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PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-07
IRS object ID
202610979349300236
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-07T15:01:15-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103616EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERKINS SCHOOL FOR THE BLINDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone6179243434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAUREEN A LISTERPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6173837230PhoneNum
Signature2026-04-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAGINI BANURUPreparerPersonNm
PTINP01906959PTIN
Phone6179881000PhoneNum
Preparation2026-04-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID BARTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$169,332,020GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PERKINS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1829FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee976TotalEmployeeCnt
Total Volunteers856TotalVolunteersCnt
Total Gross UBI$476,903TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$4,872NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,162,777PYContributionsGrantsAmt
CY Contributions Grants$17,598,711CYContributionsGrantsAmt
PY Program Service Revenue$54,468,822PYProgramServiceRevenueAmt
CY Program Service Revenue$58,726,285CYProgramServiceRevenueAmt
PY Investment Income$10,552,433PYInvestmentIncomeAmt
CY Investment Income$13,046,832CYInvestmentIncomeAmt
PY Other Revenue$622,459PYOtherRevenueAmt
CY Other Revenue$411,468CYOtherRevenueAmt
PY Total Revenue$79,806,491PYTotalRevenueAmt
CY Total Revenue$89,783,296CYTotalRevenueAmt
PY Grants And Similar Paid$259,372PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$126,486CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$72,875,534PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$75,522,828CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$155,734PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$78,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,755,511CYTotalFundraisingExpenseAmt
PY Other Expenses$32,986,386PYOtherExpensesAmt
CY Other Expenses$29,737,909CYOtherExpensesAmt
PY Total Expenses$106,277,026PYTotalExpensesAmt
CY Total Expenses$105,465,723CYTotalExpensesAmt
PY Revenues Less Expenses-$26,470,535PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$15,682,427CYRevenuesLessExpensesAmt
Total Assets BOY$423,899,187TotalAssetsBOYAmt
Total Assets EOY$429,689,543TotalAssetsEOYAmt
Total Liabilities BOY$38,154,922TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,438,217TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$385,744,265NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$393,251,326NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPERKINS SCHOOL FOR THE BLIND SERVES CHILDREN AND YOUNG ADULTS WITH MULTIPLE DISABILITIES, THEIR FAMILIES, EDUCATORS, RESEARCHERS, AND PROFESSIONALS AROUND THE GLOBE THROUGH EDUCATION SERVICES, ACCESSIBILITY, PROFESSIONAL DEVELOPMENT, AND INNOVATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$64,229,051ExpenseAmt
Revenue$54,327,167RevenueAmt
DescAT PERKINS SCHOOL FOR THE BLIND, WE DELIVER THE VERY BEST EDUCATION AND SERVICES FOR CHILDREN WITH VISUAL IMPAIRMENTS AND MULTIPLE DISABILITIES. WE TEACH CHILDREN ON OUR CAMPUS IN WATERTOWN, MASSACHUSETTS, AND SUPPORT STUDENTS AND TEACHERS IN PUBLIC SCHOOLS ACROSS THE U.S., FOCUSING ON ACADEMIC, SOCIAL AND SELF-ADVOCACY SKILL BUILDING. WE ALSO EMPHASIZE TRANSITION SERVICES TO PREPARE YOUNG ADULTS FOR INDEPENDENT LIVING THROUGH PRACTICAL WORK, SKILL-BUILDING, AND COMMUNITY INVOLVEMENT. DURING FY25, WE EDUCATED 196 STUDENTS ON CAMPUS AND SUPPORTED APPROXIMATELY 1,365 STUDENTS IN COMMUNITY PROGRAMS, INCLUDING OUR INFANT-TODDLER PROGRAM, EDUCATIONAL PARTNERSHIPS WITH PUBLIC SCHOOLS AND OUTREACH PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,056,977ExpenseAmt
Grant$126,486GrantAmt
DescINTERNATIONALTHERE ARE MILLIONS OF CHILDREN WITH VISUAL IMPAIRMENT AND MULTIPLE DISABILITIES (MDVI) AROUND THE WORLD WHO DON'T RECEIVE THE QUALITY EDUCATION THEY DESERVE. PERKINS INTERNATIONAL WORKS TO PUT THESE CHILDREN IN SCHOOL, EQUIP EDUCATORS WITH THE SPECIALIZED SKILLS THEY NEED TO TEACH THEM AND CONNECT THE MOST VULNERABLE FAMILIES WITH VITAL GOVERNMENTAL AND MEDICAL RESOURCES. DURING FY25, PERKINS INTERNATIONAL CONDUCTED THIS WORK IN 22 COUNTRIES AND REGIONS, MORE THAN 54K TEACHERS WERE TRAINED, MORE THAN 1.8M CHILDREN WERE REACHED, AND MORE THAN 19K FAMILIES WERE SUPPORTED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,248,516ExpenseAmt
Revenue$4,399,118RevenueAmt
