Civic Intelligence

Berrybrook School Inc.

990 • Fiscal year 2013 • EIN 04-6147209

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 07, 2014

Organization ProfileWWW.BERRYBROOKSCHOOL.ORG

View Organization Page

267 Winter StreetDuxbury, MA 02332
Siviq Scores

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

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

31st percentile

-2.2%

Faster asset growth than 31% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

32nd percentile

-3.1%

Faster revenue growth than 32% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,019,233

Down $68,611 (-2.2%) from 2012

Net Assets

Down

$2,967,629

Down $81,661 (-2.7%) from 2012

Liabilities

Up

$51,604

Up $13,050 (+34%) from 2012

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin17th percentile

Revenue

Down

$578,693

Down $18,418 (-3.1%) from 2012

Expenses

Up

$664,770

Up $27,772 (+4.4%) from 2012

Net Income

Down

-$86,077

Down $46,190 (-116%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,067,422Liabilities 2011: $42,637Net Assets 2011: $3,024,7852011Assets 2012: $3,087,844Liabilities 2012: $38,554Net Assets 2012: $3,049,2902012Assets 2013: $3,019,233Liabilities 2013: $51,604Net Assets 2013: $2,967,6292013Assets 2014: $3,091,223Liabilities 2014: $56,919Net Assets 2014: $3,034,3042014Assets 2015: $2,972,208Liabilities 2015: $58,021Net Assets 2015: $2,914,1872015Assets 2016: $2,917,414Liabilities 2016: $85,519Net Assets 2016: $2,831,8952016Assets 2017: $2,950,868Liabilities 2017: $88,690Net Assets 2017: $2,862,1782017Assets 2018: $3,107,084Liabilities 2018: $85,800Net Assets 2018: $3,021,2842018Assets 2019: $2,964,233Liabilities 2019: $82,194Net Assets 2019: $2,882,0392019Assets 2020: $3,104,654Liabilities 2020: $139,869Net Assets 2020: $2,964,7852020Assets 2021: $3,254,091Liabilities 2021: $75,443Net Assets 2021: $3,178,6482021Assets 2022: $3,098,105Liabilities 2022: $110,761Net Assets 2022: $2,987,3442022Assets 2023: $3,428,490Liabilities 2023: $95,125Net Assets 2023: $3,333,3652023Assets 2024: $3,821,440Liabilities 2024: $80,570Net Assets 2024: $3,740,8702024Assets 2025: $4,016,961Liabilities 2025: $73,905Net Assets 2025: $3,943,0562025

Highlighted filing

2013

Assets$3,019,233
Liabilities$51,604
Net Assets$2,967,629
Open 2013 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $582,234Expenses 2011: $654,804Net Income 2011: -$72,5702011Revenue 2012: $597,111Expenses 2012: $636,998Net Income 2012: -$39,8872012Revenue 2013: $578,693Expenses 2013: $664,770Net Income 2013: -$86,0772013Revenue 2014: $628,090Expenses 2014: $706,902Net Income 2014: -$78,8122014Revenue 2015: $703,198Expenses 2015: $741,774Net Income 2015: -$38,5762015Revenue 2016: $633,332Expenses 2016: $726,171Net Income 2016: -$92,8392016Revenue 2017: $667,114Expenses 2017: $700,423Net Income 2017: -$33,3092017Revenue 2018: $797,536Expenses 2018: $799,943Net Income 2018: -$2,4072018Revenue 2019: $733,507Expenses 2019: $774,506Net Income 2019: -$40,9992019Revenue 2020: $526,450Expenses 2020: $737,613Net Income 2020: -$211,1632020Revenue 2021: $634,517Expenses 2021: $701,367Net Income 2021: -$66,8502021Revenue 2022: $817,168Expenses 2022: $747,290Net Income 2022: $69,8782022Revenue 2023: $768,340Expenses 2023: $725,053Net Income 2023: $43,2872023Revenue 2024: $1,204,000Expenses 2024: $789,250Net Income 2024: $414,7502024Revenue 2025: $674,443Expenses 2025: $748,501Net Income 2025: -$74,0582025

Highlighted filing

2013

Revenue$578,693
Expenses$664,770
Net Income-$86,077
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jan 7, 2014
Return Version
2012v2.1
Gross Receipts
$1,001,427
Mission and Program Overview

