Civic Intelligence

Montrose Foundation Inc.

990 • Fiscal year 2019 • EIN 04-2668765

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 12, 2020

29 North StreetMedfield, MA 02052

(508) 359-2423

Siviq Scores

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

Liabilities / Assets

58th percentile

0.28x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.84x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

17th percentile

-9.9%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

16th percentile

-4.3%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

4.6%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$18,479,525

Down $838,181 (-4.3%) from 2018

Net Assets

Down

$13,253,563

Down $608,477 (-4.4%) from 2018

Liabilities

Down

$5,225,962

Down $229,704 (-4.2%) from 2018

Revenue

Up

$6,216,709

Up $270,600 (+4.6%) from 2018

Expenses

Up

$6,829,970

Up $776,481 (+13%) from 2018

Net Income

Down

-$613,261

Down $505,881 (-471%) from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $12,954,028Liabilities 2012: $6,116,571Net Assets 2012: $6,837,4572012Assets 2013: $15,219,185Liabilities 2013: $5,910,602Net Assets 2013: $9,308,5832013Assets 2014: $16,620,778Liabilities 2014: $5,558,228Net Assets 2014: $11,062,5502014Assets 2015: $19,193,802Liabilities 2015: $6,874,031Net Assets 2015: $12,319,7712015Assets 2016: $19,542,305Liabilities 2016: $6,235,044Net Assets 2016: $13,307,2612016Assets 2017: $19,229,755Liabilities 2017: $5,230,386Net Assets 2017: $13,999,3692017Assets 2018: $19,317,706Liabilities 2018: $5,455,666Net Assets 2018: $13,862,0402018Assets 2019: $18,479,525Liabilities 2019: $5,225,962Net Assets 2019: $13,253,5632019Assets 2020: $19,504,463Liabilities 2020: $6,056,557Net Assets 2020: $13,447,9062020Assets 2021: $18,590,536Liabilities 2021: $4,607,886Net Assets 2021: $13,982,6502021Assets 2022: $17,933,464Liabilities 2022: $5,178,217Net Assets 2022: $12,755,2472022Assets 2023: $17,957,384Liabilities 2023: $4,946,469Net Assets 2023: $13,010,9152023Assets 2024: $21,821,037Liabilities 2024: $5,726,244Net Assets 2024: $16,094,7932024Assets 2025: $26,831,781Liabilities 2025: $6,097,265Net Assets 2025: $20,734,5162025

Highlighted filing

2019

Assets$18,479,525
Liabilities$5,225,962
Net Assets$13,253,563

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $3,376,5712012Revenue 2013: $6,283,563Expenses 2013: $3,844,765Net Income 2013: $2,438,7982013Revenue 2014: $5,840,830Expenses 2014: $4,104,670Net Income 2014: $1,736,1602014Revenue 2015: $5,657,262Expenses 2015: $4,412,010Net Income 2015: $1,245,2522015Revenue 2016: $5,694,018Expenses 2016: $4,694,558Net Income 2016: $999,4602016Revenue 2017: $5,552,447Expenses 2017: $4,893,466Net Income 2017: $658,9812017Revenue 2018: $5,946,109Expenses 2018: $6,053,489Net Income 2018: -$107,3802018Revenue 2019: $6,216,709Expenses 2019: $6,829,970Net Income 2019: -$613,2612019Revenue 2020: $7,342,546Expenses 2020: $7,173,157Net Income 2020: $169,3892020Revenue 2021: $8,753,750Expenses 2021: $8,219,007Net Income 2021: $534,7432021Revenue 2022: $7,647,629Expenses 2022: $8,304,924Net Income 2022: -$657,2952022Revenue 2023: $9,184,798Expenses 2023: $9,212,452Net Income 2023: -$27,6542023Revenue 2024: $13,853,391Expenses 2024: $10,769,513Net Income 2024: $3,083,8782024Revenue 2025: $16,691,451Expenses 2025: $12,089,078Net Income 2025: $4,602,3732025

Highlighted filing

2019

Revenue$6,216,709
Expenses$6,829,970
Net Income-$613,261
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.2
Gross Receipts
$6,322,957
Mission and Program Overview

Mission

To educate young women to pursue the truth in all they do. Built on the foundation of a rich liberal arts curriculum, personal character formation, and collaboration with parents, each student is challenged to cultivate intellect, character, leadership, service, faith and reason.