DescREGIONAL LIBRARYPERKINS LIBRARY HAS PROVIDED ACCESSIBLE READING MATERIAL TO PEOPLE WITH VISUAL IMPAIRMENT AND OTHER DISABILITIES SINCE 1837. IN RECENT YEARS, WE HAVE SIGNIFICANTLY EXPANDED OUR OFFERINGS TO SERVE MORE PEOPLE WITH MORE NUANCED NEEDS. IN FY25, WE DISTRIBUTED MORE THAN 1,000,000 ACCESSIBLE BOOKS, MAGAZINES, NEWSPAPERS, DVDS AND MORE, AT NO COST TO THE 22,500 PATRONS WE SERVE ANNUALLY. WE'VE ALSO LED THE CHARGE IN DISTRIBUTING ASSISTIVE TECHNOLOGIES LIKE REFRESHABLE BRAILLE DISPLAYS WHILE PROVIDING A WEBSITE THAT ENABLES PEOPLE TO DOWNLOAD ACCESSIBLE READING MATERIAL.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$6,892,688ExpenseAmt
Revenue$500,209RevenueAmt
DescPERKINS SOLUTIONSPERKINS SOLUTIONS DEPLOYS TECHNOLOGY TO OVERCOME LONG STANDING AND EMERGING ACCESSIBILITY BARRIERS. SINCE THE 1950S, THE PERKINS BRAILLER HAS BEEN THE MOST WIDELY USED MECHANICAL BRAILLE WRITER IN THE WORLD. TODAY OUR EXPERTISE IN INCLUSIVE DESIGN SOLUTIONS IS AVAILABLE VIA PERKINS ACCESS, A CONSULTING SERVICE THAT HELPS BUSINESSES ENSURE THEIR DIGITAL PRODUCTS AND SERVICES ARE USABLE BY EVERYONE. DURING FY25, PERKINS SOLUTIONS DISTRIBUTED 5,755 BRAILLERS WORLDWIDE AND ASSISTED 46 ORGANIZATIONS WITH TECHNOLOGY ASSESSMENTS AND MODIFICATIONS.ICANCONNECTTHE NATIONAL DEAF-BLIND EQUIPMENT DISTRIBUTION PROGRAM, KNOWN AS ICANCONNECT, PROVIDES FREE EQUIPMENT AND TRAINING FOR PEOPLE WITH BOTH SIGNIFICANT HEARING AND VISION LOSS WHO MEET THE PROGRAM'S DISABILITY AND INCOME ELIGIBILITY GUIDELINES. ADMINISTERED BY THE FCC AND MANAGED BY PERKINS IN 23 STATES ACROSS THE COUNTRY, ICANCONNECT HELPS PEOPLE STAY CONNECTED TO FRIENDS, FAMILY AND THE WORLD.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,892,688TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$500,209TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$81,427,232TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document230IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee976EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAUREEN A LISTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173837230PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
STEPHEN PELLETIER
CHAIR OF THE BOARD5.000.00Yes (X)Yes (X)$0$0$0
TERRI HEALEY BROGAN
CHAIR OF THE CORPORATION5.000.00Yes (X)Yes (X)$0$0$0
VAITHEHI MUTTULINGAM
VICE CHAIR (11/4/24-1/6/25)5.000.00Yes (X)Yes (X)$0$0$0
MAUREEN BANKS
SECRETARY (AS OF 11/4/24)5.000.00Yes (X)Yes (X)$0$0$0
DEREK JOHNSTON
TREASURER5.000.00Yes (X)Yes (X)$0$0$0
JOSEPH BONCORE
TRUSTEE5.000.00Yes (X)$0$0$0
WILLIAM BUDDING
TRUSTEE5.000.00Yes (X)$0$0$0
FREDERIC M CLIFFORD
TRUSTEE5.000.50Yes (X)$0$0$0
BRET CONNOR
TRUSTEE5.000.00Yes (X)$0$0$0
JULIA SATTI COSENTINO
TRUSTEE5.000.00Yes (X)$0$0$0
JENNIFER DESISTO
TRUSTEE5.000.00Yes (X)$0$0$0
DAVID A DURKIN
TRUSTEE5.000.00Yes (X)$0$0$0
LAUREN FORNES
TRUSTEE5.000.00Yes (X)$0$0$0
KATE KATULAK HIGGINS
TRUSTEE5.000.00Yes (X)$0$0$0
MEREDITH ROSENBERG
TRUSTEE5.000.00Yes (X)$0$0$0
KATHARINE B SCHMITT
TRUSTEE5.000.00Yes (X)$0$0$0
CYNTHIA E STEAD
TRUSTEE5.000.00Yes (X)$0$0$0
VIJAY VISHWANATH
TRUSTEE5.000.00Yes (X)$0$0$0
MIKE WILLIAMS
TRUSTEE5.000.00Yes (X)$0$0$0
THELMA WILLIAMS
TRUSTEE5.000.00Yes (X)$0$0$0
WILLIAM DAVID POWER
PRESIDENT & CEO (THRU 5/2/25)50.000.50Yes (X)$448,543$0$50,006
EDWARD H BOSSO
INTERIM COO & PRES OF ED PROGRMS50.000.00Yes (X)$323,033$0$129,186
ASTRID VERMEER
CHIEF FIN & ADMIN OFF (THRU 9/24)50.000.00Yes (X)$285,886$0$28,774
MAUREEN LISTER
CFO (AS OF 1/3/25)50.000.00Yes (X)$0$0$0
BRENNA CHILD
CHIEF PEOPLE OFFICER50.000.00$329,595$0$37,893Yes (X)
REBECCA FATER
EXEC DIR OF MARKETING (THRU 6/2024)50.000.00$324,497$0$35,958Yes (X)
KATHERINE HOLLAND-ORTIZ
EXECUTIVE DIRECTOR OF INTERNATIONAL50.000.00$275,400$0$48,469Yes (X)
SANDRA K LACEY
EXEC DIR OF HOWE INNOVATION CTR50.000.00$221,440$0$51,181Yes (X)
BASHAR AL-NAKHALA
CHIEF TECHNOLOGY OFFICER50.000.00$225,007$0$45,801Yes (X)
GARY AUSSANT
DIRECTOR OF DIGITAL ACCESS50.000.00$202,713$0$46,234Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,636,114TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$473,502TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K117IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LINDA M BERNHART
12825 KNOLLBROOK DRIVECLIFTONVA20124FINANCE & ACCOUNTING CONSULTING SVCS$604,971
KPMG LLP
POBOX 738963DALLASTX753738963AUDIT & TAX SERVICES$491,310
PAULA SLOTKIN DBA SLOTKIN COMMUNICATIONS
12 CAMBRIA STREET 1SOMERVILLEMA02143PUBLIC RELATIONS & COMMUNICATIONS SVCS$303,958
RAUL A GALLEGOS DBA RGA TECH SOLUTIONS
4422 KINGLET STREETHOUSTONTX770355032NTNL DEAF-BLIND EQUIP DIST PROG REPAIR &$108,208
OLADIRAN AKINRODOYE DBA BLIND ASSISTECH
2230 MILLSTONE DRIVE UNIT DHOUSTONTX77073NTNL DEAF-BLIND EQUIP DIST PROG REPAIR &$100,904
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$498,111FundraisingAmt
