Civic Intelligence

Berrybrook School Inc.

990 • Fiscal year 2024 • EIN 04-6147209

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 07, 2025

Organization ProfileWWW.BERRYBROOKSCHOOL.ORG

View Organization Page

267 Winter StreetDuxbury, MA 02332

(781) 585-2307

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

57%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,821,440

Up $392,950 (+11%) from 2023

Net Assets

Up

$3,740,870

Up $407,505 (+12%) from 2023

Liabilities

Down

$80,570

Down $14,555 (-15%) from 2023

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin83rd percentile

Revenue

Up

$1,204,000

Up $435,660 (+57%) from 2023

Expenses

Up

$789,250

Up $64,197 (+8.9%) from 2023

Net Income

Up

$414,750

Up $371,463 (+858%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2024

Assets$3,821,440
Liabilities$80,570
Net Assets$3,740,870
Open 2024 Filing

Operations Trend

Revenue Growth84th 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

2024

Revenue$1,204,000
Expenses$789,250
Net Income$414,750
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$1,244,544
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,463,279$1,897,796▲ $434,517
Land, Buildings, and Equipment, Net$1,626,608$1,559,949▼ $66,659
Savings and Temporary Cash Investments$338,604$363,695▲ $25,091
Cash and Non-Interest-Bearing Accounts$-1--
Total Assets$3,428,490$3,821,440▲ $392,950
Liabilities
Other Liabilities$79,297$57,454▼ $21,843
Accounts Payable and Accrued Expenses$15,828$23,116▲ $7,288
Total Liabilities$95,125$80,570▼ $14,555
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,318,032$3,717,676▲ $399,644
Net Assets With Donor Restrictions$15,333$23,194▲ $7,861
Total Net Assets Fund Balance$3,333,365$3,740,870▲ $407,505
Total Liabilities and Net Assets / Fund Balance$3,428,490$3,821,440▲ $392,950

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,349,700$955,829$2,305,529
Other Land Buildings$140,361$131,591$271,952
Leasehold Improvements$24,933$74,373$99,306
Land$44,955-$44,955

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,028,971---$1,028,971
2022$1,028,971---$1,028,971
2021$1,028,971---$1,028,971
2020$1,028,971---$1,028,971
2019$1,028,971---$1,028,971
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Anna ReedPresident
Meg QuinnVice President
Beth MaroisBoard Member
Bethany DecollibusBoard Member
Claire GochalBoard Member
Emily BalboniBoard Member
Katie HanlonBoard Member
Michelle CrowleyBoard Member
Mike CollentroBoard Member
Rachek EzekkBoard Member
Danielle MackinnonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,630
Program Service Revenue
$579,573
Investment Income
$441,797
Other Revenue
$0
All Other Contributions
$140,699
Change in Net Assets
$414,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,177,681
Revenue Not Reported on Financial Statements
$26,319
Revenue Not Reported on Form 990
$8,914
Other Revenue Adjustments
$26,319
Total Revenue per Audited Statements
$1,186,595
Total Revenue per Form 990
$1,204,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$499,164
Other Expenses$279,926
Grants and Similar Amounts Paid$10,160
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$447,717--$447,717
Depreciation Depletion$66,658--$66,658
Payroll Taxes$35,993--$35,993
All Other Expenses$17,432$12,121-$29,553
Fees for Services Accounting-$23,175-$23,175
Insurance-$18,632-$18,632
Other Employee Benefits$15,454--$15,454
Other Expenses$14,337--$14,337
Office Expenses-$10,184-$10,184
Grants to Domestic Individuals$10,160--$10,160
Total Functional Expenses$725,138$64,112$0$789,250

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$789,250
Expenses per Audited Statements$779,090
Total Expenses per Audited Statements$779,090
Expenses Not Reported on Financial Statements$10,160
Other Expense Adjustments$10,160
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition$57,454
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section B, Line 11B

“Reviewed by head of school”

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

“The board of directors are required to disclose any potential conflicts of interest by filling out a questionnaire annually.”