Mission

Nursery school for children ages 3-1/2 to 5 years old

Filing and Contact Details

Filer

EIN
04-6147209
Raw XML AppendixShowing 400 of 511 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01194
IRS990/AccountsPayableAccruedExpenses/EOY08277
IRS990/AccountsReceivable/BOY04502
IRS990/AccountsReceivable/EOY01173
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0NURSERY SCHOOL FOR CHILDREN AGES 3-1/2 TO 5 YEARS OLD.
IRS990/AddressPrincipalOfficerUS/AddressLine10267 WINTER STREET
IRS990/AddressPrincipalOfficerUS/City0DUXBURY
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode002332
IRS990/AllOtherContributions013085
IRS990/AllOtherExpenses/ManagementAndGeneral09195
IRS990/AllOtherExpenses/ProgramServices021817
IRS990/AllOtherExpenses/Total031012
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0193628
IRS990/ContributionsGrantsPriorYear0179522
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ManagementAndGeneral066342
IRS990/DepreciationDepletion/Total066342
IRS990/DescribedIn501C301
IRS990/Description0NURSERY & KINDERGARTEN FOR APPROXIMATELY 100 STUDENTS INCLUDING SUMMER PROGRAMS
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0461975
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral018200
IRS990/FeesForServicesAccounting/Total018200
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral012357
IRS990/FeesForServicesInvstMgmntFees/Total012357
IRS990/FeesForServicesOther/ManagementAndGeneral0945
IRS990/FeesForServicesOther/Total0945
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek12.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek22.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek32.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek42.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek52.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek62.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek72.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek82.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek92.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek102.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/NamePerson0LAUREN BROWN
IRS990/Form990PartVIISectionA/NamePerson1KERRY RUBIN
IRS990/Form990PartVIISectionA/NamePerson2KATHERINE SHEPLER
IRS990/Form990PartVIISectionA/NamePerson3CARRIE COUTO
IRS990/Form990PartVIISectionA/NamePerson4DOUG HANDFIELD
IRS990/Form990PartVIISectionA/NamePerson5JOHN VERITY
IRS990/Form990PartVIISectionA/NamePerson6BRIEN TATE
IRS990/Form990PartVIISectionA/NamePerson7CARL O'NEIL
IRS990/Form990PartVIISectionA/NamePerson8MARTHA DENNISON
IRS990/Form990PartVIISectionA/NamePerson9CHRISTOPHER DEORSAY
IRS990/Form990PartVIISectionA/NamePerson10KATIE SZCZESNY
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/Title0BOARD MEMBER
IRS990/Form990PartVIISectionA/Title1BOARD MEMBER
IRS990/Form990PartVIISectionA/Title2VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5BOARD MEMBER
IRS990/Form990PartVIISectionA/Title6BOARD MEMBER
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8SECRETARY
IRS990/Form990PartVIISectionA/Title9PRESIDENT
IRS990/Form990PartVIISectionA/Title10TREASURER
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities04292
IRS990/Gaming00
IRS990/Grants024999
IRS990/GrantsAndSimilarAmntsCY024999
IRS990/GrantsAndSimilarAmntsPriorYear018259
IRS990/GrantsToDomesticIndividuals/ProgramServices024999
IRS990/GrantsToDomesticIndividuals/Total024999
IRS990/GrantsToIndividuals01
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0427026
IRS990/GrossReceipts01001427
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/ManagementAndGeneral015575
IRS990/Insurance/Total015575
IRS990/InvestmentIncomeCurrentYear015950
IRS990/InvestmentIncome/ExclusionAmount011658
IRS990/InvestmentIncomePriorYear031289
IRS990/InvestmentIncome/TotalRevenueColumn011658
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0904681
IRS990/InvestmentsPubTradedSecurities/EOY0897647
IRS990/LandBldgEquipmentAccumDeprec0401850
IRS990/LandBuildingsEquipmentBasis02444519
IRS990/LandBuildingsEquipmentBasisNet/BOY02100905
IRS990/LandBuildingsEquipmentBasisNet/EOY02042669
IRS990/LessCostOthBasisSalesExpenses/Securities0422734
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0NURSERY SCHOOL FOR CHILDREN AGES 3-1/2 TO 5 YEARS OLD
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0PATRICIA KEELEY
IRS990/NbrIndependentVotingMembers011
IRS990/NbrVotingGoverningBodyMembers011
IRS990/NbrVotingMembersGoverningBody011
IRS990/NetAssetsOrFundBalancesBOY03049290
IRS990/NetAssetsOrFundBalancesEOY02967629
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome04292
IRS990/NetGainOrLossInvestments/TotalRevenueColumn04292
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096017
IRS990/NumberIndependentVotingMembers011
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees017
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ManagementAndGeneral06475