Government Grants$5,302,160GovernmentGrantsAmt
All Other Contributions$11,798,440AllOtherContributionsAmt
Noncash Contributions$983,640NoncashContributionsAmt
Total Contributions$17,598,711TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES FOR SERVICE611600$54,327,167$54,327,167
LIBRARY SERVICES900099$4,399,118$4,399,118
FieldValueIRS element (for citing)
Total Program Service Revenue$58,726,285TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,084,847TotalRevenueColumnAmt
Unrelated Business Revenue$297,712UnrelatedBusinessRevenueAmt
Exclusion$6,787,135ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$244,938RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$182,086RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$62,852RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,852TotalRevenueColumnAmt
Exclusion$62,852ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$80,169,766SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$74,207,781SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,961,985SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,961,985TotalRevenueColumnAmt
Unrelated Business Revenue$179,191UnrelatedBusinessRevenueAmt
Exclusion$5,782,794ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$52,375FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$498,111ContriRptFundraisingEventAmt
Fundraising Direct Expenses$203,968FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$151,593TotalRevenueColumnAmt
Exclusion-$151,593ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$5,455,098GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,954,889CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$500,209TotalRevenueColumnAmt
Related Or Exempt Func Income$500,209RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,783,296TotalRevenueColumnAmt
Related Or Exempt Func Income$59,226,494RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$476,903UnrelatedBusinessRevenueAmt
Exclusion$12,481,188ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$126,486TotalAmt
Program Services$126,486ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,036,294TotalAmt
Program Services$1,342,499ProgramServicesAmt
Management And General$1,619,298ManagementAndGeneralAmt
Fundraising$74,497FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$57,121,035TotalAmt
Program Services$47,563,718ProgramServicesAmt
Management And General$7,398,176ManagementAndGeneralAmt
Fundraising$2,159,141FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,799,906TotalAmt
Program Services$2,331,434ProgramServicesAmt
Management And General$362,637ManagementAndGeneralAmt
Fundraising$105,835FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,991,334TotalAmt
Program Services$6,654,248ProgramServicesAmt
Management And General$1,035,018ManagementAndGeneralAmt
Fundraising$302,068FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,574,259TotalAmt
Program Services$3,808,908ProgramServicesAmt
Management And General$592,447ManagementAndGeneralAmt
Fundraising$172,904FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$522,815TotalAmt
Management And General$522,815ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$246,775TotalAmt
Program Services$41,692ProgramServicesAmt
Management And General$205,083ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$314,310TotalAmt
Program Services$12,000ProgramServicesAmt
Management And General$302,310ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$13,110TotalAmt
Program Services$13,110ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$78,500TotalAmt
Fundraising$78,500FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,135,596TotalAmt
Management And General$3,135,596ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,012,373TotalAmt
Program Services$5,325,202ProgramServicesAmt
Management And General$510,675ManagementAndGeneralAmt
Fundraising$176,496FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$388,587TotalAmt
Program Services$295,217ProgramServicesAmt
Management And General$79,491ManagementAndGeneralAmt
Fundraising$13,879FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,079,572TotalAmt
Program Services$1,730,709ProgramServicesAmt
Management And General$262,441ManagementAndGeneralAmt
Fundraising$86,422FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,709,462TotalAmt
Program Services$607,988ProgramServicesAmt
Management And General$2,081,763ManagementAndGeneralAmt
Fundraising$19,711FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,945,629TotalAmt
Program Services$4,359,908ProgramServicesAmt
Management And General$564,636ManagementAndGeneralAmt
Fundraising$21,085FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,926,085TotalAmt
Program Services$1,867,422ProgramServicesAmt
