Civic Intelligence

Shady Hill School

990T • Fiscal year 2023 • EIN 04-2103628

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization ProfileWWW.SHS.ORG

View Organization Page

Refreshing map…

178 Coolidge HillCambridge, MA 02138

(617) 520-5260

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $93,142,227Liabilities 2011: $34,655,903Net Assets 2011: $58,486,3242011Assets 2012: $89,383,677Liabilities 2012: $32,553,391Net Assets 2012: $56,830,2862012Assets 2013: $94,190,465Liabilities 2013: $33,227,653Net Assets 2013: $60,962,8122013Assets 2014: $97,929,236Liabilities 2014: $32,537,527Net Assets 2014: $65,391,7092014Assets 2015: $98,897,904Liabilities 2015: $31,956,175Net Assets 2015: $66,941,7292015Assets 2016: $98,494,091Liabilities 2016: $31,134,326Net Assets 2016: $67,359,7652016Assets 2017: $105,638,010Liabilities 2017: $31,395,092Net Assets 2017: $74,242,9182017Assets 2018: $108,648,884Liabilities 2018: $31,332,721Net Assets 2018: $77,316,1632018Assets 2019: $111,104,639Liabilities 2019: $31,651,947Net Assets 2019: $79,452,6922019Assets 2020: $112,818,120Liabilities 2020: $30,531,684Net Assets 2020: $82,286,4362020Assets 2021: $127,308,755Liabilities 2021: $31,712,469Net Assets 2021: $95,596,2862021Assets 2022: $107,959,883Liabilities 2022: $25,456,200Net Assets 2022: $82,503,6832022Assets 2023: $118,976,902Liabilities 2023: $25,441,473Net Assets 2023: $93,535,4292023Assets 2024: $127,122,347Liabilities 2024: $24,822,287Net Assets 2024: $102,300,0602024Assets 2025: $137,661,674Liabilities 2025: $25,643,090Net Assets 2025: $112,018,5842025

Latest loaded filing

2025

Assets$137,661,674
Liabilities$25,643,090
Net Assets$112,018,584
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2011: $16,796,2572011Expenses 2012: $18,461,9942012Revenue 2013: $19,067,728Expenses 2013: $19,673,889Net Income 2013: -$606,1612013Revenue 2014: $20,774,467Expenses 2014: $20,719,987Net Income 2014: $54,4802014Revenue 2015: $22,572,174Expenses 2015: $21,503,260Net Income 2015: $1,068,9142015Revenue 2016: $25,056,562Expenses 2016: $22,501,950Net Income 2016: $2,554,6122016Revenue 2017: $23,694,012Expenses 2017: $22,718,946Net Income 2017: $975,0662017Revenue 2018: $23,354,352Expenses 2018: $24,002,953Net Income 2018: -$648,6012018Revenue 2019: $24,996,124Expenses 2019: $24,257,200Net Income 2019: $738,9242019Revenue 2020: $25,213,619Expenses 2020: $25,035,991Net Income 2020: $177,6282020Revenue 2021: $27,496,030Expenses 2021: $27,502,601Net Income 2021: -$6,5712021Revenue 2022: $31,295,266Expenses 2022: $27,928,556Net Income 2022: $3,366,7102022Revenue 2023: $33,676,899Expenses 2023: $27,927,581Net Income 2023: $5,749,3182023Revenue 2024: $36,308,658Expenses 2024: $30,896,862Net Income 2024: $5,411,7962024Revenue 2025: $35,865,573Expenses 2025: $32,167,210Net Income 2025: $3,698,3632025

Latest loaded filing

2025

Revenue$35,865,573
Expenses$32,167,210
Net Income$3,698,363
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v7.0
Mission and Program Overview

Mission

See mission statement on schedule o.

Filing and Contact Details

Filer

Filer Name
Shady Hill School
EIN
04-2103628
Phone
6175205260
Address
178 COOLIDGE HILL, CAMBRIDGE, MA 02138

Signing Officer

Name
Maureen Nunez
Title
CFO & COO
Phone
6175205216
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
ONE CITIZENS PLAZA 9TH FLOOR, PROVIDENCE, RI 02903
Preparer
John T Wilmot
Phone
4016263200
Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt025868
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt01362
IRS1120ScheduleD/Form4797GainOrLossAmt025405
IRS1120ScheduleD/NetCapitalGainAmt024506
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt024506
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt01362
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-899
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01362
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0497
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-1395
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ADAMAS OPPORTUNITIES LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1BAUPOST LIMITED PARTNERSHIP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2COMMONFUND CAPITAL NATURAL RESOURCES PTR
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-899
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0752
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1610
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ADAMAS OPPORTUNITIES LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1BAUPOST LIMITED PARTNERSHIP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01362
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt07088
IRS990T/BooksInCareOfDetail/PersonNm0MAUREEN NUNEZ
IRS990T/BooksInCareOfDetail/PhoneNum06175205216
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0178 COOLIDGE HILL
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CAMBRIDGE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002138
IRS990T/BookValueAssetsEOYAmt0118976902
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0369
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION*****************************************************EMPLOYER IDENTIFICATION NUMBER: 04-2103628FOR THE YEAR ENDING JUNE 30, 2023SHADY HILL SCHOOL IS MAKING THE DE MINIMIS SAFE HARBORELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990T/ItmzdSupplementalInfoGrp/LineNum01
IRS990T/ItmzdSupplementalInfoGrp/PartNum01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt025868
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt05337
IRS990TScheduleA/OtherIncomeAmt0536
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt012740
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt018077
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt024670
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt051074
IRS990TScheduleA/TotUnrltTrdBusIncmAmt051074
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FLOW THROUGH UBI FROM INVESTMENT PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt032997
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt032997
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt06719
IRS990T/TaxLessCreditsAmt06719
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt06719
IRS990T/TotalTaxComputationAmt06719
IRS990T/TotalUBTIAmt031997
IRS990T/TotalUBTIBeforeNOLSpecificAmt032997
IRS990T/TotalUBTIBeforeSection199AAmt032997
IRS990T/TotalUBTIComputedAmt032997
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN NUNEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum06175205216
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHADY HILL SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0042103628
ReturnHeader/Filer/PhoneNum06175205260
ReturnHeader/Filer/USAddress/AddressLine1Txt0178 COOLIDGE HILL
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CITIZENS PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04016263200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T WILMOT
ReturnHeader/ReturnTs02023-11-14T12:50:01-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAUREEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NUNEZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$138$25.6$112$35.9$32.2$3.70
2024Detailed filing. Detailed filing data is available for this year.$127$24.8$102$36.3$30.9$5.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$25.4$93.5$33.7$27.9$5.75
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$25.5$82.5$31.3$27.9$3.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$31.7$95.6$27.5$27.5$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$30.5$82.3$25.2$25.0$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$31.7$79.5$25.0$24.3$0.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$31.3$77.3$23.4$24.0$0.65
2017Detailed filing. Detailed filing data is available for this year.$106$31.4$74.2$23.7$22.7$0.98
2016Detailed filing. Detailed filing data is available for this year.$98.5$31.1$67.4$25.1$22.5$2.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.9$32.0$66.9$22.6$21.5$1.07
2014Detailed filing. Detailed filing data is available for this year.$97.9$32.5$65.4$20.8$20.7$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.2$33.2$61.0$19.1$19.7$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.4$32.6$56.8$18.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.1$34.7$58.5$16.8