To educate young women to pursue the truth in all they do. Built on the foundation of a rich liberal arts curriculum, personal character formation, and collaboration with parents. Each student is challenged to cultivate intellect, character, leadership, service, faith and reason.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,211,681$17,737,217▼ $474,464
Cash and Non-Interest-Bearing Accounts$1,103,525$741,051▼ $362,474
Total Assets$19,317,706$18,479,525▼ $838,181
Other Assets Total$2,500$1,257▼ $1,243
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,374,560$3,090,116▼ $284,444
Deferred Revenue$1,694,649$1,692,102▼ $2,547
Other Liabilities$386,457$443,744▲ $57,287
Total Liabilities$5,455,666$5,225,962▼ $229,704
Net Assets / Fund Balance
Unrestricted Net Assets$13,862,040$13,253,563▼ $608,477
Total Net Assets Fund Balance$13,862,040$13,253,563▼ $608,477
Total Liabilities and Net Assets / Fund Balance$19,317,706$18,479,525▼ $838,181

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,583,656$3,174,738$13,758,394
Leasehold Improvements$5,142,209$1,577,254$6,719,463
Land$1,943,713-$1,943,713
Other Land Buildings$47,962$297,447$345,409
Equipment$19,677$268,628$288,305
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$644,100
Program Service Revenue
$5,395,742
Investment Income
$23
Other Revenue
$176,844
All Other Contributions
$570,795
Change in Net Assets
$-613,261

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,216,709
Revenue Not Reported on Form 990
$80,016
Total Revenue per Audited Statements
$6,296,725
Total Revenue per Form 990
$6,216,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,249,834
Other Expenses$1,930,925
Grants and Similar Amounts Paid$1,649,211
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,811,999$1,032,732-$2,844,731
Grants to Domestic Individuals$1,649,211--$1,649,211
Depreciation Depletion$400,879$100,220-$501,099
Occupancy$279,635$69,909-$349,544
Office Expenses$191,056$127,371-$318,427
Insurance$210,381$52,595-$262,976
Payroll Taxes$137,902$91,934-$229,836
Current Officers, Directors, Trustees, and Key Employees-$175,267-$175,267
Interest$55,370$13,843-$69,213
Information Technology$35,900$23,933-$59,833
Advertising$35,410--$35,410
Other Expenses$12,583$8,389-$20,972
Conferences and Meetings$17,313--$17,313
Fees for Services Accounting$8,175$5,450-$13,625
Fees for Services Legal$2,781$1,854-$4,635
Fees for Services Other$1,800$1,200-$3,000
Total Functional Expenses$5,125,273$1,704,697$0$6,829,970

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,914,542
Expenses per Audited Statements$6,829,970
Total Expenses per Form 990$6,829,970
Expenses Not Reported on Form 990$84,572
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$146,276
Fundraising Direct Expenses$58,037
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$219,581$146,276$21,118$125,158
Total Events$219,581$146,276$58,037$88,239
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$440,026
Lease Deposits$3,718
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 6

The organization members are made up of the orginal incorporators, trustees and officers.

Form 990, Page 6, Part VI, Line 7A

The member trustees and officers of the governing body are nominated and elected by other members and trustees at the annual meeting.

Form 990, Page 6, Part VI, Line 7B

The governing body does not have committees with authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 8B

All meetings of the governing body are properly documented. There are no committees.

Form 990, Page 6, Part VI, Line 11B

The details of form 990 are left up to the financial officer as stated in the organizations bylaws.

Form 990, Page 6, Part VI, Line 12C

Any board member who receives a written inquiry, complaint, or suggestion shall present it before the board at the next board meeting. After an inquiry, complaint or suggestion has been heard by the board and if it is found to be of merit, any action taken shall be by approval by the vote of the board. If the matter if found to be without merit, or if the board votes to table or dismiss the issue, the petitioner shall be notified of the outcome in writing by the president.