Management And General$41,121ManagementAndGeneralAmt
Fundraising$17,542FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$316,546TotalAmt
Program Services$257,362ProgramServicesAmt
Management And General$57,208ManagementAndGeneralAmt
Fundraising$1,976FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,321,107TotalAmt
Program Services$3,684,942ProgramServicesAmt
Management And General$616,329ManagementAndGeneralAmt
Fundraising$19,836FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$635,881TotalAmt
Program Services$70,780ProgramServicesAmt
Management And General$564,715ManagementAndGeneralAmt
Fundraising$386FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEAL/FOOD EXPENSE$813,793$735,528$55,453$22,812
PRINTING$799,217$294,963$34,584$469,670
MEMBERSHIPS$288,908$238,520$37,637$12,751
BAD DEBT$194,114$194,114

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$74,029TotalAmt
Program Services$64,596ProgramServicesAmt
Management And General$9,433ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$105,465,723TotalAmt
Program Services$81,427,232ProgramServicesAmt
Management And General$20,282,980ManagementAndGeneralAmt
Fundraising$3,755,511FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,757,445BOYAmt
EOY$3,955,218EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,978,731BOYAmt
EOY$1,154,925EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,725,862BOYAmt
EOY$10,681,342EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,107,169BOYAmt
EOY$5,046,637EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,227,898BOYAmt
EOY$3,026,852EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$197,051,506LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$148,803,344LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$50,013,708BOYAmt
EOY$48,248,162EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$136,871,874BOYAmt
EOY$144,254,591EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$203,714,957BOYAmt
EOY$202,058,828EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,501,543BOYAmt
EOY$11,262,988EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$423,899,187BOYAmt
EOY$429,689,543EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,450,935BOYAmt
EOY$9,205,360EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$2,848,772EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,914,583BOYAmt
EOY$22,963,236EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,365,873BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,423,531BOYAmt
EOY$1,420,849EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$38,154,922BOYAmt
EOY$36,438,217EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$192,889,134BOYAmt
EOY$192,739,411EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$192,855,131BOYAmt
EOY$200,511,915EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$385,744,265BOYAmt
EOY$393,251,326EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$423,899,187BOYAmt
EOY$429,689,543EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$15,682,427ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,507,098NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$682,390OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,085,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,709,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,695,263CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,162,777CurrentTaxYearMinus1YearAmt
Current Tax Year$17,598,711CurrentTaxYearAmt
Total$104,251,798TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,085,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,709,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,695,263CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,162,777CurrentTaxYearMinus1YearAmt
Current Tax Year$17,598,711CurrentTaxYearAmt
Total$104,251,798TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,766,506SubstantialContributorsTotAmt
Public Support Total170$99,485,292PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,238,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,283,809CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,633,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,052,568CurrentTaxYearMinus1YearAmt
Current Tax Year$7,032,073CurrentTaxYearAmt
Total$37,241,055TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$297,712CurrentTaxYearAmt
Total$297,712TotalAmt
FieldValueIRS element (for citing)
Total Support$141,790,565TotalSupportAmt
Gross Receipts Rltd Activities$251,999,052GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70160PublicSupportCY170Pct