Form 990, Part VI, Section C, Line 18

“The board of directors assumes responsibility for the oversight of the audit.”

Form 990, Part VI, Section C, Line 19

“The school makes available any documents upon request.”

Filing and Contact Details

Filer

Filer Name
Berrybrook School Inc
EIN
04-6147209
Phone
7815852307
Address
267 WINTER STREET, DUXBURY, MA 02332

Signing Officer

Name
Stacy H Watts
Title
Head of School
Phone
7815852307
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy H Watts
Formed
1964
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
0
Employees
17
Volunteers
0

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
Stephen D Candelario
Phone
6174472700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The 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, 2024, 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 2024 returns and believe they are more-likely-than-not of being sustained if examined by federal or state authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 10,160. Net investment expense 16,159.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 10,160.”

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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/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2BPA STUDENT SERVICES EX
IRS990/OtherExpensesGrp/Desc3PROGRAM AND SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt078655
IRS990/OtherExpensesGrp/ProgramServicesAmt121894
IRS990/OtherExpensesGrp/ProgramServicesAmt216838
IRS990/OtherExpensesGrp/ProgramServicesAmt314337
IRS990/OtherExpensesGrp/TotalAmt078655
IRS990/OtherExpensesGrp/TotalAmt121894
IRS990/OtherExpensesGrp/TotalAmt216838
IRS990/OtherExpensesGrp/TotalAmt314337
IRS990/OtherLiabilitiesGrp/BOYAmt079297
IRS990/OtherLiabilitiesGrp/EOYAmt057454
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0447717
IRS990/OtherSalariesAndWagesGrp/TotalAmt0447717
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt035993
IRS990/PayrollTaxesGrp/TotalAmt035993
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STACY H WATTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0546538
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0546538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23540
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0187696
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt031047
IRS990/PYInvestmentIncomeAmt045101
IRS990/PYOtherExpensesAmt0261020
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0535543
IRS990/PYRevenuesLessExpensesAmt043287
IRS990/PYSalariesCompEmpBnftPaidAmt0432986
IRS990/PYTotalExpensesAmt0725053
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0768340
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0414750
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0579573
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0338604
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0363695
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01349700
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0955829
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02305529
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01028971
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01028971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01028971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01028971
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01028971
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01028971
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01028971
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01028971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01028971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01028971
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010160
IRS990ScheduleD/ExpensesSubtotalAmt0779090
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt044955
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt044955
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt024933
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt074373
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt099306
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08914
IRS990ScheduleD/OtherExpensesNotIncludedAmt010160
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0140361
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0131591
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0271952
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt057454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID TUITION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt026319
IRS990ScheduleD/RevenueNotReportedAmt08914
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026319
IRS990ScheduleD/RevenueSubtotalAmt01177681
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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, 2024, 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 2024 RETURNS AND BELIEVE THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FINANCIAL AID 10,160. NET INVESTMENT EXPENSE 16,159.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID 10,160.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01559949
IRS990ScheduleD/TotalExpensesPerForm990Amt0789250
IRS990ScheduleD/TotalLiabilityAmt057454
IRS990ScheduleD/TotalRevenuePerForm990Amt01204000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01186595
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0779090
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/ExplanationTxt0SCHOOL BROCHURE, SCHOOL WEBSITE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt010160
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0ASSISTANCE IN THE FORM OF GRANTS ARE USED FOR TUITION, WHICH IS DIRECTLY APPLIED TO A STUDENT'S TUITION BALANCE.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANTS ARE USED FOR TUITION, WHICH IS DIRECTLY APPLIED TO A STUDENT'S TUITION BALANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY HEAD OF SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST BY FILLING OUT A QUESTIONNAIRE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL MAKES AVAILABLE ANY DOCUMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LUCRETIA PRENTISS BAILEY TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042178056
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GRANTMAKING FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0ACTIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0TEN POST OFFICE SQUARE 6TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002109
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,821,440
Liabilities
$80,570
Net assets
$3,740,870
Revenue
$1,204,000
Expenses
$789,250
Net income
$414,750
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