Form 990, Page 6, Part VI, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Montrose Foundation Inc
EIN
04-2668765
Phone
5083592423
Address
29 NORTH STREET, MEDFIELD, MA 02052

Signing Officer

Name
Karen Bohlin
Title
Head of School
Phone
5083592423
Signed
2020-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Bohlin
Formed
1978
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
0
Employees
74
Volunteers
50

Preparer

Firm
David a Doucette CPA Pllc
Address
137 SCHOOL ST, FRANKLIN, MA 02038-2015
Preparer
Denise M Smith CPA
Phone
5083393078
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To educate young women to pursue the truth in all they do. Built on the foundation of a rich liberal arts curriculum, personal character formation, and collaboration with parents. Each student is challenged to cultivate intellect, character, leadership, service, faith and reason.

Form 990, Part XI, Line 9

Accrual to cash adjustment py 4,784

Financial Statement Notes

Schedule D, Page 3, Part X

The organization follows the accounting for uncertainty in income taxes standard, whch requires the organization to report certain uncertain tax positions, related to interest and penalties, and to adjust its assets and liabilities related to unrecognized tax benefits and accrue interest and penalties accordingly. As of june 30, 2019, the organization determined that there are no material unrecognized tax benefits to report.

Schedule D, Page 4, Part XI, Line 2D

Rent expense 48,211 accrual to cash adjustment -29,196 fundraising expense 58,037 released from restrictions 2,964

Schedule D, Page 4, Part XII, Line 2D

Rent expense 48,211 accrual to cash adjustment -21,676 fundraising expense 58,037

Schedule D, Page 4, Part XII, Line 4B

Depreciation - no adj. -44,321 book / tax depreciation difference 44,321

Raw XML AppendixShowing 400 of 499 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO EDUCATE YOUNG WOMEN TO PURSUE THE TRUTH IN ALL THEY DO. BUILT ON THE FOUNDATION OF A RICH LIBERAL ARTS CURRICULUM, PERSONAL CHARACTER FORMATION, AND COLLABORATION WITH PARENTS. EACH STUDENT IS CHALLENGED TO CULTIVATE INTELLECT, CHARACTER, LEADERSHIP, SERVICE, FAITH AND REASON.
IRS990/AdvertisingGrp/ProgramServicesAmt035410
IRS990/AdvertisingGrp/TotalAmt035410
IRS990/AllOtherContributionsAmt0570795
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0KAREN BOHLIN
IRS990/BooksInCareOfDetail/PhoneNum05083592423
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt029 NORTH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEDFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002052
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01103525
IRS990/CashNonInterestBearingGrp/EOYAmt0741051
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0175267
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0175267
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt017313
IRS990/ConferencesMeetingsGrp/TotalAmt017313
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt073305
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0644100
IRS990/CYGrantsAndSimilarPaidAmt01649211
IRS990/CYInvestmentIncomeAmt023
IRS990/CYOtherExpensesAmt01930925
IRS990/CYOtherRevenueAmt0176844
IRS990/CYProgramServiceRevenueAmt05395742
IRS990/CYRevenuesLessExpensesAmt0-613261
IRS990/CYSalariesCompEmpBnftPaidAmt03249834
IRS990/CYTotalExpensesAmt06829970
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06216709
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01694649
IRS990/DeferredRevenueGrp/EOYAmt01692102
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0100220
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0400879
IRS990/DepreciationDepletionGrp/TotalAmt0501099
IRS990/Desc0THE EDUCATION AND DEVELOPMENT OF LOCAL, NATIONAL, AND INTERNATIONAL YOUNG WOMEN FROM GRADES 6-12.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt074
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05125273
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05450
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08175
IRS990/FeesForServicesAccountingGrp/TotalAmt013625
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01854
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02781
IRS990/FeesForServicesLegalGrp/TotalAmt04635
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01800
IRS990/FeesForServicesOtherGrp/TotalAmt03000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
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/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/PersonNm0WILLIAM NOONAN
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM BOWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JANE ANN DRIVER
IRS990/Form990PartVIISectionAGrp/PersonNm3DONNA FERNANDES
IRS990/Form990PartVIISectionAGrp/PersonNm4CALVIN HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm5NEIL JACOB
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN MANGELS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY OLOHAN
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL ROBERTO
IRS990/Form990PartVIISectionAGrp/PersonNm9MARGARET ROWAN
IRS990/Form990PartVIISectionAGrp/PersonNm10CAROL SENNOTT
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/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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt073305
IRS990/FundraisingDirectExpensesAmt058037
IRS990/FundraisingGrossIncomeAmt0146276
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01649211
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01649211
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01649211
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06322957
IRS990/GrossRentsGrp/RealAmt061352
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023933
IRS990/InformationTechnologyGrp/ProgramServicesAmt035900
IRS990/InformationTechnologyGrp/TotalAmt059833
IRS990/InsuranceGrp/ManagementAndGeneralAmt052595
IRS990/InsuranceGrp/ProgramServicesAmt0210381
IRS990/InsuranceGrp/TotalAmt0262976
IRS990/InterestGrp/ManagementAndGeneralAmt013843
IRS990/InterestGrp/ProgramServicesAmt055370
IRS990/InterestGrp/TotalAmt069213
IRS990/InvestmentIncomeGrp/ExclusionAmt023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05318067
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018211681
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017737217
IRS990/LandBldgEquipCostOrOtherBssAmt023055284
IRS990/LegalDomicileStateCd0MA
IRS990/LessRentalExpensesGrp/RealAmt048211
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO EDUCATE YOUNG WOMEN TO PURSUE THE TRUTH IN ALL THEY DO. BUILT ON THE FOUNDATION OF A RICH LIBERAL ARTS CURRICULUM, PERSONAL CHARACTER FORMATION, AND COLLABORATION WITH PARENTS. EACH STUDENT IS CHALLENGED TO CULTIVATE INTELLECT, CHARACTER, LEADERSHIP, SERVICE, FAITH AND REASON.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03374560
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03090116
IRS990/NetAssetsOrFundBalancesBOYAmt013862040
IRS990/NetAssetsOrFundBalancesEOYAmt013253563
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt088239
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt088239
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013141
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt013141
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt069909
IRS990/OccupancyGrp/ProgramServicesAmt0279635
IRS990/OccupancyGrp/TotalAmt0349544
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0127371
IRS990/OfficeExpensesGrp/ProgramServicesAmt0191056
IRS990/OfficeExpensesGrp/TotalAmt0318427
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02500
IRS990/OtherAssetsTotalGrp/EOYAmt01257
IRS990/OtherChangesInNetAssetsAmt04784
IRS990/OtherExpensesGrp/Desc0STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/Desc1EDUCATION
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08389
IRS990/OtherExpensesGrp/ProgramServicesAmt0146659
IRS990/OtherExpensesGrp/ProgramServicesAmt169355
IRS990/OtherExpensesGrp/ProgramServicesAmt258864
IRS990/OtherExpensesGrp/ProgramServicesAmt312583
IRS990/OtherExpensesGrp/TotalAmt0146659
IRS990/OtherExpensesGrp/TotalAmt169355
IRS990/OtherExpensesGrp/TotalAmt258864
IRS990/OtherExpensesGrp/TotalAmt320972
IRS990/OtherLiabilitiesGrp/BOYAmt0386457
IRS990/OtherLiabilitiesGrp/EOYAmt0443744
IRS990/OtherRevenueMiscGrp/Desc0CONSULTING - JUBILEE CENTER
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt070000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15464
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15464
IRS990/OtherRevenueTotalAmt075464
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01032732
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01811999
IRS990/OtherSalariesAndWagesGrp/TotalAmt02844731
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt091934
IRS990/PayrollTaxesGrp/ProgramServicesAmt0137902
IRS990/PayrollTaxesGrp/TotalAmt0229836
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KAREN BOHLIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05395742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05395742
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0907021
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01273849
IRS990/PYInvestmentIncomeAmt0241
IRS990/PYOtherExpensesAmt01776176
IRS990/PYOtherRevenueAmt082119
IRS990/PYProgramServiceRevenueAmt04956728
IRS990/PYRevenuesLessExpensesAmt0-107380
IRS990/PYSalariesCompEmpBnftPaidAmt03003464
IRS990/PYTotalExpensesAmt06053489
IRS990/PYTotalRevenueAmt05946109
IRS990/ReconcilationRevenueExpnssAmt0-613261
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013141
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05395742
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt010583656
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03174738
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013758394
IRS990ScheduleD/EquipmentGrp/BookValueAmt019677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0268628
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0288305
IRS990ScheduleD/ExpensesNotReportedAmt084572
IRS990ScheduleD/ExpensesSubtotalAmt06829970
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01943713
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01943713
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05142209
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01577254
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06719463
IRS990ScheduleD/OtherExpensesIncludedAmt084572
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047962
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0297447
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0345409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0440026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13718
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER CURRENT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE DEPOSITS
IRS990ScheduleD/OtherRevenueAmt080016
IRS990ScheduleD/RevenueNotReportedAmt080016
IRS990ScheduleD/RevenueSubtotalAmt06216709
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHCH REQUIRES THE ORGANIZATION TO REPORT CERTAIN UNCERTAIN TAX POSITIONS, RELATED TO INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUE INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2019, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENT EXPENSE 48,211 ACCRUAL TO CASH ADJUSTMENT -29,196 FUNDRAISING EXPENSE 58,037 RELEASED FROM RESTRICTIONS 2,964
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENT EXPENSE 48,211 ACCRUAL TO CASH ADJUSTMENT -21,676 FUNDRAISING EXPENSE 58,037
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DEPRECIATION - NO ADJ. -44,321 BOOK / TAX DEPRECIATION DIFFERENCE 44,321
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017737217
IRS990ScheduleD/TotalExpensesPerForm990Amt06829970
IRS990ScheduleD/TotalLiabilityAmt0443744
IRS990ScheduleD/TotalRevenuePerForm990Amt06216709
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06296725
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06914542
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ABOVE POLICIES ARE MADE KNOWN DURING THE REGISTRATION PROCESS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt073305
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt073305
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058037
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt019046
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt019046
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0219581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0219581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0146276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0146276
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt088239
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05864
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05864
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021118
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010909
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010909
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01348341
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1300870
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt099
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt148
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO EDUCATE YOUNG WOMEN TO PURSUE THE TRUTH IN ALL THEY DO. BUILT ON THE FOUNDATION OF A RICH LIBERAL ARTS CURRICULUM, PERSONAL CHARACTER FORMATION, AND COLLABORATION WITH PARENTS. EACH STUDENT IS CHALLENGED TO CULTIVATE INTELLECT, CHARACTER, LEADERSHIP, SERVICE, FAITH AND REASON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MEMBERS ARE MADE UP OF THE ORGINAL INCORPORATORS, TRUSTEES AND OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBER TRUSTEES AND OFFICERS OF THE GOVERNING BODY ARE NOMINATED AND ELECTED BY OTHER MEMBERS AND TRUSTEES AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL MEETINGS OF THE GOVERNING BODY ARE PROPERLY DOCUMENTED. THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DETAILS OF FORM 990 ARE LEFT UP TO THE FINANCIAL OFFICER AS STATED IN THE ORGANIZATIONS BYLAWS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.8$6.10$20.7$16.7$12.1$4.60
2024Detailed filing. Detailed filing data is available for this year.$21.8$5.73$16.1$13.9$10.8$3.08
2023Detailed filing. Detailed filing data is available for this year.$18.0$4.95$13.0$9.18$9.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$17.9$5.18$12.8$7.65$8.30$0.66
2021Detailed filing. Detailed filing data is available for this year.$18.6$4.61$14.0$8.75$8.22$0.53
2020Detailed filing. Detailed filing data is available for this year.$19.5$6.06$13.4$7.34$7.17$0.17
2019Detailed filing. Detailed filing data is available for this year.$18.5$5.23$13.3$6.22$6.83$0.61
2018Detailed filing. Detailed filing data is available for this year.$19.3$5.46$13.9$5.95$6.05$0.11
2017Detailed filing. Detailed filing data is available for this year.$19.2$5.23$14.0$5.55$4.89$0.66
2016Detailed filing. Detailed filing data is available for this year.$19.5$6.24$13.3$5.69$4.69$1.00
2015Detailed filing. Detailed filing data is available for this year.$19.2$6.87$12.3$5.66$4.41$1.25
2014Detailed filing. Detailed filing data is available for this year.$16.6$5.56$11.1$5.84$4.10$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$5.91$9.31$6.28$3.84$2.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$6.12$6.84$3.38