Public Support PY1700.70890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$13,110FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$13,110FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$81,414,122FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$81,427,232FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$12,000CurrentYearMinus3Amt
Current Year Minus2$13,000CurrentYearMinus2Amt
Current Year Minus1$14,110CurrentYearMinus1Amt
Current Year$13,110CurrentYearAmt
Total$52,220TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$334,791,266BeginningYearBalanceAmt
Contributions$4,195,523ContributionsAmt
Investment Earnings Or Losses$32,328,508InvestmentEarningsOrLossesAmt
Other Expenditures$30,878,592OtherExpendituresAmt
End Year Balance$340,436,705EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$327,700,466BeginningYearBalanceAmt
Contributions$2,182,039ContributionsAmt
Investment Earnings Or Losses$35,471,390InvestmentEarningsOrLossesAmt
Other Expenditures$30,562,629OtherExpendituresAmt
End Year Balance$334,791,266EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$316,344,987BeginningYearBalanceAmt
Contributions$7,792,931ContributionsAmt
Investment Earnings Or Losses$24,204,466InvestmentEarningsOrLossesAmt
Other Expenditures$20,642,148OtherExpendituresAmt
Administrative Expenses-$230AdministrativeExpensesAmt
End Year Balance$327,700,466EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$363,072,273BeginningYearBalanceAmt
Contributions$9,895,198ContributionsAmt
Investment Earnings Or Losses-$36,370,248InvestmentEarningsOrLossesAmt
Other Expenditures$20,252,236OtherExpendituresAmt
End Year Balance$316,344,987EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$286,667,401BeginningYearBalanceAmt
Contributions$2,047,777ContributionsAmt
Investment Earnings Or Losses$88,506,810InvestmentEarningsOrLossesAmt
Other Expenditures$14,149,715OtherExpendituresAmt
End Year Balance$363,072,273EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46107BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.22690PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.31203TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$160,204,402OtherCostOrOtherBasisAmt
Depreciation$113,653,950DepreciationAmt
Book Value$46,550,452BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,256,413OtherCostOrOtherBasisAmt
Depreciation$28,459,365DepreciationAmt
Book Value$797,048BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,590,691OtherCostOrOtherBasisAmt
Depreciation$6,690,029DepreciationAmt
Book Value$900,662BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$48,248,162TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY$70,691,000F
HEDGES$131,367,828F
FieldValueIRS element (for citing)
Total Book Value Securities$202,058,828TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSET RETIREMENT OBLIGATIONSDesc
Amt$1,420,849Amt
FieldValueIRS element (for citing)
Total Liability$1,420,849TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$116,030,383TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22,507,098NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$770,399DonatedServicesAndUseFcltsAmt
Other Revenue$764,243OtherRevenueAmt
Revenue Not Reported$24,041,740RevenueNotReportedAmt
Revenue Subtotal$91,988,643RevenueSubtotalAmt
Investment Expenses Not Incld$3,135,596InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$5,340,943OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$2,205,347RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$89,783,296TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$108,483,877TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$770,399DonatedServicesUseFcltsAmt
Other Expenses Included$5,383,351OtherExpensesIncludedAmt
Expenses Not Reported$6,153,750ExpensesNotReportedAmt
Expenses Subtotal$102,330,127ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,135,596InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$3,135,596ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$105,465,723TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE SCHOOL'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS AND BOARD RESTRICTED (QUASI-ENDOWMENT) FUNDS. THE SCHOOL'S DONOR RESTRICTED ENDOWED FUNDS CONSIST OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A MAJORITY OF THE FUNDS SUPPORT THE SCHOOL'S EDUCATIONAL PROGRAMS, INTERNATIONAL PROGRAM, TEACHER TRAINING AND PROGRAMMATIC TECHNOLOGY NEEDS. THE SCHOOL'S ENDOWMENT INVESTMENT AND SPENDING ACTIVITIES AIM TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS.
PART X, LINE 2:THE SCHOOL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE IRC AND APPLICABLE STATE LAWS. THE SCHOOL BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 682,390. JOHN MILTON SOCIETY REVENUES 81,853.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -4,954,889. FUNDRAISING EXPENSES -203,968. RENTAL EXPENSES -182,086.
