Civic Intelligence

The Phoenix School Inc

990 • Fiscal year 2018 • EIN 04-2738785

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

Organization Profile

View Organization Page

89 Margin StSalem, MA 01970

(978) 741-0870

Siviq Scores

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

Liabilities / Assets

95th percentile

1.21x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

5.5%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$18,059

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

88th percentile

74%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$106,037

Up $45,057 (+74%) from 2017

Net Assets

Up

-$21,828

Up $27,309 (+56%) from 2017

Liabilities

Up

$127,865

Up $17,748 (+16%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin55th percentile

Revenue

Up

$492,914

Up $63,283 (+15%) from 2017

Expenses

Up

$465,605

Up $7,533 (+1.6%) from 2017

Net Income

Up

$27,309

Up $55,750 (+196%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$1.0M$500K$0-$500KAssets 2011: $104,167Liabilities 2011: $51,629Net Assets 2011: $52,5382011Assets 2012: $102,165Liabilities 2012: $45,715Net Assets 2012: $56,4502012Assets 2013: $106,140Liabilities 2013: $92,995Net Assets 2013: $13,1452013Assets 2014: $163,553Liabilities 2014: $190,323Net Assets 2014: -$26,7702014Assets 2015: $108,242Liabilities 2015: $115,908Net Assets 2015: -$7,6662015Assets 2016: $70,589Liabilities 2016: $91,285Net Assets 2016: -$20,6962016Assets 2017: $60,980Liabilities 2017: $110,117Net Assets 2017: -$49,1372017Assets 2018: $106,037Liabilities 2018: $127,865Net Assets 2018: -$21,8282018Assets 2019: $121,328Liabilities 2019: $142,304Net Assets 2019: -$20,9762019Assets 2020: $51,514Liabilities 2020: $82,878Net Assets 2020: -$31,3642020Assets 2021: $272,286Liabilities 2021: $188,141Net Assets 2021: $84,1452021Assets 2022: $446,973Liabilities 2022: $242,897Net Assets 2022: $204,0762022Assets 2023: $678,040Liabilities 2023: $349,481Net Assets 2023: $328,5592023Assets 2024: $786,991Liabilities 2024: $347,934Net Assets 2024: $439,0572024Assets 2025: $837,539Liabilities 2025: $287,568Net Assets 2025: $549,9712025

Highlighted filing

2018

Assets$106,037
Liabilities$127,865
Net Assets-$21,828
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $552,777Expenses 2011: $503,189Net Income 2011: $49,5882011Revenue 2012: $542,760Expenses 2012: $538,848Net Income 2012: $3,9122012Revenue 2013: $440,234Expenses 2013: $483,539Net Income 2013: -$43,3052013Revenue 2014: $429,945Expenses 2014: $469,860Net Income 2014: -$39,9152014Revenue 2015: $522,135Expenses 2015: $503,031Net Income 2015: $19,1042015Revenue 2016: $462,357Expenses 2016: $475,387Net Income 2016: -$13,0302016Revenue 2017: $429,631Expenses 2017: $458,072Net Income 2017: -$28,4412017Revenue 2018: $492,914Expenses 2018: $465,605Net Income 2018: $27,3092018Revenue 2019: $455,265Expenses 2019: $454,413Net Income 2019: $8522019Revenue 2020: $347,481Expenses 2020: $357,869Net Income 2020: -$10,3882020Revenue 2021: $430,492Expenses 2021: $314,983Net Income 2021: $115,5092021Revenue 2022: $483,101Expenses 2022: $363,170Net Income 2022: $119,9312022Revenue 2023: $564,654Expenses 2023: $440,171Net Income 2023: $124,4832023Revenue 2024: $562,076Expenses 2024: $451,578Net Income 2024: $110,4982024Revenue 2025: $659,905Expenses 2025: $548,991Net Income 2025: $110,9142025

Highlighted filing

2018

Revenue$492,914
Expenses$465,605
Net Income$27,309
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.2
Gross Receipts
$492,914
Mission and Program Overview

Mission

The mission of the School is to develop global citizens who are compassionate, creative, and technologically proficient individuals in a dynamic and interconnected world.

