Civic Intelligence

Groton School

990T • Fiscal year 2023 • EIN 04-2104265

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profilewww.groton.org

View Organization Page

PO Box 991Groton, MA 01450-0991

(978) 448-7566

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.

$800M$600M$400M$200M$0Assets 2010: $385,564,083Liabilities 2010: $72,333,325Net Assets 2010: $313,230,7582010Assets 2011: $421,402,610Liabilities 2011: $69,395,211Net Assets 2011: $352,007,3992011Assets 2012: $411,490,784Liabilities 2012: $78,082,487Net Assets 2012: $333,408,2972012Assets 2013: $440,108,102Liabilities 2013: $71,005,228Net Assets 2013: $369,102,8742013Assets 2014: $491,179,040Liabilities 2014: $82,859,840Net Assets 2014: $408,319,2002014Assets 2015: $511,393,534Liabilities 2015: $102,738,410Net Assets 2015: $408,655,1242015Assets 2016: $481,882,186Liabilities 2016: $102,287,689Net Assets 2016: $379,594,4972016Assets 2017: $520,237,297Liabilities 2017: $95,569,403Net Assets 2017: $424,667,8942017Assets 2018: $544,284,961Liabilities 2018: $95,258,105Net Assets 2018: $449,026,8562018Assets 2019: $544,767,407Liabilities 2019: $96,662,316Net Assets 2019: $448,105,0912019Assets 2020: $519,152,774Liabilities 2020: $104,494,682Net Assets 2020: $414,658,0922020Assets 2021: $639,928,563Liabilities 2021: $92,810,780Net Assets 2021: $547,117,7832021Assets 2022: $623,393,279Liabilities 2022: $86,063,013Net Assets 2022: $537,330,2662022Assets 2023: $636,973,139Liabilities 2023: $82,395,386Net Assets 2023: $554,577,7532023Assets 2024: $670,317,540Liabilities 2024: $67,380,063Net Assets 2024: $602,937,4772024

Latest loaded filing

2024

Assets$670,317,540
Liabilities$67,380,063
Net Assets$602,937,477
Open 2024 Filing

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $35,661,3622010Expenses 2011: $35,359,4182011Expenses 2012: $36,872,2572012Revenue 2013: $55,422,257Expenses 2013: $37,977,088Net Income 2013: $17,445,1692013Revenue 2014: $56,589,566Expenses 2014: $40,513,182Net Income 2014: $16,076,3842014Revenue 2015: $74,251,890Expenses 2015: $42,523,684Net Income 2015: $31,728,2062015Revenue 2016: $61,651,103Expenses 2016: $45,214,844Net Income 2016: $16,436,2592016Revenue 2017: $55,186,118Expenses 2017: $47,397,648Net Income 2017: $7,788,4702017Revenue 2018: $62,539,964Expenses 2018: $49,853,170Net Income 2018: $12,686,7942018Revenue 2019: $57,003,989Expenses 2019: $50,262,937Net Income 2019: $6,741,0522019Revenue 2020: $50,710,312Expenses 2020: $51,159,807Net Income 2020: -$449,4952020Revenue 2021: $71,039,183Expenses 2021: $54,862,923Net Income 2021: $16,176,2602021Revenue 2022: $61,768,419Expenses 2022: $54,908,675Net Income 2022: $6,859,7442022Revenue 2023: $54,693,070Expenses 2023: $55,058,708Net Income 2023: -$365,6382023Revenue 2024: $71,557,927Expenses 2024: $55,348,732Net Income 2024: $16,209,1952024

Latest loaded filing

2024

Revenue$71,557,927
Expenses$55,348,732
Net Income$16,209,195
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

Groton School is dedicated to educating promising students in a diverse and intimate community that fosters intellectual, moral, and spiritual character and physical development in preparation for lifelong learning, leadership, and service to others.

Filing and Contact Details

Filer

Filer Name
Groton School
EIN
04-2104265
Phone
9784487566
Address
PO BOX 991, GROTON, MA 01450-0991

Signing Officer

Name
John Herlihy
Title
CFO
Phone
9784487566
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Karen Lo
Phone
6179129000
Raw XML Appendix181 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.

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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-8406
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt013385
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-8406
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0352
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1552
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2230
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt312236
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4-166
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5245
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt6453
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt7-1171
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt9551
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt10725
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1170
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt12-750
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NORTHGATE PRIVATE EQUITY PARTNERS II (Q)
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3ACCOLADE PARTNERS VII, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4PARK STREET CAPITAL NATURAL RESOURCE FUN
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5NORTHGATE VENTURE PARTNERS II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6NORTHGATE IV, LP
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8COMMONFUND CAPITAL PRIVATE EQUITY PARTNE
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9COMMONFUND CAPITAL VENTURE PARTNERS VI,
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10ACCOLADE PARTNERS VIII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11INDUSTRY VENTURES PARTNERSHIP HOLDINGS V
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc12LITTLE JOHN FUND VI, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc13FORM 6781, PART I
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt013385
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-3
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1559
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-1
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3256
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4-9303
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt586
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ACCOLADE PARTNERS V, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ACCOLADE PARTNERS VII, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2ACCOLADE PARTNERS VIII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3INDUSTRY VENTURES PARTNERSHIP HOLDINGS V
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4LITTLE JOHN FUND VI, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5FORM 6781, PART I
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-8406
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0137765
IRS990T/BooksInCareOfDetail/PersonNm0JOHN HERLIHY
IRS990T/BooksInCareOfDetail/PhoneNum09784487566
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 991
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GROTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd001450
IRS990T/BookValueAssetsEOYAmt0636973139
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt020000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt011835
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt020000
IRS990T/OverpaymentSection/OverpaymentAmt020000
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0829535
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt14329
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1530000
IRS990TScheduleA/CapitalGainNetIncomeAmt026352
IRS990TScheduleA/DepletionAmt0298846
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetRentIncomeAmt011835
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PrincipalBusinessActivityCd1530000
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt08890
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt020725
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt020725
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0282 FARMERS ROW
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0GROTON
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0MA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd001450
IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt0298846
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1061136
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt18890
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt120725
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1034784
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt18890
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IRS990TScheduleA/TradeOrBusinessDesc1RENTAL SPACE
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1333630
IRS990TScheduleA/UBIBeforeNOLDedAmt111835
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IRS990T/TaxableCorporationAmt00
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IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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ReturnHeader/Filer/BusinessNameControlTxt0GROT
ReturnHeader/Filer/EIN0042104265
ReturnHeader/Filer/PhoneNum09784487566
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 991
ReturnHeader/Filer/USAddress/CityNm0GROTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0014500991
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 CITY SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum06179129000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN LO
ReturnHeader/ReturnTs02024-05-15T13:32:14-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERLIHY
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
2024Detailed filing. Detailed filing data is available for this year.$670$67.4$603$71.6$55.3$16.2
2023Detailed filing. Detailed filing data is available for this year.$637$82.4$555$54.7$55.1$0.37
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.$623$86.1$537$61.8$54.9$6.86
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$640$92.8$547$71.0$54.9$16.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$519$104$415$50.7$51.2$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$545$96.7$448$57.0$50.3$6.74
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$544$95.3$449$62.5$49.9$12.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$520$95.6$425$55.2$47.4$7.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$482$102$380$61.7$45.2$16.4
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$511$103$409$74.3$42.5$31.7
2014Detailed filing. Detailed filing data is available for this year.$491$82.9$408$56.6$40.5$16.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$440$71.0$369$55.4$38.0$17.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$411$78.1$333$36.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$421$69.4$352$35.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$386$72.3$313$35.7