PART XII, LINE 2D - OTHER ADJUSTMENTS:JOHN MILTON SOCIETY EXPENSES 42,408. RENTAL EXPENSES 182,086. FUNDRAISING EVENTS EXPENSES 203,968. COST OF GOODS SOLD 4,954,889. DISPOSITION OF FIXED ASSETS

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3PERKINS HAS PUBLICIZED ITS NOTICE OF NON-DISCRIMINATION ON PERKINS PUBLICATIONS (INCLUDING ADMISSIONS BROCHURES AND MARKETING MATERIALS), ON ITS WEBSITE, IN ITS EMPLOYEE HANDBOOK, AND IN THE MASSACHUSETTS ASSOCIATION OF 766 APPROVED PRIVATE SCHOOLS (MAAPS) ANNUAL NOTICE OF NON-DISCRIMINATION PUBLISHED IN THE BOSTON GLOBE.
SCHEDULE E, PART I, LINE 6PERKINS RECEIVES GOVERNMENT FUNDS FROM CITIES AND TOWNS THAT ARE PAYING FOR STUDENT TUITION.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESBRAILLER WRITER SALES$46,662
EAST ASIA AND THE PACIFICPROGRAM SERVICESBRAILLER WRITER SALES$158,472
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESBRAILLER WRITER SALES$424,425
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESBRAILLER WRITER SALES$135,901
NORTH AMERICAPROGRAM SERVICESBRAILLER WRITER SALES$100,512
SOUTH AMERICAPROGRAM SERVICESBRAILLER WRITER SALES$165,088
SOUTH ASIAPROGRAM SERVICESBRAILLER WRITER SALES$56,455
SUB-SAHARAN AFRICAPROGRAM SERVICESBRAILLER WRITER SALES$66,945
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESEDUCATIONAL CONSULTING$755,231
SOUTH AMERICAPROGRAM SERVICESEDUCATIONAL CONSULTING$588,495
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESEDUCATIONAL CONSULTING$55,854
SOUTH ASIAPROGRAM SERVICESEDUCATIONAL CONSULTING$853,562
EAST ASIA AND THE PACIFICPROGRAM SERVICESEDUCATIONAL CONSULTING$353,758
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESEDUCATIONAL CONSULTING$30,683
NORTH AMERICAPROGRAM SERVICESEDUCATIONAL CONSULTING$512,715
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESEDUCATIONAL CONSULTING$315,373
EAST ASIA AND THE PACIFICGRANTMAKING$38,493
EUROPE (INCLUDING ICELAND & GREENLAND)GRANTMAKING$6,303
NORTH AMERICAGRANTMAKING$32,543
RUSSIA AND NEIGHBORING STATESGRANTMAKING$23,626
SOUTH AMERICAGRANTMAKING$18,431
SOUTH ASIAGRANTMAKING$7,090
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$65,941,282
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,154,460SubtotalSpentAmt
Continuation Spent$69,533,439ContinuationSpentAmt
Total Spent$70,687,899TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
SOUTH AMERICAGRANTMAKING$10,981$0
EAST ASIA AND THE PACIFICGRANTMAKING$25,000$0
NORTH AMERICAGRANTMAKING$32,543$0
RUSSIA AND NEIGHBORING STATESGRANTMAKING$18,000$0
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtCash GrantCashGrantAmt
EDUCATIONAL GRANTEAST ASIA AND THE PACIFIC$13,493
EDUCATIONAL GRANTEUROPE (INCLUDING ICELAND & GREENLAND)$6,303
EDUCATIONAL GRANTRUSSIA AND NEIGHBORING STATES$5,626
EDUCATIONAL GRANTSOUTH AMERICA$7,450
EDUCATIONAL GRANTSOUTH ASIA$7,090
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationEACH PROJECT PARTNER HAS A BUDGET, ACTIVITY TIMELINE, AND SCHEDULE FOR REPORTING. BALANCES ARE RECONCILED TO USD USING THE EXCHANGE RATE FROM THE DATE THE FUNDS WERE RECEIVED IN COUNTRY. ORIGINAL RECEIPTS ARE PROVIDED WITH PROGRESS REPORTS AND REVIEWED BY PROGRAM FINANCIAL STAFF EACH PERIOD. NEW FUNDS ARE NOT ADVANCED UNTIL SATISFACTORY REVIEW OF ACTIVITY AND FINANCIAL REPORT DATA.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CANNON BROOKE DBA BROOKE SOLUTIONS
424 WEST BAKERVIEW ROADBELLINGHAMWA98226FUNDRAISING COUNSEL0$0$51,000$0