To provide elementary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,095$55,495▲ $12,400
Land, Buildings, and Equipment, Net$5,029$22,672▲ $17,643
Accounts Receivable$6,536$21,370▲ $14,834
Prepaid Expenses and Deferred Charges-$180-
Total Assets$60,980$106,037▲ $45,057
Other Assets Total$6,320$6,320→ $0
Liabilities
Other Liabilities$49,631$55,329▲ $5,698
Deferred Revenue$36,626$47,856▲ $11,230
Accounts Payable and Accrued Expenses$23,860$24,680▲ $820
Total Liabilities$110,117$127,865▲ $17,748
Net Assets / Fund Balance
Unrestricted Net Assets$-49,137$-21,828▲ $27,309
Total Net Assets Fund Balance$-49,137$-21,828▲ $27,309
Total Liabilities and Net Assets / Fund Balance$60,980$106,037▲ $45,057

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,672$190,350$213,022
Other Assets Org$6,320--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara McFallHead of SchoolPT$16,828$1,231$18,059
Betsye SargentHead of SchoolPT$16,210$1,724$17,934

Board Members and Trustees

NameTitle
Michael ChefitzPresident
Anthony Reynolds-DimiccoTrustee
Diane SolomonTrustee
Ed SchutteTrustee
Fred FerrisTrustee
Jennifer LoGiudiceTrustee
Paula CardarelliTrustee
Evelyn WilsonSecretary
Jeff GivenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,345
Program Service Revenue
$362,767
Investment Income
$1,347
Other Revenue
$17,455
All Other Contributions
$111,345
Change in Net Assets
$27,309

Audited Revenue Reconciliation

Revenue per Audited Statements
$492,914
Total Revenue per Audited Statements
$492,914
Total Revenue per Form 990
$492,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$236,488
Other Expenses$229,117
Total Fundraising Expense$34,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,475$34,608$1,121$171,204
Occupancy$81,624$14,404-$96,028
Current Officers, Directors, Trustees, and Key Employees$24,779$8,260-$33,039
Advertising$1,246$13,718$89$15,053
Payroll Taxes$11,086$2,985$142$14,213
Depreciation Depletion$9,752$2,626$125$12,503
All Other Expenses$8,700$1,148$1,830$11,678
Other Employee Benefits$10,793$375-$11,168
Insurance$1,171$15$7,815$9,001
Travel$8,815--$8,815
Fees for Services Accounting$5,100$2,325$75$7,500
Information Technology$4,864$2,156$421$7,441
Pension Plan Contributions$5,748$1,116-$6,864
Interest-$4,488-$4,488
Office Expenses$2,566$1,797$98$4,461
Other Expenses$3,317$953$23,035$4,270
Fees for Services Other$2,376$30$18$2,424
Total Functional Expenses$337,434$93,293$34,878$465,605

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$465,605
Total Expenses per Audited Statements$465,605
Total Expenses per Form 990$465,605
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of credit-current$33,664
Capital lease obligation-long term$16,963
Capital lease oblication-short term$4,702
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
No
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 governing body review Part VI line 11

“The Board reviews and unanimously approves the 990 before it is filed.”

Conflict of interest policy compliance Part VI line 12C

“The School monitors and enforces compliance with its conflict of interest policy.”

Governing documents etc available to public Part VI line 19

“All governing documents are available upon request. Additionally, they as well as the 990 are available through the Massachusetts Attorney Generals Office website.”

Filing and Contact Details

Filer

Filer Name
The Phoenix School Inc
EIN
04-2738785
Address
89 Margin St, Salem, MA 01970

Signing Officer

Name
Barbara McFall
Title
Head of School
Phone
9787410870
Signed
2018-10-15
Discuss with paid preparer
No

