Civic Intelligence

Shore Country Day School

990 • Fiscal year 2016 • EIN 04-2104926

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 09, 2017

545 Cabot StreetBeverly, MA 01915

(978) 927-1700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.17x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.47x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

30th percentile

-1.3%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

74th percentile

$380,272

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

37th percentile

-0.2%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.8%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Down

$41,877,308

Down $75,360 (-0.2%) from 2015

Net Assets

Down

$34,810,430

Down $305,134 (-0.9%) from 2015

Liabilities

Up

$7,066,878

Up $229,774 (+3.4%) from 2015

Revenue

Up

$14,890,367

Up $266,947 (+1.8%) from 2015

Expenses

Up

$15,090,603

Up $776,228 (+5.4%) from 2015

Net Income

Down

-$200,236

Down $509,281 (-165%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $23,054,364Liabilities 2010: $751,913Net Assets 2010: $22,302,4512010Assets 2011: $25,790,921Liabilities 2011: $1,109,731Net Assets 2011: $24,681,1902011Assets 2012: $30,710,710Liabilities 2012: $1,161,771Net Assets 2012: $29,548,9392012Assets 2013: $42,380,284Liabilities 2013: $10,038,869Net Assets 2013: $32,341,4152013Assets 2014: $42,865,010Liabilities 2014: $7,724,261Net Assets 2014: $35,140,7492014Assets 2015: $41,952,668Liabilities 2015: $6,837,104Net Assets 2015: $35,115,5642015Assets 2016: $41,877,308Liabilities 2016: $7,066,878Net Assets 2016: $34,810,4302016Assets 2017: $44,986,088Liabilities 2017: $7,657,490Net Assets 2017: $37,328,5982017Assets 2018: $44,949,201Liabilities 2018: $6,973,806Net Assets 2018: $37,975,3952018Assets 2019: $46,055,773Liabilities 2019: $6,916,664Net Assets 2019: $39,139,1092019Assets 2020: $47,193,689Liabilities 2020: $7,823,968Net Assets 2020: $39,369,7212020Assets 2021: $51,799,692Liabilities 2021: $6,469,226Net Assets 2021: $45,330,4662021Assets 2022: $47,855,023Liabilities 2022: $6,311,606Net Assets 2022: $41,543,4172022Assets 2023: $49,417,743Liabilities 2023: $6,258,352Net Assets 2023: $43,159,3912023Assets 2024: $49,942,507Liabilities 2024: $5,359,058Net Assets 2024: $44,583,4492024

Highlighted filing

2016

Assets$41,877,308
Liabilities$7,066,878
Net Assets$34,810,430

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,295,9482010Expenses 2011: $12,172,5452011Expenses 2012: $12,247,3322012Revenue 2013: $14,898,081Expenses 2013: $12,715,870Net Income 2013: $2,182,2112013Revenue 2014: $15,334,846Expenses 2014: $13,445,237Net Income 2014: $1,889,6092014Revenue 2015: $14,623,420Expenses 2015: $14,314,375Net Income 2015: $309,0452015Revenue 2016: $14,890,367Expenses 2016: $15,090,603Net Income 2016: -$200,2362016Revenue 2017: $17,064,420Expenses 2017: $15,660,103Net Income 2017: $1,404,3172017Revenue 2018: $15,620,163Expenses 2018: $15,305,121Net Income 2018: $315,0422018Revenue 2019: $15,394,791Expenses 2019: $15,471,153Net Income 2019: -$76,3622019Revenue 2020: $14,615,311Expenses 2020: $14,266,804Net Income 2020: $348,5072020Revenue 2021: $17,689,477Expenses 2021: $14,163,668Net Income 2021: $3,525,8092021Revenue 2022: $15,387,287Expenses 2022: $15,256,276Net Income 2022: $131,0112022Revenue 2023: $16,371,515Expenses 2023: $16,460,308Net Income 2023: -$88,7932023Revenue 2024: $13,957,188Expenses 2024: $14,905,187Net Income 2024: -$947,9992024

Highlighted filing

2016

Revenue$14,890,367
Expenses$15,090,603
Net Income-$200,236
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$14,969,236
Mission and Program Overview

Mission

To provide an education that inspires a love of learning and encourages children to embrace academic challenge. We seek to build character, cultivate creativity, and value diversity as we help our children become healthy, compassionate citizens of the world.