ILISA HUROWITZ DBA WEST CAMBRIDGE CONSULTING
8 APPLETON TERRACECAMBRIDGEMA02138FUNDRAISING COUNSEL0$0$20,500$0
HALL WILLIAMS CONSULTING LLC
84 DRINKWATER ROADHAMPTON FALLSNH03844FUNDRAISING COUNSEL0$0$7,000$0
FieldValueIRS element (for citing)
Total Retained By Contractors$78,500TotalRetainedByContractorsAmt
Licensed StatesCOLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WALKEvent1Nm
Gross Receipts Event1$232,639GrossReceiptsEvent1Amt
Charitable Contri Event1$216,424CharitableContriEvent1Amt
Gross Revenue Event1$16,215GrossRevenueEvent1Amt
Non Cash Prizes Event1$8,000NonCashPrizesEvent1Amt
Food And Beverage Event1$1,873FoodAndBeverageEvent1Amt
Entertainment Event1$1,181EntertainmentEvent1Amt
Other Direct Expenses Event1$55,849OtherDirectExpensesEvent1Amt
Event2TASTINGEvent2Nm
Gross Receipts Event2$209,365GrossReceiptsEvent2Amt
Charitable Contri Event2$194,965CharitableContriEvent2Amt
Gross Revenue Event2$14,400GrossRevenueEvent2Amt
Non Cash Prizes Event2$9,047NonCashPrizesEvent2Amt
Food And Beverage Event2$70,359FoodAndBeverageEvent2Amt
Entertainment Event2$6,998EntertainmentEvent2Amt
Other Direct Expenses Event2$10,929OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$108,482GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$86,722CharitableContriOtherEventsAmt
Gross Revenue Other Events$21,760GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$22,975RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$12,868FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$3,889OthDirectExpnssOtherEventsAmt
Gross Receipts Total$550,486GrossReceiptsTotalAmt
Charitable Contributions Tot$498,111CharitableContributionsTotAmt
Gross Revenue Total Events$52,375GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$17,047NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$22,975RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$85,100FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,179EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$70,667OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$203,968DirectExpenseSummaryEventsAmt
Net Income Summary-$151,593NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM DAVID POWER
PRESIDENT & CEO (THRU 5/2/25)$448,543$0$0$0$0$0$24,174$0$25,832$0$498,549$0$0$0
EDWARD H BOSSO
INTERIM COO & PRES OF ED PROGRMS$323,033$0$0$0$0$0$27,524$0$101,662$0$452,219$0$0$0
BRENNA CHILD
CHIEF PEOPLE OFFICER$329,595$0$0$0$0$0$25,312$0$12,581$0$367,488$0$0$0
REBECCA FATER
EXEC DIR OF MARKETING (THRU 6/2024)$137,203$0$0$0$187,294$0$22,273$0$13,685$0$360,455$0$0$0
KATHERINE HOLLAND-ORTIZ
EXECUTIVE DIRECTOR OF INTERNATIONAL$275,400$0$0$0$0$0$21,280$0$27,189$0$323,869$0$0$0
ASTRID VERMEER
CHIEF FIN & ADMIN OFF (THRU 9/24)$249,717$0$0$0$36,169$0$20,327$0$8,447$0$314,660$0$0$0
SANDRA K LACEY
EXEC DIR OF HOWE INNOVATION CTR$221,440$0$0$0$0$0$16,038$0$35,143$0$272,621$0$0$0
BASHAR AL-NAKHALA
CHIEF TECHNOLOGY OFFICER$225,007$0$0$0$0$0$16,589$0$29,212$0$270,808$0$0$0
GARY AUSSANT
DIRECTOR OF DIGITAL ACCESS$202,713$0$0$0$0$0$14,931$0$31,303$0$248,947$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1APERKINS MAY PROVIDE HOUSING TO EMPLOYEES WHEN IT IS DETERMINED TO BE A REQUIREMENT OF THE POSITION. PERKINS DETERMINES THE VALUE OF THE HOUSING BASED ON MARKET RATES FOR COMPARABLE PROPERTIES IN THE AREA. DURING 2024, EDWARD H. BOSSO WAS PROVIDED WITH HOUSING BENEFITS VALUED AT $72,000.