Organization Details

Formed
1981
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
9
Employees
6

Preparer

Firm
Melissa Gilroy CPA
Address
80 Greenacre Rd, Westwood, MA 02090
Preparer
Melissa Gilroy
Phone
7816964019
Raw XML AppendixShowing 400 of 457 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/AccountsPayableAccrExpnssGrp/BOYAmt023860
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024680
IRS990/AccountsReceivableGrp/BOYAmt06536
IRS990/AccountsReceivableGrp/EOYAmt021370
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide elementary education.
IRS990/AdvertisingGrp/FundraisingAmt089
IRS990/AdvertisingGrp/ManagementAndGeneralAmt013718
IRS990/AdvertisingGrp/ProgramServicesAmt01246
IRS990/AdvertisingGrp/TotalAmt015053
IRS990/AllOtherContributionsAmt0111345
IRS990/AllOtherExpensesGrp/FundraisingAmt01830
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01148
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08700
IRS990/AllOtherExpensesGrp/TotalAmt011678
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Barbara McFall
IRS990/BooksInCareOfDetail/PhoneNum09787410870
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt089 Margin St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Salem
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001970
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt043095
IRS990/CashNonInterestBearingGrp/EOYAmt055495
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08260
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt024779
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt033039
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0111345
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01347
IRS990/CYOtherExpensesAmt0229117
IRS990/CYOtherRevenueAmt017455
IRS990/CYProgramServiceRevenueAmt0362767
IRS990/CYRevenuesLessExpensesAmt027309
IRS990/CYSalariesCompEmpBnftPaidAmt0236488
IRS990/CYTotalExpensesAmt0465605
IRS990/CYTotalFundraisingExpenseAmt034878
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0492914
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt036626
IRS990/DeferredRevenueGrp/EOYAmt047856
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0125
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02626
IRS990/DepreciationDepletionGrp/ProgramServicesAmt09752
IRS990/DepreciationDepletionGrp/TotalAmt012503
IRS990/Desc0The mission of the School is to develop global citizens who are compassionate, creative, and technologically proficient individuals in a dynamic and interconnected world. Students, teachers and parents of diverse backgrounds join together to integrate their knowledge.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0337434
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt075
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02325
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05100
IRS990/FeesForServicesAccountingGrp/TotalAmt07500
IRS990/FeesForServicesOtherGrp/FundraisingAmt018
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt030
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02376
IRS990/FeesForServicesOtherGrp/TotalAmt02424
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01231
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11724
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/PersonNm0Barbara McFall
IRS990/Form990PartVIISectionAGrp/PersonNm1Betsye Sargent
IRS990/Form990PartVIISectionAGrp/PersonNm2Ed Schutte
IRS990/Form990PartVIISectionAGrp/PersonNm3Jennifer LoGiudice
IRS990/Form990PartVIISectionAGrp/PersonNm4Fred Ferris
IRS990/Form990PartVIISectionAGrp/PersonNm5Evelyn Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm6Diane Solomon
IRS990/Form990PartVIISectionAGrp/PersonNm7Paula Cardarelli
IRS990/Form990PartVIISectionAGrp/PersonNm8Anthony Reynolds-Dimicco
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael Chefitz
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeff Given
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016828
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt116210
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/TitleTxt0Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt1Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0492914
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0421
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02156
IRS990/InformationTechnologyGrp/ProgramServicesAmt04864
IRS990/InformationTechnologyGrp/TotalAmt07441
IRS990/InsuranceGrp/FundraisingAmt07815
IRS990/InsuranceGrp/ManagementAndGeneralAmt015
IRS990/InsuranceGrp/ProgramServicesAmt01171
IRS990/InsuranceGrp/TotalAmt09001
IRS990/InterestGrp/ManagementAndGeneralAmt04488
IRS990/InterestGrp/TotalAmt04488
IRS990/InvestmentIncomeGrp/ExclusionAmt01347
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01347
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0190350
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05029
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022672
IRS990/LandBldgEquipCostOrOtherBssAmt0213022
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide elementary education.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-49137
IRS990/NetAssetsOrFundBalancesEOYAmt0-21828
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt09883
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt014404
IRS990/OccupancyGrp/ProgramServicesAmt081624
IRS990/OccupancyGrp/TotalAmt096028
IRS990/OfficeExpensesGrp/FundraisingAmt098
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01797
IRS990/OfficeExpensesGrp/ProgramServicesAmt02566
IRS990/OfficeExpensesGrp/TotalAmt04461
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06320
IRS990/OtherAssetsTotalGrp/EOYAmt06320
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0375
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010793
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011168
IRS990/OtherExpensesGrp/Desc0Equipment lease
IRS990/OtherExpensesGrp/Desc1Academic sup and auction exp
IRS990/OtherExpensesGrp/Desc2Food service exp