IRS990/OfficeExpenses/Total06475
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherEmployeeBenefits/ProgramServices017280
IRS990/OtherEmployeeBenefits/Total017280
IRS990/OtherExpensePriorYear0241008
IRS990/OtherExpensesCurrentYear0256928
IRS990/OtherExpenses/Description0REPAIRS AND MAINTENANCE
IRS990/OtherExpenses/Description1UTILITIES
IRS990/OtherExpenses/Description2PROGRAM AND SUPPLIES
IRS990/OtherExpenses/Description3BPA EXPENSES
IRS990/OtherExpenses/ManagementAndGeneral073706
IRS990/OtherExpenses/ProgramServices015357
IRS990/OtherExpenses/ProgramServices19151
IRS990/OtherExpenses/ProgramServices27808
IRS990/OtherExpenses/Total073706
IRS990/OtherExpenses/Total115357
IRS990/OtherExpenses/Total29151
IRS990/OtherExpenses/Total37808
IRS990/OtherLiabilities/BOY037360
IRS990/OtherLiabilities/EOY043327
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/ProgramServices0333402
IRS990/OtherSalariesAndWages/Total0333402
IRS990/OtherWebsite0X
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ProgramServices025751
IRS990/PayrollTaxes/Total025751
IRS990/PensionPlanContributions/ProgramServices06410
IRS990/PensionPlanContributions/Total06410
IRS990/PermanentlyRestrictedNetAssets/BOY01930
IRS990/PermanentlyRestrictedNetAssets/EOY01930
IRS990/PoliticalActivities00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0611710
IRS990/ProgramServiceRevenue/BusinessCode1611710
IRS990/ProgramServiceRevenue/BusinessCode2611710
IRS990/ProgramServiceRevenueCY0369115
IRS990/ProgramServiceRevenue/Description0TUITION
IRS990/ProgramServiceRevenue/Description1SUMMER PROGRAM
IRS990/ProgramServiceRevenue/Description2APPLICATION FEES
IRS990/ProgramServiceRevenuePriorYear0386300
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0351215
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome113820
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome24080
IRS990/ProgramServiceRevenue/TotalRevenueColumn0351215
IRS990/ProgramServiceRevenue/TotalRevenueColumn113820
IRS990/ProgramServiceRevenue/TotalRevenueColumn24080
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-86077
IRS990/ReconciliationUnrealizedInvest04416
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrganizations0180543
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/Revenue0371354
IRS990/RevenuesLessExpensesCY0-86077
IRS990/RevenuesLessExpensesPriorYear0-39887
IRS990/SalariesEtcCurrentYear0382843
IRS990/SalariesEtcPriorYear0377731
IRS990/SavingsAndTempCashInvestments/BOY077756
IRS990/SavingsAndTempCashInvestments/EOY077744
IRS990ScheduleA/School170b1Aii0X
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.99500
IRS990ScheduleD/Buildings/BookValue01938808
IRS990ScheduleD/Buildings/Depreciation0296074
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis02234882
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0904681
IRS990ScheduleD/CurrentYear/EndOfYearBalance0897647
IRS990ScheduleD/CurrentYear/GrantsOrScholarships013998
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses06964
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0834732
IRS990ScheduleD/CurrentYearMinus1Year/Contributions014522
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0904681
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships09901
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses086236
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures018978
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance0617345
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0100562
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0834732
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0907
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0117732
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0538681
IRS990ScheduleD/CurrentYearMinus3Years/Contributions017184
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance0617345
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships06341
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses067821
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance0616074
IRS990ScheduleD/CurrentYearMinus4Years/Contributions0254
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance0660286
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses043958
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt024999
IRS990ScheduleD/ExpensesSubtotal0639771
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM STATE INCOME TAXES UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS. UNRELATED BUSINESS INCOME, OF WHICH THERE WAS NONE FOR THE YEAR ENDED AUGUST 31, 2013, WOULD BE SUBJECT TO FEDERAL AND STATE TAXES. CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT ANY PROVISION FOR INCOME TAXES. THE SCHOOL IS REQUIRED TO PAY AN ANNUAL FILING FEE TO THE STATE ATTORNEY GENERAL'S OFFICE. MANAGEMENT BELIEVES THE TAX EXEMPT STATUS WILL BE MAINTAINED IN THE FUTURE. THE SCHOOL EVALUATES TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN ITS TAX RETURNS TO DETERMINE WHETHER TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE FEDERAL OR STATE AUTHORITY. THE SCHOOL HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN 2013 RETURNS AND BELIEVE THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE AUTHORITIES. THE SCHOOL'S 2010 THROUGH 2012 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1FINANCIAL AID -24,999.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2FINANCIAL AID 24,999.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/LeaseholdImprovements/BookValue053855