To provide education to students in Pre-K/Kindergarten to 9th Grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,631,847$24,130,142▼ $501,705
Investments in Publicly Traded Securities$13,867,465$15,156,580▲ $1,289,115
Savings and Temporary Cash Investments$1,189,690$1,226,256▲ $36,566
Pledges and Grants Receivable$1,207,162$478,227▼ $728,935
Cash and Non-Interest-Bearing Accounts$544,726$475,746▼ $68,980
Prepaid Expenses and Deferred Charges$302,371$218,975▼ $83,396
Accounts Receivable$20,879$29,095▲ $8,216
Receivables From Officers Etc$20,000$0▼ $20,000
Total Assets$41,952,668$41,877,308▼ $75,360
Other Assets Total$168,528$162,287▼ $6,241
Liabilities
Tax Exempt Bond Liabilities$5,300,000$5,119,716▼ $180,284
Other Liabilities$384,350$642,610▲ $258,260
Accounts Payable and Accrued Expenses$550,011$598,162▲ $48,151
Deferred Revenue$526,548$488,953▼ $37,595
Mortgage Notes Payable Secured by Investment Property$76,195$217,437▲ $141,242
Total Liabilities$6,837,104$7,066,878▲ $229,774
Net Assets / Fund Balance
Unrestricted Net Assets$30,320,688$30,451,384▲ $130,696
Temporarily Rstr Net Assets$3,303,152$2,273,352▼ $1,029,800
Permanently Rstr Net Assets$1,491,724$2,085,694▲ $593,970
Total Net Assets Fund Balance$35,115,564$34,810,430▼ $305,134
Total Liabilities and Net Assets / Fund Balance$41,952,668$41,877,308▼ $75,360

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,098,636$9,192,091$32,290,727
Equipment$779,293$1,422,972$2,202,265
Other Land Buildings$92,613$70,288$162,901
Land$159,600-$159,600

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$11,996,682$279,434▼ $32,049$464,379$11,779,688
2014$12,233,638$232,390▼ $53,257$416,089$11,996,682
2013$8,404,477$2,682,660▲ $1,453,724$307,223$12,233,638
2012$7,825,664$69,258▲ $845,896$336,341$8,404,477
2011$8,224,491$28,320▼ $95,833$331,314$7,825,664
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence A GriffinHead of SchoolFT$311,804$68,468$380,272
Roberta B WhitingChief Financial OfficerFT$209,500$48,950$258,450
Jody JohnsonDirector of AdvancementFT$152,247$7,612$159,859
Benjamin KennedyAsst Head of School & Head of Upper SchoolFT$131,275$6,450$137,725
Elizabeth MacCurrachTeacherFT$118,654$11,635$130,289
Lee CareyDirector of Admissions & PlacementFT$117,875$11,788$129,663
Revenue and Support

Revenue Composition

Contributions and Grants
$2,307,487
Program Service Revenue
$12,386,969
Investment Income
$147,944
Other Revenue
$47,967
All Other Contributions
$2,307,487
Change in Net Assets
$-200,236

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$434,383Market Value
Total Noncash Contributions4$434,383-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,656,802
Revenue Not Reported on Financial Statements
$1,233,565
Revenue Not Reported on Form 990
$-83,135
Other Revenue Adjustments
$1,233,565
Total Revenue per Audited Statements
$13,573,667
Total Revenue per Form 990
$14,890,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,637,838
Other Expenses$4,219,200
Grants and Similar Amounts Paid$1,233,565
Total Fundraising Expense$568,280
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,901,289$1,176,122$281,187$6,358,598
Other Employee Benefits$1,203,291$295,651$23,013$1,521,955
Depreciation Depletion$1,272,828--$1,272,828
Grants to Domestic Individuals$1,233,565--$1,233,565
Current Officers, Directors, Trustees, and Key Employees-$757,981-$757,981
Office Expenses$335,802$106,652$65,493$507,947
Payroll Taxes$345,107$136,072$19,783$500,962
Pension Plan Contributions$343,303$135,360$19,679$498,342
All Other Expenses$150,758$146,387$100,364$397,509
Occupancy$260,501--$260,501
Travel$231,889-$3,833$235,722
Information Technology$111,900$96,913-$208,813
Other Expenses$85,289$10,638$33,095$129,022
Interest$105,674--$105,674
Fees for Services Other-$65,022$6,500$71,522
Fees for Services Accounting-$38,639-$38,639
Conferences and Meetings$5,689$17,875$4,209$27,773
Fees for Services Legal-$10,796-$10,796
Advertising$9,440--$9,440
Total Functional Expenses$11,283,745$3,238,578$568,280$15,090,603

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,090,603
Total Expenses per Audited Statements$13,878,801
Expenses per Audited Statements$13,857,038
Expenses Not Reported on Financial Statements$1,233,565
Other Expense Adjustments$1,233,565
Expenses Not Reported on Form 990$21,763
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$20,000$0▼ $20,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tuition deposits$642,610

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMassachusetts Development Finance Agency2012-06-28$8,500,000Finance construction costs
AMassachusetts Development Finance Agency2012-06-28$4,000,000Finance construction costs

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$8,500,000-$7,232,136$127,331
A$4,000,000-$148,148$59,920

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The parents of any child who is enrolled as a pupil of the school are members of the organization until such child ceases to be a pupil of the school.

Form 990, Part VI, Section A, line 7A

The members of the organization elect the trustees, treasurer and clerk.

Form 990, Part VI, Section A, line 7B

The members of the organization elect the trustees, treasurer and clerk.

Form 990, Part VI, Section B, line 11

The Form 990 is presented to the compensation committee as directed by the board of directors.

Form 990, Part VI, Section B, line 12C

Shore Country Day School requires directors, officers, and key employees to complete a conflict of interest questionnaire every year. These individuals are asked to review the Conflict of Interest Policy at the same time. The completed forms are reviewed and any apparent conflicts are probed and resolved. The Board of Directors and staff are also vigilant during the year for any conflicts of interest which may arise in the period between completing the questionnaires.

Form 990, Part VI, Section B, line 15

The process and policy for determining compensation for key employees at Shore Country Day School is as follows: The School has established a compensation committee to determine the compensation for key employees. The policy of the committee is to attract and retain key executive talent by providing a competitive total compensation package. In determining competitiveness, Shore Country Day School looks primarily to compensation offered by other local non-profit organizations that are similar in size as well as reviewing statistical data provided by the Independent School Data Exchange (INDEX). The Compensation Committee of the Board of Directors reports the process to the Board of Directors as well as any major changes in the School's benefit plans applicable to key executives of Shore Country Day School. "Key executive" is defined as Headmaster and Chief Financial Officer. The Compensation Committee documents the basis for its determination of the reasonable compensation for those key executives under its review and the basis for determining that the compensation of the executive was reasonable in light of market data. The Compensation Committee reports to the Board of Directors on an annual basis. The Board of Directors periodically reviews the membership of the Compensation Committee with a view to making sure that no member is subject to a conflict of interest which would make his or her participation in the review of compensation inappropriate.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy, financial statements and Form 990 are immediately made available to the public by calling the School's office, walking into the School's office or mailing in a request to the School. The Form 990 and financial statements are also available through the Massachusetts Attorney General's office/website.

Filing and Contact Details

Filer

Filer Name
Shore Country Day School
EIN
04-2104926
Phone
9789271700
Address
545 Cabot Street, Beverly, MA 01915

Signing Officer

Name
Jennifer M Borggaard
Title
President
Phone
9789271700
Signed
2017-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer M Borggaard
Formed
1936
Legal Domicile
Ma
Voting Board Members
25
Independent Board Members
25
Employees
149
Volunteers
250

Preparer

Firm
Tonneson & Company PC
Address
401 Edgewater Place Suite 300, Wakefield, MA 01880-6208
Preparer
Cynthia P Almquist
Phone
7812459999
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

In determining the recognition of uncertain tax positions, the School applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2016, the School has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.

Part XI, Line 2D - Other Adjustments:

Rental Expenses 21,763.

Part XI, Line 4B - Other Adjustments:

Financial Aid 1,233,565.

Part XII, Line 2D - Other Adjustments:

Rental Expenses 21,763.

Part XII, Line 4B - Other Adjustments:

Financial Aid 1,233,565.

Raw XML AppendixShowing 400 of 855 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0550011
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0598162
IRS990/AccountsReceivableGrp/BOYAmt020879
IRS990/AccountsReceivableGrp/EOYAmt029095
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide education to students in Pre-K/Kindergarten to 9th Grade.
IRS990/AdvertisingGrp/ProgramServicesAmt09440
IRS990/AdvertisingGrp/TotalAmt09440
IRS990/AllOtherContributionsAmt02307487
IRS990/AllOtherExpensesGrp/FundraisingAmt0100364
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0146387
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0150758
IRS990/AllOtherExpensesGrp/TotalAmt0397509
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Ann-Marie Flynn
IRS990/BooksInCareOfDetail/PhoneNum09789271700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0545 Cabot Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Beverly
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001915
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0544726
IRS990/CashNonInterestBearingGrp/EOYAmt0475746
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0757981
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0757981
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt04209
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt017875
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05689
IRS990/ConferencesMeetingsGrp/TotalAmt027773
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02307487
IRS990/CYGrantsAndSimilarPaidAmt01233565
IRS990/CYInvestmentIncomeAmt0147944
IRS990/CYOtherExpensesAmt04219200
IRS990/CYOtherRevenueAmt047967
IRS990/CYProgramServiceRevenueAmt012386969
IRS990/CYRevenuesLessExpensesAmt0-200236
IRS990/CYSalariesCompEmpBnftPaidAmt09637838
IRS990/CYTotalExpensesAmt015090603
IRS990/CYTotalFundraisingExpenseAmt0568280
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014890367
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0526548
IRS990/DeferredRevenueGrp/EOYAmt0488953
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01272828
IRS990/DepreciationDepletionGrp/TotalAmt01272828
IRS990/Desc0Shore Country Day School provides education to 419 students in Pre-K/Kindergarten to 9th Grade.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0149
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt011114962
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt038639
IRS990/FeesForServicesAccountingGrp/TotalAmt038639
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010796
IRS990/FeesForServicesLegalGrp/TotalAmt010796
IRS990/FeesForServicesOtherGrp/FundraisingAmt06500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt065022
IRS990/FeesForServicesOtherGrp/TotalAmt071522
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt183.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt193.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt203.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt213.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt223.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt233.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt243.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2568468
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2648950
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt277612
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt286450
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2911635
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3011788
IRS990/Form990PartVIISectionAGrp/PersonNm0Jennifer M Borggaard
IRS990/Form990PartVIISectionAGrp/PersonNm1Joshua A Webber
IRS990/Form990PartVIISectionAGrp/PersonNm2Duncan B Wilkinson
IRS990/Form990PartVIISectionAGrp/PersonNm3William M Shields
IRS990/Form990PartVIISectionAGrp/PersonNm4Martha B Bacigalupo
IRS990/Form990PartVIISectionAGrp/PersonNm5William O Charman
IRS990/Form990PartVIISectionAGrp/PersonNm6John Collins
IRS990/Form990PartVIISectionAGrp/PersonNm7Khoa Do
IRS990/Form990PartVIISectionAGrp/PersonNm8Robin Ellis
IRS990/Form990PartVIISectionAGrp/PersonNm9Amy Foster
IRS990/Form990PartVIISectionAGrp/PersonNm10High Foster
IRS990/Form990PartVIISectionAGrp/PersonNm11Johan Goedkoop
IRS990/Form990PartVIISectionAGrp/PersonNm12James A Hamilton
IRS990/Form990PartVIISectionAGrp/PersonNm13Rayna Lesser Hannaway
IRS990/Form990PartVIISectionAGrp/PersonNm14Julia Hesse
IRS990/Form990PartVIISectionAGrp/PersonNm15Courtney Kagan
IRS990/Form990PartVIISectionAGrp/PersonNm16Elizabeth Mallon
IRS990/Form990PartVIISectionAGrp/PersonNm17Denise Marks
IRS990/Form990PartVIISectionAGrp/PersonNm18Cynthia Mazareas
IRS990/Form990PartVIISectionAGrp/PersonNm19John J Meany
IRS990/Form990PartVIISectionAGrp/PersonNm20Fiona Minney
IRS990/Form990PartVIISectionAGrp/PersonNm21Santo Politi
IRS990/Form990PartVIISectionAGrp/PersonNm22Elizabeth Skates
IRS990/Form990PartVIISectionAGrp/PersonNm23Richard Toran Jr
IRS990/Form990PartVIISectionAGrp/PersonNm24Patrick A Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm25Lawrence A Griffin
IRS990/Form990PartVIISectionAGrp/PersonNm26Roberta B Whiting
IRS990/Form990PartVIISectionAGrp/PersonNm27Jody Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm28Benjamin Kennedy
IRS990/Form990PartVIISectionAGrp/PersonNm29Elizabeth MacCurrach
IRS990/Form990PartVIISectionAGrp/PersonNm30Lee Carey
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25311804
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26209500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27152247
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28131275
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29118654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30117875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt25Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt26Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director of Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt28Asst Head of School & Head of Upper School
IRS990/Form990PartVIISectionAGrp/TitleTxt29Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt30Director of Admissions & Placement
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01936
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt034348
IRS990/GainOrLossGrp/SecuritiesAmt0-53578
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt01233565
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01233565
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01233565
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt037876
IRS990/GrossReceiptsAmt014969236
IRS990/GrossRentsGrp/RealAmt014400
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt096913
IRS990/InformationTechnologyGrp/ProgramServicesAmt0111900
IRS990/InformationTechnologyGrp/TotalAmt0208813
IRS990/InterestGrp/ProgramServicesAmt0105674
IRS990/InterestGrp/TotalAmt0105674
IRS990/InvestmentIncomeGrp/ExclusionAmt0167174
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0167174
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013867465
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015156580
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010685351
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024631847
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024130142
IRS990/LandBldgEquipCostOrOtherBssAmt034815493
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03528
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt053578
IRS990/LessRentalExpensesGrp/RealAmt021763
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide an education that inspires a love of learning and encourages children to embrace academic challenge. We seek to build character, cultivate creativity, and value diversity as we help our children become healthy, compassionate citizens of the world.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt076195
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0217437
IRS990/NetAssetsOrFundBalancesBOYAmt035115564
IRS990/NetAssetsOrFundBalancesEOYAmt034810430
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-53578
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt034348
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-19230
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-7363
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-7363
IRS990/NetUnrelatedBusTxblIncmAmt0-7363
IRS990/NetUnrlzdGainsLossesInvstAmt0-104898
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0434383
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0260501
IRS990/OccupancyGrp/TotalAmt0260501
IRS990/OfficeExpensesGrp/FundraisingAmt065493
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0106652
IRS990/OfficeExpensesGrp/ProgramServicesAmt0335802
IRS990/OfficeExpensesGrp/TotalAmt0507947
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0168528
IRS990/OtherAssetsTotalGrp/EOYAmt0162287
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.9$5.36$44.6$14.0$14.9$0.95
2023Detailed filing. Detailed filing data is available for this year.$49.4$6.26$43.2$16.4$16.5$0.09
2022Detailed filing. Detailed filing data is available for this year.$47.9$6.31$41.5$15.4$15.3$0.13
2021Detailed filing. Detailed filing data is available for this year.$51.8$6.47$45.3$17.7$14.2$3.53
2020Detailed filing. Detailed filing data is available for this year.$47.2$7.82$39.4$14.6$14.3$0.35
2019Detailed filing. Detailed filing data is available for this year.$46.1$6.92$39.1$15.4$15.5$0.08
2018Detailed filing. Detailed filing data is available for this year.$44.9$6.97$38.0$15.6$15.3$0.32
2017Detailed filing. Detailed filing data is available for this year.$45.0$7.66$37.3$17.1$15.7$1.40
2016Detailed filing. Detailed filing data is available for this year.$41.9$7.07$34.8$14.9$15.1$0.20
2015Detailed filing. Detailed filing data is available for this year.$42.0$6.84$35.1$14.6$14.3$0.31
2014Detailed filing. Detailed filing data is available for this year.$42.9$7.72$35.1$15.3$13.4$1.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$10.0$32.3$14.9$12.7$2.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$1.16$29.5$12.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$1.11$24.7$12.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.75$22.3$11.3