IRS990/OtherExpensesGrp/Desc3Professional memberships
IRS990/OtherExpensesGrp/FundraisingAmt0109
IRS990/OtherExpensesGrp/FundraisingAmt123035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02289
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1953
IRS990/OtherExpensesGrp/ProgramServicesAmt08502
IRS990/OtherExpensesGrp/ProgramServicesAmt16855
IRS990/OtherExpensesGrp/ProgramServicesAmt24665
IRS990/OtherExpensesGrp/ProgramServicesAmt33317
IRS990/OtherExpensesGrp/TotalAmt010900
IRS990/OtherExpensesGrp/TotalAmt129890
IRS990/OtherExpensesGrp/TotalAmt24665
IRS990/OtherExpensesGrp/TotalAmt34270
IRS990/OtherLiabilitiesGrp/BOYAmt049631
IRS990/OtherLiabilitiesGrp/EOYAmt055329
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017455
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017455
IRS990/OtherRevenueTotalAmt017455
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01121
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034608
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0135475
IRS990/OtherSalariesAndWagesGrp/TotalAmt0171204
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0142
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02985
IRS990/PayrollTaxesGrp/ProgramServicesAmt011086
IRS990/PayrollTaxesGrp/TotalAmt014213
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01116
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05748
IRS990/PensionPlanContributionsGrp/TotalAmt06864
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0180
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/Desc1Academic program income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0340930
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121837
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0340930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121837
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0132985
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0513
IRS990/PYOtherExpensesAmt0205864
IRS990/PYOtherRevenueAmt012061
IRS990/PYProgramServiceRevenueAmt0284072
IRS990/PYRevenuesLessExpensesAmt0-28441
IRS990/PYSalariesCompEmpBnftPaidAmt0252208
IRS990/PYTotalExpensesAmt0458072
IRS990/PYTotalRevenueAmt0429631
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt027309
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt022672
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0190350
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0213022
IRS990ScheduleD/ExpensesSubtotalAmt0465605
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06320
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Security deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033664
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116963
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Line of credit-current
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Capital lease obligation-long term
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Capital lease oblication-short term
IRS990ScheduleD/RevenueSubtotalAmt0492914
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022672
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06320
IRS990ScheduleD/TotalExpensesPerForm990Amt0465605
IRS990ScheduleD/TotalLiabilityAmt055329
IRS990ScheduleD/TotalRevenuePerForm990Amt0492914
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0492914
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0465605
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board reviews and unanimously approves the 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The School monitors and enforces compliance with its conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing documents are available upon request. Additionally, they as well as the 990 are available through the Massachusetts Attorney Generals Office website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt060980
IRS990/TotalAssetsEOYAmt0106037
IRS990/TotalAssetsGrp/BOYAmt060980
IRS990/TotalAssetsGrp/EOYAmt0106037
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0111345
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt034878
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093293
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0337434
IRS990/TotalFunctionalExpensesGrp/TotalAmt0465605
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0110117
IRS990/TotalLiabilitiesEOYAmt0127865
IRS990/TotalLiabilitiesGrp/BOYAmt0110117
IRS990/TotalLiabilitiesGrp/EOYAmt0127865
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-49137
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-21828
IRS990/TotalOtherCompensationAmt02955
IRS990/TotalProgramServiceExpensesAmt0337434

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,037
Liabilities
$127,865
Net assets
-$21,828
Revenue
$492,914
Expenses
$465,605
Net income
$27,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.38$2.88$5.50$6.60$5.49$1.11
2024Detailed filing. Detailed filing data is available for this year.$7.87$3.48$4.39$5.62$4.52$1.10
2023Detailed filing. Detailed filing data is available for this year.$6.78$3.49$3.29$5.65$4.40$1.24
2022Detailed filing. Detailed filing data is available for this year.$4.47$2.43$2.04$4.83$3.63$1.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$1.88$0.84$4.30$3.15$1.16
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.83$0.31$3.47$3.58$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.21$1.42$0.21$4.55$4.54$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.06$1.28$0.22$4.93$4.66$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.61$1.10$0.49$4.30$4.58$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.91$0.21$4.62$4.75$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.08$1.16$0.08$5.22$5.03$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.64$1.90$0.27$4.30$4.70$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.93$0.13$4.40$4.84$0.43
2012Summary only. Only limited summary data is available for this year.$1.02$0.46$0.56$5.43$5.39$0.04
2011Summary only. Only limited summary data is available for this year.$1.04$0.52$0.53$5.53$5.03$0.50