PART I, LINE 4AREBECCA FATER RECEIVED A PAYMENT IN CONNECTION WITH A VOLUNTARY SEPARATION FROM SERVICE WHICH IS REPORTED IN PART II, COLUMN B(III).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY SERIES 2010
A0434318142010-02-12$30,000,000CONSTRUCTION000
MASS DEVELOPMENT FINANCE AGENCY SERIES 2016
B0434318142016-09-09$4,100,000IMPROVEMENTS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$8,895,183$30,000,000$185,000$29,815,000201100Yes (1)Yes (1)
B$2,241,581$4,100,000$78,238$4,021,762201600Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
B00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 3ATHE SCHOOL HAS INCIDENTAL SERVICE CONTRACTS THAT DO NOT RESULT IN PRIVATE BENEFIT USE.
PART IV, LINE 2BTHE BOND ISSUES MET THE REQUIREMENTS OF THE 2 YEAR SPENDING EXCEPTION.
PART IV, LINE 7THE SCHOOL HAS ESTABLISHED WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF IRC SECION 148.

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,551NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution29ContributionCnt
Noncash Contributions Rpt F990$961,449NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$335NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990Amt
Yes (X)AUCTION ITEMS30$12,267
Yes (X)EVENT2$3,519
Yes (X)FURNITURE1$519
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1PERKINS SCHOOL FOR THE BLIND SERVES CHILDREN AND YOUNG ADULTS WITH MULTIPLE DISABILITIES, THEIR FAMILIES, EDUCATORS, RESEARCHERS, AND PROFESSIONALS AROUND THE GLOBE THROUGH EDUCATION SERVICES, ACCESSIBILITY, PROFESSIONAL DEVELOPMENT, AND INNOVATION.
FORM 990, PART VI, SECTION A, LINE 6THE SCHOOL HAS 134 MEMBERS OF THE CORPORATION AS OF JUNE 30, 2025.
FORM 990, PART VI, SECTION A, LINE 7AEACH YEAR AT PERKINS' ANNUAL MEETING THE MEMBERS OF THE CORPORATION VOTE ON THE TRUSTEES FOR THE FOLLOWING YEAR AND THE TRUSTEES ELECT THE OFFICERS OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS COMPLETED BY THE ACCOUNTING STAFF, REVIEWED BY THE AUDIT COMMITTEE, AND THEN PROVIDED TO THE FULL BOARD FOR REVIEW AND COMMENT, PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CPERKINS HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. PURSUANT TO THE CONFLICT OF INTEREST POLICY, TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND OTHER PERSONS WHO PERFORM SIMILAR POLICY-MAKING FUNCTIONS ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST CERTIFICATION ("CERTIFICATION") AND CONFLICT OF INTEREST DISCLOSURE FORM ("DISCLOSURE FORM''). THE CERTIFICATION REQUIRES CERTIFICATION OF COMPLIANCE WITH THE PERKINS CONFLICT OF INTEREST POLICY AND ALSO REQUIRES THE INDIVIDUAL TO DISCLOSE RELATED PARTY TRANSACTIONS. PERKINS CFO IN COLLABORATION WITH LEGAL COUNSEL ARE RESPONSIBLE FOR DISTRIBUTING THE CERTIFICATION AND DISCLOSURE FORM TO THE AFOREMENTIONED INDIVIDUALS AND FOR MAINTAINING THE RESPONSES. PURSUANT TO THE CONFLICT OF INTEREST POLICY, WHETHER A PERSONAL RELATIONSHIP AMONG TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND VOLUNTEER LEADERSHIP POSES A CONFLICT OF INTEREST WILL BE VOTED ANNUALLY BY THE BOARD OF TRUSTEES, WITH THE TRUSTEES, OFFICERS, AND/OR SENIOR MANAGEMENT THAT ARE INVOLVED IN THE RELATIONSHIP RECUSED FROM THAT PORTION OF THE MEETING AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S COMPENSATION AND THE RELATED DUTIES AND RESPONSIBILITIES. IN 2025, PERKINS ESTABLISHED A WAGE AND SALARY GRADE LEVEL STRUCTURE FOR COMPENSATION. PERKINS' WAGE AND SALARY STRUCTURE IS RELATED TO THE DUTIES AND RESPONSIBILITIES OF ITS POSITIONS AND STRIVES TO BE COMPETITIVE FOR THE AREA, CONSISTENT WITH PERKINS' FINANCIAL RESOURCES.
FORM 990, PART VI, SECTION C, LINE 19PERKINS FINANCIAL STATEMENTS ARE AVAILABLE AT OUR WEBSITE AND THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST WITH THE SCHOOL.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 682,390.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JOHN MILTON SOCIETY FOR THE BLINDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 NORTH BEACON STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
EIN135562284EIN
Primary ActivitiesGENERAL SUPPORTPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PERKINS SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd