Civic Intelligence

Trivium School Inc

990 • Fiscal year 2017 • EIN 04-2683759

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization ProfileWWW.TRIVIUMSCHOOL.COM
471 Langen RoadLancaster, MA 01523

(978) 365-4795

Siviq Scores

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

Liabilities / Assets

67th percentile

0.25x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.45x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

63rd percentile

8.1%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$59,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

50th percentile

3.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

8.1%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$1,094,578

Up $32,648 (+3.1%) from 2016

Net Assets

Up

$818,837

Up $67,159 (+8.9%) from 2016

Liabilities

Down

$275,741

Down $34,511 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin63rd percentile

Revenue

Up

$610,125

Up $45,538 (+8.1%) from 2016

Expenses

Down

$560,547

Down $5,154 (-0.9%) from 2016

Net Income

Up

$49,578

Up $50,692 (+4550%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,094,701Liabilities 2010: $511,233Net Assets 2010: $1,583,4682010Assets 2011: $2,055,490Liabilities 2011: $509,604Net Assets 2011: $1,545,8862011Assets 2012: $1,108,976Liabilities 2012: $482,008Net Assets 2012: $626,9682012Assets 2013: $1,106,173Liabilities 2013: $414,856Net Assets 2013: $691,3172013Assets 2014: $1,150,400Liabilities 2014: $377,912Net Assets 2014: $772,4882014Assets 2015: $1,129,550Liabilities 2015: $372,426Net Assets 2015: $757,1242015Assets 2016: $1,061,930Liabilities 2016: $310,252Net Assets 2016: $751,6782016Assets 2017: $1,094,578Liabilities 2017: $275,741Net Assets 2017: $818,8372017Assets 2018: $1,093,817Liabilities 2018: $246,309Net Assets 2018: $847,5082018Assets 2019: $1,196,261Liabilities 2019: $205,047Net Assets 2019: $991,2142019Assets 2020: $1,174,622Liabilities 2020: $177,944Net Assets 2020: $996,6782020Assets 2021: $1,505,006Liabilities 2021: $191,320Net Assets 2021: $1,313,6862021Assets 2022: $1,993,272Liabilities 2022: $163,756Net Assets 2022: $1,829,5162022Assets 2023: $1,968,039Liabilities 2023: $128,237Net Assets 2023: $1,839,8022023Assets 2024: $2,290,767Liabilities 2024: $149,252Net Assets 2024: $2,141,5152024Assets 2025: $2,660,981Liabilities 2025: $142,413Net Assets 2025: $2,518,5682025

Highlighted filing

2017

Assets$1,094,578
Liabilities$275,741
Net Assets$818,837
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $480,0352010Expenses 2011: $539,5382011Expenses 2012: $478,2432012Revenue 2013: $551,897Expenses 2013: $481,428Net Income 2013: $70,4692013Revenue 2014: $558,761Expenses 2014: $494,984Net Income 2014: $63,7772014Revenue 2015: $558,960Expenses 2015: $568,984Net Income 2015: -$10,0242015Revenue 2016: $564,587Expenses 2016: $565,701Net Income 2016: -$1,1142016Revenue 2017: $610,125Expenses 2017: $560,547Net Income 2017: $49,5782017Revenue 2018: $581,006Expenses 2018: $552,461Net Income 2018: $28,5452018Revenue 2019: $674,515Expenses 2019: $554,002Net Income 2019: $120,5132019Revenue 2020: $619,242Expenses 2020: $614,176Net Income 2020: $5,0662020Revenue 2021: $883,332Expenses 2021: $632,935Net Income 2021: $250,3972021Revenue 2022: $1,420,635Expenses 2022: $753,163Net Income 2022: $667,4722022Revenue 2023: $1,067,188Expenses 2023: $849,237Net Income 2023: $217,9512023Revenue 2024: $1,237,428Expenses 2024: $995,701Net Income 2024: $241,7272024Revenue 2025: $1,444,381Expenses 2025: $1,069,857Net Income 2025: $374,5242025

Highlighted filing

2017

Revenue$610,125
Expenses$560,547
Net Income$49,578
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$610,125
Mission and Program Overview

Mission

The school's goal is to introduce students to a catholic understanding of the liberal arts and to lead them on the pathway of truth, goodness, and beauty. We use the socratic discussion method so that students learn why something is. Real education ennobles us, corresponds to our christian dignity, and enriches us for a lifetime.

Trivium is a catholic college preparatory school dedicated to providing a classical education to boys and girls in grades seven through twelve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$776,820$738,525▼ $38,295
Investments in Publicly Traded Securities$229,194$257,733▲ $28,539
Loans From Officers Directors$128,100$100,800▼ $27,300
Accounts Receivable$3,539$29,494▲ $25,955
Pledges and Grants Receivable$2,740$20,340▲ $17,600
Cash and Non-Interest-Bearing Accounts$14,450$17,358▲ $2,908
Savings and Temporary Cash Investments$14,753$14,813▲ $60
Other Notes and Loans Receivable, Net$13,664$11,291▼ $2,373
Prepaid Expenses and Deferred Charges$6,770$5,024▼ $1,746
Total Assets$1,061,930$1,094,578▲ $32,648
Liabilities
Mortgage Notes Payable Secured by Investment Property$136,404$116,047▼ $20,357
Accounts Payable and Accrued Expenses$40,008$56,394▲ $16,386
Deferred Revenue$5,740$2,500▼ $3,240
Total Liabilities$310,252$275,741▼ $34,511
Net Assets / Fund Balance
Unrestricted Net Assets$751,678$818,837▲ $67,159
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$751,678$818,837▲ $67,159
Total Liabilities and Net Assets / Fund Balance$1,061,930$1,094,578▲ $32,648

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$517,360$434,113$951,473
Land$201,600-$201,600
Other Land Buildings$19,565$55,092$74,657
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Dr William SchmittTreasurer & HeadmasterFT$59,000$59,000

Board Members and Trustees

NameTitle
Mr Carl F Schmitt EsqPresident
Dr Heather ForkeyDirector
Dr Jacob SchmittDirector
Dr Thomas HowardDirector
Mr Edward S Turner IiiDirector
Mr James L GallagherDirector
Mr Joseph ForkeyDirector
Mr Kenneth G Kaulbach EsqDirector
Mr Mark LangleyDirector
Dr Thomas GoodmanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$107,205
Program Service Revenue
$475,199
Investment Income
$11,648
Other Revenue
$16,073
All Other Contributions
$107,205
Change in Net Assets
$49,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$610,125
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17,581
Total Revenue per Audited Statements
$627,706
Total Revenue per Form 990
$610,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$397,311
Other Expenses$163,236
Total Fundraising Expense$10,950
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$338,620--$338,620
Current Officers, Directors, Trustees, and Key Employees$17,607$41,084-$58,691
Occupancy$24,361$17,173-$41,534
Depreciation Depletion$39,045--$39,045
Fees for Services Accounting-$12,000-$12,000
Interest$7,093--$7,093
All Other Expenses-$6,654$260$6,914
Insurance-$5,775-$5,775
Office Expenses-$5,317-$5,317
Other Expenses$6,000$3,617$10,690$3,617
Fees for Services Other-$910-$910
Advertising-$678-$678
Total Functional Expenses$456,389$93,208$10,950$560,547

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$560,547
Total Expenses per Audited Statements$560,547
Total Expenses per Form 990$560,547
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Carl Schmitt EsqPresident of SchoolMr. Schmitt Provided Legal Services to the School in Exchange for 1 Years Tuition Used for One of His Children to Attend the School.No-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$128,100$100,800▼ $27,300
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The school has a loan payable to the schmitt family trust. The president of the school is the trustee and a beneficiary of the trust. The treasurer and headmaster is also a beneficiary of the trust.”

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is reviewed by the executive committee of the board prior to its filing.”

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

“A copy of the conflicts of interest policy is reviewed with the board annually.”

Form 990, Part VI, Section B, Line 15A

“The board uses current data as well as budget information to decide on the headmaster's salary.”

Form 990, Part VI, Section C, Line 18

“All information that is required to be disclosed is done upon request.”

Form 990, Part VI, Section C, Line 19

“All information that is required to be disclosed is done upon request.”

Filing and Contact Details

Filer

Filer Name
Trivium School Inc
EIN
04-2683759
Phone
9783654795
Address
471 LANGEN ROAD, LANCASTER, MA 01523

Signing Officer

Name
William Schmitt
Title
Treasurer
Phone
9783654795
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Schmitt
Formed
1979
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
7
Employees
11
Volunteers
0

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Richard B Dionne
Phone
9784522500
Raw XML AppendixShowing 400 of 450 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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IRS990/ActivityOrMissionDesc0TRIVIUM IS A CATHOLIC COLLEGE PREPARATORY SCHOOL DEDICATED TO PROVIDING A CLASSICAL EDUCATION TO BOYS AND GIRLS IN GRADES SEVEN THROUGH TWELVE.
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IRS990/MissionDesc0THE SCHOOL'S GOAL IS TO INTRODUCE STUDENTS TO A CATHOLIC UNDERSTANDING OF THE LIBERAL ARTS AND TO LEAD THEM ON THE PATHWAY OF TRUTH, GOODNESS, AND BEAUTY. WE USE THE SOCRATIC DISCUSSION METHOD SO THAT STUDENTS LEARN WHY SOMETHING IS. REAL EDUCATION ENNOBLES US, CORRESPONDS TO OUR CHRISTIAN DIGNITY, AND ENRICHES US FOR A LIFETIME.
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IRS990/OccupancyGrp/TotalAmt041534
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05317
IRS990/OfficeExpensesGrp/TotalAmt05317
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOOL ACTIVITIES
IRS990/OtherExpensesGrp/Desc1ANNUAL SPRING BENEFIT D
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3PRINTING & COPIER EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt010690
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03617
IRS990/OtherExpensesGrp/ProgramServicesAmt023663
IRS990/OtherExpensesGrp/ProgramServicesAmt16000
IRS990/OtherExpensesGrp/TotalAmt023663
IRS990/OtherExpensesGrp/TotalAmt110690
IRS990/OtherExpensesGrp/TotalAmt26000
IRS990/OtherExpensesGrp/TotalAmt33617
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016073
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016073
IRS990/OtherRevenueTotalAmt016073
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0338620
IRS990/OtherSalariesAndWagesGrp/TotalAmt0338620
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt013664
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt011291
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02740
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020340
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06770
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05024
IRS990/PrincipalOfficerNm0WILLIAM SCHMITT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0475199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0475199
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070712
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014693
IRS990/PYOtherExpensesAmt0157979
IRS990/PYOtherRevenueAmt021893
IRS990/PYProgramServiceRevenueAmt0457289
IRS990/PYRevenuesLessExpensesAmt0-1114
IRS990/PYSalariesCompEmpBnftPaidAmt0407722
IRS990/PYTotalExpensesAmt0565701
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0564587
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt049578
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0475199
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014753
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014813
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0517360
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0434113
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0951473
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0560547
IRS990ScheduleD/LandGrp/BookValueAmt0201600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0201600
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017581
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019565
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt055092
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt074657
IRS990ScheduleD/RevenueNotReportedAmt017581
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0610125
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0738525
IRS990ScheduleD/TotalExpensesPerForm990Amt0560547
IRS990ScheduleD/TotalRevenuePerForm990Amt0610125
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0627706
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0560547
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S POLICY IS POSTED ON ITS WEBSITE AND APPLICATION FOR ADMISSION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CARL SCHMITT ESQ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT OF SCHOOL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MR. SCHMITT PROVIDED LEGAL SERVICES TO THE SCHOOL IN EXCHANGE FOR 1 YEARS TUITION USED FOR ONE OF HIS CHILDREN TO ATTEND THE SCHOOL.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0100800
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SCHOOL PURCHASE IN 2000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0504000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0SCHMITT FAMILY TRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TRUSTEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0100800
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS A LOAN PAYABLE TO THE SCHMITT FAMILY TRUST. THE PRESIDENT OF THE SCHOOL IS THE TRUSTEE AND A BENEFICIARY OF THE TRUST. THE TREASURER AND HEADMASTER IS ALSO A BENEFICIARY OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE CONFLICTS OF INTEREST POLICY IS REVIEWED WITH THE BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD USES CURRENT DATA AS WELL AS BUDGET INFORMATION TO DECIDE ON THE HEADMASTER'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL INFORMATION THAT IS REQUIRED TO BE DISCLOSED IS DONE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL INFORMATION THAT IS REQUIRED TO BE DISCLOSED IS DONE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01061930
IRS990/TotalAssetsEOYAmt01094578
IRS990/TotalAssetsGrp/BOYAmt01061930
IRS990/TotalAssetsGrp/EOYAmt01094578
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0107205
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010950
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093208
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0456389
IRS990/TotalFunctionalExpensesGrp/TotalAmt0560547
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0310252
IRS990/TotalLiabilitiesEOYAmt0275741
IRS990/TotalLiabilitiesGrp/BOYAmt0310252
IRS990/TotalLiabilitiesGrp/EOYAmt0275741
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0751678
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0818837
IRS990/TotalOtherCompensationAmt059000
IRS990/TotalProgramServiceExpensesAmt0456389
IRS990/TotalProgramServiceRevenueAmt0475199
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011648
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0491272
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0610125

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,094,578
Liabilities
$275,741
Net assets
$818,837
Revenue
$610,125
Expenses
$560,547
Net income
$49,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.14$2.52$1.44$1.07$0.37
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.15$2.14$1.24$1.00$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.13$1.84$1.07$0.85$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.16$1.83$1.42$0.75$0.67
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.19$1.31$0.88$0.63$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.18$1.00$0.62$0.61$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.21$0.99$0.67$0.55$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.25$0.85$0.58$0.55$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.28$0.82$0.61$0.56$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.31$0.75$0.56$0.57$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.37$0.76$0.56$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.38$0.77$0.56$0.49$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.41$0.69$0.55$0.48$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.48$0.63$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.51$1.55$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.51$1.58$0.48