY FOR COSTS AND FEES ASSOCIATED WITH A PROFESSIONAL EXECUTIVE COACH FOR THE BENEFIT OF THE HEAD, IN ADDITION TO OTHER ITEMS ASSOCIATED WITH THE BUSINESS OF THE SCHOOL. |
| PART I, LINE 3 | THE GOVERNING BOARD OFFERS THE HEAD OF SCHOOL A MULTI-YEAR EMPLOYMENT CONTRACT, INCLUDING COMPENSATION. THE BOARD USES SURVEY DATA FROM PEER SCHOOLS AND AISNE, AS WELL AS OTHER ORGANIZATIONS' 990 DATA, TO BENCHMARK THE SALARY OF THE HEAD. |
| PART I, LINE 7 | THE HEAD OF SCHOOL, AND CHIEF FINANCIAL & OPERATIONS OFFICER RECEIVED A DISCRETIONARY BONUS BASED ON THE APPROVAL OF EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $117,300 | CashGrantAmt |
| Type Of Assistance | NEED BASED FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL ASSISTANCE | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION SHALL BE THE TRUSTEES SERVING IN SUCH OFFICE AND PARENTS OR LEGAL GUARDIANS OF THE CHILDREN FROM TIME TO TIME ENROLLED AS FULL TIME STUDENTS IN THE SCHOOL AS SET FORTH ON THE LIST OF FAMILIES MAINTAINED BY THE SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEESHIP COMMITTEE SHALL DETERMINE THE NUMBER OF VACANCIES ON THE BOARD OF TRUSTEES AND SHALL PROPOSE A SLATE OF CANDIDATES FOR SUCH VACANCIES TO THE BOARD OF TRUSTEES FOR APPROVAL AT LEAST THIRTY (30) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. ONCE A SLATE OF PROPOSED TRUSTEES IS APPROVED BY THE TRUSTEES, THE NAMES OF THE PERSONS SO NOMINATED SHALL BE DISTRIBUTED ELECTRONICALLY (EMAILED) TO THE MEMBERS OF THE CORPORATION AND TO THE BOARD NOT LESS THAN FOURTEEN (14) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. MEMBERS OF THE CORPORATION MAY PETITION FOR ADDITIONAL NOMINATIONS BY SUBMITTING SUCH PETITION SIGNED BY NOT FEWER THAN FIVE MEMBERS AND SUBMITTED TO THE SECRETARY NOT LESS THAN SEVEN (7) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. THE REVISED LIST OF ALL NOMINATIONS MUST BE MAILED TO ALL MEMBERS OF THE CORPORATION NOT LESS THAN THREE (3) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. SO LONG AS QUORUM IS PRESENT AT THE ANNUAL MEETING, A VOTE BY A MAJORITY OF THOSE EITHER PRESENT OR REPRESENTED BY PROXY SHALL CONSTITUTE PROPER ELECTION OF CANDIDATES FOR THE OFFICE OF TRUSTEE. ONCE ELECTED, EACH TRUSTEE SHALL SERVE FROM THE DAY FOLLOWING THE ANNUAL MEETING OF HIS/HER SELECTION UNTIL HIS/HER SUCCESSOR IS DULY ELECTED. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS SHARED ELECTRONICALLY WITH THE FINANCE COMMITTEE OF THE BOARD FIRST FOR ANY COMMENTS OR QUESTIONS. ONCE APPROVED, IT IS SHARED ELECTRONICALLY WITH THE ENTIRE BOARD/GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE EXECUTIVE COMMITTEE DISTRIBUTES CONFLICT OF INTEREST STATEMENTS FOR ALL BOARD MEMBERS TO FILL OUT. THE SECRETARY COLLECTS THE STATEMENTS AND REVIEWS ALL DISCLOSURES. THE CONFLICT OF INTEREST STATEMENT STATES THAT BOARD MEMBERS HAVE AN ONGOING RESPONSIBILITY TO DISCLOSE ANY CONFLICTS OR SUSPECTED CONFLICTS WITH THE PRESIDENT OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES REVIEWS SALARY AND BENEFIT INFORMATION OBTAINED THROUGH NAIS AND AISNE STATS ONLINE. IT DETERMINES AN APPROPRIATE SALARY (BASED ON THE CHESTNUT HILL SCHOOL'S BUDGET) FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL DETERMINES ALL OTHER FACULTY AND STAFF COMPENSATION. THESE ARE ALL DETERMINED IN THE SAME MANNER AS THAT USED FOR THE HEAD OF SCHOOL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT ITS BUSINESS OFFICE. |
| FORM 990, PART XII, LINE 2C | THE SCHOOL HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. |