Civic Intelligence

Tabor Academy

990T • Fiscal year 2023 • EIN 04-2103632

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization ProfileWWW.TABORACADEMY.ORG

View Organization Page

66 Spring StreetMarion, MA 02738

(508) 748-2000

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 2010: $76,203,024Liabilities 2010: $22,312,902Net Assets 2010: $53,890,1222010Assets 2011: $81,849,732Liabilities 2011: $21,272,659Net Assets 2011: $60,577,0732011Assets 2012: $80,597,500Liabilities 2012: $22,195,695Net Assets 2012: $58,401,8052012Assets 2013: $85,598,200Liabilities 2013: $21,686,341Net Assets 2013: $63,911,8592013Assets 2014: $98,026,004Liabilities 2014: $21,288,444Net Assets 2014: $76,737,5602014Assets 2015: $97,756,317Liabilities 2015: $21,119,361Net Assets 2015: $76,636,9562015Assets 2016: $105,448,341Liabilities 2016: $23,810,673Net Assets 2016: $81,637,6682016Assets 2017: $112,636,338Liabilities 2017: $33,103,853Net Assets 2017: $79,532,4852017Assets 2018: $109,555,160Liabilities 2018: $30,067,916Net Assets 2018: $79,487,2442018Assets 2019: $116,068,356Liabilities 2019: $34,277,538Net Assets 2019: $81,790,8182019Assets 2020: $114,650,166Liabilities 2020: $32,888,027Net Assets 2020: $81,762,1392020Assets 2021: $131,644,395Liabilities 2021: $32,731,122Net Assets 2021: $98,913,2732021Assets 2022: $129,635,296Liabilities 2022: $38,756,046Net Assets 2022: $90,879,2502022Assets 2023: $140,564,011Liabilities 2023: $42,621,657Net Assets 2023: $97,942,3542023Assets 2024: $145,642,917Liabilities 2024: $43,133,849Net Assets 2024: $102,509,0682024

Latest loaded filing

2024

Assets$145,642,917
Liabilities$43,133,849
Net Assets$102,509,068
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $25,739,1922010Expenses 2011: $26,612,5112011Expenses 2012: $27,366,7562012Revenue 2013: $31,760,671Expenses 2013: $30,047,585Net Income 2013: $1,713,0862013Revenue 2014: $37,315,519Expenses 2014: $29,970,975Net Income 2014: $7,344,5442014Revenue 2015: $30,946,369Expenses 2015: $31,756,090Net Income 2015: -$809,7212015Revenue 2016: $33,132,781Expenses 2016: $35,042,392Net Income 2016: -$1,909,6112016Revenue 2017: $34,459,544Expenses 2017: $41,539,880Net Income 2017: -$7,080,3362017Revenue 2018: $36,969,263Expenses 2018: $41,208,580Net Income 2018: -$4,239,3172018Revenue 2019: $42,940,878Expenses 2019: $39,961,977Net Income 2019: $2,978,9012019Revenue 2020: $42,877,364Expenses 2020: $42,496,493Net Income 2020: $380,8712020Revenue 2021: $42,865,044Expenses 2021: $42,344,622Net Income 2021: $520,4222021Revenue 2022: $45,527,198Expenses 2022: $44,696,841Net Income 2022: $830,3572022Revenue 2023: $52,779,113Expenses 2023: $48,470,670Net Income 2023: $4,308,4432023Revenue 2024: $49,680,743Expenses 2024: $49,453,315Net Income 2024: $227,4282024

Latest loaded filing

2024

Revenue$49,680,743
Expenses$49,453,315
Net Income$227,428
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

Tabor academy focuses its academic programs to inspire a life-long love of learning, to instill a passion for the highest standards of achievement, to encourage personal responsibility, and to foster care for others and committed citizenship.

Filing and Contact Details

Filer

Filer Name
Tabor Academy
EIN
04-2103632
Phone
5087482000
Address
66 SPRING STREET, MARION, MA 02738

Signing Officer

Name
James Bonsey
Title
Assoc Head for Fin/ops, CFO
Phone
5087482000
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen
Address
29 SOUTH MAIN STREET 4TH FLOOR, WEST HARTFORD, CT 06107
Preparer
John Toscano
Phone
8605614000
Raw XML Appendix112 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
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IRS1120ScheduleD/Form4797GainOrLossAmt01191
IRS1120ScheduleD/NetCapitalGainAmt09779
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt09779
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt06216
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt08588
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt06216
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0127
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt14182
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt34280
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STEPSTONE VC GLOBAL PARTNERS VIII-B, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1IRONSIDES PARTNERSHIP FUND V, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2TIFF PRIVATE EQUITY PARTNERS 2007, LLC
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3IRONSIDES PARTNERSHIP FUND VI, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt08588
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt06216
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0IRONSIDES PARTNERSHIP FUND V, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt06216
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt059030
IRS990T/BooksInCareOfDetail/PersonNm0JAMES BONSEY
IRS990T/BooksInCareOfDetail/PhoneNum05082918370
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt066 SPRING STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MARION
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002738
IRS990T/BookValueAssetsEOYAmt0140564011
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
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IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
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IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt089428
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/CapitalGainNetIncomeAmt015995
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt087966
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt087966
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-47865
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-31870
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-31870
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-119836
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-119836
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BONSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSOC HEAD FOR FIN/OPS, CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05087482000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TABOR ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0TABO
ReturnHeader/Filer/EIN0042103632
ReturnHeader/Filer/PhoneNum05087482000
ReturnHeader/Filer/USAddress/AddressLine1Txt066 SPRING STREET
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002738
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 SOUTH MAIN STREET 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08605614000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN TOSCANO
ReturnHeader/ReturnTs02024-05-01T14:59:28-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BONSEY
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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$146$43.1$103$49.7$49.5$0.23
2023Detailed filing. Detailed filing data is available for this year.$141$42.6$97.9$52.8$48.5$4.31
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.$130$38.8$90.9$45.5$44.7$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$32.7$98.9$42.9$42.3$0.52
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$32.9$81.8$42.9$42.5$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$34.3$81.8$42.9$40.0$2.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$30.1$79.5$37.0$41.2$4.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$33.1$79.5$34.5$41.5$7.08
2016Detailed filing. Detailed filing data is available for this year.$105$23.8$81.6$33.1$35.0$1.91
2015Detailed filing. Detailed filing data is available for this year.$97.8$21.1$76.6$30.9$31.8$0.81
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$98.0$21.3$76.7$37.3$30.0$7.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.6$21.7$63.9$31.8$30.0$1.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.6$22.2$58.4$27.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.8$21.3$60.6$26.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.2$22.3$53.9$25.7