IRS990ScheduleD/LeaseholdImprovements/Depreciation089138
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0142993
IRS990ScheduleD/NetUnrealizedGainsInvestments04416
IRS990ScheduleD/OtherExpensesNotIncluded024999
IRS990ScheduleD/OtherLandBuildings/BookValue050006
IRS990ScheduleD/OtherLandBuildings/Depreciation016638
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis066644
IRS990ScheduleD/OtherLiabilities/Amount043327
IRS990ScheduleD/OtherLiabilities/Description0PREPAID TUITION
IRS990ScheduleD/OtherRevenues0-24999
IRS990ScheduleD/PermanentEndowmentEOYBalance00.00280
IRS990ScheduleD/RevenueNotRptdF9900-20583
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0578693
IRS990ScheduleD/TermEndowmentEOYBalance00.00220
IRS990ScheduleD/TotalExpensesPerForm9900664770
IRS990ScheduleD/TotalOfAmounts043327
IRS990ScheduleD/TotalOfBookValueLandBuildings02042669
IRS990ScheduleD/TotalRevenuePerForm9900578693
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0639771
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0558110
IRS990ScheduleE/ComplianceWithRevProc755001
IRS990ScheduleE/DiscriminateRaceAdmissPolicies00
IRS990ScheduleE/DiscriminateRaceAthleticProg00
IRS990ScheduleE/DiscriminateRaceEducPolicies00
IRS990ScheduleE/DiscriminateRaceEmplmnFaculty00
IRS990ScheduleE/DiscriminateRaceOtherActy00
IRS990ScheduleE/DiscriminateRaceScholarships00
IRS990ScheduleE/DiscriminateRaceStudentsRights00
IRS990ScheduleE/DiscriminateRaceUseOfFclts00
IRS990ScheduleE/Form990ScheduleEPartII/Explanation0SCHOOL BROCHURE, SCHOOL WEBSITE
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/GovernmentFinancialAidReceived00
IRS990ScheduleE/GovernmentFinancialAidRevoked00
IRS990ScheduleE/MaintCopiesOfAllSolicitations01
IRS990ScheduleE/MaintCopiesOfBrochuresEtc01
IRS990ScheduleE/MaintRacialCompositionRecords01
IRS990ScheduleE/MaintScholarshipsRecords01
IRS990ScheduleE/NondiscriminatoryPolicyStmt01
IRS990ScheduleE/PolicyPublViaBroadcastMedia01
IRS990ScheduleE/PolicyStatementInBrochuresEtc01
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfNonCashAssistance024999
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients09
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0TUITION ASSISTANCE
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE GRANTS ARE USED FOR TUITION, WHICH IS APPLIED DIRECTLY APPLIED TO A STUDENT'S TUITION BALANCE.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1TRUSTEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST BY FILLING OUT A QUESTIONNAIRE ANNUALLY.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/GeneralExplanation/Explanation3THE SCHOOL MAKES AVAILABLE ANY DOCUMENTS UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10TEN POST OFFICE SQUARE 6TH FLOOR
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0BOSTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode002109
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0042178056
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10LUCRETIA PRENTISS BAILEY TRUST
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0GRANTMAKING FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,019,233
Liabilities
$51,604
Net assets
$2,967,629
Revenue
$578,693
Expenses
$664,770
Net income
-$86,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.02$0.07$3.94$0.67$0.75$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.08$3.74$1.20$0.79$0.41
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.10$3.33$0.77$0.73$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.11$2.99$0.82$0.75$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.08$3.18$0.63$0.70$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.14$2.96$0.53$0.74$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.08$2.88$0.73$0.77$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.09$3.02$0.80$0.80$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.09$2.86$0.67$0.70$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.09$2.83$0.63$0.73$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.06$2.91$0.70$0.74$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.06$3.03$0.63$0.71$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.05$2.97$0.58$0.66$0.09
2012Summary only. Only limited summary data is available for this year.$3.09$0.04$3.05$0.60$0.64$0.04
2011Summary only. Only limited summary data is available for this year.$3.07$0.04$3.02$0.58$0.65$0.07